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Find Best Financial Advisors in Dallas, 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!

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

901 Main Street
Suite 4600

Dallas, TX 75201

650-556-1310

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Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415-748-9181

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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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Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

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Andy Lawson

Freshfield Investments

1800 Preston Park Blvd
Suite 105

Plano, TX 75093

469-231-6040

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Retirement Planners of America

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866-551-1705

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Glen Smith

GDS Wealth Management

1029 Long Prairie Road
Suite C

Flower Mound, TX 75022

469-212-8072

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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

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Brian Hart

SageSpring Wealth Partners

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

Top Financial Advisor Firms in Texas (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
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
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)
WL ROSS & CO. LLC
2001 Ross Avenue, Suite 3400 Dallas, TX 75201
141854 $2,019,367,145 16 A percentage of AUM
Fixed fees
Performance Based
RANGER INVESTMENT MANAGEMENT,L.P.
8115 Preston Road, Suite 590 Dallas, TX 75225
124414 $1,913,511,558 26 A percentage of AUM
Performance Based
SMITH ANGLIN FINANCIAL, LLC
14755 Preston Road., Suite 700 Dallas, TX 75254
144386 $1,307,934,815 2979 A percentage of AUM
Hourly charges
Fixed fees
WALLACE CAPITAL MANAGEMENT, INC.
100 Crescent Court, Suite 1190 Dallas, TX 75201
119174 $1,054,414,394 421 A percentage of AUM
Performance Based
ANNANDALE CAPITAL, LLC
2626 Cole Avenue, Suite 700, Dallas, TX 75204
136667 $1,046,239,000 180 A percentage of AUM
Fixed fees
Performance Based
HODGES CAPITAL MANAGEMENT INC
2905 Maple Ave, Dallas, TX 75201
110080 $937,947,414 340 A percentage of AUM
ST. JAMES INVESTMENT COMPANY, LLC
3838 Oak Lawn Avenue, Suite 1414 Dallas, TX 75219
124777 $785,833,519 1499 A percentage of AUM
PENN DAVIS MCFARLAND INC
2626 Cole Ave Ste 504, Dallas, TX 75204
110417 $716,135,639 210 A percentage of AUM
MIAI, INC.
12222 Merit Dr, Suite 1390 Dallas, TX 75251
111695 $416,997,847 655 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
FIVE KEYS CAPITAL ADVISORS INC.
2911 Turtle Creek Blvd., Suite 450 Dallas, TX 75219
106184 $249,185,545 53 A percentage of AUM
Performance Based
SNOWCAP CAPITAL MANAGEMENT
8117 Preston Road, Suite 610 Dallas, TX 75225
146883 $213,596,195 22 A percentage of AUM
Hourly charges
Fixed fees
FIRST DALLAS SECURITIES, INC.
2905 Maple Ave., Dallas, TX 75201
24549 $191,470,536 243 Commision Based
DICK RIVERA & ASSOCIATES
17734 Preston Road, Suite 204 Dallas, TX 75252
114409 $144,197,167 70 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in 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

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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