# Financial advisors for high-net-worth individuals in Dallas, TX

> AdvisorCensus lists 469 investment advisory firms with a principal office in the Dallas metro area that report high-net-worth individuals 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-high-net-worth-individuals

## At a glance

- Investment advisory firms: 469
- Registration: SEC-registered investment adviser: 267, State-registered investment adviser: 202
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 154 (33%); Percentage of assets 454 (97%); Hourly charges 205 (44%); Subscription fees (newsletter or periodical) 4 (1%); Fixed fees 300 (64%); Commissions 14 (3%); Performance-based fees 77 (16%); Other 44 (9%)
- Regulatory assets under management (Item 5.F): Under $25 million 91 (19%); $25 million to $100 million 100 (21%); $100 million to $500 million 157 (33%); $500 million to $1 billion 47 (10%); $1 billion to $5 billion 49 (10%); Over $5 billion 17 (4%); Not reported 8 (2%)
- Years registered: Under 5 years 153 (33%); 5 to 9 years 123 (26%); 10 to 19 years 119 (25%); 20 years or more 71 (15%); Not reported 3 (1%)

## Firms (page 1 of 10, 1 to 50 of 469, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1836 Asset Management, LLC](https://advisorcensus.com/firm/1836-asset-management-llc-garland-tx-313389) ([md](https://advisorcensus.com/firm/1836-asset-management-llc-garland-tx-313389.md)) | 313389 | Garland, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [323 Wealth Management, LLC](https://advisorcensus.com/firm/323-wealth-management-llc-flower-mound-tx-307266) ([md](https://advisorcensus.com/firm/323-wealth-management-llc-flower-mound-tx-307266.md)) | 307266 | Flower Mound, TX | State-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [7th Harvest Investments](https://advisorcensus.com/firm/7th-harvest-investments-dallas-tx-139792) ([md](https://advisorcensus.com/firm/7th-harvest-investments-dallas-tx-139792.md)) | 139792 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [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 |
| [ACI Wealth Advisors](https://advisorcensus.com/firm/aci-wealth-advisors-dallas-tx-155494) ([md](https://advisorcensus.com/firm/aci-wealth-advisors-dallas-tx-155494.md)) | 155494 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee, Other |
| [Ackerman Capital Management](https://advisorcensus.com/firm/ackerman-capital-management-dallas-tx-123824) ([md](https://advisorcensus.com/firm/ackerman-capital-management-dallas-tx-123824.md)) | 123824 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Fixed fee, Performance fee |
| [ACT Wealth Management, LLC](https://advisorcensus.com/firm/act-wealth-management-llc-allen-tx-155131) ([md](https://advisorcensus.com/firm/act-wealth-management-llc-allen-tx-155131.md)) | 155131 | Allen, TX | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets |
| [Adams Asset Advisors LLC](https://advisorcensus.com/firm/adams-asset-advisors-llc-dallas-tx-120573) ([md](https://advisorcensus.com/firm/adams-asset-advisors-llc-dallas-tx-120573.md)) | 120573 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets |
| [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 |
| [Alexander D Cohen Investments, LLC](https://advisorcensus.com/firm/alexander-d-cohen-investments-llc-dallas-tx-170548) ([md](https://advisorcensus.com/firm/alexander-d-cohen-investments-llc-dallas-tx-170548.md)) | 170548 | Dallas, TX | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [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 |
| [Allen Wealth Advisors](https://advisorcensus.com/firm/allen-wealth-advisors-colleyville-tx-310105) ([md](https://advisorcensus.com/firm/allen-wealth-advisors-colleyville-tx-310105.md)) | 310105 | Colleyville, TX | State-registered investment adviser | $25 million to $100 million | Not reported | % 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 |
| [ALM First Financial Advisors LLC](https://advisorcensus.com/firm/alm-first-financial-advisors-llc-dallas-tx-108561) ([md](https://advisorcensus.com/firm/alm-first-financial-advisors-llc-dallas-tx-108561.md)) | 108561 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee |
| [Amerina International Capital Management LLC](https://advisorcensus.com/firm/amerina-international-capital-management-llc-dallas-tx-164030) ([md](https://advisorcensus.com/firm/amerina-international-capital-management-llc-dallas-tx-164030.md)) | 164030 | Dallas, TX | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Amplified Alpha](https://advisorcensus.com/firm/amplified-alpha-dallas-tx-316022) ([md](https://advisorcensus.com/firm/amplified-alpha-dallas-tx-316022.md)) | 316022 | Dallas, TX | State-registered investment adviser | Under $25 million | 4 | % of assets, Performance fee |
| [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 |
| [Apeiron](https://advisorcensus.com/firm/apeiron-dallas-tx-289273) ([md](https://advisorcensus.com/firm/apeiron-dallas-tx-289273.md)) | 289273 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Applewhite & Buys Financial Advisors](https://advisorcensus.com/firm/applewhite-and-buys-financial-advisors-dallas-tx-169799) ([md](https://advisorcensus.com/firm/applewhite-and-buys-financial-advisors-dallas-tx-169799.md)) | 169799 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Arcon Wealth Management](https://advisorcensus.com/firm/arcon-wealth-management-southlake-tx-144137) ([md](https://advisorcensus.com/firm/arcon-wealth-management-southlake-tx-144137.md)) | 144137 | Southlake, TX | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed 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 |
| [Aspenridge Wealth Advisors](https://advisorcensus.com/firm/aspenridge-wealth-advisors-fort-worth-tx-337220) ([md](https://advisorcensus.com/firm/aspenridge-wealth-advisors-fort-worth-tx-337220.md)) | 337220 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Asset Preservation Group Inc](https://advisorcensus.com/firm/asset-preservation-group-inc-grapevine-tx-108150) ([md](https://advisorcensus.com/firm/asset-preservation-group-inc-grapevine-tx-108150.md)) | 108150 | Grapevine, TX | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets |
| [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 |
| [Astra Wealth Management Group](https://advisorcensus.com/firm/astra-wealth-management-group-plano-tx-326006) ([md](https://advisorcensus.com/firm/astra-wealth-management-group-plano-tx-326006.md)) | 326006 | Plano, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Austerra Wealth Management LLC](https://advisorcensus.com/firm/austerra-wealth-management-llc-dallas-tx-161964) ([md](https://advisorcensus.com/firm/austerra-wealth-management-llc-dallas-tx-161964.md)) | 161964 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee, Performance 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 |
| [Avenue Retirement Services](https://advisorcensus.com/firm/avenue-retirement-services-frisco-tx-165606) ([md](https://advisorcensus.com/firm/avenue-retirement-services-frisco-tx-165606.md)) | 165606 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee |
| [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 |
| [Baynes Investment Counsel LLC](https://advisorcensus.com/firm/baynes-investment-counsel-llc-fort-worth-tx-322909) ([md](https://advisorcensus.com/firm/baynes-investment-counsel-llc-fort-worth-tx-322909.md)) | 322909 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [Bbae Advisors LLC](https://advisorcensus.com/firm/bbae-advisors-llc-plano-tx-269900) ([md](https://advisorcensus.com/firm/bbae-advisors-llc-plano-tx-269900.md)) | 269900 | Plano, TX | SEC-registered investment adviser | Under $25 million | 11 | % of assets |
| [BDJ Wealth Management LLC](https://advisorcensus.com/firm/bdj-wealth-management-llc-plano-tx-309290) ([md](https://advisorcensus.com/firm/bdj-wealth-management-llc-plano-tx-309290.md)) | 309290 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Beacon Financial Group](https://advisorcensus.com/firm/beacon-financial-group-dallas-tx-110038) ([md](https://advisorcensus.com/firm/beacon-financial-group-dallas-tx-110038.md)) | 110038 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Fixed fee, Other |
| [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 |
| [BFI Wealth Solutions, LLC](https://advisorcensus.com/firm/bfi-wealth-solutions-llc-dallas-tx-319185) ([md](https://advisorcensus.com/firm/bfi-wealth-solutions-llc-dallas-tx-319185.md)) | 319185 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [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 |
| [Blue Monarch Financial Inc.](https://advisorcensus.com/firm/blue-monarch-financial-inc-greenville-tx-330561) ([md](https://advisorcensus.com/firm/blue-monarch-financial-inc-greenville-tx-330561.md)) | 330561 | Greenville, TX | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Blue Mountain Financial Planning](https://advisorcensus.com/firm/blue-mountain-financial-planning-melissa-tx-315830) ([md](https://advisorcensus.com/firm/blue-mountain-financial-planning-melissa-tx-315830.md)) | 315830 | Melissa, TX | State-registered investment adviser | Under $25 million | 5 | Hourly, Fixed 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 |
| [BOW Stream Investments LLC](https://advisorcensus.com/firm/bow-stream-investments-llc-southlake-tx-292230) ([md](https://advisorcensus.com/firm/bow-stream-investments-llc-southlake-tx-292230.md)) | 292230 | Southlake, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Performance fee |
| [Bowie Capital Management, LLC](https://advisorcensus.com/firm/bowie-capital-management-llc-richardson-tx-171023) ([md](https://advisorcensus.com/firm/bowie-capital-management-llc-richardson-tx-171023.md)) | 171023 | Richardson, TX | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee |

- Next page: https://advisorcensus.com/advisors/tx/dallas/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in Dallas, TX work with high-net-worth individuals?**
469 investment advisory firms with a principal office in the Dallas metro area report high-net-worth individuals 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 high-net-worth individuals in Dallas, TX: 469 firms from Form ADV filings as of October 2026.