# 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/page/2

## 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 2 of 4, 51 to 100 of 156, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Garnett Advisors, LLC](https://advisorcensus.com/firm/garnett-advisors-llc-denton-tx-289930) ([md](https://advisorcensus.com/firm/garnett-advisors-llc-denton-tx-289930.md)) | 289930 | Denton, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Generational Wealth Advisors](https://advisorcensus.com/firm/generational-wealth-advisors-richardson-tx-135145) ([md](https://advisorcensus.com/firm/generational-wealth-advisors-richardson-tx-135145.md)) | 135145 | Richardson, TX | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee |
| [Gerald Baker Financial Group, L.l.c.dba Baker Financial Services](https://advisorcensus.com/firm/gerald-baker-financial-group-l-l-c-dba-baker-financial-services-arlington-tx-112248) ([md](https://advisorcensus.com/firm/gerald-baker-financial-group-l-l-c-dba-baker-financial-services-arlington-tx-112248.md)) | 112248 | Arlington, TX | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee |
| [GFN Capital Management](https://advisorcensus.com/firm/gfn-capital-management-richardson-tx-139403) ([md](https://advisorcensus.com/firm/gfn-capital-management-richardson-tx-139403.md)) | 139403 | Richardson, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Subscription, Fixed fee |
| [Global Financial Advisor I, LP](https://advisorcensus.com/firm/global-financial-advisor-i-lp-lewisville-tx-132406) ([md](https://advisorcensus.com/firm/global-financial-advisor-i-lp-lewisville-tx-132406.md)) | 132406 | Lewisville, TX | State-registered investment adviser | $25 million to $100 million | Not reported | % of assets |
| [Grant Thornton Financial Advisors LLC](https://advisorcensus.com/firm/grant-thornton-financial-advisors-llc-dallas-tx-168751) ([md](https://advisorcensus.com/firm/grant-thornton-financial-advisors-llc-dallas-tx-168751.md)) | 168751 | Dallas, TX | State-registered investment adviser | Not reported | 12 | Fixed fee |
| [Green Investment Management, Inc.](https://advisorcensus.com/firm/green-investment-management-inc-fort-worth-tx-109695) ([md](https://advisorcensus.com/firm/green-investment-management-inc-fort-worth-tx-109695.md)) | 109695 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Halcyon Global Advisors](https://advisorcensus.com/firm/halcyon-global-advisors-dallas-tx-170600) ([md](https://advisorcensus.com/firm/halcyon-global-advisors-dallas-tx-170600.md)) | 170600 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Performance fee |
| [Heritage Retirement Advisors, LLC](https://advisorcensus.com/firm/heritage-retirement-advisors-llc-colleyville-tx-165191) ([md](https://advisorcensus.com/firm/heritage-retirement-advisors-llc-colleyville-tx-165191.md)) | 165191 | Colleyville, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee, Performance fee |
| [High Flight Financial LLC](https://advisorcensus.com/firm/high-flight-financial-llc-dallas-tx-335788) ([md](https://advisorcensus.com/firm/high-flight-financial-llc-dallas-tx-335788.md)) | 335788 | Dallas, TX | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Hilltop Securities Inc.](https://advisorcensus.com/firm/hilltop-securities-inc-dallas-tx-6220) ([md](https://advisorcensus.com/firm/hilltop-securities-inc-dallas-tx-6220.md)) | 6220 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Hourly, Fixed fee, Other |
| [Hodges Capital Management Inc](https://advisorcensus.com/firm/hodges-capital-management-inc-dallas-tx-110080) ([md](https://advisorcensus.com/firm/hodges-capital-management-inc-dallas-tx-110080.md)) | 110080 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 36 | % of assets |
| [Holt Capital Partners, L.P.](https://advisorcensus.com/firm/holt-capital-partners-l-p-fort-worth-tx-117863) ([md](https://advisorcensus.com/firm/holt-capital-partners-l-p-fort-worth-tx-117863.md)) | 117863 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly |
| [Ideology Wealth Advisors, LLC](https://advisorcensus.com/firm/ideology-wealth-advisors-llc-dallas-tx-292923) ([md](https://advisorcensus.com/firm/ideology-wealth-advisors-llc-dallas-tx-292923.md)) | 292923 | Dallas, TX | State-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Integrated Advisors Network LLC](https://advisorcensus.com/firm/integrated-advisors-network-llc-dallas-tx-171991) ([md](https://advisorcensus.com/firm/integrated-advisors-network-llc-dallas-tx-171991.md)) | 171991 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Integrity Advisory Solutions](https://advisorcensus.com/firm/integrity-advisory-solutions-dallas-tx-288817) ([md](https://advisorcensus.com/firm/integrity-advisory-solutions-dallas-tx-288817.md)) | 288817 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Integrity Private Wealth Advisors, LLC](https://advisorcensus.com/firm/integrity-private-wealth-advisors-llc-dallas-tx-299046) ([md](https://advisorcensus.com/firm/integrity-private-wealth-advisors-llc-dallas-tx-299046.md)) | 299046 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [ISC Advisors, Inc.](https://advisorcensus.com/firm/isc-advisors-inc-dallas-tx-166586) ([md](https://advisorcensus.com/firm/isc-advisors-inc-dallas-tx-166586.md)) | 166586 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [J.E. Simmons & Co., P.C.](https://advisorcensus.com/firm/j-e-simmons-and-co-p-c-dallas-tx-108789) ([md](https://advisorcensus.com/firm/j-e-simmons-and-co-p-c-dallas-tx-108789.md)) | 108789 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets, Hourly, Fixed fee |
| [John Line, CPA, Inc.](https://advisorcensus.com/firm/john-line-cpa-inc-dallas-tx-311399) ([md](https://advisorcensus.com/firm/john-line-cpa-inc-dallas-tx-311399.md)) | 311399 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Kipos Wealth](https://advisorcensus.com/firm/kipos-wealth-denton-tx-323987) ([md](https://advisorcensus.com/firm/kipos-wealth-denton-tx-323987.md)) | 323987 | Denton, TX | State-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Komons Financial LLC](https://advisorcensus.com/firm/komons-financial-llc-carrollton-tx-302087) ([md](https://advisorcensus.com/firm/komons-financial-llc-carrollton-tx-302087.md)) | 302087 | Carrollton, TX | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [L & B Realty Advisors, LLP](https://advisorcensus.com/firm/l-and-b-realty-advisors-llp-dallas-tx-136654) ([md](https://advisorcensus.com/firm/l-and-b-realty-advisors-llp-dallas-tx-136654.md)) | 136654 | Dallas, TX | SEC-registered investment adviser | Under $25 million | 21 | % of assets, Performance fee |
| [Lake Highlands Capital Management](https://advisorcensus.com/firm/lake-highlands-capital-management-dallas-tx-304452) ([md](https://advisorcensus.com/firm/lake-highlands-capital-management-dallas-tx-304452.md)) | 304452 | Dallas, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee, Performance fee |
| [Lee Financial Company, LLC](https://advisorcensus.com/firm/lee-financial-company-llc-dallas-tx-105910) ([md](https://advisorcensus.com/firm/lee-financial-company-llc-dallas-tx-105910.md)) | 105910 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 51 | % of assets, Hourly, Fixed fee |
| [Legacy Consulting Group](https://advisorcensus.com/firm/legacy-consulting-group-plano-tx-108541) ([md](https://advisorcensus.com/firm/legacy-consulting-group-plano-tx-108541.md)) | 108541 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly |
| [Level Four Advisory Services](https://advisorcensus.com/firm/level-four-advisory-services-dallas-tx-134086) ([md](https://advisorcensus.com/firm/level-four-advisory-services-dallas-tx-134086.md)) | 134086 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Hourly, Fixed fee, Other |
| [Level Four Capital Management](https://advisorcensus.com/firm/level-four-capital-management-dallas-tx-304792) ([md](https://advisorcensus.com/firm/level-four-capital-management-dallas-tx-304792.md)) | 304792 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets |
| [LGT Financial Advisors LLC](https://advisorcensus.com/firm/lgt-financial-advisors-llc-dallas-tx-111575) ([md](https://advisorcensus.com/firm/lgt-financial-advisors-llc-dallas-tx-111575.md)) | 111575 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [Luther King Capital Management Corporation](https://advisorcensus.com/firm/luther-king-capital-management-corporation-fort-worth-tx-110093) ([md](https://advisorcensus.com/firm/luther-king-capital-management-corporation-fort-worth-tx-110093.md)) | 110093 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 47 | % of assets, Fixed fee, Performance fee |
| [McGowan Group Asset Management, Inc.](https://advisorcensus.com/firm/mcgowan-group-asset-management-inc-dallas-tx-154127) ([md](https://advisorcensus.com/firm/mcgowan-group-asset-management-inc-dallas-tx-154127.md)) | 154127 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets |
| [Meristead Wealth, LLC](https://advisorcensus.com/firm/meristead-wealth-llc-westlake-tx-282103) ([md](https://advisorcensus.com/firm/meristead-wealth-llc-westlake-tx-282103.md)) | 282103 | Westlake, TX | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets |
| [Meros Investment Management, LP](https://advisorcensus.com/firm/meros-investment-management-lp-dallas-tx-305152) ([md](https://advisorcensus.com/firm/meros-investment-management-lp-dallas-tx-305152.md)) | 305152 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee |
| [Miller Global Investments, L.L.C.](https://advisorcensus.com/firm/miller-global-investments-l-l-c-dallas-tx-114683) ([md](https://advisorcensus.com/firm/miller-global-investments-l-l-c-dallas-tx-114683.md)) | 114683 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Mills Wealth Advisors, LLC](https://advisorcensus.com/firm/mills-wealth-advisors-llc-southlake-tx-159251) ([md](https://advisorcensus.com/firm/mills-wealth-advisors-llc-southlake-tx-159251.md)) | 159251 | Southlake, TX | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Moffatt Financial Strategies](https://advisorcensus.com/firm/moffatt-financial-strategies-fort-worth-tx-335975) ([md](https://advisorcensus.com/firm/moffatt-financial-strategies-fort-worth-tx-335975.md)) | 335975 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Momentum Independent Network Inc.](https://advisorcensus.com/firm/momentum-independent-network-inc-dallas-tx-17587) ([md](https://advisorcensus.com/firm/momentum-independent-network-inc-dallas-tx-17587.md)) | 17587 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Hourly, Fixed fee, Other |
| [Money Script Wealth Management, PLLC](https://advisorcensus.com/firm/money-script-wealth-management-pllc-cedar-hill-tx-286134) ([md](https://advisorcensus.com/firm/money-script-wealth-management-pllc-cedar-hill-tx-286134.md)) | 286134 | Cedar Hill, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Moss, Luse & Womble, LLC](https://advisorcensus.com/firm/moss-luse-and-womble-llc-plano-tx-152841) ([md](https://advisorcensus.com/firm/moss-luse-and-womble-llc-plano-tx-152841.md)) | 152841 | Plano, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Nashional Investments](https://advisorcensus.com/firm/nashional-investments-mckinney-tx-289955) ([md](https://advisorcensus.com/firm/nashional-investments-mckinney-tx-289955.md)) | 289955 | McKinney, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Nautical Star Financial Group LLC](https://advisorcensus.com/firm/nautical-star-financial-group-llc-las-colinas-tx-316426) ([md](https://advisorcensus.com/firm/nautical-star-financial-group-llc-las-colinas-tx-316426.md)) | 316426 | Las Colinas, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [NB Alternatives Advisers LLC](https://advisorcensus.com/firm/nb-alternatives-advisers-llc-dallas-tx-149822) ([md](https://advisorcensus.com/firm/nb-alternatives-advisers-llc-dallas-tx-149822.md)) | 149822 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Fixed fee, Performance fee |
| [NXG Investment Management](https://advisorcensus.com/firm/nxg-investment-management-dallas-tx-131517) ([md](https://advisorcensus.com/firm/nxg-investment-management-dallas-tx-131517.md)) | 131517 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Performance fee |
| [Olimpio NEU & Associates, Inc.](https://advisorcensus.com/firm/olimpio-neu-and-associates-inc-frisco-tx-114752) ([md](https://advisorcensus.com/firm/olimpio-neu-and-associates-inc-frisco-tx-114752.md)) | 114752 | Frisco, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Optima Asset Management Inc](https://advisorcensus.com/firm/optima-asset-management-inc-dallas-tx-106095) ([md](https://advisorcensus.com/firm/optima-asset-management-inc-dallas-tx-106095.md)) | 106095 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets, Fixed fee |
| [Optimum Quantvest Corporation](https://advisorcensus.com/firm/optimum-quantvest-corporation-dallas-tx-301469) ([md](https://advisorcensus.com/firm/optimum-quantvest-corporation-dallas-tx-301469.md)) | 301469 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Performance fee |
| [Orion Wealth Management LLC](https://advisorcensus.com/firm/orion-wealth-management-llc-richardson-tx-313698) ([md](https://advisorcensus.com/firm/orion-wealth-management-llc-richardson-tx-313698.md)) | 313698 | Richardson, TX | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Orser Capital Management LLC](https://advisorcensus.com/firm/orser-capital-management-llc-southlake-tx-144847) ([md](https://advisorcensus.com/firm/orser-capital-management-llc-southlake-tx-144847.md)) | 144847 | Southlake, TX | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [Paratus Financial, Inc.](https://advisorcensus.com/firm/paratus-financial-inc-dallas-tx-133361) ([md](https://advisorcensus.com/firm/paratus-financial-inc-dallas-tx-133361.md)) | 133361 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 21 | Hourly, Fixed fee |
| [Parker Prescott Capital Management](https://advisorcensus.com/firm/parker-prescott-capital-management-dallas-tx-290862) ([md](https://advisorcensus.com/firm/parker-prescott-capital-management-dallas-tx-290862.md)) | 290862 | Dallas, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee, Performance fee |

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## Questions people ask

**Which financial advisors in Dallas, TX work with 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.

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- [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.