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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

14800 Quorum Drive
suite 360

Dallas, TX 75254

214-525-2141

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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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Robert Gecker

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

469-676-4487

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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

817-870-4680

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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney, TX 75070

972-837-0871

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Patrick Strodtman

Edelman Financial Engines, LLC

4500 Mercantile Plaza Dr
Suite 300

Fort Worth, TX 76137

469-250-5687

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
972-774-2065

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Bison Wealth Management LLC

3838 Oak Lawn Avenue
Suite 1000

Dallas, TX 75219
919-610-0567

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Atlas Wealth Advisors

10000 North Central Expressway
Suite 700

Dallas, TX 75231
972-421-2068

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4 Points Planning

10501 North Central Expressway
Suite 300

Dallas, TX 75231
214-390-9505

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Hayden Godat - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7040

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Jordan Cannon - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
972-450-6626

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Marc Haggar - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8932

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Opus Wealth Management

4359 Shady Bend Drive

Dallas, TX 75244
214-453-2697

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Stifel | The West Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-706-9462

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Victor Olivera - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7053

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Beacon Financial Group

17300 Preston Road
Suite 120

Dallas, TX 75252
972-726-9888

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Carol Harper - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-663-7549

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Jensen Moock - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8952

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Nancy Sawicki, CFP - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8915

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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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Richard A Ibarra - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1825

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Randall White - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
972-450-6670

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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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Scott Glaser - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7138

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Robert Goode - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7050

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LaunchPoint Wealth Advisors - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-437-9311

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Heather A Smith - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1857

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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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David N Bower - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7072

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Ozanne Financial Services

10000 N. Central Expressway
Suite 1326

Dallas, TX 75231
214-891-8131

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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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NOW CFO

8330 Lyndon B Johnson Fwy
suite B250

Dallas, TX 75243
877-884-0232

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Matthew Smith - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7068

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MSM Advisory, LLC

25 Highland Park Village Ste. 100 -184

Dallas, TX 75205
214-803-4361

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Tara Blair - Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-922-7784

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TSG Financial Strategies LLC

12201 Merit Drive
Ste. 1000

Dallas, TX 75251
972-774-2469

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Mac Cravy - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7201

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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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Marie A Moore - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7175

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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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Charlie Eshelman

17110 Dallas Pkwy

Dallas, TX 75248
972-407-9200

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Mark Cannon - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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Jerry Hoffmann CPA & Company PLLC

15441 Knoll Trail
Suite 100

Dallas, TX 75248
972-458-1222

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Charles Jones - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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Joan Nye - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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Charlie Esquivel - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7128

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Samuel Harrell - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7211

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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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Stifel | WK Group

5956 Sherry Lane
Suite 875

Dallas, TX 75225
214-706-9450

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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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Michelle Morehead - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1675

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Vaughn Asset Advisory

1910 Pacific Ave
Suite 18650

Dallas, TX 75201
888-691-8875

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LD Lowe Wealth Advisory

8330 LBJ Freeway
Suite 500

Dallas, TX 75243
972-335-2523

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ICMC

5999 Summerside Drive
Suite 104

Dallas, TX 75252
972-387-0660

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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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Xponify Financial

12221 Merit Drive
Suite 625

Dallas, TX 75251
214-987-0924

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Combest Wealth Management

14785 Preston Road
Suite 550

Dallas, TX 75254
972-789-5139

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Allstate Personal Financial Representative: Gabriel Almanza

5510 Abrams Rd
Ste 123

Dallas, TX 75214
214-762-9104

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HCA Investments

3804 Hawthorne Avenue

Dallas, TX 75219
214-415-9080

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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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James M Hogue - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6624

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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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Alan L Folz Jr. - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6677

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Kevin M Clements - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6685

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Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6500

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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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Tammy J Cooper - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6637

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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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Neal D Vasso - Ameriprise Financial Services, LLC

5000 Quorum Dr
Ste 375

Dallas, TX 75254
972-692-5069

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Valecka Wealth Management

16610 Dallas Pkwy
Ste 1250

Dallas, TX 75248
972-899-1679

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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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The Halo Group - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
972-774-6537

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Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-368-8555

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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 Heritage Group - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6573

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Ben Sweeney - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6761

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Chris Maxtone-Graham - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6507

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Lee Earlywine - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6579

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Stanley Dean - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6560

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Ryan Hill - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6549

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Kevin T. Dickey - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6759

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George Galanis - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6718

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John Birkner - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6721

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Bill Swisher - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6666

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Truman Cooper - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6533

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Deborah Konigsberg - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
972-774-6809

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Ty Wilcox - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7202

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William Griffin - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5015

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Margolies Law Office

7920 Belt Line Rd
Ste 650

Dallas, TX 75254
469-626-7760

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Allstate Personal Financial Representative: Georgia Adams

4444 W Illinois Ave
Ste 140

Dallas, TX 75211
214-467-5025

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Barton Talkington - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8947

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Henry Jordan - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-981-0522

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Loren Koziol - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8902

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Brian Blake - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8939

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Brooks Laquey - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6551

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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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Steve Self - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6624

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Michael Weinman - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6657

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Ian Feuer - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6664

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Dallas, TX Branch Office - UBS Financial Services Inc.

100 Crescent Court
Suite 600

Dallas, TX 75201
214-965-6145

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The Liberty Group of Texas - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6550

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Steven D. Overby - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6668

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Marc Alan Liberman - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6594

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David Dauajare - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6588

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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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Drew Case - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6683

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DBT360 Financial Plan

8201 Preston Road Suite 400

Dallas, TX 75225
214-764-1977

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Piers Hurley, CFA - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-965-6128

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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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Stifel | Carpenter, Raza Wealth Management Team

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-706-9474

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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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Rajesh Sanchala, CLU, CHFC, RCIP

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-774-2374

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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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Darden Executive Financial Advisors - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-965-6141

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Cloud Wealth Strategies

12201 Merit Dr.
Suite 1000

Dallas, TX 75251
954-592-5180

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The Donnally Greenman Group - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-981-0559

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Maxwell Kent Meyers - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8945

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Joan Mason - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7057

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Karch Weyermuller - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-2959

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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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Joe A Scott - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1625

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Barby Crabtree - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6622

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Ronald M Davis - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6654

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The Woods Group - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6653

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George Gile - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-1600

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Emily Noble - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6666

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Christopher P Moino - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6668

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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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Gregory E Hutcheson - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6607

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Jeffrey Lynn Downing - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
972-774-6828

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Jonathan Bassham - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7066

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HG Tailored Financial Services, LLC

14180 Dallas Parkway
Suite 500

Dallas, TX 75254
972-332-4868

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The Yonack Group - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7200

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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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Peter A Samuelson - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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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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David A Jennings - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7060

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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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American Momentum Bank

8080 N Central Expy
Ste 1080

Dallas, TX 75206
214-416-0433

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The Williams Sando Group - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7140

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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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Sandy Macdowell - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7109

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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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Dale R Scofield - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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Keri Lai - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1607

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Blake Harris - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
469-221-0428

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Frontier Next

8401 North Central Expressway
Suite 300

Dallas, TX 75225
972-934-2590

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Gilhang & Hays Financial Management Group, LLC

8150 North Central Expressway
Suite 1600

Dallas, TX 75206
214-945-2460

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GM Wealth Group

901 Main Street
Suite 6500

Dallas, TX 75202
214-382-4433

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Moore Smith Bassham Piorkowski - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-855-7900

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DTLR

39749 Lyndon B Johnson Fwy
Suite #310

Dallas, TX 75237
972-709-7713

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Kelly Daugherty - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
972-774-6628

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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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Alan Paul Yonack - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7209

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ISC Group, Inc

3500 Oak Lawn Avenue
Suite 400

Dallas, TX 75219
800-888-3520

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Lake Point Advisory Group Dallas Office

8117 Preston Road # 110
Suite 300

Dallas, TX 75225
214-771-3363

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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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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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Scott A Davis - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7022

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Raub Capital Management - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1636

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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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Jason K Brown - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7016

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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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Evelyn Nickerson - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6890

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Peyton Cook - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6684

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Ambrose Capital Management

13155 Noel Road
Suite 900

Dallas, TX 75240
214-722-6980

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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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Keith Evans - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6802

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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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Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6500

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The Providence Group - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6585

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Thomas Baker - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6585

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Joseph Williams - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6516

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Sonia Ginnell - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6537

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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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Paul Cox - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7234

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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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Kevin Rooker - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7089

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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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Dargatz & Company, LLC

17300 North Dallas Parkway
Suite 2065

Dallas, TX 75248
214-702-6847

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Carlos Gonzalez - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7015

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Sands Chipman - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5014

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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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VisionPoint Advisory Group

5001 Spring Valley Road
Suite 200W

Dallas, TX 75244
515-224-4032

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Barry Pechenik - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7013

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Mike Dimmel - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7127

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Vasso & Associates - Ameriprise Financial Services, LLC

5000 Quorum Dr
Ste 375

Dallas, TX 75254
972-692-5069

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Andy Raub - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
214-368-2900

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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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Jon P Piorkowski - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7069

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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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Robert J. DiCicco - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7235

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Stephen Pletcher - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7203

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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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Sallie Behnke - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7132

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Michael DeGroat - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1683

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Travis Ladner - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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Terry M Barr - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6633

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Janet L. Woods - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6653

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Alex Cena - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6638

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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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Herbert L Kesner - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6614

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J Carrell - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6619

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Barney Grossman - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6664

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Janet M Clements - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6620

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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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Bradley D Thomas - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6623

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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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Aubrey L Nestman - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1639

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Laura Enwere - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1833

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Jones, Cannon and Scofield - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

* 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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