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🤫 Directory · consent-first

Near 75069. Mckinney.

24 financial advisors & firms and 3 insurance agents verified near Mckinney, TX — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 75069

Kopion Asset Management, LLC0 mi

RIA firm · Mckinney, TX 75069 · Registered investment adviser · $143M AUM

CRD 152693 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Gray Financial Planning LLC0 mi

RIA firm · Mckinney, TX 75069 · Registered investment adviser · $6M AUM

CRD 157583 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Succession Financial, INC0 mi

RIA firm · Mckinney, TX 75069 · Registered investment adviser · $210M AUM

CRD 336434 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
First Choice Financial Planning LLC5.2 mi

RIA firm · Allen, TX 75002 · Registered investment adviser

CRD 309162 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Corus Family Wealth Advisors, INC.5.9 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $620M AUM

CRD 114702 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Yield Financial Advisors5.9 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $22M AUM

CRD 162235 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Nashional Investments5.9 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $16M AUM

CRD 289955 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Krishna Wealth Planning5.9 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $37M AUM

CRD 304613 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fbs Securities5.9 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $45M AUM

CRD 326538 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Align Financial Advisors, LLC5.9 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $74M AUM

CRD 333905 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
WG Plan LLC5.9 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser · $5M AUM

CRD 338296 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Rtb Wealth Advisors, LLC5.9 mi

RIA firm · Mckinney, TX 75070 · Registered investment adviser

CRD 338599 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sightline Capital LLC6 mi

RIA firm · Mckinney, TX 75071 · Registered investment adviser

CRD 338600 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Macro Wealth Advisors, INC.6.3 mi

RIA firm · Mckinney, TX 75072 · Registered investment adviser · $21M AUM

CRD 127586 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Gurufocus Investments, LLC6.3 mi

RIA firm · Plano, TX 75072 · Registered investment adviser · $36M AUM

CRD 316414 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Monument Retirement & Wealth Advisory, LLC6.7 mi

RIA firm · Allen, TX 75013 · Registered investment adviser · $8M AUM

CRD 135311 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cadence Financial Advisors, LLC6.7 mi

RIA firm · Allen, TX 75013 · Registered investment adviser

CRD 141807 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Assetbuilder, INC.6.7 mi

RIA firm · Allen, TX 75013 · Registered investment adviser · $813M AUM

CRD 142665 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
New Dimensions Wealth Management, L.L.C.6.7 mi

RIA firm · Allen, TX 75013 · Registered investment adviser · $182M AUM

CRD 152136 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Revere Asset6.7 mi

RIA firm · Allen, TX 75013 · Registered investment adviser · $408M AUM

CRD 152881 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Act Wealth Management, LLC6.7 mi

RIA firm · Allen, TX 75013 · Registered investment adviser · $569M AUM

CRD 155131 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
White Rock Resources Holdings, LLC9.8 mi

RIA firm · Plano, TX 75025 · Registered investment adviser

CRD 332560 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Jones Capital Advisors, LLC10 mi

RIA firm · Murphy, TX 75094 · Registered investment adviser · $20M AUM

CRD 159091 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Urban Fund Management, LLC10.1 mi

RIA firm · Plano, TX 75074 · Registered investment adviser · $768M AUM

CRD 167491 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 75069

Swingle Collins & Associates19.8 mi

Insurance · Dallas, TX 75240 · Private client insurance for successful families; high-value home, auto, umbrella

This is you? Claim itclaimable & removable by its owner
Brent Cooper23.6 mi

Insurance · State Farm · Dallas, TX 75225 · Home/auto — 8201 Preston Rd, Preston Hollow/University Park

This is you? Claim itclaimable & removable by its owner
Allen Pitts23.6 mi

Insurance · State Farm · Dallas, TX 75225 · Home/auto — 8226 Douglas Ave

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Mckinney, TX.

  • Mckinney, TX6 mi
  • Allen, TX7 mi
  • Plano, TX10 mi
  • Plano, TX11 mi
  • Prosper, TX14 mi
  • Plano, TX14 mi
  • Frisco, TX14 mi
  • Plano, TX15 mi
  • Richardson, TX16 mi
  • Dallas, TX16 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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