AdvisorCensus / Financial advisors / Texas / Dallas, TX / JPMorgan Chase
Financial advisors in Dallas, TX using JPMorgan Chase
15 SEC-registered investment advisory firms headquartered in the Dallas, TX metro area name JPMorgan Chase as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| American Beacon Advisors, Inc. | Irving | SEC-registered investment adviser | Over $5 billion |
| Blueheel LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Bowie Capital Management, LLC | Richardson | SEC-registered investment adviser | $1 billion to $5 billion |
| Catalyst Strategic Solutions | Plano | SEC-registered investment adviser | Over $5 billion |
| Duration Asset Management, LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Fifth Force Management | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Garnett Advisors, LLC | Denton | SEC-registered investment adviser | $100 million to $500 million |
| HBK Capital Management | Dallas | SEC-registered investment adviser | Over $5 billion |
| Ormonde Investment Management, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Roosevelt Capital Management LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| RR Advisors, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Sixth Street Advisers, LLC | Dallas | SEC-registered investment adviser | Over $5 billion |
| Snowcap Capital Management | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Tailwind Advisors | Fort Worth | SEC-registered investment adviser | $1 billion to $5 billion |
| Westwood Management Corp | Dallas | SEC-registered investment adviser | Over $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. JPMorgan Chase nationwide
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AdvisorCensus. Financial advisors in Dallas, TX using JPMorgan Chase. https://advisorcensus.com/advisors/tx/dallas/custodians/jpmorgan-chase https://advisorcensus.com/advisors/tx/dallas/custodians/jpmorgan-chase