Vault-13

Managers in Plano, TX

United States · 91 asset managers within 25 km (37 in Plano itself) · 157 wealth managers, banks and others

PlanoCoppellGarlandDallasDesotoHurstFriscoAllenFort WorthLittle Elm
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 · Southlake, TX 27 · Irving, TX 17 · Frisco, TX 14 · Addison, TX 11 · Mckinney, TX 9 · Richardson, TX 7 · Coppell, TX 5 · Roanoke, TX 5 · Allen, TX 4 · Flower Mound, TX 4 · Hurst, TX 3

Asset managers in and around Plano

#Manager People here Assets Visa salary
51 AWH FINANCIAL, LLC Frisco 1
52 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
53 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
54 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
55 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
56 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
57 Fisher Asset Management, LLC wealth · Plano FISHER INVESTMENTS, Fisher Asset Management, LLC $386.7bn · visa salary $140,000 office $386.7bn $140,00035 filings
58 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Allen Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
59 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
60 ALLSTATE CORP structured credit, wealth · Plano, Garland ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
61 Hilltop Holdings Inc. wealth, bank or insurer · Plano, Mckinney HILLTOP SECURITIES INC. · 4 related pages $2.5bn 2 offices $2.5bn
62 Bowie Capital Management, LLC Richardson $2.0bn based here $2.0bn
63 Parkway Wealth Management Group, LLC Plano $866.1m based here $866.1m
64 Tyche Wealth Partners LLC Plano $712.4m based here $712.4m
65 Coppell Advisory Solutions Corp. Coppell $530.5m based here $530.5m
66 MGB Wealth Management, LLC Addison $349.6m based here $349.6m
67 Garner Asset Management Corp Plano $308.4m based here $308.4m
68 FULLCIRCLE WEALTH LLC Mckinney $283.9m based here $283.9m
69 SWBC INVESTMENT COMPANY private equity, wealth · Garland SWBC INVESTMENT COMPANY · 2 related pages $256.0m office $256.0m
70 Steadtrust LLC Allen $197.7m based here $197.7m
71 Kingstone Capital Partners Texas, LLC Frisco $187.8m based here $187.8m
72 Tevis Investment Management Plano $182.8m based here $182.8m
73 BANNERMAN WEALTH MANAGEMENT GROUP, LLC Lewisville $171.3m based here $171.3m
74 Vann Equity Management LLC Plano $164.7m based here $164.7m
75 Liberty Atlantic Advisors LLC Allen $139.0m based here $139.0m
76 Summitas Investment Management LLC Mckinney $134.6m based here $134.6m
77 Fulcrum Equity Management Plano $123.6m based here $123.6m
78 PMG Family Office LLC Plano $108.5m based here $108.5m
79 STF Management LP Frisco $106.5m based here $106.5m
80 SUCCESSION FINANCIAL, INC. Mckinney $103.0m based here $103.0m
81 Westpark Management, LLC Plano $71.7m based here $71.7m
82 52AFRICA MANAGEMENT, LLC private equity · Mckinney office
83 BLACK KNIGHT ALTERNATIVE INVESTMENTS, LLC Frisco office
84 BMP II KATYDID MANAGEMENT, LLC private equity · Plano office
85 BRECK PARTNERS, LLC private equity · Frisco office
86 KICKING HORSE INVESTMENT MANAGEMENT, LLC hedge funds · Plano office
87 MEREDITH BAY COLLECTIVE private equity · Frisco office
88 MONTGOMERY CAPITAL ADVISERS Plano office
89 PROPTECH FUND MANAGER LLC private equity · Richardson office
90 TEAKWOOD CAPITAL private equity · Coppell office
91 TTFCM LLC venture · Plano office

91 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.