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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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Dallas is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Dallas & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Dallas?

Looking for a qualified financial advisor in Dallas? We can help you by narrowing down your options & listing the best financial advisors in Dallas as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Dallas near you with the list of certified and vetted Dallas financial advisors.

List of Qualified Financial Advisors in Dallas, Texas

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Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201

650-556-1310

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John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214-706-4300

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Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240

469-250-5687

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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

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Justin Farris

Farris Capital Management Inc

15400 Knoll Trail Dr Suite 350

Dallas, TX 75248

214-525-2141

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Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

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Justin Gedlen

Disciplined Advisors Group

14135 Midway Rd
Suite G 100

Addison, TX 75001

214-545-3310

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Jimmy Lee

Jtl Wealth Parnters

5700 Tennyson Parkway Suite 300

Plano, TX 75024

817-690-8102

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Chris Mankoff

JTL Wealth Partners

550 Reserve St
Suite 190

Southlake, TX 76092

972-800-2321

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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

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Kyle Shores

Merit

2801 Network Blvd.
Suite 503

Frisco, TX 75034

214-423-4204

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Brian Hart

Southwestern Investment Advisory Services, Inc.

2601 Network Blvd., Suite 101

Frisco, TX 75034

972-987-1180

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.
#226

McKinney, TX 75070

214-542-0809

List of Additional Financial Advisors in Dallas, Texas*

* Additional advisor listing is provided in partnership with Yext

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The Resolute Group - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7140

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The Nicholas Group - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7028

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Margolies Law Office

7920 Belt Line Rd
Ste 650

Dallas, TX 75254
469-626-7760

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Stifel | The West Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-706-9462

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Hugh Stephenson, CFA - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-981-0528

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The Carrigan Paul Eastburn Group - UBS Financial Services Inc.

100 Crescent Court
Suite 600

Dallas, TX 75201
214-981-0548

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Tristan Simmons - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7030

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Dallas, TX Branch Office - UBS Financial Services Inc.

100 Crescent Court
Suite 600

Dallas, TX 75201
214-220-0400

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Steven Gill - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7143

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Rodney L McLeod - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7152

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Sands Chipman - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5014

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Madden/Doke Wealth Management - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-965-6177

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Gregory E Hutcheson - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6607

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Fuentes Wealth Advisors

7001 Preston Rd
Ste 300

Dallas, TX 75205
214-447-7507

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DTLR

11719 Webb Chapel Rd

Dallas, TX 75229
972-241-0682

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DTLR

3312 N Buckner Blvd

Dallas, TX 75228
214-660-9880

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Morgan Stanley Financial Advisors

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-368-8555

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Brian Blake - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8939

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Barton Talkington - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8947

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Piers Hurley, CFA - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-965-6128

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Nancy Sawicki, CFP - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8915

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Taisong (Alex) He - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6563

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Victor Olivera - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7053

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Alex Cena - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6638

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Andrew O'Daniel - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7071

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Scot Smith - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7064

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Stevenson/Cooper - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6600

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Tara Blair - Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-922-7784

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Brooks Laquey - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6551

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David Dauajare - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6588

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TSG Financial Strategies LLC

12201 Merit Drive
Ste. 1000

Dallas, TX 75251
972-774-2469

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Christopher Moino - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6668

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Chris Maxtone-Graham - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6556

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Jon P Piorkowski - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7069

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Matthew Smith - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7068

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Mark N Withers - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7023

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Jensen Moock - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8952

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Antonio M. Monk - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6557

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Morgan Stanley Financial Advisors

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6600

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The Heritage Group - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6573

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Diamond & Bottenfield Private Wealth Management Team

1920 McKinney Ave.
Suite 1150

Dallas, TX 75201
469-857-1525

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Duy Truong

13111 N Central Expwy
Suite 2500

Dallas, TX 75243
214-707-0493

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W Frankie Linsicombe - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5072

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Ryan Hill - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6549

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Loren Koziol - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8902

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Larry K. Wright - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6760

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The Haggar Team - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8932

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First Command Financial Advisor - Suzanne Winkelmann

15950 Dallas Parkway
Ste 400

Dallas, TX 75248
972-361-8010

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The Jacobs/Vorwald Group - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
310-788-2000

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Rusty Cooper - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7100

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Keith Evans - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6802

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Hayden Godat - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7040

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Barby Crabtree - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6622

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Philip A Crew - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7181

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Karch Weyermuller - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7069

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Sharon L Washburn - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6679

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Richard L. Zulick - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5017

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Christine Ashmore - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7115

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Evelyn Nickerson - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6890

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David A Yost - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7011

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Ricky's World of Credit Repair

414-430-4277

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The Yonack Group - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7209

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Langhorst/Puri Wealth Management Group - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8908

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Stifel | Carpenter, Raza Wealth Management Team

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-706-9474

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Sergio Saldivar - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7011

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Keith Nixon - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7085

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Anupam Johri- "AJ" - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6586

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Myron H Schwitzer - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6690

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Genai Walker-Macklin - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6675

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Gwen J McKinney - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7180

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O'Daniel/Ewin Group - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
402-399-6327

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Rajesh Sanchala, CLU, CHFC, RCIP

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-774-2374

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John G Doom - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6663

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John L Barnes III - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7070

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Cloud Wealth Strategies

12201 Merit Dr.
Suite 1000

Dallas, TX 75251
954-592-5180

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Charlie Esquivel - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7128

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James Harvey III - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6706

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William Griffin - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5015

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Michael Apple - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7198

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Renee Sterling - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7118

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Paul Cox - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7234

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Randall L Barnes - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7095

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Michael Weinman - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6657

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Scott A Davis - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7022

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Emily Noble - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6666

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Mark K. Duckworth - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7060

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Scott Glaser - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7138

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Meridian Point Group - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-855-7900

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Maria M Nicholas - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7028

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Timothy Peach - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7113

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Samuel Harrell - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7211

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The Barnes Group - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-368-8555

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Stifel | WK Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-706-9450

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David A Jennings - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7060

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Mike Dimmel - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7127

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The Liberty Group of Texas - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6549

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DTLR

39749 Lyndon B Johnson Fwy
Suite #310

Dallas, TX 75237
972-709-7713

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DTLR

5334 A-Ross Ave
Suite 875

Dallas, TX 75206
214-370-9467

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DTLR

10325 Lake June Rd

Dallas, TX 75217
972-329-1062

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Allstate Personal Financial Representative: Andrew Kacz

17430 Campbell Rd
Ste 206

Dallas, TX 75252
774-218-9270

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Ben Sweeney - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6761

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DTLR

9203 Skillman St
Suite 120

Dallas, TX 75243
214-553-4562

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DTLR

2223 Singleton Blvd
Space 234

Dallas, TX 75212
214-951-9645

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VILLA

3417 Lancaster Rd

Dallas, TX 75216
214-371-1884

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Steve Moore, Washington National Agent

5017 Milam St

Dallas, TX 75206
918-629-3527

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Allstate Personal Financial Representative: Rodolfo De La Sierra

6500 Greenville Ave
Ste 580

Dallas, TX 75206
214-335-6604

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Paula Gonzalez | New York Life

12201 Merit Drive
Suite 1000

Dallas, TX 75251
682-203-9799

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Daniel P. Brown - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6615

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Yesigat Kebede

214-707-0493

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Carlos Gonzalez - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7015

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Truman Cooper - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6533

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Maxwell Kent Meyers - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8945

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The Green Hood Nixon Schroeter Group - UBS Financial Services Inc.

100 Crescent Court
Suite 400

Dallas, TX 75201
214-981-0597

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Ty Wilcox - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7202

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George Galanis - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6718

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Sallie Behnke - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7132

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Sandy Macdowell - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7109

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Anita E Kelley - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5090

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John Birkner - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6721

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Jordan Cannon - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
972-450-6626

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Joseph Williams - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6516

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Barry Pechenik - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7013

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Connor Fleming - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7105

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Kevin Rooker - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7089

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Julie A Barbour - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-4818

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Stephen Pletcher - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7203

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David N Bower - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7072

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Ban K Bywaters - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7103

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Allstate Personal Financial Representative: Enrique Salazar

3504 Belt Line Rd
Ste 105

Dallas, TX 75234
310-720-3846

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David A Cary - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7042

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Gordon L Stevenson - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6644

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Robert H Moore - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7067

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Hil Bowman - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7161

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Richard C Fielder - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6616

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Robert Dicicco - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7235

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Joan Mason - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7057

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Steve Self - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6624

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The Providence Group - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6585

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

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 I 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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