These top financial advisory firms in Dallas, Texas, were carefully selected based on the firms who manage the most client accounts and have the best reviews and recommendations. Use this list of top Dallas fiduciary financial advisors and planners to save time and give you financial peace of mind.
Reviews that the firm
Firms manage at least
$100 million in assets
Firms provide financialplanning and investment services
Firms are fee-only
|Financial Advisor||Assets Managed|
|1. Edelman Financial Engines||$169,000,000,000|
|2. Fisher Investments||$96,031,566,281|
|3. Tiedemann Wealth Management||$12,301,604,643|
|4. Buckingham Strategic Wealth||$12,282,889,291|
|5. Mercer Global Advisors Inc.||$11,053,472,525|
|6. Tolleson Private Wealth Management||$5,604,815,089|
|7. South Texas Money Management, Ltd.||$3,315,927,425|
|8. Beacon Pointe Wealth Advisors||$2,250,144,680|
|9. Andersen Tax LLC||$2,116,921,000|
|10. True North Advisors||$1,209,259,852|
The help of an expert financial advisor can help you not only get organized, but also get prepared for your future. Read each firms description below to discern whether their advisors might be the right fit. Once you narrow your list, here are top questions to ask a financial advisor before hiring.
13727 Noel Road Tower 2 Suite 1075
Dallas, TX 1075
Edelman Financial Engines is a financial advisory firm that has $205.60 Billion in assets under management. The firm has helped many people manage their monetary assets, from everyday Americans to hundreds of Fortune 500 companies. The financial giant has 180 branches across the country and offers a myriad of financial services focused on financial planning, investment management, retirement planning, and money management.
Edelman Financial Engines provides objective, fee-based advice and asset management with an aim to help you build a better financial future. They also offer fiduciary services, and are legally and ethically required to put client interests before their own. The financial advisory firm is seen as a leader in the financial space and is known for catering financial portfolios and plans based on their clients’ unique financial goals and needs.
Edelman Financial Engines was officially formed in 2018 when Edelman Financial Services, LLC merged with Financial Engines Advisors, L.L.C. Both of these two firms were in the advisory business for some time before merging. Edelman was established in 1986 by Ric and Jean Edelman, and Financial Engines was created in 1997. Today the firm is the largest independent registered investment advisor in the nation, serving over 1 million people with over $150 Billion assets under management. In addition to the Dallas location, there are also Austin, Fort Worth, Houston, Irving, Plano and San Antonio Texas offices.
Founded in 1996
Retirement Planning, Portfolio Management, Investment Advisory
Requires a $50,000 minimum investment and charges a blended rate between 1.50% and 0.90% for ongoing portfolio management services, depending on the size of the portfolio.
3500 Maple Ave Suite 1160
Dallas, TX 75219
Fisher Investments has managed portfolios for tens of thousands of investors and offers competitive, transparent fees since the advisory firm was founded in 1979. Their founder, Ken Fisher, believes the first step of successful investment management is putting clients’ interests first. He designed the firm with one vision in mind: “putting clients at the forefront and building an investment management firm to support long-term investments objectives.”
True to Fisher’s vision, the independent money-management firm has been enjoying the trust of businesses, individuals, couples and families for more than 35 years and manages over $100 billion in assets for individual investors and institutional investors across North America and Europe.
Fisher Investments’ services for private clients include portfolio management, annuity conversion, financial planning and retirement planning. Its portfolio management services are aimed at maximizing returns within specific risk parameters. The successful financial advisor firm serves over 50,000 private clients and global investing expertise. Fisher Investments has been servicing Texas since the 1980s.
Founded in 1979
Annuity Evaluation, Financial Planning, Portfolio Management
Generally works with clients who have at least $500,000 in investable assets, though they may accept smaller accounts at the advisor’s discretion. The firm has a lower expected minimum for its WealthBuilder account. For these accounts, Fisher Investments seeks a minimum of $200,000 in investable assets.
100 Crescent Court Suite 550
Dallas, TX 75201
Tiedemann Advisors has been in the financial space for almost 20 years and was founded to address the ways the services provided by traditional investment management firms and trust companies typically fell short, such as putting the clients’ needs first and offering a myriad of offerings for unique financial situations. The firm is a New York-based independent national wealth advisor that is trusted by many clients, and has offices across the United States. Tiedemann Advisors has been servicing the Dallas area since 2007.
Tiedemann Advisors is 100 percent privately owned and has become one of the largest independent registered investment advisors in the country that offers a broad set of financial services. The team of fiduciary financial advisors works across many specialties to offer comprehensive, objective advice and a partnership they feel their clients deserve.
The firm uses a trusted custodian and there is one licensed advisor for every six clients, which is significantly lower than the average. Tiedemann also requires a $0 minimum investment, which is a benefit to many investors who want to start investing but don’t have large sums of money.
Founded in 1999
Financial Planning, Investment Management, Impact Investment, Trust & Estate, Endowments & Foundations
Requires a $0 minimum investment and charges 1.25% for ongoing portfolio management services, depending on the size of the portfolio.
5810 Tennyson Parkway Suite 260
Plano, TX 75024
Buckingham Strategic Wealth was established in 1994. The firm is solely owned by financial services holding company, Focus Financial Partners, LLC. Focus Financial is a large, publicly traded company that owns many advisory firms like Buckingham throughout the country. The fee-only advisory firm employs an expert staff of financial advisors across the U.S. with a myriad of certifcations and financial accreditations to meet the needs of customers. The Texas branch is located in Plano, Texas and has been serving clients since 1986.
The Buckingham Strategic Wealth team in the Dallas area provides comprehensive wealth management and financial planning services to help families identify financial goals to be able to leave a legacy for the next generation. As retirement lifestyle planners and behavioral finance coaches, the top advisory firm helps clients understand build a customized, strategic financial plan tailored to the life they want to live. They boast that they “carefully integrate with other advisors, helping build a strong foundation so clients’ can pursue their goals.
Buckingham has just over $13.7 billion in assets under management, most of which belong to individual investors. Buckingham’s premier service, “Practice Integrated Wealth Management,” provides holistic financial planning services alongside the firm’s other advisory and fiduciary services.
Founded in 1994
Financial Planning, Investment Management, Portfolio Management, Wealth Management, Tax Planning
$500,00 minimum investment required to initiate services as a new client.
Comerica Bank Tower 1717 Main St
Dallas, TX 75201
Mercer Global Advisors is a registered investment advisor with many offices across the U.S. Their founder, Kendrick Mercer started the firm as a law practice in 1985 to work with clients to give them the best service possible and deliver economic freedom so “they don’t have to worry about money.” Their Dallas office has been in business since 2007.
As a full-service wealth management firm, the firm looks at your financial life holistically by blending investment advice, financial planning and real-life goal-setting. The Seattle team of wealth management experts includes Certified Financial Planners, investment advisors and strategists, estate planners, attorneys and Certified Public Accountants. The advisors follow the fiduciary standard to put clients’ needs and interests first, and they have been successful for over 30 years helping families navigate their financial needs from starting out in life and building financial portfolios to enjoying retirement.
Mercer Global Advisors uses a transparent, fee-only model and a trusted custodian. The annual management fee for ongoing portfolio management services is negotiable.
Founded in 1985
Investment Management, Financial Planning, Estate Planning, Tax Planning & Preparation, Corporate Trustee
Requires a $250,000 minimum investment.
With our trusted network of advisors, we’ll connect you with up to three established planners in your area.
5500 Preston Road Suite 250
Dallas, TX 75205
Tolleson Wealth Management is a financial advisory firm based in Dallas that primarily serves high-net-worth individuals and their families, though clients also include banking institutions and charities. They offer fiduciary financial services and believe their firm exists to help clients navigate the financial and emotional complexities of wealth, and that every family has a unique financial plan. Their goal, as stated on their website, is “to provide a comprehensive wealth management approach that is both objective and customized.”
Tolleson Private Wealth Management’s advisor-to-client ratio is impressive with one advisor to every eight clients in an industry where the average is one advisor per every fifty clients. The financial advisor firm provides wealth management, philanthropy services and family education. Additionally, it offers private banking and trust services through Tolleson Private Bank.
Founded in 2000
Strategic Wealth Management & Financial Planning, Investment Management, Trusts & Estates, Philanthropy, Family Education & Governance, Tax & Bookkeeping, Private Banking
Minimum investment of $10,000,000.
1901 North Akard Street
Dallas, TX 75201
South Texas Money Management has more than $3.3 billion in assets under management and 30 advisors on staff, including chartered financial analysts (CFAs), certified financial planners (CFPs), certified divorce financial analysts (CDFAs), certified public accountants (CPAs and accredited investment fiduciarys (AIFs). Services offered by the firm include financial planning, asset allocation management, portfolio management and construction and annual written analyses of holdings. Wealth management is available for accounts with at least $20 million in assets under management.
Jeanie Wyatt founded South Texas Money Management in 2000. She still works at the firm as CEO and chief investment officer. Wyatt is also the principal owner of the firm. Barron’s Magazine named Wyatt one of the Top 100 Women Financial Advisors from 2015 to 2018.
South Texas Money Management has a $1 million minimum investment requirement. It advises a fairly even number of individual and high-net-worth individual clients. It also does business with banks, pension plans, charitable organizations, government entities and other corporations.
Founded in 2000
Financial Planning, Wealth Management, Investment Management
Requires a $1,000,000 minimum investment and charges a blended rate between 1.00% and 0.35% for ongoing portfolio management services, depending on the size of the portfolio.
5810 Tennyson Pkwy Suite 525
Plano, TX 75024
Beacon Pointe Wealth Advisors is an independent advisory firm dedicated to providing clients with objective, thoughtful investment and financial guidance. The financial advisory firm is headquartered in California, with regional offices across the U.S. The Dallas location opened in 2016.
Through shared ownership and affiliation with Beacon Pointe Advisors (BPA), one of the nation’s largest independent registered investment advisors, Beacon Pointe Wealth Advisors allows its partners to leverage BPA’s resources and is able to deliver a distinctive investment approach comprised of some of the country’s leading investment managers. Beacon Pointe Advisors’ mission is to provide highly professional, comprehensive and objective investment and financial advice for both institutions and wealthy families. The Beacon Pointe family of companies, including BPA and BPWA, have over $9.5 billion in combined assets under management.
Founded in 2004
Private Wealth Management Services, Institutional Consulting Services, Retirement Plan Consulting Services, Advisor Partnership Opportunities
Minimum investment of $1,000,000
5949 Sherry Lane Suite 500
Dallas, TX 75225
Andersen tax is one of the largest and most respected national independent financial firms offering tax, investment advisory and valuation services. They have been serving the Dallas area for over a decade and offer fiduciary services, meaning they are legally and ethically required to put their client interests before their own.
Andersen Tax is the founding member of Andersen Global, an international association of legally separate, independent member firms with nearly 4,000 financial professionals worldwide and a presence in over 129 locations. Each location has an operating model structured to allow Managing Directors to “roll up their sleeves” to work directly with clients. The Dallas location requires a $0 minimum investment and charges a blended rate between 1.00 percent and 0.40 percent for ongoing portfolio management services, depending on the size of the portfolio.
Founded in 2003
Financial Planning, Investment Management, Tax Planning
No advisor minimum, but there is fee of $1,000 on every $100,000.
3131 Turtle Creek Boulevard, Suite 1300
Dallas, TX 75219
True North Advisors. True North Advisors is an independent investment advisor in Dallas, Texas that seeks to help its clients live more fulfilled lives. They are committed to a client-centric approach and conflict-free model as they offer fiduciary services, a unified team of collaborative advisors and are 100 percent employee-owned.
The Dallas location opened in 2006 and are a registered investment advisor in 13 states. As an independent firm, True North is an innovator of wealth management solutions that are based on objective, unbiased advice. Today, the financial advisory firm has $1 billion in assets under advisement and offer the size, scale, systems, team and client-first perspective to clients you reach their unique goals. True North Advisors requires a $1,000,000 minimum investment and charges a blended rate between 1.00% and 0.40% for ongoing portfolio management services, depending on the size of the portfolio.
Founded in 2006
Investment Management, Consulting, Financial Planning
True North Advisors requires a $1,000,000 minimum investment
Choosing the right financial advisor in Dallas, Texas, can take time and energy. We have narrowed down the list to help save you research hours by finding the advisory firms who manage the most assets and have the highest reviews. This list of the top ten firms in Dallas can help you find the financial firm that not only best meets your needs but also provides you with the confidence and stability you need to get your finances in order for your future.
Keep in mind that it’s important to do your homework when choosing a financial advisor. Advisors should be able to directly answer your questions with detailed, documented proof of their fee structure, standards, code of ethics and policies.
*Criteria: Compiled FINRA data and public advisory firm data for financial advisory firms who: