Top 10 financial advisors in Dallas, TX
We’ve curated a list of the best financial advisors in Dallas, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$40,708,060,655
Number of advisors
26 advisors
| $40,708,060,655 | 26 advisors | |
| 2 |
Assets under management
$28,457,389,000
Number of advisors
174 advisors
| $28,457,389,000 | 174 advisors | |
| 3 |
Assets under management
$24,236,030,690
Number of advisors
29 advisors
| $24,236,030,690 | 29 advisors | |
| 4 |
Assets under management
$23,363,189,233
Number of advisors
2433 advisors
| $23,363,189,233 | 2433 advisors | |
| 5 |
Assets under management
$13,669,966,000
Number of advisors
158 advisors
| $13,669,966,000 | 158 advisors | |
| 6 |
Assets under management
$11,681,557,308
Number of advisors
105 advisors
| $11,681,557,308 | 105 advisors | |
| 7 |
Assets under management
$8,000,685,000
Number of advisors
1 advisors
| $8,000,685,000 | 1 advisors | |
| 8 |
Assets under management
$7,498,160,000
Number of advisors
158 advisors
| $7,498,160,000 | 158 advisors | |
| 9 |
Assets under management
$7,425,576,394
Number of advisors
107 advisors
| $7,425,576,394 | 107 advisors | |
| 10 |
Assets under management
$7,424,997,101
Number of advisors
122 advisors
| $7,424,997,101 | 122 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Dallas, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, 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.
Lone Star Funds
Lone Star Funds is a financial advisory firm based in Dallas, Texas. It currently has approximately $40,708,060,655 of assets under management and employs about 26 people. Lone Star Funds uses a fee structure of a percentage of assets under your management and carried interest.
$40,708,060,655 under management
26 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment VehiclesHbk Capital Management
HBK Investments L.P., also known as HBK Capital Management, was established in 1991 and is based in Dallas, Texas, with additional offices in New York City, London, and Charlottesville, Virginia. The firm specializes in providing discretionary investment management services to collective investment vehicles, including private investment funds and a UCITS fund. HBK's investment strategy aims to generate attractive absolute returns with low volatility and correlation to major market indices. The firm manages global, multi-strategy funds, merger arbitrage funds, convertible arbitrage funds, and continuation vehicle strategies funds. HBK Investments L.P. acts as the investment adviser to the Funds and does not provide investment advisory services to individual clients. The firm's clients are the collective investment vehicles it manages, and investors in the Funds are not considered clients. HBK emphasizes that investors should engage their own financial, legal, tax, and accounting advisors for investment decisions. The firm does not have an investment advisory relationship with individual investors and does not offer personalized investment advice. The minimum initial and additional subscription requirements for the Funds are disclosed in the applicable Fund Documents. HBK receives management fees and performance fees based on the Funds' performance, subject to high water mark provisions. The firm may also receive fees for providing related administrative services to the Funds. HBK Investments L.P. is registered as an investment adviser under the Investment Advisers Act of 1940. HBK Investments L.P. has a structured investment approach that includes fundamental, quantitative, and technical methods of analysis. The firm's investment strategies cover various business groups such as Corporate Credit, Emerging Markets, Structured Credit, Event Driven Equities, Volatility, and Developed Markets Fixed Income. The firm faces potential conflicts of interest related to fees, expense allocation, valuation, and allocation of investment opportunities among the Funds. HBK Investments L.P. has adopted a Proxy Voting Policy to vote proxies for securities owned by the Funds in the best interests of the Funds. The firm engages an independent proxy voting firm to provide analysis, recommendations, and vote execution services. HBK has not been the subject of a bankruptcy petition, and there are no known financial conditions likely to impair its ability to meet contractual commitments to clients.
$28,457,389,000 under management
174 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesGuidestone Capital Management
Guidestone Capital Management is a financial advisory firm based in Dallas, Texas. It currently has approximately $24,236,030,690 of assets under management and employs about 29 people. Guidestone Capital Management uses a fee structure of and a percentage of assets under your management.
$24,236,030,690 under management
29 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment CompaniesProvide Capital Market Assumptions And Model Portfolios Of Affiliated Mutual Funds To An Affiliated AdviserAvantax Advisory Services
Avantax Advisory Services is a financial advisory firm based in Dallas, Texas. It currently has approximately $23,363,189,233 of assets under management and employs about 2433 people. Avantax Advisory Services uses a fee structure of a percentage of assets under your management, fixed fees and solicitor fees.
$23,363,189,233 under management
2433 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SOLICITOR FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersEducational Seminars/workshopsSolicitor Referral Services To Third-party Investment Managers; Participant Enrollment MeetingsCanyon Capital Advisors LLC
Canyon Capital Advisors LLC is a financial advisory firm based in Dallas, Texas. It currently has approximately $13,669,966,000 of assets under management and employs about 158 people. Canyon Capital Advisors LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$13,669,966,000 under management
158 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Westwood Management Corp
Westwood Management Corp is a financial advisory firm based in Dallas, Texas. It currently has approximately $11,681,557,308 of assets under management and employs about 105 people. Westwood Management Corp uses a fee structure of a percentage of assets under your management and performance-based fees.
$11,681,557,308 under management
105 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Model Portfolio Advice And LicensingNexpoint Real Estate Advisors Vii, L.p.
Nexpoint Real Estate Advisors Vii, L.p. is a financial advisory firm based in Dallas, Texas. It currently has approximately $8,000,685,000 of assets under management and employs about 1 people. Nexpoint Real Estate Advisors Vii, L.p. uses a fee structure of a percentage of assets under your management and negotiated fees based on services provided.
$8,000,685,000 under management
1 advisor
Fee structure
A percentage of assets under your management
NEGOTIATED FEES BASED ON SERVICES PROVIDED
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Negotiated Fees Based On Services ProvidedCanyon Clo Advisors Lp
Canyon Clo Advisors Lp is a financial advisory firm based in Dallas, Texas. It currently has approximately $7,498,160,000 of assets under management and employs about 158 people. Canyon Clo Advisors Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$7,498,160,000 under management
158 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Collateral Manager To ClosMaverick Capital Ltd
Maverick Capital Ltd is a financial advisory firm based in Dallas, Texas. It currently has approximately $7,425,576,394 of assets under management and employs about 107 people. Maverick Capital Ltd uses a fee structure of a percentage of assets under your management and performance-based fees.
$7,425,576,394 under management
107 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesTolleson Private Wealth Management
Tolleson Private Wealth Management is a financial advisory firm based in Dallas, Texas. It currently has approximately $7,424,997,101 of assets under management and employs about 122 people. Tolleson Private Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$7,424,997,101 under management
122 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesSelection Of Other AdvisersInvestment Due Diligence And Monitoring
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Dallas, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, 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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