# Financial advisors for retirement plans in Dallas, TX

> AdvisorCensus lists 156 investment advisory firms with a principal office in the Dallas metro area that report retirement plans 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-retirement-plans

## At a glance

- Investment advisory firms: 156
- Registration: SEC-registered investment adviser: 118, State-registered investment adviser: 38
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 47 (30%); Percentage of assets 152 (97%); Hourly charges 66 (42%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 102 (65%); Commissions 6 (4%); Performance-based fees 31 (20%); Other 14 (9%)
- Regulatory assets under management (Item 5.F): Under $25 million 13 (8%); $25 million to $100 million 20 (13%); $100 million to $500 million 49 (31%); $500 million to $1 billion 25 (16%); $1 billion to $5 billion 28 (18%); Over $5 billion 18 (12%); Not reported 3 (2%)
- Years registered: Under 5 years 34 (22%); 5 to 9 years 45 (29%); 10 to 19 years 37 (24%); 20 years or more 39 (25%); Not reported 1 (1%)

## Firms (page 1 of 4, 1 to 50 of 156, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [7th Harvest Investments](https://advisorcensus.com/firm/7th-harvest-investments-dallas-tx-139792) ([md](https://advisorcensus.com/firm/7th-harvest-investments-dallas-tx-139792.md)) | 139792 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Ackerman Capital Management](https://advisorcensus.com/firm/ackerman-capital-management-dallas-tx-123824) ([md](https://advisorcensus.com/firm/ackerman-capital-management-dallas-tx-123824.md)) | 123824 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Fixed fee, Performance fee |
| [Advisor Resource Council](https://advisorcensus.com/firm/advisor-resource-council-dallas-tx-164109) ([md](https://advisorcensus.com/firm/advisor-resource-council-dallas-tx-164109.md)) | 164109 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee |
| [Alexander D Cohen Investments, LLC](https://advisorcensus.com/firm/alexander-d-cohen-investments-llc-dallas-tx-170548) ([md](https://advisorcensus.com/firm/alexander-d-cohen-investments-llc-dallas-tx-170548.md)) | 170548 | Dallas, TX | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [Allred Harris Wealth Management.](https://advisorcensus.com/firm/allred-harris-wealth-management-dallas-tx-297533) ([md](https://advisorcensus.com/firm/allred-harris-wealth-management-dallas-tx-297533.md)) | 297533 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [American Beacon Advisors, Inc.](https://advisorcensus.com/firm/american-beacon-advisors-inc-irving-tx-105552) ([md](https://advisorcensus.com/firm/american-beacon-advisors-inc-irving-tx-105552.md)) | 105552 | Irving, TX | SEC-registered investment adviser | Over $5 billion | 39 | % of assets |
| [Annandale Capital, LLC](https://advisorcensus.com/firm/annandale-capital-llc-dallas-tx-136667) ([md](https://advisorcensus.com/firm/annandale-capital-llc-dallas-tx-136667.md)) | 136667 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee, Performance fee |
| [Apeiron](https://advisorcensus.com/firm/apeiron-dallas-tx-289273) ([md](https://advisorcensus.com/firm/apeiron-dallas-tx-289273.md)) | 289273 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Ascentis Independent Advisors, LLC](https://advisorcensus.com/firm/ascentis-independent-advisors-llc-dallas-tx-322879) ([md](https://advisorcensus.com/firm/ascentis-independent-advisors-llc-dallas-tx-322879.md)) | 322879 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee, Other |
| [Ascentis Wealth Management, LLC](https://advisorcensus.com/firm/ascentis-wealth-management-llc-dallas-tx-330923) ([md](https://advisorcensus.com/firm/ascentis-wealth-management-llc-dallas-tx-330923.md)) | 330923 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Other |
| [Assetbuilder, Inc.](https://advisorcensus.com/firm/assetbuilder-inc-allen-tx-142665) ([md](https://advisorcensus.com/firm/assetbuilder-inc-allen-tx-142665.md)) | 142665 | Allen, TX | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Fixed fee |
| [Balefire, LLC](https://advisorcensus.com/firm/balefire-llc-dallas-tx-168733) ([md](https://advisorcensus.com/firm/balefire-llc-dallas-tx-168733.md)) | 168733 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Ballast Asset Management](https://advisorcensus.com/firm/ballast-asset-management-dallas-tx-311116) ([md](https://advisorcensus.com/firm/ballast-asset-management-dallas-tx-311116.md)) | 311116 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Barrow Hanley Global Investors](https://advisorcensus.com/firm/barrow-hanley-global-investors-dallas-tx-105519) ([md](https://advisorcensus.com/firm/barrow-hanley-global-investors-dallas-tx-105519.md)) | 105519 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 38 | % of assets, Performance fee |
| [BDJ Wealth Management LLC](https://advisorcensus.com/firm/bdj-wealth-management-llc-plano-tx-309290) ([md](https://advisorcensus.com/firm/bdj-wealth-management-llc-plano-tx-309290.md)) | 309290 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Beaird Harris](https://advisorcensus.com/firm/beaird-harris-dallas-tx-107238) ([md](https://advisorcensus.com/firm/beaird-harris-dallas-tx-107238.md)) | 107238 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Fixed fee |
| [Bentoak Capital](https://advisorcensus.com/firm/bentoak-capital-weatherford-tx-173563) ([md](https://advisorcensus.com/firm/bentoak-capital-weatherford-tx-173563.md)) | 173563 | Weatherford, TX | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Bland Garvey Wealth Advisors, LLC](https://advisorcensus.com/firm/bland-garvey-wealth-advisors-llc-richardson-tx-140066) ([md](https://advisorcensus.com/firm/bland-garvey-wealth-advisors-llc-richardson-tx-140066.md)) | 140066 | Richardson, TX | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly |
| [Bolgiano Capital Management](https://advisorcensus.com/firm/bolgiano-capital-management-midlothian-tx-148654) ([md](https://advisorcensus.com/firm/bolgiano-capital-management-midlothian-tx-148654.md)) | 148654 | Midlothian, TX | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed 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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Crestline Management, L.P.](https://advisorcensus.com/firm/crestline-management-l-p-fort-worth-tx-122711) ([md](https://advisorcensus.com/firm/crestline-management-l-p-fort-worth-tx-122711.md)) | 122711 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Performance fee, Other |
| [Crow Holdings Capital](https://advisorcensus.com/firm/crow-holdings-capital-dallas-tx-156925) ([md](https://advisorcensus.com/firm/crow-holdings-capital-dallas-tx-156925.md)) | 156925 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Performance fee |
| [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 |
| [Dean, Jacobson Financial Services](https://advisorcensus.com/firm/dean-jacobson-financial-services-fort-worth-tx-115879) ([md](https://advisorcensus.com/firm/dean-jacobson-financial-services-fort-worth-tx-115879.md)) | 115879 | Fort Worth, TX | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Deramus Wealth Management, LLC](https://advisorcensus.com/firm/deramus-wealth-management-llc-plano-tx-289771) ([md](https://advisorcensus.com/firm/deramus-wealth-management-llc-plano-tx-289771.md)) | 289771 | Plano, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee, Performance fee |
| [DFS Advisory](https://advisorcensus.com/firm/dfs-advisory-denton-tx-324992) ([md](https://advisorcensus.com/firm/dfs-advisory-denton-tx-324992.md)) | 324992 | Denton, TX | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Double Eagle Wealth Management LLC](https://advisorcensus.com/firm/double-eagle-wealth-management-llc-dallas-tx-330398) ([md](https://advisorcensus.com/firm/double-eagle-wealth-management-llc-dallas-tx-330398.md)) | 330398 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Eagle Guardian Advisors](https://advisorcensus.com/firm/eagle-guardian-advisors-dallas-tx-336260) ([md](https://advisorcensus.com/firm/eagle-guardian-advisors-dallas-tx-336260.md)) | 336260 | Dallas, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [EDK Advisory](https://advisorcensus.com/firm/edk-advisory-frisco-tx-292227) ([md](https://advisorcensus.com/firm/edk-advisory-frisco-tx-292227.md)) | 292227 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [FBS Securities](https://advisorcensus.com/firm/fbs-securities-mckinney-tx-326538) ([md](https://advisorcensus.com/firm/fbs-securities-mckinney-tx-326538.md)) | 326538 | McKinney, TX | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [First Command Advisory Services](https://advisorcensus.com/firm/first-command-advisory-services-fort-worth-tx-281958) ([md](https://advisorcensus.com/firm/first-command-advisory-services-fort-worth-tx-281958.md)) | 281958 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Fixed fee |
| [Fisher Investments](https://advisorcensus.com/firm/fisher-investments-plano-tx-107342) ([md](https://advisorcensus.com/firm/fisher-investments-plano-tx-107342.md)) | 107342 | Plano, TX | SEC-registered investment adviser | Over $5 billion | 39 | % of assets, Performance fee |
| [Fisher\smb](https://advisorcensus.com/firm/fisher-smb-carrollton-tx-331205) ([md](https://advisorcensus.com/firm/fisher-smb-carrollton-tx-331205.md)) | 331205 | Carrollton, TX | SEC-registered investment adviser | Over $5 billion | 2 | % of assets, Fixed fee |
| [Fluent Financial, LLC](https://advisorcensus.com/firm/fluent-financial-llc-dallas-tx-170041) ([md](https://advisorcensus.com/firm/fluent-financial-llc-dallas-tx-170041.md)) | 170041 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Focus 401 (K) Group, LLC](https://advisorcensus.com/firm/focus-401-k-group-llc-addison-tx-172217) ([md](https://advisorcensus.com/firm/focus-401-k-group-llc-addison-tx-172217.md)) | 172217 | Addison, TX | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [Fortune Wealth Management, LLC](https://advisorcensus.com/firm/fortune-wealth-management-llc-dallas-tx-157832) ([md](https://advisorcensus.com/firm/fortune-wealth-management-llc-dallas-tx-157832.md)) | 157832 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets |

- Next page: https://advisorcensus.com/advisors/tx/dallas/for-retirement-plans/page/2.md

## Questions people ask

**Which financial advisors in Dallas, TX work with retirement plans?**
156 investment advisory firms with a principal office in the Dallas metro area report retirement plans 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

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- [Financial advisors in Dallas, TX](https://advisorcensus.com/advisors/tx/dallas) (https://advisorcensus.com/advisors/tx/dallas.md)
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- [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)
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- [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 retirement plans in Dallas, TX: 156 firms from Form ADV filings as of October 2026.