Top 10 advisors in Dallas
We’ve curated a list of the best financial advisors in Dallas, take a look at it below
Find your perfect advisorAssets under management
$40,708,060,655
Number of advisors
26
Assets under management
$28,457,389,000
Number of advisors
174
Assets under management
$24,236,030,690
Number of advisors
29
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Assets under management
$23,363,189,233
Number of advisors
2433
Assets under management
$13,669,966,000
Number of advisors
158
Assets under management
$11,681,557,308
Number of advisors
105
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Assets under management
$8,000,685,000
Number of advisors
1
Assets under management
$7,425,576,394
Number of advisors
107
Assets under management
$7,424,997,101
Number of advisors
122
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Assets under management
$7,248,803,232
Number of advisors
13
How we came up with this list
To generate our top financial advisors in Dallas, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by state, in this case Dallas. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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