Top Financial Advisors in Dallas, Texas
Finding the right financial advisor in Dallas is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Dallas, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Dallas, TX.
Find the Best Financial Advisor Firms in Dallas:
AVANTAX ADVISORY SERVICES
CRD#: 104556
Address: 3200 Olympus Blvd Suite 100, Dallas, TX 75019
Clients: 77,935
Average Clients per Advisor: 32
AUM: $ 31.0B
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838
Address: 5500 Preston Road Ste 250 Suite 1200, Dallas, TX 75205
AUM: $ 7.6B
PROSPERA FINANCIAL SERVICES, INC.
CRD#: 10740
Address: 5429 Lbj Freeway Suite 750, Dallas, TX 75240
Clients: 7,923
In Business for: 44 Years
Average Clients per Advisor: 52
AUM: $ 5.9B
Disclosures: 14
RGT WEALTH ADVISORS
CRD#: 104953
Address: 5950 Sherry Lane, Ste. 600, Dallas, TX 75225
Clients: 91
Average Clients per Advisor: 2
AUM: $ 5.8B
CH INVESTMENT PARTNERS, LLC
CRD#: 301481
Address: 3953 Maple Avenue Suite 250, Dallas, TX 75219
Clients: 23
Average Clients per Advisor: 0
AUM: $ 4.4B
LEVEL FOUR ADVISORY SERVICES
CRD#: 134086
Address: 12400 Coit Road Suite 700, Dallas, TX 75251
Clients: 5,536
Average Clients per Advisor: 50
AUM: $ 3.7B
How We Chose the Top Financial Advisors in Dallas, Texas
To create this list of top financial advisor firms in Dallas, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Dallas has to offer.
Search Financial Advisors in Dallas, Texas
David Wright Mize
Registered Affiliation(s):CAPTRUST
Drew Maret Maxwell
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Jacqueline Schlup Daniels
Registered Affiliation(s):MERCER GLOBAL ADVISORS INC.
Michael Adam Garcia
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Karen Diane Murray
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Milton Hamilton Bensten Jr
Registered Affiliation(s):EDWARD JONES
Brandon Z Shen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Thomas Lee Morris Jr
Registered Affiliation(s):EDWARD JONES
Mark Randall Massey
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew S Blair
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Yaphet Solomon Tadesse
Registered Affiliation(s):EDWARD JONES
Peter Andrew Samuelson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jeffery Charles Clements
Registered Affiliation(s):EDWARD JONES
Tyler Robert Burns
Registered Affiliation(s):EDWARD JONES
Daniel Gregory Johnson
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
David Richard Cubbage
Registered Affiliation(s):EDWARD JONES
Jimmy Allen Grigsby
Registered Affiliation(s):EDWARD JONES
Kathy Jean Bauer
Registered Affiliation(s):EDWARD JONES
Cary Glen Dover
Registered Affiliation(s):EDWARD JONES
Wesley Alan Oliver
Registered Affiliation(s):EDWARD JONES
Diana Lynn Morrison
Registered Affiliation(s):EDWARD JONES
Melvin Lloyd Mcneal Jr
Registered Affiliation(s):EDWARD JONES
Scott Allen Vedane
Registered Affiliation(s):EDWARD JONES
Keith Thomas Rogers
Registered Affiliation(s):EDWARD JONES
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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