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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 13 vetted financial advisors and 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 22 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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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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John Kvale

J.K. Financial, Inc.

214-706-4300

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Nick Lalonde

Third Act Wealth Management, LLC

214-764-2095

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Zach Allen

Disciplined Advisors Group

214-545-3305

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Kenneth Beber

Peak Financial, Inc.

469-322-1210

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Neil Krishnaswamy

Krishna Wealth Planning LLC

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 $134,002,200,000 147 A Percentage of AUM, Other (CARRIED INTEREST)
TPG CAPITAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
159738 $104,977,500,000 95 A Percentage of AUM, Other (CARRIED INTEREST)
JASPER RIDGE PARTNERS, L.P.
201 Main Street, Suite 1000
Fort Worth, TX, 76102
144401 $33,065,750,619 51 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 $26,634,916,956 3615 A Percentage of AUM, Fixed Fees, Performance Based
CRESTLINE MANAGEMENT, L.P.
201 Main Street, Suite 1900
Fort Worth, TX, 76102-3135
122711 $20,824,607,947 123 A Percentage of AUM, Performance Based, Other (SEE MISCELLANEOUS SECTION)
FIRST COMMAND ADVISORY SERVICES
1 Firstcomm Plaza,
Fort Worth, TX, 76109
281958 $15,724,966,760 105424 A Percentage of AUM, Fixed Fees
TPG REAL ESTATE ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
170731 $14,794,900,000 28 A Percentage of AUM, Other (GENERAL PARTNER PROFITS ALLOCATION AND INCENTIVE FEES)
TPG RE FINANCE TRUST MANAGEMENT, L.P.
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
288851 $5,545,100,000 1 Fixed Fees, Other (INCENTIVE FEES)
TPG PEP ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
171288 $4,792,200,000 7 A Percentage of AUM, Other (GENERAL PARTNER PROFITS ALLOCATION)
CRESCENT REAL ESTATE LLC
3230 Camp Bowie Blvd, Suite 500
Fort Worth, TX, 76107
158397 $3,931,998,774 35 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 $3,892,500,000 16 A Percentage of AUM, Other (CARRIED INTEREST)
HIGHPEAK ENERGY MANAGEMENT, LLC
421 West 3rd Street, Suite 1000
Fort Worth, TX, 76102
293928 $1,863,227,636 2 Performance Based
TAILWIND ADVISORS
1320 S University Dr, Suite 701
Fort Worth, TX, 76107
150081 $1,404,000,000 19 A Percentage of AUM, Performance Based
VORTUS INVESTMENT ADVISORS, LLC
407 Throckmorton Street, Suite 560
Fort Worth, TX, 76102
166178 $884,386,066 10 A Percentage of AUM, Performance Based
ROGERS WEALTH GROUP, INC.
1330 Summit Avenue,
Fort Worth, TX, 76102
107409 $876,332,193 831 A Percentage of AUM, Fixed Fees

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