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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 18 vetted financial advisors and 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

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Nick Lalonde

Third Act Wealth Management, LLC

214-764-2095

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John Kvale

J.K. Financial, Inc.

214-706-4300

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Patrick Strodtman

Edelman Financial Engines, LLC

469-250-5687

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Zach Allen

Disciplined Advisors Group

214-545-3305

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Demond Dawkins

LPL Financial LLC

972-429-0603

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George Cattat

Four Oaks Financial LLC

727-272-7249

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Glen Smith

GDS Wealth Management

469-212-8072

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Kenneth Beber

Peak Financial, Inc.

469-322-1210

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Stephen Koessl

J&S Partners Inc.

651-307-9052

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Neil Krishnaswamy

Krishna Wealth Planning LLC

214-901-7526

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Jeffrey M. Garton

JMG Wealth Management

214-542-0809

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Courtney Leffall

LX Parker Wealth Management

972-363-4626

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Justin Hall

Good Life Asset Strategies, LLC

817-864-8560

Top Financial Advisor Firms in Dallas, Texas (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
NB ALTERNATIVES ADVISERS LLC
325 North Saint Paul Street, Suite 4900
Dallas, TX, 75201
149822 $104,690,106,431 765 A Percentage of AUM, Fixed Fees, Performance Based
ALM FIRST FINANCIAL ADVISORS LLC
3800 Maple Avenue, Ste. 600
Dallas, TX, 75219
108561 $74,190,547,353 212 A Percentage of AUM, Hourly charges, Fixed Fees
SIXTH STREET ADVISERS, LLC
2100 Mckinney Avenue, Suite 1500
Dallas, TX, 75201
159014 $65,882,675,351 127 A Percentage of AUM, Performance Based, Other (CARRIED INTEREST)
BARROW HANLEY GLOBAL INVESTORS
2200 Ross Avenue, 31st Floor,
Dallas, TX, 75201-2761
105519 $46,054,770,603 255 A Percentage of AUM, Performance Based
HUDSON ADVISORS
6688 North Central Expressway, Suite 1400
Dallas, TX, 75206
156078 $43,291,172,855 121 A Percentage of AUM, Hourly charges, Fixed Fees, Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED)
LONE STAR FUNDS
6688 North Central Expressway, Suite 1600
Dallas, TX, 75206
160000 $40,708,060,655 37 A Percentage of AUM, Other (CARRIED INTEREST)
AVANTAX ADVISORY SERVICES
3200 Olympus Blvd, Suite 100
Dallas, TX, 75019
104556 $30,968,246,116 123393 A Percentage of AUM, Fixed Fees, Other (SOLICITOR FEES)
HBK CAPITAL MANAGEMENT
2300 North Field Street, Suite 2200
Dallas, TX, 75201-7849
115079 $28,457,389,000 11 A Percentage of AUM, Performance Based
GUIDESTONE CAPITAL MANAGEMENT
5005 Lyndon B. Johnson Freeway, Suite 2200
Dallas, TX, 75244-6152
112319 $24,236,030,690 1 A Percentage of AUM
HILLTOP SECURITIES ASSET MANAGEMENT, LLC
717 N. Harwood Street, Suite 3400
Dallas, TX, 75201
110760 $21,409,909,710 48 A Percentage of AUM, Hourly charges, Fixed Fees, Other (FIXED TRANSACTION FEE BASED ON A CONTRACTUAL FEE SCHEDULE)
ROCKPOINT
3953 Maple Ave., Ste. 300
Dallas, TX, 75219
156630 $16,336,510,934 45 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 $15,122,835,060 93 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 $13,812,454,000 14 A Percentage of AUM, Performance Based
CANYON CAPITAL ADVISORS LLC
2728 North Harwood Street, 2nd Floor
Dallas, TX, 75201
107922 $13,669,966,000 18 A Percentage of AUM, Performance Based
NGP
2850 N. Harwood Street, 19th Floor,
Dallas, TX, 75201
160729 $12,740,969,466 12 A Percentage of AUM, Performance Based

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