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Frisco, Texas, part of the booming Dallas–Fort Worth metropolitan area, has become a beacon of corporate expansion and economic diversification. With rapid population growth and an influx of wealth, Frisco’s financial services industry has kept pace through the rise of modern investment advisory firms. These institutions—ranging from independent RIAs to hybrid wealth management groups—offer specialized counsel in tax mitigation, business succession planning, real estate investments, and alternative assets. This objective guide offers a gateway into Frisco’s fast-developing investment firm landscape, assisting investors in finding credible and responsive financial advisors.
1. TDJ Equity Funding
TDJ Equity Funding, based in Frisco, Texas, is a nationwide loan brokerage firm specializing in securing funding solutions for business owners, entrepreneurs, and real estate investors. The firm offers a wide array of financial products, including working capital, business term loans, equipment financing, business acquisitions, and real estate-secured loans. TDJ Equity Funding provides personalized assistance throughout the funding process, managing lender interactions and ensuring clients meet financial requirements. With a focus on transparency and efficiency, some programs offer approvals within a single day. Additionally, the firm offers educational resources, such as the “Women Startup Funding & Coaching Bootcamp,” and connects clients to a referral network of professionals for business planning and financial strategy support.
Phone: 2145617109
Email: [email protected]
Address: 7460 Warren Pkwy Suite 100, Frisco, TX 75034, United States
Website: https://www.tdjequityllc.net/
2. Merit Financial Advisors
Merit Financial Advisors is a national wealth management firm committed to enhancing clients’ lives through personalized financial strategies. With over 300 team members across 48 offices, including Frisco, TX, Merit offers a comprehensive range of services such as financial planning, wealth management, insurance planning, and support during life transitions like retirement, divorce, career changes, and widowhood. Operating under a fiduciary standard, Merit ensures that all financial decisions align with clients’ goals. As of March 31, 2025, the firm manages approximately $15.96 billion in assets, serving over 26,000 households nationwide. Merit’s mission is to revolutionize wealth management by building the future of the Registered Investment Advisor (RIA) model, emphasizing trust, transparency, and customized financial guidance.
Phone: 2144234200
Email: [email protected]
Address: 2801 Network Blvd # 503, Frisco, TX 75034, United States
3. SageSpring Wealth Partners
SageSpring Wealth Partners is a U.S.-based independent financial advisory firm focused on personalized, holistic financial planning. With a mission to help clients build wealth and achieve long-term financial independence, the firm aligns financial strategies with individual values and goals. With over 60 advisors across multiple states, SageSpring offers services including retirement income planning, tax-integrated strategies, investment management, estate planning, and charitable giving. Their Private Wealth division specializes in family office solutions and legacy planning for high-net-worth families. SageSpring’s client-centric approach ensures the creation of customized financial plans that reflect each client’s unique needs and aspirations.
Phone: 2143874500
Email: [email protected]
Address:2601 Network Blvd #101, Frisco, TX 75034, United States
Website: http://www.sagespring.com/
4. Brindle & Bay Wealth Management
Brindle & Bay Wealth Management is an independent financial advisory firm based in Texas, committed to helping individuals retire with confidence and clarity. Their client-centered approach is grounded in the Golden Rule—treating clients as they would treat themselves—ensuring personalized and empathetic financial planning. Specializing in retirement income strategies, investment management, tax efficiency, healthcare considerations, and legacy planning, Brindle & Bay offers comprehensive services tailored to each client’s specific goals. Through proactive planning and transparent communication, the firm aims to guide clients through the complexities of financial decision-making, preparing them for a secure and fulfilling retirement.
Phone: 2149889178
Email: [email protected]
Address: 5899 Preston Rd Ste. 1103, Frisco, TX 75034, United States
Website: https://www.brindleandbay.com/
5. Wave Wealth Management
Wave Wealth is a boutique RIA firm focused on providing personalized wealth management services that prioritize clients’ best interests. Founded by Certified Financial Planner™ Ben Jones, the firm offers unbiased, customized strategies aimed at maximizing wealth and minimizing taxation. Supported by Client Coordinator Kristin Casey, Wave Wealth emphasizes trust, offering free consultations to understand each client’s unique financial needs before engagement.
Phone: 9729544100
Email: [email protected]
Address: 7000 Parkwood Blvd suite G300, Frisco, TX 75034, United States
Website: http://www.wavewealth.com/
6. First Dallas Financial Group Inc.
First Dallas Financial Group is a Texas-based financial advisory firm that provides personalized, comprehensive planning to help clients achieve their financial goals. Specializing in retirement income strategies and investment risk management, the firm offers a holistic approach that prioritizes long-term financial well-being. Their experienced team works closely with clients to create tailored plans, providing educational resources and no-obligation portfolio reviews. Operating with a client-first philosophy, they believe their success is tied to their clients’ success, with services offered through Cambridge Investment Research.
Phone: 19722482032
Email: [email protected]
Address: 2591 Dallas Pkwy Ste. 300, Frisco, TX 75024
Website: http://www.firstdallasfinancial.com/
7. Madison Capital
Madison Capital Investments is a private equity firm specializing in energy royalty portfolios for accredited investors and institutions. With offices in Madison, Wisconsin, and Frisco, Texas, the firm focuses on building diversified portfolios that offer direct ownership of energy assets, providing monthly cash flow, acting as an inflation hedge, and offering upside potential. Their strategy emphasizes a high well count, with over 1,000 wells across 15 states. The firm’s asset management arm, Madison Royalty Management LLC (MRM), manages royalty interests exceeding $37 million in cost basis, with assets in 16 states and over 60 counties, offering services in portfolio construction, asset management, and investor reporting.
Phone: 12149876000
Email: [email protected]
Address: 2601 Network Blvd, Frisco, TX 75034
Website: http://madisoncapitalinvestments.com/
8. Herrington Wealth Management
Herrington Wealth Management is an independent, fee-only financial advisory firm in Frisco, Texas, founded in 2019. Specializing in comprehensive financial planning, the firm offers services in investment management, retirement planning, estate planning, and education funding. As fiduciaries, they prioritize clients’ best interests with transparent, all-inclusive pricing, charging a 1% annual fee on managed assets, which decreases to 0.6% for portfolios over $10 million. The firm stands out with its concierge service model, meeting clients at home, office, or virtually, for greater convenience. They also provide alternative investments like private equity, venture capital, and real estate, with educational sessions on associated risks and benefits. Led by Angie Herrington, CFP®, and Galen Rue Herrington, the firm focuses on personalized financial strategies and building long-term client relationships.
Phone: 12145098724
Email: [email protected]
Address: 6160 Warren Pkwy #100, Frisco, TX 75024
Website: http://www.herringtonwealth.com/
Navigating Frisco’s Investment Firms Landscape
Choosing an investment firm in Frisco requires a strategic evaluation of both traditional metrics—such as performance history and regulatory credentials—and deeper considerations, including the firm’s alignment with one’s long-term financial goals and personal wealth philosophy. As a rapidly expanding economic hub within the Dallas–Fort Worth metroplex, Frisco offers a diverse range of investment firms equipped to support objectives from retirement planning and generational wealth transfer to tax-efficient growth. In a competitive and innovation-driven financial environment, investors are encouraged to critically assess advisory approaches, client service models, and fiduciary standards to ensure a partnership that fosters long-term value and strategic clarity.
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