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
Find an advisor in Dallas| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $40,708,060,655 | 26 advisors | ||
| 2 | $28,457,389,000 | 174 advisors | ||
| 3 | $24,236,030,690 | 29 advisors | ||
| 4 | $23,363,189,233 | 2433 advisors | ||
| 5 | $13,669,966,000 | 158 advisors | ||
| 6 | $11,681,557,308 | 105 advisors | ||
| 7 | $8,000,685,000 | 1 advisors | ||
| 8 | $7,498,160,000 | 158 advisors | ||
| 9 | $7,425,576,394 | 107 advisors | ||
| 10 | $7,424,997,101 | 122 advisors |
How we came up with this list
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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Lone Star Funds
Assets under management
$40,708,060,655
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Hbk Capital Management
Assets under management
$28,457,389,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Guidestone Capital Management
Assets under management
$24,236,030,690
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Provide Capital Market Assumptions And Model Portfolios Of Affiliated Mutual Funds To An Affiliated Adviser
4. Avantax Advisory Services
Assets under management
$23,363,189,233
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
5. Canyon Capital Advisors LLC
Assets under management
$13,669,966,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
6. Westwood Management Corp
Assets under management
$11,681,557,308
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
- Not sure which one to choose?Use our smart matching tool
7. Nexpoint Real Estate Advisors Vii, L.p.
Assets under management
$8,000,685,000
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 Provided
8. Canyon Clo Advisors Lp
Assets under management
$7,498,160,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Collateral Manager To Clos
9. Maverick Capital Ltd
Assets under management
$7,425,576,394
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Tolleson Private Wealth Management
Assets under management
$7,424,997,101
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
Your first meeting is free.