{ "path": "/advisors/tx/dallas", "url": "https://advisorcensus.com/advisors/tx/dallas/page/4", "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": 4, "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": 306574, "name": "Burford Brothers, Inc.", "name_as_filed": "BURFORD BROTHERS, INC.", "url": "https://advisorcensus.com/firm/burford-brothers-inc-dallas-tx-306574", "city": "Dallas", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305638, "name": "BWCP, LP", "name_as_filed": "BWCP, LP", "url": "https://advisorcensus.com/firm/bwcp-lp-dallas-tx-305638", "city": "Dallas", "state": "TX", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 141807, "name": "Cadence Financial Advisors, LLC", "name_as_filed": "CADENCE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cadence-financial-advisors-llc-allen-tx-141807", "city": "Allen", "state": "TX", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113592, "name": "Cain Capital Management, LP", "name_as_filed": "CAIN CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/cain-capital-management-lp-dallas-tx-113592", "city": "Dallas", "state": "TX", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 111521, "name": "Cain, Watters & Associates, LLC", "name_as_filed": "CAIN, WATTERS & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/cain-watters-and-associates-llc-frisco-tx-111521", "city": "Frisco", "state": "TX", "years_registered": 35, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334504, "name": "Caird Investments", "name_as_filed": "CAIRD INVESTMENTS", "url": "https://advisorcensus.com/firm/caird-investments-dallas-tx-334504", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 326936, "name": "Caishen Financial", "name_as_filed": "CAISHEN FINANCIAL", "url": "https://advisorcensus.com/firm/caishen-financial-plano-tx-326936", "city": "Plano", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172117, "name": "Callaway Financial Services", "name_as_filed": "CALLAWAY FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/callaway-financial-services-arlington-tx-172117", "city": "Arlington", "state": "TX", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329951, "name": "Candor Wealth Management, LLC", "name_as_filed": "CANDOR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/candor-wealth-management-llc-dallas-tx-329951", "city": "Dallas", "state": "TX", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316918, "name": "Caney River Management", "name_as_filed": "CANEY RIVER MANAGEMENT", "url": "https://advisorcensus.com/firm/caney-river-management-dallas-tx-316918", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 120828, "name": "Cannoles Asset Management, Inc.", "name_as_filed": "CANNOLES ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cannoles-asset-management-inc-dwg-tx-120828", "city": "Dwg", "state": "TX", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342110, "name": "Canyon ABF Manager LLC", "name_as_filed": "CANYON ABF MANAGER LLC", "url": "https://advisorcensus.com/firm/canyon-abf-manager-llc-dallas-tx-342110", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 107922, "name": "Canyon Capital Advisors LLC", "name_as_filed": "CANYON CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/canyon-capital-advisors-llc-dallas-tx-107922", "city": "Dallas", "state": "TX", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 226636, "name": "Canyon CLO Advisors LP", "name_as_filed": "CANYON CLO ADVISORS LP", "url": "https://advisorcensus.com/firm/canyon-clo-advisors-lp-dallas-tx-226636", "city": "Dallas", "state": "TX", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 107880, "name": "Canyon Partners Real Estate LLC", "name_as_filed": "CANYON PARTNERS REAL ESTATE LLC", "url": "https://advisorcensus.com/firm/canyon-partners-real-estate-llc-dallas-tx-107880", "city": "Dallas", "state": "TX", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 114539, "name": "Capital Advisory Group, Inc.", "name_as_filed": "CAPITAL ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/capital-advisory-group-inc-dallas-tx-114539", "city": "Dallas", "state": "TX", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114352, "name": "Capital Ideas", "name_as_filed": "CAPITAL IDEAS", "url": "https://advisorcensus.com/firm/capital-ideas-dallas-tx-114352", "city": "Dallas", "state": "TX", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170672, "name": "Caprock Capital Advisors Inc.", "name_as_filed": "CAPROCK CAPITAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/caprock-capital-advisors-inc-plano-tx-170672", "city": "Plano", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307463, "name": "Cardinal CSP Investments GP, Inc.", "name_as_filed": "CARDINAL CSP INVESTMENTS GP, INC.", "url": "https://advisorcensus.com/firm/cardinal-csp-investments-gp-inc-dallas-tx-307463", "city": "Dallas", "state": "TX", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 118156, "name": "Carlson Capital, L.P.", "name_as_filed": "CARLSON CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/carlson-capital-l-p-dallas-tx-118156", "city": "Dallas", "state": "TX", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 339148, "name": "Carlton Lane Capital", "name_as_filed": "CARLTON LANE CAPITAL", "url": "https://advisorcensus.com/firm/carlton-lane-capital-dallas-tx-339148", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311522, "name": "Carrington Advisors, LLC", "name_as_filed": "CARRINGTON ADVISORS, LLC", "url": "https://advisorcensus.com/firm/carrington-advisors-llc-dallas-tx-311522", "city": "Dallas", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 162202, "name": "Carrollton Mineral Partners GP, LP", "name_as_filed": "CARROLLTON MINERAL PARTNERS GP, LP", "url": "https://advisorcensus.com/firm/carrollton-mineral-partners-gp-lp-dallas-tx-162202", "city": "Dallas", "state": "TX", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 153261, "name": "Carson Management Company, LLC", "name_as_filed": "CARSON MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/carson-management-company-llc-dallas-tx-153261", "city": "Dallas", "state": "TX", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 116249, "name": "Carter Advisory Services, Inc", "name_as_filed": "CARTER ADVISORY SERVICES, INC", "url": "https://advisorcensus.com/firm/carter-advisory-services-inc-dallas-tx-116249", "city": "Dallas", "state": "TX", "years_registered": 45, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317294, "name": "Cartess Investment Partners LLC", "name_as_filed": "CARTESS INVESTMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/cartess-investment-partners-llc-dallas-tx-317294", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281410, "name": "Castleview Partners, LLC", "name_as_filed": "CASTLEVIEW PARTNERS, LLC", "url": "https://advisorcensus.com/firm/castleview-partners-llc-dallas-tx-281410", "city": "Dallas", "state": "TX", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290191, "name": "Catalyst Capital Advisers LLC", "name_as_filed": "CATALYST CAPITAL ADVISERS LLC", "url": "https://advisorcensus.com/firm/catalyst-capital-advisers-llc-dallas-tx-290191", "city": "Dallas", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 44970, "name": "Catalyst Strategic Solutions", "name_as_filed": "CATALYST STRATEGIC SOLUTIONS", "url": "https://advisorcensus.com/firm/catalyst-strategic-solutions-plano-tx-44970", "city": "Plano", "state": "TX", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 137652, "name": "Catamount Capital LLC", "name_as_filed": "CATAMOUNT CAPITAL LLC", "url": "https://advisorcensus.com/firm/catamount-capital-llc-dallas-tx-137652", "city": "Dallas", "state": "TX", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 343392, "name": "Cati Capital Partners LLC", "name_as_filed": "CATI CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/cati-capital-partners-llc-dallas-tx-343392", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172091, "name": "Caviness Wealth Management, LLC", "name_as_filed": "CAVINESS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/caviness-wealth-management-llc-dallas-tx-172091", "city": "Dallas", "state": "TX", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175156, "name": "Centeroak Adviser, L.P.", "name_as_filed": "CENTEROAK ADVISER, L.P.", "url": "https://advisorcensus.com/firm/centeroak-adviser-l-p-dallas-tx-175156", "city": "Dallas", "state": "TX", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 165417, "name": "Century Bridge Partners Management, LLC", "name_as_filed": "CENTURY BRIDGE PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/century-bridge-partners-management-llc-dallas-tx-165417", "city": "Dallas", "state": "TX", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 114361, "name": "Certified Financial Strategies Corporation", "name_as_filed": "CERTIFIED FINANCIAL STRATEGIES CORPORATION", "url": "https://advisorcensus.com/firm/certified-financial-strategies-corporation-dallas-tx-114361", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 287600, "name": "CFO4LIFE", "name_as_filed": "CFO4LIFE", "url": "https://advisorcensus.com/firm/cfo4life-coppell-tx-287600", "city": "Coppell", "state": "TX", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337228, "name": "Chadwick Financial", "name_as_filed": "CHADWICK FINANCIAL", "url": "https://advisorcensus.com/firm/chadwick-financial-colleyville-tx-337228", "city": "Colleyville", "state": "TX", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283115, "name": "Chalk Hill Capital Partners", "name_as_filed": "CHALK HILL CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/chalk-hill-capital-partners-dallas-tx-283115", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321134, "name": "Chisholm Wealth Management", "name_as_filed": "CHISHOLM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/chisholm-wealth-management-burleson-tx-321134", "city": "Burleson", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158019, "name": "CIC Partners Management LLC", "name_as_filed": "CIC PARTNERS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cic-partners-management-llc-dallas-tx-158019", "city": "Dallas", "state": "TX", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 326828, "name": "Citation", "name_as_filed": "CITATION", "url": "https://advisorcensus.com/firm/citation-dallas-tx-326828", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 319105, "name": "Civitas Capital Management, LLC", "name_as_filed": "CIVITAS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/civitas-capital-management-llc-dallas-tx-319105", "city": "Dallas", "state": "TX", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 342087, "name": "Clairalpha Advisors LLC", "name_as_filed": "CLAIRALPHA ADVISORS LLC", "url": "https://advisorcensus.com/firm/clairalpha-advisors-llc-frisco-tx-342087", "city": "Frisco", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 217515, "name": "Clare Market Investments, LLC", "name_as_filed": "CLARE MARKET INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/clare-market-investments-llc-dallas-tx-217515", "city": "Dallas", "state": "TX", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143696, "name": "Clear Cove LLC", "name_as_filed": "CLEAR COVE LLC", "url": "https://advisorcensus.com/firm/clear-cove-llc-dallas-tx-143696", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298551, "name": "Clear Sky Financial, LP", "name_as_filed": "CLEAR SKY FINANCIAL, LP", "url": "https://advisorcensus.com/firm/clear-sky-financial-lp-prosper-tx-298551", "city": "Prosper", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307443, "name": "Clearcrest Capital Management, LLC", "name_as_filed": "CLEARCREST CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/clearcrest-capital-management-llc-dallas-tx-307443", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337649, "name": "Clearpoint Wealth Management", "name_as_filed": "CLEARPOINT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/clearpoint-wealth-management-colleyville-tx-337649", "city": "Colleyville", "state": "TX", "years_registered": 0, "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": 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"operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }