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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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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

2820 Dallas Parkway

Plano, TX 75093

866-551-1705

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Jimmy Lee

Jtl Wealth Parnters

5700 Tennyson Parkway Suite 300

Plano, TX 75024

817-690-8102

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Chris Mankoff

JTL Wealth Partners

550 Reserve St
Suite 190

Southlake, TX 76092

972-800-2321

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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

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Kyle Shores

Merit

2801 Network Blvd.
Suite 503

Frisco, TX 75034

214-423-4204

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Brian Hart

Southwestern Investment Advisory Services, Inc.

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

List of Additional Financial Advisors in Dallas, Texas*

* Additional advisor listing is provided in partnership with Yext

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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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Madden/Doke Wealth Management - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-965-6177

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Bison Wealth Management LLC

3838 Oak Lawn Avenue
Suite 1000

Dallas, TX 75219
919-610-0567

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Brentt Shropshire, Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-774-2065

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4 Points Planning

10501 North Central Expressway
Suite 300

Dallas, TX 75231
214-390-9505

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Connor Fleming - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7105

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Charlie Esquivel - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7128

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Keith Evans - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6802

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Beacon Financial Group

17300 Preston Road
Suite 120

Dallas, TX 75252
972-726-9888

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Daniel P. Brown - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6615

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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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Jones, Cannon and Scofield - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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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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Stifel | The West Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-706-9462

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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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Randall White - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
972-450-6670

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John Birkner - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6721

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Steve Self - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6624

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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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Alan Paul Yonack - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7209

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Foster Financial Group

17300 Preston Road
Suite 260

Dallas, TX 75252
972-661-0101

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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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Allstate Personal Financial Representative: Gabriel Almanza

5510 Abrams Rd
Ste 123

Dallas, TX 75214
214-762-9104

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Meridian Point Group - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-855-7900

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Mark N Withers - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7023

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Ozanne Financial Services

10000 N. Central Expressway
Suite 1326

Dallas, TX 75231
214-891-8131

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TSG Financial Strategies LLC

12201 Merit Drive
Ste. 1000

Dallas, TX 75251
972-774-2469

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Fuentes Wealth Advisors

7001 Preston Rd
Ste 300

Dallas, TX 75205
214-447-7507

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MSM Advisory, LLC

25 Highland Park Village Ste. 100 -184

Dallas, TX 75205
214-803-4361

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NOW CFO

8330 Lyndon B Johnson Fwy
suite B250

Dallas, TX 75243
877-884-0232

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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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Robert H Moore - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7067

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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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HG Tailored Financial Services, LLC

14180 Dallas Parkway
Suite 500

Dallas, TX 75254
972-332-4868

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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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Christine Ashmore - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7115

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Sandy Macdowell - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7109

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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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Scot Smith - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7064

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DTLR

5334 A-Ross Ave
Suite 875

Dallas, TX 75206
214-370-9467

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George Galanis - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6718

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American Momentum Bank

8080 N Central Expy
Ste 1080

Dallas, TX 75206
214-416-0433

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Dargatz & Company, LLC

17300 North Dallas Parkway
Suite 2065

Dallas, TX 75248
214-702-6847

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Truman Cooper - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6533

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VisionPoint Advisory Group

5001 Spring Valley Road
Suite 200W

Dallas, TX 75244
515-224-4032

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Ricky's World of Credit Repair

414-430-4277

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Vaughn Asset Advisory

1910 Pacific Ave
Suite 18650

Dallas, TX 75201
888-691-8875

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Valecka Wealth Management

16610 Dallas Pkwy
Ste 1250

Dallas, TX 75248
972-899-1679

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Chris Maxtone-Graham - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6556

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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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Dale R Scofield - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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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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Joe A Scott - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1625

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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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Jerry Hoffmann CPA & Company PLLC

15441 Knoll Trail
Suite 100

Dallas, TX 75248
972-458-1222

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HCA Investments

3804 Hawthorne Avenue

Dallas, TX 75219
214-415-9080

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Matthew Smith - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7068

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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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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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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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ISC Group, Inc

3500 Oak Lawn Avenue
Suite 400

Dallas, TX 75219
800-888-3520

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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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Stevenson/Cooper - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6600

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Morgan Stanley Financial Advisors

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6600

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Tara Blair - Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-922-7784

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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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Allstate Personal Financial Representative: Georgia Adams

4444 W Illinois Ave
Ste 140

Dallas, TX 75211
214-467-5025

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Morgan Stanley Financial Advisors

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6500

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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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Bradley D Thomas - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6623

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Stifel | WK Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-706-9450

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Ian Feuer - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6664

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The Nicholas Group - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7028

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Tristan Simmons - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7030

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The Yonack Group - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7209

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Duy Truong

13111 N Central Expwy
Suite 2500

Dallas, TX 75243
214-707-0493

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Scott Glaser - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7138

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Deborah Konigsberg - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
972-774-6809

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Ambrose Capital Management

13155 Noel Road
Suite 900

Dallas, TX 75240
214-722-6980

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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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Hugh Stephenson, CFA - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-981-0528

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Joan Mason - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7057

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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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Travis Ladner - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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DBT360 Financial Plan

8201 Preston Road Suite 400

Dallas, TX 75225
214-764-1977

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Rajesh Sanchala, CLU, CHFC, RCIP

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-774-2374

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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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Samuel Harrell - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7211

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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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Christopher Moino - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6668

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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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W Frankie Linsicombe - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5072

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Jason K Brown - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6611

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Sean Brown - Ameriprise Financial Services, Inc.

17304 Preston Rd
Ste 600

Dallas, TX 75252
469-361-4017

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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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Cloud Wealth Strategies

12201 Merit Dr.
Suite 1000

Dallas, TX 75251
954-592-5180

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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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Evelyn Nickerson - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6890

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Paula Gonzalez | New York Life

12201 Merit Drive
Suite 1000

Dallas, TX 75251
682-203-9799

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Edward Jones - Financial Advisor: Trey Wright III, RICP®

5430 Lyndon B Johnson Fwy
Suite 1455

Dallas, TX 75240
214-368-3341

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Allstate Personal Financial Representative: Bryan Palma

7540 E Grand Ave

Dallas, TX 75214
915-691-4295

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Victor Olivera - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7053

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Opus Wealth Management

4359 Shady Bend Drive

Dallas, TX 75244
214-453-2697

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Jonathan Bassham - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7066

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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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Sonia Ginnell - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6537

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Jensen Moock - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8952

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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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Kevin Rooker - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7089

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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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Morgan Stanley Financial Advisors

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-368-8555

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Chalamaine Armstrong - Gold Financial

4144 North Central Expressway
Suite 903

Dallas, TX 75204
214-738-4913

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O'Daniel/Ewin Group - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
402-399-6327

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The Resolute Group - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7140

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Miles Gill - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7143

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J Carrell - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6619

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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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Arthur Dumm - Morgan Stanley Financial Advisor

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7046

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Joseph Williams - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6516

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Brooks Laquey - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6551

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Margolies Law Office

7920 Belt Line Rd
Ste 650

Dallas, TX 75254
469-626-7760

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Barby Crabtree - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6622

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Mike Dimmel - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7127

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George Gile - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-1600

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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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Tammy J Cooper - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6637

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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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Alex Cena - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6638

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Robert Dicicco - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7235

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Drew Case - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6683

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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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R. Allen Goode - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7050

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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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Paul Cox - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7234

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The Liberty Group of Texas - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6549

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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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Mac Cravy - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7201

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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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Carlos Gonzalez - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7015

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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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Bill Swisher - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6666

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The Jacobs/Vorwald Group - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
310-788-2000

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Maxwell Kent Meyers - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8945

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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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Ban K Bywaters - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7103

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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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Taisong (Alex) He - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6563

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Langhorst/Puri Wealth Management Group - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8908

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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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Alan L Folz Jr. - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6677

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Michele Powell | Stifel Investments

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-939-7618

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Dallas, TX Branch Office - UBS Financial Services Inc.

100 Crescent Court
Suite 600

Dallas, TX 75201
214-220-0400

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Brian Blake - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8939

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Barton Talkington - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8947

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Jeff Barr - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6604

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Andrew O'Daniel - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7071

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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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Allstate Personal Financial Representative: Jesus Carrasco

10675 E Northwest Hwy
Ste 1625

Dallas, TX 75238
469-964-0909

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Piers Hurley, CFA - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-965-6128

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Nancy Sawicki, CFP - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8915

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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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Loren Koziol - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8902

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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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Karch Weyermuller - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7069

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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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Mark Cannon - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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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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Atlas Wealth Advisors

10000 North Central Expressway
Suite 700

Dallas, TX 75231
972-421-2068

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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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Joan Nye - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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Yesigat Kebede

214-707-0493

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Barney Grossman - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6664

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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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Charles Jones - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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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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Edward Jones - Financial Advisor: Jon-Erik Schoellhorn

4925 Greenville Ave
Ste 1015

Dallas, TX 75206
214-361-2325

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Edward Jones - Financial Advisor: Mark Goode IV

8140 Walnut Hill Lane
Suite 840

Dallas, TX 75231
214-321-6168

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Edward Jones - Financial Advisor: Travis Sewell

8117 Preston Rd
Suite 683

Dallas, TX 75225
214-342-6102

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Edward Jones - Financial Advisor: Jason K Haddix

8350 N Central Expwy
Suite 110

Dallas, TX 75206
214-265-6043

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Edward Jones - Financial Advisor: Ryan Ammon, CFP®|CRPC®

8144 Walnut Hill Ln
Suite 297

Dallas, TX 75231
214-368-6746

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Edward Jones - Financial Advisor: Tyler Ochs, AAMS"|CRPC®

1722 Routh St
Suite 750

Dallas, TX 75201
214-750-3672

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Edward Jones - Financial Advisor: Heidi J Jordan

5600 W Lovers Ln
Ste 310

Dallas, TX 75209
214-358-6485

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Edward Jones - Financial Advisor: Tiffany M Tuohy

5151 Belt Line Rd
Suite 850

Dallas, TX 75254
972-235-9235

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Edward Jones - Financial Advisor: Dionne Dailey

12900 Preston Rd
Suite 623

Dallas, TX 75230
972-789-9680

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Edward Jones - Financial Advisor: Neal Smith

8222 Douglas Avenue
Suite 675

Dallas, TX 75225
214-363-8258

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Edward Jones - Financial Advisor: Jay Wilson

8080 Park Ln
Suite 745

Dallas, TX 75231
214-360-0236

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Edward Jones - Financial Advisor: Rick McKinstry

1722 Routh St
Suite 750

Dallas, TX 75201
214-750-3672

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Edward Jones - Financial Advisor: Andrew Young

8750 N Central Expy
Suite 940

Dallas, TX 75231
214-373-3299

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Edward Jones - Financial Advisor: Chip Ingram

10000 N Central Expy
Suite 840

Dallas, TX 75231
469-857-3064

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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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Edward Jones - Financial Advisor: Alix Foster II

6009 Beltline Rd
Suite 150

Dallas, TX 75254
972-385-0130

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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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Edward Jones - Financial Advisor: David P Smith Jr

5000 Quorum Drive
Suite 175

Dallas, TX 75254
469-372-1587

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Haggar Wealth Group - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8932

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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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Edward Jones - Financial Advisor: Wendy W Seale, CFP®

14241 Dallas Parkway
Suite 120

Dallas, TX 75254
972-239-5630

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Edward Jones - Financial Advisor: Taylor D Brennan

17330 Preston Rd
Ste 103D

Dallas, TX 75252
972-231-8404

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Fowler Hatley - UBS Financial Services Inc.

100 Crescent Court
Suite 400

Dallas, TX 75201
214-981-0588

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Edward Jones - Financial Advisor: Kelli D Poremba, CFP®|AAMS"

3100 Monticello Ave
Ste 860

Dallas, TX 75205
972-503-1217

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Edward Jones - Financial Advisor: Mark S Hawk

6333 East Mockingbird
Suite 233

Dallas, TX 75214
214-826-7800

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Edward Jones - Financial Advisor: Mason G Williams, CFP®|CEPA®|CRPC®

8080 N Central Expressway
Suite 1440

Dallas, TX 75206
214-324-4474

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Edward Jones - Financial Advisor: Riley Goethals

5934 Royal Ln 218

Dallas, TX 75230
214-368-1235

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Edward Jones - Financial Advisor: Nick Keyser

7920 Belt Line Rd
Ste 850

Dallas, TX 75254
972-783-1535

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Edward Jones - Financial Advisor: John W Young

8750 N Central Expy
Suite 940

Dallas, TX 75231
214-373-3299

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Edward Jones - Financial Advisor: Anson V Sobers

8401 N Central Expressway
Suite 340

Dallas, TX 75225
214-750-4260

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Edward Jones - Financial Advisor: Craig W Mills

17304 Preston Road
Suite 1260

Dallas, TX 75252
972-733-1037

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Edward Jones - Financial Advisor: Armand Robinson

4055 Valley View Lane
Suite 340

Dallas, TX 75244
972-239-0647

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Edward Jones - Financial Advisor: Latrell Wilson

5910 N Central Expwy
Ste 1030

Dallas, TX 75206
214-363-4380

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Edward Jones - Financial Advisor: Albert Santaella, CFP®

17950 Preston Road
Suite 134

Dallas, TX 75252
972-732-7252

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Edward Jones - Financial Advisor: Nick Lalonde, CFP®|CEPA®

4849 Greenville Ave
Ste 1320

Dallas, TX 75206
214-368-1246

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Edward Jones - Financial Advisor: Drew Lancaster

4600 Greenville Ave
Suite 230

Dallas, TX 75206
214-265-3900

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Edward Jones - Financial Advisor: Luke Trahan

6301 Gaston Avenue
Suite 725

Dallas, TX 75214
214-295-5082

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Edward Jones - Financial Advisor: Sheryl L Giles, CFP®

17330 Preston Rd 104 D

Dallas, TX 75252
972-231-8222

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Edward Jones - Financial Advisor: Cameron Cornali

3100 Monticello Ave
Ste 860

Dallas, TX 75205
972-503-1217

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Edward Jones - Financial Advisor: Kim Winans, AAMS"|CRPC®

17101 Preston Rd
Suite 225

Dallas, TX 75248
972-380-6984

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Edward Jones - Financial Advisor: Matt Northcutt, CFP®|AAMS"

7557 Rambler Rd
Suite 870

Dallas, TX 75231
214-890-0765

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Edward Jones - Financial Advisor: Yaphet S Tadesse, CEPA®

3500 Oak Lawn Ave
Suite 120

Dallas, TX 75219
214-522-7293

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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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Edward Jones - Financial Advisor: Mason E Tenery, AAMS"

8235 Douglas Ave
Suite 390

Dallas, TX 75225
469-248-2957

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Edward Jones - Financial Advisor: Chris Goins, AAMS"

6301 Gaston Avenue
Suite 650

Dallas, TX 75214
214-826-2722

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Edward Jones - Financial Advisor: Grant S Clay, AAMS"

8150 N Central Expy
Ste 740

Dallas, TX 75206
469-857-3224

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Edward Jones - Financial Advisor: Cristina Montenegro, AAMS"|CRPC®

4222 Trinity Mills Rd
Ste 278

Dallas, TX 75287
972-248-1547

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Edward Jones - Financial Advisor: George H Price, AAMS"

2711 Lyndon B Johnson Frwy
Ste 122

Dallas, TX 75234
972-243-1081

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Edward Jones - Financial Advisor: Kyle D Treadwell, AAMS"

8330 L B J Frwy
Suite 755

Dallas, TX 75243
972-231-8798

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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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Randall L Barnes - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7095

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Ty Wilcox - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7202

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Lee Earlywine - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6579

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Steve Moore, Washington National Agent

5017 Milam St

Dallas, TX 75206
918-629-3527

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Stanley Dean - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6560

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Hayden Godat - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7040

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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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James Harvey III - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6706

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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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Herbert L Kesner - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6614

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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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John L Barnes III - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7070

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Ben Sweeney - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6761

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Michael Weinman - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6657

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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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Emily Noble - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6666

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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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William Griffin - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5015

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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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Cristobal Kennedy, Washington National Agent

9250 Flickering Shadow

Dallas, TX 75243
214-994-9778

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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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Kevin M Clements - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6685

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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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Peyton Cook - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6684

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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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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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David Dauajare - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6588

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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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Stephen Pletcher - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-468-7203

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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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Myron H Schwitzer - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6690

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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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Jordan Cannon - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
972-450-6626

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Barry Pechenik - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7013

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Thomas Baker - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6585

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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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Sands Chipman - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-720-5014

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Kelly Daugherty - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
972-774-6628

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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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Ryan Hill - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6549

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John G Doom - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6663

* 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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