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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
45yrs
Kevin Scott Rooker
Financial advisor
2121 North Pearl Street Suite 500
Dallas, TX 75201
Top 1% for experience in Dallas
Fiduciary
Call Directions
Wells Fargo Advisors
45yrs
John Atwood Mogk
Financial advisor
8115 Preston RD STE 300
Dallas, TX 75225
Top 1% for experience in Dallas
CFP®Fiduciary
Call Directions
Cetera Investment Advisers
45yrs
Jon Leonard Weinstein
Financial advisor
Dallas, TX
Top 1% for experience at Cetera Investment Advisers
CFP®Fee-only firm
Call Directions
Morgan Stanley
45yrs
Janet Marie Clements
Financial advisor
5001 Spring Valley Road Suite 900w
Dallas, TX 75244
Top 1% for experience in Dallas
Fiduciary
Call Directions
Oppenheimer &
45yrs
Robert Dan Hogue
Financial advisor
13455 Noel Road, Two Galleria Tower Suite 1800
Dallas, TX 75240
Top 1% for experience in Dallas
Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
45yrs
Jon MARK Vilmar
Financial advisor
5910 N Central Expy
Dallas, TX 75206
Top 1% for experience in Dallas
Fiduciary
Call Directions
Raymond James Financial Services Advisors
45yrs
William Robert Allbright
Financial advisor
6116 North Central Expressway Suite 902
Dallas, TX 75206
Top 1% for experience in Dallas
PlanningInvesting
Call Directions
Arax Advisory Partners
44yrs
John Olwyn Dix Jr
Financial advisor
2101 Cedar Springs Road Suite 1850
Dallas, TX 75201
Top 1% for experience in Texas
FiduciaryFee-only firm
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
44yrs
T Frye
Financial advisor
5910 N Central Expy
Dallas, TX 75206
Top 1% for experience in Texas
InvestingRetirement plans
Call Directions
Beaird Harris
44yrs
Donald Blake Harris
Financial advisor
12221 Merit Drive Suite 750
Dallas, TX 75251
Top 1% for experience in Texas
FiduciaryFee-only firm
Call Directions
Beaird Harris
44yrs
Steven Mark Lugar
Financial advisor
5005 Lyndon B. Johnson FWY Suite 1700 Suite 1700
Dallas, TX 75244
Top 1% for experience in Texas
CFP®FiduciaryFee-only firm
Call Directions
Crescent Advisor Group
44yrs
Terry Lee Hill
Financial advisor
Dallas, TX
Top advisor for experience at Crescent Advisor Group
Top advisor for experience at Crescent Advisor GroupFiduciaryFee-only firm
Call Directions
Commonwealth Financial Network
44yrs
Steven Ray Wisdom
Financial advisor
17304 Preston Road Suite #800
Dallas, TX 75252
Top 1% for experience in Texas
CFP®
Call Directions
Brown and Brown Financial Services
44yrs
John Colon Brown Jr
Financial advisor
6440 North Central Expressway #107
Dallas, TX 75206
Top 1% for experience in Texas
Investing
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
44yrs
Robert G Epstein
Financial advisor
13355 Noel RD
Dallas, TX 75240
Top 1% for experience in Texas
Fiduciary
Call Directions
RTW Financial Advisors
44yrs
Morris C Williams
Financial advisor
14114 Dallas Pkwy #530
Dallas, TX 75254
Top 1% for experience in Texas
Fiduciary
Call Directions
Citigroup Global Markets
44yrs
Charles Kirkland Davis
Financial advisor
Citi Private Bank 300 Crescent Court, Suite 950
Dallas, TX 75201
Top 1% for experience at Citigroup Global Markets
Fee-only firm
Call Directions
Rockefeller Capital Management
44yrs
Nan J Ginger
Financial advisor
300 Crescent Court Suite 1450
Dallas, TX 75201
Top 1% for experience in Texas
FiduciaryFee-only firm
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