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Find Top Financial Advisors in Dallas, Texas

Everything's bigger in Texas and so should your financial plans be in Dallas, Texas. Dallas is the 9th largest city in the US, and is big on convention centers, stadiums, sports, arts and medicine. Dallas has over 20 Fortune 500 companies and the cost of living is at about 2% above the national average. If you are looking for a fiduciary financial advisor in the Dallas, Texas, area you may find it quite daunting to choose from amongst the approximately 3900 plus advisors. Each advisor has their own business style, fee structure, levels of financial industry expertise etc. WiserAdvisor can help you find and compare vetted fiduciary financial advisors in the Dallas, Texas area.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Dallas, Texas.

Finding the Top Financial Advisor in Dallas, Texas

Last Updated - 03-Jun-2023

Dallas has 10 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 292 non-vetted advisors in your local area. These financial advisors in Dallas , Texas have an average of 25 years of experience.

NOTE: The list of vetted financial advisors in Dallas , Texas mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Dallas, Texas.

Qualified Financial Advisors in Dallas, Texas

Financial Advisor Experience AUM Minimum Assets Fee Structure
Dash Investments
DASH INVESTMENTS
4849 Greenville Avenue,
Ste 100,
Dallas, TX 75206
15 Years $370,000,000 Not Specified Fee-Only
John Kvale
CFP®, CFA®
J.K. FINANCIAL, INC.
8222 Douglas Avenue,
Suite 590,
Dallas, TX 75225
29 Years $100,000,000 $1,000,000 Fee-Only
Jonathan Loeffler
ASCENT CAPITAL PARTNERS
5956 Sherry Lane, 20th Floor,
Dallas, TX 75225
14 Years $45,000,000 $3,000,000 Fee-Only
Zach Allen
DISCIPLINED ADVISOR GROUP
5005 LBJ Freeway,
Suite 1410,
Dallas, TX 75244
60 Years $5,000,000,000 $10,000,000 Fee-Based
Allworth Financial
ALLWORTH FINANCIAL
15725 Dallas Parkway, Suite 220,
Addison, TX 75001
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Bryn Henry
AIF®
GUIDED PATH FINANCIAL
5700 West Plano Parkway 2300,
Plano, TX 75093
23 Years Not Specified $500,000 Fee-Based
Retirement Planners of America
RETIREMENT PLANNERS OF AMERICA
2820 Dallas Parkway,
Plano, TX 75093
Not Disclosed Not Specified $100,000 Fee-Based
Glen Smith
CFP®, CRPC®
GDS WEALTH MANAGEMENT
1029 Long Prairie Road,
Suite C,
Flower Mound, TX 75022
18 Years Not Specified $750,000 Fee-Only
Kenneth Beber
CFS, AIF®
PEAK FINANCIAL, INC.
6160 Warren Parkway,
Suite 100,
Frisco, TX 75034
20 Years Not Specified Not Specified Fee-Based
Jeffrey M. Garton
JMG WEALTH MANAGEMENT
6401 Eldorado Pkwy.,
#226,
McKinney, TX 75070
25 Years $0 $250,000 Fee-Based

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Information on Qualified Financial Advisors in Dallas, Texas

Qualifications Firm CRD# 135281
Series 63, 65

Compensation/Fee Fee-Only


Office Location 4849 Greenville Avenue,
Ste 100,
Dallas,
TX
75206
Phone Number 415-748-9181

About Dash Investments

Dash Investments

The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts


Qualifications CRD# 2047457
Firm CRD# 114929

Compensation/Fee Fee-Only


Office Location 8222 Douglas Avenue,
Suite 590,
Dallas,
TX
75225
Phone Number 214-706-4300

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries.

About J.K. Financial, Inc.

J.K. Financial, Inc.

J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.

Advisory Services Provided:

Retirement Planning, 401K Rollovers, Financial Planning for Individuals


Qualifications CRD# 5979802
Firm CRD# 291218
Series 65

Compensation/Fee Fee-Only


Office Location 5956 Sherry Lane, 20th Floor,
Dallas,
TX
75225
Phone Number 928-503-2437

About Ascent Capital Partners

Ascent Capital Partners

Meaningful business relationships require real connections. As such, when managing a family's money, it's not enough just to have our interests aligned with our clients. As a Fiduciary, we aspire to foster a genuine, human connection built on trust and the desire to help families prosper. We handpick our partners and clients. Each of our family relationships is long-term and extremely valuable to us. We do our best for people that we have authentic relationships with. We don't subscribe to cookie-cutter investment strategies. Our process relies on implementing innovative, high-level investment strategies normally inaccessible to most. We custom-tailor our process to our clients' unique needs and always keep their best interests in mind. Your family is unique - we are too. We offer specialized advisory services that offer access to complex financial planning strategies and private markets for those, such as entrepreneurs and medical professionals, who would benefit from alternative thinking. Innovation in financial advisory means being at the cutting edge of opportunity. From public stocks to pre-IPOs, Venture Capital, Growth Capital, Real Estate - Hedge Funds, we help our clients responsibly diversify their portfolios into dynamic alternative investments.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5059261
Firm CRD# 13572
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 5005 LBJ Freeway,
Suite 1410,
Dallas,
TX
75244
Phone Number 214-545-3305

Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG. Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs. Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ. Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.

About Disciplined Advisor Group

Disciplined Advisor Group

We're 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 structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group - trust, commitment and caring make up the foundation that provides services to our clients.


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 15725 Dallas Parkway, Suite 220,
Addison,
TX
75001
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4465166
Firm CRD# 8032
Series 7, 24, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 5700 West Plano Parkway 2300,
Plano,
TX
75093
Phone Number 972-755-9000

Bryn and his wife, Sarah, live in Lewisville, Texas, with their three children. In his free time, he enjoys spending quality time with his family. He is also an active member of his Church. On the weekends, you will find him attending his children's various events and you might occasionally catch him on the golf course with his wife and children. Bryn helps clients identify where they are and what they want to accomplish, and then provides proven strategies to help them realistically and efficiently achieve their financial goals. His clients include individuals and business owners for whom he helps develop customized planning. This is accomplished by using a broad range of planning strategies that incorporate innovative solutions for both investment and retirement goals, as well as legacy and estate planning.

About Guided Path Financial

Guided Path Financial

For most people, a comfortable retirement is an admirable aspiration, but unless you track, quantify, and attach a time frame to this aspiration, it rarely becomes an attainable goal. That is where I come in - I will help devise various savings and investing strategies unique to your needs, and we work together to achieve your financial goals . It is my passion to help others find financial freedom and independence by establishing clear goals and practicing financial discipline. As an independent advisor, I have no incentive to recommend only proprietary investment products, so you have the assurance that I am free to act only in your best interest. I provide access to a broad range of investment, retirement, and estate planning strategies. Backed by a team of dedicated professionals and a company committed to service and growth, I take a long-term relationship approach to working with my clients.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 157222

Compensation/Fee Fee-Based, Based on Assets


Office Location 2820 Dallas Parkway,
Plano,
TX
75093
Phone Number 866-551-1705

About Retirement Planners of America

Retirement Planners of America

Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California, and Oklahoma that manages over $4.7 billion for over 8,000 clients. * Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. Our ideal client has at least $250,000 in investible assets. For More information, call 866-551-1705 (*As of December 31, 2021)

Advisory Services Provided:

Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4801922
Firm CRD# 315934
Series 7, 9, 10, 63, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 1029 Long Prairie Road,
Suite C,
Flower Mound,
TX
75022
Phone Number 469-212-8072

About GDS Wealth Management

GDS Wealth Management

At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals. Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things. We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you're happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 6160 Warren Parkway,
Suite 100,
Frisco,
TX
75034
Phone Number 469-322-1210

Ken does not believe in cookie cutter financial plans. Everyone's needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life. To Ken, financial independence means reaching the point where work becomes optional and retirement becomes affordablebut each person might define that differently. This is one of the things that sets Ken apart from other advisors; his commitment to thinking holistically and creatively so that he can help his clients work towards their unique financial goals.Ken is dedicated to helping clients pursue financial independence through practical, values-driven financial plans. Ken focuses on advising clients how to pursue their financial goals, pay less in taxes, affordably pay for college, invest smarter, and properly protect their hard-earned assets. He thrives in his role as a financial mentor and enjoys guiding individuals and families through all stages of their financial lives.

About Peak Financial, Inc.

Peak Financial, Inc.

I have been an Independent Financial Service Representative since 2000, and have been involved in business management and finances for over 20 years. As any independent advisor, I specialize in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals. While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint. I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives from investment strategies, retirement planning, estate planning issues, risk management and retirement income distribution. Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2645788
Firm CRD# 3870
Series 6, 63, 65

Compensation/Fee Fee-Based


Office Location 6401 Eldorado Pkwy.,
#226,
McKinney,
TX
75070
Phone Number 214-542-0809

Preparing for that next step in life isnt always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether youre simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I have been a resident of Dallas for over 34 years. I reside in Mckinney, Tx. with my wife Tammy, whom I have been married to for 26 years, and our two children Taylor (16) and Addison (14). I enjoy coaching my daughter's volleyball team, playing basketball and golf. I graduated from Texas State University, where my wife and I met.

About JMG Wealth Management

At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 20 years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, November 2021, my 200+ Clients have entrusted me with their assets in excess of $22M. My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research for my clients and find the best case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to everyday. I assist my clients in the areas of asset management as well as insurance needs, if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Customer Reviews

Top Financial Advisor Firms in Dallas, Texas (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
BARROW HANLEY GLOBAL INVESTORS
2200 Ross Avenue, 31st Floor, Dallas, TX 75201-2761
103 254 $46,802,100,313
A percentage of AUM, Performance Based
HILLTOP SECURITIES ASSET MANAGEMENT, LLC
717 N. Harwood Street, Suite 3400, Dallas, TX 75201
29 47 $18,200,000,000
A percentage of AUM, Hourly charges, Fixed fees, Other (FIXED TRANSACTION FEE BASED ON A CONTRACTUAL FEE SCHEDULE)
WL ROSS & CO. LLC
2001 Ross Avenue, Suite 3400, Dallas, TX 75201
21 16 $2,019,367,145
A percentage of AUM, Fixed fees, Performance Based
RANGER INVESTMENT MANAGEMENT,L.P.
8115 Preston Road, Suite 590, Dallas, TX 75225
19 26 $1,913,511,558
A percentage of AUM, Performance Based
SMITH ANGLIN FINANCIAL, LLC
14755 Preston Road., Suite 700, Dallas, TX 75254
15 2979 $1,307,934,815
A percentage of AUM, Hourly charges, Fixed fees
WALLACE CAPITAL MANAGEMENT, INC.
100 Crescent Court, Suite 1190, Dallas, TX 75201
7 421 $1,054,414,394
A percentage of AUM, Performance Based
ANNANDALE CAPITAL, LLC
2626 Cole Avenue, Suite 700, Dallas, TX 75204
5 180 $1,046,239,000
A percentage of AUM, Fixed fees, Performance Based
HODGES CAPITAL MANAGEMENT INC
2905 Maple Ave, Dallas, TX 75201
22 340 $937,947,414
A percentage of AUM
ST. JAMES INVESTMENT COMPANY, LLC
3838 Oak Lawn Avenue, Suite 1414, Dallas, TX 75219
6 1499 $785,833,519
A percentage of AUM
PENN DAVIS MCFARLAND INC
2626 Cole Ave Ste 504, Dallas, TX 75204
8 210 $716,135,639
A percentage of AUM
MIAI, INC.
12222 Merit Dr, Suite 1390, Dallas, TX 75251
8 655 $416,997,847
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
FIVE KEYS CAPITAL ADVISORS INC.
2911 Turtle Creek Blvd., Suite 450, Dallas, TX 75219
5 53 $249,185,545
A percentage of AUM, Performance Based
SNOWCAP CAPITAL MANAGEMENT
8117 Preston Road, Suite 610, Dallas, TX 75225
2 22 $213,596,195
A percentage of AUM, Hourly charges, Fixed fees
FIRST DALLAS SECURITIES, INC.
2905 Maple Ave., Dallas, TX 75201
22 243 $191,470,536
Commision Based
DICK RIVERA & ASSOCIATES
17734 Preston Road, Suite 204, Dallas, TX 75252
2 70 $144,197,167
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Dallas, Texas*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    5001 Spring Valley Rd, Ste 900W, Dallas, TX  75244 972-774-6551
    5001 Spring Valley Rd, Ste 900W, Dallas, TX  75244 972-450-6677
    12201 Merit Drive, Suite 1000, Dallas, TX  75251 972-774-2065
    3838 Oak Lawn Avenue, Suite 1000, Dallas, TX  75219 919-610-0567
    5001 Spring Valley Rd, Ste 900W, Dallas, TX  75244 972-450-6622
    5001 Spring Valley Rd, Ste 900W, Dallas, TX  75244 972-450-6664
    5001 Spring Valley Rd, Ste 900W, Dallas, TX  75244 972-774-6586
    10000 North Central Expressway, Suite 700, Dallas, TX  75231 972-421-2068
    2121 North Pearl St, Ste 500, Dallas, TX  75201 214-468-7209
    5001 Spring Valley Rd, Ste 900W, Dallas, TX  75244 972-774-6557

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?