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Find The Best Financial Advisors in Allen, Texas
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Allen is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Allen & pick the one as per your needs
How To Find The Best Financial Advisors in Allen, Texas
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Allen, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 17 vetted financial advisors and non-vetted financial advisors in Allen, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Allen, Texas have an average of 20 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Allen, Texas
214-901-7526
Top Financial Advisor Firms in Allen, Texas (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| ACT WEALTH MANAGEMENT, LLC One Bethany East, 900 West Bethany Drive, Suite 150 Allen, TX, 75013 | 155131 | $332,389,465 | 445 | A Percentage of AUM |
| REVERE ASSET 825 Waters Creek Blvd, Suite 385 Allen, TX, 75013 | 152881 | $118,525,136 | 528 | A Percentage of AUM, Performance Based |
| NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. 550 S. Watters Road, Suite 242 Allen, TX, 75013 | 152136 | $114,546,107 | 413 | A Percentage of AUM, Fixed Fees |
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