# 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/3

## 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 3 of 4, 101 to 150 of 156, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Parkway Wealth Management Group, LLC](https://advisorcensus.com/firm/parkway-wealth-management-group-llc-plano-tx-333971) ([md](https://advisorcensus.com/firm/parkway-wealth-management-group-llc-plano-tx-333971.md)) | 333971 | Plano, TX | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Fixed fee |
| [Penn Davis McFarland Inc](https://advisorcensus.com/firm/penn-davis-mcfarland-inc-dallas-tx-110417) ([md](https://advisorcensus.com/firm/penn-davis-mcfarland-inc-dallas-tx-110417.md)) | 110417 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 49 | % of assets |
| [Perryman Financial Advisory, Inc.](https://advisorcensus.com/firm/perryman-financial-advisory-inc-dallas-tx-107653) ([md](https://advisorcensus.com/firm/perryman-financial-advisory-inc-dallas-tx-107653.md)) | 107653 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Hourly, Fixed fee, Commissions |
| [Pingora Partners LLC](https://advisorcensus.com/firm/pingora-partners-llc-dallas-tx-148262) ([md](https://advisorcensus.com/firm/pingora-partners-llc-dallas-tx-148262.md)) | 148262 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Planb Tax & Wealth Advisors LLC](https://advisorcensus.com/firm/planb-tax-and-wealth-advisors-llc-richardson-tx-300278) ([md](https://advisorcensus.com/firm/planb-tax-and-wealth-advisors-llc-richardson-tx-300278.md)) | 300278 | Richardson, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Planguide Financial](https://advisorcensus.com/firm/planguide-financial-southlake-tx-329089) ([md](https://advisorcensus.com/firm/planguide-financial-southlake-tx-329089.md)) | 329089 | Southlake, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Privus Financial, LLC](https://advisorcensus.com/firm/privus-financial-llc-irving-tx-291495) ([md](https://advisorcensus.com/firm/privus-financial-llc-irving-tx-291495.md)) | 291495 | Irving, TX | State-registered investment adviser | Not reported | 7 | Fixed fee, Other |
| [Probity Advisors, Inc.](https://advisorcensus.com/firm/probity-advisors-inc-dallas-tx-121849) ([md](https://advisorcensus.com/firm/probity-advisors-inc-dallas-tx-121849.md)) | 121849 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Hourly, Fixed fee |
| [Prospera Financial Services, Inc.](https://advisorcensus.com/firm/prospera-financial-services-inc-dallas-tx-10740) ([md](https://advisorcensus.com/firm/prospera-financial-services-inc-dallas-tx-10740.md)) | 10740 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Hourly, Fixed fee, Commissions, Performance fee, Other |
| [Purewater Capital, LLC](https://advisorcensus.com/firm/purewater-capital-llc-fort-worth-tx-166154) ([md](https://advisorcensus.com/firm/purewater-capital-llc-fort-worth-tx-166154.md)) | 166154 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Quadcap Wealth Management, LLC](https://advisorcensus.com/firm/quadcap-wealth-management-llc-frisco-tx-151490) ([md](https://advisorcensus.com/firm/quadcap-wealth-management-llc-frisco-tx-151490.md)) | 151490 | Frisco, TX | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [Ranger Investment Management,l.p.](https://advisorcensus.com/firm/ranger-investment-management-l-p-dallas-tx-124414) ([md](https://advisorcensus.com/firm/ranger-investment-management-l-p-dallas-tx-124414.md)) | 124414 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Other |
| [RCP Advisors 2, LLC](https://advisorcensus.com/firm/rcp-advisors-2-llc-dallas-tx-289963) ([md](https://advisorcensus.com/firm/rcp-advisors-2-llc-dallas-tx-289963.md)) | 289963 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Fixed fee, Performance fee, Other |
| [Redwood Family Wealth LLC](https://advisorcensus.com/firm/redwood-family-wealth-llc-plano-tx-334013) ([md](https://advisorcensus.com/firm/redwood-family-wealth-llc-plano-tx-334013.md)) | 334013 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Retirement Advisors, LLC](https://advisorcensus.com/firm/retirement-advisors-llc-dallas-tx-147701) ([md](https://advisorcensus.com/firm/retirement-advisors-llc-dallas-tx-147701.md)) | 147701 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [RHM Capital Management, Inc.](https://advisorcensus.com/firm/rhm-capital-management-inc-fort-worth-tx-155229) ([md](https://advisorcensus.com/firm/rhm-capital-management-inc-fort-worth-tx-155229.md)) | 155229 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Rhodes Investment Advisors, Inc.](https://advisorcensus.com/firm/rhodes-investment-advisors-inc-fort-worth-tx-114245) ([md](https://advisorcensus.com/firm/rhodes-investment-advisors-inc-fort-worth-tx-114245.md)) | 114245 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Commissions |
| [Rogers Wealth Group, Inc.](https://advisorcensus.com/firm/rogers-wealth-group-inc-fort-worth-tx-107409) ([md](https://advisorcensus.com/firm/rogers-wealth-group-inc-fort-worth-tx-107409.md)) | 107409 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Fixed fee |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Shade Tree Partners LLC](https://advisorcensus.com/firm/shade-tree-partners-llc-dallas-tx-150865) ([md](https://advisorcensus.com/firm/shade-tree-partners-llc-dallas-tx-150865.md)) | 150865 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee, Performance 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 |
| [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 |
| [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 |
| [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 |
| [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 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 |
| [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 |
| [Swift Creek Partners](https://advisorcensus.com/firm/swift-creek-partners-dallas-tx-329614) ([md](https://advisorcensus.com/firm/swift-creek-partners-dallas-tx-329614.md)) | 329614 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Performance fee |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Webs Creek Capital Management LP](https://advisorcensus.com/firm/webs-creek-capital-management-lp-dallas-tx-301259) ([md](https://advisorcensus.com/firm/webs-creek-capital-management-lp-dallas-tx-301259.md)) | 301259 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [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 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 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.