fbpx

Top Financial Advisors in Dallas

When your city is one of the 10 most populated metropolises in the entire United States, you can be assured that in finding the right financial advisor for you that you’ll find a plethora of options and expertise. But it can often be this same wealth of options that can be intimidating and overwhelming. That’s why Benzinga has put in the time to analyze, compare, and contrast Dallas area financial advisors in order to set you out on the best foot forward when it comes to making the decision on the one that’s best for you and your money.

Filter
  • $952,826,744
    288
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
  • $1,248,527,726
    6,450
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $614,920,529
    668
    • Financial planning services
  • $55,925,415
    559
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $286,229,000
    220
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $268,677,898
    266
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
  • $282,785,708
    611
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $722,234,415
    576
    • Financial planning services
    • Educational seminars/workshops
    • CONSULTING
  • $180,274,118
    177
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • CDR# 170041
    $166,505,441
    175
    • Financial planning services
    • Pension consulting services

To determine the top financial advisors in Dallas we poured through all SEC registered advisory firms who have an office in Dallas. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

QUEST CAPITAL MANAGEMENT, INC.

CDR# 114690
$952,826,744
288
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
8117 PRESTON ROAD, SUITE 700
DALLAS TX, 75225
214-691-6090

Quest Capital Management is a financial planner in Dallas offering tax planning, inheritance planning and wealth management services. Quest doesn’t use a particular investing strategy for each of its clients, instead focusing on diversification that’s in line with each of its client’s particular goals and risk levels. The Quest process begins with an in-person meeting with one of its team’s top financial advisors. During this meeting, you’ll share your goals and expectations with its team. Quest excels in setting SMART goals, which are specifically timed and measurable objectives. If you have concrete, nameable goals you’re ready to start working toward, Quest might be right for you.

$952,826,744
288
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other

360 WEALTH MANAGEMENT, LLC

CDR# 164109
$1,248,527,726
6,450
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
17300 NORTH DALLAS PARKWAY SUITE 2065
DALLAS TX, 75248
972-421-1360

360 Wealth Management is one of the largest financial and pension planning services in the country with over $1.2 billion in assets under management. Its main clients include investors and high net-worth individuals who are looking for a personalized retirement plan. 360 Wealth Management focuses on providing its clients with a “bedrock investing philosophy” that relies on active portfolio management and long-term tax considerations. Its investment strategy uses “risk-adjusted return” calculations instead of merely looking at gross return over time. This means that its team’s services are best suited for investors who are looking to maximize their returns and who aren’t afraid of taking financial risks.

$1,248,527,726
6,450
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

MCGOWAN GROUP ASSET MANAGEMENT, INC.

CDR# 154127
$614,920,529
668
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
200 CRESCENT COURT #657
DALLAS TX, 75201
214-720-4400

McGowan Group Asset Management is one of the top financial advisors and planning services for investors with a higher asset balance. McGowan specializes in strategic financial planning. If you’d like to reach a specific annual dividend income, gift to a charity or target retirement date, McGowan can create a specialized plan to help you reach your goal. You’ll need to have at least $500,000 worth of assets under management to open an account with McGowan, and it’s usually strict about this minimum. This means that its services are best targeted toward higher-value investors, charities and corporations with a specific investing goal in mind.

$614,920,529
668
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges

PANTHREX ASSET MANAGEMENT LLC

CDR# 281619
$55,925,415
559
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
9111 CYPRESS WATERS BLVD SUITE 140
DALLAS TX, 75019
(888) 302-5559

PanthRex Asset Management is a financial advising and planning service aimed at helping its clients achieve financial freedom. The majority of its clients are searching for high- to medium-risk investments to produce a reliable stream of income over time. This means investing heavily in stocks that pay dividends and products like real estate investment trusts (REITs). PanthRex might be the right choice for you if your main investment goal is to create a stream of passive income. If you’re searching for active wealth management or you’re just looking to make it through retirement, you may want to choose another financial advisor in Dallas.

$55,925,415
559
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

ALLRED CAPITAL MANAGEMENT, LLC

CDR# 297533
$286,229,000
220
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
2001 ROSS AVENUE SUITE 550
DALLAS TX, 75201
844-965-7695

Allred Capital Management employs a full team of certified financial planners and takes a personal, 4-step approach to financial advising and investment management. It’s also one of the few financial planners who aim its services at individuals primarily instead of high net-worth estates and trusts. It even offers specialized programs for healthcare professionals and small business owners. When you first meet with Allred Capital Management, you’ll tell your certified financial planner about your investing goals and current assets. From there, your planner will create a personalized plan that fits your needs that you’ll sign off on at your next meeting. Allred Capital Management is one of the top financial planners for individuals looking for personalized investment advice without high account minimums.

$286,229,000
220
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

CASTLEVIEW PARTNERS, LLC

CDR# 281410
$268,677,898
266
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
8111 PRESTON ROAD SUITE 500
DALLAS TX, 75225
214-710-1995

Castleview aims to provide you with a complete host of banking, investing and financial planning services from a single central hub. Though its team only handles investment and insurance services in-house, it has a wide referral network of attorneys, home and asset lending services, tax professionals and more on-call to assist you with all of your financial needs. Its team begins with a meeting to help you determine your personal goals. From there, the team coordinates with other services and professionals to help you get the range of tax, investment and estate planning services you need. Its services are best suited to those with a large number of assets they need to be managed and who are relatively new to wealth management and would prefer a larger level of direction.

$268,677,898
266
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

ATLAS WEALTH ADVISORS LLC

CDR# 289273
$282,785,708
611
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
10000 NORTH CENTRAL EXPRESSWAY SUITE 700
DALLAS TX, 75231
972-421-1987

Atlas Wealth Management’s main specialization is asset management. Atlas Wealth is a registered fiduciary, which means that you know the investment advisor working on your account isn’t receiving conflicting commissions. Your investment advisor may rebalance your portfolio and recommend new assets as you age along with guidance from you and regular check-ins. Atlas Wealth also offers personalized retirement plans for those looking to save for long-term goals as well. Atlas Wealth also has no account minimums, which makes it one of the best financial advisors for those who have lower account balances that don’t meet the high minimums of competing advisory services.

$282,785,708
611
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SMITH ANGLIN FINANCIAL, LLC

CDR# 144386
$722,234,415
576
Works with high networth individuals
  • Financial planning services
  • Educational seminars/workshops
  • CONSULTING
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
14755 PRESTON ROAD. SUITE 700
DALLAS TX, 75254
(972) 267-1244

Smith Anglin Financial is a wealth management and financial planning service offering investment management, personalized retirement accounts, survivor benefit planning, estate management and more. Its core investment strategy is rooted in diversification and primarily long-term holdings, which makes its account management services best suited for those who are looking for safe, low-risk holdings. Smith Anglin’s most unique feature is its aviation financial management. If you’re a pilot or other member of an aviation crew, Smith Anglin can help you create a specialized wealth management or retirement program customized to the unique demands and expectations of your profession. There is no minimum account balance required to open an account with Smith Anglin.

$722,234,415
576
Works with high networth individuals
  • Financial planning services
  • Educational seminars/workshops
  • CONSULTING
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

CHESSMAN WEALTH STRATEGIES

CDR# 155171
$180,274,118
177
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
7557 RAMBLER RD. SUITE 1010
DALLAS TX, 75231
214-572-2120

Chessman Wealth Strategies is a financial planning service focused first and foremost on simplifying the investing process for individuals and high net-worth individuals. Its team prides itself with offering high-quality asset management and financial planning services while communicating each step in layman’s terms. If you’re intimidated by other financial advising services and investing jargon, Chessman’s no-nonsense approach might appeal to you. Chessman’s team uses a unique investment strategy for each of its clients — though they do focus primarily on the modern portfolio theory of investing. The minimum account balance to begin with Chessman is $500,000 worth of assets under management.

$180,274,118
177
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

FLUENT FINANCIAL, LLC

CDR# 170041
$166,505,441
175
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
14800 LANDMARK BLVD. SUITE 848
DALLAS TX, 75254
972-852-4800

$166,505,441
175
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)