AdvisorCensus / Financial advisors / Texas / Dallas, TX / Branch offices
Advisory firms with an office in Dallas, TX, headquartered elsewhere
462 investment advisory firms with a principal office outside the Dallas, TX metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 1789 Capital Management | Dallas, TX | Palm Beach, FL | SEC-registered investment adviser |
| 49 Financial | Richardson, TX | Austin, TX | SEC-registered investment adviser |
| Accelerate Retirement | Dallas, TX | Aliso Viejo, CA | SEC-registered investment adviser |
| Acore Capital, LP | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Acres | Irving, TX | Uniondale, NY | SEC-registered investment adviser |
| Advance Capital Management Inc | Dallas, TX | Southfield, MI | SEC-registered investment adviser |
| Advice and Planning Services | Frisco, TX | New York, NY | SEC-registered investment adviser |
| Advisors Capital Management, LLC | Southlake, TX | Ridgewood, NJ | SEC-registered investment adviser |
| Advisory Services Network | North Richland Hills, TX | Atlanta, GA | SEC-registered investment adviser |
| Advisory Solutions Group | Dallas, CO | Plymouth, MN | SEC-registered investment adviser |
| Aecom Capital Real Estate, LLC | Southlake, TX | Los Angeles, CA | SEC-registered investment adviser |
| Aegis Wealth Management, Inc. | Dallas, TX | Guthrie Center, IA | SEC-registered investment adviser |
| Affinius Capital LLC | Dallas, TX | San Antonio, TX | SEC-registered investment adviser |
| Albany Road Real Estate Partners, LLC | Dallas, TX | Dedham, MA | SEC-registered investment adviser |
| Alera Investment Advisors, LLC | Wylie, TX | Deerfield, IL | SEC-registered investment adviser |
| Align Capital Partners, LP | Dallas, TX | Shaker Heights, OH | SEC-registered investment adviser |
| Alliancebernstein L.P. | Dallas, TX | Nashville, TN | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Garland, TX | Lincoln, NE | SEC-registered investment adviser |
| Allworth Financial, L.P. | Addison, TX | Folsom, CA | SEC-registered investment adviser |
| Ally Invest Advisors | Lewisville, TX | Charlotte, NC | SEC-registered investment adviser |
| Alongside, LLC | Allen, TX | Austin, TX | SEC-registered investment adviser |
| Americana Partners, LLC | Dallas, TX | Houston, TX | SEC-registered investment adviser |
| Ameriprise Financial Services, LLC | Plano, TX | Minneapolis, MN | SEC-registered investment adviser |
| Ameritas Advisory Services, LLC | Dallas, TX | Lincoln, NE | SEC-registered investment adviser |
| Angeles Family Office | Dallas, TX | Santa Monica, CA | SEC-registered investment adviser |
| Angeles Wealth Management, LLC | Dallas, TX | Santa Monica, CA | SEC-registered investment adviser |
| Apella Wealth | Dallas, TX | West Hartford, CT | SEC-registered investment adviser |
| Arax Advisory Partners | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Archer Investment Corporation | Burleson, TX | Carmel, IN | SEC-registered investment adviser |
| Ares Capital Management II LLC | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| Ares Commercial Real Estate Management LLC | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| Ares Management LLC | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| Arkadios Wealth Advisors | Frisco, TX | Atlanta, GA | SEC-registered investment adviser |
| Arrowroot Family Office, LLC | Dallas, TX | Marina del Rey, CA | SEC-registered investment adviser |
| Ascendant Capital Partners LP | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| Ascent Capital Partners, LLC | Dallas, TX | Scottsdale, AZ | SEC-registered investment adviser |
| Assured Healthcare Partners LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Avail Investment Partners, LLC | Fort Worth, TX | Lemont, PA | SEC-registered investment adviser |
| Avantax Planning Partners, Inc. | Dallas, TX | Dubuque, IA | SEC-registered investment adviser |
| Avior Wealth Management, LLC | Plano, TX | Omaha, NE | SEC-registered investment adviser |
| AWH Financial, LLC | Bedford, TX | Bala Cynwyd, PA | SEC-registered investment adviser |
| Axxcess Wealth Management, LLC | Northlake, TX | Carlsbad, CA | SEC-registered investment adviser |
| Bakeravenue | Southlake, TX | San Francisco, CA | SEC-registered investment adviser |
| BDT & MSD BDC Management, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| BDT Capital Partners | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Dallas, TX | Newport Beach, CA | SEC-registered investment adviser |
| Beaumont Financial Partners | Irving, TX | Needham, MA | SEC-registered investment adviser |
| Bell Partners | Dallas, TX | Greensboro, NC | SEC-registered investment adviser |
| Belpointe Asset Management LLC | Dallas, TX | Reno, NV | SEC-registered investment adviser |
| Benchmark Investment Advisors LLC | Frisco, TX | Chicago, IL | SEC-registered investment adviser |
| Berkeley Partners Management, LLC | Dallas, TX | Oakland, CA | SEC-registered investment adviser |
| Berkshire Property Advisors, LLC | Dallas, TX | Boston, MA | SEC-registered investment adviser |
| BFC Planning, Inc. | Dallas, TX | Cedar Rapids, IA | SEC-registered investment adviser |
| Black Dragon Capital Investment Management, Inc | Southlake, TX | Boynton Beach, FL | SEC-registered investment adviser |
| Blackrock Financial Management, Inc | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Blue Owl Alternative Credit Advisors II LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Blue Owl Credit Advisors LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Blue Owl Credit Private Fund Advisors LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Blue Owl Digital Infrastructure Trust Advisors LLC | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Blue Owl Insurance Solutions | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Blue Owl Real Assets Advisors LLC | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Blue Owl Real Estate Capital LLC | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Blue Owl Strategic Equity Advisors LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Blue Owl Technology Credit Advisors II LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Blue Owl Technology Credit Advisors LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| BOK Financial Advisors | Dallas, TX | Tulsa, OK | SEC-registered investment adviser |
| BOK Financial Private Wealth, Inc. | Dallas, TX | Denver, CO | SEC-registered investment adviser |
| BOW River Capital | Dallas, TX | Denver, CO | SEC-registered investment adviser |
| Brady Martz Wealth Solutions, LLC | Corinth, TX | Grand Forks, ND | SEC-registered investment adviser |
| Bridge Investment Group | Dallas, TX | Sandy, UT | SEC-registered investment adviser |
| Brighton Jones LLC | Dallas, TX | Seattle, WA | SEC-registered investment adviser |
| Brookfield Asset Management PIC US, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Brookstone Capital Management LLC | Flower Mound, TX | Wheaton, IL | SEC-registered investment adviser |
| Brookstone Wealth Advisors, LLC | Lucas, TX | Wheaton, IL | SEC-registered investment adviser |
| Brownlee Wealth Management | Fort Worth, TX | Houston, TX | SEC-registered investment adviser |
| C-III Investment Management LLC | Irving, TX | New York, NY | SEC-registered investment adviser |
| Cabana Asset Management | Plano, TX | Fayetteville, AR | SEC-registered investment adviser |
| Cabot Properties L.P. | Dallas, TX | Boston, MA | SEC-registered investment adviser |
| Cambridge Associates, LLC | Dallas, TX | Boston, MA | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Fort Worth, TX | Fairfield, IA | SEC-registered investment adviser |
| Cape Investment Advisory, Inc. | Addison, TX | McDonough, GA | SEC-registered investment adviser |
| Capital Investment Advisors, LLC | Dallas, TX | Atlanta, GA | SEC-registered investment adviser |
| Capitalspring | Dallas, TX | Nashville, TN | SEC-registered investment adviser |
| Caprock Partners Management, Inc. | Fort Worth, TX | Newport Beach, CA | SEC-registered investment adviser |
| Captrust | Dallas, TX | Raleigh, NC | SEC-registered investment adviser |
| Cary Street Partners | Fort Worth, TX | Richmond, VA | SEC-registered investment adviser |
| Castle Creek Capital | Dallas, TX | San Diego, CA | SEC-registered investment adviser |
| Castlelake, L.P. | Dallas, TX | Minneapolis, MN | SEC-registered investment adviser |
| Causeway Capital Management LLC | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| Cavanal Hill Investment Management, Inc. | Plano, TX | Tulsa, OK | SEC-registered investment adviser |
| Cbiz Investment Advisory Services, LLC | Irving, TX | Cleveland, OH | SEC-registered investment adviser |
| Cbre Investment Management | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Centaurus Financial, Inc. | Highland Village, TX | Anaheim, CA | SEC-registered investment adviser |
| Cerberus Capital Management, L.P. | Fort Worth, TX | New York, NY | SEC-registered investment adviser |
| Cerity Partners LLC | Fort Worth, TX | New York, NY | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | Arlington, TX | New York, NY | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | Dallas, TX | Schaumburg, IL | SEC-registered investment adviser |
| CG Advisory Services | Frisco, TX | Williamston, MI | SEC-registered investment adviser |
| Charles Schwab & Co., Inc. | Westlake, TX | San Francisco, CA | SEC-registered investment adviser |
| Charles Schwab Investment Management, Inc | Southlake, TX | San Francisco, CA | SEC-registered investment adviser |
| CIBC Private Wealth Advisors, Inc. | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Citadel Advisors LLC | Dallas, TX | Miami, FL | SEC-registered investment adviser |
| Citigroup Global Markets Inc. | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Cityview Management Services, LLC | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| CL Wealth Management LLC | Garland, TX | Schaumburg, IL | SEC-registered investment adviser |
| Clarion Partners | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Clearlake Capital Group, L.P. | Dallas, TX | Santa Monica, CA | SEC-registered investment adviser |
| Clientfirst Wealth Management, LLC | Fort Worth, TX | Little Rock, AR | SEC-registered investment adviser |
| Cliftonlarsonallen Wealth Advisors, LLC | Addison, TX | Minneapolis, MN | SEC-registered investment adviser |
| Compass Financial Management LLC | Allen, TX | Tampa, FL | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | Dallas, TX | Tampa, FL | SEC-registered investment adviser |
| Corda Investment Management, LLC | Dallas, TX | Houston, TX | SEC-registered investment adviser |
| Corecap Advisors | North Richland Hills, TX | Southfield, MI | SEC-registered investment adviser |
| Corient | Dallas, TX | Miami, FL | SEC-registered investment adviser |
| Corient IA LP | Dallas, TX | Miami, FL | SEC-registered investment adviser |
| Cortland Investment Management, LLC | Addison, TX | Atlanta, GA | SEC-registered investment adviser |
| CPR Investments Inc | Arlington, TX | Rochester, MI | SEC-registered investment adviser |
| Creation Investments | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Creative Planning | Addison, TX | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | Irving, TX | Newport Beach, CA | SEC-registered investment adviser |
| Cresset Asset Management, LLC | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Crown Advisors Management, Inc. | Dallas, TX | Larkspur, CA | SEC-registered investment adviser |
| Csenge Advisory Group, LLC | McKinney, TX | Clearwater, FL | SEC-registered investment adviser |
| CWS Capital Partners LLC | Plano, TX | Newport Beach, CA | SEC-registered investment adviser |
| CX Institutional, LLC | Plano, TX | Auburn, IN | SEC-registered investment adviser |
| Delta Investment Management, LLC | Plano, TX | San Francisco, CA | SEC-registered investment adviser |
| Diversify Advisory Services, LLC | Dallas, TX | South Jordan, UT | SEC-registered investment adviser |
| Eagle Strategies LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Eldridge Credit Advisers, LLC | Plano, TX | New York, NY | SEC-registered investment adviser |
| Eldridge GP1 Advisers | Plano, TX | New York, NY | SEC-registered investment adviser |
| Eldridge SME Advisers | Plano, TX | New York, NY | SEC-registered investment adviser |
| Eldridge Structured Credit Advisers, LLC | Plano, TX | New York, NY | SEC-registered investment adviser |
| Empirical Wealth Management | Fort Worth, TX | Seattle, WA | SEC-registered investment adviser |
| Energize Capital LLC | Irving, TX | Chicago, IL | SEC-registered investment adviser |
| EP Wealth Advisors | Dallas, TX | Torrance, CA | SEC-registered investment adviser |
| Equitable Advisors, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| ESI Financial Advisors | Addison, TX | Montpelier, VT | SEC-registered investment adviser |
| Ethos Financial Group, LLC | Plano, TX | King of Prussia, PA | SEC-registered investment adviser |
| Eversource Wealth Advisors, LLC | Fort Worth, TX | Birmingham, AL | SEC-registered investment adviser |
| Familywealth | Dallas, TX | Lake Mary, FL | SEC-registered investment adviser |
| Faropoint Ventures, LLC | Dallas, TX | Hoboken, NJ | SEC-registered investment adviser |
| FCA Corp | Fort Worth, TX | Houston, TX | SEC-registered investment adviser |
| FEG | Dallas, TX | Cincinnati, OH | SEC-registered investment adviser |
| FEG Private Investors, LLC | Dallas, TX | Cincinnati, OH | SEC-registered investment adviser |
| Fidelis Capital | Dallas, TX | Tampa, FL | SEC-registered investment adviser |
| Fidelity Institutional Wealth Adviser LLC | Westlake, TX | Boston, MA | SEC-registered investment adviser |
| Fiduciary Consulting Group | Dallas, TX | Greenwood Village, CO | SEC-registered investment adviser |
| Fifth Third Wealth Advisors LLC | Dallas, TX | Cincinnati, OH | SEC-registered investment adviser |
| Financial & Tax Architects, LLC | Garland, TX | St. Louis, MO | SEC-registered investment adviser |
| Financial Management Strategies, Inc. | Richardson, TX | Broadview Hts., OH | SEC-registered investment adviser |
| Firmament Advisors Parallel IV, LLC | Dallas, TX | New York, NY | Exempt reporting adviser |
| First Citizens Institutional Asset Management, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Florida Financial Advisors, LLC | Dallas, TX | Tampa, FL | SEC-registered investment adviser |
| Fmac Management LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Fort Advisors Inc | Fort Worth, TX | Austin, TX | SEC-registered investment adviser |
| Forteris Wealth Management, Inc. | Dallas, TX | Armonk, NY | SEC-registered investment adviser |
| Fortress Investment Group | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Forvis Mazars Wealth Advisors, LLC | Dallas, TX | Springfield, MO | SEC-registered investment adviser |
| Foundations Investment Advisors LLC | Southlake, TX | Phoenix, AZ | SEC-registered investment adviser |
| Fourstar Wealth Advisors, LLC | Waxahachie, TX | Chicago, IL | SEC-registered investment adviser |
| FPLF Management LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Frost Investment Services | Dallas, TX | San Antonio, TX | SEC-registered investment adviser |
| Fund Asset Managers | Dallas, TX | Reno, NV | SEC-registered investment adviser |
| GC Advisors LLC | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| GC Opal Advisors LLC | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Geneos Wealth Management, Inc. | Addison, TX | Englewood, CO | SEC-registered investment adviser |
| GERBER/TAYLOR Management LLC | Dallas, TX | Memphis, TN | SEC-registered investment adviser |
| GI Partners | Dallas, TX | Scottsdale, AZ | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Cedar Hill, TX | Alpharetta, GA | SEC-registered investment adviser |
| Gibraltar Capital Management, Inc. | Irving, TX | Tulsa, OK | SEC-registered investment adviser |
| Gibson Wealth Advisors, LLC | Allen, TX | Tyler, TX | SEC-registered investment adviser |
| GID Multifamily Investment Management LLC | Dallas, TX | Atlanta, GA | SEC-registered investment adviser |
| Gladstone Management Corporation | Dallas, TX | McLean, VA | SEC-registered investment adviser |
| Gladstone Wealth Partners | Dallas, TX | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Global Retirement Partners LLC | Fort Worth, TX | San Rafael, CA | SEC-registered investment adviser |
| Goldman Sachs & Co. LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Asset Management, L.P. | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Wealth Services, L.P. | Dallas, TX | Cohoes, NY | SEC-registered investment adviser |
| Good Life Advisors, LLC | Southlake, TX | Celebration, FL | SEC-registered investment adviser |
| Gradient Wealth Management | Plano, TX | Arden Hills, MN | SEC-registered investment adviser |
| Gray's Creek Capital Advisors, LLC | Dallas, TX | Westport, CT | Exempt reporting adviser |
| Great Valley Advisor Group, LLC | Southlake, TX | Berwyn, PA | SEC-registered investment adviser |
| Green & Deckert LLC | McKinney, TX | Lubbock, TX | SEC-registered investment adviser |
| Greystar Investment Group, LLC | Dallas, TX | Charleston, SC | SEC-registered investment adviser |
| Grimes & Company | Southlake, TX | Westborough, MA | SEC-registered investment adviser |
| GWN Securities Inc. | Frisco, TX | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Hallador Investment Advisors, Inc. | Dallas, TX | Reno, NV | SEC-registered investment adviser |
| Hammes Realty Advisors, LLC | Dallas, TX | Milwaukee, WI | SEC-registered investment adviser |
| Hammond, Kennedy, Whitney & Company, Inc. | Dallas, TX | Indianapolis, IN | SEC-registered investment adviser |
| HAN River Partners | Dallas, TX | Menlo Park, CA | Exempt reporting adviser |
| Harbert Fund Advisors, LLC | Dallas, TX | Birmingham, AL | SEC-registered investment adviser |
| Harmony Asset Management LLC | McKinney, TX | Scottsdale, AZ | SEC-registered investment adviser |
| Hazoor Partners, LLC | Fort Worth, TX | Austin, TX | SEC-registered investment adviser |
| Hennessy Advisors, Inc. | Dallas, TX | Novato, CA | SEC-registered investment adviser |
| Hibernia Wealth Partners, LLC | Dallas, TX | Baton Rouge, LA | SEC-registered investment adviser |
| Hightower Advisors, LLC | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Hines Capital Advisors LLC | Dallas, TX | Houston, TX | SEC-registered investment adviser |
| HKW Management, LLC | Dallas, TX | Indianapolis, IN | SEC-registered investment adviser |
| Holbrook Holdings, Inc. | Dallas, TX | Atlanta, GA | SEC-registered investment adviser |
| Hornor, Townsend & Kent, LLC | Addison, TX | Conshohocken, PA | SEC-registered investment adviser |
| HPS Advisors, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| HPS Investment Partners, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Willow Park, TX | Austin, TX | SEC-registered investment adviser |
| Hunt Capital Management, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Hunt Investment Management, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Iams Wealth Management, LLC | Bedford, TX | Omaha, NE | SEC-registered investment adviser |
| IEQ Capital, LLC | Dallas, TX | Foster City, CA | SEC-registered investment adviser |
| IMA Advisory Services, Inc. | Dallas, TX | Denver, CO | SEC-registered investment adviser |
| Independence Square Holdings, LLC | Fort Worth, TX | King of Prussia, PA | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Dallas, TX | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Group, LLC | Dallas, TX | San Diego, CA | SEC-registered investment adviser |
| Independent Financial Partners | Dallas, TX | Tampa, FL | SEC-registered investment adviser |
| Independent Wealth Network, Inc. | Sanger, TX | Urbandale, IA | SEC-registered investment adviser |
| Indivisible Partners | Plano, TX | Clearwater, FL | SEC-registered investment adviser |
| Insight Folios | Fort Worth, TX | Charlotte, NC | SEC-registered investment adviser |
| Integrity Alliance, LLC | Heath, TX | Urbandale, IA | SEC-registered investment adviser |
| Intellicents Investment Solutions Inc | Southlake, TX | Albert Lea, MN | SEC-registered investment adviser |
| International Assets Investment Management, LLC | Rockwall, TX | Orlando, FL | SEC-registered investment adviser |
| Intrua Financial | Dallas, TX | Houston, TX | SEC-registered investment adviser |
| Invesco Advisers, Inc. | Dallas, TX | Atlanta, GA | SEC-registered investment adviser |
| Iron Point Partners, LLC | Dallas, TX | Washington, DC | SEC-registered investment adviser |
| Island Investment Management LLC | Irving, TX | New York, NY | SEC-registered investment adviser |
| J.P. Morgan Investment Management Inc. | Dallas, TX | New York, NY | SEC-registered investment adviser |
| J.P. Morgan Securities LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| JFG Family Office | Dallas, TX | Denver, CO | SEC-registered investment adviser |
| KA Credit Advisors II, LLC | Dallas, TX | Houston, TX | SEC-registered investment adviser |
| KA Credit Advisors, LLC | Dallas, TX | Houston, TX | SEC-registered investment adviser |
| Kaufman Hall Investment Management | Dallas, TX | Brentwood, TN | SEC-registered investment adviser |
| Kayne Anderson Capital Advisors, L.P. | Dallas, TX | Houston, TX | SEC-registered investment adviser |
| Kayne Anderson Rudnick Investment Management, LLC | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| KCD Financial, Inc. | Frisco, TX | Green Bay, WI | SEC-registered investment adviser |
| Kestra Advisory Services, LLC | Dallas, TX | Austin, TX | SEC-registered investment adviser |
| Kestra Private Wealth Services, LLC | Plano, TX | Austin, TX | SEC-registered investment adviser |
| Keystone National Group, LLC | Dallas, TX | Salt Lake City, UT | SEC-registered investment adviser |
| Kingswood Wealth Advisors, LLC | Dallas, TX | San Diego, CA | SEC-registered investment adviser |
| KKR Credit Advisors (US) LLC | Dallas, TX | San Francisco, CA | SEC-registered investment adviser |
| Kohlberg Kravis Roberts & Co. L.P. | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Krilogy | Dallas, TX | St. Louis, MO | SEC-registered investment adviser |
| LCG Associates, Inc. | Dallas, TX | Atlanta, GA | SEC-registered investment adviser |
| Lee Equity Partners, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Lendistry Capital Partners, LLC | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| Lido | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| Lifestyle Asset Management, Inc. | Dallas, TX | Friendswood, TX | SEC-registered investment adviser |
| Lombard Advisers Incorporated | Chico, TX | Baltimore, MD | SEC-registered investment adviser |
| Lonestar Registered Investment Advisors, LLC | Dallas, TX | Lubbock, TX | SEC-registered investment adviser |
| Longford Capital | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| LPL Financial LLC | Dallas, TX | Fort Mill, SC | SEC-registered investment adviser |
| Lument Investment Management, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Lynwood Price Capital Management LP | Dallas, TX | Austin, TX | SEC-registered investment adviser |
| M Financial Asset Management, Inc. | Dallas, TX | Portland, OR | SEC-registered investment adviser |
| M Financial Investment Advisers Inc | Dallas, TX | Portland, OR | SEC-registered investment adviser |
| M Holdings Securities, Inc. | Dallas, TX | Portland, OR | SEC-registered investment adviser |
| MAI Capital Management, LLC | Dallas, TX | Cleveland, OH | SEC-registered investment adviser |
| Manteio Capital LLC | Southlake, TX | Jersey City, NJ | SEC-registered investment adviser |
| Manulife Investment Management Private Markets (US) LLC | Dallas, TX | Boston, MA | SEC-registered investment adviser |
| Mariner | Plano, TX | Overland Park, KS | SEC-registered investment adviser |
| Mariner Independent | Dallas, TX | Overland Park, KS | SEC-registered investment adviser |
| Mariner Institutional, LLC | Plano, TX | Winter Park, FL | SEC-registered investment adviser |
| Matter Family Office | Dallas, TX | St Louis, MO | SEC-registered investment adviser |
| Mercer Global Advisors Inc. | Dallas, TX | Denver, CO | SEC-registered investment adviser |
| Mercer Investments LLC | Dallas, TX | Boston, MA | SEC-registered investment adviser |
| Meridian Wealth Management, LLC | Allen, TX | Lexington, KY | SEC-registered investment adviser |
| Merit Financial Advisors | Frisco, TX | Alpharetta, GA | SEC-registered investment adviser |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco, TX | New York, NY | SEC-registered investment adviser |
| Metlife Investment Management, LLC | Dallas, TX | Whippany, NJ | SEC-registered investment adviser |
| Millennium Management LLC | Addison, TX | New York, NY | SEC-registered investment adviser |
| Mission Wealth Management, LP | Plano, TX | Santa Barbara, CA | SEC-registered investment adviser |
| MMA Securities LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Moisand Fitzgerald Tamayo, LLC | Plano, TX | Orlando, FL | SEC-registered investment adviser |
| Money Concepts Advisory Service | Fort Worth, TX | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Monograph Capital Advisors (UK), LLP | Fort Worth, TX | London, United Kingdom | Exempt reporting adviser |
| Monograph Capital Advisors, L.P. | Fort Worth, TX | San Francisco, CA | Exempt reporting adviser |
| MSD Partners, L.P. | Dallas, TX | New York, NY | SEC-registered investment adviser |
| MSH Capital Advisors LLC | Dallas, TX | Scottsdale, AZ | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Irving, TX | Omaha, NE | SEC-registered investment adviser |
| MWA Financial Services, Inc. | Dallas, TX | Rock Island, IL | SEC-registered investment adviser |
| Neuberger Berman Investment Advisers LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| New Canaan Funding Mezzanine LLC | Southlake, TX | New Canaan, CT | Exempt reporting adviser |
| Newedge Advisors | Dallas, TX | New Orleans, LA | SEC-registered investment adviser |
| NLG Capital LLC | Addison, TX | Montpelier, VT | SEC-registered investment adviser |
| NMS Capital Services, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Norcap Investment Management, L.P. | Dallas, TX | Austin, TX | SEC-registered investment adviser |
| Northcoast Asset Management LLC | Dallas, TX | Stamford, CT | SEC-registered investment adviser |
| Northern Trust Investments, Incorporated | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Northern Trust Securities, Inc | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Nova Wealth Management, Inc. | Dallas, TX | Bonita Springs, FL | SEC-registered investment adviser |
| Nuveen Alternatives Advisors LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| NXT Capital Investment Advisers, LLC | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| NYL Investors LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Oaktree Capital Management, L.P. | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| Oaktree Fund Advisors, LLC | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| Obra Capital Management, LLC. | Irving, TX | New York, NY | SEC-registered investment adviser |
| Omnicap Group LLC | Dallas, TX | El Segundo, CA | SEC-registered investment adviser |
| One Capital Management, LLC | Plano, TX | Westlake Village, CA | SEC-registered investment adviser |
| Oneamerica Securities, Inc. | Plano, TX | Indianapolis, IN | SEC-registered investment adviser |
| Oneascent Investment Solutions, LLC | Frisco, TX | Birmingham, AL | SEC-registered investment adviser |
| Oneseven | Godley, TX | Beachwood, OH | SEC-registered investment adviser |
| Oppenheimer & Co. Inc. | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Oppenheimer Asset Management | Ft. Worth, TX | New York, NY | SEC-registered investment adviser |
| Orix Advisers, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Orleans Capital Management Corp | Dallas, TX | Mandeville, LA | SEC-registered investment adviser |
| Parallel Advisors, LLC | Coppell, TX | San Francisco, CA | SEC-registered investment adviser |
| Park Square Capital USA LP | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Partners Capital Investment Group, LLP | Dallas, TX | Boston, MA | SEC-registered investment adviser |
| PCM Encore, LLC | Addison, TX | Aspen, CO | SEC-registered investment adviser |
| PCM Management Advisor, LLC | Fort Worth, TX | Chagrin Falls, OH | SEC-registered investment adviser |
| Pennybacker Capital Management, LLC | Dallas, TX | Austin, TX | SEC-registered investment adviser |
| PFG Advisors | Dallas, TX | Phoenix, AZ | SEC-registered investment adviser |
| Pgim Private Placement Investors, L.P. | Dallas, TX | Newark, NJ | SEC-registered investment adviser |
| Pgim Real Estate Advisors LLC | Dallas, TX | Newark, NJ | SEC-registered investment adviser |
| Pgim, Inc. | Dallas, TX | Newark, NJ | SEC-registered investment adviser |
| Pharos Capital Group, LLC | Dallas, TX | Brentwood, TN | SEC-registered investment adviser |
| Phoenix Merchant Partners, LP | Dallas, TX | Rye, NY | SEC-registered investment adviser |
| Pinnacle Wealth Advisors | Fort Worth, TX | Clackamas, OR | SEC-registered investment adviser |
| Pioneer Wealth Management Group | Plano, TX | Austin, TX | SEC-registered investment adviser |
| Planmember Securities Corporation | Richardson, TX | Carpinteria, CA | SEC-registered investment adviser |
| PNC Capital Advisors LLC | Dallas, TX | Baltimore, MD | SEC-registered investment adviser |
| Pointer Management, LLC | Dallas, TX | Chattanooga, TN | SEC-registered investment adviser |
| Portfolio Advisors LLC | Dallas, TX | Darien, CT | SEC-registered investment adviser |
| Prairie Capital Management Group, LLC | Dallas, TX | Kansas City, MO | SEC-registered investment adviser |
| Precision Wealth Strategies, LLC | Dallas, TX | St. Louis, MO | SEC-registered investment adviser |
| Prime Capital Financial | Dallas, TX | Overland Park, KS | SEC-registered investment adviser |
| Princeton Equity Group | Dallas, TX | Princeton, NJ | SEC-registered investment adviser |
| Principal Securities, Inc. | Addison, TX | Des Moines, IA | SEC-registered investment adviser |
| Private Client Services, LLC | Ft Worth, TX | Louisville, KY | SEC-registered investment adviser |
| Procyon | Frisco, TX | Shelton, CT | SEC-registered investment adviser |
| Prosperity Wealth Planning LLC | Frisco, TX | Irvine, CA | SEC-registered investment adviser |
| Ptma Investment Advisors | Richardson, TX | Denver, CO | SEC-registered investment adviser |
| Ptma Investment Advisors | Richardson, TX | Naperville, IL | SEC-registered investment adviser |
| Quartz Partners Investment Management | Las Colinas, TX | Saratoga Springs, NY | SEC-registered investment adviser |
| Quincy Wells Advisors, LLC | Rockwall, TX | Chicago, IL | SEC-registered investment adviser |
| R.J. Cloud Advisors & Company | Dallas, TX | Bixby, OK | SEC-registered investment adviser |
| Rangewater Investment Management, LLC | Dallas, TX | Atlanta, GA | Exempt reporting adviser |
| RBC Capital Markets, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| RDST Capital LLC | Dallas, TX | Seattle, WA | SEC-registered investment adviser |
| Realta Investment Advisors, Inc | Dallas, TX | Wilmington, DE | SEC-registered investment adviser |
| Realterm | Dallas, TX | Annapolis, MD | SEC-registered investment adviser |
| Redhawk Wealth Advisors, Inc. | Alvarado, TX | Minneapolis, MN | SEC-registered investment adviser |
| Regent Properties | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| Related Fund Management, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Resmark Equity Partners, LLC | Addison, TX | Los Angeles, CA | SEC-registered investment adviser |
| Retire Agile | Mansfield, TX | Hermantown, MN | SEC-registered investment adviser |
| Retirement Investment Advisors Inc | Frisco, TX | Oklahoma City, OK | SEC-registered investment adviser |
| Retirement Plan Advisors, LLC | Frisco, TX | Chicago, IL | SEC-registered investment adviser |
| RFG Advisory, LLC | Flower Mound, TX | Vestavia Hills, AL | SEC-registered investment adviser |
| Ridgemont Partners Management, LLC | Dallas, TX | Charlotte, NC | SEC-registered investment adviser |
| Robert W. Baird & Co. Incorporated | Dallas, TX | Milwaukee, WI | SEC-registered investment adviser |
| Robinhood Asset Management | Westlake, TX | Menlo Park, CA | SEC-registered investment adviser |
| Rockefeller Capital Management | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Rockpoint | Dallas, TX | Boston, MA | SEC-registered investment adviser |
| Roosevelt Management Company LLC | Coppell, TX | New York, NY | SEC-registered investment adviser |
| Royal Fund Management, LLC | Allen, TX | Lady Lake, FL | SEC-registered investment adviser |
| RPR Financial | Prosper, TX | Overland Park, KS | SEC-registered investment adviser |
| Rreef America L.L.C. | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Rubric Capital Management LP | Southlake, TX | New York, NY | SEC-registered investment adviser |
| Sagespring Wealth Partners | Frisco, TX | Franklin, TN | SEC-registered investment adviser |
| Salem Partners Wealth Management, LLC | Southlake, TX | Los Angeles, CA | SEC-registered investment adviser |
| Samalin Wealth | Coppell, TX | Chappaqua, NY | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Dallas, TX | Miami, FL | SEC-registered investment adviser |
| Sanders Morris LLC | Dallas, TX | Houston, TX | SEC-registered investment adviser |
| Sanford C. Bernstein & Co., LLC | Dallas, TX | Nashville, TN | SEC-registered investment adviser |
| Savant Wealth Management | Dallas, TX | Rockford, IL | SEC-registered investment adviser |
| Schonfeld Strategic Advisors LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Schwab Wealth Advisory, Inc. | Westlake, TX | San Francisco, CA | SEC-registered investment adviser |
| SCS Capital Management LLC | Dallas, TX | Boston, MA | SEC-registered investment adviser |
| Secure Asset Management, L.L.C. | Argyle, TX | Troy, MI | SEC-registered investment adviser |
| Seia | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| Seniors Housing Fund Manager LLC | Dallas, TX | Toledo, OH | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Fort Worth, TX | Akron, OH | SEC-registered investment adviser |
| Signet Private Wealth, LLC | Southlake, TX | Chicago, IL | SEC-registered investment adviser |
| Silver Grove Advisory Services | Celina, TX | Orchard Park, NY | SEC-registered investment adviser |
| Simon Quick Advisors, LLC | Dallas, TX | Morristown, NJ | SEC-registered investment adviser |
| Simplicity Wealth | Farmers Branch, TX | Summit, NJ | SEC-registered investment adviser |
| Sizemore Capital Management, LLC | Dallas, TX | San Isidro, Peru | SEC-registered investment adviser |
| Softvest Advisors | Dallas, TX | Abilene, TX | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Southlake, TX | St. George, UT | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Dallas, TX | Fort Lauderdale, FL | SEC-registered investment adviser |
| Southstate Private Capital Management LLC | Dallas, TX | Columbia, SC | SEC-registered investment adviser |
| Star Mountain Fund Management, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| State Farm Investment Management Corp. | Carrollton, TX | Bloomington, IL | SEC-registered investment adviser |
| Steel Grove Capital Advisors, LLC | Dallas, TX | Memphis, TN | SEC-registered investment adviser |
| Stephens | Dallas, TX | Little Rock, AR | SEC-registered investment adviser |
| Sterling Investors LP | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Steward Partners Investment Advisory, LLC | Dallas, TX | Stamford, CT | SEC-registered investment adviser |
| Stifel, Nicolaus & Company, Incorporated | Dallas, TX | St Louis, MO | SEC-registered investment adviser |
| Stockbridge Capital Group, LLC | Plano, TX | San Francisco, CA | SEC-registered investment adviser |
| Stokes Family Office LLC | Dallas, TX | New Orleans, LA | SEC-registered investment adviser |
| Strategic Advisers LLC | Dallas, TX | Boston, MA | SEC-registered investment adviser |
| Strategic Financial Concepts, LLC | Ft Worth, TX | San Antonio, TX | SEC-registered investment adviser |
| Strategic Wealth Investment Group, LLC | Dallas, TX | Louisville, KY | SEC-registered investment adviser |
| Structured Wealth Management, Inc. | Haslet, TX | Toledo, OH | SEC-registered investment adviser |
| Summit Trail Advisors, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Summit Wealth Group, LLC | McKinney, TX | Tulsa, OK | SEC-registered investment adviser |
| Sunbelt Securities | Colleyville, TX | Houston, TX | SEC-registered investment adviser |
| Swan Wealth Advisors, LLC | Dallas, TX | Durango, CO | SEC-registered investment adviser |
| SWBC Investment Company | Dallas, TX | San Antonio, TX | SEC-registered investment adviser |
| TA Realty LLC | Dallas, TX | Boston, MA | SEC-registered investment adviser |
| Team Financial Strategies | Flower Mound, TX | Abilene, TX | SEC-registered investment adviser |
| The Ameriflex Group | Dallas, TX | Las Vegas, NV | SEC-registered investment adviser |
| The Mather Group, LLC | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| The Riverside Company | Dallas, TX | New York, NY | SEC-registered investment adviser |
| The Sterling Group, L.P. | Dallas, TX | Houston, TX | SEC-registered investment adviser |
| The Vistria Group, LP | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| The Wealth Boutique | Dallas, TX | Chester, NJ | SEC-registered investment adviser |
| Thoma Bravo | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Thorofare, LLC | Dallas, TX | El Segundo, CA | SEC-registered investment adviser |
| Thrivent Investment Management Inc. | Allen, TX | Minneapolis, MN | SEC-registered investment adviser |
| Thurston Springer Advisors | Dallas, TX | Indianapolis, IN | SEC-registered investment adviser |
| Tiedemann Advisors, LLC | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Titleist Asset Management, LLC | Colleyville, TX | San Antonio, TX | SEC-registered investment adviser |
| TLWM Financial | Arlington, TX | San Antonio, TX | SEC-registered investment adviser |
| TPG Angelo Gordon | Fort Worth, TX | New York, NY | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Arlington, TX | Scottsdale, AZ | SEC-registered investment adviser |
| Transamerica Financial Advisors, LLC | Plano, TX | Philadelphia, PA | SEC-registered investment adviser |
| TRANSCE3ND LLC | Dallas, TX | Buda, TX | SEC-registered investment adviser |
| TRB Wealth Management, LLC | Dallas, TX | Houston, TX | SEC-registered investment adviser |
| Trez Capital Fund Management Limited Partnership | Addison, TX | Vancouver, Bc, Canada | SEC-registered investment adviser |
| Triad Wealth Partners, LLC | Frisco, TX | Lawrence, KS | SEC-registered investment adviser |
| Truadvisors | Flower Mound, TX | Tampa, FL | SEC-registered investment adviser |
| Truehaven Capital | Richardson, TX | Franklin, TN | SEC-registered investment adviser |
| Tyree & D'Angelo Partners Management LP | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| U.S. Bancorp Asset Management, Inc. | Southlake, TX | Minneapolis, MN | SEC-registered investment adviser |
| UBS Financial Services Inc. | Dallas, TX | Weehawken, NJ | SEC-registered investment adviser |
| UBS Realty Investors LLC | Dallas, TX | Hartford, CT | SEC-registered investment adviser |
| UMB Financial Services, Inc. | Dallas, TX | Kansas City, MO | SEC-registered investment adviser |
| UMB Private Wealth Management, LLC | Dallas, TX | Overland Park, KS | SEC-registered investment adviser |
| United Capital Management of Kansas, Inc. | North Richland Hills, TX | Salina, KS | SEC-registered investment adviser |
| US Israel Gefen Capital Management Ltd | Dallas, TX | Herzliya Pituach, Israel | Exempt reporting adviser |
| USAA Investment Services Company | Plano, TX | San Antonio, TX | SEC-registered investment adviser |
| USI Advisors | Dallas, TX | Glastonbury, CT | SEC-registered investment adviser |
| Valic Financial Advisors, Inc. | Addison, TX | Houston, TX | SEC-registered investment adviser |
| Valley Wealth Strategies, LLC | Arlington, TX | Lodi, CA | SEC-registered investment adviser |
| Van Clemens Wealth Management, LLC | Dallas, TX | Minneapolis, MN | SEC-registered investment adviser |
| Vance Street Capital LLC | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| Vanguard Advisers, Inc. | Plano, TX | Malvern, PA | SEC-registered investment adviser |
| Veracity Capital LLC | Colleyville, TX | Atlanta, GA | SEC-registered investment adviser |
| Vercap Management LLC | Dallas, TX | Los Angeles, CA | SEC-registered investment adviser |
| Verition Fund Management LLC | Dallas, TX | Greenwich, CT | SEC-registered investment adviser |
| Verity Asset Management | Southlake, TX | Durham, NC | SEC-registered investment adviser |
| Versant Capital Management, Inc. | Dallas, TX | Phoenix, AZ | SEC-registered investment adviser |
| Verso Partners | Dallas, TX | San Francisco, CA | SEC-registered investment adviser |
| Vestgen Advisors, LLC | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
| Victory Financial | Godley, TX | Austin, TX | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Fort Worth, TX | Brentwood, TN | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Dallas, TX | Windsor, CT | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Westlake, TX | Cincinnati, OH | SEC-registered investment adviser |
| Warwick Investment Group, LLC | Dallas, TX | Oklahoma City, OK | SEC-registered investment adviser |
| Waterloo Capital | Dallas, TX | Austin, TX | SEC-registered investment adviser |
| WCM Investment Management | Dallas, TX | Laguna Beach, CA | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Addison, TX | Plymouth, MN | SEC-registered investment adviser |
| Wealthcare Capital Management LLC | Dallas, TX | Richmond, VA | SEC-registered investment adviser |
| Wealthtrust Asset Management, LLC | Plano, TX | Destin, FL | SEC-registered investment adviser |
| Weatherford Capital Management | Dallas, TX | Tampa, FL | SEC-registered investment adviser |
| Wedbush Securities Inc. | Dallas, TX | Pasadena, CA | SEC-registered investment adviser |
| Western Wealth Management LLC | Fort Worth, TX | Golden, CO | SEC-registered investment adviser |
| Westpark Wealth Advisors, Inc. | Dallas, TX | Houston, TX | SEC-registered investment adviser |
| Westshore Wealth | Coppell, TX | Newport Beach, CA | SEC-registered investment adviser |
| Whitaker-Myers Wealth Managers, Ltd. | Dallas, TX | Mansfield, OH | SEC-registered investment adviser |
| Xcelsior Advisor Partners LLC | Fort Worth, TX | Scottsdale, AZ | SEC-registered investment adviser |
| Yaupon Capital Management LP | Dallas, TX | New York, NY | SEC-registered investment adviser |
| Zacks Investment Management, Inc. | Dallas, TX | Chicago, IL | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 7 firms list an office in Dallas, TX on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Alere Planning LLC | Plano, TX | SEC-registered investment adviser |
| Benold Financial Planning | Prosper, TX | SEC-registered investment adviser |
| Black Knight Wealth Management, LLC | Arlington, TX | SEC-registered investment adviser |
| Clark Asset Management, LLC | Arlington, TX | SEC-registered investment adviser |
| Cloudform Strategies | Dallas, TX | Exempt reporting adviser |
| Provision Asset, LLC | Denton, TX | SEC-registered investment adviser |
| Valley View Consulting LLC | Cedar Hill, TX | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Dallas, TX, headquartered elsewhere. https://advisorcensus.com/advisors/tx/dallas/branch-offices https://advisorcensus.com/advisors/tx/dallas/branch-offices