# Financial advisors for businesses in Dallas, TX

> AdvisorCensus lists 197 investment advisory firms with a principal office in the Dallas metro area that report businesses among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/dallas/for-businesses

## At a glance

- Investment advisory firms: 197
- Registration: SEC-registered investment adviser: 140, State-registered investment adviser: 57
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 59 (30%); Percentage of assets 187 (95%); Hourly charges 78 (40%); Subscription fees (newsletter or periodical) 4 (2%); Fixed fees 123 (62%); Commissions 8 (4%); Performance-based fees 45 (23%); Other 23 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 19 (10%); $25 million to $100 million 28 (14%); $100 million to $500 million 66 (34%); $500 million to $1 billion 24 (12%); $1 billion to $5 billion 36 (18%); Over $5 billion 17 (9%); Not reported 7 (4%)
- Years registered: Under 5 years 54 (27%); 5 to 9 years 52 (26%); 10 to 19 years 47 (24%); 20 years or more 43 (22%); Not reported 1 (1%)

## Firms (page 1 of 4, 1 to 50 of 197, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [9823 Capital, LP](https://advisorcensus.com/firm/9823-capital-lp-dallas-tx-324329) ([md](https://advisorcensus.com/firm/9823-capital-lp-dallas-tx-324329.md)) | 324329 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Performance fee |
| [Aceeda Wealth Management, Inc.](https://advisorcensus.com/firm/aceeda-wealth-management-inc-plano-tx-334893) ([md](https://advisorcensus.com/firm/aceeda-wealth-management-inc-plano-tx-334893.md)) | 334893 | Plano, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Performance fee |
| [Addie Capital](https://advisorcensus.com/firm/addie-capital-dallas-tx-282144) ([md](https://advisorcensus.com/firm/addie-capital-dallas-tx-282144.md)) | 282144 | Dallas, TX | State-registered investment adviser | Not reported | 10 | Fixed fee |
| [Advisor Resource Council](https://advisorcensus.com/firm/advisor-resource-council-dallas-tx-164109) ([md](https://advisorcensus.com/firm/advisor-resource-council-dallas-tx-164109.md)) | 164109 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee |
| [Align Financial Advisors, LLC](https://advisorcensus.com/firm/align-financial-advisors-llc-mckinney-tx-333905) ([md](https://advisorcensus.com/firm/align-financial-advisors-llc-mckinney-tx-333905.md)) | 333905 | McKinney, TX | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Allred Harris Wealth Management.](https://advisorcensus.com/firm/allred-harris-wealth-management-dallas-tx-297533) ([md](https://advisorcensus.com/firm/allred-harris-wealth-management-dallas-tx-297533.md)) | 297533 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [American Beacon Advisors, Inc.](https://advisorcensus.com/firm/american-beacon-advisors-inc-irving-tx-105552) ([md](https://advisorcensus.com/firm/american-beacon-advisors-inc-irving-tx-105552.md)) | 105552 | Irving, TX | SEC-registered investment adviser | Over $5 billion | 39 | % of assets |
| [Annandale Capital, LLC](https://advisorcensus.com/firm/annandale-capital-llc-dallas-tx-136667) ([md](https://advisorcensus.com/firm/annandale-capital-llc-dallas-tx-136667.md)) | 136667 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee, Performance fee |
| [Artham Advisors](https://advisorcensus.com/firm/artham-advisors-dallas-tx-318709) ([md](https://advisorcensus.com/firm/artham-advisors-dallas-tx-318709.md)) | 318709 | Dallas, TX | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Ascentis Independent Advisors, LLC](https://advisorcensus.com/firm/ascentis-independent-advisors-llc-dallas-tx-322879) ([md](https://advisorcensus.com/firm/ascentis-independent-advisors-llc-dallas-tx-322879.md)) | 322879 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee, Other |
| [Ascentis Wealth Management, LLC](https://advisorcensus.com/firm/ascentis-wealth-management-llc-dallas-tx-330923) ([md](https://advisorcensus.com/firm/ascentis-wealth-management-llc-dallas-tx-330923.md)) | 330923 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Other |
| [Aspen Creek Wealth Management, LLC](https://advisorcensus.com/firm/aspen-creek-wealth-management-llc-southlake-tx-160649) ([md](https://advisorcensus.com/firm/aspen-creek-wealth-management-llc-southlake-tx-160649.md)) | 160649 | Southlake, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [Aspen Wealth Management, LLC](https://advisorcensus.com/firm/aspen-wealth-management-llc-fort-worth-tx-159594) ([md](https://advisorcensus.com/firm/aspen-wealth-management-llc-fort-worth-tx-159594.md)) | 159594 | Fort Worth, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly |
| [Assetbuilder, Inc.](https://advisorcensus.com/firm/assetbuilder-inc-allen-tx-142665) ([md](https://advisorcensus.com/firm/assetbuilder-inc-allen-tx-142665.md)) | 142665 | Allen, TX | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Fixed fee |
| [Autumn Glory Partners, LLC](https://advisorcensus.com/firm/autumn-glory-partners-llc-dallas-tx-288250) ([md](https://advisorcensus.com/firm/autumn-glory-partners-llc-dallas-tx-288250.md)) | 288250 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee, Other |
| [Balefire, LLC](https://advisorcensus.com/firm/balefire-llc-dallas-tx-168733) ([md](https://advisorcensus.com/firm/balefire-llc-dallas-tx-168733.md)) | 168733 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Bannerman Wealth](https://advisorcensus.com/firm/bannerman-wealth-lewisville-tx-284677) ([md](https://advisorcensus.com/firm/bannerman-wealth-lewisville-tx-284677.md)) | 284677 | Lewisville, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Barrow Hanley Global Investors](https://advisorcensus.com/firm/barrow-hanley-global-investors-dallas-tx-105519) ([md](https://advisorcensus.com/firm/barrow-hanley-global-investors-dallas-tx-105519.md)) | 105519 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 38 | % of assets, Performance fee |
| [Beaird Harris](https://advisorcensus.com/firm/beaird-harris-dallas-tx-107238) ([md](https://advisorcensus.com/firm/beaird-harris-dallas-tx-107238.md)) | 107238 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Fixed fee |
| [Bentoak Capital](https://advisorcensus.com/firm/bentoak-capital-weatherford-tx-173563) ([md](https://advisorcensus.com/firm/bentoak-capital-weatherford-tx-173563.md)) | 173563 | Weatherford, TX | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [BFG Wealth Management LLC](https://advisorcensus.com/firm/bfg-wealth-management-llc-dallas-tx-299406) ([md](https://advisorcensus.com/firm/bfg-wealth-management-llc-dallas-tx-299406.md)) | 299406 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Bios Research](https://advisorcensus.com/firm/bios-research-fort-worth-tx-163720) ([md](https://advisorcensus.com/firm/bios-research-fort-worth-tx-163720.md)) | 163720 | Fort Worth, TX | State-registered investment adviser | Not reported | 14 | Subscription |
| [Birnam Wood Capital, LLC](https://advisorcensus.com/firm/birnam-wood-capital-llc-dallas-tx-269897) ([md](https://advisorcensus.com/firm/birnam-wood-capital-llc-dallas-tx-269897.md)) | 269897 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Bland Garvey Wealth Advisors, LLC](https://advisorcensus.com/firm/bland-garvey-wealth-advisors-llc-richardson-tx-140066) ([md](https://advisorcensus.com/firm/bland-garvey-wealth-advisors-llc-richardson-tx-140066.md)) | 140066 | Richardson, TX | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly |
| [Blueheel LLC](https://advisorcensus.com/firm/blueheel-llc-dallas-tx-331771) ([md](https://advisorcensus.com/firm/blueheel-llc-dallas-tx-331771.md)) | 331771 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Bolgiano Capital Management](https://advisorcensus.com/firm/bolgiano-capital-management-midlothian-tx-148654) ([md](https://advisorcensus.com/firm/bolgiano-capital-management-midlothian-tx-148654.md)) | 148654 | Midlothian, TX | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [BOX Financial Advisors, LLC](https://advisorcensus.com/firm/box-financial-advisors-llc-grapevine-tx-155623) ([md](https://advisorcensus.com/firm/box-financial-advisors-llc-grapevine-tx-155623.md)) | 155623 | Grapevine, TX | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee, Performance fee |
| [Brazos Wealth Advisors LLC](https://advisorcensus.com/firm/brazos-wealth-advisors-llc-fort-worth-tx-323508) ([md](https://advisorcensus.com/firm/brazos-wealth-advisors-llc-fort-worth-tx-323508.md)) | 323508 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Bright Wealth Management, LLC](https://advisorcensus.com/firm/bright-wealth-management-llc-lewisville-tx-169771) ([md](https://advisorcensus.com/firm/bright-wealth-management-llc-lewisville-tx-169771.md)) | 169771 | Lewisville, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Other |
| [Broadmark Asset Management LLC](https://advisorcensus.com/firm/broadmark-asset-management-llc-dallas-tx-109422) ([md](https://advisorcensus.com/firm/broadmark-asset-management-llc-dallas-tx-109422.md)) | 109422 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Performance fee |
| [Burford Brothers, Inc.](https://advisorcensus.com/firm/burford-brothers-inc-dallas-tx-306574) ([md](https://advisorcensus.com/firm/burford-brothers-inc-dallas-tx-306574.md)) | 306574 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Canyon Capital Advisors LLC](https://advisorcensus.com/firm/canyon-capital-advisors-llc-dallas-tx-107922) ([md](https://advisorcensus.com/firm/canyon-capital-advisors-llc-dallas-tx-107922.md)) | 107922 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Performance fee |
| [Capital Ideas](https://advisorcensus.com/firm/capital-ideas-dallas-tx-114352) ([md](https://advisorcensus.com/firm/capital-ideas-dallas-tx-114352.md)) | 114352 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets |
| [Carrington Advisors, LLC](https://advisorcensus.com/firm/carrington-advisors-llc-dallas-tx-311522) ([md](https://advisorcensus.com/firm/carrington-advisors-llc-dallas-tx-311522.md)) | 311522 | Dallas, TX | State-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Caviness Wealth Management, LLC](https://advisorcensus.com/firm/caviness-wealth-management-llc-dallas-tx-172091) ([md](https://advisorcensus.com/firm/caviness-wealth-management-llc-dallas-tx-172091.md)) | 172091 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Certified Financial Strategies Corporation](https://advisorcensus.com/firm/certified-financial-strategies-corporation-dallas-tx-114361) ([md](https://advisorcensus.com/firm/certified-financial-strategies-corporation-dallas-tx-114361.md)) | 114361 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [CFO4LIFE](https://advisorcensus.com/firm/cfo4life-coppell-tx-287600) ([md](https://advisorcensus.com/firm/cfo4life-coppell-tx-287600.md)) | 287600 | Coppell, TX | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee |
| [Civitas Capital Management, LLC](https://advisorcensus.com/firm/civitas-capital-management-llc-dallas-tx-319105) ([md](https://advisorcensus.com/firm/civitas-capital-management-llc-dallas-tx-319105.md)) | 319105 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee, Other |
| [Clare Market Investments, LLC](https://advisorcensus.com/firm/clare-market-investments-llc-dallas-tx-217515) ([md](https://advisorcensus.com/firm/clare-market-investments-llc-dallas-tx-217515.md)) | 217515 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [CMG Wealth Management](https://advisorcensus.com/firm/cmg-wealth-management-plano-tx-307513) ([md](https://advisorcensus.com/firm/cmg-wealth-management-plano-tx-307513.md)) | 307513 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [CMH Wealth Management](https://advisorcensus.com/firm/cmh-wealth-management-dallas-tx-325543) ([md](https://advisorcensus.com/firm/cmh-wealth-management-dallas-tx-325543.md)) | 325543 | Dallas, TX | State-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Collective Wealth Advisors LLC](https://advisorcensus.com/firm/collective-wealth-advisors-llc-coppell-tx-289157) ([md](https://advisorcensus.com/firm/collective-wealth-advisors-llc-coppell-tx-289157.md)) | 289157 | Coppell, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Commerce Street Investment Management](https://advisorcensus.com/firm/commerce-street-investment-management-dallas-tx-144278) ([md](https://advisorcensus.com/firm/commerce-street-investment-management-dallas-tx-144278.md)) | 144278 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Fixed fee, Performance fee, Other |
| [Coppell Advisory Solutions LLC](https://advisorcensus.com/firm/coppell-advisory-solutions-llc-dallas-tx-156549) ([md](https://advisorcensus.com/firm/coppell-advisory-solutions-llc-dallas-tx-156549.md)) | 156549 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [Cottonwood Capital Advisors](https://advisorcensus.com/firm/cottonwood-capital-advisors-irving-tx-322366) ([md](https://advisorcensus.com/firm/cottonwood-capital-advisors-irving-tx-322366.md)) | 322366 | Irving, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee |
| [Course 26, LLC](https://advisorcensus.com/firm/course-26-llc-fort-worth-tx-171325) ([md](https://advisorcensus.com/firm/course-26-llc-fort-worth-tx-171325.md)) | 171325 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Performance fee, Other |
| [Crescent Advisor Group, Inc.](https://advisorcensus.com/firm/crescent-advisor-group-inc-plano-tx-115974) ([md](https://advisorcensus.com/firm/crescent-advisor-group-inc-plano-tx-115974.md)) | 115974 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Crestline Management, L.P.](https://advisorcensus.com/firm/crestline-management-l-p-fort-worth-tx-122711) ([md](https://advisorcensus.com/firm/crestline-management-l-p-fort-worth-tx-122711.md)) | 122711 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Performance fee, Other |
| [Cypress Point Wealth Management, LLC](https://advisorcensus.com/firm/cypress-point-wealth-management-llc-dallas-tx-143771) ([md](https://advisorcensus.com/firm/cypress-point-wealth-management-llc-dallas-tx-143771.md)) | 143771 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Fixed fee |
| [Daniels & Erickson Financial Advisors, LLC](https://advisorcensus.com/firm/daniels-and-erickson-financial-advisors-llc-dallas-tx-119687) ([md](https://advisorcensus.com/firm/daniels-and-erickson-financial-advisors-llc-dallas-tx-119687.md)) | 119687 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee, Other |

- Next page: https://advisorcensus.com/advisors/tx/dallas/for-businesses/page/2.md

## Questions people ask

**Which financial advisors in Dallas, TX work with businesses?**
197 investment advisory firms with a principal office in the Dallas metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Dallas, TX?**
AdvisorCensus lists 1,076 investment advisory firms with a principal office in the Dallas metro area, from Form ADV filings as of October 2026: 484 SEC-registered, 308 state-registered, and 284 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Dallas, TX?**
206 of the 1,076 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Dallas, TX offer financial planning?**
397 of the 792 firms in Dallas, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Dallas, TX fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 206 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors for businesses in Dallas, TX: 197 firms from Form ADV filings as of October 2026.