PROSPERA FINANCIAL SERVICES, INC.
Dallas, TX
AUM
$12.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
207 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +4 more
972-581-3000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX, DALLAS
140 advisers found
TOLLESON PRIVATE WEALTH MANAGEMENT
Dallas, TX
AUM
$9.26B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
73 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
214-252-3250
LEVEL FOUR ADVISORY SERVICES
Dallas, TX
AUM
$6.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
119 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
972-665-0878
INTEGRATED ADVISORS NETWORK LLC
Dallas, TX
AUM
$5.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
81 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
855-729-4222
TRUE NORTH ADVISORS, LLC
Dallas, TX
AUM
$5.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
214-360-7300
THREE BELL CAPITAL LLC
Dallas, TX
AUM
$5.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +2 more
650-843-9836
QUOTIENT WEALTH PARTNERS, LLC
Dallas, TX
AUM
$4.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(469) 912-2522
AUM
$4.19B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
39 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
945-229-5873
ADVISOR RESOURCE COUNCIL
Dallas, TX
AUM
$3.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
70 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(972) 421-1360
PARADIGM GLOBAL INVESTORS
Dallas, TX
AUM
$3.03B
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
774-836-6011
LEGACY KNIGHT MFO, LLC
Dallas, TX
AUM
$2.85B
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
945-536-5580
HILLTOP SECURITIES INC.
Dallas, TX
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
214-953-4000
REQUISITE CAPITAL MANAGEMENT LLC
Dallas, TX
AUM
$2.43B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(469) 373-3399
BEAIRD HARRIS
Dallas, TX
AUM
$2.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-503-1040
ASCENTIS INDEPENDENT ADVISORS, LLC
Dallas, TX
AUM
$2.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
866-273-1563
BALEFIRE, LLC
Dallas, TX
AUM
$1.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-361-1001
GUIDESTONE ADVISORS
Dallas, TX
AUM
$1.96B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
214-720-6486
VIEW CAPITAL RIA, LP
Dallas, TX
AUM
$1.82B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
214-855-2550
LEE FINANCIAL COMPANY, LLC
Dallas, TX
AUM
$1.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-960-1001
ISC ADVISORS, INC.
Dallas, TX
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214 520 1115
MOMENTUM INDEPENDENT NETWORK INC.
Dallas, TX
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
97 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
214-859-1800
CYPRESS POINT WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
214-736-8887
HOWARD FINANCIAL SERVICES, LTD.
Dallas, TX
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
214-346-0785
PENN DAVIS MCFARLAND INC
Dallas, TX
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM
214-871-2772
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