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🤫 Directory · consent-first

Near 75074. Plano.

24 financial advisors & firms and 13 insurance agents verified near Plano, TX — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 75074

Urban Fund Management, LLC0 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
Your Richest Life0 mi

RIA firm · Plano, TX 75074 · Registered investment adviser · $29M AUM

CRD 171609 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Nobles & Richards Advisors, LLC0 mi

RIA firm · Plano, TX 75074 · Registered investment adviser · $35M AUM

CRD 281539 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Crescent Investment Solutions LLC0 mi

RIA firm · Plano, TX 75074 · Registered investment adviser · $230k AUM

CRD 331945 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Tuggle & Russell, L.L.C.2.7 mi

RIA firm · Richardson, TX 75082 · Registered investment adviser · $14M AUM

CRD 124177 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lemnis Capital2.7 mi

RIA firm · Richardson, TX 75082 · Registered investment adviser · $98M AUM

CRD 340137 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Jones Capital Advisors, LLC3.6 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
Insight Wealth Partners3.7 mi

RIA firm · Plano, TX 75023 · Registered investment adviser · $1.1B AUM

CRD 153635 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wealthstar Advisors, LLC3.7 mi

RIA firm · Plano, TX 75023 · Registered investment adviser · $724M AUM

CRD 164957 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
in-christ Asset Management, LLC3.7 mi

RIA firm · Plano, TX 75023 · Registered investment adviser · $420k AUM

CRD 333883 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Knode Wealth Management LLC3.7 mi

RIA firm · Plano, TX 75023 · Registered investment adviser · $21M AUM

CRD 336114 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vessel Financial Planning LLC3.7 mi

RIA firm · Plano, TX 75023 · Registered investment adviser

CRD 338596 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
First Choice Financial Planning LLC5.4 mi

RIA firm · Allen, TX 75002 · Registered investment adviser

CRD 309162 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
White Rock Resources Holdings, LLC5.5 mi

RIA firm · Plano, TX 75025 · Registered investment adviser

CRD 332560 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Bluechip Financial Planning, INC.5.6 mi

RIA firm · Richardson, TX 75080 · Registered investment adviser · $43M AUM

CRD 114944 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Generational Wealth Advisors5.6 mi

RIA firm · Richardson, TX 75080 · Registered investment adviser · $569M AUM

CRD 135145 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Gfn Capital Management5.6 mi

RIA firm · Richardson, TX 75080 · Registered investment adviser · $120M AUM

CRD 139403 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Bland Garvey Wealth Advisors, LLC5.6 mi

RIA firm · Richardson, TX 75080 · Registered investment adviser · $241M AUM

CRD 140066 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Strategic Wealth Planning5.6 mi

RIA firm · Richardson, TX 75080 · Registered investment adviser · $209M AUM

CRD 149134 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Guiding Wealth Management, LLC5.6 mi

RIA firm · Richardson, TX 75080 · Registered investment adviser · $59M AUM

CRD 175242 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Jardine Financial Group5.6 mi

RIA firm · Richardson, TX 75080 · Registered investment adviser · $75M AUM

CRD 175449 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
US Freedom Capital Advisors LLC5.6 mi

RIA firm · Richardson, TX 75080 · Registered investment adviser · $325k AUM

CRD 283481 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Olympus Capital, LLC5.6 mi

RIA firm · Richardson, TX 75080 · Registered investment adviser · $55M AUM

CRD 310659 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Orion Wealth Management LLC5.6 mi

RIA firm · Richardson, TX 75080 · Registered investment adviser · $16M AUM

CRD 313698 · verify at the regulator

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

Insurance agents near 75074

Swingle Collins & Associates10 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 Cooper13.5 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 Pitts13.5 mi

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

This is you? Claim itclaimable & removable by its owner
Steve Barnes15.4 mi

Insurance · State Farm · Dallas, TX 75205 · Home/auto — 4403 N Central Expy, Highland Park adjacent

This is you? Claim itclaimable & removable by its owner
Larry Sandlin15.5 mi

Insurance · State Farm · Dallas, TX 75209 · Home/auto — Mockingbird Ln; serves Preston Hollow since 2005

This is you? Claim itclaimable & removable by its owner
Kathy Wall15.5 mi

Insurance · State Farm · Dallas, TX 75209 · Home/auto — 5600 W Lovers Lane

This is you? Claim itclaimable & removable by its owner
Melanie Irvin15.5 mi

Insurance · Farmers · Dallas, TX 75209 · Home/auto — 4807 W Lovers Ln

This is you? Claim itclaimable & removable by its owner
Thumann Insurance Agency15.6 mi

Insurance · Dallas, TX · High-value home insurance for Highland Park/University Park; $750k+ dwelling specialists

This is you? Claim itclaimable & removable by its owner
Tower Street Insurance15.6 mi

Insurance · Dallas, TX · Private client placement (Chubb) for Highland Park estates, art, collections

This is you? Claim itclaimable & removable by its owner
Sheaner Insurance Agency15.6 mi

Insurance · Dallas, TX · Home, auto and business insurance for Dallas families

This is you? Claim itclaimable & removable by its owner
Higginbotham15.6 mi

Insurance · Dallas, TX · Private client: vacation homes, fine art, jewelry, claims advocacy

This is you? Claim itclaimable & removable by its owner
Allen Thomas Group15.6 mi

Insurance · Dallas, TX · High-value homeowners (Chubb, AIG, Cincinnati) across Texas metros

This is you? Claim itclaimable & removable by its owner
North Texas Insurance Group, LLC15.6 mi

Insurance · Allstate · Dallas, TX · Auto/home — serves University Park, Highland Park, Preston Hollow

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

Nearby areas

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

  • Plano, TX4 mi
  • Richardson, TX6 mi
  • Allen, TX6 mi
  • Dallas, TX7 mi
  • Plano, TX8 mi
  • Dallas, TX8 mi
  • Mckinney, TX9 mi
  • Plano, TX9 mi
  • Dallas, TX9 mi
  • Dallas, TX10 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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