Texas · 5 advisers
Financial Advisors in Carrollton, Texas
Looking for a financial advisor in Carrollton, Texas? Falists indexes 5 SEC-registered and state-registered investment advisers in Carrollton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $6.85B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
5
Largest AUM
$6.85B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Carrollton
Ranked by AUM · Fees, team & specialties at a glance
FISHER\SMB
Carrollton, TX
AUM
$6.85B
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
888-674-4504
FARRIS CAPITAL MANAGEMENT INC.
Carrollton, TX
AUM
$177.5M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-525-2141
KOMONS FINANCIAL LLC
Carrollton, TX
AUM
$35.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-506-7683
GA BISHOP AND ASSOCIATES, LLC
Carrollton, TX
AUM
—
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
972-393-3716
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Common questions
- How many financial advisors are in Carrollton, Texas?
- 5 registered investment advisers are listed in our Carrollton directory, sourced from public SEC filings.
- What types of advisors are in Carrollton?
- 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 Carrollton?
- 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.