{ "path": "/advisors/tx/dallas", "url": "https://advisorcensus.com/advisors/tx/dallas/page/5", "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": 5, "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": 307513, "name": "CMG Wealth Management", "name_as_filed": "CMG WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cmg-wealth-management-plano-tx-307513", "city": "Plano", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325543, "name": "CMH Wealth Management", "name_as_filed": "CMH WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cmh-wealth-management-dallas-tx-325543", "city": "Dallas", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285931, "name": "Coachwork Partners, Inc.", "name_as_filed": "COACHWORK PARTNERS, INC.", "url": "https://advisorcensus.com/firm/coachwork-partners-inc-keller-tx-285931", "city": "Keller", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289157, "name": "Collective Wealth Advisors LLC", "name_as_filed": "COLLECTIVE WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/collective-wealth-advisors-llc-coppell-tx-289157", "city": "Coppell", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144278, "name": "Commerce Street Investment Management", "name_as_filed": "COMMERCE STREET INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/commerce-street-investment-management-dallas-tx-144278", "city": "Dallas", "state": "TX", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 288794, "name": "Complete Wealth Management, LLC", "name_as_filed": "COMPLETE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/complete-wealth-management-llc-denton-tx-288794", "city": "Denton", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 281370, "name": "Concentio Capital Management, LLC", "name_as_filed": "CONCENTIO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/concentio-capital-management-llc-dallas-tx-281370", "city": "Dallas", "state": "TX", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 163527, "name": "Concorde Capital Corporation", "name_as_filed": "CONCORDE CAPITAL CORPORATION", "url": "https://advisorcensus.com/firm/concorde-capital-corporation-dallas-tx-163527", "city": "Dallas", "state": "TX", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105237, "name": "Concorde Investment Management", "name_as_filed": "CONCORDE INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/concorde-investment-management-dallas-tx-105237", "city": "Dallas", "state": "TX", "years_registered": 44, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 311762, "name": "Condire Management, LP", "name_as_filed": "CONDIRE MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/condire-management-lp-dallas-tx-311762", "city": "Dallas", "state": "TX", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 155803, "name": "Congruent Investment Partners, LLC", "name_as_filed": "CONGRUENT INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/congruent-investment-partners-llc-dallas-tx-155803", "city": "Dallas", "state": "TX", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156549, "name": "Coppell Advisory Solutions LLC", "name_as_filed": "COPPELL ADVISORY SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/coppell-advisory-solutions-llc-dallas-tx-156549", "city": "Dallas", "state": "TX", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169653, "name": "Cordatus Advisors, LLC", "name_as_filed": "CORDATUS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cordatus-advisors-llc-dallas-tx-169653", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 344293, "name": "Corner Speed Capital Partners", "name_as_filed": "CORNER SPEED CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/corner-speed-capital-partners-fort-worth-tx-344293", "city": "Fort Worth", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282043, "name": "Coronado Resources Management LP", "name_as_filed": "CORONADO RESOURCES MANAGEMENT LP", "url": "https://advisorcensus.com/firm/coronado-resources-management-lp-dallas-tx-282043", "city": "Dallas", "state": "TX", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 304643, "name": "Corps Capital Advisors, LLC", "name_as_filed": "CORPS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/corps-capital-advisors-llc-southlake-tx-304643", "city": "Southlake", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 127639, "name": "Corriente Advisors, LLC", "name_as_filed": "CORRIENTE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/corriente-advisors-llc-fort-worth-tx-127639", "city": "Fort Worth", "state": "TX", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 114702, "name": "Corus Family Wealth Advisors, Inc.", "name_as_filed": "CORUS FAMILY WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/corus-family-wealth-advisors-inc-mckinney-tx-114702", "city": "McKinney", "state": "TX", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288915, "name": "Cotton Creek Capital Management, LLC", "name_as_filed": "COTTON CREEK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cotton-creek-capital-management-llc-dallas-tx-288915", "city": "Dallas", "state": "TX", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322366, "name": "Cottonwood Capital Advisors", "name_as_filed": "COTTONWOOD CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/cottonwood-capital-advisors-irving-tx-322366", "city": "Irving", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 171325, "name": "Course 26, LLC", "name_as_filed": "COURSE 26, LLC", "url": "https://advisorcensus.com/firm/course-26-llc-fort-worth-tx-171325", "city": "Fort Worth", "state": "TX", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 300806, "name": "Covemark Investment Manager LLC", "name_as_filed": "COVEMARK INVESTMENT MANAGER LLC", "url": "https://advisorcensus.com/firm/covemark-investment-manager-llc-dallas-tx-300806", "city": "Dallas", "state": "TX", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331147, "name": "CP Capital Group LLC", "name_as_filed": "CP CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/cp-capital-group-llc-dallas-tx-331147", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331261, "name": "CPG Capital Advisors, LLC", "name_as_filed": "CPG CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cpg-capital-advisors-llc-dallas-tx-331261", "city": "Dallas", "state": "TX", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 131417, "name": "CPMG, Inc.", "name_as_filed": "CPMG, INC.", "url": "https://advisorcensus.com/firm/cpmg-inc-dallas-tx-131417", "city": "Dallas", "state": "TX", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 145855, "name": "CPR Financial & Insurance Services, Inc.", "name_as_filed": "CPR FINANCIAL & INSURANCE SERVICES, INC.", "url": "https://advisorcensus.com/firm/cpr-financial-and-insurance-services-inc-prosper-tx-145855", "city": "Prosper", "state": "TX", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 162673, "name": "Cravens Brothers Private Wealth Management LLC", "name_as_filed": "CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cravens-brothers-private-wealth-management-llc-dallas-tx-162673", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115974, "name": "Crescent Advisor Group, Inc.", "name_as_filed": "CRESCENT ADVISOR GROUP, INC.", "url": "https://advisorcensus.com/firm/crescent-advisor-group-inc-plano-tx-115974", "city": "Plano", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331945, "name": "Crescent Investment Solutions LLC", "name_as_filed": "CRESCENT INVESTMENT SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/crescent-investment-solutions-llc-plano-tx-331945", "city": "Plano", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158397, "name": "Crescent Real Estate LLC", "name_as_filed": "CRESCENT REAL ESTATE LLC", "url": "https://advisorcensus.com/firm/crescent-real-estate-llc-fort-worth-tx-158397", "city": "Fort Worth", "state": "TX", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 288079, "name": "Cresta Fund Management LLC", "name_as_filed": "CRESTA FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cresta-fund-management-llc-dallas-tx-288079", "city": "Dallas", "state": "TX", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332310, "name": "Crestera Management LLC", "name_as_filed": "CRESTERA MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/crestera-management-llc-southlake-tx-332310", "city": "Southlake", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 122711, "name": "Crestline Management, L.P.", "name_as_filed": "CRESTLINE MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/crestline-management-l-p-fort-worth-tx-122711", "city": "Fort Worth", "state": "TX", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 334092, "name": "Crestview Wealth Management, LLC", "name_as_filed": "CRESTVIEW WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/crestview-wealth-management-llc-rockwall-tx-334092", "city": "Rockwall", "state": "TX", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326751, "name": "Crockett Capital LLC", "name_as_filed": "CROCKETT CAPITAL LLC", "url": "https://advisorcensus.com/firm/crockett-capital-llc-dallas-tx-326751", "city": "Dallas", "state": "TX", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300646, "name": "Crossplane Capital Management, LP", "name_as_filed": "CROSSPLANE CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/crossplane-capital-management-lp-dallas-tx-300646", "city": "Dallas", "state": "TX", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 156925, "name": "Crow Holdings Capital", "name_as_filed": "CROW HOLDINGS CAPITAL", "url": "https://advisorcensus.com/firm/crow-holdings-capital-dallas-tx-156925", "city": "Dallas", "state": "TX", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 149665, "name": "Crux Capital Ltd", "name_as_filed": "CRUX CAPITAL LTD", "url": "https://advisorcensus.com/firm/crux-capital-ltd-dallas-tx-149665", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335906, "name": "CSR Capital", "name_as_filed": "CSR CAPITAL", "url": "https://advisorcensus.com/firm/csr-capital-dallas-tx-335906", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 324035, "name": "CST Financial Advisory LLC", "name_as_filed": "CST FINANCIAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/cst-financial-advisory-llc-the-colony-tx-324035", "city": "The Colony", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160145, "name": "Cultivar Capital, Inc.", "name_as_filed": "CULTIVAR CAPITAL, INC.", "url": "https://advisorcensus.com/firm/cultivar-capital-inc-denton-tx-160145", "city": "Denton", "state": "TX", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142227, "name": "Cumberland Hill Capital Management LLC", "name_as_filed": "CUMBERLAND HILL CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cumberland-hill-capital-management-llc-dallas-tx-142227", "city": "Dallas", "state": "TX", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 142606, "name": "Cumbie Advisory Services, Inc", "name_as_filed": "CUMBIE ADVISORY SERVICES, INC", "url": "https://advisorcensus.com/firm/cumbie-advisory-services-inc-fort-worth-tx-142606", "city": "Fort Worth", "state": "TX", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 300322, "name": "Curative Ventures", "name_as_filed": "CURATIVE VENTURES", "url": "https://advisorcensus.com/firm/curative-ventures-dallas-tx-300322", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171001, "name": "Cypress Growth Capital, LLC", "name_as_filed": "CYPRESS GROWTH CAPITAL, LLC", "url": "https://advisorcensus.com/firm/cypress-growth-capital-llc-dallas-tx-171001", "city": "Dallas", "state": "TX", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 143771, "name": "Cypress Point Wealth Management, LLC", "name_as_filed": "CYPRESS POINT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cypress-point-wealth-management-llc-dallas-tx-143771", "city": "Dallas", "state": "TX", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132845, "name": "D F Burch Advisors, Ltd.", "name_as_filed": "D F BURCH ADVISORS, LTD.", "url": "https://advisorcensus.com/firm/d-f-burch-advisors-ltd-dallas-tx-132845", "city": "Dallas", "state": "TX", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331542, "name": "D2 Asset Management", "name_as_filed": "D2 ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/d2-asset-management-dallas-tx-331542", "city": "Dallas", "state": "TX", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317495, "name": "Dalfort Capital Partners", "name_as_filed": "DALFORT CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/dalfort-capital-partners-dallas-tx-317495", "city": "Dallas", "state": "TX", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328001, "name": "Dallas Financial Advisors, LLC", "name_as_filed": "DALLAS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dallas-financial-advisors-llc-dallas-tx-328001", "city": "Dallas", "state": "TX", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false } ], "states": [], 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