% of assets managed in Dallas, TX
194 advisers in Dallas offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
Featured spots in Dallas, TX are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in Dallas, TX — flat monthly price, no per-lead fees.See pricing
All 194
7th Harvest InvestmentsState registeredNo commissions reported9823 Capital, LPSEC registeredNo commissions reportedAci Wealth AdvisorsState registeredNo commissions reportedAckerman Capital ManagementSEC registeredNo commissions reportedAdams Asset Advisors LLCSEC registeredNo commissions reportedAdvisor Resource CouncilSEC registeredNo commissions reportedAhmeti Wealth Management, LLCState registeredNo commissions reportedAlexander D Cohen Investments, LLCState registeredNo commissions reportedAllred Harris Wealth Management.SEC registeredNo commissions reportedAlm First Financial Advisors LLCSEC registeredNo commissions reported
Amerina International Capital Management LLCState registeredNo commissions reportedAmplified AlphaState registeredNo commissions reportedAnnandale Capital, LLCSEC registeredNo commissions reportedApeironSEC registeredNo commissions reportedApplewhite & Buys Financial AdvisorsSEC registeredNo commissions reportedArtham AdvisorsState registeredNo commissions reportedAscentis Independent Advisors, LLCSEC registeredNo commissions reportedAscentis Wealth Management, LLCSEC registeredNo commissions reportedAtwood Capital Management, LLCState registeredNo commissions reportedAusterra Wealth Management LLCSEC registeredNo commissions reportedAutumn Glory Partners, LLCSEC registeredNo commissions reportedBalefire, LLCSEC registeredNo commissions reportedBarrow Hanley Global InvestorsSEC registeredNo commissions reportedBeacon Financial GroupSEC registeredNo commissions reportedBeaird HarrisSEC registeredNo commissions reportedBfg Wealth Management LLCState registeredNo commissions reportedBfi Wealth Solutions, LLCSEC registeredNo commissions reportedBirnam Wood Capital, LLCSEC registeredNo commissions reportedBraeside Investments, LLCSEC registeredNo commissions reportedBrookmont Capital ManagementSEC registeredNo commissions reportedBulle RockState registeredNo commissions reportedBurford Brothers, INC.SEC registeredNo commissions reportedCandor Wealth Management, LLCState registeredNo commissions reportedCapital Advisory Group, INC.SEC registeredNo commissions reportedCapital IdeasSEC registeredNo commissions reportedCarrington Advisors, LLCState registeredNo commissions reportedCastleview Partners, LLCSEC registeredNo commissions reportedCaviness Wealth Management, LLCState registeredNo commissions reportedCertified Financial Strategies CorporationSEC registeredNo commissions reportedCivitas Capital Management, LLCSEC registeredNo commissions reportedClare Market Investments, LLCSEC registeredNo commissions reportedCmh Wealth ManagementState registeredNo commissions reportedCommerce Street Investment ManagementSEC registeredNo commissions reportedConcentio Capital Management, LLCState registeredNo commissions reportedConcorde Investment ManagementSEC registeredNo commissions reportedCoppell Advisory Solutions LLCSEC registeredNo commissions reportedCravens Brothers Private Wealth Management LLCSEC registeredNo commissions reportedCypress Point Wealth Management, LLCSEC registeredNo commissions reportedDallas Financial Advisors, LLCState registeredNo commissions reportedDaniels & Erickson Financial Advisors, LLCSEC registeredNo commissions reportedDavis Financial ServicesState registeredNo commissions reportedDelos Private Client Group, LLCSEC registeredNo commissions reportedDigital Ascension Group - WealthSEC registeredNo commissions reportedDornick Wealth ManagementState registeredNo commissions reportedDouble Eagle Wealth Management LLCSEC registeredNo commissions reportedDuration Asset Management, LLCSEC registeredNo commissions reportedEagle Guardian AdvisorsState registeredNo commissions reportedEfs Asset Management LLCState registeredNo commissions reportedEid CapitalState registeredNo commissions reportedEq Wealth AdvisorsSEC registeredNo commissions reportedFesc Asset Management LLCState registeredNo commissions reportedFifth Force ManagementSEC registeredNo commissions reportedFireside Capital AdvisorsSEC registeredNo commissions reportedFive Keys Private Advisors LLCState registeredNo commissions reportedFluent Financial, LLCSEC registeredNo commissions reportedFocused Compounding Capital Management, LLCState registeredNo commissions reportedFondren Oaks Capital ManagementState registeredNo commissions reportedFortune Wealth Management, LLCSEC registeredNo commissions reportedFreeman Wealth ManagementState registeredNo commissions reportedFs Financial Advisors, LLCState registeredNo commissions reportedFso WealthState registeredNo commissions reportedGarza Financial PlanningState registeredNo commissions reportedGrb Capital Management LLCState registeredNo commissions reportedGreenfield Seitz Capital Management, LLCSEC registeredNo commissions reportedGuidestone AdvisorsSEC registeredNo commissions reportedHalcyon Global AdvisorsSEC registeredNo commissions reportedHartmann Taylor Wealth Management, LLCSEC registeredNo commissions reportedHarvester Wealth, LLCState registeredNo commissions reportedHg Tailored Financial ServicesState registeredNo commissions reportedHilltop Securities INC.SEC registeredNo commissions reportedHodges Capital Management INCSEC registeredNo commissions reportedHoffman Wealth AdvisorsState registeredNo commissions reportedHolbrook Management, LLCState registeredNo commissions reportedHoward Financial Services, LTD.SEC registeredNo commissions reportedHowland Advisory CorporationState registeredNo commissions reportedHscore Advisors LLCState registeredNo commissions reportedHunter Value Capital LLCState registeredNo commissions reportedHv Capital Advisors LLCState registeredNo commissions reportedIdeology Wealth Advisors, LLCState registeredNo commissions reportedIntegrated Advisors Network LLCSEC registeredNo commissions reportedIntegrity Advisory SolutionsSEC registeredNo commissions reportedIntegrity Private Wealth Advisors, LLCState registeredNo commissions reportedIsc Advisors, INC.SEC registeredNo commissions reportedJ C Texas Investment Advisors, LTD.State registeredNo commissions reportedJ.e. Simmons & CO., P.C.SEC registeredNo commissions reportedJ.k. Financial, INC.SEC registeredNo commissions reportedJackson 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 reportedLevel 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 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 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 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 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 reportedWorth Financial Group INC.SEC registeredNo commissions reportedWpa Family Office, LLCSEC registeredNo commissions reported