AdvisorCensus / Financial advisors / Texas / Dallas, TX / Charles Schwab
Financial advisors in Dallas, TX using Charles Schwab
169 SEC-registered investment advisory firms headquartered in the Dallas, TX metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 9823 Capital, LP | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Ackerman Capital Management | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| ACT Wealth Management, LLC | Allen | SEC-registered investment adviser | $500 million to $1 billion |
| Advisor Resource Council | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Annandale Capital, LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Apeiron | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Applewhite & Buys Financial Advisors | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Ascentis Independent Advisors, LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Aspen Wealth Management, LLC | Fort Worth | SEC-registered investment adviser | $500 million to $1 billion |
| Austerra Wealth Management LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Autumn Glory Partners, LLC | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Balefire, LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Bannerman Wealth | Lewisville | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Financial Group | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Beaird Harris | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Birnam Wood Capital, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Bland Garvey Wealth Advisors, LLC | Richardson | SEC-registered investment adviser | $100 million to $500 million |
| Bowie Capital Management, LLC | Richardson | SEC-registered investment adviser | $1 billion to $5 billion |
| Brazos Wealth Advisors LLC | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| Bright Wealth Management, LLC | Lewisville | SEC-registered investment adviser | $100 million to $500 million |
| Burford Brothers, Inc. | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Cain, Watters & Associates, LLC | Frisco | SEC-registered investment adviser | Over $5 billion |
| Capital Advisory Group, Inc. | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Capital Ideas | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Castleview Partners, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Certified Financial Strategies Corporation | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| CFO4LIFE | Coppell | SEC-registered investment adviser | $1 billion to $5 billion |
| Clear Sky Financial, LP | Prosper | SEC-registered investment adviser | $100 million to $500 million |
| CMG Wealth Management | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Collective Wealth Advisors LLC | Coppell | SEC-registered investment adviser | $100 million to $500 million |
| Complete Wealth Management, LLC | Denton | SEC-registered investment adviser | $100 million to $500 million |
| Coppell Advisory Solutions LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Corus Family Wealth Advisors, Inc. | McKinney | SEC-registered investment adviser | $500 million to $1 billion |
| Crescent Advisor Group, Inc. | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Cultivar Capital, Inc. | Denton | SEC-registered investment adviser | $100 million to $500 million |
| Cypress Point Wealth Management, LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Dash Investments | Plano | SEC-registered investment adviser | $500 million to $1 billion |
| Delos Private Client Group, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| DFS Advisory | Denton | SEC-registered investment adviser | $100 million to $500 million |
| Diesslin Group, Inc. | Fort Worth | SEC-registered investment adviser | $500 million to $1 billion |
| Double Eagle Wealth Management LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Eagle Financial Advisors, LLC | Frisco | SEC-registered investment adviser | $100 million to $500 million |
| EQ Wealth Advisors | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Eubank, Hutson & Associates, LLC | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Farris Capital Management Inc. | Carrollton | SEC-registered investment adviser | $100 million to $500 million |
| Fireside Capital Advisors | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Fisher Investments | Plano | SEC-registered investment adviser | Over $5 billion |
| Fluent Financial, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Fulcrum Wealth Management | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Garnett Advisors, LLC | Denton | SEC-registered investment adviser | $100 million to $500 million |
| Generational Wealth Advisors | Richardson | SEC-registered investment adviser | $500 million to $1 billion |
| Gerald Baker Financial Group, L.l.c.dba Baker Financial Services | Arlington | SEC-registered investment adviser | $500 million to $1 billion |
| Guidestone Advisors | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Halcyon Global Advisors | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Harlow Capital Management LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Hartmann Taylor Wealth Management, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Heritage Retirement Advisors, LLC | Colleyville | SEC-registered investment adviser | $100 million to $500 million |
| Holt Capital Partners, L.P. | Fort Worth | SEC-registered investment adviser | $1 billion to $5 billion |
| Howard Financial Services, Ltd. | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Insight Wealth Partners | Plano | SEC-registered investment adviser | $1 billion to $5 billion |
| Integrated Advisors Network LLC | Dallas | SEC-registered investment adviser | Over $5 billion |
| Integrity Advisory Solutions | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| ISC Advisors, Inc. | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| J.E. Simmons & Co., P.C. | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| J.K. Financial, Inc. | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Keener Financial Planning | Keller | SEC-registered investment adviser | $100 million to $500 million |
| Kingstone Capital Partners Texas, LLC | Frisco | SEC-registered investment adviser | $100 million to $500 million |
| Kopion Asset Management, LLC | McKinney | SEC-registered investment adviser | $100 million to $500 million |
| Leap Wealth Management | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Lear Investment Management | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Lee Financial Company, LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Legacy Consulting Group | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Lemnis Capital | Richardson | SEC-registered investment adviser | $25 million to $100 million |
| Leo Wealth Americas, LLC | Hurst | SEC-registered investment adviser | $500 million to $1 billion |
| Level Four Advisory Services | Dallas | SEC-registered investment adviser | Over $5 billion |
| Level Four Capital Management | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Lexington Hill Partners, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| LGT Financial Advisors LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Lifetime Wealth Management P.C. | Rockwall | SEC-registered investment adviser | $100 million to $500 million |
| Lifeway Financial Corporation | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Lummis Asset Management, L.P. | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| Luther King Capital Management Corporation | Fort Worth | SEC-registered investment adviser | Over $5 billion |
| Madden Asset Management | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| McElhenny Sheffield Capital Management, LLC | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Michels Family Financial, LLC | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| Miller Global Investments, L.L.C. | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Mills Wealth Advisors, LLC | Southlake | SEC-registered investment adviser | $500 million to $1 billion |
| Moffatt Financial Strategies | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| Moss, Luse & Womble, LLC | Plano | SEC-registered investment adviser | $500 million to $1 billion |
| Murphy & Sylvest | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Mytimeequity | Plano | SEC-registered investment adviser | $100 million to $500 million |
| New Dimensions Wealth Management, L.L.C. | Allen | SEC-registered investment adviser | $100 million to $500 million |
| NFWM | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Nolet Wealth Management, LLC | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| Northill Aims, LLC | Richardson | SEC-registered investment adviser | $100 million to $500 million |
| Openair Financial, LLC | Southlake | SEC-registered investment adviser | $100 million to $500 million |
| Optima Asset Management Inc | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Optimus Capital Advisors, LLC | Coppell | SEC-registered investment adviser | $100 million to $500 million |
| Orchid Advisory | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Orser Capital Management LLC | Southlake | SEC-registered investment adviser | $100 million to $500 million |
| Overridge Wealth Advisors | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| Paratus Financial, Inc. | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Pathway Wealth Management, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Peak American Investment Advisors, Inc. | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Penn Davis McFarland Inc | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Perryman Financial Advisory, Inc. | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Pingora Partners LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| PMG Family Office, LLC | Plano | SEC-registered investment adviser | $100 million to $500 million |
| PMV Capital Advisers, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Prestige Wealth Management | Southlake | SEC-registered investment adviser | $100 million to $500 million |
| Principia Wealth Advisory, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Probity Advisors, Inc. | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Provident Financial Planning, LLC | Addison | SEC-registered investment adviser | $100 million to $500 million |
| Purewater Capital, LLC | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| Quadcap Wealth Management, LLC | Frisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Relevance Capital Management | Denton | SEC-registered investment adviser | $100 million to $500 million |
| Revere Asset | Allen | SEC-registered investment adviser | $100 million to $500 million |
| RFG Wealth Advisory | Argyle | SEC-registered investment adviser | $100 million to $500 million |
| Riverchase Wealth Management, LLC | Flower Mound | SEC-registered investment adviser | $100 million to $500 million |
| Rockwall Wealth Management | Rockwall | SEC-registered investment adviser | $100 million to $500 million |
| Rogers Wealth Group, Inc. | Fort Worth | SEC-registered investment adviser | $1 billion to $5 billion |
| Roosevelt Capital Management LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Roserock Wealth Management, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| RWR Investments LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Rydar Equities, Inc. | Weatherford | SEC-registered investment adviser | $100 million to $500 million |
| S&S Wealth Management | Grand Prairie | SEC-registered investment adviser | $100 million to $500 million |
| Saddock Wealth, LLC | Dallas | SEC-registered investment adviser | $25 million to $100 million |
| Schulz Wealth, Ltd. | Mansfield | SEC-registered investment adviser | $100 million to $500 million |
| SFMG Wealth Advisors | Plano | SEC-registered investment adviser | $1 billion to $5 billion |
| SK Advisor Network, LLC | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Solutions 4 Wealth | Southlake | SEC-registered investment adviser | $100 million to $500 million |
| Soundwatch Capital, LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Spectrum Advisors, Inc. | Plano | SEC-registered investment adviser | $100 million to $500 million |
| ST. James Investment Company, LLC | Southlake | SEC-registered investment adviser | $500 million to $1 billion |
| Storehouse Financial LLC | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| Strategic Financial Planning, Inc. | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Strategic Portfolio Solutions, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Strive Asset Management | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Styre Wealth | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| SWMG, LLC | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| Symmetry Capital Advisors LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Tectonic Advisors LLC | Frisco | SEC-registered investment adviser | Over $5 billion |
| Tevis Investment Management, LLC | Plano | SEC-registered investment adviser | $100 million to $500 million |
| TFR Capital | Plano | SEC-registered investment adviser | $100 million to $500 million |
| The Gardner Group | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| The Watchman Group, Inc. | Plano | SEC-registered investment adviser | $500 million to $1 billion |
| Three Bell Capital LLC | Dallas | SEC-registered investment adviser | Over $5 billion |
| TKC Wealth Management LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Trinity Investment Management, LLC | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| True North Advisors, LLC | Dallas | SEC-registered investment adviser | Over $5 billion |
| Turtle Creek Wealth Advisors, LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| United Advisors America | Prosper | SEC-registered investment adviser | $100 million to $500 million |
| United Capital Financial Advisors | Irving | SEC-registered investment adviser | Over $5 billion |
| Uptown Capital Advisors | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Valinor Wealth Management | Plano | SEC-registered investment adviser | $500 million to $1 billion |
| Vann Equity Management LLC | Plano | SEC-registered investment adviser | $100 million to $500 million |
| View Capital RIA, LP | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Wallace Capital Management, Inc. | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Waterford Capital Investment Advisory Services LLC | Addison | SEC-registered investment adviser | $100 million to $500 million |
| Wave Wealth Management, LLC | Frisco | SEC-registered investment adviser | $100 million to $500 million |
| Westmont Advisory, LLC | Flower Mound | SEC-registered investment adviser | $100 million to $500 million |
| Westwood Wealth Management | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Wisdom Index Advisors | Prosper | SEC-registered investment adviser | $100 million to $500 million |
| Wisniewski Wealth Management | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Womack Financial LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Worth Asset Management | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Worth Financial Group Inc. | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| WPA Family Office, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Wpwealth LLP | Fort Worth | SEC-registered investment adviser | $1 billion to $5 billion |
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. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Dallas, TX using Charles Schwab. https://advisorcensus.com/advisors/tx/dallas/custodians/charles-schwab https://advisorcensus.com/advisors/tx/dallas/custodians/charles-schwab