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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 14 vetted financial advisors and 297 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 21 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
214-764-2095
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 | $87,941,924,800 | 666 | A percentage of AUM, Fixed fees, Performance Based |
| ALM FIRST FINANCIAL ADVISORS LLC 3800 Maple Avenue, Ste. 600 Dallas, TX, 75219 | 108561 | $68,337,196,176 | 191 | A percentage of AUM, Hourly charges, Fixed fees |
| SIXTH STREET ADVISERS, LLC 2100 Mckinney Avenue, Suite 1500 Dallas, TX, 75201 | 159014 | $62,738,893,217 | 121 | A percentage of AUM, Performance Based, Other (CARRIED INTEREST) |
| BARROW HANLEY GLOBAL INVESTORS 2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761 | 105519 | $46,802,100,313 | 254 | A percentage of AUM, Performance Based |
| HUDSON ADVISORS 2711 N. Haskell Avenue, Suite 1800 Dallas, TX, 75204 | 156078 | $38,029,752,331 | 120 | A percentage of AUM, Hourly charges, Fixed fees, Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED) |
| LONE STAR FUNDS 2711 N. Haskell Avenue, Suite 1700 Dallas, TX, 75204 | 160000 | $36,117,621,114 | 35 | A percentage of AUM, Other (CARRIED INTEREST) |
| AVANTAX ADVISORY SERVICES 3200 Olympus Blvd, Suite 100 Dallas, TX, 75019 | 104556 | $34,340,503,208 | 111856 | A percentage of AUM, Fixed fees, Other (FINANCIAL PLANNING FEES,EDUCATIONAL SERVICES FEES,SOLICITOR FEES) |
| HBK CAPITAL MANAGEMENT 2300 North Field Street, Suite 2200 Dallas, TX, 75201-7849 | 115079 | $33,663,966,000 | 10 | A percentage of AUM, Performance Based |
| GUIDESTONE CAPITAL MANAGEMENT 5005 Lyndon B. Johnson Freeway, Suite 2200 Dallas, TX, 75244-6152 | 112319 | $29,232,437,936 | 24 | A percentage of AUM |
| HILLTOP SECURITIES ASSET MANAGEMENT, LLC 717 N. Harwood Street, Suite 3400 Dallas, TX, 75201 | 110760 | $18,200,000,000 | 47 | A percentage of AUM, Hourly charges, Fixed fees, Other (FIXED TRANSACTION FEE BASED ON A CONTRACTUAL FEE SCHEDULE) |
| CANYON CAPITAL ADVISORS LLC 2728 North Harwood Street, 2nd Floor Dallas, TX, 75201 | 107922 | $17,891,939,000 | 19 | A percentage of AUM, Performance Based |
| ROCKPOINT GROUP, L.L.C. 3953 Maple Ave., Ste. 300 Dallas, TX, 75219 | 156630 | $15,121,699,390 | 44 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES) |
| RCP ADVISORS 2, LLC 4514 Cole Avenue, Suite 1600 Dallas, TX, 75205 | 289963 | $12,657,262,419 | 81 | A percentage of AUM, Fixed fees, Performance Based, Other (INTEREST INCOME ON INVESTORS' CONTRIBUTIONS) |
| MAVERICK CAPITAL LTD 1900 N. Pearl Street, 20th Floor Dallas, TX, 75201 | 108262 | $12,526,607,942 | 19 | A percentage of AUM, Performance Based |
| CROW HOLDINGS CAPITAL 3819 Maple Ave, Dallas, TX, 75219-3913 | 156925 | $11,617,246,000 | 14 | A percentage of AUM, Performance Based |
Additional Financial Advisors in Dallas, Texas
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Brooks Laquey Inquire with Brooks | 5001 Spring Valley Rd, Ste 900W Dallas, TX 75244 | 972-774-6551 |
| Alan L Folz Jr. Inquire with Alan | 5001 Spring Valley Rd, Ste 900W Dallas, TX 75244 | 972-450-6677 |
| Brentt Shropshire, Financial Services Professional Inquire with Brentt | 12201 Merit Drive, Suite 1000 Dallas, TX 75251 | 972-774-2065 |
| Bison Wealth Management LLC Inquire with Bison | 3838 Oak Lawn Avenue, Suite 1000 Dallas, TX 75219 | 919-610-0567 |
| Barby Crabtree Inquire with Barby | 5001 Spring Valley Rd, Ste 900W Dallas, TX 75244 | 972-450-6622 |
| Barney Grossman Inquire with Barney | 5001 Spring Valley Rd, Ste 900W Dallas, TX 75244 | 972-450-6664 |
| Anupam Johri- "AJ" - Morgan Stanley Inquire with Anupam | 5001 Spring Valley Rd, Ste 900W Dallas, TX 75244 | 972-774-6586 |
| Atlas Wealth Advisors Inquire with Atlas | 10000 North Central Expressway, Suite 700 Dallas, TX 75231 | 972-421-2068 |
| Alan Paul Yonack Inquire with Alan | 2121 North Pearl St, Ste 500 Dallas, TX 75201 | 214-468-7209 |
| Antonio M. Monk Inquire with Antonio | 5001 Spring Valley Rd, Ste 900W Dallas, TX 75244 | 972-774-6557 |
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