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Financial Advisors in Dallas, Texas

Our hand-picked list of 8 financial advisors serving Dallas, Texas. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Dallas

Financial professionals in Dallas should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Texas securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Texas, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Dallas

3B CAPITAL MANAGEMENT, LP

6510 ABRAMS ROAD, DALLAS, TX 75231

📞 (214) 420-••••

8 KNOTS MANAGEMENT, LLC

100 CRESCENT COURT, DALLAS, TX 75201

📞 (646) 379-••••

9823 CAPITAL, LP

200 CRESCENT COURT, DALLAS, TX 75201

📞 (214) 849-••••

ACKERMAN CAPITAL MANAGEMENT

5956 SHERRY LANE, DALLAS, TX 75225

📞 (214) 361-••••

ACRUENCE CAPITAL, LLC

8111 PRESTON RD., DALLAS, TX 75225

📞 (833) 653-••••

AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC

2728 NORTH HARWOOD STREET, DALLAS, TX 75201

📞 (214) 253-••••

ALLRED HARRIS WEALTH MANAGEMENT.

8333 DOUGLAS AVENUE, DALLAS, TX 75225

📞 (844) 965-••••

ALM FIRST FINANCIAL ADVISORS LLC

3800 MAPLE AVENUE, DALLAS, TX 75219

📞 (800) 752-••••

Frequently Asked Questions

Where can I find financial advisors in Dallas, Texas?

Dallas, Texas has 8 financial advisors listed in our directory. 3B CAPITAL MANAGEMENT, LP is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Texas?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Texas, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Dallas?

Financial professionals in Dallas should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Texas securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Dallas?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Dallas-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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