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

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Top Rated Established Verified47 firms shown

Top-Ranked Advisors in FORT WORTH

Page 1 of 2 · 47 firms

#1
92

CRESCENT REAL ESTATE LLC

FORT WORTH, TX · Since 2012

$5.1B AUM34 clientsFee: 0%
FiduciaryFee-Only
#2
90

WPWEALTH LLP

FORT WORTH, TX · Since 2008

$1.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#3
89

DIESSLIN GROUP, INC.

FORT WORTH, TX · Since 1988

$696M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
88

SUMMITTX CAPITAL, L.P.

FORT WORTH, TX · Since 2025

$10.1B AUM43 clientsFee: 0%
FiduciaryFee-Only
#5
87

TRINITY INVESTMENT MANAGEMENT, LLC

FORT WORTH, TX · Since 2007

$126M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
86

SWMG, LLC

FORT WORTH, TX · Since 2019

$430M AUM5 clientsFee: 0%
FiduciaryFee-Only
#7
86

STYRE WEALTH

FORT WORTH, TX · Since 2017

$251M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
85

LUMMIS ASSET MANAGEMENT, L.P.

FORT WORTH, TX · Since 2021

$210M AUM1 clientsFee: 0%
FiduciaryFee-Only
#9
85

STOREHOUSE FINANCIAL LLC

FORT WORTH, TX · Since 2021

$240M AUM6 clientsFee: 0%
FiduciaryFee-Only
#10
85

TPG GLOBAL ADVISORS, LLC

FORT WORTH, TX · Since 2012

$173.6B AUM675 clientsFee: 0%
FiduciaryFee-Only
#11
85

RIVERCREST CAPITAL MANAGEMENT LLC

FORT WORTH, TX · Since 2019

$286M AUM11 clientsFee: 0%
FiduciaryFee-Only
#12
85

ALTA FOX CAPITAL MANAGEMENT, LLC

FORT WORTH, TX · Since 2021

$821M AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
85

SHELTON WEALTH MANAGEMENT, LLC

FORT WORTH, TX · Since 2021

$364M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
84

RHODES INVESTMENT ADVISORS, INC.

FORT WORTH, TX · Since 2019

$376M AUM9 clientsFee: 0%
FiduciaryFee-Only
#15
84

TPG CAPITAL ADVISORS, LLC

FORT WORTH, TX · Since 2012

$140.6B AUM410 clientsFee: 0%
FiduciaryFee-Only
#16
83

LUTHER KING CAPITAL MANAGEMENT CORPORATION

FORT WORTH, TX · Since 1979

$30.1B AUM72 clientsFee: 0%
FiduciaryFee-Only
#17
83

NOLET WEALTH MANAGEMENT, LLC

FORT WORTH, TX · Since 2024

$273M AUM3 clientsFee: 0%
FiduciaryFee-Only
#18
83

LONGHORN CAPITAL PARTNERS, L.P.

FORT WORTH, TX · Since 2025

$64M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
82

CRESTLINE MANAGEMENT, L.P.

FORT WORTH, TX · Since 2002

$22.5B AUM113 clientsFee: 0%
FiduciaryFee-Only
#20
82

JASPER RIDGE PARTNERS, L.P.

FORT WORTH, TX · Since 2009

$43.0B AUM36 clientsFee: 0%
FiduciaryFee-Only
#21
82

PUREWATER CAPITAL, LLC

FORT WORTH, TX · Since 2025

$149M AUM4 clientsFee: 0%
FiduciaryFee-Only
#22
82

TPG REAL ESTATE ADVISORS, LLC

FORT WORTH, TX · Since 2014

$17.0B AUM48 clientsFee: 0%
FiduciaryFee-Only
#23
82

MOFFATT FINANCIAL STRATEGIES

FORT WORTH, TX · Since 2026

$117M AUM4 clientsFee: 0%
FiduciaryFee-Only
#24
82

ASPENRIDGE WEALTH ADVISORS

FORT WORTH, TX · Since 2025

$335M AUM4 clientsFee: 0%
FiduciaryFee-Only
#25
82

THIRTEEN TWENTY-TWO ADVISORS

FORT WORTH, TX · Since 2026

$163M AUM6 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

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.