Vault-13

Managers in Coppell, TX

United States · 595 asset managers within 25 km (5 in Coppell itself) · 378 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 · 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 · Roanoke, TX 5 · Flower Mound, TX 4

Asset managers in and around Coppell

#Manager People here Assets Visa salary
401 FOUNDER ETFS LLC mutual funds · Dallas $2.9m about 1main office $2.9m
402 ALKA PARTNERS, LLC mutual funds · Dallas $2 about 1main office $2
403 INNOVAYTE CAPITAL Dallas about 1main office
404 CLOUDFORM STRATEGIES hedge funds · Dallas 1
405 FIRMAMENT ADVISORS PARALLEL IV, LLC private equity · Dallas 1
406 GRAY'S CREEK CAPITAL ADVISORS, LLC hedge funds · Dallas 1
407 HAN RIVER PARTNERS venture · Dallas 1
408 RANGEWATER INVESTMENT MANAGEMENT, LLC real estate · Dallas 1
409 US ISRAEL GEFEN CAPITAL MANAGEMENT LTD venture · Dallas 1
410 US BANCORP \DE\ mutual funds, bank or insurer · Southlake U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn office $427.5bn
411 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Dallas ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
412 HAMMES REALTY ADVISORS, LLC hedge funds, real estate · Dallas $2.0bn office $2.0bn
413 M FINANCIAL INVESTMENT ADVISERS INC mutual funds · Dallas $1.0bn office $1.0bn
414 BLACK DRAGON CAPITAL INVESTMENT MANAGEMENT, INC private equity · Southlake $395.6m office $395.6m
415 M2G VENTURES LLC real estate · Dallas $284.0m office $284.0m
416 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
417 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
418 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Dallas NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn 2 offices $859.8bn
419 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Dallas, Frisco RBC CAPITAL MARKETS, LLC · 23 related pages $590.8bn 2 offices $590.8bn
420 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
421 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
422 Fisher Asset Management, LLC wealth · Plano FISHER INVESTMENTS, Fisher Asset Management, LLC $386.7bn · visa salary $140,000 office $386.7bn $140,00035 filings
423 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
424 CITIGROUP INC private equity, real estate, wealth · Dallas Citigroup Global Markets Inc. · 13 related pages $215.3bn office $215.3bn
425 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Dallas STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
426 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
427 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
428 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
429 Canadian Imperial Bank of Commerce wealth, bank or insurer · Dallas CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
430 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
431 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
432 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Dallas Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
433 ALLSTATE CORP structured credit, wealth · Plano ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
434 RCP ADVISORS 2, LLC private equity · Dallas $18.2bn office $18.2bn
435 AVANTAX ADVISORY SERVICES, INC. Dallas $18.2bn based here $18.2bn
436 Newlands Management Operations LLC Dallas $16.6bn based here $16.6bn
437 CANTOR FITZGERALD, L. P. real estate, mutual funds, futures, wealth · Dallas Smith Group Asset Management, LLC · 3 related pages $10.3bn office $10.3bn
438 DISRUPTIVE TECHNOLOGY ADVISERS LLC Dallas $7.7bn office $7.7bn
439 Prospera Financial Services Inc Dallas $6.9bn based here $6.9bn
440 Quotient Wealth Partners, LLC Dallas $4.2bn based here $4.2bn
441 TCTC Holdings, LLC Dallas $3.8bn based here $3.8bn
442 LEVEL FOUR ADVISORY SERVICES, LLC Dallas $3.5bn based here $3.5bn
443 TITLEIST ASSET MANAGEMENT, LLC wealth · Colleyville TITLEIST ASSET MANAGEMENT, LLC · 2 related pages $2.8bn office $2.8bn
444 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
445 Apexium Financial, LP Dallas $2.1bn based here $2.1bn
446 Bowie Capital Management, LLC Richardson $2.0bn based here $2.0bn
447 Leo Wealth, LLC Hurst $1.4bn based here $1.4bn
448 Sagefield Capital LP Dallas $1.3bn based here $1.3bn
449 Smith Anglin Financial, LLC Dallas $1.1bn based here $1.1bn
450 LEO BROKERAGE, LLC Hurst $876.3m based here $876.3m

595 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.