Financial Advisors in or around Dallas, Texas

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Results from people who have used the "Match Me" form above

Profile

Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

Portfolio Size:

$960K

We needed help in getting a trust and other investment strategies setup correctly...
...WiserAdvisor service was a tremendous relief in finding an advisor. I wanted someone with TRUST, experience and someone with patience.

WiserAdvisor >   Texas >   Dallas 

Premium Financial Advisors Listing

Eric Willer CFA, Financial Advisor from Dallas, Texas

Eric Willer CFA

Distance: 0 miles

Fusion Analytics Investment Partners LLC is a cutting edge asset management firm that fuses the two widely followed investment disciplines of fundamental and technical analysis to deliver custom tailored asset management vehicles to institutions, family offices and high net worth private investors. Harnessing the power of proprietary technology, k...

Scott Hammel, Financial Advisor from Dallas, Texas

Scott Hammel

Distance: 1 miles

As an advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, helping give you confidence...

Justin Farris, CFP, Financial Advisor from Dallas, Texas

Justin Farris, CFP

Distance: 7 miles

As an independent full-service wealth management firm, we specialize in the practice of investment management and financial planning. The Farris Group maintains an independent and focused approach to advising our clients on all their financial needs. We dont sell products; we provide custom tailored financial solutions and are committed to becomin...

Ralph Heffelman, Financial Advisor from Dallas, Texas

Ralph Heffelman

Distance: 9 miles

For more than 35 years, International Capital Management Corporation (ICMC) has successfully developed customized investment portfolios for private investors. ICMC utilizes the Nobel Prize winning Modern Portfolio Theory and up to 10 distinct asset classes (5 traditional and 5 alternative) to produce superior investment portfolios with significantl...

Bryan Jackson, Financial Advisor from Dallas, Texas

Bryan Jackson

Distance: 10 miles

Harbor Capital Management is a Charlotte-based Registered Investment Advisor firm with offices in Mooresville, NC, Dallas, TX and Sarasota, FL. It has been registered with the U.S. Securities and Exchange Commission since its establishment"My clients have chosen to work with me because of my authentic, passionate, commitment to helping them expand...

Zach Allen, Financial Advisor from Dallas, Texas

Zach Allen

Distance: 11 miles

Were here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a st...

Jeffrey B Thomas J.D./CIMA/CPWA Financial Advisor, Financial Advisor from Dallas, Texas

Jeffrey B Thomas J.D./CIMA/CPWA Financial Advisor

Distance: 13 miles

Mission Statement: As a financial advisor, my mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, I combine my experience in the financial services industry with quality investment alternatives and the latest information and technology available. I strive to pr...

Brad Cantrill, Financial Advisor from Dallas, Texas

Brad Cantrill

Distance: 14 miles

Cantrill Financial Group is a fee based financial planning firm serving the North Texas area. The firm strives to deliver a comprehensive planning process based upon the principals of objectivity, tranparancy, and excellent customer service. Whether your goal is one of accumulation, preservation, or distribution the firm strives to be your acc...

Bryn Henry, AIF, Financial Advisor from Dallas, Texas

Bryn Henry, AIF

Distance: 15 miles

If you have landed on this page you are obviously concerned about your financial well-being. You are most likely looking for an unbiased fee-based relationship with an advisor, and not just a meeting with another salesperson. You may have fears about asking for help or making a change from your current advisor. In our first meeting together I wi...

Gary Strawn, Financial Advisor from Dallas, Texas

Gary Strawn

Distance: 17 miles

To assist families create and manage their wealth. We use a six-step, free no obligation, financial strategy to identify and assist in creating financially independent families.Transamerica Financial Advisors has thousands of independent associates committed to one mission: To create financially independent families positioned to realize their drea...

Tim Dowden, Financial Advisor from Dallas, Texas

Tim Dowden

Distance: 21 miles

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Matthew Sherman, Financial Advisor from Dallas, Texas

Matthew Sherman

Distance: 22 miles

"Helping You Stay Happily Unemployed in Retirement". Full service financial/investment advisor focusing on retirement planning and income distribution....

Darren Fox, Financial Advisor from Dallas, Texas

Darren Fox

Distance: 26 miles

A.R.S. is a unique investment firm geared to help clients execute advanced investment strategies and get the most out of their retirement savings and investing dollars. We do our own homework. The advice we give is independent and unbiased. By doing impartial research on each investment selection, we endeavor to outperform market benchmarks and ou...

Other Financial Advisors Listing

Hillel, Arnold Feinberg, Financial Advisor from Dallas, Texas

Hillel, Arnold Feinberg

First Southwest Asset Management Inc

Hillel, Arnold Feinberg, Financial Advisor from Dallas, Texas

Hillel, Arnold Feinberg

Fsw Advisory Services Inc.

Sal Afridi, Financial Advisor from Dallas, Texas

Sal Afridi

Sal Afridi

I am a Financial Advisor with one of the most successful Financial Services providers in the world, if not the most successful. We have a vast platform available that enables us to match our client's ...

Peter, John Denker, Financial Advisor from Dallas, Texas

Peter, John Denker

Turtle Creek Management, Llc

Dwight Wanken, Financial Advisor from Dallas, Texas

Dwight Wanken

Beacon Financial Advisors

No two investors are alike. Your life keeps changing. The markets - and the world - continue to evolve. That's why it's important that you have a financial plan that is specifically designed to reflec...

Marvin Slater, Financial Advisor from Dallas, Texas

Marvin Slater

Marvin M. Slater and Assoc.

We practice active management of all accounts. Our investments are subjected to a risk management survey every night and if changes are called for, including going to cash, we implement the next morn...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only