Cain, Watters & Associates, LLC

Cain, Watters & Associates, LLC (CRD# 111521) is a financial advisory firm headquartered in Frisco, TX. They manage $2,664,713,561 in 7,784 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
17 Cowboys Way, Suite 300, Frisco, TX 75034
https://www.facebook.com/cainwatters/
By the Numbers
  • Total Assets Under Management
    2,665
    MILLION
  • Total Number of Accounts
    7,784
    ACCOUNTS
  • Average Account Value
    $342,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Cain, Watters & Associates, LLC
Showing 1 - 10 of 63 top financial advisors.
1
Heidi Barnett, financial advisor Plano TX
Heidi H. Barnett
CRD#: 5142362
6900 Dallas Parkway, Suite 500, Plano, TX 75024

Heidi Barnett (CRD# 5142362) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Plano, TX and has over 17 years of experience in the finance industry.

2
Bradley Blasingame, financial advisor Plano TX
Bradley W. Blasingame
CRD#: 5284991
6900 Dallas Parkway, Ste 500, Plano, TX 75024

Bradley Blasingame (CRD# 5284991) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Plano, TX and has over 16 years of experience in the finance industry.

3
Brian Bortz, financial advisor Plano TX
Brian R. Bortz
CRD#: 3225344
6900 Dallas Parkway, Ste 500, Plano, TX 75024

Brian Bortz (CRD# 3225344) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Plano, TX and has over 24 years of experience in the finance industry.

4
Lauren Bostick, financial advisor Plano TX
Lauren A. Bostick
CRD#: 5635913
6900 Dallas Parkway, Ste 500, Plano, TX 75024

Lauren Bostick (CRD# 5635913) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Plano, TX and has over 14 years of experience in the finance industry.

5
Caitlin Bryan, financial advisor Plano TX
Caitlin S. Bryan
CRD#: 5896345
6900 Dallas Parkway, Ste 500, Plano, TX 75024

Caitlin Bryan (CRD# 5896345) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Plano, TX and has over 12 years of experience in the finance industry.

6
Darrell Cain, financial advisor Plano TX
Darrell W. Cain
CRD#: 1256055
6900 Dallas Parkway, Suite 500, Plano, TX 75024

Darrell Cain (CRD# 1256055) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Plano, TX and has over 39 years of experience in the finance industry.

7
Steven Cain, financial advisor Plano TX
Steven L. Cain
CRD#: 4538520
6900 Dallas Parkway, Ste 500, Plano, TX 75024

Steven Cain (CRD# 4538520) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Plano, TX and has over 24 years of experience in the finance industry.

8
Steven Clapp, financial advisor Plano TX
Steven B. Clapp
CRD#: 4538425
6900 Dallas Parkway, Ste 500, Plano, TX 75024

Steven Clapp (CRD# 4538425) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Plano, TX and has over 22 years of experience in the finance industry.

9
Matthew Clynch, financial advisor Frisco TX
Matthew S. Clynch
CRD#: 6374418
17 Cowboys Way, Suite 300, Frisco, TX 75034

Matthew Clynch (CRD# 6374418) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 9 years of experience in the finance industry.

10
Judson Crawford, financial advisor Plano TX
Judson S. Crawford
CRD#: 5001372
6900 Dallas Parkway, Ste 500, Plano, TX 75024

Judson Crawford (CRD# 5001372) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Plano, TX and has over 18 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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