# 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/8

## 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 8 of 10, 351 to 400 of 469, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Roserock Wealth Management, LLC](https://advisorcensus.com/firm/roserock-wealth-management-llc-dallas-tx-288088) ([md](https://advisorcensus.com/firm/roserock-wealth-management-llc-dallas-tx-288088.md)) | 288088 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Ross Wealth Group, LLC](https://advisorcensus.com/firm/ross-wealth-group-llc-arlington-tx-331750) ([md](https://advisorcensus.com/firm/ross-wealth-group-llc-arlington-tx-331750.md)) | 331750 | Arlington, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [RTW Financial Advisors Inc](https://advisorcensus.com/firm/rtw-financial-advisors-inc-dallas-tx-109934) ([md](https://advisorcensus.com/firm/rtw-financial-advisors-inc-dallas-tx-109934.md)) | 109934 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 35 | % of assets, Hourly, Fixed fee, Commissions |
| [RWR Investments LLC](https://advisorcensus.com/firm/rwr-investments-llc-dallas-tx-157966) ([md](https://advisorcensus.com/firm/rwr-investments-llc-dallas-tx-157966.md)) | 157966 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Performance fee |
| [Rydar Equities, Inc.](https://advisorcensus.com/firm/rydar-equities-inc-weatherford-tx-154086) ([md](https://advisorcensus.com/firm/rydar-equities-inc-weatherford-tx-154086.md)) | 154086 | Weatherford, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [S&S Wealth Management](https://advisorcensus.com/firm/s-and-s-wealth-management-grand-prairie-tx-130652) ([md](https://advisorcensus.com/firm/s-and-s-wealth-management-grand-prairie-tx-130652.md)) | 130652 | Grand Prairie, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Sabana Capital Management, LLC](https://advisorcensus.com/firm/sabana-capital-management-llc-dallas-tx-156273) ([md](https://advisorcensus.com/firm/sabana-capital-management-llc-dallas-tx-156273.md)) | 156273 | Dallas, TX | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [Saddock Wealth, LLC](https://advisorcensus.com/firm/saddock-wealth-llc-dallas-tx-161568) ([md](https://advisorcensus.com/firm/saddock-wealth-llc-dallas-tx-161568.md)) | 161568 | Dallas, TX | SEC-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Sammons Wealth](https://advisorcensus.com/firm/sammons-wealth-dallas-tx-286284) ([md](https://advisorcensus.com/firm/sammons-wealth-dallas-tx-286284.md)) | 286284 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Scherer Financial Advisory Services, LLC](https://advisorcensus.com/firm/scherer-financial-advisory-services-llc-dallas-tx-317435) ([md](https://advisorcensus.com/firm/scherer-financial-advisory-services-llc-dallas-tx-317435.md)) | 317435 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Commissions |
| [Schlegel Dunn LLC](https://advisorcensus.com/firm/schlegel-dunn-llc-plano-tx-337990) ([md](https://advisorcensus.com/firm/schlegel-dunn-llc-plano-tx-337990.md)) | 337990 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Schlindwein Associates LLC](https://advisorcensus.com/firm/schlindwein-associates-llc-dallas-tx-109132) ([md](https://advisorcensus.com/firm/schlindwein-associates-llc-dallas-tx-109132.md)) | 109132 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Schulz Wealth, Ltd.](https://advisorcensus.com/firm/schulz-wealth-ltd-mansfield-tx-172194) ([md](https://advisorcensus.com/firm/schulz-wealth-ltd-mansfield-tx-172194.md)) | 172194 | Mansfield, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Sendera Wealth Advisors](https://advisorcensus.com/firm/sendera-wealth-advisors-richardson-tx-333652) ([md](https://advisorcensus.com/firm/sendera-wealth-advisors-richardson-tx-333652.md)) | 333652 | Richardson, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Sequoia Private Wealth Management, LLC](https://advisorcensus.com/firm/sequoia-private-wealth-management-llc-irving-tx-174527) ([md](https://advisorcensus.com/firm/sequoia-private-wealth-management-llc-irving-tx-174527.md)) | 174527 | Irving, TX | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [SFMG Wealth Advisors](https://advisorcensus.com/firm/sfmg-wealth-advisors-plano-tx-107548) ([md](https://advisorcensus.com/firm/sfmg-wealth-advisors-plano-tx-107548.md)) | 107548 | Plano, TX | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets, Fixed fee |
| [Sharpedge Financial](https://advisorcensus.com/firm/sharpedge-financial-southlake-tx-331971) ([md](https://advisorcensus.com/firm/sharpedge-financial-southlake-tx-331971.md)) | 331971 | Southlake, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Shelton Wealth Management, LLC](https://advisorcensus.com/firm/shelton-wealth-management-llc-fort-worth-tx-312686) ([md](https://advisorcensus.com/firm/shelton-wealth-management-llc-fort-worth-tx-312686.md)) | 312686 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Signal Securities, Inc.](https://advisorcensus.com/firm/signal-securities-inc-fort-worth-tx-15916) ([md](https://advisorcensus.com/firm/signal-securities-inc-fort-worth-tx-15916.md)) | 15916 | Fort Worth, TX | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee, Commissions |
| [SK Advisor Network, LLC](https://advisorcensus.com/firm/sk-advisor-network-llc-plano-tx-317533) ([md](https://advisorcensus.com/firm/sk-advisor-network-llc-plano-tx-317533.md)) | 317533 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Slaton Capital Advisors](https://advisorcensus.com/firm/slaton-capital-advisors-bartonville-tx-306564) ([md](https://advisorcensus.com/firm/slaton-capital-advisors-bartonville-tx-306564.md)) | 306564 | Bartonville, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [SMH Capital Advisors LLC](https://advisorcensus.com/firm/smh-capital-advisors-llc-weatherford-tx-108344) ([md](https://advisorcensus.com/firm/smh-capital-advisors-llc-weatherford-tx-108344.md)) | 108344 | Weatherford, TX | SEC-registered investment adviser | $500 million to $1 billion | 29 | % of assets, Hourly, Commissions |
| [Smith Group Asset Management, LLC](https://advisorcensus.com/firm/smith-group-asset-management-llc-dallas-tx-313265) ([md](https://advisorcensus.com/firm/smith-group-asset-management-llc-dallas-tx-313265.md)) | 313265 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets |
| [Snider Advisors](https://advisorcensus.com/firm/snider-advisors-irving-tx-120943) ([md](https://advisorcensus.com/firm/snider-advisors-irving-tx-120943.md)) | 120943 | Irving, TX | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee, Commissions |
| [Snowcap Capital Management](https://advisorcensus.com/firm/snowcap-capital-management-dallas-tx-146883) ([md](https://advisorcensus.com/firm/snowcap-capital-management-dallas-tx-146883.md)) | 146883 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Solutions 4 Wealth](https://advisorcensus.com/firm/solutions-4-wealth-southlake-tx-143248) ([md](https://advisorcensus.com/firm/solutions-4-wealth-southlake-tx-143248.md)) | 143248 | Southlake, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Sparrow Advisors, LLC](https://advisorcensus.com/firm/sparrow-advisors-llc-dallas-tx-327087) ([md](https://advisorcensus.com/firm/sparrow-advisors-llc-dallas-tx-327087.md)) | 327087 | Dallas, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Spectrum Advisors, Inc.](https://advisorcensus.com/firm/spectrum-advisors-inc-plano-tx-114805) ([md](https://advisorcensus.com/firm/spectrum-advisors-inc-plano-tx-114805.md)) | 114805 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Spectrum Strategies, L.L.C.](https://advisorcensus.com/firm/spectrum-strategies-l-l-c-dallas-tx-115318) ([md](https://advisorcensus.com/firm/spectrum-strategies-l-l-c-dallas-tx-115318.md)) | 115318 | Dallas, TX | State-registered investment adviser | Not reported | 28 | Hourly, Fixed fee |
| [Springwood Financial Advisors](https://advisorcensus.com/firm/springwood-financial-advisors-dallas-tx-131190) ([md](https://advisorcensus.com/firm/springwood-financial-advisors-dallas-tx-131190.md)) | 131190 | Dallas, TX | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee |
| [ST. James Investment Company, LLC](https://advisorcensus.com/firm/st-james-investment-company-llc-southlake-tx-124777) ([md](https://advisorcensus.com/firm/st-james-investment-company-llc-southlake-tx-124777.md)) | 124777 | Southlake, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets |
| [Stadtler Capital Management, LLC](https://advisorcensus.com/firm/stadtler-capital-management-llc-fort-worth-tx-156465) ([md](https://advisorcensus.com/firm/stadtler-capital-management-llc-fort-worth-tx-156465.md)) | 156465 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 15 | % of assets, Fixed fee, Performance fee |
| [Steadtrust](https://advisorcensus.com/firm/steadtrust-allen-tx-334416) ([md](https://advisorcensus.com/firm/steadtrust-allen-tx-334416.md)) | 334416 | Allen, TX | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Hourly, Fixed fee |
| [Sterling Capital Advisors](https://advisorcensus.com/firm/sterling-capital-advisors-fort-worth-tx-335544) ([md](https://advisorcensus.com/firm/sterling-capital-advisors-fort-worth-tx-335544.md)) | 335544 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Stone Hill Wealth Management, LLC](https://advisorcensus.com/firm/stone-hill-wealth-management-llc-dallas-tx-282930) ([md](https://advisorcensus.com/firm/stone-hill-wealth-management-llc-dallas-tx-282930.md)) | 282930 | Dallas, TX | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Stonebridge Wealth Management, LLC](https://advisorcensus.com/firm/stonebridge-wealth-management-llc-frisco-tx-146775) ([md](https://advisorcensus.com/firm/stonebridge-wealth-management-llc-frisco-tx-146775.md)) | 146775 | Frisco, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Storehouse Financial LLC](https://advisorcensus.com/firm/storehouse-financial-llc-fort-worth-tx-140738) ([md](https://advisorcensus.com/firm/storehouse-financial-llc-fort-worth-tx-140738.md)) | 140738 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Performance fee |
| [Stranberg Capital LLC](https://advisorcensus.com/firm/stranberg-capital-llc-southlake-tx-114581) ([md](https://advisorcensus.com/firm/stranberg-capital-llc-southlake-tx-114581.md)) | 114581 | Southlake, TX | State-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Strata Wealth Advisors, LLC](https://advisorcensus.com/firm/strata-wealth-advisors-llc-dallas-tx-285973) ([md](https://advisorcensus.com/firm/strata-wealth-advisors-llc-dallas-tx-285973.md)) | 285973 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee |
| [Strategic Financial Planning, Inc.](https://advisorcensus.com/firm/strategic-financial-planning-inc-plano-tx-118450) ([md](https://advisorcensus.com/firm/strategic-financial-planning-inc-plano-tx-118450.md)) | 118450 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Strategic Portfolio Solutions, LLC](https://advisorcensus.com/firm/strategic-portfolio-solutions-llc-dallas-tx-156374) ([md](https://advisorcensus.com/firm/strategic-portfolio-solutions-llc-dallas-tx-156374.md)) | 156374 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Strategic Wealth Management, LLC](https://advisorcensus.com/firm/strategic-wealth-management-llc-bedford-tx-171908) ([md](https://advisorcensus.com/firm/strategic-wealth-management-llc-bedford-tx-171908.md)) | 171908 | Bedford, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Strategic Wealth Planning](https://advisorcensus.com/firm/strategic-wealth-planning-richardson-tx-149134) ([md](https://advisorcensus.com/firm/strategic-wealth-planning-richardson-tx-149134.md)) | 149134 | Richardson, TX | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly, Fixed fee |
| [Street Light Wealth Management, LLC](https://advisorcensus.com/firm/street-light-wealth-management-llc-dallas-tx-312577) ([md](https://advisorcensus.com/firm/street-light-wealth-management-llc-dallas-tx-312577.md)) | 312577 | Dallas, TX | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Strive Asset Management](https://advisorcensus.com/firm/strive-asset-management-dallas-tx-322039) ([md](https://advisorcensus.com/firm/strive-asset-management-dallas-tx-322039.md)) | 322039 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets |
| [Styre Wealth](https://advisorcensus.com/firm/styre-wealth-fort-worth-tx-289276) ([md](https://advisorcensus.com/firm/styre-wealth-fort-worth-tx-289276.md)) | 289276 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Succession Financial, Inc](https://advisorcensus.com/firm/succession-financial-inc-mckinney-tx-336434) ([md](https://advisorcensus.com/firm/succession-financial-inc-mckinney-tx-336434.md)) | 336434 | McKinney, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Sunsage Capital Management](https://advisorcensus.com/firm/sunsage-capital-management-grapevine-tx-140332) ([md](https://advisorcensus.com/firm/sunsage-capital-management-grapevine-tx-140332.md)) | 140332 | Grapevine, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Surepath Wealth Management, LLC](https://advisorcensus.com/firm/surepath-wealth-management-llc-frisco-tx-333020) ([md](https://advisorcensus.com/firm/surepath-wealth-management-llc-frisco-tx-333020.md)) | 333020 | Frisco, TX | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [SWMG, LLC](https://advisorcensus.com/firm/swmg-llc-fort-worth-tx-166688) ([md](https://advisorcensus.com/firm/swmg-llc-fort-worth-tx-166688.md)) | 166688 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, 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 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.