Plano, TX Office

Team
Updated today

Nobles & Richards Advisors, LLC

Team

Firm-wide stats for Nobles & Richards Advisors, LLC

Total advisors

6

Across 2 offices

Clients per advisor

21 Very Low

Avg AUM per client

$267,062 Very Low

HNW client ratio

9% Very Low

About

Nobles & Richards Advisors, LLC provides investment advisory, financial planning, and focused consulting to a mix of individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, charitable organizations (including donor‑advised fund accounts), state and municipal entities, and corporate clients. Services include continuous portfolio management, written financial plans, and access to third‑party sub‑advisers for selected strategies.

The firm gathers client information through in‑depth interviews to establish objectives, time horizon and risk tolerance, and typically implements investment recommendations on a principally non‑discretionary basis, seeking client approval for trades except in limited, case‑by‑case discretionary arrangements. Investment analysis relies on fundamental and market/asset‑based methods and may include structured products, alternative investments, ETFs/mutual funds, and SEI sub‑advised model strategies, with account reviews performed at least quarterly.

What is noteworthy relative to many peers is the firm’s affiliation with a broker‑dealer and the fact that certain supervised persons are registered representatives and licensed insurance agents, allowing some client transactions to be implemented on a commission basis and disclosed as such in its Form ADV. Also atypical for a team‑sized advisory firm, Nobles & Richards operates mainly on a non‑discretionary model while combining multiple custodial and sub‑advisory arrangements, which can produce a mix of client‑directed execution and externally managed discretionary strategies.

Based on Nobles & Richards Advisors, LLC

Expertise

Wealth management Private / alternative investments

Based on Nobles & Richards Advisors, LLC

Location

801 E. Plano Pkwy, Suite 220

Plano TX 75074

Advisors at this office

5

Advisors at this office

user avatar

Liam C

Series 63, Series 65

Plano, TX

Nobles & Richards Advisors, LLC

Liam Coll is an advisor at Nobles & Richards Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fidelity Investments, Merrill, and Charles Schwab & Co., Inc. Nobles & Richards Advisors, LLC serves a diverse client base that includes high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm offers investment advisory, financial planning, and consulting services, primarily using a non-discretionary model with a range of investment strategies including alternative investments and sub-advised models.

Wealth management Private / alternative investments
user avatar

Terri H

Series 63, Series 65

Plano, TX

Nobles & Richards Advisors, LLC

Terri Herring is a financial advisor at Nobles & Richards Advisors, LLC in Plano, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. Her previous roles include positions at Brown & Brown Securities, XLII Financial Services LLC, and Petrogrowth Energy Advisors, L.L.C. She provides financial operations and accounting services independently outside of her advisory role. Nobles & Richards Advisors, LLC serves individual clients, pension and profit-sharing plans, charitable organizations, and corporate clients with investment advisory, financial planning, and consulting services. The firm uses a primarily non-discretionary approach to portfolio management, combining multiple custodial and sub-advisory arrangements and employing investment analysis techniques that include structured products, alternative investments, and SEI sub-advised model strategies.

Wealth management Private / alternative investments
user avatar

John R

Series 63, Series 65

Plano, TX

Nobles & Richards Advisors, LLC

John Ryer is a financial advisor at Nobles & Richards Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Farmers Insurance and Foundations Investment Advisors, LLC. Outside of his advisory role, he is involved with Yrefy, LLC and operates the Win Group Insurance John Ryer Agency. Nobles & Richards Advisors, LLC serves individual clients, pension and profit-sharing plans, charitable organizations, state and municipal entities, and corporate clients. The firm provides investment advisory, financial planning, and consulting services, primarily using a non-discretionary approach with fundamental and market-based investment analysis.

Wealth management Private / alternative investments
user avatar

Ilonka N

Series 63, Series 66

Plano, TX

Nobles & Richards Advisors, LLC

Ilonka Nobles is a financial advisor with Nobles & Richards Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Nobles & Richards Advisors since 2016 and is also the owner of Telemarketing Law Compliance, LLC, a consulting business she has operated since 2002. Nobles & Richards Advisors provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, charitable organizations, and corporate clients. The firm typically works on a non-discretionary basis and employs fundamental and market-based investment analysis, utilizing various strategies and third-party sub-advisers.

Wealth management Private / alternative investments
user avatar

Cipriano G

Series 63, Series 65

Plano, TX

Nobles & Richards Advisors, LLC

Cipriano Gomez is a financial advisor at Nobles & Richards Advisors, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including The Vanguard Group, Inc. and Charles Schwab. Outside of advisory roles, he is involved with Yrefy, LLC, a securities sales business, and works part-time in restaurant hospitality. Nobles & Richards Advisors, LLC provides investment advisory, financial planning, and consulting services to individual clients, institutional investors, and charitable organizations. The firm primarily operates on a non-discretionary basis, combining fundamental and market-based investment analysis with multiple custodial and sub-advisory arrangements.

Wealth management Private / alternative investments
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)