Financial advisors in Dallas, TX
Every financial advisor Little Birdy tracks in Dallas, TX, with who owns them shown up front. Free to use, and nobody can pay for a higher spot.
The short answer
Little Birdy lists 22 financial advisors in Dallas, TX.
All 22 are locally owned, with no national franchise or investment-firm parent found.
None of the 22 publish a customer rating we can read, so this list is ordered by what each business does disclose rather than by stars.
The work most of them list: planning, investments, and retirement.
Nobody paid to appear on this page and nobody can buy a higher position on it.
Dallas, TX at a glance
All 22 financial advisors in Dallas, TX
| Business | Ownership | Track record | Rating |
|---|---|---|---|
| 22 One Advisors Planning · Investments · Retirement | Locally owned | —Unrated | — |
| 360 Wealth Planners Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Atlas Wealth Advisors Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Beacon Financial Group Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Chessman Wealth Strategies Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Dallas Financial Advisors Planning · Investments · Retirement | Locally owned | —Unrated | — |
| EP Wealth Advisors Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Indyfin Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Ivy Wealth Planning · Investments · Retirement | Locally owned | —Unrated | — |
| J.K. Financial, Inc. Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Joe Dowdall - Worth Asset Management Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Lee Financial Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Munn Gray & Associates - Certified Financial Planner Planning · Investments · Retirement | Locally owned | —Unrated | — |
| OpenAir Advisers Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Optimal Wealth Advisors Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Opus Wealth Management Planning · Investments · Retirement | Locally owned | —Unrated | — |
| RGT Wealth Advisors Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Smith Anglin Financial Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Strata Wealth Advisors, LLC Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Texas Financial Advisors Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Third Act Wealth Management, LLC Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Wealth Partners Alliance Planning · Investments · Retirement | Locally owned | —Unrated | — |
What financial advisors in Dallas, TX handle
Planning
Investments
Retirement
How this list is ordered
Position is computed from what each business publishes: its customer rating, how many reviews stand behind it, and its public web presence. Ratings are repeated as the business publishes them on its own site. Little Birdy does not collect, buy, or estimate ratings of its own.
Ownership is assessed from public records and the business’s own description. Where no national franchise or investment-firm parent turns up, the business is recorded as locally owned. A blank in any column means the detail is not published anywhere we can read it, not that the answer is bad.
No business paid to be on this page, and no business can pay to move up it.
Own one of these businesses?
Claim your listing in Dallas, TX. It is free, and nobody can buy a higher spot.
Claim your business