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
Neil David Rubinstein
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Nathan Maroney
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Merry Lyn Bagwell
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Eric Justin Reid
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Scott Douglas Blattner
Registered Affiliation(s):EDWARD JONES
Gerald Ray Pierce
Registered Affiliation(s):EDWARD JONES
Steven Lee Blankenship
Registered Affiliation(s):HERITAGE FINANCIAL PLANNING
Steven Edward Kalmus
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Zeph Andrew Rouquette
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James Arthur Simpson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David S Shaw
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Jay Taysom
Registered Affiliation(s):EDWARD JONES
Richard Wayne Kelly II
Registered Affiliation(s):EDWARD JONES
Brian Ray Bogard
Registered Affiliation(s):EDWARD JONES
Amber Koop Seale
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Chad J Williams
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Derek Lorin Vaughn
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
George Howard Price
Registered Affiliation(s):EDWARD JONES
Theresa Montya
Registered Affiliation(s):EDWARD JONES
Deborah Elaine Federick
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert G Black
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Rita Karl
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Dan Joseph Sklar
Registered Affiliation(s):FOURSTAR WEALTH ADVISORS, LLC
Mitchel J. Malaby JR.
Registered Affiliation(s):STRATEGIC ADVISERS LLC
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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