AdvisorRanked

Best Financial Advisors in DALLAS, Texas

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

293
Registered Firms
0.95%
Median Fee
of assets/year
$657M
Median AUM
293
Firms Listed
in our database

Top-Ranked Advisors in DALLAS

#1
100

CONCORDE INVESTMENT MANAGEMENT

DALLAS, TX · Since 1981

$376M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

BARROW HANLEY GLOBAL INVESTORS

DALLAS, TX · Since 1987

$59.0B AUM43 clientsFee: 0%
FiduciaryFee-Only
#3
100

EFS ASSET MANAGEMENT LLC

DALLAS, TX · Since 1990

$70M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
100

SMITH GROUP ASSET MANAGEMENT

DALLAS, TX · Since 1995

$182M AUM10 clientsFee: 0%
FiduciaryFee-Only
#5
100

PERRYMAN FINANCIAL ADVISORY, INC.

DALLAS, TX · Since 1994

$1.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#6
100

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

DALLAS, TX · Since 1997

$213M AUM2 clientsFee: 0%
FiduciaryFee-Only
#7
100

BROADMARK ASSET MANAGEMENT LLC

DALLAS, TX · Since 2000

$238M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
100

RTW FINANCIAL ADVISORS INC

DALLAS, TX · Since 1991

$581M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

WESTWOOD MANAGEMENT CORP

DALLAS, TX · Since 1983

$12.5B AUM68 clientsFee: 0%
FiduciaryFee-Only
#10
100

HILLTOP SECURITIES ASSET MANAGEMENT, LLC

DALLAS, TX · Since 1991

$37.7B AUM13 clientsFee: 0%
FiduciaryFee-Only
#11
100

LGT FINANCIAL ADVISORS LLC

DALLAS, TX · Since 2013

$456M AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
100

CAIN CAPITAL MANAGEMENT, LP

DALLAS, TX · Since 2002

$171M AUM4 clientsFee: 0%
FiduciaryFee-Only
#13
100

CAPITAL IDEAS

DALLAS, TX · Since 2006

$336M AUM5 clientsFee: 0%
FiduciaryFee-Only
#14
100

PARADIGM ADVISORS, LLC

DALLAS, TX · Since 2025

$136M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
100

CAPITAL ADVISORY GROUP, INC.

DALLAS, TX · Since 2005

$225M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
100

PRECEPT MANAGEMENT, LLC

DALLAS, TX · Since 2006

$5M AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
100

MILLER GLOBAL INVESTMENTS, L.L.C.

DALLAS, TX · Since 2018

$199M AUM2 clientsFee: 0%
FiduciaryFee-Only
#18
100

J.K. FINANCIAL, INC.

DALLAS, TX · Since 2019

$196M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
100

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

DALLAS, TX · Since 2014

$663M AUM7 clientsFee: 0%
FiduciaryFee-Only
#20
100

CARLSON CAPITAL, L.P.

DALLAS, TX · Since 2001

$429M AUM10 clientsFee: 0%
FiduciaryFee-Only
#21
100

ADAMS ASSET ADVISORS LLC

DALLAS, TX · Since 2003

$839M AUM1 clientsFee: 0%
FiduciaryFee-Only
#22
100

PROBITY ADVISORS, INC.

DALLAS, TX · Since 2002

$859M AUM7 clientsFee: 0%
FiduciaryFee-Only
#23
100

SYMMETRY CAPITAL ADVISORS LLC

DALLAS, TX · Since 2002

$493M AUM1 clientsFee: 0%
FiduciaryFee-Only
#24
100

SALIENT ADVISORS, L.P.

DALLAS, TX · Since 2002

$62M AUM68 clientsFee: 0%
FiduciaryFee-Only
#25
100

ACKERMAN CAPITAL MANAGEMENT

DALLAS, TX · Since 2002

$604M AUM3 clientsFee: 0%
FiduciaryFee-Only
#26
100

VIEW CAPITAL RIA, LP

DALLAS, TX · Since 2004

$1.8B AUM11 clientsFee: 0%
FiduciaryFee-Only
#27
100

PARATUS FINANCIAL, INC.

DALLAS, TX · Since 2005

$757M AUM7 clientsFee: 0%
FiduciaryFee-Only
#28
100

COMMERCE STREET INVESTMENT MANAGEMENT

DALLAS, TX · Since 2008

$891M AUM10 clientsFee: 0%
FiduciaryFee-Only
#29
100

BROOKMONT CAPITAL MANAGEMENT

DALLAS, TX · Since 2007

$910M AUM4 clientsFee: 0%
FiduciaryFee-Only
#30
100

RANGER ALTERNATIVE MANAGEMENT, L.P.

DALLAS, TX · Since 2008

$54M AUM2 clientsFee: 0%
FiduciaryFee-Only
#31
100

RETIREMENT ADVISORS, LLC

DALLAS, TX · Since 2008

$186M AUM3 clientsFee: 0%
FiduciaryFee-Only
#32
100

PINGORA PARTNERS LLC

DALLAS, TX · Since 2024

$199M AUM1 clientsFee: 0%
FiduciaryFee-Only
#33
100

GUIDESTONE ADVISORS

DALLAS, TX · Since 2009

$2.0B AUM24 clientsFee: 0%
FiduciaryFee-Only
#34
100

NEXPOINT ASSET MANAGEMENT, L.P.

DALLAS, TX · Since 2009

$2.8B AUM6 clientsFee: 0%
FiduciaryFee-Only
#35
100

GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC

DALLAS, TX · Since 2009

$363M AUM4 clientsFee: 0%
FiduciaryFee-Only
#36
100

LEAP WEALTH MANAGEMENT

DALLAS, TX · Since 2018

$306M AUM3 clientsFee: 0%
FiduciaryFee-Only
#37
100

PRINCIPIA WEALTH ADVISORY, LLC

DALLAS, TX · Since 2022

$225M AUM4 clientsFee: 0%
FiduciaryFee-Only
#38
100

CARSON MANAGEMENT COMPANY, LLC

DALLAS, TX · Since 2010

$469M AUM4 clientsFee: 0%
FiduciaryFee-Only
#39
100

SIXTH STREET SPECIALTY LENDING ADVISERS, LLC

DALLAS, TX · Since 2011

$3.4B AUM48 clientsFee: 0%
FiduciaryFee-Only
#40
100

STRATEGIC PORTFOLIO SOLUTIONS, LLC

DALLAS, TX · Since 2024

$136M AUM5 clientsFee: 0%
FiduciaryFee-Only
#41
100

PERMIAN

DALLAS, TX · Since 2011

$2.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#42
100

CROW HOLDINGS CAPITAL

DALLAS, TX · Since 2011

$14.4B AUM92 clientsFee: 0%
FiduciaryFee-Only
#43
100

TRINITY HUNT MANAGEMENT, L.P.

DALLAS, TX · Since 2012

$3.0B AUM43 clientsFee: 0%
FiduciaryFee-Only
#44
100

PROMUS ADVISORS

DALLAS, TX · Since 2015

$385M AUM4 clientsFee: 0%
FiduciaryFee-Only
#45
100

FORTUNE WEALTH MANAGEMENT, LLC

DALLAS, TX · Since 2011

$396M AUM3 clientsFee: 0%
FiduciaryFee-Only
#46
100

CIC PARTNERS MANAGEMENT LLC

DALLAS, TX · Since 2012

$438M AUM5 clientsFee: 0%
FiduciaryFee-Only
#47
100

TKC WEALTH MANAGEMENT LLC

DALLAS, TX · Since 2025

$139M AUM6 clientsFee: 0%
FiduciaryFee-Only
#48
100

TRANSWESTERN INVESTMENTS

DALLAS, TX · Since 2012

$3.7B AUM25 clientsFee: 0%
FiduciaryFee-Only
#49
100

TXRE ADVISERS, LLC

DALLAS, TX · Since 2012

$6.4B AUM32 clientsFee: 0%
FiduciaryFee-Only
#50
100

SUNTX CAPITAL MANAGEMENT CORP.

DALLAS, TX · Since 2012

$554M AUM9 clientsFee: 0%
FiduciaryFee-Only
#51
100

HEP PARTNERS LLC

DALLAS, TX · Since 2012

$258M AUM5 clientsFee: 0%
FiduciaryFee-Only
#52
100

SATORI CAPITAL, LLC

DALLAS, TX · Since 2012

$1.6B AUM17 clientsFee: 0%
FiduciaryFee-Only
#53
100

THE MILESTONE REAL ESTATE GROUP, LP

DALLAS, TX · Since 2012

$2.4B AUM13 clientsFee: 0%
FiduciaryFee-Only
#54
100

AUSTERRA WEALTH MANAGEMENT LLC

DALLAS, TX · Since 2022

$230M AUM1 clientsFee: 0%
FiduciaryFee-Only
#55
100

CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC

DALLAS, TX · Since 2026

$139M AUM2 clientsFee: 0%
FiduciaryFee-Only
#56
100

NEXPOINT ADVISORS, L.P.

DALLAS, TX · Since 2012

$131M AUM13 clientsFee: 0%
FiduciaryFee-Only
#57
100

ADVISOR RESOURCE COUNCIL

DALLAS, TX · Since 2012

$3.5B AUM70 clientsFee: 0%
FiduciaryFee-Only
#58
100

RENOVO CAPITAL, LLC

DALLAS, TX · Since 2015

$1.0B AUM14 clientsFee: 0%
FiduciaryFee-Only
#59
100

ISC ADVISORS, INC.

DALLAS, TX · Since 2013

$1.6B AUM25 clientsFee: 0%
FiduciaryFee-Only
#60
100

WORTH ASSET MANAGEMENT

DALLAS, TX · Since 2021

$288M AUM8 clientsFee: 0%
FiduciaryFee-Only
#61
100

BP CAPITAL ENERGY ADVISORS, LLC

DALLAS, TX · Since 2013

$537M AUM7 clientsFee: 0%
FiduciaryFee-Only
#62
100

APPLEWHITE & BUYS FINANCIAL ADVISORS

DALLAS, TX · Since 2025

$153M AUM2 clientsFee: 0%
FiduciaryFee-Only
#63
100

SEQUEL HOLDINGS, L.P.

DALLAS, TX · Since 2019

$563M AUM10 clientsFee: 0%
FiduciaryFee-Only
#64
100

HALCYON GLOBAL ADVISORS

DALLAS, TX · Since 2020

$221M AUM1 clientsFee: 0%
FiduciaryFee-Only
#65
100

GREY ROCK ENERGY MANAGEMENT, LLC

DALLAS, TX · Since 2017

$260M AUM15 clientsFee: 0%
FiduciaryFee-Only
#66
100

UPTOWN CAPITAL ADVISORS

DALLAS, TX · Since 2025

$154M AUM2 clientsFee: 0%
FiduciaryFee-Only
#67
100

INTEGRATED ADVISORS NETWORK LLC

DALLAS, TX · Since 2015

$5.5B AUM81 clientsFee: 0%
FiduciaryFee-Only
#68
100

SOUNDWATCH CAPITAL, LLC

DALLAS, TX · Since 2014

$1.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#69
100

WOMACK FINANCIAL LLC

DALLAS, TX · Since 2024

$165M AUM3 clientsFee: 0%
FiduciaryFee-Only
#70
100

VENDERA MANAGEMENT HOLDINGS, LLC

DALLAS, TX · Since 2016

$603M AUM10 clientsFee: 0%
FiduciaryFee-Only
#71
100

CENTEROAK ADVISER, L.P.

DALLAS, TX · Since 2015

$2.0B AUM20 clientsFee: 0%
FiduciaryFee-Only
#72
100

BBAM US LP

DALLAS, TX · Since 2023

$4.8B AUM14 clientsFee: 0%
FiduciaryFee-Only
#73
100

CLARE MARKET INVESTMENTS, LLC

DALLAS, TX · Since 2019

$635M AUM4 clientsFee: 0%
FiduciaryFee-Only
#74
100

ICP GROUP INVESTMENT MANAGER, LLC

DALLAS, TX · Since 2020

$216M AUM5 clientsFee: 0%
FiduciaryFee-Only
#75
100

SERVICE ACADEMY CAPITAL MANAGEMENT LLC

DALLAS, TX · Since 2018

$734M AUM5 clientsFee: 0%
FiduciaryFee-Only
#76
100

TRINITAS CAPITAL MANAGEMENT

DALLAS, TX · Since 2015

$19.6B AUM20 clientsFee: 0%
FiduciaryFee-Only
#77
100

CORONADO RESOURCES MANAGEMENT LP

DALLAS, TX · Since 2016

$221M AUM3 clientsFee: 0%
FiduciaryFee-Only
#78
100

LWO LLC

DALLAS, TX · Since 2023

$891M AUM15 clientsFee: 0%
FiduciaryFee-Only
#79
100

IMPACT SHARES

DALLAS, TX · Since 2018

$210M AUM1 clientsFee: 0%
FiduciaryFee-Only
#80
100

ROOSEVELT CAPITAL MANAGEMENT LLC

DALLAS, TX · Since 2023

$1.4B AUM2 clientsFee: 0%
FiduciaryFee-Only
#81
100

SABREPOINT CAPITAL MANAGEMENT

DALLAS, TX · Since 2019

$500M AUM4 clientsFee: 0%
FiduciaryFee-Only
#82
100

PATHWAY WEALTH MANAGEMENT, LLC

DALLAS, TX · Since 2026

$116M AUM1 clientsFee: 0%
FiduciaryFee-Only
#83
100

PRESCOTT ADVISORS, LLC

DALLAS, TX · Since 2017

$218M AUM21 clientsFee: 0%
FiduciaryFee-Only
#84
100

ECP INVESTMENT ADVISORS LLC

DALLAS, TX · Since 2016

$168M AUM11 clientsFee: 0%
FiduciaryFee-Only
#85
100

QMP MANAGEMENT, LLC

DALLAS, TX · Since 2020

$174M AUM3 clientsFee: 0%
FiduciaryFee-Only
#86
100

HC2 CAPITAL, LLC

DALLAS, TX · Since 2024

$252M AUM4 clientsFee: 0%
FiduciaryFee-Only
#87
100

HAVENCREST CAPITAL MANAGEMENT, LLC

DALLAS, TX · Since 2022

$451M AUM9 clientsFee: 0%
FiduciaryFee-Only
#88
100

SCALAR GAUGE MANAGEMENT, LLC

DALLAS, TX · Since 2022

$199M AUM2 clientsFee: 0%
FiduciaryFee-Only
#89
100

ROSEROCK WEALTH MANAGEMENT, LLC

DALLAS, TX · Since 2021

$275M AUM2 clientsFee: 0%
FiduciaryFee-Only
#90
100

VWH CAPITAL MANAGEMENT, LP

DALLAS, TX · Since 2017

$3.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#91
100

APEIRON

DALLAS, TX · Since 2017

$852M AUM11 clientsFee: 0%
FiduciaryFee-Only
#92
100

STRONGHOLD RESOURCE PARTNERS

DALLAS, TX · Since 2018

$247M AUM11 clientsFee: 0%
FiduciaryFee-Only
#93
100

JOHKIM CAPITAL PARTNERS MANAGEMENT LLC

DALLAS, TX · Since 2020

$277M AUM4 clientsFee: 0%
FiduciaryFee-Only
#94
100

CATALYST CAPITAL ADVISERS LLC

DALLAS, TX · Since 2018

$228M AUM2 clientsFee: 0%
FiduciaryFee-Only
#95
100

MEREWETHER INVESTMENT MANAGEMENT, LP

DALLAS, TX · Since 2021

$6.9B AUM18 clientsFee: 0%
FiduciaryFee-Only
#96
100

ALLRED HARRIS WEALTH MANAGEMENT.

DALLAS, TX · Since 2018

$493M AUM4 clientsFee: 0%
FiduciaryFee-Only
#97
100

ESP INVESTMENT ADVISORS LLC

DALLAS, TX · Since 2019

$1.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#98
100

DURATION ASSET MANAGEMENT, LLC

DALLAS, TX · Since 2018

$1.6B AUM2 clientsFee: 0%
FiduciaryFee-Only
#99
100

3B CAPITAL MANAGEMENT, LP

DALLAS, TX · Since 2021

$246M AUM3 clientsFee: 0%
FiduciaryFee-Only
#100
100

OPTIMUM QUANTVEST CORPORATION

DALLAS, TX · Since 2019

$695M AUM2 clientsFee: 0%
FiduciaryFee-Only
#101
100

NEXPOINT INSURANCE SOLUTIONS, L.P.

DALLAS, TX · Since 2019

$96M AUM4 clientsFee: 0%
FiduciaryFee-Only
#102
100

SOCORRO ASSET MANAGEMENT

DALLAS, TX · Since 2019

$498M AUM3 clientsFee: 0%
FiduciaryFee-Only
#103
100

AVIDITY PARTNERS MANAGEMENT LP

DALLAS, TX · Since 2020

$1.1B AUM7 clientsFee: 0%
FiduciaryFee-Only
#104
100

LEVEL FOUR CAPITAL MANAGEMENT

DALLAS, TX · Since 2019

$1.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#105
100

MEROS INVESTMENT MANAGEMENT, LP

DALLAS, TX · Since 2019

$255M AUM2 clientsFee: 0%
FiduciaryFee-Only
#106
100

ACRUENCE CAPITAL, LLC

DALLAS, TX · Since 2021

$113M AUM3 clientsFee: 0%
FiduciaryFee-Only
#107
100

NEXPOINT REAL ESTATE ADVISORS VII, L.P.

DALLAS, TX · Since 2019

$1.9B AUM2 clientsFee: 0%
FiduciaryFee-Only
#108
100

BURFORD BROTHERS, INC.

DALLAS, TX · Since 2019

$440M AUM3 clientsFee: 0%
FiduciaryFee-Only
#109
100

LP INVESTMENT MANAGEMENT, LLC

DALLAS, TX · Since 2020

$696M AUM1 clientsFee: 0%
FiduciaryFee-Only
#110
100

REVERE CAPITAL MANAGEMENT LP

DALLAS, TX · Since 2020

$139M AUM15 clientsFee: 0%
FiduciaryFee-Only
#111
100

TROVE INVESTMENT ADVISORS LLC

DALLAS, TX · Since 2021

$718K AUM1 clientsFee: 0%
FiduciaryFee-Only
#112
100

SILVER HILL ENERGY PARTNERS, LP

DALLAS, TX · Since 2020

$2.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#113
100

PMV CAPITAL ADVISERS, LLC

DALLAS, TX · Since 2022

$132M AUM3 clientsFee: 0%
FiduciaryFee-Only
#114
100

NEXANNUITY ASSET MANAGEMENT, L.P.

DALLAS, TX · Since 2021

$823M AUM4 clientsFee: 0%
FiduciaryFee-Only
#115
100

SPICEWOOD MINERAL MANAGEMENT, LLC

DALLAS, TX · Since 2023

$645M AUM8 clientsFee: 0%
FiduciaryFee-Only
#116
100

NFJ INVESTMENT GROUP, LLC

DALLAS, TX · Since 2020

$3.0B AUM8 clientsFee: 0%
FiduciaryFee-Only
#117
100

BALLAST ASSET MANAGEMENT

DALLAS, TX · Since 2020

$221M AUM3 clientsFee: 0%
FiduciaryFee-Only
#118
100

SYCAMORE TREE CAPITAL PARTNERS, L.P.

DALLAS, TX · Since 2022

$3.5B AUM15 clientsFee: 0%
FiduciaryFee-Only
#119
100

CONDIRE MANAGEMENT, LP

DALLAS, TX · Since 2020

$1.9B AUM7 clientsFee: 0%
FiduciaryFee-Only
#120
100

SAGEFIELD INVESTMENT GROUP LP

DALLAS, TX · Since 2022

$2.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#121
100

VELOCIS MANAGEMENT, LLC

DALLAS, TX · Since 2023

$346M AUM20 clientsFee: 0%
FiduciaryFee-Only
#122
100

BRAEMONT CAPITAL

DALLAS, TX · Since 2021

$913M AUM10 clientsFee: 0%
FiduciaryFee-Only
#123
100

WPA FAMILY OFFICE, LLC

DALLAS, TX · Since 2021

$175M AUM1 clientsFee: 0%
FiduciaryFee-Only
#124
100

NEXPOINT REAL ESTATE ADVISORS X, L.P.

DALLAS, TX · Since 2021

$1.1B AUM2 clientsFee: 0%
FiduciaryFee-Only
#125
100

SCHERER FINANCIAL ADVISORY SERVICES, LLC

DALLAS, TX · Since 2021

$158M AUM3 clientsFee: 0%
FiduciaryFee-Only
#126
100

NEXADVISORS, LLC

DALLAS, TX · Since 2021

$26M AUM2 clientsFee: 0%
FiduciaryFee-Only
#127
100

BH CREDIT MANAGEMENT LLC

DALLAS, TX · Since 2022

$1.4B AUM14 clientsFee: 0%
FiduciaryFee-Only
#128
100

GOODLANDER INVESTMENT MANAGEMENT, LLC

DALLAS, TX · Since 2025

$660M AUM5 clientsFee: 0%
FiduciaryFee-Only
#129
100

DI INVESTMENT MANAGEMENT LP

DALLAS, TX · Since 2022

$618M AUM45 clientsFee: 0%
FiduciaryFee-Only
#130
100

ASCENTIS ASSET MANAGEMENT, LLC

DALLAS, TX · Since 2022

$0 AUM6 clientsFee: 0%
FiduciaryFee-Only
#131
100

STONETREE INVESTMENT PARTNERS LLC

DALLAS, TX · Since 2025

$196M AUM6 clientsFee: 0%
FiduciaryFee-Only
#132
100

CIVITAS CAPITAL MANAGEMENT, LLC

DALLAS, TX · Since 2022

$579M AUM15 clientsFee: 0%
FiduciaryFee-Only
#133
100

SIXTH STREET LENDING PARTNERS ADVISERS, LLC

DALLAS, TX · Since 2022

$8.7B AUM48 clientsFee: 0%
FiduciaryFee-Only
#134
100

STRIVE ASSET MANAGEMENT

DALLAS, TX · Since 2022

$2.4B AUM3 clientsFee: 0%
FiduciaryFee-Only
#135
100

UNITY PARTNERS

DALLAS, TX · Since 2025

$367M AUM14 clientsFee: 0%
FiduciaryFee-Only
#136
100

ASCENTIS INDEPENDENT ADVISORS, LLC

DALLAS, TX · Since 2022

$2.1B AUM39 clientsFee: 0%
FiduciaryFee-Only
#137
100

S2 FUND MANAGER, LLC

DALLAS, TX · Since 2023

$465M AUM14 clientsFee: 0%
FiduciaryFee-Only
#138
100

SLOTNIK CAPITAL, LLC

DALLAS, TX · Since 2023

$416M AUM3 clientsFee: 0%
FiduciaryFee-Only
#139
100

ORCHID ADVISORY

DALLAS, TX · Since 2023

$296M AUM2 clientsFee: 0%
FiduciaryFee-Only
#140
100

HIGH RIVER RESOURCES MANAGEMENT LLC

DALLAS, TX · Since 2025

$233M AUM7 clientsFee: 0%
FiduciaryFee-Only
#141
100

DIGITAL WEALTH PARTNERS

DALLAS, TX · Since 2023

$555M AUM17 clientsFee: 0%
FiduciaryFee-Only
#142
100

SWIFT CREEK PARTNERS

DALLAS, TX · Since 2024

$1.7B AUM8 clientsFee: 0%
FiduciaryFee-Only
#143
100

SILVER LAKE CAPITAL PARTNERS

DALLAS, TX · Since 2024

$212M AUM1 clientsFee: 0%
FiduciaryFee-Only
#144
100

ASCENTIS WEALTH MANAGEMENT, LLC

DALLAS, TX · Since 2024

$596M AUM5 clientsFee: 0%
FiduciaryFee-Only
#145
100

WISDOM FIXED INCOME MANAGEMENT

DALLAS, TX · Since 2024

$451M AUM1 clientsFee: 0%
FiduciaryFee-Only
#146
100

LEON CAPITAL MANAGEMENT, LLC

DALLAS, TX · Since 2025

$245M AUM14 clientsFee: 0%
FiduciaryFee-Only
#147
100

FORTUNA FUNDS, LLC

DALLAS, TX · Since 2024

$915K AUM2 clientsFee: 0%
FiduciaryFee-Only
#148
100

FOUNDER ETFS LLC

DALLAS, TX · Since 2025

$3M AUM1 clientsFee: 0%
FiduciaryFee-Only
#149
100

MAPLE PARK CAPITAL

DALLAS, TX · Since 2025

$162M AUM5 clientsFee: 0%
FiduciaryFee-Only
#150
100

FIVANCIAL ADVISORS, INC.

DALLAS, TX · Since 2025

$925 AUM1 clientsFee: 0%
FiduciaryFee-Only
#151
100

QUOTIENT WEALTH ASSET MANAGEMENT, LLC

DALLAS, TX · Since 2025

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#152
100

PARADIGM GLOBAL INVESTORS

DALLAS, TX · Since 2025

$3.0B AUM3 clientsFee: 0%
FiduciaryFee-Only
#153
100

CAIRD INVESTMENTS

DALLAS, TX · Since 2025

$413M AUM5 clientsFee: 0%
FiduciaryFee-Only
#154
100

GUIDESTONE CAPITAL MANAGEMENT

DALLAS, TX · Since 2001

$36.2B AUM17 clientsFee: 0%
FiduciaryFee-Only
#155
100

CANYON CLO ADVISORS LP

DALLAS, TX · Since 2015

$11.9B AUM55 clientsFee: 0%
FiduciaryFee-Only
#156
100

LONE STAR INVESTMENT ADVISORS, LLC

DALLAS, TX · Since 2012

$120M AUM3 clientsFee: 0%
FiduciaryFee-Only
#157
97

BEACON FINANCIAL GROUP

DALLAS, TX · Since 2000

$1.3B AUM8 clientsFee: 0%
FiduciaryFee-Only
#158
97

BALEFIRE, LLC

DALLAS, TX · Since 2014

$2.0B AUM38 clientsFee: 0%
FiduciaryFee-Only
#159
97

CASTLEVIEW PARTNERS, LLC

DALLAS, TX · Since 2015

$417M AUM12 clientsFee: 0%
FiduciaryFee-Only
#160
95

WORTH FINANCIAL GROUP INC.

DALLAS, TX · Since 2026

$123M AUM5 clientsFee: 0%
Broker-Dealer
#161
95

MADDEN ASSET MANAGEMENT

DALLAS, TX · Since 2004

$794M AUM2 clientsFee: 0%
FiduciaryFee-Only
#162
95

LEE FINANCIAL COMPANY, LLC

DALLAS, TX · Since 1975

$1.7B AUM22 clientsFee: 0%
FiduciaryFee-Only
#163
95

OPTIMA ASSET MANAGEMENT INC

DALLAS, TX · Since 1996

$657M AUM2 clientsFee: 0%
FiduciaryFee-Only
#164
95

BEAIRD HARRIS

DALLAS, TX · Since 1996

$2.3B AUM13 clientsFee: 0%
FiduciaryFee-Only
#165
95

CANYON PARTNERS REAL ESTATE LLC

DALLAS, TX · Since 1998

$2.9B AUM80 clientsFee: 0%
FiduciaryFee-Only
#166
95

CANYON CAPITAL ADVISORS LLC

DALLAS, TX · Since 1998

$11.9B AUM80 clientsFee: 0%
FiduciaryFee-Only
#167
95

HOWARD FINANCIAL SERVICES, LTD.

DALLAS, TX · Since 1994

$1.4B AUM18 clientsFee: 0%
FiduciaryFee-Only
#168
95

MAVERICK CAPITAL LTD

DALLAS, TX · Since 1994

$15.8B AUM33 clientsFee: 0%
FiduciaryFee-Only
#169
95

ALM FIRST FINANCIAL ADVISORS LLC

DALLAS, TX · Since 2000

$76.2B AUM10 clientsFee: 0%
FiduciaryFee-Only
#170
95

SCHLINDWEIN ASSOCIATES LLC

DALLAS, TX · Since 2000

$167M AUM3 clientsFee: 0%
FiduciaryFee-Only
#171
95

MERIT ENERGY COMPANY

DALLAS, TX · Since 2000

$3.7B AUM22 clientsFee: 0%
FiduciaryFee-Only
#172
95

PENN DAVIS MCFARLAND INC

DALLAS, TX · Since 1977

$1.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#173
95

TOLLESON PRIVATE WEALTH MANAGEMENT

DALLAS, TX · Since 2000

$9.3B AUM73 clientsFee: 0%
FiduciaryFee-Only
#174
95

CERTIFIED FINANCIAL STRATEGIES CORPORATION

DALLAS, TX · Since 2025

$133M AUM2 clientsFee: 0%
FiduciaryFee-Only
#175
95

WHITE ROCK CAPITAL

DALLAS, TX · Since 2021

$217M AUM2 clientsFee: 0%
FiduciaryFee-Only
#176
95

HBK CAPITAL MANAGEMENT

DALLAS, TX · Since 2009

$35.6B AUM61 clientsFee: 0%
FiduciaryFee-Only
#177
95

TRUE NORTH ADVISORS, LLC

DALLAS, TX · Since 2006

$5.4B AUM31 clientsFee: 0%
FiduciaryFee-Only
#178
95

ROBERTSON OPPORTUNITY CAPITAL, LLC

DALLAS, TX · Since 2006

$359M AUM5 clientsFee: 0%
FiduciaryFee-Only
#179
95

WALLACE CAPITAL MANAGEMENT, INC.

DALLAS, TX · Since 2009

$1.5B AUM6 clientsFee: 0%
FiduciaryFee-Only
#180
95

DANIELS & ERICKSON FINANCIAL ADVISORS, LLC

DALLAS, TX · Since 2007

$214M AUM3 clientsFee: 0%
FiduciaryFee-Only
#181
95

RANGER INVESTMENT MANAGEMENT,L.P.

DALLAS, TX · Since 2003

$1.5B AUM9 clientsFee: 0%
FiduciaryFee-Only
#182
95

ANSON FUNDS MANAGEMENT LP

DALLAS, TX · Since 2012

$3.0B AUM1 clientsFee: 0%
FiduciaryFee-Only
#183
95

RR ADVISORS, LLC

DALLAS, TX · Since 2012

$497M AUM2 clientsFee: 0%
FiduciaryFee-Only
#184
95

BRAESIDE INVESTMENTS, LLC

DALLAS, TX · Since 2011

$139M AUM3 clientsFee: 0%
FiduciaryFee-Only
#185
95

CPMG, INC.

DALLAS, TX · Since 2005

$856M AUM2 clientsFee: 0%
FiduciaryFee-Only
#186
95

NXG INVESTMENT MANAGEMENT

DALLAS, TX · Since 2004

$1.8B AUM5 clientsFee: 0%
FiduciaryFee-Only
#187
95

LEVEL FOUR ADVISORY SERVICES

DALLAS, TX · Since 2006

$6.5B AUM119 clientsFee: 0%
FiduciaryFee-Only
#188
95

L & B REALTY ADVISORS, LLP

DALLAS, TX · Since 2005

$219K AUM55 clientsFee: 0%
FiduciaryFee-Only
#189
95

ANNANDALE CAPITAL, LLC

DALLAS, TX · Since 2005

$1.6B AUM3 clientsFee: 0%
FiduciaryFee-Only
#190
95

TURTLE CREEK TRUST

DALLAS, TX · Since 2006

$4.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#191
95

CUMBERLAND HILL CAPITAL MANAGEMENT LLC

DALLAS, TX · Since 2006

$18M AUM2 clientsFee: 0%
FiduciaryFee-Only
#192
95

CYPRESS POINT WEALTH MANAGEMENT, LLC

DALLAS, TX · Since 2007

$1.5B AUM4 clientsFee: 0%
FiduciaryFee-Only
#193
95

NOKOMIS CAPITAL, L.L.C.

DALLAS, TX · Since 2012

$804M AUM3 clientsFee: 0%
FiduciaryFee-Only
#194
95

AWH CAPITAL, L.P.

DALLAS, TX · Since 2017

$148M AUM2 clientsFee: 0%
FiduciaryFee-Only
#195
95

SNOWCAP CAPITAL MANAGEMENT

DALLAS, TX · Since 2008

$239M AUM2 clientsFee: 0%
FiduciaryFee-Only
#196
95

PROSIGHT CAPITAL

DALLAS, TX · Since 2016

$1.0B AUM5 clientsFee: 0%
FiduciaryFee-Only
#197
95

TWIN TREE MANAGEMENT, LP

DALLAS, TX · Since 2012

$1.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#198
95

WISNIEWSKI WEALTH MANAGEMENT

DALLAS, TX · Since 2021

$266M AUM2 clientsFee: 0%
FiduciaryFee-Only
#199
95

MCGOWAN GROUP ASSET MANAGEMENT, INC.

DALLAS, TX · Since 2010

$1.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#200
95

GSV ASSET MANAGEMENT, LLC

DALLAS, TX · Since 2010

$143M AUM2 clientsFee: 0%
FiduciaryFee-Only
#201
95

PALOGIC VALUE MANAGEMENT, L.P.

DALLAS, TX · Since 2021

$325M AUM4 clientsFee: 0%
FiduciaryFee-Only
#202
95

HUDSON ADVISORS

DALLAS, TX · Since 2011

$36.4B AUM112 clientsFee: 0%
FiduciaryFee-Only
#203
95

RWR INVESTMENTS LLC

DALLAS, TX · Since 2026

$171M AUM1 clientsFee: 0%
FiduciaryFee-Only
#204
95

TRIGATE MANAGEMENT LLC

DALLAS, TX · Since 2012

$1.3B AUM13 clientsFee: 0%
FiduciaryFee-Only
#205
95

REGAN CAPITAL

DALLAS, TX · Since 2014

$3.6B AUM5 clientsFee: 0%
FiduciaryFee-Only
#206
95

THREE BELL CAPITAL LLC

DALLAS, TX · Since 2014

$5.1B AUM14 clientsFee: 0%
FiduciaryFee-Only
#207
95

LONE STAR FUNDS

DALLAS, TX · Since 2012

$35.7B AUM17 clientsFee: 0%
FiduciaryFee-Only
#208
95

NGP

DALLAS, TX · Since 2012

$10.9B AUM31 clientsFee: 0%
FiduciaryFee-Only
#209
95

GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC

DALLAS, TX · Since 2012

$1.5B AUM2 clientsFee: 0%
FiduciaryFee-Only
#210
95

NEWSTONE CAPITAL PARTNERS, LLC

DALLAS, TX · Since 2012

$544M AUM5 clientsFee: 0%
FiduciaryFee-Only
#211
95

SADDOCK WEALTH, LLC

DALLAS, TX · Since 2013

$94M AUM2 clientsFee: 0%
FiduciaryFee-Only
#212
95

SCOUT ENERGY MANAGEMENT LLC

DALLAS, TX · Since 2013

$1.9B AUM33 clientsFee: 0%
FiduciaryFee-Only
#213
95

DISRUPTIVE TECHNOLOGY ADVISERS LLC

DALLAS, TX · Since 2019

$3.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#214
95

MURPHY & SYLVEST

DALLAS, TX · Since 2018

$426M AUM7 clientsFee: 0%
FiduciaryFee-Only
#215
95

KAINOS (TX) CAPITAL LP

DALLAS, TX · Since 2012

$1.8B AUM25 clientsFee: 0%
FiduciaryFee-Only
#216
95

THACKERAY PARTNERS

DALLAS, TX · Since 2013

$443M AUM11 clientsFee: 0%
FiduciaryFee-Only
#217
95

TRIVE CAPITAL MANAGEMENT LLC

DALLAS, TX · Since 2014

$8.0B AUM46 clientsFee: 0%
FiduciaryFee-Only
#218
95

TAILWATER CAPITAL

DALLAS, TX · Since 2013

$4.0B AUM27 clientsFee: 0%
FiduciaryFee-Only
#219
95

RIVER CANYON FUND MANAGEMENT LLC

DALLAS, TX · Since 2013

$2.1B AUM55 clientsFee: 0%
FiduciaryFee-Only
#220
95

PETROCAP, LLC

DALLAS, TX · Since 2014

$949M AUM6 clientsFee: 0%
FiduciaryFee-Only
#221
95

FLUENT FINANCIAL, LLC

DALLAS, TX · Since 2014

$330M AUM6 clientsFee: 0%
FiduciaryFee-Only
#222
95

HUDSON WAY CAPITAL MANAGEMENT, LLC

DALLAS, TX · Since 2016

$1.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#223
95

AETHON ENERGY MANAGEMENT

DALLAS, TX · Since 2014

$700M AUM14 clientsFee: 0%
FiduciaryFee-Only
#224
95

LEAR INVESTMENT MANAGEMENT

DALLAS, TX · Since 2017

$1.2B AUM4 clientsFee: 0%
FiduciaryFee-Only
#225
95

LAKE PACIFIC PARTNERS

DALLAS, TX · Since 2022

$213M AUM2 clientsFee: 0%
FiduciaryFee-Only
#226
95

EDGE NATURAL RESOURCES LLC

DALLAS, TX · Since 2015

$1.0B AUM7 clientsFee: 0%
FiduciaryFee-Only
#227
95

BIRNAM WOOD CAPITAL, LLC

DALLAS, TX · Since 2020

$106M AUM1 clientsFee: 0%
FiduciaryFee-Only
#228
95

PENDER CAPITAL MANAGEMENT, LLC

DALLAS, TX · Since 2018

$661M AUM13 clientsFee: 0%
FiduciaryFee-Only
#229
95

LATTICEWORK CAPITAL MANAGEMENT LLC

DALLAS, TX · Since 2021

$705M AUM10 clientsFee: 0%
FiduciaryFee-Only
#230
95

IKARIAN CAPITAL

DALLAS, TX · Since 2020

$698M AUM3 clientsFee: 0%
FiduciaryFee-Only
#231
95

REQUISITE CAPITAL MANAGEMENT LLC

DALLAS, TX · Since 2017

$2.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#232
95

BLUESCAPE ENERGY PARTNERS LLC

DALLAS, TX · Since 2016

$890M AUM5 clientsFee: 0%
FiduciaryFee-Only
#233
95

TILLRIDGE GLOBAL AGRIBUSINESS PARTNERS

DALLAS, TX · Since 2016

$270M AUM3 clientsFee: 0%
FiduciaryFee-Only
#234
95

STRATA WEALTH ADVISORS, LLC

DALLAS, TX · Since 2017

$886M AUM9 clientsFee: 0%
FiduciaryFee-Only
#235
95

CRESTA FUND MANAGEMENT LLC

DALLAS, TX · Since 2019

$2.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#236
95

AUTUMN GLORY PARTNERS, LLC

DALLAS, TX · Since 2017

$748M AUM1 clientsFee: 0%
FiduciaryFee-Only
#237
95

RIATA CAPITAL GROUP, LLC

DALLAS, TX · Since 2020

$901M AUM15 clientsFee: 0%
FiduciaryFee-Only
#238
95

RCP ADVISORS 2, LLC

DALLAS, TX · Since 2017

$18.2B AUM13 clientsFee: 0%
FiduciaryFee-Only
#239
95

SOLE SOURCE CAPITAL LLC

DALLAS, TX · Since 2019

$2.0B AUM18 clientsFee: 0%
FiduciaryFee-Only
#240
95

BASA ADVISORS

DALLAS, TX · Since 2018

$96M AUM5 clientsFee: 0%
FiduciaryFee-Only
#241
95

AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC

DALLAS, TX · Since 2018

$537M AUM26 clientsFee: 0%
FiduciaryFee-Only
#242
95

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

DALLAS, TX · Since 2018

$4.2B AUM39 clientsFee: 0%
FiduciaryFee-Only
#243
95

PROEM ADVISORS LLC

DALLAS, TX · Since 2025

$474M AUM4 clientsFee: 0%
FiduciaryFee-Only
#244
95

CROSSPLANE CAPITAL MANAGEMENT, LP

DALLAS, TX · Since 2021

$736M AUM13 clientsFee: 0%
FiduciaryFee-Only
#245
95

DELOS CAPITAL ADVISORS

DALLAS, TX · Since 2020

$186M AUM6 clientsFee: 0%
FiduciaryFee-Only
#246
95

WEBS CREEK CAPITAL MANAGEMENT LP

DALLAS, TX · Since 2022

$1.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#247
95

LEXINGTON HILL PARTNERS, LLC

DALLAS, TX · Since 2025

$278M AUM6 clientsFee: 0%
FiduciaryFee-Only
#248
95

REB CAPITAL MANAGEMENT, LLC

DALLAS, TX · Since 2024

$224M AUM2 clientsFee: 0%
FiduciaryFee-Only
#249
95

SKY ISLAND CAPITAL

DALLAS, TX · Since 2019

$533M AUM12 clientsFee: 0%
FiduciaryFee-Only
#250
95

VAQUERO PRIVATE WEALTH, LTD.

DALLAS, TX · Since 2019

$929M AUM6 clientsFee: 0%
FiduciaryFee-Only
#251
95

BWCP, LP

DALLAS, TX · Since 2021

$1.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#252
95

XEBEC ASSET MANAGEMENT, LLC

DALLAS, TX · Since 2020

$484M AUM18 clientsFee: 0%
FiduciaryFee-Only
#253
95

LEGACY KNIGHT MFO, LLC

DALLAS, TX · Since 2021

$2.8B AUM15 clientsFee: 0%
FiduciaryFee-Only
#254
95

SUMMIT HOUSE CAPITAL MANAGEMENT, LLC

DALLAS, TX · Since 2020

$519M AUM6 clientsFee: 0%
FiduciaryFee-Only
#255
95

ARCTOS PARTNERS

DALLAS, TX · Since 2020

$18.2B AUM70 clientsFee: 0%
FiduciaryFee-Only
#256
95

PACELINE EQUITY PARTNERS, LLC

DALLAS, TX · Since 2021

$2.4B AUM37 clientsFee: 0%
FiduciaryFee-Only
#257
95

HARTMANN TAYLOR WEALTH MANAGEMENT, LLC

DALLAS, TX · Since 2020

$255M AUM1 clientsFee: 0%
FiduciaryFee-Only
#258
95

MCR FUND MANAGEMENT LLC

DALLAS, TX · Since 2023

$4.6B AUM35 clientsFee: 0%
FiduciaryFee-Only
#259
95

SKYLARK PRIVATE EQUITY PARTNERS, LP

DALLAS, TX · Since 2023

$211M AUM7 clientsFee: 0%
FiduciaryFee-Only
#260
95

GREY ROCK MANAGEMENT PARTNERS IV, LLC

DALLAS, TX · Since 2022

$857M AUM15 clientsFee: 0%
FiduciaryFee-Only
#261
95

MERIDIEM CAPITAL PARTNERS LP

DALLAS, TX · Since 2024

$2.2B AUM10 clientsFee: 0%
FiduciaryFee-Only
#262
95

RESILIENT CAPITAL MANAGEMENT, LLC

DALLAS, TX · Since 2023

$326M AUM3 clientsFee: 0%
FiduciaryFee-Only
#263
95

BFI WEALTH SOLUTIONS, LLC

DALLAS, TX · Since 2024

$145M AUM1 clientsFee: 0%
FiduciaryFee-Only
#264
95

EQ WEALTH ADVISORS

DALLAS, TX · Since 2022

$617M AUM4 clientsFee: 0%
FiduciaryFee-Only
#265
95

TURTLE CREEK WEALTH ADVISORS, LLC

DALLAS, TX · Since 2023

$2.8B AUM20 clientsFee: 0%
FiduciaryFee-Only
#266
95

MACK & CO. PARTNERS, LP

DALLAS, TX · Since 2025

$549M AUM2 clientsFee: 0%
FiduciaryFee-Only
#267
95

9823 CAPITAL, LP

DALLAS, TX · Since 2023

$677M AUM4 clientsFee: 0%
FiduciaryFee-Only
#268
95

FIFTH FORCE MANAGEMENT

DALLAS, TX · Since 2023

$407M AUM3 clientsFee: 0%
FiduciaryFee-Only
#269
95

FIFTH PARTNERS MANAGEMENT, LLC

DALLAS, TX · Since 2023

$392M AUM7 clientsFee: 0%
FiduciaryFee-Only
#270
95

CITATION

DALLAS, TX · Since 2025

$1.4B AUM12 clientsFee: 0%
FiduciaryFee-Only
#271
95

BROADWING CAPITAL MANAGEMENT LLC

DALLAS, TX · Since 2025

$513M AUM10 clientsFee: 0%
FiduciaryFee-Only
#272
95

FIRESIDE CAPITAL ADVISORS

DALLAS, TX · Since 2024

$237M AUM3 clientsFee: 0%
FiduciaryFee-Only
#273
95

D2 ASSET MANAGEMENT

DALLAS, TX · Since 2024

$1.8B AUM9 clientsFee: 0%
FiduciaryFee-Only
#274
95

BLUEHEEL LLC

DALLAS, TX · Since 2024

$192M AUM2 clientsFee: 0%
FiduciaryFee-Only
#275
95

SOUTHPAW CP MANAGER LP

DALLAS, TX · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#276
95

8 KNOTS MANAGEMENT, LLC

DALLAS, TX · Since 2021

$2.0B AUM1 clientsFee: 0%
FiduciaryFee-Only
#277
95

GUIDESTONE INVESTMENT SERVICES

DALLAS, TX · Since 2025

$3.9B AUM11 clientsFee: 0%
FiduciaryFee-Only
#278
95

RIDGEPOST CAPITAL ADVISORS, LLC

DALLAS, TX · Since 2022

$288M AUM1 clientsFee: 0%
FiduciaryFee-Only
#279
95

BANNER OAK CAPITAL PARTNERS, LP

DALLAS, TX · Since 2016

$4.5B AUM6 clientsFee: 0%
FiduciaryFee-Only
#280
92

HODGES CAPITAL MANAGEMENT INC

DALLAS, TX · Since 1990

$1.2B AUM10 clientsFee: 0%
FiduciaryFee-Only1 complaint
#281
92

WESTWOOD WEALTH MANAGEMENT

DALLAS, TX · Since 2004

$750M AUM14 clientsFee: 0%
FiduciaryFee-Only
#282
92

COPPELL ADVISORY SOLUTIONS LLC

DALLAS, TX · Since 2011

$1.1B AUM77 clientsFee: 0%
FiduciaryFee-Only1 complaint
#283
92

SIXTH STREET ADVISERS, LLC

DALLAS, TX · Since 2011

$101.6B AUM338 clientsFee: 0%
FiduciaryFee-Only1 complaint
#284
90

SMITH GROUP ASSET MANAGEMENT, LLC

DALLAS, TX · Since 2021

$2.2B AUM12 clientsFee: 0%
FiduciaryFee-Only
#285
87

MIAI, INC.

DALLAS, TX · Since 2002

$213M AUM4 clientsFee: 0%
FiduciaryFee-Only
#286
85

QUOTIENT WEALTH PARTNERS, LLC

DALLAS, TX · Since 2023

$4.6B AUM29 clientsFee: 0%
FiduciaryFee-Only
#287
85

NB ALTERNATIVES ADVISERS LLC

DALLAS, TX · Since 2009

$160.2B AUM224 clientsFee: 0%
FiduciaryFee-Only
#288
84

INNOVAYTE CAPITAL

DALLAS, TX · Since 2025

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only2 complaints
#289
80

WL ROSS & CO. LLC

DALLAS, TX · Since 2007

$225M AUM1 clientsFee: 0%
FiduciaryFee-Only
#290
65

FIRST DALLAS SECURITIES, INC.

DALLAS, TX · Since 2006

$336M AUM9 clientsFee: 0%
Broker-Dealer4 complaints
#291
50

HILLTOP SECURITIES INC.

DALLAS, TX · Since 1998

$2.5B AUM92 clientsFee: 0%
Broker-Dealer60 complaints
#292
45

PROSPERA FINANCIAL SERVICES, INC.

DALLAS, TX · Since 2006

$12.4B AUM207 clientsFee: 0%
Broker-Dealer5 complaints
#293
45

MOMENTUM INDEPENDENT NETWORK INC.

DALLAS, TX · Since 2002

$1.6B AUM97 clientsFee: 0%
Broker-Dealer56 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in DALLAS?

The median advisory fee in DALLAS, TX is 0.95% of assets under management per year, based on Form ADV filings from 293 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.