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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Ascentis Independent Advisors is a fee-based advisory firm headquartered in Dallas, Texas. The firm works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans and business entities. It also provides platform and support services for independent financial advisors.

There is no minimum account size to work with the firm. However, certain LPL Financial-sponsored advisory programs available through Ascentis Independent Advisors have their own minimums, ranging from $1,000 to $250,000. Because some representatives may earn commissions from securities or insurance product sales, Ascentis Independent Advisors is considered a fee-based firm. However, the firm must abide by its fiduciary duty to put the interests of its clients first.

Ascentis Independent Advisors offers asset management, portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and employer-sponsored plan management. Its planning services may cover retirement, estate, charitable, education, tax, real estate, insurance and business planning.

The firm’s investment approach generally uses asset allocation, fundamental analysis, technical analysis, cyclical analysis and third-party manager analysis. Portfolios may include stocks, bonds, ETFs, mutual funds, options, alternative investments, private placements and cash equivalents, depending on the client’s objectives and selected program.

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Quotient Wealth Partners, LLC is a fee-based advisory firm that works with individuals, high-net-worth individuals, families, retirees, corporate executives, entrepreneurs and business owners. The firm also serves trusts, estates, corporations and other business entities, and pension and profit-sharing plans. There is no firmwide minimum account size to work with the firm.

QWP’s available materials reference the Certified Financial Planner™ (CFP®) designation for at least one advisor. Because certain supervised persons may offer insurance products under a separate commission-based arrangement, QWP is considered a fee-based firm. However, the firm must abide by its fiduciary duty to put the interests of its clients first.

Quotient Wealth Partners offers financial planning and consulting, investment and wealth management, retirement plan consulting, held-away account management and access to third-party money managers. Planning services may include retirement planning, business planning, cash flow forecasting, risk management, trust and estate planning, charitable giving, tax planning, insurance planning, education planning and wealth transfer planning.

The firm generally builds long-term, diversified portfolios based on asset class return, risk and correlation assumptions. Advisors primarily use low-cost, index-based ETFs, along with mutual funds, managed stock and bond accounts, model portfolios and third-party managers. Portfolios may also include tax-aware strategies, factor-based tilts, alternative investments, REITs, structured products, privately placed securities and options, depending on the client and account type.

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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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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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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 staff who hold the Certified Financial Planner™ (CFP®), certified private wealth advisor (CPWA), chartered financial analyst (CFA), certified public accountant (CPA) and chartered alternative investment analyst (CAIA) designations.

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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Apeiron RIA is a fee-based advisory firm headquartered in Dallas. Founded in 2011, the firm works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, foundations, endowments, nonprofits and other institutional clients. The firm does not mandate a minimum account size.

Specific advisor certifications are not listed in the available firm materials. Because some representatives may receive commissions for insurance products sold in a separate capacity, Apeiron RIA 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.

Apeiron RIA offers services such as portfolio management, wrap fee programs, financial planning and consulting, retirement and pension plan consulting, comprehensive wealth management, insurance services and estate planning. Financial planning topics may include retirement planning, estate and legacy planning, charitable planning, divorce planning, college planning, business planning, tax concerns, debt and credit planning and life insurance planning.

The firm uses asset allocation model portfolios, customized asset allocation and third-party money manager model portfolios. Its investment approach may include long-term purchases, short-term purchases, trading, short sales, margin transactions, option strategies, private investment or equity funds and structured products. Apeiron RIA’s analysis methods include fundamental analysis, Modern Portfolio Theory, technical analysis and cyclical analysis.

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Beacon Financial Group is a fee-based advisory firm that works with individuals, high-net-worth individuals, trusts, estates, foundations, endowments, corporations and other business organizations. The Dallas-based firm is registered with the SEC as Beacon Retirement Planning Services, Inc. Beacon generally requires a preferred minimum investment of $100,000, though minimums may vary by advisory program or investment strategy.

Because some advisors may earn commissions from securities or insurance product sales, Beacon Financial Group is considered a fee-based firm. However, the firm is bound by its fiduciary duty to act in its clients' best interests despite this potential conflict of interest.

The firm provides wealth management, financial planning and investment management services on a discretionary basis. Its services include comprehensive financial planning, portfolio management, retirement planning, tax planning, trust and estate planning, legacy planning, insurance consulting, IRA rollover guidance, manager due diligence and the use of independent managers.

Beacon Financial Group uses fundamental, technical and cyclical analysis when evaluating investments. Portfolios are typically diversified and aligned with each client’s goals, time horizon and risk tolerance. The firm may use long-term trading, short-term trading, margin and options strategies where appropriate. Margin and options strategies generally involve greater risk, and clients should be aware that there is a material risk of loss when using those strategies.

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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.