NB ALTERNATIVES ADVISERS LLC
Dallas, TX
AUM
$160.24B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
224 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
214-647-9500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX, DALLAS
83 advisers found
BARROW HANLEY GLOBAL INVESTORS
Dallas, TX
AUM
$59.04B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
43 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-665-1900
WESTWOOD MANAGEMENT CORP
Dallas, TX
AUM
$12.46B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
68 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-756-6900
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
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
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
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
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
SMITH GROUP ASSET MANAGEMENT, LLC
Dallas, TX
AUM
$2.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM
214-880-4600
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
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
NXG INVESTMENT MANAGEMENT
Dallas, TX
AUM
$1.75B
Wealth MgmtRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-692-6334
SWIFT CREEK PARTNERS
Dallas, TX
AUM
$1.74B
Wealth MgmtRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-692-4200
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
ANNANDALE CAPITAL, LLC
Dallas, TX
AUM
$1.55B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
214-523-5000
LEVEL FOUR CAPITAL MANAGEMENT
Dallas, TX
AUM
$1.38B
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
866-834-1040
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