{
  "path": "/advisors/tx/dallas/fort-worth",
  "url": "https://advisorcensus.com/advisors/tx/dallas/fort-worth",
  "page_type": "metro_city",
  "title": "Financial advisors in Fort Worth, TX",
  "filters": {},
  "scope_total": 95,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Fort Worth, TX?",
      "a": "AdvisorCensus lists 95 investment advisory firms with a principal office in Fort Worth, Texas (part of the Dallas metro area), from Form ADV filings as of October 2026: 46 SEC-registered, 28 state-registered, and 21 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 Fort Worth, TX?",
      "a": "13 of the 95 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 Fort Worth, TX offer financial planning?",
      "a": "38 of the 74 firms in Fort Worth, 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 Fort Worth, 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 13 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": "AdvisorCensus lists 95 investment advisory firms with a principal office in Fort Worth, Texas (part of the Dallas metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Dallas metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Fort Worth, TX: 95 firms from Form ADV filings as of October 2026.",
  "total_firms": 95,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 46,
    "state": 28,
    "exempt": 21
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 13
    },
    {
      "code": "percentage_of_aum",
      "count": 69
    },
    {
      "code": "hourly",
      "count": 25
    },
    {
      "code": "subscription",
      "count": 2
    },
    {
      "code": "fixed",
      "count": 38
    },
    {
      "code": "commissions",
      "count": 3
    },
    {
      "code": "performance_based",
      "count": 25
    },
    {
      "code": "other",
      "count": 14
    },
    {
      "code": "not_reported",
      "count": 21
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 35
    },
    {
      "code": "5_to_9",
      "count": 29
    },
    {
      "code": "10_to_19",
      "count": 21
    },
    {
      "code": "20_plus",
      "count": 8
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 10
    },
    {
      "code": "25m_100m",
      "count": 16
    },
    {
      "code": "100m_500m",
      "count": 24
    },
    {
      "code": "500m_1b",
      "count": 5
    },
    {
      "code": "1b_5b",
      "count": 6
    },
    {
      "code": "over_5b",
      "count": 10
    },
    {
      "code": "not_reported",
      "count": 24
    }
  ],
  "firms": [
    {
      "crd_number": 309815,
      "name": "A Squared Partners LLC",
      "name_as_filed": "A SQUARED PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/a-squared-partners-llc-fort-worth-tx-309815",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 340265,
      "name": "Achelion Capital Management, LLC",
      "name_as_filed": "ACHELION CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/achelion-capital-management-llc-fort-worth-tx-340265",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 295816,
      "name": "Alta Fox Capital Management, LLC",
      "name_as_filed": "ALTA FOX CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/alta-fox-capital-management-llc-fort-worth-tx-295816",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334816,
      "name": "ARB Capital LLC",
      "name_as_filed": "ARB CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/arb-capital-llc-fort-worth-tx-334816",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 326823,
      "name": "Artemis Equity LLC",
      "name_as_filed": "ARTEMIS EQUITY LLC",
      "url": "https://advisorcensus.com/firm/artemis-equity-llc-fort-worth-tx-326823",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 159594,
      "name": "Aspen Wealth Management, LLC",
      "name_as_filed": "ASPEN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/aspen-wealth-management-llc-fort-worth-tx-159594",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337220,
      "name": "Aspenridge Wealth Advisors",
      "name_as_filed": "ASPENRIDGE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/aspenridge-wealth-advisors-fort-worth-tx-337220",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289099,
      "name": "Basin OIL and GAS Management, LP",
      "name_as_filed": "BASIN OIL AND GAS MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/basin-oil-and-gas-management-lp-fort-worth-tx-289099",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334708,
      "name": "Baynes Capital LLC",
      "name_as_filed": "BAYNES CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/baynes-capital-llc-fort-worth-tx-334708",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 322909,
      "name": "Baynes Investment Counsel LLC",
      "name_as_filed": "BAYNES INVESTMENT COUNSEL LLC",
      "url": "https://advisorcensus.com/firm/baynes-investment-counsel-llc-fort-worth-tx-322909",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298955,
      "name": "Bios Capital Management, LP",
      "name_as_filed": "BIOS CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/bios-capital-management-lp-fort-worth-tx-298955",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163720,
      "name": "Bios Research",
      "name_as_filed": "BIOS RESEARCH",
      "url": "https://advisorcensus.com/firm/bios-research-fort-worth-tx-163720",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [
        "subscription"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323508,
      "name": "Brazos Wealth Advisors LLC",
      "name_as_filed": "BRAZOS WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/brazos-wealth-advisors-llc-fort-worth-tx-323508",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121742,
      "name": "CA Partners LLC",
      "name_as_filed": "CA PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/ca-partners-llc-fort-worth-tx-121742",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 311964,
      "name": "CF Financial",
      "name_as_filed": "CF FINANCIAL",
      "url": "https://advisorcensus.com/firm/cf-financial-fort-worth-tx-311964",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344293,
      "name": "Corner Speed Capital Partners",
      "name_as_filed": "CORNER SPEED CAPITAL PARTNERS",
      "url": "https://advisorcensus.com/firm/corner-speed-capital-partners-fort-worth-tx-344293",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 127639,
      "name": "Corriente Advisors, LLC",
      "name_as_filed": "CORRIENTE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/corriente-advisors-llc-fort-worth-tx-127639",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 171325,
      "name": "Course 26, LLC",
      "name_as_filed": "COURSE 26, LLC",
      "url": "https://advisorcensus.com/firm/course-26-llc-fort-worth-tx-171325",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158397,
      "name": "Crescent Real Estate LLC",
      "name_as_filed": "CRESCENT REAL ESTATE LLC",
      "url": "https://advisorcensus.com/firm/crescent-real-estate-llc-fort-worth-tx-158397",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122711,
      "name": "Crestline Management, L.P.",
      "name_as_filed": "CRESTLINE MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/crestline-management-l-p-fort-worth-tx-122711",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 23,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142606,
      "name": "Cumbie Advisory Services, Inc",
      "name_as_filed": "CUMBIE ADVISORY SERVICES, INC",
      "url": "https://advisorcensus.com/firm/cumbie-advisory-services-inc-fort-worth-tx-142606",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115879,
      "name": "Dean, Jacobson Financial Services",
      "name_as_filed": "DEAN, JACOBSON FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/dean-jacobson-financial-services-fort-worth-tx-115879",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110557,
      "name": "Diesslin Group, Inc.",
      "name_as_filed": "DIESSLIN GROUP, INC.",
      "url": "https://advisorcensus.com/firm/diesslin-group-inc-fort-worth-tx-110557",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 38,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315523,
      "name": "Double Eagle Family Offices, LLC",
      "name_as_filed": "DOUBLE EAGLE FAMILY OFFICES, LLC",
      "url": "https://advisorcensus.com/firm/double-eagle-family-offices-llc-fort-worth-tx-315523",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299541,
      "name": "Eagle Capital International, LLC",
      "name_as_filed": "EAGLE CAPITAL INTERNATIONAL, LLC",
      "url": "https://advisorcensus.com/firm/eagle-capital-international-llc-fort-worth-tx-299541",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 331594,
      "name": "Eagle EYE Funds, LLC",
      "name_as_filed": "EAGLE EYE FUNDS, LLC",
      "url": "https://advisorcensus.com/firm/eagle-eye-funds-llc-fort-worth-tx-331594",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 291715,
      "name": "Ecapital Management LLC",
      "name_as_filed": "ECAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/ecapital-management-llc-fort-worth-tx-291715",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 298819,
      "name": "Epus Global Energy, LLC",
      "name_as_filed": "EPUS GLOBAL ENERGY, LLC",
      "url": "https://advisorcensus.com/firm/epus-global-energy-llc-fort-worth-tx-298819",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 146590,
      "name": "Estes Financial Services, Inc.",
      "name_as_filed": "ESTES FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/estes-financial-services-inc-fort-worth-tx-146590",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318683,
      "name": "Exline Capital",
      "name_as_filed": "EXLINE CAPITAL",
      "url": "https://advisorcensus.com/firm/exline-capital-fort-worth-tx-318683",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 281958,
      "name": "First Command Advisory Services",
      "name_as_filed": "FIRST COMMAND ADVISORY SERVICES",
      "url": "https://advisorcensus.com/firm/first-command-advisory-services-fort-worth-tx-281958",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 21,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284910,
      "name": "Goff Focused Strategies LLC",
      "name_as_filed": "GOFF FOCUSED STRATEGIES LLC",
      "url": "https://advisorcensus.com/firm/goff-focused-strategies-llc-fort-worth-tx-284910",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 165613,
      "name": "Good Life Private Wealth, LLC",
      "name_as_filed": "GOOD LIFE PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/good-life-private-wealth-llc-fort-worth-tx-165613",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109695,
      "name": "Green Investment Management, Inc.",
      "name_as_filed": "GREEN INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/green-investment-management-inc-fort-worth-tx-109695",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324236,
      "name": "Harvest Returns, Inc",
      "name_as_filed": "HARVEST RETURNS, INC",
      "url": "https://advisorcensus.com/firm/harvest-returns-inc-fort-worth-tx-324236",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 316688,
      "name": "Helm Investment",
      "name_as_filed": "HELM INVESTMENT",
      "url": "https://advisorcensus.com/firm/helm-investment-fort-worth-tx-316688",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293928,
      "name": "Highpeak Energy Management, LLC",
      "name_as_filed": "HIGHPEAK ENERGY MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/highpeak-energy-management-llc-fort-worth-tx-293928",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159060,
      "name": "Holland Investment Management, Inc.",
      "name_as_filed": "HOLLAND INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/holland-investment-management-inc-fort-worth-tx-159060",
      "city": "Fort Worth",
      "state": "TX",
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    "license": "https://creativecommons.org/licenses/by/4.0/",
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}