# 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/9

## 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 9 of 10, 401 to 450 of 469, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Symmetry Capital Advisors LLC](https://advisorcensus.com/firm/symmetry-capital-advisors-llc-dallas-tx-122563) ([md](https://advisorcensus.com/firm/symmetry-capital-advisors-llc-dallas-tx-122563.md)) | 122563 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets |
| [Symphony One Capital Management, LLC](https://advisorcensus.com/firm/symphony-one-capital-management-llc-dallas-tx-329568) ([md](https://advisorcensus.com/firm/symphony-one-capital-management-llc-dallas-tx-329568.md)) | 329568 | Dallas, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee, Performance fee |
| [Tailwind Advisors](https://advisorcensus.com/firm/tailwind-advisors-fort-worth-tx-150081) ([md](https://advisorcensus.com/firm/tailwind-advisors-fort-worth-tx-150081.md)) | 150081 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Performance fee |
| [Taylor Financial Consulting](https://advisorcensus.com/firm/taylor-financial-consulting-lantana-tx-114577) ([md](https://advisorcensus.com/firm/taylor-financial-consulting-lantana-tx-114577.md)) | 114577 | Lantana, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Tectonic Advisors LLC](https://advisorcensus.com/firm/tectonic-advisors-llc-frisco-tx-139713) ([md](https://advisorcensus.com/firm/tectonic-advisors-llc-frisco-tx-139713.md)) | 139713 | Frisco, TX | SEC-registered investment adviser | Over $5 billion | 20 | % of assets |
| [Tevis Investment Management, LLC](https://advisorcensus.com/firm/tevis-investment-management-llc-plano-tx-167750) ([md](https://advisorcensus.com/firm/tevis-investment-management-llc-plano-tx-167750.md)) | 167750 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Texas Capital Bank Private Wealth Advisors](https://advisorcensus.com/firm/texas-capital-bank-private-wealth-advisors-dallas-tx-298422) ([md](https://advisorcensus.com/firm/texas-capital-bank-private-wealth-advisors-dallas-tx-298422.md)) | 298422 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee |
| [TFR Capital](https://advisorcensus.com/firm/tfr-capital-plano-tx-333108) ([md](https://advisorcensus.com/firm/tfr-capital-plano-tx-333108.md)) | 333108 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [The Capital Chart Room, Ltd](https://advisorcensus.com/firm/the-capital-chart-room-ltd-fort-worth-tx-117980) ([md](https://advisorcensus.com/firm/the-capital-chart-room-ltd-fort-worth-tx-117980.md)) | 117980 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Fixed fee |
| [The Gardner Group](https://advisorcensus.com/firm/the-gardner-group-dallas-tx-114263) ([md](https://advisorcensus.com/firm/the-gardner-group-dallas-tx-114263.md)) | 114263 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [The Helix Financial Group](https://advisorcensus.com/firm/the-helix-financial-group-carrolltron-tx-147803) ([md](https://advisorcensus.com/firm/the-helix-financial-group-carrolltron-tx-147803.md)) | 147803 | Carrolltron, TX | State-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly |
| [The Watchman Group, Inc.](https://advisorcensus.com/firm/the-watchman-group-inc-plano-tx-133690) ([md](https://advisorcensus.com/firm/the-watchman-group-inc-plano-tx-133690.md)) | 133690 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [Therawealth, LLC](https://advisorcensus.com/firm/therawealth-llc-southlake-tx-337978) ([md](https://advisorcensus.com/firm/therawealth-llc-southlake-tx-337978.md)) | 337978 | Southlake, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Third Generation Capital Management](https://advisorcensus.com/firm/third-generation-capital-management-dallas-tx-300367) ([md](https://advisorcensus.com/firm/third-generation-capital-management-dallas-tx-300367.md)) | 300367 | Dallas, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee, Performance fee |
| [Thirteen Twenty-Two Advisors](https://advisorcensus.com/firm/thirteen-twenty-two-advisors-fort-worth-tx-339326) ([md](https://advisorcensus.com/firm/thirteen-twenty-two-advisors-fort-worth-tx-339326.md)) | 339326 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Three Bell Capital LLC](https://advisorcensus.com/firm/three-bell-capital-llc-dallas-tx-159736) ([md](https://advisorcensus.com/firm/three-bell-capital-llc-dallas-tx-159736.md)) | 159736 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Fixed fee, Performance fee, Other |
| [TKC Wealth Management LLC](https://advisorcensus.com/firm/tkc-wealth-management-llc-dallas-tx-158498) ([md](https://advisorcensus.com/firm/tkc-wealth-management-llc-dallas-tx-158498.md)) | 158498 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [TL Private Wealth](https://advisorcensus.com/firm/tl-private-wealth-southlake-tx-167818) ([md](https://advisorcensus.com/firm/tl-private-wealth-southlake-tx-167818.md)) | 167818 | Southlake, TX | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Tolleson Private Wealth Management](https://advisorcensus.com/firm/tolleson-private-wealth-management-dallas-tx-111838) ([md](https://advisorcensus.com/firm/tolleson-private-wealth-management-dallas-tx-111838.md)) | 111838 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Hourly, Fixed fee |
| [Tradespro LLC](https://advisorcensus.com/firm/tradespro-llc-addison-tx-336150) ([md](https://advisorcensus.com/firm/tradespro-llc-addison-tx-336150.md)) | 336150 | Addison, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Subscription, Fixed fee, Performance fee |
| [Trinity Investment Management, LLC](https://advisorcensus.com/firm/trinity-investment-management-llc-fort-worth-tx-133873) ([md](https://advisorcensus.com/firm/trinity-investment-management-llc-fort-worth-tx-133873.md)) | 133873 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Performance fee |
| [Trinity Portfolio Advisors, LLC](https://advisorcensus.com/firm/trinity-portfolio-advisors-llc-southlake-tx-151721) ([md](https://advisorcensus.com/firm/trinity-portfolio-advisors-llc-southlake-tx-151721.md)) | 151721 | Southlake, TX | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee |
| [Trinsic Capital, LLC](https://advisorcensus.com/firm/trinsic-capital-llc-fort-worth-tx-165949) ([md](https://advisorcensus.com/firm/trinsic-capital-llc-fort-worth-tx-165949.md)) | 165949 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [TRS Advisors, LLC](https://advisorcensus.com/firm/trs-advisors-llc-fort-worth-tx-283248) ([md](https://advisorcensus.com/firm/trs-advisors-llc-fort-worth-tx-283248.md)) | 283248 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | Not reported | % of assets, Fixed fee |
| [True North Advisors, LLC](https://advisorcensus.com/firm/true-north-advisors-llc-dallas-tx-116048) ([md](https://advisorcensus.com/firm/true-north-advisors-llc-dallas-tx-116048.md)) | 116048 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Fixed fee, Performance fee |
| [Tuggle & Russell, L.L.C.](https://advisorcensus.com/firm/tuggle-and-russell-l-l-c-richardson-tx-124177) ([md](https://advisorcensus.com/firm/tuggle-and-russell-l-l-c-richardson-tx-124177.md)) | 124177 | Richardson, TX | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly, Fixed fee |
| [Turtle Creek Trust](https://advisorcensus.com/firm/turtle-creek-trust-dallas-tx-140212) ([md](https://advisorcensus.com/firm/turtle-creek-trust-dallas-tx-140212.md)) | 140212 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets |
| [Turtle Creek Wealth Advisors, LLC](https://advisorcensus.com/firm/turtle-creek-wealth-advisors-llc-dallas-tx-322998) ([md](https://advisorcensus.com/firm/turtle-creek-wealth-advisors-llc-dallas-tx-322998.md)) | 322998 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Fixed fee, Performance fee |
| [Turtle Creek Wealthcare](https://advisorcensus.com/firm/turtle-creek-wealthcare-dallas-tx-142312) ([md](https://advisorcensus.com/firm/turtle-creek-wealthcare-dallas-tx-142312.md)) | 142312 | Dallas, TX | State-registered investment adviser | Under $25 million | 19 | % of assets, Fixed fee |
| [Two Pillars Asset Management](https://advisorcensus.com/firm/two-pillars-asset-management-frisco-tx-300859) ([md](https://advisorcensus.com/firm/two-pillars-asset-management-frisco-tx-300859.md)) | 300859 | Frisco, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [United Advisors America](https://advisorcensus.com/firm/united-advisors-america-prosper-tx-147350) ([md](https://advisorcensus.com/firm/united-advisors-america-prosper-tx-147350.md)) | 147350 | Prosper, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [United Capital Financial Advisors](https://advisorcensus.com/firm/united-capital-financial-advisors-irving-tx-134600) ([md](https://advisorcensus.com/firm/united-capital-financial-advisors-irving-tx-134600.md)) | 134600 | Irving, TX | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Hourly, Fixed fee |
| [Upspring Capital LLC](https://advisorcensus.com/firm/upspring-capital-llc-dallas-tx-292010) ([md](https://advisorcensus.com/firm/upspring-capital-llc-dallas-tx-292010.md)) | 292010 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Performance fee |
| [Uptown Capital Advisors](https://advisorcensus.com/firm/uptown-capital-advisors-dallas-tx-171401) ([md](https://advisorcensus.com/firm/uptown-capital-advisors-dallas-tx-171401.md)) | 171401 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [USA Asset Management, LLC](https://advisorcensus.com/firm/usa-asset-management-llc-plano-tx-130946) ([md](https://advisorcensus.com/firm/usa-asset-management-llc-plano-tx-130946.md)) | 130946 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Valentine Investments, LLC](https://advisorcensus.com/firm/valentine-investments-llc-dallas-tx-153898) ([md](https://advisorcensus.com/firm/valentine-investments-llc-dallas-tx-153898.md)) | 153898 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Valinor Wealth Management](https://advisorcensus.com/firm/valinor-wealth-management-plano-tx-285212) ([md](https://advisorcensus.com/firm/valinor-wealth-management-plano-tx-285212.md)) | 285212 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [Vann Equity Management LLC](https://advisorcensus.com/firm/vann-equity-management-llc-plano-tx-174239) ([md](https://advisorcensus.com/firm/vann-equity-management-llc-plano-tx-174239.md)) | 174239 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Vantage Wealth Management LLC](https://advisorcensus.com/firm/vantage-wealth-management-llc-rockwall-tx-324061) ([md](https://advisorcensus.com/firm/vantage-wealth-management-llc-rockwall-tx-324061.md)) | 324061 | Rockwall, TX | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Vaquero Private Wealth, Ltd.](https://advisorcensus.com/firm/vaquero-private-wealth-ltd-dallas-tx-305266) ([md](https://advisorcensus.com/firm/vaquero-private-wealth-ltd-dallas-tx-305266.md)) | 305266 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly |
| [Vestted Wealth Advisors](https://advisorcensus.com/firm/vestted-wealth-advisors-dallas-tx-339140) ([md](https://advisorcensus.com/firm/vestted-wealth-advisors-dallas-tx-339140.md)) | 339140 | Dallas, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [View Capital RIA, LP](https://advisorcensus.com/firm/view-capital-ria-lp-dallas-tx-130678) ([md](https://advisorcensus.com/firm/view-capital-ria-lp-dallas-tx-130678.md)) | 130678 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee, Performance fee |
| [Volkman Wealth Management, LLC](https://advisorcensus.com/firm/volkman-wealth-management-llc-dallas-tx-309438) ([md](https://advisorcensus.com/firm/volkman-wealth-management-llc-dallas-tx-309438.md)) | 309438 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Wallace Capital Management, Inc.](https://advisorcensus.com/firm/wallace-capital-management-inc-dallas-tx-119174) ([md](https://advisorcensus.com/firm/wallace-capital-management-inc-dallas-tx-119174.md)) | 119174 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Performance fee |
| [Waterford Capital Investment Advisory Services LLC](https://advisorcensus.com/firm/waterford-capital-investment-advisory-services-llc-addison-tx-144172) ([md](https://advisorcensus.com/firm/waterford-capital-investment-advisory-services-llc-addison-tx-144172.md)) | 144172 | Addison, TX | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Wave Wealth Management, LLC](https://advisorcensus.com/firm/wave-wealth-management-llc-frisco-tx-285079) ([md](https://advisorcensus.com/firm/wave-wealth-management-llc-frisco-tx-285079.md)) | 285079 | Frisco, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Waymaker Financial Planning](https://advisorcensus.com/firm/waymaker-financial-planning-fort-worth-tx-308177) ([md](https://advisorcensus.com/firm/waymaker-financial-planning-fort-worth-tx-308177.md)) | 308177 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Wealthstar Advisors, LLC](https://advisorcensus.com/firm/wealthstar-advisors-llc-plano-tx-164957) ([md](https://advisorcensus.com/firm/wealthstar-advisors-llc-plano-tx-164957.md)) | 164957 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |
| [Westmont Advisory, LLC](https://advisorcensus.com/firm/westmont-advisory-llc-flower-mound-tx-343407) ([md](https://advisorcensus.com/firm/westmont-advisory-llc-flower-mound-tx-343407.md)) | 343407 | Flower Mound, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Westwood Management Corp](https://advisorcensus.com/firm/westwood-management-corp-dallas-tx-110269) ([md](https://advisorcensus.com/firm/westwood-management-corp-dallas-tx-110269.md)) | 110269 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 43 | % of assets, 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 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.