{
  "path": "/advisors/tx/dallas",
  "url": "https://advisorcensus.com/advisors/tx/dallas/page/16",
  "page_type": "metro",
  "title": "Financial advisors in Dallas, TX",
  "filters": {},
  "scope_total": 1076,
  "faq": [
    {
      "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": "AdvisorCensus lists 1,076 investment advisory firms with a principal office in the Dallas metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "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 in Dallas, TX: 1,076 firms from Form ADV filings as of October 2026.",
  "total_firms": 1076,
  "page": 16,
  "total_pages": 22,
  "sort": "name",
  "registration_types": {
    "sec": 484,
    "state": 308,
    "exempt": 284
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 206
    },
    {
      "code": "percentage_of_aum",
      "count": 734
    },
    {
      "code": "hourly",
      "count": 251
    },
    {
      "code": "subscription",
      "count": 11
    },
    {
      "code": "fixed",
      "count": 389
    },
    {
      "code": "commissions",
      "count": 17
    },
    {
      "code": "performance_based",
      "count": 258
    },
    {
      "code": "other",
      "count": 108
    },
    {
      "code": "not_reported",
      "count": 284
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 511
    },
    {
      "code": "5_to_9",
      "count": 224
    },
    {
      "code": "10_to_19",
      "count": 225
    },
    {
      "code": "20_plus",
      "count": 92
    },
    {
      "code": "not_reported",
      "count": 24
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 170
    },
    {
      "code": "25m_100m",
      "count": 116
    },
    {
      "code": "100m_500m",
      "count": 235
    },
    {
      "code": "500m_1b",
      "count": 79
    },
    {
      "code": "1b_5b",
      "count": 104
    },
    {
      "code": "over_5b",
      "count": 46
    },
    {
      "code": "not_reported",
      "count": 326
    }
  ],
  "firms": [
    {
      "crd_number": 163214,
      "name": "Prophet Equity Management LLC",
      "name_as_filed": "PROPHET EQUITY MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/prophet-equity-management-llc-southlake-tx-163214",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343263,
      "name": "Proptech Fund Manager LLC",
      "name_as_filed": "PROPTECH FUND MANAGER LLC",
      "url": "https://advisorcensus.com/firm/proptech-fund-manager-llc-richardson-tx-343263",
      "city": "Richardson",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 148791,
      "name": "Prosight Capital",
      "name_as_filed": "PROSIGHT CAPITAL",
      "url": "https://advisorcensus.com/firm/prosight-capital-dallas-tx-148791",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "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": 291830,
      "name": "Provident Financial Planning, LLC",
      "name_as_filed": "PROVIDENT FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/provident-financial-planning-llc-addison-tx-291830",
      "city": "Addison",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128472,
      "name": "Prudent Money Financial Services",
      "name_as_filed": "PRUDENT MONEY FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/prudent-money-financial-services-addison-tx-128472",
      "city": "Addison",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333659,
      "name": "Prudent Prosperity",
      "name_as_filed": "PRUDENT PROSPERITY",
      "url": "https://advisorcensus.com/firm/prudent-prosperity-little-elm-tx-333659",
      "city": "Little Elm",
      "state": "TX",
      "years_registered": 1,
      "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": 285478,
      "name": "QMP Management, LLC",
      "name_as_filed": "QMP MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/qmp-management-llc-dallas-tx-285478",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "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": 336552,
      "name": "Quotient Wealth Asset Management, LLC",
      "name_as_filed": "QUOTIENT WEALTH ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/quotient-wealth-asset-management-llc-dallas-tx-336552",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326819,
      "name": "Quotient Wealth Partners, LLC",
      "name_as_filed": "QUOTIENT WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/quotient-wealth-partners-llc-dallas-tx-326819",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166051,
      "name": "R1 Financial Group",
      "name_as_filed": "R1 FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/r1-financial-group-dallas-tx-166051",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288155,
      "name": "Ranchwood Capital Management",
      "name_as_filed": "RANCHWOOD CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/ranchwood-capital-management-coppell-tx-288155",
      "city": "Coppell",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145543,
      "name": "Ranger Alternative Management, L.P.",
      "name_as_filed": "RANGER ALTERNATIVE MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/ranger-alternative-management-l-p-dallas-tx-145543",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 342130,
      "name": "Raw Capital Fund MGMT LLC",
      "name_as_filed": "RAW CAPITAL FUND MGMT LLC",
      "url": "https://advisorcensus.com/firm/raw-capital-fund-mgmt-llc-mckinney-tx-342130",
      "city": "McKinney",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 301890,
      "name": "REB Capital Management, LLC",
      "name_as_filed": "REB CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/reb-capital-management-llc-dallas-tx-301890",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "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": 317997,
      "name": "Reflective Wealth Planning, LLC",
      "name_as_filed": "REFLECTIVE WEALTH PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/reflective-wealth-planning-llc-dallas-tx-317997",
      "city": "Dallas",
      "state": "TX",
      "years_registered": null,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158294,
      "name": "Regan Capital",
      "name_as_filed": "REGAN CAPITAL",
      "url": "https://advisorcensus.com/firm/regan-capital-dallas-tx-158294",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159983,
      "name": "Relevance Capital Management",
      "name_as_filed": "RELEVANCE CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/relevance-capital-management-denton-tx-159983",
      "city": "Denton",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164144,
      "name": "Renovo Capital, LLC",
      "name_as_filed": "RENOVO CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/renovo-capital-llc-dallas-tx-164144",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283107,
      "name": "Requisite Capital Management LLC",
      "name_as_filed": "REQUISITE CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/requisite-capital-management-llc-dallas-tx-283107",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318997,
      "name": "Resilient Capital Management, LLC",
      "name_as_filed": "RESILIENT CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/resilient-capital-management-llc-dallas-tx-318997",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "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": 157222,
      "name": "Retirement Planners of America",
      "name_as_filed": "RETIREMENT PLANNERS OF AMERICA",
      "url": "https://advisorcensus.com/firm/retirement-planners-of-america-plano-tx-157222",
      "city": "Plano",
      "state": "TX",
      "years_registered": 15,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152881,
      "name": "Revere Asset",
      "name_as_filed": "REVERE ASSET",
      "url": "https://advisorcensus.com/firm/revere-asset-allen-tx-152881",
      "city": "Allen",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306662,
      "name": "Revere Capital Management LP",
      "name_as_filed": "REVERE CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/revere-capital-management-lp-dallas-tx-306662",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341407,
      "name": "Revo O&G Working Interest Fund 2024 GP, LLC",
      "name_as_filed": "REVO O&G WORKING INTEREST FUND 2024 GP, LLC",
      "url": "https://advisorcensus.com/firm/revo-o-and-g-working-interest-fund-2024-gp-llc-roanoke-tx-341407",
      "city": "Roanoke",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 341391,
      "name": "Revo O&G Working Interest Fund 2025 GP, LLC",
      "name_as_filed": "REVO O&G WORKING INTEREST FUND 2025 GP, LLC",
      "url": "https://advisorcensus.com/firm/revo-o-and-g-working-interest-fund-2025-gp-llc-roanoke-tx-341391",
      "city": "Roanoke",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 311907,
      "name": "Revtech Ventures Advisor LLC",
      "name_as_filed": "REVTECH VENTURES ADVISOR LLC",
      "url": "https://advisorcensus.com/firm/revtech-ventures-advisor-llc-dallas-tx-311907",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 173862,
      "name": "RFG Wealth Advisory",
      "name_as_filed": "RFG WEALTH ADVISORY",
      "url": "https://advisorcensus.com/firm/rfg-wealth-advisory-argyle-tx-173862",
      "city": "Argyle",
      "state": "TX",
      "years_registered": 8,
      "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",
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        "commissions"
      ],
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    },
    {
      "crd_number": 289948,
      "name": "Riata Capital Group, LLC",
      "name_as_filed": "RIATA CAPITAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/riata-capital-group-llc-dallas-tx-289948",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "500m_1b",
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        "other"
      ],
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    },
    {
      "crd_number": 314664,
      "name": "Ridgepost Capital Advisors, LLC",
      "name_as_filed": "RIDGEPOST CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ridgepost-capital-advisors-llc-dallas-tx-314664",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
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      ],
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    },
    {
      "crd_number": 302033,
      "name": "Ridgewood Wealth Management LLC",
      "name_as_filed": "RIDGEWOOD WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/ridgewood-wealth-management-llc-southlake-tx-302033",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
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      ],
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    },
    {
      "crd_number": 333376,
      "name": "Rio Sierras LP",
      "name_as_filed": "RIO SIERRAS LP",
      "url": "https://advisorcensus.com/firm/rio-sierras-lp-dallas-tx-333376",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
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    },
    {
      "crd_number": 342604,
      "name": "Rising Phoenix Capital",
      "name_as_filed": "RISING PHOENIX CAPITAL",
      "url": "https://advisorcensus.com/firm/rising-phoenix-capital-dallas-tx-342604",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
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    },
    {
      "crd_number": 169465,
      "name": "River Canyon Fund Management LLC",
      "name_as_filed": "RIVER CANYON FUND MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/river-canyon-fund-management-llc-dallas-tx-169465",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 156950,
      "name": "Riverchase Wealth Management, LLC",
      "name_as_filed": "RIVERCHASE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/riverchase-wealth-management-llc-flower-mound-tx-156950",
      "city": "Flower Mound",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
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    },
    {
      "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": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114799,
      "name": "RJG Financial",
      "name_as_filed": "RJG FINANCIAL",
      "url": "https://advisorcensus.com/firm/rjg-financial-dallas-tx-114799",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 28,
      "raum_band": "25m_100m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 327959,
      "name": "RLT Capital LLC",
      "name_as_filed": "RLT CAPITAL  LLC",
      "url": "https://advisorcensus.com/firm/rlt-capital-llc-prosper-tx-327959",
      "city": "Prosper",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
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    },
    {
      "crd_number": 137355,
      "name": "Roaring Blue Lion Capital Management, L.P.",
      "name_as_filed": "ROARING BLUE LION CAPITAL MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/roaring-blue-lion-capital-management-l-p-dallas-tx-137355",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 118484,
      "name": "Robertson Opportunity Capital, LLC",
      "name_as_filed": "ROBERTSON OPPORTUNITY CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/robertson-opportunity-capital-llc-dallas-tx-118484",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283548,
      "name": "Rockstreet Partners LLC",
      "name_as_filed": "ROCKSTREET PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/rockstreet-partners-llc-dallas-tx-283548",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
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    },
    {
      "crd_number": 310735,
      "name": "Rockwall Wealth Advisors",
      "name_as_filed": "ROCKWALL WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/rockwall-wealth-advisors-rockwall-tx-310735",
      "city": "Rockwall",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/tx",
      "label": "Financial advisors in Texas"
    },
    "metro": {
      "path": "/advisors/tx/dallas",
      "label": "Financial advisors in Dallas, TX"
    },
    "city_pages": [
      {
        "path": "/advisors/tx/dallas/fort-worth",
        "label": "Financial advisors in Fort Worth, TX",
        "firm_count": 95
      },
      {
        "path": "/advisors/tx/dallas/plano",
        "label": "Financial advisors in Plano, TX",
        "firm_count": 85
      },
      {
        "path": "/advisors/tx/dallas/southlake",
        "label": "Financial advisors in Southlake, TX",
        "firm_count": 47
      },
      {
        "path": "/advisors/tx/dallas/frisco",
        "label": "Financial advisors in Frisco, TX",
        "firm_count": 39
      },
      {
        "path": "/advisors/tx/dallas/richardson",
        "label": "Financial advisors in Richardson, TX",
        "firm_count": 22
      },
      {
        "path": "/advisors/tx/dallas/mckinney",
        "label": "Financial advisors in McKinney, TX",
        "firm_count": 17
      },
      {
        "path": "/advisors/tx/dallas/addison",
        "label": "Financial advisors in Addison, TX",
        "firm_count": 13
      },
      {
        "path": "/advisors/tx/dallas/denton",
        "label": "Financial advisors in Denton, TX",
        "firm_count": 13
      },
      {
        "path": "/advisors/tx/dallas/irving",
        "label": "Financial advisors in Irving, TX",
        "firm_count": 11
      },
      {
        "path": "/advisors/tx/dallas/allen",
        "label": "Financial advisors in Allen, TX",
        "firm_count": 10
      },
      {
        "path": "/advisors/tx/dallas/flower-mound",
        "label": "Financial advisors in Flower Mound, TX",
        "firm_count": 10
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/tx/dallas/fee-only",
        "label": "Fee-only financial advisors in Dallas, TX",
        "firm_count": 206
      },
      {
        "path": "/advisors/tx/dallas/flat-fee",
        "label": "Flat-fee financial advisors in Dallas, TX",
        "firm_count": 389
      },
      {
        "path": "/advisors/tx/dallas/hourly",
        "label": "Hourly financial advisors in Dallas, TX",
        "firm_count": 251
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/tx/dallas/for-high-net-worth-individuals",
        "firm_count": 469,
        "label": "Financial advisors for high-net-worth individuals in Dallas, TX"
      },
      {
        "path": "/advisors/tx/dallas/for-retirement-plans",
        "firm_count": 156,
        "label": "Financial advisors for retirement plans in Dallas, TX"
      },
      {
        "path": "/advisors/tx/dallas/for-businesses",
        "firm_count": 197,
        "label": "Financial advisors for businesses in Dallas, TX"
      },
      {
        "path": "/advisors/tx/dallas/for-charities",
        "firm_count": 176,
        "label": "Financial advisors for charitable organizations in Dallas, TX"
      },
      {
        "path": "/advisors/tx/dallas/no-account-minimum",
        "firm_count": 54,
        "label": "Financial advisors with no account minimum in Dallas, TX"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/tx/dallas/concentrated-stock-positions",
        "firm_count": 1,
        "label": "Financial advisors for concentrated stock positions in Dallas, TX"
      },
      {
        "path": "/advisors/tx/dallas/pre-retirees",
        "firm_count": 1,
        "label": "Financial advisors for pre-retirees in Dallas, TX"
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/tx/dallas.csv",
  "source": {
    "name": "Form ADV",
    "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"
  }
}