Advisers in Dallas, TX
203 advisers in Dallas — 203 registered with SEC or state. Alphabetical. We do not rate or rank advisers.
Financial planning (127)Hourly fees (75)Flat / fixed fees (128)% of assets managed (194)Retirement plan consulting (44)
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Jackson Financial Services LLCState registeredNo commissions reportedJohn Line, CPA, INC.State registeredNo commissions reportedKelley Lane Capital, LLCState registeredNo commissions reportedL & B Realty Advisors, LLPSEC registeredNo commissions reportedLagrande Global LLCState registeredNo commissions reportedLake Highlands Capital ManagementState registeredNo commissions reportedLear Investment ManagementSEC registeredNo commissions reportedLee Financial Company, LLCSEC registeredNo commissions reportedLegacy Knight Mfo, LLCSEC registeredNo commissions reportedLevel Four Advisory ServicesSEC registeredNo commissions reported
Level Four Capital ManagementSEC registeredNo commissions reportedLexington Hill Partners, LLCSEC registeredNo commissions reportedLgt Financial Advisors LLCSEC registeredNo commissions reportedLindus Advisors, INC.State registeredNo commissions reportedLorintine CapitalState registeredNo commissions reportedLP Investment Management, LLCSEC registeredNo commissions reportedMack & CO. Partners, LPSEC registeredNo commissions reportedMadden Asset ManagementSEC registeredNo commissions reportedMcElhenny Sheffield Capital Management, LLCSEC registeredNo commissions reportedMcGowan Group Asset Management, INC.SEC registeredNo commissions reportedMeraki Advisors LLCState registeredNo commissions reportedMessina Wealth Management, LLCState registeredNo commissions reportedMiller Global Investments, L.L.C.SEC registeredNo commissions reportedMomentum Independent Network INC.SEC registeredNo commissions reportedMooring Bay Capital ManagementState registeredNo commissions reportedMurphy & SylvestSEC registeredNo commissions reportedNb Alternatives Advisers LLCSEC registeredNo commissions reportedNexadvisors, LLCSEC registeredNo commissions reportedNoble Advisors, LLCState registeredNo commissions reportedOakview Capital Management, L.P.State registeredNo commissions reportedOptima Asset Management INCSEC registeredNo commissions reportedOptimal Wealth Advisors, LLCState registeredNo commissions reportedOptimum Quantvest CorporationSEC registeredNo commissions reportedOrchid AdvisorySEC registeredNo commissions reportedOrmonde Investment Management, LLCSEC registeredNo commissions reportedPacific Global Advisory Group LLCState registeredNo commissions reportedPalogic Value Management, L.P.SEC registeredNo commissions reportedParadigm Advisors, LLCSEC registeredNo commissions reportedParatus Financial, INC.SEC registeredNo commissions reportedParker Prescott Capital ManagementState registeredNo commissions reportedPathway Wealth Management, LLCSEC registeredNo commissions reportedPenn Davis McFarland INCSEC registeredNo commissions reportedPingora Partners LLCSEC registeredNo commissions reportedPlutus21 Capital Management, L.L.CState registeredNo commissions reportedPmv Capital Advisers, LLCSEC registeredNo commissions reportedPoint 16 Capital, LLCState registeredNo commissions reportedPrincipia Wealth Advisory, LLCSEC registeredNo commissions reportedProbity Advisors, INC.SEC registeredNo commissions reportedPromus AdvisorsSEC registeredNo commissions reportedQuotient Wealth Partners, LLCSEC registeredNo commissions reportedR1 Financial GroupState registeredNo commissions reportedRegan CapitalSEC registeredNo commissions reportedRequisite Capital Management LLCSEC registeredNo commissions reportedRetirement Advisors, LLCSEC registeredNo commissions reportedRjg FinancialState registeredNo commissions reportedRoosevelt Capital Management LLCSEC registeredNo commissions reportedRoserock Wealth Management, LLCSEC registeredNo commissions reportedRwr Investments LLCSEC registeredNo commissions reportedSabana Capital Management, LLCState registeredNo commissions reportedSaddock Wealth, LLCSEC registeredNo commissions reportedSammons WealthState registeredNo commissions reportedSchlindwein Associates LLCSEC registeredNo commissions reportedShade Tree Partners LLCState registeredNo commissions reportedSilver Lake Capital PartnersSEC registeredNo commissions reportedSmith Group Asset Management, LLCSEC registeredNo commissions reportedSnowcap Capital ManagementSEC registeredNo commissions reportedSparrow Advisors, LLCState registeredNo commissions reportedSpectrum Strategies, L.L.C.State registeredNo commissions reportedSpringwood Financial AdvisorsState registeredNo commissions reportedStone Hill Wealth Management, LLCState registeredNo commissions reportedStrata Wealth Advisors, LLCSEC registeredNo commissions reportedStrategic Portfolio Solutions, LLCSEC registeredNo commissions reportedStreet Light Wealth Management, LLCState registeredNo commissions reportedStrive Asset ManagementSEC registeredNo commissions reportedSueing Investments, LLCState registeredNo commissions reportedSymmetry Capital Advisors LLCSEC registeredNo commissions reportedSymphony One Capital Management, LLCState registeredNo commissions reportedTexas Capital Bank Private Wealth AdvisorsSEC registeredNo commissions reportedThe Gardner GroupSEC registeredNo commissions reportedThird Generation Capital ManagementState registeredNo commissions reportedThree Bell Capital LLCSEC registeredNo commissions reportedTkc Wealth Management LLCSEC registeredNo commissions reportedTolleson Private Wealth ManagementSEC registeredNo commissions reportedTrue North Advisors, LLCSEC registeredNo commissions reportedTurtle Creek TrustSEC registeredNo commissions reportedTurtle Creek Wealth Advisors, LLCSEC registeredNo commissions reportedUpspring Capital LLCState registeredNo commissions reportedUptown Capital AdvisorsSEC registeredNo commissions reportedValentine Investments, LLCState registeredNo commissions reportedVaquero Private Wealth, LTD.SEC registeredNo commissions reportedVestieSEC registeredNo commissions reportedView Capital Ria, LPSEC registeredNo commissions reportedWallace Capital Management, INC.SEC registeredNo commissions reportedWestwood Management CorpSEC registeredNo commissions reportedWhite Rock CapitalSEC registeredNo commissions reportedWilliam Roane Skeeters, INC.State registeredNo commissions reportedWisniewski Wealth ManagementSEC registeredNo commissions reportedWomack Financial LLCSEC registeredNo commissions reportedWood Wealth Management LLCState registeredNo commissions reportedWorth Asset ManagementSEC registeredNo commissions reported
Talking to advisers in Dallas? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.
Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.