# 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/page/2

## 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 2 of 10, 51 to 100 of 469, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [Braeside Investments, LLC](https://advisorcensus.com/firm/braeside-investments-llc-dallas-tx-131184) ([md](https://advisorcensus.com/firm/braeside-investments-llc-dallas-tx-131184.md)) | 131184 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, 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 |
| [Brindle & Bay Financial Advisors, LLC](https://advisorcensus.com/firm/brindle-and-bay-financial-advisors-llc-frisco-tx-291747) ([md](https://advisorcensus.com/firm/brindle-and-bay-financial-advisors-llc-frisco-tx-291747.md)) | 291747 | Frisco, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Brookmont Capital Management](https://advisorcensus.com/firm/brookmont-capital-management-dallas-tx-145475) ([md](https://advisorcensus.com/firm/brookmont-capital-management-dallas-tx-145475.md)) | 145475 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Other |
| [Brown and Brown Financial Services, Inc.](https://advisorcensus.com/firm/brown-and-brown-financial-services-inc-dallas-tx-105392) ([md](https://advisorcensus.com/firm/brown-and-brown-financial-services-inc-dallas-tx-105392.md)) | 105392 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Commissions, Other |
| [Broyles Advisory, LLC](https://advisorcensus.com/firm/broyles-advisory-llc-dallas-tx-285119) ([md](https://advisorcensus.com/firm/broyles-advisory-llc-dallas-tx-285119.md)) | 285119 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Bulle Rock](https://advisorcensus.com/firm/bulle-rock-dallas-tx-142363) ([md](https://advisorcensus.com/firm/bulle-rock-dallas-tx-142363.md)) | 142363 | Dallas, TX | State-registered investment adviser | Under $25 million | 15 | % of assets, Other |
| [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 |
| [Cain Capital Management, LP](https://advisorcensus.com/firm/cain-capital-management-lp-dallas-tx-113592) ([md](https://advisorcensus.com/firm/cain-capital-management-lp-dallas-tx-113592.md)) | 113592 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 24 | Fixed fee, Performance fee |
| [Cain, Watters & Associates, LLC](https://advisorcensus.com/firm/cain-watters-and-associates-llc-frisco-tx-111521) ([md](https://advisorcensus.com/firm/cain-watters-and-associates-llc-frisco-tx-111521.md)) | 111521 | Frisco, TX | SEC-registered investment adviser | Over $5 billion | 35 | % of assets, Hourly, Fixed fee |
| [Callaway Financial Services](https://advisorcensus.com/firm/callaway-financial-services-arlington-tx-172117) ([md](https://advisorcensus.com/firm/callaway-financial-services-arlington-tx-172117.md)) | 172117 | Arlington, TX | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Candor Wealth Management, LLC](https://advisorcensus.com/firm/candor-wealth-management-llc-dallas-tx-329951) ([md](https://advisorcensus.com/firm/candor-wealth-management-llc-dallas-tx-329951.md)) | 329951 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Cannoles Asset Management, Inc.](https://advisorcensus.com/firm/cannoles-asset-management-inc-dwg-tx-120828) ([md](https://advisorcensus.com/firm/cannoles-asset-management-inc-dwg-tx-120828.md)) | 120828 | Dwg, TX | State-registered investment adviser | Under $25 million | 24 | % of assets |
| [Capital Advisory Group, Inc.](https://advisorcensus.com/firm/capital-advisory-group-inc-dallas-tx-114539) ([md](https://advisorcensus.com/firm/capital-advisory-group-inc-dallas-tx-114539.md)) | 114539 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Fixed 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 |
| [Caprock Capital Advisors Inc.](https://advisorcensus.com/firm/caprock-capital-advisors-inc-plano-tx-170672) ([md](https://advisorcensus.com/firm/caprock-capital-advisors-inc-plano-tx-170672.md)) | 170672 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [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 |
| [Castleview Partners, LLC](https://advisorcensus.com/firm/castleview-partners-llc-dallas-tx-281410) ([md](https://advisorcensus.com/firm/castleview-partners-llc-dallas-tx-281410.md)) | 281410 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, 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 |
| [CF Financial](https://advisorcensus.com/firm/cf-financial-fort-worth-tx-311964) ([md](https://advisorcensus.com/firm/cf-financial-fort-worth-tx-311964.md)) | 311964 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, 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 |
| [Chadwick Financial](https://advisorcensus.com/firm/chadwick-financial-colleyville-tx-337228) ([md](https://advisorcensus.com/firm/chadwick-financial-colleyville-tx-337228.md)) | 337228 | Colleyville, TX | State-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Chisholm Wealth Management](https://advisorcensus.com/firm/chisholm-wealth-management-burleson-tx-321134) ([md](https://advisorcensus.com/firm/chisholm-wealth-management-burleson-tx-321134.md)) | 321134 | Burleson, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, 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 |
| [Clairalpha Advisors LLC](https://advisorcensus.com/firm/clairalpha-advisors-llc-frisco-tx-342087) ([md](https://advisorcensus.com/firm/clairalpha-advisors-llc-frisco-tx-342087.md)) | 342087 | Frisco, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed 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 |
| [Clear Sky Financial, LP](https://advisorcensus.com/firm/clear-sky-financial-lp-prosper-tx-298551) ([md](https://advisorcensus.com/firm/clear-sky-financial-lp-prosper-tx-298551.md)) | 298551 | Prosper, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Clearpoint Wealth Management](https://advisorcensus.com/firm/clearpoint-wealth-management-colleyville-tx-337649) ([md](https://advisorcensus.com/firm/clearpoint-wealth-management-colleyville-tx-337649.md)) | 337649 | Colleyville, TX | State-registered investment adviser | $25 million to $100 million | 0 | % 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 |
| [Complete Wealth Management, LLC](https://advisorcensus.com/firm/complete-wealth-management-llc-denton-tx-288794) ([md](https://advisorcensus.com/firm/complete-wealth-management-llc-denton-tx-288794.md)) | 288794 | Denton, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Concentio Capital Management, LLC](https://advisorcensus.com/firm/concentio-capital-management-llc-dallas-tx-281370) ([md](https://advisorcensus.com/firm/concentio-capital-management-llc-dallas-tx-281370.md)) | 281370 | Dallas, TX | State-registered investment adviser | Under $25 million | 10 | % of assets, Performance fee |
| [Concorde Investment Management](https://advisorcensus.com/firm/concorde-investment-management-dallas-tx-105237) ([md](https://advisorcensus.com/firm/concorde-investment-management-dallas-tx-105237.md)) | 105237 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 44 | % of assets, Hourly |
| [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 |
| [Corps Capital Advisors, LLC](https://advisorcensus.com/firm/corps-capital-advisors-llc-southlake-tx-304643) ([md](https://advisorcensus.com/firm/corps-capital-advisors-llc-southlake-tx-304643.md)) | 304643 | Southlake, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly |
| [Corus Family Wealth Advisors, Inc.](https://advisorcensus.com/firm/corus-family-wealth-advisors-inc-mckinney-tx-114702) ([md](https://advisorcensus.com/firm/corus-family-wealth-advisors-inc-mckinney-tx-114702.md)) | 114702 | McKinney, TX | SEC-registered investment adviser | $500 million to $1 billion | 6 | % 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 |
| [CPR Financial & Insurance Services, Inc.](https://advisorcensus.com/firm/cpr-financial-and-insurance-services-inc-prosper-tx-145855) ([md](https://advisorcensus.com/firm/cpr-financial-and-insurance-services-inc-prosper-tx-145855.md)) | 145855 | Prosper, TX | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee, Other |
| [Cravens Brothers Private Wealth Management LLC](https://advisorcensus.com/firm/cravens-brothers-private-wealth-management-llc-dallas-tx-162673) ([md](https://advisorcensus.com/firm/cravens-brothers-private-wealth-management-llc-dallas-tx-162673.md)) | 162673 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [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 |
| [Crestview Wealth Management, LLC](https://advisorcensus.com/firm/crestview-wealth-management-llc-rockwall-tx-334092) ([md](https://advisorcensus.com/firm/crestview-wealth-management-llc-rockwall-tx-334092.md)) | 334092 | Rockwall, TX | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [CST Financial Advisory LLC](https://advisorcensus.com/firm/cst-financial-advisory-llc-the-colony-tx-324035) ([md](https://advisorcensus.com/firm/cst-financial-advisory-llc-the-colony-tx-324035.md)) | 324035 | The Colony, TX | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Cultivar Capital, Inc.](https://advisorcensus.com/firm/cultivar-capital-inc-denton-tx-160145) ([md](https://advisorcensus.com/firm/cultivar-capital-inc-denton-tx-160145.md)) | 160145 | Denton, TX | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [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 |

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## 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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- [Financial advisors in El Paso](https://advisorcensus.com/advisors/tx/el-paso) (https://advisorcensus.com/advisors/tx/el-paso.md)
- [Financial advisors in Lubbock](https://advisorcensus.com/advisors/tx/lubbock) (https://advisorcensus.com/advisors/tx/lubbock.md)
- [Financial advisors in Amarillo](https://advisorcensus.com/advisors/tx/amarillo) (https://advisorcensus.com/advisors/tx/amarillo.md)
- [Financial advisors in College Station](https://advisorcensus.com/advisors/tx/college-station) (https://advisorcensus.com/advisors/tx/college-station.md)

Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Dallas, TX: 469 firms from Form ADV filings as of October 2026.