AdvisorCensus / Financial advisors / Texas / Dallas, TX / Raymond James Financial Services, Inc.
Financial advisors in Dallas, TX using Raymond James Financial Services, Inc.
3 SEC-registered investment advisory firms headquartered in the Dallas, TX metro area name Raymond James Financial Services, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Allred Harris Wealth Management. | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| GDS Wealth Management | Flower Mound | SEC-registered investment adviser | $1 billion to $5 billion |
| Silver Lake Capital Partners | 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. Raymond James Financial Services, Inc. nationwide
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