Top Financial Advisors in Dallas, Texas
Finding the right financial advisor in Dallas is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Dallas, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Dallas, TX.
Find the Best Financial Advisor Firms in Dallas:
PROSPERA FINANCIAL SERVICES, INC.
CRD#: 10740
Address: 5429 Lbj Freeway Suite 750, Dallas, TX 75240
Clients: 9,452
In Business for: 44 Years
Average Clients per Advisor: 59
AUM: $ 9.8B
Disclosures: 14
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838
Address: 5500 Preston Road Suite 250, Dallas, TX 75205
AUM: $ 8.8B
LEVEL FOUR ADVISORY SERVICES
CRD#: 134086
Address: 12400 Coit Road Suite 700, Dallas, TX 75251
Clients: 12,223
Average Clients per Advisor: 106
AUM: $ 5.3B
INTEGRATED ADVISORS NETWORK LLC
CRD#: 171991
Address: 8117 Preston Rd Suite 300, Dallas, TX 75225
Clients: 6,552
Average Clients per Advisor: 78
AUM: $ 4.6B
TRUE NORTH ADVISORS, LLC
CRD#: 116048
Address: 3131 Turtle Creek Suite 1300, Dallas, TX 75219
Clients: 364
Average Clients per Advisor: 13
AUM: $ 4.5B
THREE BELL CAPITAL LLC
CRD#: 159736
Address: 1925 Cedar Springs Road Suite 102, Dallas, TX 75201
AUM: $ 3.8B
How We Chose the Top Financial Advisors in Dallas, Texas
To create this list of top financial advisor firms in Dallas, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Dallas has to offer.
Search Financial Advisors in Dallas, Texas
Guy Marc Cumbie
Registered Affiliation(s):RHODES INVESTMENT ADVISORS, INC.
Russell William Holley
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kenneth Bernard Hopkins
Registered Affiliation(s):ORION WEALTH MANAGEMENT LLC
Skyler Ann Marchand
Registered Affiliation(s):EDWARD JONES
David H Ko
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
John Ricci Hoover
Registered Affiliation(s):FISHER INVESTMENTS
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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