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Find The Best Financial Advisors in Texas

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Texas

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 40 vetted financial advisors and non-vetted financial advisors in Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Texas have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Texas

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Bridget E. Palmer

Bisdorf Palmer Private Wealth Advisors

682-224-4001

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Courtney Leffall

LX Parker Wealth Management

972-363-4626

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Demond Dawkins

LPL Financial LLC

972-429-0603

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Doug Gibson

SMART Group Houston

832-731-7619

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George Cattat

Four Oaks Financial LLC

727-272-7249

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Jeff Rhame

Rhame & Gorrell Wealth Management

832-789-1100

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Jerry McIlhon

Beck Capital Management LLC

512-345-6789

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Kenneth Beber

Peak Financial, Inc.

469-322-1210

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Nick Lalonde

Third Act Wealth Management, LLC

214-764-2095

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Rick Lucas

Nestegg Wealth Advisors

972-412-6064

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Tim W. Geisbauer

Geisbauer Wealth Management

936-219-5022

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David Nash

Magister Wealth

210-251-4993

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James Enriquez

Strategic Insights Financial Planning Group

956-709-2029

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Justin Hall

Good Life Asset Strategies, LLC

817-864-8560

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Matthew Goff

The Goff Financial Group

713-850-8900

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Michelle Vargas

Waymaker Financial Planning

817-935-0825

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Neil Krishnaswamy

Krishna Wealth Planning LLC

214-901-7526

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Zach Allen

Disciplined Advisors Group

214-545-3305

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Alex Shurin

Edelman Financial Engines, LLC

713-338-3011

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Chance Vogel

Edelman Financial Engines, LLC

281-207-2124

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Craig Larson

Larson Financial Advisors

512-910-2722

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Jeffrey M. Garton

JMG Wealth Management

214-542-0809

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John Kvale

J.K. Financial, Inc.

214-706-4300

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Kay Russell

Edelman Financial Engines, LLC

512-685-2453

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Scott Thompson

Clipper Wealth Management, LLC

210-491-2319

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Stephen Koessl

J&S Partners Inc.

651-307-9052

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Patrick Strodtman

Edelman Financial Engines, LLC

469-250-5687

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Glen Smith

GDS Wealth Management

469-212-8072

Top Financial Advisor Firms in Texas (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
DIMENSIONAL FUND ADVISORS LP
6300 Bee Cave Road, Building One
Austin, TX, 78746
106482 $652,741,971,627 818 A Percentage of AUM, Performance Based
FISHER INVESTMENTS
6500 International Pkwy, Ste 2050
Plano, TX, 75093-8222
107342 $192,398,103,714 269289 A Percentage of AUM, Performance Based
VICTORY CAPITAL MANAGEMENT INC.
15935 La Cantera Pkwy,
San Antonio, TX, 78256
106189 $140,836,403,633 3419 A Percentage of AUM, Fixed Fees, Performance Based
TPG GLOBAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
159732 $134,002,200,000 147 A Percentage of AUM, Other (CARRIED INTEREST)
TPG CAPITAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
159738 $104,977,500,000 95 A Percentage of AUM, Other (CARRIED INTEREST)
NB ALTERNATIVES ADVISERS LLC
325 North Saint Paul Street, Suite 4900
Dallas, TX, 75201
149822 $104,690,106,431 765 A Percentage of AUM, Fixed Fees, Performance Based
ALM FIRST FINANCIAL ADVISORS LLC
3800 Maple Avenue, Ste. 600
Dallas, TX, 75219
108561 $74,190,547,353 212 A Percentage of AUM, Hourly charges, Fixed Fees
SIXTH STREET ADVISERS, LLC
2100 Mckinney Avenue, Suite 1500
Dallas, TX, 75201
159014 $65,882,675,351 127 A Percentage of AUM, Performance Based, Other (CARRIED INTEREST)
AMERICAN BEACON ADVISORS, INC.
220 East Las Colinas Blvd., Suite 1200,
Irving, TX, 75039-5500
105552 $58,398,845,197 62 A Percentage of AUM, Performance Based
CATALYST STRATEGIC SOLUTIONS
6801 Parkwood Boulevard,
Plano, TX, 75024-7198
44970 $47,200,027,965 78 A Percentage of AUM, Fixed Fees
BARROW HANLEY GLOBAL INVESTORS
2200 Ross Avenue, 31st Floor,
Dallas, TX, 75201-2761
105519 $46,054,770,603 255 A Percentage of AUM, Performance Based
HUDSON ADVISORS
6688 North Central Expressway, Suite 1400
Dallas, TX, 75206
156078 $43,291,172,855 121 A Percentage of AUM, Hourly charges, Fixed Fees, Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED)
KESTRA ADVISORY SERVICES, LLC
5707 Southwest Parkway, Building 2, Suite 400
Austin, TX, 78735
283330 $41,795,124,579 140407 A Percentage of AUM, Hourly charges, Fixed Fees
LONE STAR FUNDS
6688 North Central Expressway, Suite 1600
Dallas, TX, 75206
160000 $40,708,060,655 37 A Percentage of AUM, Other (CARRIED INTEREST)
JASPER RIDGE PARTNERS, L.P.
201 Main Street, Suite 1000
Fort Worth, TX, 76102
144401 $33,065,750,619 51 A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)

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