Top Financial Advisors in Fort Worth, Texas
Finding the right financial advisor in Fort Worth 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 Fort Worth, 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 Fort Worth, TX.
Find the Best Financial Advisor Firms in Fort Worth:
JASPER RIDGE PARTNERS, L.P.
CRD#: 144401
Address: 201 Main Street Suite 1000, Fort Worth, TX 76102
AUM: $ 33.1B
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958
Address: 1 Firstcomm Plaza, Fort Worth, TX 76109
Clients: 104,118
Average Clients per Advisor: 109
AUM: $ 15.7B
WPWEALTH LLP
CRD#: 145467
Address: 640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102
Clients: 188
Average Clients per Advisor: 15
AUM: $ 779M
OMEGA WEALTH PARTNERS, INC.
CRD#: 152919
Address: 300 Throckmorton Street Suite 1450, Fort Worth, TX 76102
Clients: 392
Average Clients per Advisor: 130
AUM: $ 621M
DIESSLIN GROUP, INC.
CRD#: 110557
Address: 425 Houston Street Suite 500, Fort Worth, TX 76102-7411
Clients: 144
Average Clients per Advisor: 36
AUM: $ 583M
SIGNAL SECURITIES, INC.
CRD#: 15916
Address: 700 Throckmorton Street, Fort Worth, TX 76102
Clients: 810
In Business for: 42 Years
Average Clients per Advisor: 28
AUM: $ 511M
Disclosures: 5
How We Chose the Top Financial Advisors in Fort Worth, Texas
To create this list of top financial advisor firms in Fort Worth, 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 Fort Worth has to offer.
Search Financial Advisors in Fort Worth, Texas
Rosmari Trump
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Dennis Serio
Registered Affiliation(s):COMERICA SECURITIES
Sandra Dee Lassberg
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Vicky Chik Teherani
Registered Affiliation(s):LPL FINANCIAL LLC
Diane Marie Mcguire
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Kirk Lauterbach
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Hilary Wells Pluemer
Registered Affiliation(s):PROSPERA FINANCIAL SERVICES, INC.
Donald King Hall
Registered Affiliation(s):MIAI, INC.
David Robert Neubrander
Registered Affiliation(s):LEVEL FOUR ADVISORY SERVICES
Gregg Douglas Overstake
Registered Affiliation(s):LEVEL FOUR ADVISORY SERVICES
J. Lynn Lawrance
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Randy Russell
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
David Curtis Moore
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Wilfred Robert Morris
Registered Affiliation(s):FIRST COMMAND ADVISORY SERVICES
Travis Andrew Teague
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Alex M Cena
Registered Affiliation(s):MORGAN STANLEY
Lora Jane Hoff
Registered Affiliation(s):PURSHE KAPLAN STERLING INVESTMENTS
Rita Wright Oujesky
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Kelly B Avery
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Mark Orear
Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.
James Raymond Conner
Registered Affiliation(s):FIRST COMMAND ADVISORY SERVICES
Teresa Nicholson Tyler
Registered Affiliation(s):FIRST COMMAND ADVISORY SERVICES
William James Perry
Registered Affiliation(s):FIRST COMMAND ADVISORY SERVICES
Francis Elwyn Whitfield
Registered Affiliation(s):RHODES INVESTMENT ADVISORS, INC.
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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