# 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/7

## 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 7 of 10, 301 to 350 of 469, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Parkstone Wealth Management, LLC](https://advisorcensus.com/firm/parkstone-wealth-management-llc-arlington-tx-168253) ([md](https://advisorcensus.com/firm/parkstone-wealth-management-llc-arlington-tx-168253.md)) | 168253 | Arlington, TX | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Parkway Wealth Management Group, LLC](https://advisorcensus.com/firm/parkway-wealth-management-group-llc-plano-tx-333971) ([md](https://advisorcensus.com/firm/parkway-wealth-management-group-llc-plano-tx-333971.md)) | 333971 | Plano, TX | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Fixed fee |
| [Pathway Wealth Management, LLC](https://advisorcensus.com/firm/pathway-wealth-management-llc-dallas-tx-283774) ([md](https://advisorcensus.com/firm/pathway-wealth-management-llc-dallas-tx-283774.md)) | 283774 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Peak American Investment Advisors, Inc.](https://advisorcensus.com/firm/peak-american-investment-advisors-inc-plano-tx-145056) ([md](https://advisorcensus.com/firm/peak-american-investment-advisors-inc-plano-tx-145056.md)) | 145056 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Penn Davis McFarland Inc](https://advisorcensus.com/firm/penn-davis-mcfarland-inc-dallas-tx-110417) ([md](https://advisorcensus.com/firm/penn-davis-mcfarland-inc-dallas-tx-110417.md)) | 110417 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 49 | % of assets |
| [Perryman Financial Advisory, Inc.](https://advisorcensus.com/firm/perryman-financial-advisory-inc-dallas-tx-107653) ([md](https://advisorcensus.com/firm/perryman-financial-advisory-inc-dallas-tx-107653.md)) | 107653 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Hourly, Fixed fee, Commissions |
| [Phillips Ray Capital Management, Inc.](https://advisorcensus.com/firm/phillips-ray-capital-management-inc-fort-worth-tx-114408) ([md](https://advisorcensus.com/firm/phillips-ray-capital-management-inc-fort-worth-tx-114408.md)) | 114408 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Performance fee |
| [Piccolo Investment Consulting, LLC](https://advisorcensus.com/firm/piccolo-investment-consulting-llc-denton-tx-170272) ([md](https://advisorcensus.com/firm/piccolo-investment-consulting-llc-denton-tx-170272.md)) | 170272 | Denton, TX | State-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly |
| [Pierce Wealth Partners, Inc.](https://advisorcensus.com/firm/pierce-wealth-partners-inc-fort-worth-tx-315147) ([md](https://advisorcensus.com/firm/pierce-wealth-partners-inc-fort-worth-tx-315147.md)) | 315147 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Other |
| [Pingora Partners LLC](https://advisorcensus.com/firm/pingora-partners-llc-dallas-tx-148262) ([md](https://advisorcensus.com/firm/pingora-partners-llc-dallas-tx-148262.md)) | 148262 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Planb Tax & Wealth Advisors LLC](https://advisorcensus.com/firm/planb-tax-and-wealth-advisors-llc-richardson-tx-300278) ([md](https://advisorcensus.com/firm/planb-tax-and-wealth-advisors-llc-richardson-tx-300278.md)) | 300278 | Richardson, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [PLUTUS21 Capital Management, L.L.C](https://advisorcensus.com/firm/plutus21-capital-management-l-l-c-dallas-tx-322881) ([md](https://advisorcensus.com/firm/plutus21-capital-management-l-l-c-dallas-tx-322881.md)) | 322881 | Dallas, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Performance fee |
| [PMG Family Office, LLC](https://advisorcensus.com/firm/pmg-family-office-llc-plano-tx-312154) ([md](https://advisorcensus.com/firm/pmg-family-office-llc-plano-tx-312154.md)) | 312154 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [PMV Capital Advisers, LLC](https://advisorcensus.com/firm/pmv-capital-advisers-llc-dallas-tx-308010) ([md](https://advisorcensus.com/firm/pmv-capital-advisers-llc-dallas-tx-308010.md)) | 308010 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Point 16 Capital, LLC](https://advisorcensus.com/firm/point-16-capital-llc-dallas-tx-286414) ([md](https://advisorcensus.com/firm/point-16-capital-llc-dallas-tx-286414.md)) | 286414 | Dallas, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [Point Bridge Capital, LLC](https://advisorcensus.com/firm/point-bridge-capital-llc-fort-worth-tx-168071) ([md](https://advisorcensus.com/firm/point-bridge-capital-llc-fort-worth-tx-168071.md)) | 168071 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Portia Capital Management](https://advisorcensus.com/firm/portia-capital-management-fort-worth-tx-286662) ([md](https://advisorcensus.com/firm/portia-capital-management-fort-worth-tx-286662.md)) | 286662 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Premier Wealth Management, LLC](https://advisorcensus.com/firm/premier-wealth-management-llc-fort-worth-tx-145253) ([md](https://advisorcensus.com/firm/premier-wealth-management-llc-fort-worth-tx-145253.md)) | 145253 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 18 | % of assets, Fixed fee, Other |
| [Prestige Wealth Management](https://advisorcensus.com/firm/prestige-wealth-management-southlake-tx-336264) ([md](https://advisorcensus.com/firm/prestige-wealth-management-southlake-tx-336264.md)) | 336264 | Southlake, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Prestonwood Capital Management, LLC](https://advisorcensus.com/firm/prestonwood-capital-management-llc-plano-tx-175138) ([md](https://advisorcensus.com/firm/prestonwood-capital-management-llc-plano-tx-175138.md)) | 175138 | Plano, TX | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [Principia Wealth Advisory, LLC](https://advisorcensus.com/firm/principia-wealth-advisory-llc-dallas-tx-152678) ([md](https://advisorcensus.com/firm/principia-wealth-advisory-llc-dallas-tx-152678.md)) | 152678 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Privus Financial, LLC](https://advisorcensus.com/firm/privus-financial-llc-irving-tx-291495) ([md](https://advisorcensus.com/firm/privus-financial-llc-irving-tx-291495.md)) | 291495 | Irving, TX | State-registered investment adviser | Not reported | 7 | Fixed fee, Other |
| [Pro Capital LLC](https://advisorcensus.com/firm/pro-capital-llc-southlake-tx-334371) ([md](https://advisorcensus.com/firm/pro-capital-llc-southlake-tx-334371.md)) | 334371 | Southlake, TX | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Probity Advisors, Inc.](https://advisorcensus.com/firm/probity-advisors-inc-dallas-tx-121849) ([md](https://advisorcensus.com/firm/probity-advisors-inc-dallas-tx-121849.md)) | 121849 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Hourly, Fixed fee |
| [Promus Advisors](https://advisorcensus.com/firm/promus-advisors-dallas-tx-157484) ([md](https://advisorcensus.com/firm/promus-advisors-dallas-tx-157484.md)) | 157484 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Prospera Financial Services, Inc.](https://advisorcensus.com/firm/prospera-financial-services-inc-dallas-tx-10740) ([md](https://advisorcensus.com/firm/prospera-financial-services-inc-dallas-tx-10740.md)) | 10740 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Hourly, Fixed fee, Commissions, Performance fee, Other |
| [Provident Financial Planning, LLC](https://advisorcensus.com/firm/provident-financial-planning-llc-addison-tx-291830) ([md](https://advisorcensus.com/firm/provident-financial-planning-llc-addison-tx-291830.md)) | 291830 | Addison, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | Hourly, Fixed fee |
| [Prudent Money Financial Services](https://advisorcensus.com/firm/prudent-money-financial-services-addison-tx-128472) ([md](https://advisorcensus.com/firm/prudent-money-financial-services-addison-tx-128472.md)) | 128472 | Addison, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [Prudent Prosperity](https://advisorcensus.com/firm/prudent-prosperity-little-elm-tx-333659) ([md](https://advisorcensus.com/firm/prudent-prosperity-little-elm-tx-333659.md)) | 333659 | Little Elm, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Other |
| [Purewater Capital, LLC](https://advisorcensus.com/firm/purewater-capital-llc-fort-worth-tx-166154) ([md](https://advisorcensus.com/firm/purewater-capital-llc-fort-worth-tx-166154.md)) | 166154 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Quadcap Wealth Management, LLC](https://advisorcensus.com/firm/quadcap-wealth-management-llc-frisco-tx-151490) ([md](https://advisorcensus.com/firm/quadcap-wealth-management-llc-frisco-tx-151490.md)) | 151490 | Frisco, TX | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [Quotient Wealth Partners, LLC](https://advisorcensus.com/firm/quotient-wealth-partners-llc-dallas-tx-326819) ([md](https://advisorcensus.com/firm/quotient-wealth-partners-llc-dallas-tx-326819.md)) | 326819 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Fixed fee |
| [R1 Financial Group](https://advisorcensus.com/firm/r1-financial-group-dallas-tx-166051) ([md](https://advisorcensus.com/firm/r1-financial-group-dallas-tx-166051.md)) | 166051 | Dallas, TX | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [Ranchwood Capital Management](https://advisorcensus.com/firm/ranchwood-capital-management-coppell-tx-288155) ([md](https://advisorcensus.com/firm/ranchwood-capital-management-coppell-tx-288155.md)) | 288155 | Coppell, TX | State-registered investment adviser | Under $25 million | 9 | % of assets, Performance fee |
| [Redwood Family Wealth LLC](https://advisorcensus.com/firm/redwood-family-wealth-llc-plano-tx-334013) ([md](https://advisorcensus.com/firm/redwood-family-wealth-llc-plano-tx-334013.md)) | 334013 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Regan Capital](https://advisorcensus.com/firm/regan-capital-dallas-tx-158294) ([md](https://advisorcensus.com/firm/regan-capital-dallas-tx-158294.md)) | 158294 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee |
| [Relevance Capital Management](https://advisorcensus.com/firm/relevance-capital-management-denton-tx-159983) ([md](https://advisorcensus.com/firm/relevance-capital-management-denton-tx-159983.md)) | 159983 | Denton, TX | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [Requisite Capital Management LLC](https://advisorcensus.com/firm/requisite-capital-management-llc-dallas-tx-283107) ([md](https://advisorcensus.com/firm/requisite-capital-management-llc-dallas-tx-283107.md)) | 283107 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee, Performance fee |
| [Retirement Advisors, LLC](https://advisorcensus.com/firm/retirement-advisors-llc-dallas-tx-147701) ([md](https://advisorcensus.com/firm/retirement-advisors-llc-dallas-tx-147701.md)) | 147701 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Retirement Planners of America](https://advisorcensus.com/firm/retirement-planners-of-america-plano-tx-157222) ([md](https://advisorcensus.com/firm/retirement-planners-of-america-plano-tx-157222.md)) | 157222 | Plano, TX | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets |
| [Revere Asset](https://advisorcensus.com/firm/revere-asset-allen-tx-152881) ([md](https://advisorcensus.com/firm/revere-asset-allen-tx-152881.md)) | 152881 | Allen, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [RFG Wealth Advisory](https://advisorcensus.com/firm/rfg-wealth-advisory-argyle-tx-173862) ([md](https://advisorcensus.com/firm/rfg-wealth-advisory-argyle-tx-173862.md)) | 173862 | Argyle, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [RHM Capital Management, Inc.](https://advisorcensus.com/firm/rhm-capital-management-inc-fort-worth-tx-155229) ([md](https://advisorcensus.com/firm/rhm-capital-management-inc-fort-worth-tx-155229.md)) | 155229 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Ridgewood Wealth Management LLC](https://advisorcensus.com/firm/ridgewood-wealth-management-llc-southlake-tx-302033) ([md](https://advisorcensus.com/firm/ridgewood-wealth-management-llc-southlake-tx-302033.md)) | 302033 | Southlake, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Riverchase Wealth Management, LLC](https://advisorcensus.com/firm/riverchase-wealth-management-llc-flower-mound-tx-156950) ([md](https://advisorcensus.com/firm/riverchase-wealth-management-llc-flower-mound-tx-156950.md)) | 156950 | Flower Mound, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [RJG Financial](https://advisorcensus.com/firm/rjg-financial-dallas-tx-114799) ([md](https://advisorcensus.com/firm/rjg-financial-dallas-tx-114799.md)) | 114799 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly, Fixed fee |
| [Rockwall Wealth Advisors](https://advisorcensus.com/firm/rockwall-wealth-advisors-rockwall-tx-310735) ([md](https://advisorcensus.com/firm/rockwall-wealth-advisors-rockwall-tx-310735.md)) | 310735 | Rockwall, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Rockwall Wealth Management](https://advisorcensus.com/firm/rockwall-wealth-management-rockwall-tx-339856) ([md](https://advisorcensus.com/firm/rockwall-wealth-management-rockwall-tx-339856.md)) | 339856 | Rockwall, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Rogers Wealth Group, Inc.](https://advisorcensus.com/firm/rogers-wealth-group-inc-fort-worth-tx-107409) ([md](https://advisorcensus.com/firm/rogers-wealth-group-inc-fort-worth-tx-107409.md)) | 107409 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Fixed fee |
| [Roosevelt Capital Management LLC](https://advisorcensus.com/firm/roosevelt-capital-management-llc-dallas-tx-283217) ([md](https://advisorcensus.com/firm/roosevelt-capital-management-llc-dallas-tx-283217.md)) | 283217 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets |

- Previous page: https://advisorcensus.com/advisors/tx/dallas/for-high-net-worth-individuals/page/6.md
- Next page: https://advisorcensus.com/advisors/tx/dallas/for-high-net-worth-individuals/page/8.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.

## Related pages

- [Financial advisors in Texas](https://advisorcensus.com/advisors/tx) (https://advisorcensus.com/advisors/tx.md)
- [Financial advisors in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas) (https://advisorcensus.com/advisors/tx/dallas.md)
- [Fee-only financial advisors in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas/fee-only) (https://advisorcensus.com/advisors/tx/dallas/fee-only.md)
- [Flat-fee financial advisors in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas/flat-fee) (https://advisorcensus.com/advisors/tx/dallas/flat-fee.md)
- [Hourly financial advisors in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas/hourly) (https://advisorcensus.com/advisors/tx/dallas/hourly.md)
- [Financial advisors for concentrated stock positions in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas/concentrated-stock-positions) (https://advisorcensus.com/advisors/tx/dallas/concentrated-stock-positions.md)
- [Financial advisors for pre-retirees in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas/pre-retirees) (https://advisorcensus.com/advisors/tx/dallas/pre-retirees.md)
- [Financial advisors in Fort Worth, TX](https://advisorcensus.com/advisors/tx/dallas/fort-worth) (https://advisorcensus.com/advisors/tx/dallas/fort-worth.md)
- [Financial advisors in Plano, TX](https://advisorcensus.com/advisors/tx/dallas/plano) (https://advisorcensus.com/advisors/tx/dallas/plano.md)
- [Financial advisors in Southlake, TX](https://advisorcensus.com/advisors/tx/dallas/southlake) (https://advisorcensus.com/advisors/tx/dallas/southlake.md)
- [Financial advisors in Frisco, TX](https://advisorcensus.com/advisors/tx/dallas/frisco) (https://advisorcensus.com/advisors/tx/dallas/frisco.md)
- [Financial advisors in Richardson, TX](https://advisorcensus.com/advisors/tx/dallas/richardson) (https://advisorcensus.com/advisors/tx/dallas/richardson.md)
- [Financial advisors in McKinney, TX](https://advisorcensus.com/advisors/tx/dallas/mckinney) (https://advisorcensus.com/advisors/tx/dallas/mckinney.md)
- [Financial advisors in Addison, TX](https://advisorcensus.com/advisors/tx/dallas/addison) (https://advisorcensus.com/advisors/tx/dallas/addison.md)
- [Financial advisors in Denton, TX](https://advisorcensus.com/advisors/tx/dallas/denton) (https://advisorcensus.com/advisors/tx/dallas/denton.md)
- [Financial advisors in Irving, TX](https://advisorcensus.com/advisors/tx/dallas/irving) (https://advisorcensus.com/advisors/tx/dallas/irving.md)
- [Financial advisors in Allen, TX](https://advisorcensus.com/advisors/tx/dallas/allen) (https://advisorcensus.com/advisors/tx/dallas/allen.md)
- [Financial advisors in Flower Mound, TX](https://advisorcensus.com/advisors/tx/dallas/flower-mound) (https://advisorcensus.com/advisors/tx/dallas/flower-mound.md)
- [Financial advisors in Houston](https://advisorcensus.com/advisors/tx/houston) (https://advisorcensus.com/advisors/tx/houston.md)
- [Financial advisors in Austin](https://advisorcensus.com/advisors/tx/austin) (https://advisorcensus.com/advisors/tx/austin.md)
- [Financial advisors in San Antonio](https://advisorcensus.com/advisors/tx/san-antonio) (https://advisorcensus.com/advisors/tx/san-antonio.md)
- [Financial advisors in Waco](https://advisorcensus.com/advisors/tx/waco) (https://advisorcensus.com/advisors/tx/waco.md)
- [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.