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Find The Best Financial Advisors in Addison, Texas

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

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How To Find The Best Financial Advisors in Addison, Texas

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Addison, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and non-vetted financial advisors in Addison, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Addison, Texas have an average of 23 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 Addison, Texas

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Zach Allen

Disciplined Advisors Group

214-545-3305

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John Kvale

J.K. Financial, Inc.

214-706-4300

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Nick Lalonde

Third Act Wealth Management, LLC

214-764-2095

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Kenneth Beber

Peak Financial, Inc.

469-322-1210

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Neil Krishnaswamy

Krishna Wealth Planning LLC

214-901-7526

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Jeffrey M. Garton

JMG Wealth Management

214-542-0809

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George Cattat

Four Oaks Financial LLC

727-272-7249

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Glen Smith

GDS Wealth Management

469-212-8072

Top Financial Advisor Firms in Addison, Texas (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
PCIM REALTY ADVISORS, LLC
15725 North Dallas Parkway, Suite 230
Addison, TX, 75001
313281 $709,797,736 3 A Percentage of AUM, Performance Based, Other (% OF INITIAL INVESTMENT COSTS)
FOUNDATION ENERGY MANAGEMENT
5057 Keller Springs Road, Suite 650
Addison, TX, 75001
161141 $501,732,834 9 A Percentage of AUM, Performance Based
B-29 ADVISORS, LLC
14131 Midway Road, Suite 550
Addison, TX, 75001
292096 $431,644,628 3 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
PHOENIX CAPITAL REALTY ADVISORS, LLC
15725 North Dallas Parkway, Suite 230
Addison, TX, 75001
161129 $269,059,288 4 A Percentage of AUM, Performance Based, Other (% OF INITIAL INVESTMENT COSTS)
MGB WEALTH MANAGEMENT, LLC
15455 Dallas Parkway, Suite 1080
Addison, TX, 75001
307995 $257,826,184 255 A Percentage of AUM
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
14275 Midway Road, Suite 138
Addison, TX, 75001
144172 $131,097,000 315 A Percentage of AUM
SPECTRUM ADVISORS, INC.
15301 Spectrum Drive, Suite 115
Addison, TX, 75001
114805 $118,000,000 740 A Percentage of AUM, Hourly charges, Fixed Fees
FOCUS 401 (K) GROUP, LLC
16415 Addison Road, Suite 312
Addison, TX, 75001
172217 $77,500,000 21 A Percentage of AUM, Fixed Fees

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