AdvisorCensus / Financial advisors / Texas / Dallas, TX / Wells Fargo Clearing Services, LLC
Financial advisors in Dallas, TX using Wells Fargo Clearing Services, LLC
8 SEC-registered investment advisory firms headquartered in the Dallas, TX metro area name Wells Fargo Clearing Services, LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Capital Ideas | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| First Dallas Securities, Inc. | Dallas | SEC-registered investment adviser | $100 million to $500 million |
| Hodges Capital Management Inc | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Prospera Financial Services, Inc. | Dallas | SEC-registered investment adviser | Over $5 billion |
| Rhodes Investment Advisors, Inc. | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| Roosevelt Capital Management LLC | Dallas | SEC-registered investment adviser | $1 billion to $5 billion |
| Shelton Wealth Management, LLC | Fort Worth | SEC-registered investment adviser | $100 million to $500 million |
| Trinity Investment Management, LLC | 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. Wells Fargo Clearing Services, LLC nationwide
Cite this page
AdvisorCensus. Financial advisors in Dallas, TX using Wells Fargo Clearing Services, LLC. https://advisorcensus.com/advisors/tx/dallas/custodians/wells-fargo-clearing-services https://advisorcensus.com/advisors/tx/dallas/custodians/wells-fargo-clearing-services