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Financial advisors in Dallas, TX

Looking for a financial advisor in Dallas, TX? We list 3,926 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

3,926Advisors with offices here
16Median years of experience
71%At fee-only firms
456Firms represented

Largest firms here: Merrill Lynch, Pierce, Fenner & Smith Incorporated (278), Morgan Stanley (247), J.p. Morgan Securities LLC (240).

Nearby: Richardson, Duncanville, Irving, Mesquite, Hutchins, Garland, Addison, Lancaster.

Filter and map these advisors

Morgan Stanley
46yrs
John Calandro III
Financial advisor
8383 Preston Center Plaza Suite 400
Dallas, TX 75225
Top 1% for experience in Texas
CFP®
Call Directions
EQ Wealth Advisors
46yrs
Gary Steven Ahr
Financial advisor
10000 North Central Express Way Suite 1350
Dallas, TX 75231
Top 1% for experience in Texas
ChFCFee-only firm
Call Directions
Hilltop Securities
46yrs
Henry Willis Bashore
Financial advisor
8201 Preston Rd. Suite 600
Dallas, TX 75225
Top advisor for experience at Hilltop Securities
Top advisor for experience at Hilltop SecuritiesFiduciaryFee-only firm
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
46yrs
Ramona Lee Locke
Financial advisor
5910 N Central Expy
Dallas, TX 75206
Top 1% for experience in Texas
Fiduciary
Call Directions
Allred Harris Wealth Management.
46yrs
Stanley Eugene Allred
Financial advisor
8333 Douglas Avenue Suite 525
Dallas, TX 75225
Top 1% for experience in Texas
FiduciaryFee-only firm
Call Directions
Wedbush Securities
46yrs
John Mark Wilkinson
Financial advisor
5949 Sherry Lane STE 1475
Dallas, TX 75225
Top 1% for experience in Texas
Fiduciary
Call Directions
UBS Financial Services
46yrs
Gary L Smith
Financial advisor
100 Crescent Court Suite 600
Dallas, TX 75201
Top 1% for experience in Texas
PlanningInvesting
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
46yrs
Stuart Wallace Brooks
Financial advisor
2100 Ross AVE
Dallas, TX 75201
Top 1% for experience in Texas
Fiduciary
Call Directions
MAI Capital Management
46yrs
Scott William Phillips
Financial advisor
3110 Thomas #131
Dallas, TX 75204
Top 1% for experience in Texas
FiduciaryFee-only firm
Call Directions
Wells Fargo Advisors
46yrs
Anne Lane Davidson
Financial advisor
8115 Preston RD STE 300
Dallas, TX 75225
Top 1% for experience in Texas
Fiduciary
Call Directions
Prospera Financial Services
46yrs
Richard Dean Pascuzzi
Financial advisor
5429 LBJ Freeway Suite 750
Dallas, TX 75240
Top 1% for experience in Texas
Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
45yrs
Dodee F Crockett
Financial advisor
5910 N Central Expy
Dallas, TX 75206
Top 1% for experience in Texas
InvestingRetirement plans
Call Directions
Howland Advisory
45yrs
Grafton Dulany Howland
Financial advisor
6116 North Central Expressway STE 518
Dallas, TX 75206
Top 1% for experience in Texas
CFP®Fee-only firm
Call Directions
Morgan Stanley
45yrs
David Andrew Jennings
Financial advisor
8383 Preston Center Plaza Suite 400
Dallas, TX 75225
Top 1% for experience in Texas
PlanningInvesting
Call Directions
Independent Financial Group
45yrs
Jerry Ernest Tuma
Financial advisor
4851 LBJ FWY Suite 1175
Dallas, TX 75244
Top 1% for experience in Texas
CFP®Fiduciary
Call Directions
Morgan Stanley
45yrs
Bradley Dean Thomas
Financial advisor
5001 Spring Valley Road Suite 900w
Dallas, TX 75244
Top 1% for experience nationwide
Fiduciary
Call Directions
Morgan Stanley
45yrs
Herbert Leland Kesner
Financial advisor
5001 Spring Valley Road Suite 900w
Dallas, TX 75244
Top 1% for experience in Dallas
Fiduciary
Call Directions
Wells Fargo Advisors
45yrs
Larry Gorden Ray
Financial advisor
8115 Preston RD STE 300
Dallas, TX 75225
Top 1% for experience in Dallas
Fiduciary
Call Directions
Osaic Wealth
45yrs
Lawrence Arthur Gekiere
Financial advisor
15770 N Dallas Parkway Suite 650
Dallas, TX 75248
Top 1% for experience in Dallas
ChFCFiduciaryFee-only firm
Call Directions
Hilltop Securities
45yrs
Diane Tyll Binford
Financial advisor
717 N. Harwood Street Suite 3400
Dallas, TX 75201
Top 1% for experience in Dallas
FiduciaryFee-only firm
Call Directions
RTW Financial Advisors
45yrs
Peter Howard Roe
Financial advisor
14114 Dallas Pkwy #530
Dallas, TX 75254
Top 1% for experience in Dallas
Fiduciary
Call Directions
Morgan Stanley
45yrs
Randall Lee Barnes
Financial advisor
8383 Preston Center Plaza Suite 400
Dallas, TX 75225
Top 1% for experience in Dallas
Fiduciary
Call Directions

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Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read