Find a Financial Advisor in Dallas, TX

 

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

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We Only Work With The Best Dallas 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, TX


  • Financial Advisor Close to Dallas, 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, 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, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Dallas financial advisors.
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How Retirement-Friendly is Dallas, TX?

  • Population: 1330,612
  • % of Population 62 Years and Over: 13.1%
  • Average Home Value: $229,000
  • Average Monthly Housing Cost: $1,086
  • Average Household Income: $86,393
  • 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, TX

 

FIRST DALLAS SECURITIES, INC.

Website

(214) 954-1177

2905 Maple Ave.

Dallas, TX 75201

SEC#: 801-66208
Years in Business: 15 years

WHITEROCK WEALTH MANAGEMENT CO.

Website

(214) 691-4451

8350 North Central Expressway
Suite 925
Dallas, TX 75206

SEC#: 801-60828
Years in Business: 20 years

BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC

Website

(214) 665-1900

2200 Ross Avenue, 31st Floor

Dallas, TX 75201

SEC#: 801-31237
Years in Business: 34 years

BELMONT GLOBAL ADVISORS, INC.

Website

(214) 559-9972

2000 Mckinney Avenue
Suite 600
Dallas, TX 75201

SEC#: 801-37873
Years in Business: 31 years

BUDGE FINANCIAL INC

Website

(214) 363-3008

4925 Greenville Ave
Ste 1220
Dallas, TX 75206

SEC#: 801-30781
Years in Business: 34 years

HODGES CAPITAL MANAGEMENT INC

Website

(888) 878-4426

2905 Maple Ave

Dallas, TX 75201

SEC#: 801-35811
Years in Business: 32 years

HIGHLAND CAPITAL MANAGEMENT, L.P.

Website

(972) 628-4100

300 Crescent Court
Suite 700
Dallas, TX 75201

SEC#: 801-54874
Years in Business: 24 years

PENN DAVIS MCFARLAND INC

Website

(214) 871-2772

2626 Cole Ave Ste 504

Dallas, TX 75204

SEC#: 801-13038
Years in Business: 44 years

MIAI, INC.

Website

(214) 739-5677

12222 Merit Dr
Suite 1390
Dallas, TX 75251

SEC#: 801-61363
Years in Business: 19 years

 


Dallas, TX Financial Advisor FAQs

There are a lot of advisors to choose from in Dallas, Texas including some very reputable firms. Once you have found a few potential candidates, one good way to make your decision is by checking their references.
It is advisable to have a financial advisor for anyone who has significant assets or income. The whole point of an advisor is someone who can take your personal situation and put it in perspective, meaning they will know what type of retirement account options are ideal for you, which debts deserve priority if you're going through bankruptcy proceedings, what kind of insurance might be necessary.
When meeting with a financial advisor it is important to be fully informed of all your needs, plans, and expectations. In order to best serve you the advisor will need details about your current assets and liabilities through either personal disclosure or third party verification. Understand what services are being provided by the financial advisor and what fees are involved over time.
A financial advisor uses their knowledge of the laws, regulations, and practices of finance to guide others in managing their finances.