Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.
If you’re in Irving and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.
- LPL Financial
- Miller Equity Capital Advisors
- United Capital Wealth
- Quotient Wealth Partners
1. LPL Financial
LPL Financial is a leading financial services firm and the largest independent broker-dealer in the United States. Founded in 1989 through the merger of Linsco and Private Ledger, LPL was established to empower financial advisors with the freedom and resources to serve their clients’ best interests. Headquartered in San Diego, California, with additional offices in Boston, Fort Mill, and Austin, LPL supports over 28,000 financial professionals and 1,200 financial institutions nationwide .
2. Miller Equity Capital Advisors
Miller Equity Capital Advisors (MECA) is a distinguished, fee-only registered investment advisory firm headquartered in Irving, Texas. Founded by Mark Miller, MECA is dedicated to providing high-net-worth individuals and families with independent, objective financial guidance. The firm specializes in delivering tailored investment strategies and comprehensive wealth management solutions that align with clients’ long-term financial goals.
3. United Capital Wealth
United Capital Financial Advisors, headquartered at 125 E John W Carpenter Freeway, Suite 1200 in Irving, Texas, is a leading wealth management firm dedicated to providing personalized financial planning services. With a team of experienced professionals, including Managing Director William Swearingen and Wealth Advisors James Olmore and Trudy Turner, the firm emphasizes understanding each client’s unique financial mindset to develop strategies aligned with their values and goals. United Capital offers a comprehensive range of services, including investment management, retirement planning, and estate planning, all designed to help clients achieve financial confidence and clarity. By integrating clients’ personal aspirations with sound financial strategies, United Capital Financial Advisors strives to be a trusted partner in navigating the complexities of financial life.
4. Quotient Wealth Partners
Quotient Wealth Partners is an independent, SEC-registered investment advisory firm that combines over 150 years of collective experience to help individuals and families achieve financial clarity and confidence. With offices in Dallas, Houston, Denver, San Antonio, and Morristown, the firm specializes in serving executives, corporate employees, retirees, emerging leaders, and small business owners across the United States.
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