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Find The Best Financial Advisors in Fort Worth, 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!

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How To Find The Best Financial Advisors in Fort Worth, Texas

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Fort Worth, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and 133 non-vetted financial advisors in Fort Worth, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Fort Worth, 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 Fort Worth, Texas

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Justin Hall

Good Life Asset Strategies, LLC

1401 Jones Street
Suite 210

Fort Worth, TX 76102

817-864-8560

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Glen Smith

GDS Wealth Management

2910 Lakeside Village Blvd

Flower Mound, TX 75022

469-212-8072

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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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Nick Lalonde

Third Act Wealth Management, LLC

8150 N Central Expy Ste 1420

Dallas, TX 75206

214-764-2095

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Allworth Financial

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

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Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415-748-9181

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Zach Allen

Disciplined Advisors Group

17177 Preston Road
Suite 360

Dallas, TX 75248

214-545-3305

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Justin Gedlen

Disciplined Advisors Group

17177 Preston Road
Suite 360

Dallas, TX 75248

214-545-3310

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Fisher Investments

Fisher Investments

6500 International Parkway

Plano, TX 75093

800-587-5512

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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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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

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Neil Krishnaswamy

Krishna Wealth Planning LLC

5900 S Lake Forest Dr Suite 300

McKinney, TX 75070

214-901-7526

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
TPG GLOBAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
159732 $112,928,800,000 121 A percentage of AUM, Other (CARRIED INTEREST)
TPG CAPITAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
159738 $91,207,300,000 79 A percentage of AUM, Other (CARRIED INTEREST)
JASPER RIDGE PARTNERS, L.P.
201 Main Street, Suite 1000
Fort Worth, TX, 76102
144401 $35,105,733,818 49 A percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)
LUTHER KING CAPITAL MANAGEMENT CORPORATION
301 Commerce Street, Suite 1600
Fort Worth, TX, 76102
110093 $27,691,006,880 3446 A percentage of AUM, Fixed fees, Performance Based
CRESTLINE MANAGEMENT, L.P.
201 Main Street, Suite 1900
Fort Worth, TX, 76102-3135
122711 $20,096,895,576 116 A percentage of AUM, Performance Based, Other (SEE MISCELLANEOUS SECTION)
FIRST COMMAND ADVISORY SERVICES
1 Firstcomm Plaza,
Fort Worth, TX, 76109
281958 $18,868,933,068 98324 A percentage of AUM, Fixed fees
TPG REAL ESTATE ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
170731 $7,831,400,000 27 A percentage of AUM, Other (GENERAL PARTNER PROFITS ALLOCATION AND INCENTIVE FEES)
TPG PEP ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
171288 $5,979,600,000 5 A percentage of AUM, Other (GENERAL PARTNER PROFITS ALLOCATION)
TPG RE FINANCE TRUST MANAGEMENT, L.P.
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
288851 $5,200,000,000 1 Fixed fees, Other (INCENTIVE FEES)
CRESCENT REAL ESTATE LLC
777 Main Street, Suite 2260
Fort Worth, TX, 76102
158397 $4,846,763,450 38 A percentage of AUM, Fixed fees, Performance Based, Other (PROPERTY MGMT, LEASING, ASSET MGMT, DVLPMNT, OTHER RE FEES)
TPG SOLUTIONS ADVISORS
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
313020 $2,710,500,000 9 A percentage of AUM, Other (CARRIED INTEREST)
HIGHPEAK ENERGY MANAGEMENT, LLC
421 West 3rd Street, Suite 1000
Fort Worth, TX, 76102
293928 $1,194,996,755 2 Performance Based
TAILWIND ADVISORS
1320 S University Dr, Suite 701
Fort Worth, TX, 76107
150081 $1,190,720,000 18 A percentage of AUM, Performance Based
ROGERS WEALTH GROUP, INC.
1330 Summit Avenue,
Fort Worth, TX, 76102
107409 $1,041,832,815 839 A percentage of AUM, Fixed fees
WPWEALTH LLP
640 Taylor Street, Suite 2200, Suite 2200
Fort Worth, TX, 76102
145467 $914,564,129 2262 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Fort Worth, Texas

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Brooks Danley
Inquire with Brooks
1200 Summit Ave, Ste 860 Fort Worth, TX 76102 817-210-0205
Benjamin Bigler
Inquire with Benjamin
9800 Hillwood Pkwy, Ste 180 Fort Worth, TX 76177 682-231-8331
April Jupiter
Inquire with April
201 Main St, Ste 1500 Fort Worth, TX 76102 817-820-2226
Billy Yarbrough
Inquire with Billy
1200 Summit Ave, Ste 860 Fort Worth, TX 76102 817-210-0207
Averett Financial
Inquire with Averett
6050 Southwest Boulevard, Suite 200 Fort Worth, TX 76109 817-420-6223
Fritzie Connally
Inquire with Fritzie
1612 Summit Ave, Ste 410 Fort Worth, TX 76102 817-210-0220
Mark Elledge
Inquire with Mark
1612 Summit Ave, Ste 410 Fort Worth, TX 76102 817-210-0201
Danley & Associates
Inquire with Danley
1200 Summit Ave, Ste 860 Fort Worth, TX 76102 817-210-0208
Bryce Danley
Inquire with Bryce
1200 Summit Ave, Ste 860 Fort Worth, TX 76102 817-210-0208
Sean W McCauley
Inquire with Sean
1612 Summit Ave, Ste 410 Fort Worth, TX 76102 817-210-0202

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