Top Financial Advisors in Dallas, Texas

FinanceHQ’s team of experts conducted thorough research on financial advisors in Dallas. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Dallas range from $204M to $19B in AUM, and have an average of 21 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
Savant wealth management

Savant Wealth Management

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About Savant Wealth Management

Dallas, TXInvestment Advisor Firm
Assets Managed: $19,000,000,000Total Number of Advisors: 15In Business Since: 1986

We selected Savant Wealth Management as one of the best financial advisors in Dallas due to their extensive experience since 1986 and commitment to tailoring financial decisions to clients' best interests. With a wide range of specialties including comprehensive wealth management, investment management, and estate planning, Savant provides holistic financial guidance. As an independent and fee-only firm with a legacy of excellence, Savant's client-centric approach ensures trust, confidence, and ethical responsibility in managing clients' assets.

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Facet wealth logo

Facet Wealth

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About Facet Wealth

Dallas, TXInvestment Advisor Firm
Assets Managed: $2,078,080,181Total Number of Advisors: 300In Business Since: 2016

Founded in 2016, Facet Wealth is a top financial advisor in Dallas because they offer a wide range of services, including investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. Headquartered in Baltimore, MD, Facet has a dedicated team of experienced financial experts who provide objective guidance as fiduciaries through an innovative flat fee model. With their comprehensive and personalized financial solutions, Facet helps clients in Dallas on a transformative journey towards financial well-being.

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Tolleson wealth management logo

Tolleson Wealth Management

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About Tolleson Wealth Management

Dallas, TXInvestment Advisor Firm
Assets Managed: $7,593,710,211Total Number of Advisors: 89Number of Accounts: 3,857In Business Since: 2000

Tolleson Wealth Management is a top financial advisor in Dallas because of its extensive range of services including investment management, trustee services, philanthropy, and private banking. Founded in 2000 and headquartered in the city, they strongly emphasize passion and purpose, cultivating a workplace where team members support each other and clients' financial needs are met. With an objective approach to wealth management, Tolleson strives to help affluent clients achieve their financial goals while reflecting their family values.

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Beaird Harris

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About Beaird Harris

Dallas, TXInvestment Advisor Firm
Assets Managed: $1,398,923,567Total Number of Advisors: 13Number of Accounts: 2,853In Business Since: 1996

Due to their extensive expertise in tax planning, financial planning, and investment management, Beaird Harris is one of the best financial advisors in Dallas. Founded in 1996 and headquartered there, they have served clients in the Dallas area for over two decades. Their ability to integrate tax and wealth management services provides clients comprehensive solutions and ensures optimal coordination between tax strategies and investment decisions.

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ISC Advisors, Inc.

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About ISC Advisors, Inc.

Dallas, TXInvestment Advisor Firm
Assets Managed: $1,127,586,220Total Number of Advisors: 29In Business Since: 1989

We chose ISC Advisors, Inc. as one of the top financial advisors in Dallas because they have provided expert financial guidance since their founding in 1989. They specialize in college planning, retirement planning, wealth management, and financial planning, offering tailored solutions to meet each client's unique needs. With a client-centric approach and a team-oriented philosophy, ISC Advisors simplifies complex financial concepts and empowers clients to make informed decisions for a secure financial future.

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Strata wealth advisors logo

Strata Wealth Advisors, LLC

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About Strata Wealth Advisors, LLC

Dallas, TXInvestment Advisor Firm
Assets Managed: $576,174,194Total Number of Advisors: 10Number of Accounts: 1,012In Business Since: 2017

If you need a boutique advisor service, Strata Wealth Advisors serves people in Dallas and specializes in its comprehensive and holistic approach to financial planning. Founded in 2017, this Dallas firm offers a comprehensive suite of services, including financial planning, investment management, estate planning, and retirement planning. Their commitment to creating highly organized and custom financial plans tailored to each client's unique circumstances sets them apart as trusted advisors who adhere to the highest standards of integrity.

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Heritage financial planning logo

Heritage Financial Planning

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About Heritage Financial Planning

Dallas, TXInvestment Advisor Firm
Assets Managed: $239,165,253Total Number of Advisors: 5Number of Accounts: 511In Business Since: 2014

Prioritizing independence, flexibility, and objectivity, Heritage Financial Planning is one of the best financial advisors in Dallas because they offer trustworthy financial advice to help clients achieve their goals. Operating on a fee-only basis without earning third-party commissions or fees, they can provide unbiased advice and recommendations. Focusing on client satisfaction and peace of mind, they strive to empower clients to make informed decisions that align with their needs and goals.

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Leap wealth management logo

Leap Wealth Management

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About Leap Wealth Management

Dallas, TXInvestment Advisor Firm
Assets Managed: $203,791,222Total Number of Advisors: 3Number of Accounts: 1,019In Business Since: 2010

Leap Wealth Management is a top financial advisor in Dallas due to its unique "Advance and Preserve" investment strategy that aims to capture growth during market upswings and protect capital during downturns. Founded by experienced financial advisor Chris Leap in 2010, the firm provides comprehensive financial planning and exceptional client service. With a focus on building long-term relationships based on trust and integrity, Leap Wealth Management tailors personalized financial plans for each client based on their needs, goals, risk tolerance, and time horizon.

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Frequently Asked Questions

How much do financial advisors in Dallas typically charge?

Financial advisors in Dallas typically charge a fee based on assets under management (AUM), ranging from 0.5% to 2% annually. Some may charge hourly rates, averaging between $150 and $400. It's essential to discuss fee structures upfront and ensure alignment with your financial goals before engaging an advisor.

Do financial advisors in Dallas have a requirement to work with established firms?

In Dallas, financial advisors are not mandated to work with established firms exclusively. While many advisors choose established firms for resources and credibility, independent advisors also thrive on their own. It's important to consider individual preferences, services offered, and track records when selecting a financial advisor, ensuring alignment with your unique financial goals.

Are all Dallas financial advisors fiduciaries?

In Dallas, financial advisors may vary in their fiduciary commitment. While some prioritize client interests as fiduciaries, others may follow a suitability standard. It's crucial to inquire about their fiduciary status and choose advisors aligned with your financial goals for a trusted and personalized planning experience.

How do financial advisors in Dallas get paid?

Financial advisors in Dallas typically get paid through a combination of fees and commissions. Fee structures may include hourly rates, fixed fees, or a percentage of assets under management (AUM). Commissions are earned when clients purchase financial products recommended by the advisor. It's essential to discuss compensation transparently with your advisor to understand how they are compensated for their services.

Why is it important to choose a Dallas financial advisor with a Certified Financial Planner (CFP) designation?

Selecting a Dallas financial advisor with a Certified Financial Planner (CFP) designation is necessary as it ensures a professional with comprehensive financial expertise. CFPs adhere to stringent ethical standards, providing clients with higher confidence in their financial guidance. This designation signifies a commitment to excellence, making them well-equipped to navigate complex financial landscapes and tailor strategies to individual needs.


The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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