Vault-13

Managers in Addison, TX

United States · 569 asset managers within 25 km (11 in Addison itself) · 353 wealth managers, banks and others

CoppellGarlandDallasDesotoHurstPlanoFriscoAllenFort 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 · Plano, TX 37 · Southlake, TX 27 · Irving, TX 17 · Frisco, TX 14 · Mckinney, TX 9 · Richardson, TX 7 · Coppell, TX 5 · Roanoke, TX 5 · Allen, TX 4 · Flower Mound, TX 4 · Arlington, TX 3

Asset managers in and around Addison

#Manager People here Assets Visa salary
401 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
402 Fisher Asset Management, LLC wealth · Plano FISHER INVESTMENTS, Fisher Asset Management, LLC $386.7bn · visa salary $140,000 office $386.7bn $140,00035 filings
403 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Dallas Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
404 CITIGROUP INC private equity, real estate, wealth · Dallas Citigroup Global Markets Inc. · 13 related pages $215.3bn office $215.3bn
405 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Dallas STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
406 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Dallas SCS Capital Management LLC · 6 related pages $181.9bn office $181.9bn
407 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Allen Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
408 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
409 Canadian Imperial Bank of Commerce wealth, bank or insurer · Dallas CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
410 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Dallas OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
411 AlTi Global, Inc. hedge funds, private equity, real estate, futures and 2 more · Dallas TIEDEMANN ADVISORS, LLC · 3 related pages $31.0bn office $31.0bn
412 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Dallas Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
413 ALLSTATE CORP structured credit, wealth · Plano, Garland ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
414 RCP ADVISORS 2, LLC private equity · Dallas $18.2bn office $18.2bn
415 AVANTAX ADVISORY SERVICES, INC. Dallas $18.2bn based here $18.2bn
416 Newlands Management Operations LLC Dallas $16.6bn based here $16.6bn
417 CANTOR FITZGERALD, L. P. real estate, mutual funds, futures, wealth · Dallas Smith Group Asset Management, LLC · 3 related pages $10.3bn office $10.3bn
418 DISRUPTIVE TECHNOLOGY ADVISERS LLC Dallas $7.7bn office $7.7bn
419 Prospera Financial Services Inc Dallas $6.9bn based here $6.9bn
420 Quotient Wealth Partners, LLC Dallas $4.2bn based here $4.2bn
421 TCTC Holdings, LLC Dallas $3.8bn based here $3.8bn
422 LEVEL FOUR ADVISORY SERVICES, LLC Dallas $3.5bn based here $3.5bn
423 Hilltop Holdings Inc. wealth, bank or insurer · Dallas, Plano MOMENTUM INDEPENDENT NETWORK INC., HILLTOP SECURITIES INC., Hilltop Holdings Inc. · 4 related pages $2.5bn 6 offices $2.5bn
424 Apexium Financial, LP Dallas $2.1bn based here $2.1bn
425 Bowie Capital Management, LLC Richardson $2.0bn based here $2.0bn
426 Sagefield Capital LP Dallas $1.3bn based here $1.3bn
427 Smith Anglin Financial, LLC Dallas $1.1bn based here $1.1bn
428 8 KNOTS MANAGEMENT, LLC Dallas $868.1m based here $868.1m
429 Parkway Wealth Management Group, LLC Plano $866.1m based here $866.1m
430 Tolleson Wealth Management, Inc. Dallas $741.9m based here $741.9m
431 Tyche Wealth Partners LLC Plano $712.4m based here $712.4m
432 Probity Advisors, Inc. Dallas $699.2m based here $699.2m
433 Ascentis Wealth Management, LLC Dallas $667.3m based here $667.3m
434 RGT Wealth Advisors, LLC Dallas $627.2m based here $627.2m
435 Sixth Street Partners Management Company, L.P. Dallas $579.2m based here $579.2m
436 Coppell Advisory Solutions Corp. Coppell $530.5m based here $530.5m
437 Ackerman Capital Advisors, LLC Dallas $495.8m based here $495.8m
438 Stephens Greth Foundation asset owner · Dallas $485.2m based here $485.2m
439 Storgate, LLC Dallas $482.1m based here $482.1m
440 McElhenny Sheffield Capital Management, LLC Dallas $403.8m based here $403.8m
441 MGB Wealth Management, LLC Addison $349.6m based here $349.6m
442 Greenfield Seitz Capital Management, LLC Dallas $335.8m based here $335.8m
443 Kalehua Capital Management LLC Dallas $313.5m office $313.5m
444 Worth Asset Management, LLC Dallas $312.6m based here $312.6m
445 Garner Asset Management Corp Plano $308.4m based here $308.4m
446 Highlander Partners, L.P. Dallas $298.3m based here $298.3m
447 Codex Capital Asset Management L.L.C. Dallas $288.9m based here $288.9m
448 Palogic Value Management, L.P. Dallas $279.9m based here $279.9m
449 Southern Wealth Management, LLP Dallas $257.6m based here $257.6m
450 SWBC INVESTMENT COMPANY private equity, wealth · Garland SWBC INVESTMENT COMPANY · 2 related pages $256.0m office $256.0m

569 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.