Vault-13

Managers in Little Elm, TX

United States · 65 asset managers within 25 km (1 in Little Elm itself) · 128 wealth managers, banks and others

Little ElmCoppellGarlandDallasHurstPlanoFriscoFort WorthProsperMansfield
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 · Addison, TX 11 · Mckinney, TX 9 · Richardson, TX 7 · Coppell, TX 5 · Roanoke, TX 5 · Flower Mound, TX 4 · Allen, TX 4

Asset managers in and around Little Elm

#Manager People here Assets Visa salary
1 FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Plano STRATEGIC ADVISERS LLC · 9 related pages $2.3tn 72 $2.3tn
2 MOSS, LUSE & WOMBLE, LLC institutions · Plano $803.2m about 21main office $803.2m
3 BSIP SLP GP, LLC private equity · Frisco $1.1bn about 17main office $1.1bn
4 MCR FUND MANAGEMENT LLC private equity, real estate, futures · Coppell $4.6bn about 15main office $4.6bn
5 ROOSEVELT MANAGEMENT COMPANY LLC institutions · Coppell $52.4m 15 $52.4m
6 ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC institutions · Plano $10.5bn 14 $10.5bn
7 ELDRIDGE CREDIT ADVISERS, LLC hedge funds, structured credit · Plano $8.5bn 14 $8.5bn
8 ELDRIDGE GP1 ADVISERS private equity · Plano ELDRIDGE GP1 ADVISERS, ELDRIDGE SME ADVISERS $510.0m 14 $510.0m
9 UNITED SERVICES AUTOMOBILE ASSOCIATION Plano USAA INVESTMENT SERVICES COMPANY · 3 related pages $1.2bn · visa salary $135,000 10 $1.2bn $135,000140 filings
10 URBAN FUND MANAGEMENT, LLC Plano $767.8m about 10main office $767.8m
11 PRIME CAPITAL FINANCIAL institutions · Flower Mound $39.1bn 7 $39.1bn
12 CATALYST STRATEGIC SOLUTIONS institutions · Plano $52.4bn about 6main office $52.4bn
13 RFG Advisory, LLC mutual funds · Plano, Flower Mound $8.0bn 6 $8.0bn
14 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Coppell FIDUCIARY CONSULTING GROUP · 33 related pages $2.0tn 5 $2.0tn
15 RETIREMENT PLAN ADVISORS, LLC institutions · Frisco $3.5bn 5 $3.5bn
16 JPMORGAN CHASE & CO hedge funds, private equity, real estate, structured credit and 6 more · Plano J.P. Morgan Securities LLC, J.P. MORGAN INVESTMENT MANAGEMENT INC. · 21 related pages $3.5tn · visa salary $147,000 4 $3.5tn $147,0001,660 filings
17 FISHER\SMB institutions · Carrollton $6.8bn about 4main office $6.8bn
18 MARINER INSTITUTIONAL, LLC institutions · Plano $2.8bn 4 $2.8bn
19 LAKE WHILLANS CAPITAL PARTNERS LLC private equity · Plano $311.9m about 4main office $311.9m
20 WHITE ROCK OIL & GAS HOLDINGS, LLC Plano $205.1m about 4main office $205.1m
21 ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC Plano about 4main office
22 CAVANAL HILL INVESTMENT MANAGEMENT, INC. institutions · Plano $15.2bn 3 $15.2bn
23 Cabana LLC mutual funds · Plano $471.8m 3 $471.8m
24 TURNBRIDGE CAPITAL, LLC private equity · Little Elm $241.2m about 3main office $241.2m
25 WHITE ROCK RESOURCES HOLDINGS, LLC Plano about 3main office
26 STATE FARM INVESTMENT MANAGEMENT CORP mutual funds · Flower Mound, Carrollton $12.9bn 2 $12.9bn
27 CWS CAPITAL PARTNERS LLC real estate · Plano $268.4m 2 $268.4m
28 STOCKBRIDGE CAPITAL GROUP, LLC real estate · Plano STOCKBRIDGE CAPITAL GROUP, LLC · 2 related pages $21.5bn 1 $21.5bn
29 Cullen/Frost Bankers, Inc. mutual funds, institutions, futures · Frisco Frost Investment Services, LLC · 3 related pages $10.1bn 1 $10.1bn
30 Procyon Advisors, LLC hedge funds, private equity, institutions · Prosper $9.2bn 1 $9.2bn
31 ONEASCENT INVESTMENT SOLUTIONS, LLC mutual funds · Frisco $987.2m 1 $987.2m
32 VALINOR WEALTH MANAGEMENT Plano $678.3m about 1main office $678.3m
33 SLW INVESTMENT MANAGEMENT, LLC mutual funds, futures · Plano $464.2m 1 $464.2m
34 FAMILYWEALTH institutions · Frisco $394.6m 1 $394.6m
35 GARNETT ADVISORS, LLC institutions · Denton $265.7m about 1main office $265.7m
36 AWH FINANCIAL, LLC Frisco 1
37 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
38 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
39 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
40 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
41 Fisher Asset Management, LLC wealth · Plano FISHER INVESTMENTS, Fisher Asset Management, LLC $386.7bn · visa salary $140,000 office $386.7bn $140,00035 filings
42 ALLSTATE CORP structured credit, wealth · Plano ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
43 Hilltop Holdings Inc. wealth, bank or insurer · Plano HILLTOP SECURITIES INC. · 4 related pages $2.5bn office $2.5bn
44 Parkway Wealth Management Group, LLC Plano $866.1m based here $866.1m
45 Tyche Wealth Partners LLC Plano $712.4m based here $712.4m
46 Coppell Advisory Solutions Corp. Coppell $530.5m based here $530.5m
47 Garner Asset Management Corp Plano $308.4m based here $308.4m
48 Grunden Financial Advisory, Inc. Denton $255.9m based here $255.9m
49 RIVERCHASE WEALTH MANAGEMENT, LLC Flower Mound $214.6m based here $214.6m
50 Kingstone Capital Partners Texas, LLC Frisco $187.8m based here $187.8m

65 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.