AdvisorCensus / Financial advisors / Texas / Dallas, TX / LPL Financial LLC
Financial advisors in Dallas, TX using LPL Financial LLC
7 SEC-registered investment advisory firms headquartered in the Dallas, TX metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Advisor Resource Council | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Bentoak Capital | Weatherford | SEC-registered investment adviser | $500 million to $1 billion |
| BFI Wealth Solutions, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Dean, Jacobson Financial Services | Fort Worth | SEC-registered investment adviser | $500 million to $1 billion |
| Moffatt Financial Strategies | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| Strategic Wealth Management, LLC | Bedford | SEC-registered investment adviser | $100 million to $500 million |
| Thirteen Twenty-Two Advisors | Fort Worth | 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. LPL Financial LLC nationwide
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AdvisorCensus. Financial advisors in Dallas, TX using LPL Financial LLC. https://advisorcensus.com/advisors/tx/dallas/custodians/lpl-financial https://advisorcensus.com/advisors/tx/dallas/custodians/lpl-financial