Financial Advisors in Dallas, TX

Managing your personal financial situation is a painstaking and time consuming process. Financial Advisors are trained specifically to help clients reach their goals in a variety of ways including portfolio management, retirement planning, and debt consolidation along with many others. Selecting the right financial professional for your situation can be equally challenging. Not all wealth management firms are created equal. Take a look at the results in your area below:

  • Large Firm

    272 CAPITAL LP

    3811 Turtle Creek Blvd., Dallas TX

    (214) 556-2465

  • Medium Firm

    7TH HARVEST INVESTMENTS

    17250 Dallas Parkway, Dallas TX

    (972) 231-1525

  • Large Firm

    8 KNOTS MANAGEMENT, LLC

    4530 Woodfin Drive, Dallas TX

    (646) 379-0396

  • Small Firm

    ABERDEEN INVESTMENT MANAGEMENT, LLC

    Old Parkland, Oak Lawn Hall, Dallas TX

    (214) 347-9115

  • Large Firm

    ACKERMAN CAPITAL MANAGEMENT

    5956 Sherry Lane, Dallas TX

    (214) 361-5383

  • Large Firm

    ADAMS ASSET ADVISORS LLC

    10670 N. Central Expwy., Dallas TX

    (214) 360-7410

  • Large Firm

    ADVISOR RESOURCE COUNCIL

    15110 Dallas Parkway, Dallas TX

    (972) 421-1360

  • Small Firm

    AEON CAPITAL PARTNERS, LLC

    14902 Preston Rd, Dallas TX

    (972) 755-9230

  • Small FirmViolation Reported

    AHMETI WEALTH MANAGEMENT, LLC

    9696 Skillman St., Dallas TX

    (469) 831-4261

  • Small Firm

    ALEXANDER D COHEN INVESTMENTS, LLC

    4445 Alpha Road Suite 113a, Dallas TX

    (214) 478-1218

  • Large Firm

    ALLRED CAPITAL MANAGEMENT, LLC

    8333 Douglas Avenue, Dallas TX

    (844) 965-7695

  • Large Firm

    ALM FIRST FINANCIAL ADVISORS LLC

    3800 Maple Avenue, Dallas TX

    (800) 752-4628

  • Small Firm

    AMERINA INTERNATIONAL CAPITAL MANAGEMENT LLC

    1910 Pacific Ave., Dallas TX

    (214) 989-3873

  • Large Firm

    ANNANDALE CAPITAL, LLC

    2626 Cole Avenue, Suite 700, Dallas TX

    (214) 523-5000

  • Large Firm

    ANSON FUNDS MANAGEMENT LP

    16000 Dallas Parkway, Dallas TX

    (214) 866-0200

  • Large Firm

    APEIRON

    10000 North Central Expressway, Dallas TX

    (972) 421-2068

  • Large FirmViolation Reported

    APEXIUM FINANCIAL LP

    3090 Nowitzki Way, Dallas TX

    (212) 225-9500

  • Medium Firm

    APPLEWHITE & BUYS FINANCIAL ADVISORS

    13355 Noel Rd, Dallas TX

    (214) 710-2498

  • Large Firm

    ARCTOS PARTNERS

    4550 Travis Street, Dallas TX

    (972) 918-3800

  • Large Firm

    AUSTERRA WEALTH MANAGEMENT LLC

    5910 N. Central Expressway, Dallas TX

    (214) 810-0250

  • Large Firm

    AUTUMN GLORY PARTNERS, LLC

    8235 Douglas Avenue, Dallas TX

    (214) 378-1212

  • Large FirmViolation Reported

    AVANTAX ADVISORY SERVICES

    3200 Olympus Blvd, Dallas TX

    (972) 870-6000

  • Large Firm

    AVIDITY PARTNERS MANAGEMENT LP

    2828 N. Harwood St., Suite 1220, Dallas TX

    (214) 550-1822

  • Large Firm

    BANNER OAK CAPITAL PARTNERS, LP

    5950 Sherry Lane, Dallas TX

    (214) 466-8860

  • Large Firm

    BARROW HANLEY GLOBAL INVESTORS

    2200 Ross Avenue, 31st Floor, Dallas TX

    (214) 665-1900

  • Large Firm

    BBAM US LP

    100 Crescent Court, Suite 1050, 10th Floor, Dallas TX

    (469) 871-2230

  • Large Firm

    BEACON FINANCIAL GROUP

    17300 Preston Rd, Suite 120, Dallas TX

    (972) 726-9888

  • Large Firm

    BEAIRD HARRIS

    5005 Lyndon B Johnson Fwy, Dallas TX

    (972) 503-1040

  • Medium Firm

    BFG WEALTH MANAGEMENT LLC

    3838 Oak Lawn Ave, Dallas TX

    (469) 995-8970

  • Large Firm

    BFI WEALTH SOLUTIONS, LLC

    8111 Lyndon B Johnson Fwy Suite 1065, Dallas TX

    (469) 646-0429

  • Large Firm

    BIRNAM WOOD CAPITAL, LLC

    3963 Maple Avenue, Suite 300, Dallas TX

    (214) 935-3707

  • Medium Firm

    BLACK SWAN MANAGEMENT GROUP, INC.

    15770 N. Dallas Parkway, Dallas TX

    (214) 447-0262

  • Large Firm

    BP CAPITAL FUND ADVISORS, LLC

    1722 Routh Street, Dallas TX

    (214) 405-8278

  • Large Firm

    BROOKMONT CAPITAL MANAGEMENT

    5950 Berkshire Lane, Dallas TX

    (214) 953-0190

  • Medium Firm

    BROWN AND BROWN FINANCIAL SERVICES, INC.

    6440 North Central Expressway #107, Dallas TX

    (214) 696-1768

  • Large Firm

    BROWNLIE & BRADEN ADVISORS, LLC

    2820 Ross Tower, Dallas TX

    (214) 219-4650

  • Small Firm

    BULLE ROCK

    1965 Matilda St, Dallas TX

    (214) 599-8329

  • Large Firm

    BURFORD BROTHERS, INC.

    7001 Preston Road, Dallas TX

    (214) 523-2333

  • Large Firm

    CAIN CAPITAL MANAGEMENT, LP

    300 Crescent Court, Dallas TX

    (972) 685-1799

  • Large Firm

    CANYON CAPITAL ADVISORS LLC

    2728 North Harwood Street, Dallas TX

    (214) 253-6000

  • Large Firm

    CANYON CLO ADVISORS LP

    2728 North Harwood Street, Dallas TX

    (214) 253-6000

  • Large Firm

    CANYON PARTNERS REAL ESTATE LLC

    2728 North Harwood Street, Dallas TX

    (214) 253-6000

  • Large Firm

    CAPITAL ADVISORY GROUP, INC.

    5151 Belt Line Road, Dallas TX

    (972) 770-4840

  • Large Firm

    CAPITAL IDEAS

    12720 Hillcrest Rd, Dallas TX

    (214) 750-4400

  • Large FirmViolation Reported

    CARLSON CAPITAL, L.P.

    2100 Mckinney Ave, Dallas TX

    (214) 932-9600

  • Medium Firm

    CARRINGTON ADVISORS, LLC

    15770 N. Dallas Parkway, Dallas TX

    (214) 446-4706

  • Large Firm

    CARSON MANAGEMENT COMPANY, LLC

    2911 Turtle Creek Blvd., Dallas TX

    (214) 999-1000

  • Large Firm

    CASTLEVIEW PARTNERS, LLC

    8111 Preston Road, Dallas TX

    (214) 710-1995

  • Medium Firm

    CAVINESS WEALTH MANAGEMENT, LLC

    15660 Dallas Parkway, Dallas TX

    (972) 499-8273

  • Medium Firm

    CERTIFIED FINANCIAL STRATEGIES CORPORATION

    12700 Hillcrest Rd., Ste. 210, Dallas TX

    (972) 702-8121

  • Large Firm

    CH INVESTMENT PARTNERS, LLC

    3953 Maple Avenue, Dallas TX

    (214) 661-8333

  • Large Firm

    CIVITAS CAPITAL MANAGEMENT, LLC

    1722 Routh Street, Dallas TX

    (214) 572-2300

  • Large Firm

    CLARE MARKET INVESTMENTS, LLC

    4311 W. Lovers Lane, Dallas TX

    (866) 659-1019

  • Medium Firm

    CMH WEALTH MANAGEMENT

    14785 Preston Road, Dallas TX

    (214) 692-5878

  • Large Firm

    COMMERCE STREET INVESTMENT MANAGEMENT

    1445 Ross Avenue, Suite 2700, Dallas TX

    (214) 545-6800

  • Small Firm

    CONCENTIO CAPITAL MANAGEMENT, LLC

    12900 Preston Road, Suite 717, Dallas TX

    (972) 991-1000

  • Large Firm

    CONCORDE INVESTMENT MANAGEMENT

    8383 Preston Center Plaza Drive, Dallas TX

    (972) 701-5400

  • Large Firm

    COPPELL ADVISORY SOLUTIONS LLC

    9111 Cypress Waters Blvd Suite 140, Dallas TX

    (866) 254-4235

  • Small Firm

    CORDATUS ADVISORS, LLC

    2911 Turtle Creek Blvd., Dallas TX

    (469) 317-7944

  • Small Firm

    CORNERSTONE FINANCIAL SERVICES, INC.

    4851 Lbj Fwy., Dallas TX

    (972) 241-7107

  • Large Firm

    CORONADO RESOURCES MANAGEMENT LP

    3811 Turtle Creek Blvd., Dallas TX

    (214) 651-6245

  • Large Firm

    CPMG, INC.

    4215 West Lovers Lane, Dallas TX

    (214) 871-6829

  • Large Firm

    CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC

    7557 Rambler Road, Dallas TX

    (214) 234-9503

  • Large Firm

    CRESTA FUND MANAGEMENT LLC

    2950 N. Harwood Street, Dallas TX

    (214) 310-1083

  • Large Firm

    CROW HOLDINGS CAPITAL

    3819 Maple Ave, Dallas TX

    (214) 661-8000

  • Large Firm

    CYPRESS POINT WEALTH MANAGEMENT, LLC

    3838 Oak Lawn Ave, Dallas TX

    (214) 736-8887

  • Medium Firm

    DALLAS FINANCIAL ADVISORS, LLC

    7616 Lbj Fwy, Dallas TX

    (214) 245-4572

  • Large Firm

    DANIELS & ERICKSON FINANCIAL ADVISORS, LLC

    5323 Spring Valley Rd, Suite 250, Dallas TX

    (214) 750-8985

  • Medium Firm

    DAVIS FINANCIAL SERVICES

    9330 Lbj Freeway, Dallas TX

    (972) 233-8300

  • Large Firm

    DELOS WEALTH ADVISORS

    5950 Sherry Ln, Dallas TX

    (972) 810-1610

  • Large Firm

    DURATION ASSET MANAGEMENT, LLC

    8333 Douglas Ave, Dallas TX

    (214) 420-0300

  • Large Firm

    ECP INVESTMENT ADVISORS LLC

    8235 Douglas Ave, Dallas TX

    (214) 922-1063

  • Large Firm

    EFS ASSET MANAGEMENT LLC

    2608 Hibernia St., Dallas TX

    (214) 550-0914

  • Small Firm

    EID CAPITAL

    13355 Noel Road, Suite 1100, Dallas TX

    (972) 433-6564

  • Large Firm

    EQ WEALTH ADVISORS

    10000 North Central Express Way, Dallas TX

    (214) 389-6750

  • Large Firm

    FAMILYWEALTH ASSET MANAGEMENT

    1601 Elm Street,, Dallas TX

    (214) 624-1185

  • Large Firm

    FARRIS CAPITAL MANAGEMENT INC.

    15400 Knoll Trail Dr, Dallas TX

    (214) 525-2141

  • Large Firm

    FIFTH FORCE MANAGEMENT

    5217 Mckinney Avenue, Dallas TX

    (972) 571-4397

  • Large Firm

    FIFTH PARTNERS MANAGEMENT, LLC

    14785 Preston Road, Dallas TX

    (214) 492-5863

  • Large Firm

    FIRESIDE CAPITAL ADVISORS INC.

    14785 Preston Road, Dallas TX

    (469) 357-6370

  • Large FirmViolation Reported

    FIRST DALLAS SECURITIES, INC.

    2905 Maple Ave., Dallas TX

    (214) 954-1177

  • Large Firm

    FLUENT FINANCIAL, LLC

    14800 Landmark Blvd., Dallas TX

    (972) 852-4800

  • Medium Firm

    FOCUSED COMPOUNDING CAPITAL MANAGEMENT, LLC

    3838 Oak Lawn Avenue, Dallas TX

    (443) 775-1227

  • Small Firm

    FONDREN OAKS CAPITAL MANAGEMENT

    3100 Monticello, Dallas TX

    (214) 484-3073

  • Large Firm

    FORTUNE WEALTH MANAGEMENT, LLC

    12222 Merit Drive, Dallas TX

    (972) 716-8002

  • Small Firm

    FS FINANCIAL ADVISORS, LLC

    8350 N. Central Expressway, Dallas TX

    (214) 763-5167

  • Large Firm

    FULLCIRCLE WEALTH LLC

    15660 North Dallas Parkway, Dallas TX

    (972) 480-6200

  • Large FirmViolation Reported

    FUSE PARTNERS, LLC

    8111 Preston Road, Dallas TX

    (972) 361-1001

  • Small Firm

    GARZA FINANCIAL PLANNING

    10440 N Central Expy, Dallas TX

    (214) 444-3683

  • Large Firm

    GFN CAPITAL MANAGEMENT

    13747 Montfort Dr Suite 350, Dallas TX

    (972) 385-0007

  • Small Firm

    GRB CAPITAL MANAGEMENT LLC

    3879 Maple Avenue, Dallas TX

    (214) 738-4149

  • Large Firm

    GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC

    1722 Routh St., Dallas TX

    (214) 367-6170

  • Large Firm

    GREY ROCK ASSET MANAGEMENT, LLC

    5217 Mckinney Avenue, Dallas TX

    (214) 396-2850

  • Large Firm

    GREY ROCK ENERGY MANAGEMENT, LLC

    5217 Mckinney Avenue, Dallas TX

    (214) 396-2850

  • Large Firm

    GSV ASSET MANAGEMENT, LLC

    1412 Main Street, Dallas TX

    (646) 256-8233

  • Large Firm

    GUIDESTONE ADVISORS

    5005 Lbj Freeway, Dallas TX

    (214) 720-6486

  • Large Firm

    GUIDESTONE CAPITAL MANAGEMENT

    5005 Lyndon B. Johnson Freeway, Dallas TX

    (214) 720-2148

  • Large Firm

    HALCYON GLOBAL ADVISORS

    15660 Dallas Parkway, Dallas TX

    (972) 499-8278

  • Large Firm

    HARTMANN TAYLOR WEALTH MANAGEMENT, LLC

    2346 Victory Park Lane, Dallas TX

    (214) 732-4243

  • Medium Firm

    HARVESTER WEALTH, LLC

    6301 Gaston Avenue, Dallas TX

    (214) 210-5860

  • Large Firm

    HBK CAPITAL MANAGEMENT

    2300 North Field Street, Dallas TX

    (214) 758-6100

  • Large Firm

    HEP PARTNERS LLC

    2200 Ross Avenue, Dallas TX

    (214) 615-2300

  • Large Firm

    HERITAGE FINANCIAL PLANNING

    10440 N. Central Expressway, Dallas TX

    (214) 446-2100

  • Medium Firm

    HG TAILORED FINANCIAL SERVICES

    14180 Dallas Parkway, Dallas TX

    (972) 332-4868

  • Large Firm

    HIGHLAND CAPITAL MANAGEMENT, L.P.

    100 Crescent Court, Dallas TX

    (972) 628-4100

  • Large Firm

    HILLTOP SECURITIES ASSET MANAGEMENT, LLC

    717 N. Harwood Street, Dallas TX

    (214) 953-4000

  • Large FirmViolation Reported

    HILLTOP SECURITIES INC.

    717 N. Harwood Street, Dallas TX

    (214) 859-1800

  • Large FirmViolation Reported

    HODGES CAPITAL MANAGEMENT INC

    2905 Maple Ave, Dallas TX

    (888) 878-4426

  • Medium Firm

    HOLBROOK MANAGEMENT, LLC

    5956 Sherry Lane, Dallas TX

    (972) 914-3532

  • Large Firm

    HOWARD FINANCIAL SERVICES, LTD.

    8350 Meadow Road, Dallas TX

    (214) 346-0785

  • Medium Firm

    HOWLAND ADVISORY CORPORATION

    6116 North Central Expressway, Dallas TX

    (214) 363-4900

  • Large Firm

    HUDSON ADVISORS

    6688 North Central Expressway, Dallas TX

    (214) 754-8400

  • Large Firm

    HUDSON WAY CAPITAL MANAGEMENT, LLC

    2300 N. Field Street, Dallas TX

    (214) 984-5180

  • Small Firm

    HV CAPITAL ADVISORS LLC

    2775 Villa Creek Drive, Dallas TX

    (214) 357-5600

  • Large Firm

    ICP GROUP INVESTMENT MANAGER, LLC

    500 N Akard Street, Dallas TX

    (469) 747-1700

  • Medium Firm

    IDEOLOGY WEALTH ADVISORS, LLC

    8150 N Central Expy, Dallas TX

    (469) 275-8028

  • Large Firm

    INTEGRATED ADVISORS NETWORK LLC

    8117 Preston Rd, Dallas TX

    (855) 729-4222

  • Medium Firm

    INTEGRITY PRIVATE WEALTH ADVISORS, LLC

    10000 North Central Expressway, Dallas TX

    (214) 729-1460

  • Large Firm

    INVERDALE CAPITAL MANAGEMENT, LLC

    4550 Travis Street, Dallas TX

    (214) 871-2900

  • Large Firm

    ISC ADVISORS, INC.

    3500 Oak Lawn Ave, Dallas TX

    (214) 520-1115

  • Medium Firm

    J C TEXAS INVESTMENT ADVISORS, LTD.

    8111 Preston Road, Suite 420, Dallas TX

    (214) 373-3577

  • Large Firm

    J.E. SIMMONS & CO., P.C.

    15770 N. Dallas Parkway, Dallas TX

    (972) 404-1040

  • Large Firm

    J.K. FINANCIAL, INC.

    8222 Douglas Ave, Dallas TX

    (214) 706-4300

  • Medium Firm

    JOHN LINE, CPA, INC.

    1700 Pacific Avenue, Dallas TX

    (214) 287-4266

  • Large Firm

    KAINOS (TX) CAPITAL LP

    2100 Mckinney, Dallas TX

    (214) 740-7300

  • Medium Firm

    LAGRANDE GLOBAL LLC

    1808 S Good Latimer Expy, Suite 102, Dallas TX

    (214) 444-7995

  • Large Firm

    LANTERN CAPITAL PARTNERS, L.P.

    3949 Maple Avenue, Dallas TX

    (469) 942-8342

  • Large Firm

    LEAP WEALTH MANAGEMENT

    8604 Greenville Ave., Dallas TX

    (214) 420-7441

  • Large Firm

    LEAR INVESTMENT MANAGEMENT

    2911 Turtle Creek Boulevard, Dallas TX

    (214) 445-5900

  • Large Firm

    LEE FINANCIAL COMPANY, LLC

    8350 N. Central Expressway, Dallas TX

    (972) 960-1001

  • Large Firm

    LEGACY KNIGHT MFO, LLC

    2525 Knight Street, Dallas TX

    (945) 536-5580

  • Large Firm

    LEVEL FOUR ADVISORY SERVICES

    12400 Coit Road, Dallas TX

    (972) 665-0878

  • Large Firm

    LEVEL FOUR CAPITAL MANAGEMENT

    12400 Coit Road, Dallas TX

    (866) 834-1040

  • Large Firm

    LEXINGTON HILL PARTNERS, LLC

    3624 Oak Lawn Ave., Dallas TX

    (214) 225-1891

  • Large Firm

    LGT FINANCIAL ADVISORS LLC

    2626 Howell St, Dallas TX

    (214) 871-7500

  • Small Firm

    LINDUS ADVISORS, INC.

    12900 Preston Road, Dallas TX

    (972) 387-8474

  • Large FirmViolation Reported

    LONE STAR FUNDS

    6688 North Central Expressway, Dallas TX

    (214) 754-8300

  • Large Firm

    LORINTINE CAPITAL

    5477 Glen Lakes Dr., Dallas TX

    (214) 800-5164

  • Medium Firm

    MAC ADAMS WEALTH ADVISORS, LLC

    12770 Coit Road, Dallas TX

    (214) 273-3630

  • Large Firm

    MADDEN ASSET MANAGEMENT

    8333 Douglas Avenue, Dallas TX

    (214) 855-5335

  • Large Firm

    MAVERICK CAPITAL LTD

    1900 N. Pearl Street, Dallas TX

    (214) 880-4000

  • Large Firm

    MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

    4701 W. Lovers Lane, Dallas TX

    (214) 922-9200

  • Large Firm

    MCGOWAN GROUP ASSET MANAGEMENT, INC.

    300 Crescent Court, Dallas TX

    (214) 720-4400

  • Medium Firm

    MCMILLAN CAPITAL MANAGEMENT, LLC

    8214 Westchester Dr., Dallas TX

    (214) 658-1460

  • Large Firm

    MCR FUND MANAGEMENT LLC

    3200 Olympus Blvd., Dallas TX

    (972) 355-6721

  • Small Firm

    MERAKI ADVISORS LLC

    1901 N Akard St., Dallas TX

    (214) 206-5198

  • Large Firm

    MEREWETHER INVESTMENT MANAGEMENT, LP

    1900 N. Pearl St, Dallas TX

    (214) 453-5522

  • Large Firm

    MERIT ENERGY COMPANY

    13727 Noel Road, Dallas TX

    (972) 701-8377

  • Large Firm

    MEROS INVESTMENT MANAGEMENT, LP

    1845 Woodall Rodgers Fwy, Dallas TX

    (214) 871-5200

  • Large Firm

    MIAI, INC.

    12222 Merit Dr, Dallas TX

    (214) 739-5677

  • Large Firm

    MILLER GLOBAL INVESTMENTS, L.L.C.

    5949 Sherry Lane, Dallas TX

    (214) 272-8504

  • Large FirmViolation Reported

    MOMENTUM INDEPENDENT NETWORK INC.

    717 N. Harwood Street, Dallas TX

    (214) 859-1800

  • Large Firm

    MURPHY & SYLVEST

    13760 Noel Road, Dallas TX

    (214) 373-8362

  • Large FirmViolation Reported

    NB ALTERNATIVES ADVISERS LLC

    325 North Saint Paul Street, Dallas TX

    (214) 647-9500

  • Large Firm

    NEWSTONE CAPITAL PARTNERS, LLC

    3963 Maple Avenue, Dallas TX

    (214) 753-4300

  • Large Firm

    NFJ INVESTMENT GROUP, LLC

    2100 Ross Avenue, Suite 700, Dallas TX

    (214) 754-1780

  • Large Firm

    NGP

    2850 N. Harwood Street, 19th Floor, Dallas TX

    (972) 432-1440

  • Small Firm

    NOBLE ADVISORS, LLC

    325 N St. Paul Street, Dallas TX

    (214) 613-6087

  • Large Firm

    NXG INVESTMENT MANAGEMENT

    600 North Pearl Street, Dallas TX

    (214) 692-6334

  • Large Firm

    OAKVIEW CAPITAL MANAGEMENT, L.P.

    3879 Maple Ave. Suite 300, Dallas TX

    (214) 999-1175

  • Large Firm

    OPTIMA ASSET MANAGEMENT INC

    8144 Walnut Hill Lane, Dallas TX

    (972) 726-0400

  • Small Firm

    OPTIMALFOLIOS, LLC

    4100 Spring Valley Road, Dallas TX

    (972) 999-1042

  • Large Firm

    OPTIMUM QUANTVEST CORPORATION

    1345 River Bend Drive, Dallas TX

    (469) 807-3228

  • Large Firm

    ORCHID ADVISORY

    4801 W Lovers Ln, Dallas TX

    (704) 763-2776

  • Large Firm

    PACELINE EQUITY PARTNERS, LLC

    3838 Oak Lawn Avenue, Dallas TX

    (469) 405-0908

  • Medium Firm

    PACIFIC GLOBAL ADVISORY GROUP LLC

    3949 Maple Avenue, Dallas TX

    (214) 865-6469

  • Large Firm

    PALOGIC VALUE MANAGEMENT, L.P.

    8333 Douglas Avenue, Dallas TX

    (214) 871-2700

  • Medium Firm

    PARADIGM ADVISORS, LLC

    8111 Preston Road, Dallas TX

    (214) 756-6066

  • Large Firm

    PARATUS FINANCIAL, INC.

    5220 Mckinney Ave Ste 200, Dallas TX

    (214) 378-7400

  • Medium Firm

    PATHWAY WEALTH MANAGEMENT, LLC

    3100 Monticello Avenue, Suite 130, Dallas TX

    (972) 863-7671

  • Large Firm

    PATTON WEALTH ADVISORS

    8117 Preston Road, Dallas TX

    (214) 234-9900

  • Medium Firm

    PELION INVESTMENT ADVISORS, INC.

    15150 Preston Road, Dallas TX

    (917) 639-5451

  • Large Firm

    PENN DAVIS MCFARLAND INC

    2626 Cole Ave Ste 504, Dallas TX

    (214) 871-2772

  • Large Firm

    PERMIAN

    3401 Armstrong Ave, Dallas TX

    (212) 257-6080

  • Large Firm

    PERRYMAN FINANCIAL ADVISORY, INC.

    12221 Merit Dr Ste 1660, Dallas TX

    (972) 770-4800

  • Large Firm

    PETROCAP, LLC

    3333 Lee Parkway, Dallas TX

    (214) 871-7967

  • Large Firm

    PMV CAPITAL ADVISERS, LLC

    15660 Dallas Pkwy, Dallas TX

    (972) 850-0146

  • Small Firm

    POINT 16 CAPITAL, LLC

    7017 John W Carpenter Freeway, Dallas TX

    (817) 231-9168

  • Small Firm

    PRESTONWOOD CAPITAL MANAGEMENT, LLC

    14555 Dallas Parkway, Dallas TX

    (469) 334-3834

  • Large Firm

    PRINCIPIA WEALTH ADVISORY, LLC

    13355 Noel Rd. Ste 1100, Dallas TX

    (214) 775-0899

  • Large Firm

    PROBITY ADVISORS, INC.

    10000 N. Central Expressway, Dallas TX

    (214) 891-8131

  • Large Firm

    PROMUS ADVISORS

    8226 Douglas Avenue, Dallas TX

    (214) 612-5750

  • Large Firm

    PROSIGHT CAPITAL

    5956 Sherry Lane, Dallas TX

    (214) 468-0008

  • Large FirmViolation Reported

    PROSPERA FINANCIAL SERVICES, INC.

    5429 Lbj Freeway, Dallas TX

    (972) 581-3000

  • Medium Firm

    PROVIDENT CAPITAL MANAGEMENT, INC.

    6440 N. Central Expressway, Dallas TX

    (214) 739-1934

  • Small Firm

    R1 FINANCIAL GROUP

    13154 Coit Rd., Dallas TX

    (214) 628-9100

  • Large Firm

    RAND ADVISORS, LLC

    2101 Cedar Springs Road, Dallas TX

    (214) 908-8130

  • Large Firm

    RANGER INVESTMENT MANAGEMENT,L.P.

    8115 Preston Road, Dallas TX

    (214) 871-5260

  • Large Firm

    RCP ADVISORS 2, LLC

    4514 Cole Avenue, Dallas TX

    (312) 266-7300

  • Large Firm

    REGAN CAPITAL

    300 Crescent Court, Dallas TX

    (214) 550-1710

  • Large Firm

    RENOVO CAPITAL, LLC

    14241 Dallas Parkway, Dallas TX

    (214) 699-4960

  • Large Firm

    REQUISITE CAPITAL MANAGEMENT LLC

    4001 Maple Avenue, Dallas TX

    (214) 295-7155

  • Large Firm

    RETIREMENT ADVISORS, LLC

    17250 Dallas Parkway, Dallas TX

    (972) 371-0545

  • Large Firm

    RIATA CAPITAL GROUP, LLC

    4550 Travis Street, Dallas TX

    (214) 740-3600

  • Medium Firm

    RJG FINANCIAL

    6403 Shakespeare Place, Dallas TX

    (972) 267-5040

  • Large Firm

    ROCKPOINT

    3953 Maple Ave., Dallas TX

    (972) 934-0100

  • Large Firm

    ROOSEVELT CAPITAL MANAGEMENT LLC

    5956 Sherry Lane, Dallas TX

    (214) 871-2666

  • Large Firm

    ROSEROCK WEALTH MANAGEMENT, LLC

    5950 Sherry Lane, Dallas TX

    (214) 220-8989

  • Large Firm

    RR ADVISORS, LLC

    3953 Maple Avenue, Dallas TX

    (214) 871-8680

  • Large Firm

    RTW FINANCIAL ADVISORS INC

    5757 Alpha Road, Dallas TX

    (972) 960-1212

  • Medium Firm

    RWR INVESTMENTS LLC

    3131 Turtle Creek Blvd, Dallas TX

    (214) 308-1970

  • Small Firm

    SABANA CAPITAL MANAGEMENT, LLC

    6350 Lbj Freeway, Dallas TX

    (214) 238-3660

  • Large Firm

    SADDOCK WEALTH, LLC

    7920 Belt Line Road, Dallas TX

    (972) 437-5201

  • Large Firm

    SAGEFIELD INVESTMENT GROUP LP

    3333 Lee Parkway, Dallas TX

    (214) 717-6213

  • Medium Firm

    SAMMONS WEALTH

    12720 Hillcrest Rd., Dallas TX

    (972) 440-1194

  • Large Firm

    SATORI CAPITAL, LLC

    2501 N. Harwood Street, Dallas TX

    (214) 390-6270

  • Large Firm

    SCALAR GAUGE MANAGEMENT, LLC

    8115 Preston Road, Dallas TX

    (469) 708-2080

  • Large Firm

    SCHERER FINANCIAL ADVISORY SERVICES, LLC

    16250 Knoll Trail Drive, Dallas TX

    (972) 267-9655

  • Large Firm

    SCHLINDWEIN ASSOCIATES LLC

    1717 Main Street, Dallas TX

    (469) 385-7040

  • Large Firm

    SCOUT ENERGY MANAGEMENT LLC

    13800 Montfort Drive, Dallas TX

    (972) 277-1373

  • Large Firm

    SEQUEL HOLDINGS, L.P.

    8080 N. Central Expressway, Dallas TX

    (214) 292-4150

  • Large Firm

    SERVICE ACADEMY CAPITAL MANAGEMENT LLC

    3838 Oak Lawn Ave, Dallas TX

    (424) 835-4147

  • Medium Firm

    SHADE TREE PARTNERS LLC

    13140 Coit Road, Suite 107, Dallas TX

    (972) 528-4439

  • Large FirmViolation Reported

    SIXTH STREET ADVISERS, LLC

    2100 Mckinney Avenue, Dallas TX

    (469) 621-3001

  • Large Firm

    SKY ISLAND CAPITAL

    8333 Douglas Avenue, Dallas TX

    (469) 965-9200

  • Large Firm

    SLOAN INVESTMENT MANAGEMENT, L.L.C.

    100 Crescent Court, Dallas TX

    (214) 720-7500

  • Large Firm

    SMITH ANGLIN FINANCIAL, LLC

    14755 Preston Road., Dallas TX

    (972) 267-1244

  • Large Firm

    SMITH GROUP ASSET MANAGEMENT, LLC

    100 Crescent Court, Dallas TX

    (214) 880-4600

  • Large Firm

    SNOWCAP CAPITAL MANAGEMENT

    8117 Preston Road, Dallas TX

    (214) 739-2025

  • Large Firm

    SOCORRO ASSET MANAGEMENT

    3131 Turtle Creek Blvd, Dallas TX

    (214) 550-1851

  • Small Firm

    SPARROW ADVISORS, LLC

    100 Crescent Court, Dallas TX

    (800) 284-0727

  • Large Firm

    SPICEWOOD MINERAL MANAGEMENT, LLC

    4143 Maple Avenue, Dallas TX

    (214) 489-7090

  • Large Firm

    ST. JAMES INVESTMENT COMPANY, LLC

    3838 Oak Lawn Avenue, Dallas TX

    (214) 484-7250

  • Small Firm

    STONE HILL WEALTH MANAGEMENT, LLC

    2550 Pacific Avenue, Dallas TX

    (469) 608-1457

  • Large Firm

    STRATA WEALTH ADVISORS, LLC

    8750 N. Central Expressway, Dallas TX

    (214) 420-7020

  • Medium Firm

    STRATEGIC PORTFOLIO SOLUTIONS, LLC

    17304 Preston Road, Dallas TX

    (214) 446-4910

  • Small Firm

    STREET LIGHT WEALTH MANAGEMENT, LLC

    2001 Ross Avenue, Dallas TX

    (646) 512-0214

  • Large Firm

    STRONGHOLD RESOURCE PARTNERS

    3811 Turtle Creek Blvd., Dallas TX

    (972) 850-7474

  • Small Firm

    SUEING INVESTMENTS, LLC

    2626 Cole Avenue Suite 300, Dallas TX

    (214) 800-2340

  • Large Firm

    SUNTX CAPITAL MANAGEMENT CORP.

    Two Lincoln Centre, Dallas TX

    (972) 663-8900

  • Large Firm

    SYCAMORE TREE CAPITAL PARTNERS, L.P.

    2101 Cedar Springs Road, Dallas TX

    (214) 251-8250

  • Large Firm

    SYMMETRY CAPITAL ADVISORS LLC

    10000 N. Central Expressway, Dallas TX

    (214) 696-4444

  • Large Firm

    TAILWATER CAPITAL

    2021 Mckinney Ave, Dallas TX

    (214) 269-1183

  • Large Firm

    TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

    2000 Mckinney Avenue, Dallas TX

    (214) 210-3092

  • Medium Firm

    THE GARDNER GROUP

    5656 N. Central Expy, Dallas TX

    (214) 706-4369

  • Large Firm

    THREE BELL CAPITAL LLC

    1925 Cedar Springs Road, Dallas TX

    (650) 843-9836

  • Medium Firm

    TKC WEALTH MANAGEMENT LLC

    12900 Preston Road, Suite 700, Dallas TX

    (214) 389-2000

  • Large Firm

    TOLLESON PRIVATE WEALTH MANAGEMENT

    5500 Preston Road, Dallas TX

    (214) 252-3250

  • Large Firm

    TOMALES BAY CAPITAL

    5473 Blair Rd, Dallas TX

    (415) 723-0608

  • Large Firm

    TRANSWESTERN INVESTMENT MANAGEMENT, LLC

    8235 Douglas Avenue, Dallas TX

    (214) 572-9817

  • Large Firm

    TRIGATE MANAGEMENT LLC

    1717 Main Street, Dallas TX

    (214) 615-3355

  • Large Firm

    TRINITAS CAPITAL MANAGEMENT

    200 Crescent Court, Dallas TX

    (214) 420-2400

  • Large Firm

    TRINITY HUNT MANAGEMENT, L.P.

    2850 N. Harwood Street, Dallas TX

    (214) 777-6600

  • Large Firm

    TRIVE CAPITAL MANAGEMENT LLC

    2021 Mckinney Avenue, Dallas TX

    (214) 499-9715

  • Large Firm

    TRUE NORTH ADVISORS, LLC

    3131 Turtle Creek, Dallas TX

    (214) 360-7300

  • Large Firm

    TURNBRIDGE CAPITAL, LLC

    200 Crescent Court, Dallas TX

    (214) 624-5010

  • Large Firm

    TURTLE CREEK MANAGEMENT, LLC

    3838 Oak Lawn Ave, Dallas TX

    (214) 468-0100

  • Large Firm

    TURTLE CREEK WEALTH ADVISORS, LLC

    2828 N. Harwood Street, Dallas TX

    (214) 214-3110

  • Large Firm

    TXRE ADVISERS, LLC

    3000 Turtle Creek Blvd., Dallas TX

    (972) 201-2841

  • Medium Firm

    UPSPRING CAPITAL LLC

    4141 Office Parkway, Dallas TX

    (214) 720-0909

  • Large Firm

    UPTOWN CAPITAL ADVISORS

    2911 Turtle Creek Blvd, Dallas TX

    (214) 628-9508

  • Medium Firm

    VALENTINE INVESTMENTS, LLC

    5310 Harvest Hill Road, Dallas TX

    (214) 363-4865

  • Large Firm

    VAQUERO PRIVATE WEALTH, LTD.

    2021 Mckinney Avenue, Dallas TX

    (214) 269-7855

  • Large Firm

    VELOCIS MANAGEMENT, LLC

    300 Crescent Court, Dallas TX

    (214) 702-0220

  • Large Firm

    VENDERA MANAGEMENT HOLDINGS, LLC

    5949 Sherry Lane, Dallas TX

    (469) 248-3079

  • Large Firm

    VIEW CAPITAL RIA, LP

    2727 N. Harwood Street, Dallas TX

    (214) 855-2550

  • Large Firm

    VWH CAPITAL MANAGEMENT, LP

    500 Crescent Court, Dallas TX

    (212) 468-5584

  • Large Firm

    WALLACE CAPITAL MANAGEMENT, INC.

    100 Crescent Court, Dallas TX

    (214) 303-0200

  • Large Firm

    WEBS CREEK CAPITAL MANAGEMENT LP

    3131 Turtle Creek Blvd., Dallas TX

    (972) 850-0081

  • Large Firm

    WESTWOOD MANAGEMENT CORP

    200 Crescent Court, Dallas TX

    (214) 756-6900

  • Large Firm

    WESTWOOD WEALTH MANAGEMENT

    200 Crescent Court, Dallas TX

    (214) 756-6900

  • Large Firm

    WHITEROCK WEALTH MANAGEMENT CO.

    8350 North Central Expressway, Dallas TX

    (214) 691-4451

  • Large Firm

    WHITESTAR ASSET MANAGEMENT LLC

    200 Crescent Court, Dallas TX

    (214) 420-2400

  • Medium Firm

    WILLIAM ROANE SKEETERS, INC.

    13760 Noel Road, Suite 330, Dallas TX

    (972) 386-9944

  • Large Firm

    WISNIEWSKI WEALTH MANAGEMENT

    5005 Lyndon B Johnson Freeway, Dallas TX

    (972) 965-8261

  • Large FirmViolation Reported

    WL ROSS & CO. LLC

    2001 Ross Avenue, Dallas TX

    (972) 715-7400

  • Large Firm

    WOMACK FINANCIAL LLC

    14555 Dallas Parkway, Dallas TX

    (214) 843-0070

  • Small Firm

    WOOD WEALTH MANAGEMENT LLC

    10100 North Central Expressway, Dallas TX

    (214) 739-1105

  • Large Firm

    WORTH ASSET MANAGEMENT

    16660 Dallas Parkway, Dallas TX

    (469) 257-5074

  • Large Firm

    WPA FAMILY OFFICE, LLC

    12240 Inwood Road, Dallas TX

    (214) 945-0888

  • Large Firm

    XEBEC ASSET MANAGEMENT, LLC

    2100 Ross Avenue, Dallas TX

    (469) 687-3184

  • Large Firm

    XO WEALTH MANAGEMENT

    14850 Quorum Drive, Dallas TX

    (972) 335-8000