Falists

Texas · 94 advisers

Financial Advisors in Fort Worth, Texas

Looking for a financial advisor in Fort Worth, Texas? Falists indexes 94 SEC-registered and state-registered investment advisers in Fort Worth — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 83 firms list a website you can visit directly. Firms in this directory manage up to $173.56B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

94

With website

83

Largest AUM

$173.56B

Financial planning

37

Filter by specialty

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

Top advisors in Fort Worth

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

View all 94

WPWEALTH LLP

Fort Worth, TX

AUM

$1.17B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

14 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

817-259-9100

SWMG, LLC

Fort Worth, TX

AUM

$430.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

817-210-3444

More cities in Texas

Common questions

How many financial advisors are in Fort Worth, Texas?
94 registered investment advisers are listed in our Fort Worth directory, sourced from public SEC filings.
What types of advisors are in Fort Worth?
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 Fort Worth?
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.