Financial advisors in Dallas, TX

3,409 match · page 3 of 114

Bradley Wilson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Brandon Day
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Gibson
Financial advisor at Apeiron
Apeiron · $852M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Keesee
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
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Brandon Kershaw
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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Brandon Ratzlaff
Financial advisor at Cypress Point Wealth Management, LLC
Cypress Point Wealth Management, LLC · $1.47B AUM
CFP®VerifiedFinancial planning
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Brandon Turner
Financial advisor at Tolleson Private Wealth Management
Tolleson Private Wealth Management · $9.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brent Young
Financial advisor at Tolleson Private Wealth Management
Tolleson Private Wealth Management · $9.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Bogard
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Brian Cloud
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Everett
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Brian Lane
Financial advisor at The Mather Group, LLC
The Mather Group, LLC · $13.45B AUM
CFP®VerifiedFinancial planning
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Brian Marlar
Financial advisor at Momentum Independent Network Inc.
Momentum Independent Network Inc. · $1.61B AUM
CFP®VerifiedFinancial planning
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Brian Quinn
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Schmidt
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Brian Tinker
Financial advisor at Ascentis Independent Advisors, LLC
Ascentis Independent Advisors, LLC · $2.09B AUM
CFP®VerifiedFinancial planning
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Brian Walker
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Weatherly
Financial advisor at Quotient Wealth Partners, LLC
Quotient Wealth Partners, LLC · $4.91B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brittyn Brender
Financial advisor at Versant Capital Management, Inc.
Versant Capital Management, Inc. · $1.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Clintsman
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Huhn
Financial advisor at Sowell Management
Sowell Management · $4.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Jackson
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caira White
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caleb Brian
Financial advisor at True North Advisors, LLC
True North Advisors, LLC · $5.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carlos Butcher
Financial advisor at Birch Capital Management, LLC
Birch Capital Management, LLC · $235.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carmine Camerato II
Financial advisor at Tolleson Private Wealth Management
Tolleson Private Wealth Management · $9.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carolyn Sterling
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carson Wright
Financial advisor at Cypress Point Wealth Management, LLC
Cypress Point Wealth Management, LLC · $1.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cassandra Guerrero
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad McAuliff
Financial advisor at Advisor Resource Council
Advisor Resource Council · $3.49B 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