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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) 5561310

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John Kvale, CFA®, CFP®

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225
(214) 7064300

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Tim Dowden

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240
(214) 7057622

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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244
(214) 5453305

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Justin Farris

Farris Capital Management Inc

14800 Quorum Drive
suite 360

Dallas, TX 75254
(214) 5252141

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Justin Gedlen CFP®, CRC®

Disciplined Advisors Group

14135 Midway Rd
Suite G 100

Addison, TX 75001
(214) 5453310

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Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093
(855) 2157172

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Zachry P. Fearing (Zak)

Morrison Financial

2570 Fm 407
Suite #210

Highland Village, TX 75077
(972) 9663110

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Riley Wealth Advisors

Riley Wealth Advisors, LLC

700 N. Carroll, Suite 110 Southlake, TX 76092
16427 North Scottsdale Road Suite 410 Scottsdale, AZ 85254

Southlake, TX 76092
(817) 8704680

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Kenneth Beber, AIF® CFS®

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034
(469) 3221210

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney, TX 75070
(972) 8370871

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Patrick Strodtman

Edelman Financial Engines, LLC

4500 Mercantile Plaza Dr
Suite 300

Fort Worth, TX 76137
(469) 2505687

List of Additional Financial Advisors in Dallas, Texas*

* Additional advisor listing is provided in partnership with Yext

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Brentt Shropshire, Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
9727742065

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Bison Wealth Management LLC

3838 Oak Lawn Avenue
Suite 1000

Dallas, TX 75219
9196100567

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Atlas Wealth Advisors

10000 North Central Expressway
Suite 700

Dallas, TX 75231
9724212068

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4 Points Planning

10501 North Central Expressway
Suite 300

Dallas, TX 75231
2143909505

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Mark Cannon - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

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Carol Harper - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9726637549

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Joe A Scott - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321625

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Heather A Smith - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321857

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Opus Wealth Management

4359 Shady Bend Drive

Dallas, TX 75244
2144532697

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Stifel | The West Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
2147069462

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Herbert L Kesner - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506614

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Lee Earlywine - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746579

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Taisong (Alex) He - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746563

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Beacon Financial Group

17300 Preston Road
Suite 120

Dallas, TX 75252
9727269888

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The Liberty Group of Texas - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746550

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Stanley Dean - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746560

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Julie A Barbour - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724504818

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Larry K Wright - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746760

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Janet L. Woods - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506653

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Antonio M. Monk - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746557

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Sharon L Washburn - Morgan Stanley

13455 Noel Rd
Galleria Tower Two 18th Floor

Dallas, TX 75240
9724506679

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Scot Smith - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967064

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Emily Noble - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506666

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Joan Mason - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967083

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George Gile - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724501600

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Truman Cooper - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746533

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Renee Sterling - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967118

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Randall White - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506670

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Timothy Peach - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967113

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Steve Self - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746624

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Ian Feuer - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746664

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Morgan Stanley

13455 Noel Rd
Galleria Tower Two 18th Floor

Dallas, TX 75240
9724506600

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The Providence Group - Morgan Stanley

5001 Spring Valley Rd
Suite 900 West

Dallas, TX 75244
9727746585

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Bill Swisher - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746666

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Kevin M Clements - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506685

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Gwen J McKinney - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967180

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DTLR

11719 Webb Chapel Rd

Dallas, TX 75229
9722410682

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DTLR

3312 N Buckner Blvd

Dallas, TX 75228
2146609880

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Karch Weyermuller - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2147202959

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Anita E Kelley - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2147205090

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Hayden Godat - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617040

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Stephen Pletcher - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2144687203

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Robert Goode - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617050

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Keith Evans - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746802

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Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746500

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James M Hogue - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506624

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Ozanne Financial Services

10000 N. Central Expressway
Suite 1326

Dallas, TX 75231
2148918131

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Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2143688555

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George Galanis - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746718

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NOW CFO

8330 Lyndon B Johnson Fwy
suite B250

Dallas, TX 75243
8778840232

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MSM Advisory, LLC

25 Highland Park Village Ste. 100 -184

Dallas, TX 75205
2148034361

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Fuentes Wealth Advisors

7001 Preston Rd
Ste 300

Dallas, TX 75205
2144477507

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Tara Blair - Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
9729227784

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David A Cary - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617042

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Sands Chipman - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2147205014

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TSG Financial Strategies LLC

12201 Merit Drive
Ste. 1000

Dallas, TX 75251
9727742469

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Alan Paul Yonack - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2144687209

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Sandy Macdowell - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617109

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Jason K Brown - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617016

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John G Doom - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506663

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Rodney L McLeod - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967152

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Scott A Davis - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617022

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Mark K. Duckworth - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617060

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William Griffin - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2147205015

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Peyton Cook - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746684

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Sonia Ginnell - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746537

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Christopher P Moino - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506668

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Sergio Saldivar - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967011

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Richard C Fielder - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506616

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Jonathan Bassham - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617066

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Stephanie Hong - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506687

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Ty Wilcox - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2144687202

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Jon P Piorkowski - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617069

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Jordan Cannon - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
9724506626

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J Carrell - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506619

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Michael Apple - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967198

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Marie A Moore - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967175

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The Williams Sando Group - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967140

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Aubrey L Nestman - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321639

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Charlie Eshelman

17110 Dallas Pkwy

Dallas, TX 75248
9724079200

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LaunchPoint Wealth Advisors - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9724379311

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Keri Lai - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321607

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Joan Nye - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

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Jerry Hoffmann CPA & Company PLLC

15441 Knoll Trail
Suite 100

Dallas, TX 75248
9724581222

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Peter A Samuelson - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

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Dale R Scofield - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

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James Harvey III - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746706

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Stifel | WK Group

5956 Sherry Lane
Suite 875

Dallas, TX 75225
2147069450

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Richard A Ibarra - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321825

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Michael DeGroat - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321683

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Vaughn Asset Advisory

1910 Pacific Ave
Suite 18650

Dallas, TX 75201
8886918875

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LD Lowe Wealth Advisory

8330 LBJ Freeway
Suite 500

Dallas, TX 75243
9723352523

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ICMC

5999 Summerside Drive
Suite 104

Dallas, TX 75252
9723870660

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Xponify Financial

12221 Merit Drive
Suite 625

Dallas, TX 75251
2149870924

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Combest Wealth Management

14785 Preston Road
Suite 550

Dallas, TX 75254
9727895139

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Jones, Cannon and Scofield - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

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Vasso & Associates - Ameriprise Financial Services, LLC

5000 Quorum Dr
Ste 375

Dallas, TX 75254
9726925069

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Ronald M Davis - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
2147205038

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HCA Investments

3804 Hawthorne Avenue

Dallas, TX 75219
2144159080

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Valecka Wealth Management

16610 Dallas Pkwy
Ste 1250

Dallas, TX 75248
9728991679

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Diamond & Bottenfield Private Wealth Management Team

1920 McKinney Ave.
Suite 1150

Dallas, TX 75201
4698571525

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The Halo Group - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746537

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Bradley D Thomas - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506623

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Laura Enwere - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321833

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Genai Walker-Macklin - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506675

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Deborah Konigsberg - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746809

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Barney Grossman - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506664

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Myron H Schwitzer - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506690

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Paul Cox - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2144687234

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Rusty Cooper - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967100

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Kevin Dickey - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746759

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Robert J. DiCicco - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2144687235

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David A Yost - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617011

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Mac Cravy - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2144687201

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Scott Glaser - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617138

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Victor Olivera - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617053

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The Yonack Group - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2144687200

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John L Barnes III - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967070

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Moore Smith Bassham Piorkowski - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2148557900

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Terry M Barr - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506633

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Gordon L Stevenson - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506644

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Maria M Nicholas - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967028

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DBT360 Financial Plan

8201 Preston Road Suite 400

Dallas, TX 75225
2147641977

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Anupam Johri- "AJ" - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746586

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Randall L Barnes - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967095

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The Barnes Group - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2143688555

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Ryan Hill - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746549

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Marc Alan Liberman - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746594

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Stifel | Carpenter, Raza Wealth Management Team

2850 North Harwood Street
18th Floor

Dallas, TX 75201
2147069474

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Hil Bowman - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967161

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Barry Pechenik - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617013

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W. Frankie Linsicombe - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2147205072

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Matthew Smith - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617068

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Steven D. Overby - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746668

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Mike Dimmel - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617127

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Rajesh Sanchala, CLU, CHFC, RCIP

12201 Merit Drive
Suite 1000

Dallas, TX 75251
9727742374

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Michael Weinman - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746657

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Alex Cena - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506638

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Sallie Behnke - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967132

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The Woods Group - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506653

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Ben Sweeney - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746761

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John Birkner - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746721

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David A Jennings - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967060

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Jeffrey Lynn Downing - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746828

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Carlos Gonzalez - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617015

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Thomas Baker - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746585

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Richard L. Zulick - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2147205017

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Janet M Clements - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506620

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American Momentum Bank

8080 N Central Expy
Ste 1080

Dallas, TX 75206
2144160433

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David Dauajare - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746588

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Evelyn Nickerson - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746890

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Brooks Laquey - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746551

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Frontier Next

8401 North Central Expressway
Suite 300

Dallas, TX 75225
9729342590

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Gilhang & Hays Financial Management Group, LLC

8150 North Central Expressway
Suite 1600

Dallas, TX 75206
2149452460

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GM Wealth Group

901 Main Street
Suite 6500

Dallas, TX 75202
2143824433

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Drew Case - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746683

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Ban K Bywaters - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967103

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David N Bower - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967072

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Christine Ashmore - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967115

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DTLR

39749 Lyndon B Johnson Fwy
Suite #310

Dallas, TX 75237
9727097713

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Kelly Daugherty - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746628

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Barby Crabtree - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506622

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ISC Group, Inc

3500 Oak Lawn Avenue
Suite 400

Dallas, TX 75219
8008883520

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Lake Point Advisory Group Dallas Office

8117 Preston Road # 110
Suite 300

Dallas, TX 75225
2147713363

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Philip A Crew - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967181

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DTLR

5334 A-Ross Ave
Suite 875

Dallas, TX 75206
2143709467

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DTLR

10325 Lake June Rd

Dallas, TX 75217
9723291062

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Allstate Personal Financial Representative: Andrew Kacz

17430 Campbell Rd
Ste 206

Dallas, TX 75252
7742189270

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Alan L Folz Jr. - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506677

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Raub Capital Management - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321636

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Neal D Vasso - Ameriprise Financial Services, LLC

5000 Quorum Dr
Ste 375

Dallas, TX 75254
9726925069

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Gregory E Hutcheson - Morgan Stanley

13455 Noel Rd, Tower Two
18th Floor

Dallas, TX 75240
9724506607

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Allstate Personal Financial Representative: Gabriel Almanza

5510 Abrams Rd
Ste 123

Dallas, TX 75214
2147629104

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Allstate Personal Financial Representative: Rodolfo De La Sierra

6500 Greenville Ave
Ste 580

Dallas, TX 75206
2143356604

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Allstate Personal Financial Representative: Georgia Adams

4444 W Illinois Ave
Ste 140

Dallas, TX 75211
2144675025

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Charles Jones - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

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Kevin Rooker - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617089

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Samuel Harrell - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2144687211

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Robert H Moore - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617067

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Charlie Esquivel - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617128

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Ambrose Capital Management

13155 Noel Road
Suite 900

Dallas, TX 75240
2147226980

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Tammy J Cooper - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506637

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Chris Graham - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
9727746507

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DTLR

9203 Skillman St
Suite 120

Dallas, TX 75243
2145534562

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DTLR

2223 Singleton Blvd
Space 234

Dallas, TX 75212
2149519645

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VILLA

3417 Lancaster Rd

Dallas, TX 75216
2143711884

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Andy Raub - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
2143682900

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Dargatz & Company, LLC

17300 North Dallas Parkway
Suite 2065

Dallas, TX 75248
2147026847

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VisionPoint Advisory Group

5001 Spring Valley Road
Suite 200W

Dallas, TX 75244
5152244032

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Blake Harris - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
4692210428

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The Heritage Group - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746573

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Michelle Morehead - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321675

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Travis Ladner - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

* 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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