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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 39 vetted financial advisors and 1015 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

advisor

Bridget E. Palmer

Bisdorf Palmer Private Wealth Advisors

call682-224-4001

advisor

Chris McNeal

Premier Investments & Wealth Management

call214-550-9910

advisor

Courtney Leffall

LX Parker Wealth Management

call972-363-4626

advisor

Demond Dawkins

LPL Financial LLC

call972-429-0603

advisor

Doug Gibson

SMART Group Houston

call832-731-7619

advisor

George Cattat

Four Oaks Financial LLC

call727-272-7249

advisor

James Shafer

Momentum Independent Network Inc.

call806-350-5624

advisor

Jeff Rhame

Rhame & Gorrell Wealth Management

call832-789-1100

advisor

Jerry McIlhon

Beck Capital Management LLC

call512-345-6789

advisor

Kenneth Beber

Peak Financial, Inc.

call469-322-1210

advisor

Scott Portlock

Global Wealth Advisors

call210-625-5544

advisor

Tim W. Geisbauer

Geisbauer Wealth Management

call936-219-5022

advisor

Benjamin Hooper

Comal Wealth Management

call830-500-5100

advisor

David Nash

Magister Wealth

call210-251-4993

advisor

James Enriquez

Strategic Insights Financial Planning Group

call956-709-2029

advisor

Justin Hall

Good Life Asset Strategies, LLC

call817-864-8560

advisor

Michelle Vargas

Waymaker Financial Planning

call817-935-0825

advisor

Zach Allen

Disciplined Advisors Group

call214-545-3305

advisor

Craig Larson

Larson Financial Advisors

call512-910-2722

advisor

Jeffrey M. Garton

JMG Wealth Management

call214-542-0809

advisor

Michelle Connell

Portia Capital Management, LLC

call469-909-7342

advisor

Stephen Koessl

J&S Partners Inc.

call651-307-9052

advisor

Glen Smith

GDS Wealth Management

call469-212-8072

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 $749,622,475,396 1153 A percentage of AUM, Performance Based
FISHER INVESTMENTS
6500 International Pkwy, Ste 2050
Plano, TX, 75093-8222
107342 $298,729,428,900 360116 A percentage of AUM, Performance Based
VICTORY CAPITAL MANAGEMENT INC.
15935 La Cantera Pkwy,
San Antonio, TX, 78256
106189 $151,257,095,924 2923 A percentage of AUM, Fixed fees, Performance Based
TPG GLOBAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
159732 $141,927,200,000 158 A percentage of AUM, Other (CARRIED INTEREST)
NB ALTERNATIVES ADVISERS LLC
325 North Saint Paul Street, Suite 4900
Dallas, TX, 75201
149822 $118,041,119,970 827 A percentage of AUM, Fixed fees, Performance Based
TPG CAPITAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
159738 $112,362,200,000 102 A percentage of AUM, Other (CARRIED INTEREST)
SIXTH STREET ADVISERS, LLC
2100 Mckinney Avenue, Suite 1500
Dallas, TX, 75201
159014 $70,981,471,684 133 A percentage of AUM, Performance Based, Other (CARRIED INTEREST)
ALM FIRST FINANCIAL ADVISORS LLC
3800 Maple Avenue, Ste. 600
Dallas, TX, 75219
108561 $68,653,923,262 217 A percentage of AUM, Fixed fees
AMERICAN BEACON ADVISORS, INC.
220 East Las Colinas Blvd., Suite 1200,
Irving, TX, 75039-5500
105552 $57,375,695,433 61 A percentage of AUM
BARROW HANLEY GLOBAL INVESTORS
2200 Ross Avenue, 31st Floor,
Dallas, TX, 75201-2761
105519 $49,869,329,873 268 A percentage of AUM, Performance Based
KESTRA ADVISORY SERVICES, LLC
5707 Southwest Parkway, Building 2, Suite 400
Austin, TX, 78735
283330 $48,324,319,629 140425 A percentage of AUM, Hourly charges, Fixed fees
CATALYST STRATEGIC SOLUTIONS
6801 Parkwood Boulevard,
Plano, TX, 75024-7198
44970 $44,680,083,373 78 A percentage of AUM, Fixed fees
AVANTAX ADVISORY SERVICES
3200 Olympus Blvd, Suite 100
Dallas, TX, 75019
104556 $41,695,726,722 131534 A percentage of AUM, Fixed fees, Other (SOLICITOR FEES)
HUDSON ADVISORS
6688 North Central Expressway, Suite 1400
Dallas, TX, 75206
156078 $36,791,155,843 113 Other (SEE ADV 2A, SECTION 5: FEES & COMPENSATION)
LONE STAR FUNDS
6688 North Central Expressway, Suite 1600
Dallas, TX, 75206
160000 $36,159,474,957 37 Other (SEE ADV 2A, SECTION 5A: FEES & COMPENSATION)

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