Vault-13

Managers in Lewisville, TX

United States · 126 asset managers within 25 km (1 in Lewisville itself) · 187 wealth managers, banks and others

LewisvilleGarlandDallasDesotoHurstPlanoFriscoAllenFort WorthSouthlake
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Dallas, TX 481 · Fort Worth, TX 45 · Plano, TX 37 · Southlake, TX 27 · Naval Air Station Jrb, TX 20 · Irving, TX 17 · Frisco, TX 14 · Addison, TX 11 · Mckinney, TX 9 · Richardson, TX 7 · Coppell, TX 5 · Roanoke, TX 5

Asset managers in and around Lewisville

#Manager People here Assets Visa salary
51 ACRES real estate · Irving $4.4bn 2 $4.4bn
52 St. James Investment Company, LLC Southlake $660.6m about 2main office $660.6m
53 SMH CAPITAL ADVISORS INC institutions · Southlake $503.1m 2 $503.1m
54 CWS CAPITAL PARTNERS LLC real estate · Plano $268.4m 2 $268.4m
55 FOCUS 401 (K) GROUP, LLC institutions · Addison $169.9m about 2main office $169.9m
56 DOUBLE EAGLE CAPITAL MANAGEMENT LP hedge funds, futures · Southlake $133.2m about 2main office $133.2m
57 NEW CANAAN FUNDING MEZZANINE LLC private equity · Southlake 2
58 PTMA INVESTMENT ADVISORS Richardson $104.2bn 1 $104.2bn
59 SageView Advisory Group, LLC institutions · Irving $37.5bn 1 $37.5bn
60 Prudent Man Advisors, LLC Richardson $30.6bn 1 $30.6bn
61 STOCKBRIDGE CAPITAL GROUP, LLC real estate · Plano STOCKBRIDGE CAPITAL GROUP, LLC · 2 related pages $21.5bn 1 $21.5bn
62 CBIZ Investment Advisory Services, LLC institutions · Irving $12.8bn 1 $12.8bn
63 Rubric Capital Management LP hedge funds, private equity, futures · Southlake $9.6bn 1 $9.6bn
64 RESMARK EQUITY PARTNERS, LLC real estate, futures · Addison $2.0bn 1 $2.0bn
65 TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP real estate · Addison $2.0bn 1 $2.0bn
66 ENERGIZE CAPITAL LLC private equity, venture · Irving $1.7bn 1 $1.7bn
67 ONEASCENT INVESTMENT SOLUTIONS, LLC mutual funds · Frisco $987.2m 1 $987.2m
68 VALINOR WEALTH MANAGEMENT Plano $678.3m about 1main office $678.3m
69 Quartz Partners, LLC Irving $611.9m 1 $611.9m
70 AECOM CAPITAL REAL ESTATE, LLC Southlake $559.5m 1 $559.5m
71 Manteio Capital LLC hedge funds, futures · Southlake MANTEIO CAPITAL LLC · 2 related pages $492.7m 1 $492.7m
72 SLW INVESTMENT MANAGEMENT, LLC mutual funds, futures · Plano $464.2m 1 $464.2m
73 FAMILYWEALTH institutions · Frisco $394.6m 1 $394.6m
74 PLANGUIDE FINANCIAL institutions · Southlake $277.2m about 1main office $277.2m
75 GARNETT ADVISORS, LLC institutions · Denton $265.7m about 1main office $265.7m
76 AWH FINANCIAL, LLC Frisco 1
77 US BANCORP \DE\ mutual funds, bank or insurer · Southlake U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn office $427.5bn
78 BLACK DRAGON CAPITAL INVESTMENT MANAGEMENT, INC private equity · Southlake $395.6m office $395.6m
79 VANGUARD GROUP INC mutual funds, futures, FCA fund manager, wealth · Plano VANGUARD ADVISERS INC · 8 related pages $11.1tn · visa salary $146,300 office $11.1tn $146,30069 filings
80 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Irving GOLDMAN SACHS WEALTH SERVICES, L.P. · 17 related pages $2.6tn · visa salary $132,000 office $2.6tn $132,0007 filings
81 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Frisco MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
82 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Frisco RBC CAPITAL MARKETS, LLC · 23 related pages $590.8bn office $590.8bn
83 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Addison PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
84 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Frisco TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
85 Fisher Asset Management, LLC wealth · Plano FISHER INVESTMENTS, Fisher Asset Management, LLC $386.7bn · visa salary $140,000 office $386.7bn $140,00035 filings
86 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Addison VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn office $121.1bn
87 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Roanoke W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
88 ALLSTATE CORP structured credit, wealth · Plano ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
89 TITLEIST ASSET MANAGEMENT, LLC wealth · Colleyville TITLEIST ASSET MANAGEMENT, LLC · 2 related pages $2.8bn office $2.8bn
90 Hilltop Holdings Inc. wealth, bank or insurer · Plano HILLTOP SECURITIES INC. · 4 related pages $2.5bn office $2.5bn
91 Bowie Capital Management, LLC Richardson $2.0bn based here $2.0bn
92 Parkway Wealth Management Group, LLC Plano $866.1m based here $866.1m
93 Tyche Wealth Partners LLC Plano $712.4m based here $712.4m
94 Coppell Advisory Solutions Corp. Coppell $530.5m based here $530.5m
95 MGB Wealth Management, LLC Addison $349.6m based here $349.6m
96 Mills Wealth Advisors LLC Southlake $317.6m based here $317.6m
97 Steward Financial Group LLC Colleyville $314.6m based here $314.6m
98 Garner Asset Management Corp Plano $308.4m based here $308.4m
99 Grunden Financial Advisory, Inc. Denton $255.9m based here $255.9m
100 RIVERCHASE WEALTH MANAGEMENT, LLC Flower Mound $214.6m based here $214.6m

126 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.