Odessa, TX
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Find Top Financial Advisors in Odessa, Texas

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

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.

Finding the Top Financial Advisor in Odessa, Texas

Last Updated - May 17, 2024

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
DIMENSIONAL FUND ADVISORS LP
6300 Bee Cave Road, Building One, Austin, TX 78746
1096 818 $652,741,971,627
A Percentage of AUM, Performance Based
FISHER INVESTMENTS
6500 International Pkwy, Ste 2050, Plano, TX 75093-8222
3349 269289 $192,398,103,714
A Percentage of AUM, Performance Based
VICTORY CAPITAL MANAGEMENT INC.
15935 La Cantera Pkwy, San Antonio, TX 78256
510 3419 $140,836,403,633
A Percentage of AUM, Fixed Fees, Performance Based
TPG GLOBAL ADVISORS, LLC
301 Commerce Street, Suite 3300, Fort Worth, TX 76102
906 147 $134,002,200,000
A Percentage of AUM, Other (CARRIED INTEREST)
TPG CAPITAL ADVISORS, LLC
301 Commerce Street, Suite 3300, Fort Worth, TX 76102
353 95 $104,977,500,000
A Percentage of AUM, Other (CARRIED INTEREST)
NB ALTERNATIVES ADVISERS LLC
325 North Saint Paul Street, Suite 4900, Dallas, TX 75201
296 765 $104,690,106,431
A Percentage of AUM, Fixed Fees, Performance Based
ALM FIRST FINANCIAL ADVISORS LLC
3800 Maple Avenue, Ste. 600, Dallas, TX 75219
21 212 $74,190,547,353
A Percentage of AUM, Hourly charges, Fixed Fees
SIXTH STREET ADVISERS, LLC
2100 Mckinney Avenue, Suite 1500, Dallas, TX 75201
539 127 $65,882,675,351
A Percentage of AUM, Performance Based, Other (CARRIED INTEREST)
AMERICAN BEACON ADVISORS, INC.
220 East Las Colinas Blvd., Suite 1200, Irving, TX 75039-5500
28 62 $58,398,845,197
A Percentage of AUM, Performance Based
CATALYST STRATEGIC SOLUTIONS
6801 Parkwood Boulevard, Plano, TX 75024-7198
7 78 $47,200,027,965
A Percentage of AUM, Fixed Fees
BARROW HANLEY GLOBAL INVESTORS
2200 Ross Avenue, 31st Floor, Dallas, TX 75201-2761
101 255 $46,054,770,603
A Percentage of AUM, Performance Based
HUDSON ADVISORS
6688 North Central Expressway, Suite 1400, Dallas, TX 75206
297 121 $43,291,172,855
A Percentage of AUM, Hourly charges, Fixed Fees, Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED)
KESTRA ADVISORY SERVICES, LLC
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735
1311 140407 $41,795,124,579
A Percentage of AUM, Hourly charges, Fixed Fees
LONE STAR FUNDS
6688 North Central Expressway, Suite 1600, Dallas, TX 75206
26 37 $40,708,060,655
A Percentage of AUM, Other (CARRIED INTEREST)
JASPER RIDGE PARTNERS, L.P.
201 Main Street, Suite 1000, Fort Worth, TX 76102
109 51 $33,065,750,619
A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)

    Frequently Asked Questions

    To determine if a financial advisor in Texas is legitimate, you can check if they are properly licensed and registered with the appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. It's also important to review each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, client testimonials, and ensure that they adhere to a strict code of ethics. Additionally, to ensure a financial advisor is legitimate, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors in Texas who meet your specific needs.

    The fees you can expect to pay when working with a financial advisor in Texas can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.

    Yes, a financial advisor in Texas can help you plan for your children's college education by analyzing your finances, setting savings goals, and recommending investment strategies. They provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

    A financial advisor in Texas can help you plan for retirement by assessing your current financial situation, determining your retirement goals, and creating a personalized retirement plan. They may consider factors like your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. Advisors can also help select suitable retirement accounts like IRAs, 401(k)s, etc., guide investment decisions, analyze Social Security benefits, and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    When choosing a financial advisor in Texas, you should consider factors including their qualifications, years of relevant experience, method of compensation, and services offered. Additionally, it's important to ensure that an advisor has the necessary licenses and registrations with trusted regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisors credentials.

    Financial advisors or planners listed on our directory for the state of Texas may offer multiple financial planning services to help their clients, including retirement planning, investment planning, estate planning, and financial planning. The specific services provided by an advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, as well as your financial needs and goals. To learn more, read on to better understand how financial advisors can assist you.

    A financial advisor in our directory for the state of Texas can help you with your investment strategy by providing guidance on different investments to diversify your portfolio, monitor your investments, help you navigate market fluctuations, and suggest necessary adjustments to your investment strategy that aligns with your goals and risk tolerance. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.