Find a Financial Advisor in Dallas County, TX

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Dallas County, TX.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Dallas County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Dallas County, TX


  • Financial Advisor Close to Dallas County, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Dallas County, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Dallas County, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Dallas County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Dallas County, TX?

  • Population: 2606,868
  • % of Population 62 Years and Over: 13.3%
  • Average Home Value: $190,600
  • Average Monthly Housing Cost: $1,146
  • Average Household Income: $88,716
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)



The Top Financial Advisor Firms in Dallas County, TX

 

SNIDER ADVISORS

Website

(214) 220-0055

100 Decker Court
Suite 120
Irving, TX 75062

SEC#: 801-110026
Years in Business: 5 years

MILLER EQUITY CAPITAL ADVISORS

Website

(972) 490-4345

5605 N. Macarthur Blvd.
Suite 860
Irving, TX 75038

SEC#: 801-117916
Years in Business: 2 years

ICP GROUP INVESTMENT MANAGER, LLC

Website

(469) 747-1700

222 W. Las Colinas Boulevard
Suite 2000
Irving, TX 75039

SEC#: 801-119290
Years in Business: 1 years

AMERICAN BEACON ADVISORS, INC.

Website

(817) 391-6100

220 East Las Colinas Blvd., Suite 1200

Irving, TX 75039

SEC#: 801-29198
Years in Business: 35 years

CONTINUOUS CAPITAL, LLC

Website

(817) 391-6100

220 E. Las Colinas Blvd.
Suite 1200
Irving, TX 75039

SEC#: 801-112617
Years in Business: 4 years

SPOTLIGHT ASSET GROUP, INC.

Website

(206) 905-8700

222 West Las Colinas Blvd.
Suite 1650
Irving, TX 75039

SEC#: 801-110415
Years in Business: 5 years

FIG LLC

Website

(197) 253-4300

5221 N. O'Connor Boulevard
Suite 700
Irving, TX 75039

SEC#: 801-62982
Years in Business: 18 years

ACRES CAPITAL, LLC

Website

(516) 862-2383

1100 Lake Carolyn Pkwy
#1029
Irving, TX 75039

SEC#: 801-106763
Years in Business: 6 years

FIG LLC

Website

(197) 253-4300

5221 N. O'Connor Boulevard
Suite 700
Irving, TX 75039

SEC#: 801-62982
Years in Business: 18 years

 


Dallas County, TX Financial Advisor FAQs

Dallas County is located in north-central Texas and is bordered by Collin, Denton, Rockwall, and Kaufman counties. The county seat is Dallas. The top employer in Dallas County, Texas is Walmart with a total of 16,000 employees and annual revenue of $482 million. Dallas County is best known for being the home of the Dallas Cowboys. The team has won five Super Bowl championships and is one of the most popular franchises in American sports. Additionally, Dallas County is home to a number of other major attractions, including Six Flags Over Texas, the Kennedy Memorial, and the Reunion Tower. We can be of help on your financial journey through financial advisors stationed in Dallas County located in north central Texas and is bounded to the east by Kaufman and Rockwall counties, to the west by Tarrant County, to the north by Denton and Collin counties, and to the south by Ellis County. The county serves as a hub for national telecommunications and transportation networks, as well as data processing and electronics companies. Dallas County is also home to numerous museums, including the Dallas Museum of Art, Science Place, and the Mexican-American Cultural Heritage Center. On top of that, financial advisors in Dallas County are highly sought after, and you'll want to discover one who can assist you in managing your finances. Locate nearby financial advisors using the list below!

A financial advisor can help you examine your assets and liabilities, as well as advise you on things such as planning for retirement, saving money, etc.

Financial advisors advise on investments and financial planning. In general, a financial advisor will design a portfolio of stocks, bonds, or other securities to achieve your desired level of growth potential and income at the lowest risk possible.

Two main points to look for are the advisor's credentials, and what kind of portfolio they recommend.

They are compensated in a number of different ways depending on the kind of service they provide.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.