{
  "path": "/advisors/tx/dallas/for-retirement-plans",
  "url": "https://advisorcensus.com/advisors/tx/dallas/for-retirement-plans/page/3",
  "page_type": "metro_answer",
  "title": "Financial advisors for retirement plans in Dallas, TX",
  "filters": {},
  "scope_total": 156,
  "faq": [
    {
      "q": "Which financial advisors in Dallas, TX work with retirement plans?",
      "a": "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."
    },
    {
      "q": "How many financial advisory firms are there in Dallas, TX?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in Dallas, TX?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in Dallas, TX offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in Dallas, TX fiduciaries?",
      "a": "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."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "Find financial advisors in Dallas, TX who work with retirement plans. AdvisorCensus lists 156 investment advisory firms with a principal office in the Dallas metro area that report retirement plans 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.",
  "about_market": "Dallas has 1,076 investment advisory firms with a principal office in the metro area as of October 2026: 484 SEC-registered, 308 state-registered, and 284 exempt reporting advisers. 206 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 286 report under $100 million in regulatory assets under management. The metro area has 2,891,725 households, 456,500 of them with income of $200,000 or more, or 424 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors for retirement plans in Dallas, TX: 156 firms from Form ADV filings as of October 2026.",
  "total_firms": 156,
  "page": 3,
  "total_pages": 4,
  "sort": "name",
  "registration_types": {
    "sec": 118,
    "state": 38,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 47
    },
    {
      "code": "percentage_of_aum",
      "count": 152
    },
    {
      "code": "hourly",
      "count": 66
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 102
    },
    {
      "code": "commissions",
      "count": 6
    },
    {
      "code": "performance_based",
      "count": 31
    },
    {
      "code": "other",
      "count": 14
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 34
    },
    {
      "code": "5_to_9",
      "count": 45
    },
    {
      "code": "10_to_19",
      "count": 37
    },
    {
      "code": "20_plus",
      "count": 39
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 13
    },
    {
      "code": "25m_100m",
      "count": 20
    },
    {
      "code": "100m_500m",
      "count": 49
    },
    {
      "code": "500m_1b",
      "count": 25
    },
    {
      "code": "1b_5b",
      "count": 28
    },
    {
      "code": "over_5b",
      "count": 18
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "firms": [
    {
      "crd_number": 333971,
      "name": "Parkway Wealth Management Group, LLC",
      "name_as_filed": "PARKWAY WEALTH MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/parkway-wealth-management-group-llc-plano-tx-333971",
      "city": "Plano",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110417,
      "name": "Penn Davis McFarland Inc",
      "name_as_filed": "PENN DAVIS MCFARLAND INC",
      "url": "https://advisorcensus.com/firm/penn-davis-mcfarland-inc-dallas-tx-110417",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 49,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107653,
      "name": "Perryman Financial Advisory, Inc.",
      "name_as_filed": "PERRYMAN FINANCIAL ADVISORY, INC.",
      "url": "https://advisorcensus.com/firm/perryman-financial-advisory-inc-dallas-tx-107653",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 31,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148262,
      "name": "Pingora Partners LLC",
      "name_as_filed": "PINGORA PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/pingora-partners-llc-dallas-tx-148262",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300278,
      "name": "Planb Tax & Wealth Advisors LLC",
      "name_as_filed": "PLANB TAX & WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/planb-tax-and-wealth-advisors-llc-richardson-tx-300278",
      "city": "Richardson",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329089,
      "name": "Planguide Financial",
      "name_as_filed": "PLANGUIDE FINANCIAL",
      "url": "https://advisorcensus.com/firm/planguide-financial-southlake-tx-329089",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291495,
      "name": "Privus Financial, LLC",
      "name_as_filed": "PRIVUS FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/privus-financial-llc-irving-tx-291495",
      "city": "Irving",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121849,
      "name": "Probity Advisors, Inc.",
      "name_as_filed": "PROBITY ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/probity-advisors-inc-dallas-tx-121849",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 23,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 10740,
      "name": "Prospera Financial Services, Inc.",
      "name_as_filed": "PROSPERA FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/prospera-financial-services-inc-dallas-tx-10740",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 20,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166154,
      "name": "Purewater Capital, LLC",
      "name_as_filed": "PUREWATER CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/purewater-capital-llc-fort-worth-tx-166154",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151490,
      "name": "Quadcap Wealth Management, LLC",
      "name_as_filed": "QUADCAP WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/quadcap-wealth-management-llc-frisco-tx-151490",
      "city": "Frisco",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124414,
      "name": "Ranger Investment Management,l.p.",
      "name_as_filed": "RANGER INVESTMENT MANAGEMENT,L.P.",
      "url": "https://advisorcensus.com/firm/ranger-investment-management-l-p-dallas-tx-124414",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 22,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289963,
      "name": "RCP Advisors 2, LLC",
      "name_as_filed": "RCP ADVISORS 2, LLC",
      "url": "https://advisorcensus.com/firm/rcp-advisors-2-llc-dallas-tx-289963",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334013,
      "name": "Redwood Family Wealth LLC",
      "name_as_filed": "REDWOOD FAMILY WEALTH LLC",
      "url": "https://advisorcensus.com/firm/redwood-family-wealth-llc-plano-tx-334013",
      "city": "Plano",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147701,
      "name": "Retirement Advisors, LLC",
      "name_as_filed": "RETIREMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/retirement-advisors-llc-dallas-tx-147701",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155229,
      "name": "RHM Capital Management, Inc.",
      "name_as_filed": "RHM CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/rhm-capital-management-inc-fort-worth-tx-155229",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114245,
      "name": "Rhodes Investment Advisors, Inc.",
      "name_as_filed": "RHODES INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/rhodes-investment-advisors-inc-fort-worth-tx-114245",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107409,
      "name": "Rogers Wealth Group, Inc.",
      "name_as_filed": "ROGERS WEALTH GROUP, INC.",
      "url": "https://advisorcensus.com/firm/rogers-wealth-group-inc-fort-worth-tx-107409",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 30,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288088,
      "name": "Roserock Wealth Management, LLC",
      "name_as_filed": "ROSEROCK WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/roserock-wealth-management-llc-dallas-tx-288088",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109934,
      "name": "RTW Financial Advisors Inc",
      "name_as_filed": "RTW FINANCIAL ADVISORS INC",
      "url": "https://advisorcensus.com/firm/rtw-financial-advisors-inc-dallas-tx-109934",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 35,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286284,
      "name": "Sammons Wealth",
      "name_as_filed": "SAMMONS WEALTH",
      "url": "https://advisorcensus.com/firm/sammons-wealth-dallas-tx-286284",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337990,
      "name": "Schlegel Dunn LLC",
      "name_as_filed": "SCHLEGEL DUNN LLC",
      "url": "https://advisorcensus.com/firm/schlegel-dunn-llc-plano-tx-337990",
      "city": "Plano",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109132,
      "name": "Schlindwein Associates LLC",
      "name_as_filed": "SCHLINDWEIN ASSOCIATES LLC",
      "url": "https://advisorcensus.com/firm/schlindwein-associates-llc-dallas-tx-109132",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 26,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172194,
      "name": "Schulz Wealth, Ltd.",
      "name_as_filed": "SCHULZ WEALTH, LTD.",
      "url": "https://advisorcensus.com/firm/schulz-wealth-ltd-mansfield-tx-172194",
      "city": "Mansfield",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107548,
      "name": "SFMG Wealth Advisors",
      "name_as_filed": "SFMG WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/sfmg-wealth-advisors-plano-tx-107548",
      "city": "Plano",
      "state": "TX",
      "years_registered": 33,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150865,
      "name": "Shade Tree Partners LLC",
      "name_as_filed": "SHADE TREE PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/shade-tree-partners-llc-dallas-tx-150865",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331971,
      "name": "Sharpedge Financial",
      "name_as_filed": "SHARPEDGE FINANCIAL",
      "url": "https://advisorcensus.com/firm/sharpedge-financial-southlake-tx-331971",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108344,
      "name": "SMH Capital Advisors LLC",
      "name_as_filed": "SMH CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/smh-capital-advisors-llc-weatherford-tx-108344",
      "city": "Weatherford",
      "state": "TX",
      "years_registered": 29,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313265,
      "name": "Smith Group Asset Management, LLC",
      "name_as_filed": "SMITH GROUP ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/smith-group-asset-management-llc-dallas-tx-313265",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124777,
      "name": "ST. James Investment Company, LLC",
      "name_as_filed": "ST. JAMES INVESTMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/st-james-investment-company-llc-southlake-tx-124777",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 23,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140738,
      "name": "Storehouse Financial LLC",
      "name_as_filed": "STOREHOUSE FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/storehouse-financial-llc-fort-worth-tx-140738",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285973,
      "name": "Strata Wealth Advisors, LLC",
      "name_as_filed": "STRATA WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/strata-wealth-advisors-llc-dallas-tx-285973",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149134,
      "name": "Strategic Wealth Planning",
      "name_as_filed": "STRATEGIC WEALTH PLANNING",
      "url": "https://advisorcensus.com/firm/strategic-wealth-planning-richardson-tx-149134",
      "city": "Richardson",
      "state": "TX",
      "years_registered": 17,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289276,
      "name": "Styre Wealth",
      "name_as_filed": "STYRE WEALTH",
      "url": "https://advisorcensus.com/firm/styre-wealth-fort-worth-tx-289276",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
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  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}