{ "path": "/advisors/tx/dallas/fort-worth", "url": "https://advisorcensus.com/advisors/tx/dallas/fort-worth/page/2", "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": 2, "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": 335975, "name": "Moffatt Financial Strategies", "name_as_filed": "MOFFATT FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/moffatt-financial-strategies-fort-worth-tx-335975", "city": "Fort Worth", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114509, "name": "New Century Partners-The No-Load Group, Inc.", "name_as_filed": "NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.", "url": "https://advisorcensus.com/firm/new-century-partners-the-no-load-group-inc-fort-worth-tx-114509", "city": "Fort Worth", "state": "TX", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329186, "name": "Nolet Wealth Management, LLC", "name_as_filed": "NOLET WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nolet-wealth-management-llc-fort-worth-tx-329186", "city": "Fort Worth", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 115009, "name": "Overridge Wealth Advisors", "name_as_filed": "OVERRIDGE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/overridge-wealth-advisors-fort-worth-tx-115009", "city": "Fort Worth", "state": "TX", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114408, "name": "Phillips Ray Capital Management, Inc.", "name_as_filed": "PHILLIPS RAY CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/phillips-ray-capital-management-inc-fort-worth-tx-114408", "city": "Fort Worth", "state": "TX", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315147, "name": "Pierce Wealth Partners, Inc.", "name_as_filed": "PIERCE WEALTH PARTNERS, INC.", "url": "https://advisorcensus.com/firm/pierce-wealth-partners-inc-fort-worth-tx-315147", "city": "Fort Worth", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 168071, "name": "Point Bridge Capital, LLC", "name_as_filed": "POINT BRIDGE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/point-bridge-capital-llc-fort-worth-tx-168071", "city": "Fort Worth", "state": "TX", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286662, "name": "Portia Capital Management", "name_as_filed": "PORTIA CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/portia-capital-management-fort-worth-tx-286662", "city": "Fort Worth", "state": "TX", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145253, "name": "Premier Wealth Management, LLC", "name_as_filed": "PREMIER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/premier-wealth-management-llc-fort-worth-tx-145253", "city": "Fort Worth", "state": "TX", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "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": 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": 284911, "name": "Rivercrest Capital Management LLC", "name_as_filed": "RIVERCREST CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rivercrest-capital-management-llc-fort-worth-tx-284911", "city": "Fort Worth", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 333605, "name": "Rrig MG, LLC", "name_as_filed": "RRIG MG, LLC", "url": "https://advisorcensus.com/firm/rrig-mg-llc-fort-worth-tx-333605", "city": "Fort Worth", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312686, "name": "Shelton Wealth Management, LLC", "name_as_filed": "SHELTON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/shelton-wealth-management-llc-fort-worth-tx-312686", "city": "Fort Worth", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 15916, "name": "Signal Securities, Inc.", "name_as_filed": "SIGNAL SECURITIES, INC.", "url": "https://advisorcensus.com/firm/signal-securities-inc-fort-worth-tx-15916", "city": "Fort Worth", "state": "TX", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 156465, "name": "Stadtler Capital Management, LLC", "name_as_filed": "STADTLER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stadtler-capital-management-llc-fort-worth-tx-156465", "city": "Fort Worth", "state": "TX", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 173440, "name": "Steelhead Capital Management, LLC", "name_as_filed": "STEELHEAD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/steelhead-capital-management-llc-fort-worth-tx-173440", "city": "Fort Worth", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335544, "name": "Sterling Capital Advisors", "name_as_filed": "STERLING CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/sterling-capital-advisors-fort-worth-tx-335544", "city": "Fort Worth", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "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": 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", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333741, "name": "Summittx Capital, L.P.", "name_as_filed": "SUMMITTX CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/summittx-capital-l-p-fort-worth-tx-333741", "city": "Fort Worth", "state": "TX", "years_registered": 1, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 166688, "name": "SWMG, LLC", "name_as_filed": "SWMG, LLC", "url": "https://advisorcensus.com/firm/swmg-llc-fort-worth-tx-166688", "city": "Fort Worth", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150081, "name": "Tailwind Advisors", "name_as_filed": "TAILWIND ADVISORS", "url": "https://advisorcensus.com/firm/tailwind-advisors-fort-worth-tx-150081", "city": "Fort Worth", "state": "TX", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329167, "name": "Telis Group Capital Management LLC", "name_as_filed": "TELIS GROUP CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/telis-group-capital-management-llc-fort-worth-tx-329167", "city": "Fort Worth", "state": "TX", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 117980, "name": "The Capital Chart Room, Ltd", "name_as_filed": "THE CAPITAL CHART ROOM, LTD", "url": "https://advisorcensus.com/firm/the-capital-chart-room-ltd-fort-worth-tx-117980", "city": "Fort Worth", "state": "TX", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312592, "name": "The Tempest Financial Group PLLC", "name_as_filed": "THE TEMPEST FINANCIAL GROUP PLLC", "url": "https://advisorcensus.com/firm/the-tempest-financial-group-pllc-fort-worth-tx-312592", "city": "Fort Worth", "state": "TX", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 339326, "name": "Thirteen Twenty-Two Advisors", "name_as_filed": "THIRTEEN TWENTY-TWO ADVISORS", "url": "https://advisorcensus.com/firm/thirteen-twenty-two-advisors-fort-worth-tx-339326", "city": "Fort Worth", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159738, "name": "TPG Capital Advisors, LLC", "name_as_filed": "TPG CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/tpg-capital-advisors-llc-fort-worth-tx-159738", "city": "Fort Worth", "state": "TX", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 159732, "name": "TPG Global Advisors, LLC", "name_as_filed": "TPG GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/tpg-global-advisors-llc-fort-worth-tx-159732", "city": "Fort Worth", "state": "TX", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 288851, "name": "TPG RE Finance Trust Management, L.P.", "name_as_filed": "TPG RE FINANCE TRUST MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/tpg-re-finance-trust-management-l-p-fort-worth-tx-288851", "city": "Fort Worth", "state": "TX", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 170731, "name": "TPG Real Estate Advisors, LLC", "name_as_filed": "TPG REAL ESTATE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/tpg-real-estate-advisors-llc-fort-worth-tx-170731", "city": "Fort Worth", "state": "TX", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 313020, "name": "TPG Solutions Advisors", "name_as_filed": "TPG SOLUTIONS ADVISORS", "url": "https://advisorcensus.com/firm/tpg-solutions-advisors-fort-worth-tx-313020", "city": "Fort Worth", "state": "TX", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 281897, "name": "Trademark Property Company", "name_as_filed": "TRADEMARK PROPERTY COMPANY", "url": "https://advisorcensus.com/firm/trademark-property-company-fort-worth-tx-281897", "city": "Fort Worth", "state": "TX", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133873, "name": "Trinity Investment Management, LLC", "name_as_filed": "TRINITY INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/trinity-investment-management-llc-fort-worth-tx-133873", "city": "Fort Worth", "state": "TX", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 165949, "name": "Trinsic Capital, LLC", "name_as_filed": "TRINSIC CAPITAL, LLC", "url": "https://advisorcensus.com/firm/trinsic-capital-llc-fort-worth-tx-165949", "city": "Fort Worth", "state": "TX", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283248, "name": "TRS Advisors, LLC", "name_as_filed": "TRS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/trs-advisors-llc-fort-worth-tx-283248", "city": "Fort Worth", "state": "TX", "years_registered": null, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166178, "name": "Vortus Investment Advisors, LLC", "name_as_filed": "VORTUS INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/vortus-investment-advisors-llc-fort-worth-tx-166178", "city": "Fort Worth", "state": "TX", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 308177, "name": "Waymaker Financial Planning", "name_as_filed": "WAYMAKER FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/waymaker-financial-planning-fort-worth-tx-308177", "city": "Fort Worth", "state": "TX", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109509, "name": "Western Research and Management, L.L.C.", "name_as_filed": "WESTERN RESEARCH AND MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/western-research-and-management-l-l-c-fort-worth-tx-109509", "city": "Fort Worth", "state": "TX", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290272, "name": "Williams Financial Planning, Inc.", "name_as_filed": "WILLIAMS FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/williams-financial-planning-inc-fort-worth-tx-290272", "city": "Fort Worth", "state": "TX", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305578, "name": "Windgate UC4K LLC", "name_as_filed": "WINDGATE UC4K LLC", "url": "https://advisorcensus.com/firm/windgate-uc4k-llc-fort-worth-tx-305578", "city": "Fort Worth", "state": "TX", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339284, "name": "Worth Wealth Advisors, LLC", 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