AdvisorRanked

Best Financial Advisors in FORT WORTH, Texas

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

47
Registered Firms
0.95%
Median Fee
of assets/year
$430M
Median AUM
47
Firms Listed
in our database

Top-Ranked Advisors in FORT WORTH

#1
100

DIESSLIN GROUP, INC.

FORT WORTH, TX · Since 1988

$696M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100

RHODES INVESTMENT ADVISORS, INC.

FORT WORTH, TX · Since 2019

$376M AUM9 clientsFee: 0%
FiduciaryFee-Only
#3
100

LUMMIS ASSET MANAGEMENT, L.P.

FORT WORTH, TX · Since 2021

$210M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
100

TRINITY INVESTMENT MANAGEMENT, LLC

FORT WORTH, TX · Since 2007

$126M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
100

STOREHOUSE FINANCIAL LLC

FORT WORTH, TX · Since 2021

$240M AUM6 clientsFee: 0%
FiduciaryFee-Only
#6
100

WPWEALTH LLP

FORT WORTH, TX · Since 2008

$1.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#7
100

CRESCENT REAL ESTATE LLC

FORT WORTH, TX · Since 2012

$5.1B AUM34 clientsFee: 0%
FiduciaryFee-Only
#8
100

PUREWATER CAPITAL, LLC

FORT WORTH, TX · Since 2025

$149M AUM4 clientsFee: 0%
FiduciaryFee-Only
#9
100

SWMG, LLC

FORT WORTH, TX · Since 2019

$430M AUM5 clientsFee: 0%
FiduciaryFee-Only
#10
100

RIVERCREST CAPITAL MANAGEMENT LLC

FORT WORTH, TX · Since 2019

$286M AUM11 clientsFee: 0%
FiduciaryFee-Only
#11
100

STYRE WEALTH

FORT WORTH, TX · Since 2017

$251M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
100

ALTA FOX CAPITAL MANAGEMENT, LLC

FORT WORTH, TX · Since 2021

$821M AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
100

SHELTON WEALTH MANAGEMENT, LLC

FORT WORTH, TX · Since 2021

$364M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
100

NOLET WEALTH MANAGEMENT, LLC

FORT WORTH, TX · Since 2024

$273M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
100

LONGHORN CAPITAL PARTNERS, L.P.

FORT WORTH, TX · Since 2025

$64M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
100

SUMMITTX CAPITAL, L.P.

FORT WORTH, TX · Since 2025

$10.1B AUM43 clientsFee: 0%
FiduciaryFee-Only
#17
100

MOFFATT FINANCIAL STRATEGIES

FORT WORTH, TX · Since 2026

$117M AUM4 clientsFee: 0%
FiduciaryFee-Only
#18
100

ASPENRIDGE WEALTH ADVISORS

FORT WORTH, TX · Since 2025

$335M AUM4 clientsFee: 0%
FiduciaryFee-Only
#19
100

THIRTEEN TWENTY-TWO ADVISORS

FORT WORTH, TX · Since 2026

$163M AUM6 clientsFee: 0%
FiduciaryFee-Only
#20
97

SMH CAPITAL ADVISORS LLC

FORT WORTH, TX · Since 1997

$503M AUM2 clientsFee: 0%
FiduciaryFee-Only
#21
95

ROGERS WEALTH GROUP, INC.

FORT WORTH, TX · Since 1996

$1.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#22
95

LUTHER KING CAPITAL MANAGEMENT CORPORATION

FORT WORTH, TX · Since 1979

$30.1B AUM72 clientsFee: 0%
FiduciaryFee-Only
#23
95

OVERRIDGE WEALTH ADVISORS

FORT WORTH, TX · Since 2003

$368M AUM9 clientsFee: 0%
FiduciaryFee-Only
#24
95

DEAN, JACOBSON FINANCIAL SERVICES

FORT WORTH, TX · Since 2012

$519M AUM7 clientsFee: 0%
FiduciaryFee-Only
#25
95

HOLT CAPITAL PARTNERS, L.P.

FORT WORTH, TX · Since 2013

$1.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#26
95

THE CAPITAL CHART ROOM, LTD

FORT WORTH, TX · Since 2001

$401M AUM4 clientsFee: 0%
FiduciaryFee-Only
#27
95

CRESTLINE MANAGEMENT, L.P.

FORT WORTH, TX · Since 2002

$22.5B AUM113 clientsFee: 0%
FiduciaryFee-Only
#28
95

JASPER RIDGE PARTNERS, L.P.

FORT WORTH, TX · Since 2009

$43.0B AUM36 clientsFee: 0%
FiduciaryFee-Only
#29
95

TAILWIND ADVISORS

FORT WORTH, TX · Since 2009

$1.7B AUM5 clientsFee: 0%
FiduciaryFee-Only
#30
95

ASPEN WEALTH MANAGEMENT, LLC

FORT WORTH, TX · Since 2018

$658M AUM6 clientsFee: 0%
FiduciaryFee-Only
#31
95

TPG GLOBAL ADVISORS, LLC

FORT WORTH, TX · Since 2012

$173.6B AUM675 clientsFee: 0%
FiduciaryFee-Only
#32
95

TPG CAPITAL ADVISORS, LLC

FORT WORTH, TX · Since 2012

$140.6B AUM410 clientsFee: 0%
FiduciaryFee-Only
#33
95

VORTUS INVESTMENT ADVISORS, LLC

FORT WORTH, TX · Since 2015

$412M AUM5 clientsFee: 0%
FiduciaryFee-Only
#34
95

POINT BRIDGE CAPITAL, LLC

FORT WORTH, TX · Since 2013

$420M AUM1 clientsFee: 0%
FiduciaryFee-Only
#35
95

TPG REAL ESTATE ADVISORS, LLC

FORT WORTH, TX · Since 2014

$17.0B AUM48 clientsFee: 0%
FiduciaryFee-Only
#36
95

STEELHEAD CAPITAL MANAGEMENT, LLC

FORT WORTH, TX · Since 2019

$203M AUM4 clientsFee: 0%
FiduciaryFee-Only
#37
95

TPG RE FINANCE TRUST MANAGEMENT, L.P.

FORT WORTH, TX · Since 2017

$4.4B AUM19 clientsFee: 0%
FiduciaryFee-Only
#38
95

BASIN OIL AND GAS MANAGEMENT, LP

FORT WORTH, TX · Since 2020

$493M AUM8 clientsFee: 0%
FiduciaryFee-Only
#39
95

HIGHPEAK ENERGY MANAGEMENT, LLC

FORT WORTH, TX · Since 2019

$392M AUM3 clientsFee: 0%
FiduciaryFee-Only
#40
95

BIOS CAPITAL MANAGEMENT, LP

FORT WORTH, TX · Since 2019

$251M AUM6 clientsFee: 0%
FiduciaryFee-Only
#41
95

TPG SOLUTIONS ADVISORS

FORT WORTH, TX · Since 2021

$11.6B AUM46 clientsFee: 0%
FiduciaryFee-Only
#42
95

DOUBLE EAGLE FAMILY OFFICES, LLC

FORT WORTH, TX · Since 2021

$1.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#43
95

MICHELS FAMILY FINANCIAL, LLC

FORT WORTH, TX · Since 2022

$348M AUM2 clientsFee: 0%
FiduciaryFee-Only
#44
95

M2G VENTURES LLC

FORT WORTH, TX · Since 2025

$284M AUM15 clientsFee: 0%
FiduciaryFee-Only
#45
95

BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · Since 2024

$184M AUM2 clientsFee: 0%
FiduciaryFee-Only
#46
82

SIGNAL SECURITIES, INC.

FORT WORTH, TX · Since 2004

$679M AUM23 clientsFee: 0%
Broker-Dealer1 complaint
#47
72

FIRST COMMAND ADVISORY SERVICES

FORT WORTH, TX · Since 2005

$24.4B AUM1155 clientsFee: 0%
FiduciaryFee-Only1 complaint

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 FORT WORTH?

The median advisory fee in FORT WORTH, TX is 0.95% of assets under management per year, based on Form ADV filings from 47 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.