Top 7 advisors in Frisco
We’ve curated a list of the best financial advisors in Frisco, take a look at it below
Find an advisor in Frisco1. Tectonic Advisors LLC
Assets under management
$2,603,503,996
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Research And Due Diligence For Other Investment Advisors
2. Bsip Slp Gp, LLC
Assets under management
$337,283,505
Fee structure
Performance-based fees
REIMBURSEMENT FOR OPERATING,OVERHEAD,AND OTHER SERVICES EXPENSES
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Stf Management Lp
Assets under management
$141,377,285
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Selection Of Other Advisers
Market Timing Services
Educational Seminars/workshops
4. Kingstone Capital Partners Texas, LLC
Assets under management
$125,479,616
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
5. Stonebridge Wealth Management, LLC
Assets under management
$117,645,553
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
6. Wave Wealth Management, LLC
Assets under management
$76,685,198
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Olimpio Neu & Associates, Inc.
Assets under management
$56,883,513
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
How we came up with this list
To generate our top financial advisors list in Frisco, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Frisco. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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