SEC-registered financial advisors in Dallas, TX
Common fee types
- 95%Percentage of assets
- 64%Fixed or flat fee
- 37%Hourly
Showing 24 of 132
- 9823 Capital, LP$500M to $1BSEC recordPercentage of assetsPerformance-based
- Ackerman Capital Management$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Adams Asset Advisors LLC$500M to $1BSEC recordPercentage of assets
- Advisor Resource Council$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Allred Harris Wealth Management.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Alm First Financial Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Annandale Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Apeiron$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Applewhite & Buys Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Ascentis Independent Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Ascentis Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsOther
- Austerra Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Autumn Glory Partners, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Balefire, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Barrow Hanley Global Investors$1B or moreSEC recordPercentage of assetsPerformance-based
- Beacon Financial Group$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Beaird Harris$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Bfi Wealth Solutions, LLC$100M to $500MSEC recordPercentage of assets
- Birnam Wood Capital, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Braeside Investments, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Brookmont Capital Management$500M to $1BSEC recordPercentage of assetsOther
- Burford Brothers, Inc.$100M to $500MSEC recordPercentage of assets
- Cain Capital Management, LP$100M to $500MSEC recordFixed or flat feePerformance-based
- Capital Advisory Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Capital Ideas$100M to $500MSEC recordPercentage of assets
- Castleview Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Certified Financial Strategies Corporation$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Civitas Capital Management, LLC$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
- Clare Market Investments, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Commerce Street Investment Management$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Concorde Investment Management$100M to $500MSEC recordPercentage of assetsHourly
- Coppell Advisory Solutions LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cravens Brothers Private Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cypress Point Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Daniels & Erickson Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Delos Private Client Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- Digital Ascension Group - Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Double Eagle Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Duration Asset Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Eq Wealth Advisors$500M to $1BSEC recordPercentage of assets
- Fifth Force Management$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Fireside Capital Advisors$100M to $500MSEC recordPercentage of assetsHourly
- First Dallas Securities, Inc.$100M to $500MSEC recordCommissions
- Fivancial Advisors, Inc.Under $25MSEC recordNewsletter subscriptions
- Fluent Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fortune Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Greenfield Seitz Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Guidestone Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Halcyon Global Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Hartmann Taylor Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hilltop Securities Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Hodges Capital Management Inc$1B or moreSEC recordPercentage of assets
- Howard Financial Services, Ltd.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Integrated Advisors Network LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Integrity Advisory Solutions$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Isc Advisors, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- J.E. Simmons & Co., P.C.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- J.K. Financial, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- L & B Realty Advisors, LLPUnder $25MSEC recordPercentage of assetsPerformance-based
- Leap Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Lear Investment Management$1B or moreSEC recordPercentage of assets
- Lee Financial Company, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Legacy Knight Mfo, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Level Four Advisory Services$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Level Four Capital Management$1B or moreSEC recordPercentage of assets
- Lexington Hill Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- LGT Financial Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- LP Investment Management, LLC$500M to $1BSEC recordFixed or flat fee
- Mack & Co. Partners, LP$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Madden Asset Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- McElhenny Sheffield Capital Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- McGowan Group Asset Management, Inc.$1B or moreSEC recordPercentage of assets
- Miai, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Miller Global Investments, L.L.C.$100M to $500MSEC recordPercentage of assets
- Momentum Independent Network Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Murphy & Sylvest$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- NB Alternatives Advisers LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Nexadvisors, LLC$25M to $100MSEC recordPercentage of assetsHourly
- Optima Asset Management Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Optimum Quantvest Corporation$500M to $1BSEC recordPercentage of assetsPerformance-based
- Orchid Advisory$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Ormonde Investment Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Palogic Value Management, L.P.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Paradigm Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Paratus Financial, Inc.$500M to $1BSEC recordHourlyFixed or flat fee
- Pathway Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Penn Davis McFarland Inc$1B or moreSEC recordPercentage of assets
- Perryman Financial Advisory, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Pingora Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- PMV Capital Advisers, LLC$100M to $500MSEC recordPercentage of assets
- Principia Wealth Advisory, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Probity Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Promus Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Prospera Financial Services, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
- Quotient Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Regan Capital$1B or moreSEC recordPercentage of assetsPerformance-based
- Requisite Capital Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Retirement Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Roosevelt Capital Management LLC$1B or moreSEC recordPercentage of assets
- Roserock Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- RTW Financial Advisors Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- RWR Investments LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Saddock Wealth, LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Scherer Financial Advisory Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyCommissions
- Schlindwein Associates LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Smith Group Asset Management, LLC$1B or moreSEC recordPercentage of assets
- Snowcap Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Strata Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Strategic Portfolio Solutions, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Strive Asset Management$1B or moreSEC recordPercentage of assets
- Symmetry Capital Advisors LLC$100M to $500MSEC recordPercentage of assets
- Texas Capital Bank Private Wealth Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- The Gardner Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Three Bell Capital LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- TKC Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Tolleson Private Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- True North Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Turtle Creek Trust$1B or moreSEC recordPercentage of assets
- Turtle Creek Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Uptown Capital Advisors$100M to $500MSEC recordPercentage of assets
- Vaquero Private Wealth, Ltd.$500M to $1BSEC recordPercentage of assetsHourly
- VestieUnder $25MSEC recordFixed or flat fee
- View Capital RIA, LP$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Wallace Capital Management, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Westwood Management Corp$1B or moreSEC recordPercentage of assetsPerformance-based
- Westwood Wealth Management$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissionsPerformance-based
- White Rock Capital$100M to $500MSEC recordPercentage of assetsPerformance-based
- Wisniewski Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Womack Financial LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Worth Asset Management$100M to $500MSEC recordPercentage of assets
- Worth Financial Group Inc.$100M to $500MSEC recordPercentage of assets
- Wpa Family Office, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.