Falists

Texas · 571 advisers

Financial Advisors in Dallas, Texas

Looking for a financial advisor in Dallas, Texas? Falists indexes 571 SEC-registered and state-registered investment advisers in Dallas — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 453 firms list a website you can visit directly. Firms in this directory manage up to $160.24B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

571

With website

453

Largest AUM

$160.24B

Financial planning

140

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth363Planning140Trusts193Retirement83Institutional169

Top advisors in Dallas

Ranked by AUM · Fees, team & specialties at a glance

View all 571 →
View all 571 advisors in Dallas

More cities in Texas

Houston (439)Austin (407)San Antonio (113)Fort Worth (94)Plano (79)The Woodlands (54)Southlake (43)Frisco (31)Sugar Land (24)Waco (21)Richardson (18)Mckinney (17)

Common questions

How many financial advisors are in Dallas, Texas?
571 registered investment advisers are listed in our Dallas directory, sourced from public SEC filings.
What types of advisors are in Dallas?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Dallas?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.