Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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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 42 vetted financial advisors and 976 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 22 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

Bridget E. Palmer

Bisdorf Palmer Private Wealth Advisors

682-224-4001

Address

201 American Concourse, Suite 310,
Fort Worth, TX 76106 See Details

Chris McNeal

Premier Investments & Wealth Management

214-550-9910

Address

5601 Executive Dr Suite 500,
Irving, TX 75038 See Details

Courtney Leffall

LX Parker Wealth Management

972-363-4626

Address

8080 N Central Expressway,
Suite 1700,
Dallas, TX 75206 See Details

Demond Dawkins

LPL Financial LLC

972-429-0603

Address

601 Commerce Street,
Wylie, TX 75098 See Details

Doug Gibson

SMART Group Houston

832-731-7619

Address

4801 Woodway Dr,
Suite 305W,
Houston, TX 77056 See Details

George Cattat

Four Oaks Financial LLC

727-272-7249

Address

180 State Street, Suite 225,
Southlake, TX 76092 See Details

James Shafer

Momentum Independent Network Inc.

806-350-5624

Address

600 S. Tyler, Suite 1907,
Amarillo, TX 79101 See Details

Jeff Rhame

Rhame & Gorrell Wealth Management

832-789-1100

Address

1330 lake robbins dr,
suite 360,
The Woodlands, TX 77380 See Details

Jerry McIlhon

Beck Capital Management LLC

512-345-6789

Address

2009 South Capital of TX Hwy #200,
Austin, TX 78746 See Details

Kenneth Beber

Peak Financial, Inc.

469-322-1210

Address

6160 Warren Parkway,
Suite 100,
Frisco, TX 75034 See Details

Scott Portlock

Global Wealth Advisors

210-625-5544

Address

500 N Loop 1604 E.,
Suite 250,
San Antonio, TX 78232 See Details

Tim W. Geisbauer

Geisbauer Wealth Management

936-219-5022

Address

212 S. Timberland Drive,
Suite L,
Lufkin, TX 75901 See Details

Benjamin Hooper

Comal Wealth Management

830-500-5100

Address

1659 State Hwy 46W,
Ste 115 #439,
New Braunfels, TX 78132 See Details

David Nash

Magister Wealth

210-251-4993

Address

64 Spring Lake Drive,
San Antonio, TX 78248 See Details

James Enriquez

Strategic Insights Financial Planning Group

956-709-2029

Address

3008 N McColl Rd, Suite A,
McAllen, TX 78501 See Details

Justin Hall

Good Life Asset Strategies, LLC

817-864-8560

Address

1401 Jones Street,
Suite 210,
Fort Worth, TX 76102 See Details

Michelle Vargas

Waymaker Financial Planning

817-935-0825

Address

1751 River Run Suite 200,
Fort Worth, TX 76107 See Details

Zach Allen

Disciplined Advisors Group

214-545-3305

Address

17177 Preston Road,
Suite 360,
Dallas, TX 75248 See Details

Craig Larson

Larson Financial Advisors

512-910-2722

Address

13625 Ronald Reagan Blvd,
Building 10 Suite 100,
Cedar Park, TX 78613 See Details

J.K. Financial, Inc. John Kvale

J.K. Financial, Inc.

214-706-4300

Address

8222 Douglas Avenue,
Suite 590,
Dallas, TX 75225 See Details

Jeffrey M. Garton

JMG Wealth Management

214-542-0809

Address

6401 Eldorado Pkwy.,
#226,
McKinney, TX 75070 See Details

Michelle Connell

Portia Capital Management, LLC

469-909-7342

Address

Serving Dallas-Fort Worth Metro Area,
Dallas, TX 75206 See Details

Carpion Private Wealth

817-270-9668

Address

601 State Street,
Suite 240,
Southlake, TX 76092 See Details

Stephen Koessl

J&S Partners Inc.

651-307-9052

Address

4262 Birdseye Lane,
Frisco, TX 75034 See Details

The Wealth Consulting Group

512-256-3430

Address

5000 Plaza on the Lake, Suite 130,
Austin, TX 78746 See Details

Glen Smith

GDS Wealth Management

469-212-8072

Address

2910 Lakeside Village Blvd,
Flower Mound, TX 75022 See Details

Dash Investments - CFP

469-915-4786

Address

4849 Greenville Avenue,
Ste 100,
Dallas, TX 75206 See Details

Financial Reserve

469-778-4592

Address

4100 Alpha Road Suite 464,
Dallas, TX 75244 See Details

Wealth Consulting Group

281-491-2800

Address

13310 University Blvd,
Suite 240,
Sugar Land, TX 77479 See Details

BentOak Capital

817-550-6750

Address

201 Fort Worth Hwy,
Weatherford, TX 76086 See Details

Quotient Wealth Partners

303-588-0457

Address

Ascent Capital Partners

928-503-2437

Address

5956 Sherry Lane, 20th Floor,
Dallas, TX 75225 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Edelman Financial Engines, LLC

877-208-7414

Address

Edelman Financial Engines, LLC

877-208-7414

Address

1111 West 6th Street, Building B,
Suite 310,
Austin, TX 78703 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

207 East Shore Drive,
Suite 230,
The Woodlands, TX 77380 See Details

Retirement Planners of America

866-551-1705

Address

2820 Dallas Parkway,
Plano, TX 75093 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

19026 Ridgewood Parkway,
Suite 316,
San Antonio, TX 78259 See Details

Top Financial Advisor Firms in Texas (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee 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)

Select other cities around Texas to broaden your search for a financial advisor

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Find The Best Financial Advisors in Texas

How To Find The Best Financial Advisors in TexasLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Texas

Bisdorf Palmer Private Wealth Advisors

Address

Premier Investments & Wealth Management

Address

LX Parker Wealth Management

Address

LPL Financial LLC

Address

SMART Group Houston

Address

Four Oaks Financial LLC

Address

Momentum Independent Network Inc.

Address

Rhame & Gorrell Wealth Management

Address

Beck Capital Management LLC

Address

Peak Financial, Inc.

Address

Global Wealth Advisors

Address

Geisbauer Wealth Management

Address

Comal Wealth Management

Address

Magister Wealth

Address

Strategic Insights Financial Planning Group

Address

Good Life Asset Strategies, LLC

Address

Waymaker Financial Planning

Address

Disciplined Advisors Group

Address

Larson Financial Advisors

Address

J.K. Financial, Inc.

Address

JMG Wealth Management

Address

Portia Capital Management, LLC

Address

Address

J&S Partners Inc.

Address

Address

GDS Wealth Management

Address

Address

Address

Address

Address

Address

Address

Address

Address

Address

Address

Address

Address

Top Financial Advisor Firms in Texas (Ranked by AUM)

Select other cities around Texas to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Texas
Last Updated - 13-Jun-2023

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It's Fast, Free & Easy