Financial advisors in Dallas, TX

3,409 match · page 2 of 114

Anna Carlyle
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anna Hamilton
Financial advisor at True North Advisors, LLC
True North Advisors, LLC · $5.42B AUM
CFP®VerifiedFinancial planning
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Anna Kelly
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
CFP®VerifiedFinancial planning
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Anthony Harvot
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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Anthony Noto
Financial advisor at Noto Financial Planning
Noto Financial Planning · $24.3M AUM
CFP®VerifiedFinancial planning
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Archie Ponce
Financial advisor at Optima Asset Management Inc
Optima Asset Management Inc · $657.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ariel Bollant
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ariel Marin
Financial advisor at Southstate Private Capital Management LLC
Southstate Private Capital Management LLC · $4.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Armand Robinson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Arthur Dumm
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Hodge
Financial advisor at Advisor Resource Council
Advisor Resource Council · $3.49B AUM
CFP®VerifiedFinancial planning
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Ashley Holliday
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aubrey Carlisle
Financial advisor at Guidestone Advisors
Guidestone Advisors · $1.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Austin Hipschen
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Austin Mitchell
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barbara Harger
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barclay Nelson
Financial advisor at Birch Capital Management, LLC
Birch Capital Management, LLC · $235.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barry Johnson
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Bamford
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Broyles
Financial advisor at Broyles Advisory, LLC
Broyles Advisory, LLC · $85.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Garrett
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Marshall
Financial advisor at Ascentis Independent Advisors, LLC
Ascentis Independent Advisors, LLC · $2.09B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Philips
Financial advisor at Strata Wealth Advisors, LLC
Strata Wealth Advisors, LLC · $886.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Shae
Financial advisor at Lee Financial Company, LLC
Lee Financial Company, LLC · $1.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bin Nguyen
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blake Fisher
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blake Masterson
Financial advisor at Tolleson Private Wealth Management
Tolleson Private Wealth Management · $9.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Braden Howell
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Mayer
Financial advisor at Texas Capital Bank Private Wealth Advisors
Texas Capital Bank Private Wealth Advisors · $4.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley McConkey
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Dallas, TX

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Dallas, TX.

How this list works

Before you hire an advisor in Dallas, TX