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AdvisorCensus / Financial advisors / Texas / Dallas, TX / BNY Mellon Securities Corporation

Financial advisors in Dallas, TX using BNY Mellon Securities Corporation

5 SEC-registered investment advisory firms headquartered in the Dallas, TX metro area name BNY Mellon Securities Corporation as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Dallas, TX ยท How this list is built

FirmCityRegistrationAssets band
Barrow Hanley Global InvestorsDallasSEC-registered investment adviserOver $5 billion
Bowie Capital Management, LLCRichardsonSEC-registered investment adviser$1 billion to $5 billion
REB Capital Management, LLCDallasSEC-registered investment adviser$100 million to $500 million
Roosevelt Capital Management LLCDallasSEC-registered investment adviser$1 billion to $5 billion
Socorro Asset ManagementDallasSEC-registered investment adviser$100 million to $500 million

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. BNY Mellon Securities Corporation nationwide

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AdvisorCensus. Financial advisors in Dallas, TX using BNY Mellon Securities Corporation. https://advisorcensus.com/advisors/tx/dallas/custodians/bny-mellon-securities
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