{
  "path": "/advisors/tx/dallas/for-high-net-worth-individuals",
  "url": "https://advisorcensus.com/advisors/tx/dallas/for-high-net-worth-individuals/page/10",
  "page_type": "metro_answer",
  "title": "Financial advisors for high-net-worth individuals in Dallas, TX",
  "filters": {},
  "scope_total": 469,
  "faq": [
    {
      "q": "Which financial advisors in Dallas, TX work with high-net-worth individuals?",
      "a": "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."
    },
    {
      "q": "How many financial advisory firms are there in Dallas, TX?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in Dallas, TX?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in Dallas, TX offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in Dallas, TX fiduciaries?",
      "a": "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."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "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.",
  "about_market": "Dallas has 1,076 investment advisory firms with a principal office in the metro area as of October 2026: 484 SEC-registered, 308 state-registered, and 284 exempt reporting advisers. 206 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 286 report under $100 million in regulatory assets under management. The metro area has 2,891,725 households, 456,500 of them with income of $200,000 or more, or 424 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Dallas, TX: 469 firms from Form ADV filings as of October 2026.",
  "total_firms": 469,
  "page": 10,
  "total_pages": 10,
  "sort": "name",
  "registration_types": {
    "sec": 267,
    "state": 202,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 154
    },
    {
      "code": "percentage_of_aum",
      "count": 454
    },
    {
      "code": "hourly",
      "count": 205
    },
    {
      "code": "subscription",
      "count": 4
    },
    {
      "code": "fixed",
      "count": 300
    },
    {
      "code": "commissions",
      "count": 14
    },
    {
      "code": "performance_based",
      "count": 77
    },
    {
      "code": "other",
      "count": 44
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 153
    },
    {
      "code": "5_to_9",
      "count": 123
    },
    {
      "code": "10_to_19",
      "count": 119
    },
    {
      "code": "20_plus",
      "count": 71
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 91
    },
    {
      "code": "25m_100m",
      "count": 100
    },
    {
      "code": "100m_500m",
      "count": 157
    },
    {
      "code": "500m_1b",
      "count": 47
    },
    {
      "code": "1b_5b",
      "count": 49
    },
    {
      "code": "over_5b",
      "count": 17
    },
    {
      "code": "not_reported",
      "count": 8
    }
  ],
  "firms": [
    {
      "crd_number": 132162,
      "name": "Westwood Wealth Management",
      "name_as_filed": "WESTWOOD WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/westwood-wealth-management-dallas-tx-132162",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338296,
      "name": "WG Plan LLC",
      "name_as_filed": "WG PLAN LLC",
      "url": "https://advisorcensus.com/firm/wg-plan-llc-mckinney-tx-338296",
      "city": "McKinney",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114877,
      "name": "White Rock Capital",
      "name_as_filed": "WHITE ROCK CAPITAL",
      "url": "https://advisorcensus.com/firm/white-rock-capital-dallas-tx-114877",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299381,
      "name": "Whitestone Wealth Advisors, LLC",
      "name_as_filed": "WHITESTONE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/whitestone-wealth-advisors-llc-rowlett-tx-299381",
      "city": "Rowlett",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113813,
      "name": "William Roane Skeeters, Inc.",
      "name_as_filed": "WILLIAM ROANE SKEETERS, INC.",
      "url": "https://advisorcensus.com/firm/william-roane-skeeters-inc-dallas-tx-113813",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290272,
      "name": "Williams Financial Planning, Inc.",
      "name_as_filed": "WILLIAMS FINANCIAL PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/williams-financial-planning-inc-fort-worth-tx-290272",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133771,
      "name": "Wilson Investment Advisory Services, LLC",
      "name_as_filed": "WILSON INVESTMENT ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/wilson-investment-advisory-services-llc-dallas-tx-133771",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132567,
      "name": "Wisdom Index Advisors",
      "name_as_filed": "WISDOM INDEX ADVISORS",
      "url": "https://advisorcensus.com/firm/wisdom-index-advisors-prosper-tx-132567",
      "city": "Prosper",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150264,
      "name": "Wisniewski Wealth Management",
      "name_as_filed": "WISNIEWSKI WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/wisniewski-wealth-management-dallas-tx-150264",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174873,
      "name": "Womack Financial LLC",
      "name_as_filed": "WOMACK FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/womack-financial-llc-dallas-tx-174873",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301188,
      "name": "Wood Wealth Management LLC",
      "name_as_filed": "WOOD WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/wood-wealth-management-llc-dallas-tx-301188",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166970,
      "name": "Worth Asset Management",
      "name_as_filed": "WORTH ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/worth-asset-management-dallas-tx-166970",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 13478,
      "name": "Worth Financial Group Inc.",
      "name_as_filed": "WORTH FINANCIAL GROUP INC.",
      "url": "https://advisorcensus.com/firm/worth-financial-group-inc-dallas-tx-13478",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315566,
      "name": "WPA Family Office, LLC",
      "name_as_filed": "WPA FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/wpa-family-office-llc-dallas-tx-315566",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145467,
      "name": "Wpwealth LLP",
      "name_as_filed": "WPWEALTH LLP",
      "url": "https://advisorcensus.com/firm/wpwealth-llp-fort-worth-tx-145467",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144108,
      "name": "WSA Affiliates, LLC",
      "name_as_filed": "WSA AFFILIATES, LLC",
      "url": "https://advisorcensus.com/firm/wsa-affiliates-llc-dallas-tx-144108",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153532,
      "name": "Wykrent, Damon",
      "name_as_filed": "WYKRENT, DAMON",
      "url": "https://advisorcensus.com/firm/wykrent-damon-flower-mound-tx-153532",
      "city": "Flower Mound",
      "state": "TX",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162235,
      "name": "Yield Financial Advisors",
      "name_as_filed": "YIELD FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/yield-financial-advisors-mckinney-tx-162235",
      "city": "McKinney",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171609,
      "name": "Your Richest Life",
      "name_as_filed": "YOUR RICHEST LIFE",
      "url": "https://advisorcensus.com/firm/your-richest-life-plano-tx-171609",
      "city": "Plano",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/tx",
      "label": "Financial advisors in Texas"
    },
    "metro": {
      "path": "/advisors/tx/dallas",
      "label": "Financial advisors in Dallas, TX"
    },
    "city_pages": [
      {
        "path": "/advisors/tx/dallas/fort-worth",
        "label": "Financial advisors in Fort Worth, TX",
        "firm_count": 95
      },
      {
        "path": "/advisors/tx/dallas/plano",
        "label": "Financial advisors in Plano, TX",
        "firm_count": 85
      },
      {
        "path": "/advisors/tx/dallas/southlake",
        "label": "Financial advisors in Southlake, TX",
        "firm_count": 47
      },
      {
        "path": "/advisors/tx/dallas/frisco",
        "label": "Financial advisors in Frisco, TX",
        "firm_count": 39
      },
      {
        "path": "/advisors/tx/dallas/richardson",
        "label": "Financial advisors in Richardson, TX",
        "firm_count": 22
      },
      {
        "path": "/advisors/tx/dallas/mckinney",
        "label": "Financial advisors in McKinney, TX",
        "firm_count": 17
      },
      {
        "path": "/advisors/tx/dallas/addison",
        "label": "Financial advisors in Addison, TX",
        "firm_count": 13
      },
      {
        "path": "/advisors/tx/dallas/denton",
        "label": "Financial advisors in Denton, TX",
        "firm_count": 13
      },
      {
        "path": "/advisors/tx/dallas/irving",
        "label": "Financial advisors in Irving, TX",
        "firm_count": 11
      },
      {
        "path": "/advisors/tx/dallas/allen",
        "label": "Financial advisors in Allen, TX",
        "firm_count": 10
      },
      {
        "path": "/advisors/tx/dallas/flower-mound",
        "label": "Financial advisors in Flower Mound, TX",
        "firm_count": 10
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/tx/dallas/fee-only",
        "label": "Fee-only financial advisors in Dallas, TX",
        "firm_count": 206
      },
      {
        "path": "/advisors/tx/dallas/flat-fee",
        "label": "Flat-fee financial advisors in Dallas, TX",
        "firm_count": 389
      },
      {
        "path": "/advisors/tx/dallas/hourly",
        "label": "Hourly financial advisors in Dallas, TX",
        "firm_count": 251
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/tx/dallas/for-retirement-plans",
        "firm_count": 156,
        "label": "Financial advisors for retirement plans in Dallas, TX"
      },
      {
        "path": "/advisors/tx/dallas/for-businesses",
        "firm_count": 197,
        "label": "Financial advisors for businesses in Dallas, TX"
      },
      {
        "path": "/advisors/tx/dallas/for-charities",
        "firm_count": 176,
        "label": "Financial advisors for charitable organizations in Dallas, TX"
      },
      {
        "path": "/advisors/tx/dallas/no-account-minimum",
        "firm_count": 54,
        "label": "Financial advisors with no account minimum in Dallas, TX"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/tx/dallas/concentrated-stock-positions",
        "firm_count": 1,
        "label": "Financial advisors for concentrated stock positions in Dallas, TX"
      },
      {
        "path": "/advisors/tx/dallas/pre-retirees",
        "firm_count": 1,
        "label": "Financial advisors for pre-retirees in Dallas, TX"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}