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Find The Best Financial Advisors in Dallas, Texas
Dallas Texas, part of the largest metropolitan area in the southern United States, is known for its 'bigger is better' mentality throughout many aspects of the state, especially regarding its cost of living. The cost of living in Dallas is about 2% above the national average, with a population of almost 1.3 million people. Choosing a suitable financial advisor that could provide guidance and help keep track of your financial situation would be wise. FinancialAdvisor.net is here to help you match and connect with top advisors out of the over 3,900 advisors in the Dallas area, based on your financial needs.
How To Find The Best Financial Advisors in Dallas, Texas
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Dallas, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 19 vetted financial advisors and 290 non-vetted financial advisors in Dallas, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Dallas, 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 Dallas, Texas
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Top Financial Advisor Firms in Dallas, Texas (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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) |
| GUIDESTONE CAPITAL MANAGEMENT 5005 Lyndon B. Johnson Freeway, Suite 2200 Dallas, TX, 75244-6152 | 112319 | $27,426,543,921 | 27 | A percentage of AUM |
| HILLTOP SECURITIES ASSET MANAGEMENT, LLC 717 N. Harwood Street, Suite 3400 Dallas, TX, 75201 | 110760 | $27,229,315,502 | 51 | A percentage of AUM, Hourly charges, Fixed fees, Other (FIXED TRANSACTION FEE BASED ON A CONTRACTUAL FEE SCHEDULE) |
| HBK CAPITAL MANAGEMENT 2300 North Field Street, Suite 2200 Dallas, TX, 75201-7849 | 115079 | $20,308,069,000 | 9 | A percentage of AUM, Performance Based |
| RCP ADVISORS 2, LLC 4514 Cole Avenue, Suite 1600 Dallas, TX, 75205 | 289963 | $17,523,013,193 | 102 | A percentage of AUM, Fixed fees, Performance Based, Other (INTEREST INCOME ON INVESTORS' CONTRIBUTIONS) |
| CROW HOLDINGS CAPITAL 3819 Maple Ave, Dallas, TX, 75219-3913 | 156925 | $13,970,302,962 | 17 | A percentage of AUM, Performance Based |
| CANYON CAPITAL ADVISORS LLC 2728 North Harwood Street, 2nd Floor Dallas, TX, 75201 | 107922 | $13,647,142,000 | 20 | A percentage of AUM, Performance Based |
| ROCKPOINT 3953 Maple Ave., Ste. 300 Dallas, TX, 75219 | 156630 | $13,518,683,553 | 39 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES) |
| TRINITAS CAPITAL MANAGEMENT 200 Crescent Court, Suite 1175 Dallas, TX, 75201-1834 | 281328 | $12,916,804,762 | 30 | A percentage of AUM, Performance Based |
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