Areas served: Dallas, TX and surrounding Dallas County, including Plano, Irving, Richardson, and Garland
Dallas's financial advisory landscape reflects the city's position as a major banking and wealth management center, with advisors ranging from independent RIAs to representatives of national firms clustered in Uptown, Legacy West, and the central business district. The market includes specialists in oil and gas executive compensation, real estate investment portfolios, and business succession planning for the region's entrepreneurial community. This directory provides detailed comparisons of local financial advisors based on regulatory credentials, compensation models, asset minimums, and areas of specialization.
GDS Wealth Management is a fee-only fiduciary financial advisory firm in Flower Mound serving clients with $1M+ in investable assets. Led by Glen Smith with over 20 years of experience, the firm provides personalized financial planning, investment management, and legacy planning designed around each client's goals and values. With a 99% client retention rate and $1.84B in assets under management, GDS focuses on building trust-based relationships and delivering clear guidance through complex financial decisions.
Mills Wealth Advisors is an independent financial planning firm in Southlake serving busy families, business owners, and individuals across North Texas for over 25 years. Led by a team of CFP® professionals and CPAs with 56 years of combined experience, they provide comprehensive wealth management, retirement planning, tax strategy, exit planning, and investment advisory services with a fiduciary mindset. Their Financial Clarity Process helps clients develop customized plans tailored to their unique goals, and their Lifetime Income Planning Process specifically addresses ensuring portfolios last throughout retirement.
Creative Planning is an independent wealth management firm serving Dallas-Fort Worth clients with comprehensive financial planning, investment management, tax planning, estate planning, and risk management. The firm's Dallas team of CFP-certified wealth managers works with high-net-worth individuals and families to integrate all aspects of their financial lives into customized, actionable plans. They offer family office services, strategic charitable giving solutions, and personalized wealth preservation strategies tailored to each client's unique goals.
Blair Financial Advisors is an independent financial advisory firm based in Wylie, TX, serving clients throughout the Dallas-Fort Worth area. They provide comprehensive financial planning, investment management, and retirement planning services tailored to individual client needs. The firm is known for personalized service and a client-focused approach to wealth management.
North Texas Wealth Management is a financial planning firm founded in 1968 that specializes in personalized wealth management, retirement planning, and investment management for individuals and families. Led by experienced advisors including Mike Crews, Rob Cody, and a collaborative team, they provide comprehensive financial guidance through life transitions, tax management, and disciplined investment execution. With over 50 years of experience, $1B+ in client assets, and a 99% client retention rate, they focus on building multi-generational wealth through structured planning and proactive guidance tailored to each client's evolving goals.
Cremé Wealth is a fee-only financial advisory firm in Plano serving North Dallas professionals, pre-retirees, and entrepreneurs. They provide comprehensive wealth planning including investment management, retirement planning, estate coordination, tax-aware strategies, and business succession planning. Operating as a fiduciary with transparent asset-based fees and no commissions, they offer a family office experience with integrated legal, tax, and investment support to help clients align their wealth with their values.
Third Act Wealth Management specializes in comprehensive wealth management for high-net-worth professionals and business owners who view retirement as a new beginning rather than an ending. Founded on the philosophy of helping clients plan their "third act," they offer investment management, estate planning, tax mitigation, insurance planning, charitable giving strategies, and cash flow analysis. With $267M in assets under management and 100% client retention among high-net-worth clients since inception, they combine boutique personalized service with institutional-grade resources.
Thompson Financial & CO is an independent financial advisory firm based in Richardson that specializes in personalized wealth management and financial planning for individuals and families. Led by experienced advisors, they offer comprehensive services including retirement planning, investment management, and tax-efficient strategies tailored to each client's unique goals. The firm is committed to transparent, client-focused advice designed to help clients build and preserve wealth over the long term.
Ivy Wealth is a financial advisory firm based in Dallas that provides comprehensive wealth management and financial planning services. The team works with clients to develop personalized investment strategies, retirement planning, and overall financial goals. They focus on delivering tailored advice to help clients build and preserve wealth.
Beacon Pointe Advisors' Dallas office provides comprehensive wealth management and financial planning services to private clients, multi-generational families, entrepreneurs, business owners, and foundations. Their experienced team of CFP®, CFA®, and CIMA® professionals offers customized investment solutions, estate planning, retirement planning, and family office services tailored to each client's unique financial goals. With multiple Dallas locations and deep roots in the DFW area, they coordinate with clients' CPAs, estate attorneys, and other professionals to deliver integrated financial strategies.
Dawson Private Wealth is a financial advisory firm based in Allen, TX, offering comprehensive wealth management and financial planning services to individuals and families. Operating under the Raymond James platform, they provide personalized investment management, retirement planning, and wealth strategy tailored to each client's goals and circumstances.
Chessman Wealth Strategies is an independent financial advisory firm based in Dallas specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. Founded on principles of fiduciary responsibility, the firm provides personalized guidance on retirement planning, portfolio management, and wealth preservation to help clients build and protect their financial futures.
Opus Wealth Management is an independent financial advisory firm in Dallas specializing in comprehensive wealth planning and investment management for high-net-worth individuals and families. The team provides personalized financial strategies covering retirement planning, investment portfolio management, tax optimization, and estate planning. They focus on building long-term relationships with clients through a consultative approach tailored to individual goals and circumstances.
DJH Capital Management, led by Dom Henderson Sr., provides comprehensive financial advisory and investment management services to clients in the Dallas area. The firm specializes in helping individuals and businesses build and preserve wealth through personalized financial planning and strategic investment guidance. With a focus on fiduciary principles and client-centered service, DJH Capital Management works to align investment strategies with each client's long-term financial goals.
Beacon Pointe Advisors is a Dallas-based wealth management firm with deep roots in the DFW area, serving private clients, multi-generational families, entrepreneurs, business owners, and foundations. The team provides comprehensive financial planning, customized investment management, estate planning, and retirement planning services. With multiple offices across Dallas and a leadership team of CFP®, CFA®, and CIMA® certified advisors, they focus on personalized, relationship-driven wealth solutions tailored to each client's unique circumstances.
Rockwall Wealth Advisors is an independent, fee-only wealth management firm serving high net worth and ultra high net worth individuals, families, and business owners in the Rockwall area. They provide comprehensive financial planning, investment management, and retirement analysis using a fiduciary standard and goal-based approach. Their services include tax optimization strategies, Social Security planning, estate planning, and personalized portfolio construction designed around each client's unique objectives rather than benchmark-chasing.
Texas Financial Advisors is an independent financial advisory firm serving the Dallas area with comprehensive wealth management and financial planning services. The team helps clients build and protect their assets through personalized investment strategies, retirement planning, and comprehensive financial guidance tailored to individual goals and circumstances.
McGowan Group Asset Management is a Dallas-based wealth management firm serving high net worth families and institutions with over $1.073 billion in assets under management. They provide personalized investment planning, asset management across fixed income, cash flow strategies, and growth investments, along with comprehensive financial education through their NetWorth Radio platform. The firm emphasizes generating current income with capital gains opportunities and is recognized by Forbes as a Top RIA Firm and Best-in-State Wealth Advisor.
Hilltop Securities Inc. is a Dallas-based financial services firm offering investment management, wealth advisory, and securities services to individual and institutional clients. With over 50 years of industry experience, they provide personalized financial strategies designed to help clients build and protect their wealth through comprehensive portfolio management and professional guidance.
The Clift Group at RBC Wealth Management is led by Kevin Clift, CIMA®, CPFA®, a Managing Director with over 33 years of investment experience. The team specializes in comprehensive wealth management for individuals and institutional clients, including retirement planning, education funding, legacy planning, and income stream creation. Recognized as a NAPA Top DC Advisor Team for multiple years, they manage over $100 million in defined contribution assets and provide professional investment strategy, asset allocation, and ongoing performance monitoring.
Leap Wealth Management is an independent financial advisory firm based in Dallas serving clients throughout the metroplex. They provide personalized wealth management, investment management, and financial planning services designed to help clients build and preserve their assets. The firm focuses on creating customized strategies tailored to individual financial goals and circumstances.
EP Wealth Advisors' Dallas Crescent Court office provides comprehensive financial planning and investment management for individuals, families, and business owners. Led by Regional Director Frank Sloan and a team of experienced advisors including multiple partners and CFP® professionals, they specialize in retirement planning, estate planning, tax-efficient investment strategies, business succession planning, and family office services for high net-worth clients. The team takes a collaborative, education-focused approach to help clients navigate complex financial decisions across life stages, including specialized guidance for divorce and multi-generational wealth management.
Chris Goins is a financial advisor with Edward Jones serving the Dallas area. As a CPWA®, CEPA®, and AAMS® credential holder, Goins provides personalized financial planning and investment management services to help clients work toward their financial goals. Edward Jones focuses on building long-term relationships with individual investors through one-on-one consultation and tailored wealth strategies.
Texas Investment & Retirement Associates is an independent financial advisory firm based in Dallas specializing in retirement planning and investment management. They help clients navigate complex financial decisions with a focus on long-term wealth building and retirement readiness. The firm serves individuals and families across the Dallas area seeking personalized financial guidance.
Wayfinder Wealth is an independent financial advisory firm located in Dallas that provides personalized wealth management and financial planning services to help clients navigate their financial goals. The team works with individuals to develop comprehensive financial strategies tailored to their specific needs and circumstances. They focus on building long-term relationships and providing guidance across investment management, retirement planning, and overall wealth strategy.
EP Wealth Advisors is a financial advisory firm serving the Dallas area with comprehensive wealth management and investment planning services. The team provides personalized financial strategies tailored to individual client goals, including retirement planning, investment management, and financial consultation. They focus on building long-term client relationships through professional, consultative guidance.
Mason G Williams is a CFP® and Certified Exit Planning Advisor at Edward Jones in Dallas, offering comprehensive financial planning and wealth management services. He specializes in retirement income strategies, estate and legacy planning, intergenerational wealth transfer, and charitable giving strategies, with particular expertise serving LGBTQ+ clients. His team provides personalized financial guidance through in-person consultations, phone meetings, and web conferencing.
ALM First Financial Advisors is an independent financial advisory firm based in Dallas serving clients throughout Texas. They provide comprehensive financial planning and investment management services tailored to individual and business client needs. The firm focuses on delivering personalized strategies to help clients build and preserve wealth.
Fortune Wealth Management is a Dallas-based wealth management firm serving business owners, families, and retirees with personalized financial planning and asset management. They specialize in understanding clients' unique goals, risk tolerance, and timeframes to build tailored financial strategies. Their expertise spans retirement planning, estate planning, business ownership financial solutions, and investment management with a focus on disciplined, goal-oriented wealth building.
Strata Wealth Advisors is an independent wealth management firm in Dallas specializing in comprehensive financial planning and investment management. The firm focuses on identifying and filling coordination gaps that other advisors overlook, using their proprietary IQ Compounding® approach to align and optimize clients' financial strategies. Named Best in Dallas by D Magazine for eight consecutive years, Strata serves individuals and families seeking long-term wealth building, retirement planning, and integrated financial solutions.
Cetera Advisor Networks LLC is a financial advisory firm serving the Dallas-Fort Worth area from their Merit Drive office. They provide comprehensive financial planning and investment management services to help clients build and preserve wealth. The firm operates as part of the Cetera network, leveraging established industry expertise and resources.
Luminate is an Ameriprise Financial Services office located in downtown Dallas, offering comprehensive financial advisory services including investment management, retirement planning, and wealth management. Led by experienced financial advisors, they work with individuals and families to develop personalized financial strategies aligned with their long-term goals.
Brian R Bogard is a CFP®-certified Financial Advisor at Edward Jones in Dallas, specializing in wealth strategies, charitable giving, and business exit planning for entrepreneurs and business owners. With credentials including CEPA® (Certified Exit Planning Advisor) and AFFP® (Agriculture Focused Financial Planning), Brian provides comprehensive financial planning services tailored to clients with complex financial situations. His team offers investment management, retirement planning, and strategic wealth advice to help clients build and protect their assets.
Morgan Stanley Financial Advisors in Dallas provides comprehensive wealth management and financial advisory services to individuals and businesses. Their team of certified financial advisors offers investment management, retirement planning, estate planning, and personalized financial strategies designed to help clients build and preserve wealth. As part of the globally recognized Morgan Stanley organization, they combine institutional resources with local expertise to serve the Dallas area.
Cypress Point Wealth Management is an independent financial advisory firm in Dallas specializing in comprehensive wealth management and financial planning for individuals and families. Based at Oak Lawn in Dallas, they provide personalized investment strategies, retirement planning, and financial guidance tailored to each client's goals and circumstances.
Mark Vehslage is a CFP and CPA serving Dallas-area clients through Northwestern Mutual, offering comprehensive financial planning and wealth management services. With dual certifications in financial planning and accounting, he helps individuals and families develop strategies for retirement, investments, and tax-efficient wealth building. His practice combines personalized financial advisory with tax expertise to address both planning and compliance needs.
GDS Wealth Management is the top-ranked financial advisor in Dallas with a Lantern Score of 85.22/100 and a 5-star rating based on 187 reviews. Led by Glen Smith with over 20 years of experience, the firm specializes in serving high-net-worth individuals with $1M+ in investable assets and is particularly well-suited for families focused on legacy and wealth preservation.
Mills Wealth Advisors (Lantern Score: 83.94/100) and Creative Planning (Lantern Score: 83.56/100) are top choices for business owners. Mills Wealth Advisors specifically specializes in exit planning for business owners, while Creative Planning serves business owners alongside families seeking wealth preservation and multi-generational planning.
North Texas Wealth Management (Lantern Score: 83.33/100, founded in 1968) and Blair Financial Advisors (Lantern Score: 83.38/100) are excellent choices for retirees. North Texas Wealth Management specializes in retirement planning and income strategies for those transitioning to retirement, while Blair Financial Advisors focuses on professionals nearing or already in retirement.
Cremé Wealth in Plano (Lantern Score: 83.33/100) is specifically noted as serving faith-driven investors seeking values-aligned portfolios. As a fee-only firm, they provide comprehensive wealth planning including investment management and are well-suited for professionals, pre-retirees, and entrepreneurs.
GDS Wealth Management (Lantern Score: 85.22/100) and Cremé Wealth (Lantern Score: 83.33/100) are both fee-only fiduciary firms in the Dallas area. GDS Wealth Management serves high-net-worth individuals ($1M+), while Cremé Wealth in Plano caters to North Dallas professionals and pre-retirees seeking comprehensive wealth planning.
Dawson Private Wealth (74 reviews, Lantern Score: 80.64/100) and Thompson Financial & CO (67 reviews, Lantern Score: 82.28/100) have the most client feedback among Dallas-area financial advisors. Both firms offer comprehensive wealth management and financial planning services and maintain 5-star ratings.