# Financial advisors for charitable organizations in Dallas, TX

> Find financial advisors in Dallas, TX who work with charitable organizations. AdvisorCensus lists 176 investment advisory firms with a principal office in the Dallas metro area that report charitable organizations among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/dallas/for-charities/page/4

## At a glance

- Investment advisory firms: 176
- Registration: SEC-registered investment adviser: 140, State-registered investment adviser: 36
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 62 (35%); Percentage of assets 172 (98%); Hourly charges 76 (43%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 112 (64%); Commissions 5 (3%); Performance-based fees 34 (19%); Other 14 (8%)
- Regulatory assets under management (Item 5.F): Under $25 million 14 (8%); $25 million to $100 million 19 (11%); $100 million to $500 million 65 (37%); $500 million to $1 billion 24 (14%); $1 billion to $5 billion 38 (22%); Over $5 billion 14 (8%); Not reported 2 (1%)
- Years registered: Under 5 years 47 (27%); 5 to 9 years 41 (23%); 10 to 19 years 43 (24%); 20 years or more 45 (26%)

## Firms (page 4 of 4, 151 to 176 of 176, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [TFR Capital](https://advisorcensus.com/firm/tfr-capital-plano-tx-333108) ([md](https://advisorcensus.com/firm/tfr-capital-plano-tx-333108.md)) | 333108 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [The Capital Chart Room, Ltd](https://advisorcensus.com/firm/the-capital-chart-room-ltd-fort-worth-tx-117980) ([md](https://advisorcensus.com/firm/the-capital-chart-room-ltd-fort-worth-tx-117980.md)) | 117980 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Fixed fee |
| [The Gardner Group](https://advisorcensus.com/firm/the-gardner-group-dallas-tx-114263) ([md](https://advisorcensus.com/firm/the-gardner-group-dallas-tx-114263.md)) | 114263 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [The Watchman Group, Inc.](https://advisorcensus.com/firm/the-watchman-group-inc-plano-tx-133690) ([md](https://advisorcensus.com/firm/the-watchman-group-inc-plano-tx-133690.md)) | 133690 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [Third Generation Capital Management](https://advisorcensus.com/firm/third-generation-capital-management-dallas-tx-300367) ([md](https://advisorcensus.com/firm/third-generation-capital-management-dallas-tx-300367.md)) | 300367 | Dallas, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee, Performance fee |
| [Thirteen Twenty-Two Advisors](https://advisorcensus.com/firm/thirteen-twenty-two-advisors-fort-worth-tx-339326) ([md](https://advisorcensus.com/firm/thirteen-twenty-two-advisors-fort-worth-tx-339326.md)) | 339326 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Tolleson Private Wealth Management](https://advisorcensus.com/firm/tolleson-private-wealth-management-dallas-tx-111838) ([md](https://advisorcensus.com/firm/tolleson-private-wealth-management-dallas-tx-111838.md)) | 111838 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Hourly, Fixed fee |
| [Trinity Investment Management, LLC](https://advisorcensus.com/firm/trinity-investment-management-llc-fort-worth-tx-133873) ([md](https://advisorcensus.com/firm/trinity-investment-management-llc-fort-worth-tx-133873.md)) | 133873 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Performance fee |
| [Trinity Portfolio Advisors, LLC](https://advisorcensus.com/firm/trinity-portfolio-advisors-llc-southlake-tx-151721) ([md](https://advisorcensus.com/firm/trinity-portfolio-advisors-llc-southlake-tx-151721.md)) | 151721 | Southlake, TX | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee |
| [Trinsic Capital, LLC](https://advisorcensus.com/firm/trinsic-capital-llc-fort-worth-tx-165949) ([md](https://advisorcensus.com/firm/trinsic-capital-llc-fort-worth-tx-165949.md)) | 165949 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [True North Advisors, LLC](https://advisorcensus.com/firm/true-north-advisors-llc-dallas-tx-116048) ([md](https://advisorcensus.com/firm/true-north-advisors-llc-dallas-tx-116048.md)) | 116048 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Fixed fee, Performance fee |
| [Turtle Creek Trust](https://advisorcensus.com/firm/turtle-creek-trust-dallas-tx-140212) ([md](https://advisorcensus.com/firm/turtle-creek-trust-dallas-tx-140212.md)) | 140212 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets |
| [Turtle Creek Wealth Advisors, LLC](https://advisorcensus.com/firm/turtle-creek-wealth-advisors-llc-dallas-tx-322998) ([md](https://advisorcensus.com/firm/turtle-creek-wealth-advisors-llc-dallas-tx-322998.md)) | 322998 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Fixed fee, Performance fee |
| [United Capital Financial Advisors](https://advisorcensus.com/firm/united-capital-financial-advisors-irving-tx-134600) ([md](https://advisorcensus.com/firm/united-capital-financial-advisors-irving-tx-134600.md)) | 134600 | Irving, TX | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Hourly, Fixed fee |
| [Uptown Capital Advisors](https://advisorcensus.com/firm/uptown-capital-advisors-dallas-tx-171401) ([md](https://advisorcensus.com/firm/uptown-capital-advisors-dallas-tx-171401.md)) | 171401 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Vann Equity Management LLC](https://advisorcensus.com/firm/vann-equity-management-llc-plano-tx-174239) ([md](https://advisorcensus.com/firm/vann-equity-management-llc-plano-tx-174239.md)) | 174239 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Vaquero Private Wealth, Ltd.](https://advisorcensus.com/firm/vaquero-private-wealth-ltd-dallas-tx-305266) ([md](https://advisorcensus.com/firm/vaquero-private-wealth-ltd-dallas-tx-305266.md)) | 305266 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly |
| [Vestted Wealth Advisors](https://advisorcensus.com/firm/vestted-wealth-advisors-dallas-tx-339140) ([md](https://advisorcensus.com/firm/vestted-wealth-advisors-dallas-tx-339140.md)) | 339140 | Dallas, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [View Capital RIA, LP](https://advisorcensus.com/firm/view-capital-ria-lp-dallas-tx-130678) ([md](https://advisorcensus.com/firm/view-capital-ria-lp-dallas-tx-130678.md)) | 130678 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee, Performance fee |
| [Wallace Capital Management, Inc.](https://advisorcensus.com/firm/wallace-capital-management-inc-dallas-tx-119174) ([md](https://advisorcensus.com/firm/wallace-capital-management-inc-dallas-tx-119174.md)) | 119174 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Performance fee |
| [Wave Wealth Management, LLC](https://advisorcensus.com/firm/wave-wealth-management-llc-frisco-tx-285079) ([md](https://advisorcensus.com/firm/wave-wealth-management-llc-frisco-tx-285079.md)) | 285079 | Frisco, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Webs Creek Capital Management LP](https://advisorcensus.com/firm/webs-creek-capital-management-lp-dallas-tx-301259) ([md](https://advisorcensus.com/firm/webs-creek-capital-management-lp-dallas-tx-301259.md)) | 301259 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Westwood Management Corp](https://advisorcensus.com/firm/westwood-management-corp-dallas-tx-110269) ([md](https://advisorcensus.com/firm/westwood-management-corp-dallas-tx-110269.md)) | 110269 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 43 | % of assets, Performance fee |
| [Westwood Wealth Management](https://advisorcensus.com/firm/westwood-wealth-management-dallas-tx-132162) ([md](https://advisorcensus.com/firm/westwood-wealth-management-dallas-tx-132162.md)) | 132162 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Fixed fee, Commissions, Performance fee |
| [Wpwealth LLP](https://advisorcensus.com/firm/wpwealth-llp-fort-worth-tx-145467) ([md](https://advisorcensus.com/firm/wpwealth-llp-fort-worth-tx-145467.md)) | 145467 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [Yield Financial Advisors](https://advisorcensus.com/firm/yield-financial-advisors-mckinney-tx-162235) ([md](https://advisorcensus.com/firm/yield-financial-advisors-mckinney-tx-162235.md)) | 162235 | McKinney, TX | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/tx/dallas/for-charities/page/3.md

## Questions people ask

**Which financial advisors in Dallas, TX work with charitable organizations?**
176 investment advisory firms with a principal office in the Dallas metro area report charitable organizations 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 charitable organizations in Dallas, TX: 176 firms from Form ADV filings as of October 2026.