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
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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.

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.
  • 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 Vehicles
  • Hbk 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 Vehicles
  • Guidestone 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 Companies
    Provide Capital Market Assumptions And Model Portfolios Of Affiliated Mutual Funds To An Affiliated Adviser
  • 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
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  • Canyon 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 Vehicles
    Portfolio 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 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
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  • Nexpoint 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 Provided
  • Canyon 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 Clos
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  • Maverick 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 Vehicles
  • 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

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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