The Top Financial Advisors in Dallas, TX

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Fee-only firm Level Four Advisory Services, serves a wide range of clients, including individuals, high-net-worth individuals, trusts, estates and pension and profit sharing plans. Level Four also has an exceptionally large staff of advisors, with qualifications including the Certified Financial Planner™ (CFP®), chartered life underwriter (CLU), accredited domestic partnership advisor (ADPA), retirement income certified professional (RICP), chartered retirement planning counselor (CRPC) and chartered financial analyst (CFA) designations. 

The firm’s minimum account size requirement varies based on account type. A majority of its advisors are also licensed insurance agents and representatives of a broker/dealer, and may earn commissions on some transactions. This makes Level Four a fee-based firm, but it remains obligated to act in your best interests as a fiduciary. 

Level Four says on its website that its investment strategy employs a blend of internal, proprietary investment portfolios and externally sourced investment solutions that cater to a client’s asset allocations. The firm designs portfolios based on the following objectives: income with capital preservation, income with moderate growth, growth with income, growth and aggressive growth. 

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Tolleson Private Wealth Management is a fee-only firm that has many advisory certifications on its large staff of financial advisors. As a fee-only firm, Tolleson only makes money from the fees it charges clients, not commissions on the sale of financial products and insurance. 

The firm has the largest amount of AUM on the list, but it requires clients to have $20 million in investable assets to open an account. Such a requirement has likely led the firm's client base to heavily consist of high-net-worth individuals. Beyond this client type, Tolleson commonly works with estates, trusts, foundations, funds, banks and philanthropic trusts. Tolleson also has the lowest client-to-advisor ratio on our list, helping propel the firm into the No. 1 spot. 

Investment management is the key offering of Tolleson Private Wealth Management. The firm divvies this service into subsections like investment strategy development, asset allocation determination, consulting, performance monitoring and third-party investment manager analysis.

Tolleson works with clients to meet the needs specified within their investment policy statements, but the firm also creates additional asset allocations that strictly focus on fixed income securities. The firm mainly invests in stocks, mutual funds, options and alternative investments. For individual and family clients of Tolleson Private Wealth Management, the firm has a whole team specifically devoted to holistically managing your financial life. The firm states that this consists of multiple parts financial planning, investment management and wealth management, as well as tax efficient investing strategies and large purchase planning.

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While True North Advisors’ client base is mostly high-net-worth individuals, it also serves a number of individuals without a high net worth, retirement plans and charitable organizations. That being said, for True North Advisors to take you on as a client, you’ll need a minimum of $5 million in investable assets.

True North Advisors is a fee-only firm, meaning it's compensated solely through client fees, not sales comissions. It has nine Certified Financial Planner™ (CFP®) on staff, as well as four certified private wealth advisors (CPWAs), three chartered financial analysts (CFAs), one certified public accountant (CPA) and two chartered alternative investment analysts (CAIAs).

True North says on its firm brochure that it believes in active management but will allocate portions of the portfolio to passive investments such as indexed ETFs or indexed mutual funds where necessary. The firm also says it values alternative investment and private investment strategies. The firm’s portfolios tend to adhere to the philosophy of value investing. According to the company information, it considers niche opportunistic strategies within traditional and non-traditional asset classes.

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Texas Capital Bank Private Wealth Advisors, a fee-based advisory firm, primarily works with high-net-worth individuals but also has charities and corporations as clients. The firm does not mandate a minimum account size. 

TCBPWA's team of advisors has earned certifications including Certified Financial Planner™ (CFP®), chartered financial consultant (ChFC), chartered life underwriter (CLU) and chartered financial analyst (CFA). Because some advisors are registered to sell insurance and/or financial products -- and earn commissions on those transactions -- TCBPWA is considered a fee-based firm. However, the firm is bound by its fiduciary duty to act in its client's best interests despite this potential conflict of interest.

At the start of every client relationship, an advisor from the firm spends time with you, asking questions and discussing your investment experience and financial goals. The advisor will then prepare an investment plan that will guide the strategy of individual portfolios. Advisors primarily invest client assets in common stock, fixed-income securities, mutual funds, ETFs and convertible securities. Portfolios may also include options, real estate investment trusts, structured notes and other assets. Portfolio construction and asset allocation are determined by the firm's investment committee, which meets regularly and is led by the firm's chief investment officer. 

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Three Bell Capital is a fee-based advisory firm offering services such as investment strategies, asset allocation and selection, risk tolerance, corporate retirement plan services and regular portfolio monitoring. These services are primarily offered to high-net-worth individuals and families, as well as to corporate retirement plans.

The firm does require a $1 million minimum account size to get started and there is a concern about a conflict of interest since the firm is fee-based. However, the firm and its advisors are bound by a fiduciary duty that requires them to but the needs of their clients first. 

Investment Strategies utilized by TBC include long-term trading, short-term trading, private investments, short sales, margin transactions, and options writing (including covered options, uncovered options, or spreading strategies). Long-term trading is designed to capture market rates of both return and risk. Frequent trading, when utilized, can affect investment performance, particularly through increased brokerage and other transaction costs and taxes.

Short-term trading, short sales, margin transactions, private investments and options writing generally hold greater risk and clients should be aware that there is a material risk of loss using any of those strategies.

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Strive Asset Managmeent is a fee-only firm that offers a broad range of investment solutions designed to help clients achieve their financial goals, including a personalized portfolio management approach. The firm works with individual investors, high-net-worth individuals, pension funds, corporations and more.

Strive is the newsest firm on the list, but it offers a variety of services to meet the needs of many different types of clients. The firm requires a minimum investment type, depending on the type of service you're using, but most people will need $500k in order to start working with the firm for it's core investment management product. 

Across all client types, Strive Asset Management emphasizes a personalized approach, recognizing that each client’s financial situation and objectives are unique. This commitment to customization and client-centric service is at the core of Strive’s value proposition, making it a trusted partner for a wide array of investors. Strive provides non-discretionary model portfolios that have underlying allocations generally consisting of individual ETFs, including ETFs managed by Strive. 

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Guidestone Advisors is a fee-based firm that works with individuals and businesses. The firm works with individuals who are high-net-worth as well as those who are considered to be a "qualified client" under Rule 205-3. They also work with institutional clients for employer-sponsored plans as well as company health plans. 

There is no minimum account size to work with the firm. As a fee-based advisor, it's important to understand that the firm could earn a fee for investing your assets into specific funds or other securities. However, the firm must abide by its fiduciary duty to put the interests of its clients first.  

Guidestone's investment process starts with a needs analysis for the individual investor. Based on that, a financial plan for each individual investor. The firm also manages funds that are used in its investment approach, as well as a diversified set of mutual funds and other investments. 

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Smith Anglin Financial, LLC is a fee-based firm that works with individuals, focused on aviation professionals. The firm also works with corporate executives, business owners, and other retirees. They've partnered with aviation professionals for major airlines like Delta, American, United, Southwest and more.

There is no minimum account size to work with the firm. As a fee-based advisor, it's important to understand that the firm could earn a fee for investing your assets into specific funds or other securities. However, the firm must abide by its fiduciary duty to put the interests of its clients first.  

Smith Anglin's investment strategy involves securing long-term financial freedom for all of its clients. Based on each individual client's risk tolerance, the firm's advisors implement either defensive or aggressive strategies to best suit their individual needs. 

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Integrity Advisory Solutions is a fee-based firm that works with individuals, families and businesses. Advisors at the firm works specifically with indivduals, high-net-worth individuals, trusts, estates, charitable organizations and business entitites. The firm must abide by a fiduciary duty to put each client first, even if they may receive commissions for the sale of a variety of products. 

The firm offers a wide range of financial planning services tailored to each client’s unique needs. This includes retirement planning, tax strategies, estate planning and risk management. By taking the time to understand each client’s financial situation and long-term objectives, Integrity Advisory Solutions creates customized plans designed to help clients build and preserve wealth. 

Integrity Advisory Solutions offers the same suite of services to all its clients; however, each investment advisor manages accounts independently, and is not under any obligation or requirement to buy or sell the same investments for accounts, even when an investment strategy can be similar. The firm's advisors provide personalized and individualized investment advice and can employ a variety of account types and strategies based on a client’s investment objectives, risk tolerance, and specific circumstances.

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Beaird Harris is a fee-only firm that works mostly with individuals, a bit over half of whom have a high net worth. The only institutional clients at the firm are pension and profit-sharing plans, charitable organizations and corporations. The firm is fee-only, meaning advisors only earn fees, not commissions. There is a minimum account size of $1 million and a minimum annual fee of $10,000.

The Beaird Harris staff includes more than 30 certified public accountants. Other certifications earned include Certified Financial Planner™ (CFP®), chartered financial advisor (CFA) and accredited estate planner (AEP).

Beaird Harris' investment strategy is a disciplined scientific approach born from Nobel-prize-winning academic research that focuses on broad global diversification. The majority of assets at the firm are invested in mutual funds. Individual stocks and bonds are also used, and some are held as cash.