AdvisorCensus / Financial advisors / Texas / Dallas, TX / Raymond James & Associates, Inc.
Financial advisors in Dallas, TX using Raymond James & Associates, Inc.
12 SEC-registered investment advisory firms headquartered in the Dallas, TX metro area name Raymond James & Associates, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Ascentis Independent Advisors, LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Greenfield Seitz Capital Management, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Integrated Advisors Network LLC | Dallas | SEC-registered investment adviser | Over $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 |
| McElhenny Sheffield Capital Management, LLC | Dallas | SEC-registered investment adviser | $500 million to $1 billion |
| Palogic Value Management, L.P. | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Parkway Wealth Management Group, LLC | Plano | SEC-registered investment adviser | $1 billion to $5 billion |
| Redwood Family Wealth LLC | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Scherer Financial Advisory Services, LLC | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Schlegel Dunn LLC | Plano | SEC-registered investment adviser | $100 million to $500 million |
| Texas Capital Bank Private Wealth Advisors | Dallas | 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. Raymond James & Associates, Inc. nationwide
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