AdvisorCensus / Financial advisors / Texas / Dallas, TX / Fidelity Investments
Financial advisors in Dallas, TX using Fidelity Investments
73 SEC-registered investment advisory firms headquartered in the Dallas, TX metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 1836 Asset Management, LLC | Garland | SEC-registered investment adviser | $100 million to $500 million |
| ACT Wealth Management, LLC | Allen | SEC-registered investment adviser | $500 million to $1 billion |
| Adams Asset Advisors LLC | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Aspenridge Wealth Advisors | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| Asset Preservation Group Inc | Grapevine | SEC-registered investment adviser | $100 million to $500 million |
| Astra Wealth Management Group | Plano | SEC-registered investment adviser | $1 billion to $5 billion |
| Autumn Glory Partners, LLC | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| 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 |
| Brookmont Capital Management | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Castleview Partners, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| CFO4LIFE | Coppell | SEC-registered investment adviser | $1 billion to $5 billion |
| Clare Market Investments, LLC | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Commerce Street Investment Management | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Concorde Investment Management | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Corps Capital Advisors, LLC | Southlake | SEC-registered investment adviser | $100 million to $500 million |
| Cottonwood Capital Advisors | Irving | SEC-registered investment adviser | $100 million to $500 million |
| Cravens Brothers Private Wealth Management LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Cypress Point Wealth Management, LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Daniels & Erickson Financial Advisors, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Double Eagle Family Offices, LLC | Fort Worth | SEC-registered investment adviser | $1 billion to $5 billion |
| Eagle Financial Advisors, LLC | Frisco | SEC-registered investment adviser | $100 million to $500 million |
| Farris Capital Management Inc. | Carrollton | SEC-registered investment adviser | $100 million to $500 million |
| Fisher Investments | Plano | SEC-registered investment adviser | Over $5 billion |
| Focus 401 (K) Group, LLC | Addison | SEC-registered investment adviser | $100 million to $500 million |
| Fulcrum Wealth Management | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Generational Wealth Advisors | Richardson | SEC-registered investment adviser | $500 million to $1 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 |
| 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 |
| 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 |
| Mack & Co. Partners, LP | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Miai, Inc. | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Mytimeequity | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Navigo Wealth Management, LLC | Southlake | SEC-registered investment adviser | $100 million to $500 million |
| NFWM | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Nokomis Capital, L.L.C. | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Openair Financial, LLC | Southlake | SEC-registered investment adviser | $100 million to $500 million |
| Paradigm Advisors, LLC | Dallas | 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 |
| Probity Advisors, Inc. | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Quotient Wealth Partners, LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Requisite Capital Management LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Roosevelt Capital Management LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| 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 |
| Soundwatch Capital, LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Steadtrust | Allen | SEC-registered investment adviser | $500 million to $1 billion |
| Stonebridge Wealth Management, LLC | Frisco | SEC-registered investment adviser | $100 million to $500 million |
| Strata Wealth Advisors, LLC | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Strategic Financial Planning, Inc. | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Strategic Wealth Planning | Richardson | SEC-registered investment adviser | $100 million to $500 million |
| Succession Financial, Inc | McKinney | SEC-registered investment adviser | $100 million to $500 million |
| Tailwind Advisors | Fort Worth | SEC-registered investment adviser | $1 billion to $5 billion |
| Texas Capital Bank Private Wealth Advisors | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| The Capital Chart Room, Ltd | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| The Gardner Group | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| TL Private Wealth | Southlake | SEC-registered investment adviser | $100 million to $500 million |
| Trinity Portfolio Advisors, LLC | Southlake | SEC-registered investment adviser | $500 million to $1 billion |
| True North Advisors, LLC | Dallas | SEC-registered investment adviser | Over $5 billion |
| Turtle Creek Trust | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| United Capital Financial Advisors | Irving | SEC-registered investment adviser | Over $5 billion |
| Vaquero Private Wealth, Ltd. | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Wallace Capital Management, Inc. | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Wealthstar Advisors, LLC | Plano | SEC-registered investment adviser | $500 million to $1 billion |
| Westwood Wealth Management | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Worth Financial Group Inc. | Dallas | SEC-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. Fidelity Investments nationwide
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