Investment advisers in Addison, TX
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Pcim Realty Advisors, LLC | $1.22 billion | 19 | 0 |
| Foundation Energy Management | $270.3 million | 110 | 0 |
| Waterford Capital Investment Advisory Services LLC | $228.5 million | 3 | 1 |
| Provident Financial Planning, LLC | $174.2 million | 2 | 0 |
| Focus 401 (K) Group, LLC | $169.9 million | 2 | 0 |
| Phoenix Capital Realty Advisors, LLC | $155.8 million | 19 | 0 |