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 $23,363,189,233 Number of advisors 2433 advisors | |||
| 2 | Assets under management $11,681,557,308 Number of advisors 105 advisors | |||
| 3 | Assets under management $7,424,997,101 Number of advisors 122 advisors | |||
| 4 | Assets under management $3,549,100,666 Number of advisors 39 advisors | |||
| 5 | Assets under management $3,275,044,397 Number of advisors 81 advisors | |||
| 6 | Assets under management $3,000,540,593 Number of advisors 135 advisors | |||
| 7 | Assets under management $2,962,269,063 Number of advisors 42 advisors | |||
| 8 | Assets under management $2,267,011,739 Number of advisors 134 advisors | |||
| 9 | Assets under management $1,407,176,620 Number of advisors 15 advisors | |||
| 10 | Assets under management $1,379,509,444 Number of advisors 19 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.
Get matched with an advisorMethodology
To find the top financial advisors in Dallas, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Avantax 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 Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Solicitor Referral Services To Third-party Investment Managers; Participant Enrollment Meetings
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 Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio 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 Licensing
Tolleson 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 Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Investment Due Diligence And Monitoring
Ch Investment Partners, LLC
Ch Investment Partners, LLC is a financial advisory firm based in Dallas, Texas. It currently has approximately $3,549,100,666 of assets under management and employs about 39 people. Ch Investment Partners, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$3,549,100,666 under management
39 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
General Business Consulting For Certain Clients
Integrated Advisors Network LLC
Financial Foundations Inc., operating as a dba of Integrated Advisors Network, LLC, is an SEC-registered investment advisor founded in 2015. The firm offers fee-only investment management, financial planning services, and personalized advice to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm does not sell securities on a commission basis but may have associated persons who receive commissions in other fields. Integrated Advisors Network collectively managed approximately $4.334 billion in assets on a discretionary basis and $251 million on a non-discretionary basis as of February 29, 2024. The firm's investment strategy primarily involves strategic asset allocation using passively managed index and exchange-traded funds, with a focus on global diversification to control market risks. Clients are required to have an initial account value of at least $500,000, although smaller accounts may be accepted at the firm's discretion. Financial Foundations Inc. does not act as a custodian of client assets, and clients always maintain asset control. The firm has discretion over client accounts and places trades under a limited power of attorney. Clients receive periodic reports and account statements from the custodian at least quarterly. The firm does not receive compensation for client referrals or from third parties for directing brokerage services. Financial Foundations Inc. does not vote on client securities proxies and does not provide financial information as it does not serve as a custodian for client funds or securities.
$3,275,044,397 under management
81 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Level Four Advisory Services
Level Four Advisory Services, LLC is an investment adviser firm established in July 2005, offering fee-only investment advisory services through the Participant Asset Management Program. The firm is owned by Level Four Group, which is in turn owned by Carr, Riggs & Ingram Capital, L.L.C. LFAS provides continuous investment advice and management services primarily to individual retirement plan accounts like 403(b) and 401(k) participant accounts. The firm's investment strategies include strategic asset allocation and tactical asset allocation, with a focus on no-load mutual funds, load-waived mutual funds, and Exchange Traded Funds (ETFs). LFAS operates as a fiduciary, acting in the best interests of clients and providing full disclosure of material facts. The firm has a comprehensive business continuity plan to ensure service continuity in various disruption scenarios. LFAS' Customer Privacy Policy outlines the collection and sharing of customer information with affiliates and non-affiliated entities, with options for clients to limit sharing. Additionally, the firm's Business Continuity Plan Disclosure details responses to different types of disruptions and recovery timeframes.
$3,000,540,593 under management
135 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEES - PORTION OF ASSETS MANAGED BY OTHER ADVISORS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
True North Advisors, LLC
True North Advisors, LLC, established in 2000, is an independent registered investment adviser based in Dallas, Texas. Founded by Scott Wood and Mark Gehlbach, the firm focuses on providing objective and transparent wealth management services, free from product constraints commonly seen in the brokerage world. True North offers comprehensive financial planning and investment management services, tailored to individual client goals and risk tolerance. The firm's investment philosophy leans towards value investing principles and active management, with a bias towards value-oriented strategies. True North utilizes a consultative approach, outsourcing asset management to third-party managers when appropriate. The firm offers discretionary investment management services and operates private pooled investment vehicles for sophisticated investors. True North charges an advisory fee ranging from 0.25% to 1.50% of assets under management, with additional fees for services such as consulting and manager fees. As a fiduciary, True North is committed to acting in clients' best interests, meeting professional standards of care, and providing transparent information about fees and conflicts of interest. The firm does not have any disciplinary information to disclose. Clients of True North include individuals, high net worth individuals, corporate entities, trusts, estates, and charitable organizations. The firm encourages regular client meetings to review portfolio performance and progress towards financial goals. True North does not vote proxies on behalf of clients and does not have custody of client funds in most cases.
$2,962,269,063 under management
42 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Advisor Resource Council
Advisor Resource Council is a financial advisory firm based in Dallas, Texas. It currently has approximately $2,267,011,739 of assets under management and employs about 134 people. Advisor Resource Council uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$2,267,011,739 under management
134 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Ranger Investment Management,l.p.
Ranger Investment Management,l.p. is a financial advisory firm based in Dallas, Texas. It currently has approximately $1,407,176,620 of assets under management and employs about 15 people. Ranger Investment Management,l.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
$1,407,176,620 under management
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Model Account
Beaird Harris
Beaird Harris Wealth Management, LLC is a Registered Investment Advisor established in 1996, offering fee-only investment advisory and financial planning services. The firm's President is Pat C. Beaird. Services include continuous account monitoring, investment advice, and financial planning tailored to individual client needs. Investment strategies are based on Modern Portfolio Theory, utilizing a mix of asset classes such as equity securities, corporate debt, and mutual funds. The firm primarily recommends no-load institutional mutual funds and ETFs. Clients have discretion over implementing financial planning recommendations. The firm manages discretionary and non-discretionary accounts, with total assets under management of $1.4 billion as of December 31, 2022. Minimum account size is typically $1,000,000 with an annual fee starting at 1.00%. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. Clients have voting rights over their securities and receive quarterly statements from the custodian. Beaird Harris does not exercise proxy voting authority. The firm does not maintain custody of client funds and does not receive commissions or other compensation beyond advisory fees. Clients are encouraged to review their accounts and compare performance reports with custodial statements.
$1,379,509,444 under management
19 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
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.
Get matched with an advisorMethodology
To find the top financial advisors in Dallas, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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