Texas · 9 advisers
Financial Advisors in Arlington, Texas
Looking for a financial advisor in Arlington, Texas? Falists indexes 9 SEC-registered and state-registered investment advisers in Arlington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $909.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
9
With website
8
Largest AUM
$909.3M
Financial planning
6
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Arlington
Ranked by AUM · Fees, team & specialties at a glance
AUM
$909.3M
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
817-861-7099
PARKSTONE WEALTH MANAGEMENT, LLC
Arlington, TX
AUM
$210.6M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
817-962-0068
CALLAWAY FINANCIAL SERVICES
Arlington, TX
AUM
$22.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
817-274-4877
ROSS WEALTH GROUP, LLC
Arlington, TX
AUM
$19.1M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
817-795-7877
PLUMB FINANCIAL
Arlington, TX
AUM
$10.4M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
817-305-7703
SUNDIAL CAPITAL MANAGEMENT, L.P.
Arlington, TX
AUM
$304K
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
817-226-4300
JDG WEALTH MANAGEMENT GROUP, LLC
Arlington, TX
AUM
—
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
817-900-8455
ROLAND, CRISS INVESTMENT RESEARCH, LLC
Arlington, TX
AUM
—
Team
1 advisors
Clients
—
Fees
Hourly charges · Fixed fees +1 more
817-861-4817
More cities in Texas
Common questions
- How many financial advisors are in Arlington, Texas?
- 9 registered investment advisers are listed in our Arlington directory, sourced from public SEC filings.
- What types of advisors are in Arlington?
- 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 Arlington?
- 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.