{ "path": "/advisors/tx/dallas", "url": "https://advisorcensus.com/advisors/tx/dallas/page/17", "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": 17, "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": 339856, "name": "Rockwall Wealth Management", "name_as_filed": "ROCKWALL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/rockwall-wealth-management-rockwall-tx-339856", "city": "Rockwall", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 292171, "name": "Roland, Criss Investment Research, LLC", "name_as_filed": "ROLAND, CRISS INVESTMENT RESEARCH, LLC", "url": "https://advisorcensus.com/firm/roland-criss-investment-research-llc-arlington-tx-292171", "city": "Arlington", "state": "TX", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 283217, "name": "Roosevelt Capital Management LLC", "name_as_filed": "ROOSEVELT CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/roosevelt-capital-management-llc-dallas-tx-283217", "city": "Dallas", "state": "TX", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288088, "name": "Roserock Wealth Management, LLC", "name_as_filed": "ROSEROCK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/roserock-wealth-management-llc-dallas-tx-288088", "city": "Dallas", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331750, "name": "Ross Wealth Group, LLC", "name_as_filed": "ROSS WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/ross-wealth-group-llc-arlington-tx-331750", "city": "Arlington", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130609, "name": "RR Advisors, LLC", "name_as_filed": "RR ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rr-advisors-llc-dallas-tx-130609", "city": "Dallas", "state": "TX", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 343528, "name": "Rsii Minerals LP", "name_as_filed": "RSII MINERALS LP", "url": "https://advisorcensus.com/firm/rsii-minerals-lp-dallas-tx-343528", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338599, "name": "RTB Wealth Advisors, LLC", "name_as_filed": "RTB WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rtb-wealth-advisors-llc-mckinney-tx-338599", "city": "McKinney", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109934, "name": "RTW Financial Advisors Inc", "name_as_filed": "RTW FINANCIAL ADVISORS INC", "url": "https://advisorcensus.com/firm/rtw-financial-advisors-inc-dallas-tx-109934", "city": "Dallas", "state": "TX", "years_registered": 35, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 157966, "name": "RWR Investments LLC", "name_as_filed": "RWR INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/rwr-investments-llc-dallas-tx-157966", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 154086, "name": "Rydar Equities, Inc.", "name_as_filed": "RYDAR EQUITIES, INC.", "url": "https://advisorcensus.com/firm/rydar-equities-inc-weatherford-tx-154086", "city": "Weatherford", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 294341, "name": "S Line Capital Advisors", "name_as_filed": "S LINE CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/s-line-capital-advisors-dallas-tx-294341", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308910, "name": "S&L Global Asset Management, LLC", "name_as_filed": "S&L GLOBAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/s-and-l-global-asset-management-llc-dallas-tx-308910", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 130652, "name": "S&S Wealth Management", "name_as_filed": "S&S WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/s-and-s-wealth-management-grand-prairie-tx-130652", "city": "Grand Prairie", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323759, "name": "S2 Fund Manager, LLC", "name_as_filed": "S2 FUND MANAGER, LLC", "url": "https://advisorcensus.com/firm/s2-fund-manager-llc-dallas-tx-323759", "city": "Dallas", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 156273, "name": "Sabana Capital Management, LLC", "name_as_filed": "SABANA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sabana-capital-management-llc-dallas-tx-156273", "city": "Dallas", "state": "TX", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287527, "name": "Sabine Capital Partners, LLC", "name_as_filed": "SABINE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/sabine-capital-partners-llc-dallas-tx-287527", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283638, "name": "Sabrepoint Capital Management", "name_as_filed": "SABREPOINT CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/sabrepoint-capital-management-dallas-tx-283638", "city": "Dallas", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 161568, "name": "Saddock Wealth, LLC", "name_as_filed": "SADDOCK WEALTH, LLC", "url": "https://advisorcensus.com/firm/saddock-wealth-llc-dallas-tx-161568", "city": "Dallas", "state": "TX", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312019, "name": "Sagefield Investment Group LP", "name_as_filed": "SAGEFIELD INVESTMENT GROUP LP", "url": "https://advisorcensus.com/firm/sagefield-investment-group-lp-dallas-tx-312019", "city": "Dallas", "state": "TX", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 122833, "name": "Salient Advisors, L.P.", "name_as_filed": "SALIENT ADVISORS, L.P.", "url": "https://advisorcensus.com/firm/salient-advisors-l-p-dallas-tx-122833", "city": "Dallas", "state": "TX", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286284, "name": "Sammons Wealth", "name_as_filed": "SAMMONS WEALTH", "url": "https://advisorcensus.com/firm/sammons-wealth-dallas-tx-286284", "city": "Dallas", "state": "TX", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318308, "name": "Samson Capital Group, LLC", "name_as_filed": "SAMSON CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/samson-capital-group-llc-dallas-tx-318308", "city": "Dallas", "state": "TX", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161829, "name": "Satori Capital, LLC", "name_as_filed": "SATORI CAPITAL, LLC", "url": "https://advisorcensus.com/firm/satori-capital-llc-dallas-tx-161829", "city": "Dallas", "state": "TX", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 174535, "name": "Sawyer Investment Management Company", "name_as_filed": "SAWYER INVESTMENT MANAGEMENT COMPANY", "url": "https://advisorcensus.com/firm/sawyer-investment-management-company-colleyville-tx-174535", "city": "Colleyville", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287991, "name": "Scalar Gauge Management, LLC", "name_as_filed": "SCALAR GAUGE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/scalar-gauge-management-llc-dallas-tx-287991", "city": "Dallas", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317435, "name": "Scherer Financial Advisory Services, LLC", "name_as_filed": "SCHERER FINANCIAL ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/scherer-financial-advisory-services-llc-dallas-tx-317435", "city": "Dallas", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 337990, "name": "Schlegel Dunn LLC", "name_as_filed": "SCHLEGEL DUNN LLC", "url": "https://advisorcensus.com/firm/schlegel-dunn-llc-plano-tx-337990", "city": "Plano", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109132, "name": "Schlindwein Associates LLC", "name_as_filed": "SCHLINDWEIN ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/schlindwein-associates-llc-dallas-tx-109132", "city": "Dallas", "state": "TX", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172194, "name": "Schulz Wealth, Ltd.", "name_as_filed": "SCHULZ WEALTH, LTD.", "url": "https://advisorcensus.com/firm/schulz-wealth-ltd-mansfield-tx-172194", "city": "Mansfield", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 161832, "name": "Scout Energy Management LLC", "name_as_filed": "SCOUT ENERGY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/scout-energy-management-llc-dallas-tx-161832", "city": "Dallas", "state": "TX", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 338272, "name": "Second Law Capital", "name_as_filed": "SECOND LAW CAPITAL", "url": "https://advisorcensus.com/firm/second-law-capital-dallas-tx-338272", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327921, "name": "Second Opinion Financial", "name_as_filed": "SECOND OPINION FINANCIAL", "url": "https://advisorcensus.com/firm/second-opinion-financial-southlake-tx-327921", "city": "Southlake", "state": "TX", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 344338, "name": "Secovia Capital LLC", "name_as_filed": "SECOVIA CAPITAL LLC", "url": "https://advisorcensus.com/firm/secovia-capital-llc-dallas-tx-344338", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162408, "name": "Selador Capital Management, LP", "name_as_filed": "SELADOR CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/selador-capital-management-lp-ft-worth-tx-162408", "city": "Ft. Worth", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333652, "name": "Sendera Wealth Advisors", "name_as_filed": "SENDERA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/sendera-wealth-advisors-richardson-tx-333652", "city": "Richardson", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170237, "name": "Sequel Holdings, L.P.", "name_as_filed": "SEQUEL HOLDINGS, L.P.", "url": "https://advisorcensus.com/firm/sequel-holdings-l-p-dallas-tx-170237", "city": "Dallas", "state": "TX", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 174527, "name": "Sequoia Private Wealth Management, LLC", "name_as_filed": "SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sequoia-private-wealth-management-llc-irving-tx-174527", "city": "Irving", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160409, "name": "Sevin Rosen Funds", "name_as_filed": "SEVIN ROSEN FUNDS", "url": "https://advisorcensus.com/firm/sevin-rosen-funds-dallas-tx-160409", "city": "Dallas", "state": "TX", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325223, "name": "SFE Advisors, LLC", "name_as_filed": "SFE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sfe-advisors-llc-dallas-tx-325223", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107548, "name": "SFMG Wealth Advisors", "name_as_filed": "SFMG WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/sfmg-wealth-advisors-plano-tx-107548", "city": "Plano", "state": "TX", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150865, "name": "Shade Tree Partners LLC", "name_as_filed": "SHADE TREE PARTNERS LLC", "url": "https://advisorcensus.com/firm/shade-tree-partners-llc-dallas-tx-150865", "city": "Dallas", "state": "TX", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 331971, "name": "Sharpedge Financial", "name_as_filed": "SHARPEDGE FINANCIAL", "url": "https://advisorcensus.com/firm/sharpedge-financial-southlake-tx-331971", "city": "Southlake", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170651, "name": "SHD Management, LLC", "name_as_filed": "SHD MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/shd-management-llc-dallas-tx-170651", "city": "Dallas", "state": "TX", "years_registered": 11, "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": 325347, "name": "Shift Left Ventures Management Company, LLC", "name_as_filed": "SHIFT LEFT VENTURES MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/shift-left-ventures-management-company-llc-plano-tx-325347", "city": "Plano", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313814, "name": "Sidekick Partners Management, LP", "name_as_filed": "SIDEKICK PARTNERS MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/sidekick-partners-management-lp-dallas-tx-313814", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338600, "name": "Sightline Capital LLC", "name_as_filed": "SIGHTLINE CAPITAL LLC", "url": "https://advisorcensus.com/firm/sightline-capital-llc-mckinney-tx-338600", "city": "McKinney", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "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 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{ "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" } }