Vault-13

Managers in Mckinney, TX

United States · 64 asset managers within 25 km (9 in Mckinney itself) · 113 wealth managers, banks and others

MckinneyCoppellGarlandDallasHurstPlanoFriscoFort WorthLittle ElmProsper
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 · Frisco, TX 14 · Addison, TX 11 · Richardson, TX 7 · Coppell, TX 5 · Allen, TX 4 · Flower Mound, TX 4 · Garland, TX 2 · Carrollton, TX 2 · Denton, TX 2 · Prosper, TX 1

Asset managers in and around Mckinney

#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 ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC institutions · Plano $10.5bn 14 $10.5bn
5 ELDRIDGE CREDIT ADVISERS, LLC hedge funds, structured credit · Plano $8.5bn 14 $8.5bn
6 ELDRIDGE GP1 ADVISERS private equity · Plano ELDRIDGE GP1 ADVISERS, ELDRIDGE SME ADVISERS $510.0m 14 $510.0m
7 UNITED SERVICES AUTOMOBILE ASSOCIATION Plano USAA INVESTMENT SERVICES COMPANY · 3 related pages $1.2bn · visa salary $135,000 10 $1.2bn $135,000140 filings
8 URBAN FUND MANAGEMENT, LLC Plano $767.8m about 10main office $767.8m
9 CATALYST STRATEGIC SOLUTIONS institutions · Plano $52.4bn about 6main office $52.4bn
10 RFG Advisory, LLC mutual funds · Plano, Mckinney $8.0bn 5 $8.0bn
11 RETIREMENT PLAN ADVISORS, LLC institutions · Frisco $3.5bn 5 $3.5bn
12 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
13 MARINER INSTITUTIONAL, LLC institutions · Plano $2.8bn 4 $2.8bn
14 LAKE WHILLANS CAPITAL PARTNERS LLC private equity · Plano $311.9m about 4main office $311.9m
15 WHITE ROCK OIL & GAS HOLDINGS, LLC Plano $205.1m about 4main office $205.1m
16 ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC Plano about 4main office
17 CAVANAL HILL INVESTMENT MANAGEMENT, INC. institutions · Plano $15.2bn 3 $15.2bn
18 Cabana LLC mutual funds · Plano $471.8m 3 $471.8m
19 WHITE ROCK RESOURCES HOLDINGS, LLC Plano about 3main office
20 CWS CAPITAL PARTNERS LLC real estate · Plano $268.4m 2 $268.4m
21 BROOKSTONE WEALTH ADVISORS, LLC Allen 2
22 STOCKBRIDGE CAPITAL GROUP, LLC real estate · Plano STOCKBRIDGE CAPITAL GROUP, LLC · 2 related pages $21.5bn 1 $21.5bn
23 Cullen/Frost Bankers, Inc. mutual funds, institutions, futures · Frisco Frost Investment Services, LLC · 3 related pages $10.1bn 1 $10.1bn
24 Procyon Advisors, LLC hedge funds, private equity, institutions · Prosper $9.2bn 1 $9.2bn
25 Alera Investment Advisors, LLC institutions · Wylie $5.3bn 1 $5.3bn
26 ISC ADVISORS, INC. institutions · Mckinney $1.6bn 1 $1.6bn
27 ONEASCENT INVESTMENT SOLUTIONS, LLC mutual funds · Frisco $987.2m 1 $987.2m
28 VALINOR WEALTH MANAGEMENT Plano $678.3m about 1main office $678.3m
29 Quartz Partners, LLC Mckinney $611.9m 1 $611.9m
30 SLW INVESTMENT MANAGEMENT, LLC mutual funds, futures · Plano $464.2m 1 $464.2m
31 FAMILYWEALTH institutions · Frisco $394.6m 1 $394.6m
32 GURUFOCUS INVESTMENTS, LLC mutual funds · Mckinney $35.8m about 1main office $35.8m
33 AWH FINANCIAL, LLC Frisco 1
34 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
35 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
36 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
37 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
38 Fisher Asset Management, LLC wealth · Plano FISHER INVESTMENTS, Fisher Asset Management, LLC $386.7bn · visa salary $140,000 office $386.7bn $140,00035 filings
39 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Allen Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
40 ALLSTATE CORP structured credit, wealth · Plano ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
41 Hilltop Holdings Inc. wealth, bank or insurer · Plano, Mckinney HILLTOP SECURITIES INC. · 4 related pages $2.5bn 2 offices $2.5bn
42 Parkway Wealth Management Group, LLC Plano $866.1m based here $866.1m
43 Tyche Wealth Partners LLC Plano $712.4m based here $712.4m
44 Garner Asset Management Corp Plano $308.4m based here $308.4m
45 FULLCIRCLE WEALTH LLC Mckinney $283.9m based here $283.9m
46 Steadtrust LLC Allen $197.7m based here $197.7m
47 Kingstone Capital Partners Texas, LLC Frisco $187.8m based here $187.8m
48 Tevis Investment Management Plano $182.8m based here $182.8m
49 Vann Equity Management LLC Plano $164.7m based here $164.7m
50 Liberty Atlantic Advisors LLC Allen $139.0m based here $139.0m

64 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.