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

> Find financial advisors in Dallas, TX who work with high-net-worth individuals. AdvisorCensus lists 469 investment advisory firms with a principal office in the Dallas metro area that report high-net-worth individuals 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-high-net-worth-individuals/page/6

## 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 6 of 10, 251 to 300 of 469, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Miai, Inc.](https://advisorcensus.com/firm/miai-inc-dallas-tx-111695) ([md](https://advisorcensus.com/firm/miai-inc-dallas-tx-111695.md)) | 111695 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee, Commissions |
| [Michels Family Financial, LLC](https://advisorcensus.com/firm/michels-family-financial-llc-fort-worth-tx-319311) ([md](https://advisorcensus.com/firm/michels-family-financial-llc-fort-worth-tx-319311.md)) | 319311 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Milestone Wealth Strategies](https://advisorcensus.com/firm/milestone-wealth-strategies-plano-tx-162625) ([md](https://advisorcensus.com/firm/milestone-wealth-strategies-plano-tx-162625.md)) | 162625 | Plano, TX | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Miller Global Investments, L.L.C.](https://advisorcensus.com/firm/miller-global-investments-l-l-c-dallas-tx-114683) ([md](https://advisorcensus.com/firm/miller-global-investments-l-l-c-dallas-tx-114683.md)) | 114683 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Mills Wealth Advisors, LLC](https://advisorcensus.com/firm/mills-wealth-advisors-llc-southlake-tx-159251) ([md](https://advisorcensus.com/firm/mills-wealth-advisors-llc-southlake-tx-159251.md)) | 159251 | Southlake, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Moffatt Financial Strategies](https://advisorcensus.com/firm/moffatt-financial-strategies-fort-worth-tx-335975) ([md](https://advisorcensus.com/firm/moffatt-financial-strategies-fort-worth-tx-335975.md)) | 335975 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Momentum Independent Network Inc.](https://advisorcensus.com/firm/momentum-independent-network-inc-dallas-tx-17587) ([md](https://advisorcensus.com/firm/momentum-independent-network-inc-dallas-tx-17587.md)) | 17587 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Hourly, Fixed fee, Other |
| [Money Calculus LLC](https://advisorcensus.com/firm/money-calculus-llc-allen-tx-331211) ([md](https://advisorcensus.com/firm/money-calculus-llc-allen-tx-331211.md)) | 331211 | Allen, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Money Script Wealth Management, PLLC](https://advisorcensus.com/firm/money-script-wealth-management-pllc-cedar-hill-tx-286134) ([md](https://advisorcensus.com/firm/money-script-wealth-management-pllc-cedar-hill-tx-286134.md)) | 286134 | Cedar Hill, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Monument Retirement & Wealth Advisory, LLC](https://advisorcensus.com/firm/monument-retirement-and-wealth-advisory-llc-allen-tx-135311) ([md](https://advisorcensus.com/firm/monument-retirement-and-wealth-advisory-llc-allen-tx-135311.md)) | 135311 | Allen, TX | State-registered investment adviser | Under $25 million | 16 | % of assets, Fixed fee, Other |
| [Mooring Bay Capital Management](https://advisorcensus.com/firm/mooring-bay-capital-management-dallas-tx-325837) ([md](https://advisorcensus.com/firm/mooring-bay-capital-management-dallas-tx-325837.md)) | 325837 | Dallas, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Moss, Luse & Womble, LLC](https://advisorcensus.com/firm/moss-luse-and-womble-llc-plano-tx-152841) ([md](https://advisorcensus.com/firm/moss-luse-and-womble-llc-plano-tx-152841.md)) | 152841 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [MRM Financial Advisors, LLC](https://advisorcensus.com/firm/mrm-financial-advisors-llc-frisco-tx-290753) ([md](https://advisorcensus.com/firm/mrm-financial-advisors-llc-frisco-tx-290753.md)) | 290753 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Much Wealth Management, Inc.](https://advisorcensus.com/firm/much-wealth-management-inc-southlake-tx-150356) ([md](https://advisorcensus.com/firm/much-wealth-management-inc-southlake-tx-150356.md)) | 150356 | Southlake, TX | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [Murphy & Sylvest](https://advisorcensus.com/firm/murphy-and-sylvest-dallas-tx-165130) ([md](https://advisorcensus.com/firm/murphy-and-sylvest-dallas-tx-165130.md)) | 165130 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Mytimeequity](https://advisorcensus.com/firm/mytimeequity-plano-tx-316917) ([md](https://advisorcensus.com/firm/mytimeequity-plano-tx-316917.md)) | 316917 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Nautical Star Financial Group LLC](https://advisorcensus.com/firm/nautical-star-financial-group-llc-las-colinas-tx-316426) ([md](https://advisorcensus.com/firm/nautical-star-financial-group-llc-las-colinas-tx-316426.md)) | 316426 | Las Colinas, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Navigo Wealth Management, LLC](https://advisorcensus.com/firm/navigo-wealth-management-llc-southlake-tx-146265) ([md](https://advisorcensus.com/firm/navigo-wealth-management-llc-southlake-tx-146265.md)) | 146265 | Southlake, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [NB Alternatives Advisers LLC](https://advisorcensus.com/firm/nb-alternatives-advisers-llc-dallas-tx-149822) ([md](https://advisorcensus.com/firm/nb-alternatives-advisers-llc-dallas-tx-149822.md)) | 149822 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Fixed fee, Performance fee |
| [Nestegg Wealth Advisors](https://advisorcensus.com/firm/nestegg-wealth-advisors-rowlett-tx-284016) ([md](https://advisorcensus.com/firm/nestegg-wealth-advisors-rowlett-tx-284016.md)) | 284016 | Rowlett, TX | State-registered investment adviser | Not reported | 10 | Fixed fee, Other |
| [New Dimensions Wealth Management, L.L.C.](https://advisorcensus.com/firm/new-dimensions-wealth-management-l-l-c-allen-tx-152136) ([md](https://advisorcensus.com/firm/new-dimensions-wealth-management-l-l-c-allen-tx-152136.md)) | 152136 | Allen, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Nexus One Financial Advisors LLC](https://advisorcensus.com/firm/nexus-one-financial-advisors-llc-plano-tx-336809) ([md](https://advisorcensus.com/firm/nexus-one-financial-advisors-llc-plano-tx-336809.md)) | 336809 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets |
| [NFWM](https://advisorcensus.com/firm/nfwm-plano-tx-317406) ([md](https://advisorcensus.com/firm/nfwm-plano-tx-317406.md)) | 317406 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Noble Advisors, LLC](https://advisorcensus.com/firm/noble-advisors-llc-dallas-tx-149796) ([md](https://advisorcensus.com/firm/noble-advisors-llc-dallas-tx-149796.md)) | 149796 | Dallas, TX | State-registered investment adviser | Under $25 million | 17 | % of assets |
| [Nobles & Richards Advisors, LLC](https://advisorcensus.com/firm/nobles-and-richards-advisors-llc-plano-tx-281539) ([md](https://advisorcensus.com/firm/nobles-and-richards-advisors-llc-plano-tx-281539.md)) | 281539 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [Nolet Wealth Management, LLC](https://advisorcensus.com/firm/nolet-wealth-management-llc-fort-worth-tx-329186) ([md](https://advisorcensus.com/firm/nolet-wealth-management-llc-fort-worth-tx-329186.md)) | 329186 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee, Performance fee |
| [Norstar Financial of Plano, LLC](https://advisorcensus.com/firm/norstar-financial-of-plano-llc-plano-tx-297028) ([md](https://advisorcensus.com/firm/norstar-financial-of-plano-llc-plano-tx-297028.md)) | 297028 | Plano, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Northill Aims, LLC](https://advisorcensus.com/firm/northill-aims-llc-richardson-tx-339338) ([md](https://advisorcensus.com/firm/northill-aims-llc-richardson-tx-339338.md)) | 339338 | Richardson, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Noto Financial Planning](https://advisorcensus.com/firm/noto-financial-planning-dallas-tx-168653) ([md](https://advisorcensus.com/firm/noto-financial-planning-dallas-tx-168653.md)) | 168653 | Dallas, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Oakview Capital Management, L.P.](https://advisorcensus.com/firm/oakview-capital-management-l-p-dallas-tx-144877) ([md](https://advisorcensus.com/firm/oakview-capital-management-l-p-dallas-tx-144877.md)) | 144877 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [OH Cap Asset Management](https://advisorcensus.com/firm/oh-cap-asset-management-frisco-tx-330600) ([md](https://advisorcensus.com/firm/oh-cap-asset-management-frisco-tx-330600.md)) | 330600 | Frisco, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Olimpio NEU & Associates, Inc.](https://advisorcensus.com/firm/olimpio-neu-and-associates-inc-frisco-tx-114752) ([md](https://advisorcensus.com/firm/olimpio-neu-and-associates-inc-frisco-tx-114752.md)) | 114752 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Olympus Capital, LLC](https://advisorcensus.com/firm/olympus-capital-llc-richardson-tx-310659) ([md](https://advisorcensus.com/firm/olympus-capital-llc-richardson-tx-310659.md)) | 310659 | Richardson, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [One XVI Wealth](https://advisorcensus.com/firm/one-xvi-wealth-southlake-tx-329940) ([md](https://advisorcensus.com/firm/one-xvi-wealth-southlake-tx-329940.md)) | 329940 | Southlake, TX | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Openair Financial, LLC](https://advisorcensus.com/firm/openair-financial-llc-southlake-tx-300362) ([md](https://advisorcensus.com/firm/openair-financial-llc-southlake-tx-300362.md)) | 300362 | Southlake, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Optima Asset Management Inc](https://advisorcensus.com/firm/optima-asset-management-inc-dallas-tx-106095) ([md](https://advisorcensus.com/firm/optima-asset-management-inc-dallas-tx-106095.md)) | 106095 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets, Fixed fee |
| [Optimal Wealth Advisors, LLC](https://advisorcensus.com/firm/optimal-wealth-advisors-llc-dallas-tx-149602) ([md](https://advisorcensus.com/firm/optimal-wealth-advisors-llc-dallas-tx-149602.md)) | 149602 | Dallas, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Optimum Quantvest Corporation](https://advisorcensus.com/firm/optimum-quantvest-corporation-dallas-tx-301469) ([md](https://advisorcensus.com/firm/optimum-quantvest-corporation-dallas-tx-301469.md)) | 301469 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Performance fee |
| [Optimus Capital Advisors, LLC](https://advisorcensus.com/firm/optimus-capital-advisors-llc-coppell-tx-147500) ([md](https://advisorcensus.com/firm/optimus-capital-advisors-llc-coppell-tx-147500.md)) | 147500 | Coppell, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Orchid Advisory](https://advisorcensus.com/firm/orchid-advisory-dallas-tx-327750) ([md](https://advisorcensus.com/firm/orchid-advisory-dallas-tx-327750.md)) | 327750 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Orion Wealth Management LLC](https://advisorcensus.com/firm/orion-wealth-management-llc-richardson-tx-313698) ([md](https://advisorcensus.com/firm/orion-wealth-management-llc-richardson-tx-313698.md)) | 313698 | Richardson, TX | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Ormonde Investment Management, LLC](https://advisorcensus.com/firm/ormonde-investment-management-llc-dallas-tx-313328) ([md](https://advisorcensus.com/firm/ormonde-investment-management-llc-dallas-tx-313328.md)) | 313328 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Orser Capital Management LLC](https://advisorcensus.com/firm/orser-capital-management-llc-southlake-tx-144847) ([md](https://advisorcensus.com/firm/orser-capital-management-llc-southlake-tx-144847.md)) | 144847 | Southlake, TX | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [Overridge Wealth Advisors](https://advisorcensus.com/firm/overridge-wealth-advisors-fort-worth-tx-115009) ([md](https://advisorcensus.com/firm/overridge-wealth-advisors-fort-worth-tx-115009.md)) | 115009 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee |
| [Pacific Global Advisory Group LLC](https://advisorcensus.com/firm/pacific-global-advisory-group-llc-dallas-tx-158601) ([md](https://advisorcensus.com/firm/pacific-global-advisory-group-llc-dallas-tx-158601.md)) | 158601 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Palogic Value Management, L.P.](https://advisorcensus.com/firm/palogic-value-management-l-p-dallas-tx-155133) ([md](https://advisorcensus.com/firm/palogic-value-management-l-p-dallas-tx-155133.md)) | 155133 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Panteles Advisors](https://advisorcensus.com/firm/panteles-advisors-argyle-tx-322676) ([md](https://advisorcensus.com/firm/panteles-advisors-argyle-tx-322676.md)) | 322676 | Argyle, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Paradigm Advisors, LLC](https://advisorcensus.com/firm/paradigm-advisors-llc-dallas-tx-114515) ([md](https://advisorcensus.com/firm/paradigm-advisors-llc-dallas-tx-114515.md)) | 114515 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Paratus Financial, Inc.](https://advisorcensus.com/firm/paratus-financial-inc-dallas-tx-133361) ([md](https://advisorcensus.com/firm/paratus-financial-inc-dallas-tx-133361.md)) | 133361 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 21 | Hourly, Fixed fee |
| [Parker Prescott Capital Management](https://advisorcensus.com/firm/parker-prescott-capital-management-dallas-tx-290862) ([md](https://advisorcensus.com/firm/parker-prescott-capital-management-dallas-tx-290862.md)) | 290862 | Dallas, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee, Performance 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.