Fiduciary advisors in Dallas, TX

291 registered advisers

Corporate relocations have reshaped Dallas into one of the fastest-growing wealth management markets in the country. 291 SEC-registered fiduciary advisory firms serve the metro area, with 277 collecting only client-paid fees. The city's concentration of Fortune 500 headquarters -- from AT&T to McKesson -- means many local advisors specialize in executive compensation, deferred stock units, and 401(k) rollovers.

3B CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #300098
Typical Fee--
AUM$236M
Minimum--
Clients3

8 KNOTS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #305473
Typical Fee--
AUM$1.8B
Minimum--
Clients8

9823 CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #324329
Typical Fee--
AUM$648M
Minimum--
Clients17

ACKERMAN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #123824
Typical Fee--
AUM$477M
Minimum--
Clients535

ACRUENCE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #305482
Typical Fee--
AUM$113M
Minimum--
Clients3

ADAMS ASSET ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #120573
Typical Fee--
AUM$839M
Minimum--
Clients118

ADVISOR RESOURCE COUNCIL

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #164109
Typical Fee--
AUM$3.0B
Minimum--
Clients11,622

AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #297526
Typical Fee--
AUM$603M
Minimum--
Clients3

AETHON ENERGY MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #173136
Typical Fee--
AUM$611M
Minimum--
Clients5

ALLRED HARRIS WEALTH MANAGEMENT.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #297533
Typical Fee--
AUM$452M
Minimum--
Clients957

ALM FIRST FINANCIAL ADVISORS LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #108561
Typical Fee--
AUM$68.9B
Minimum--
Clients160

ANNANDALE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #136667
Typical Fee--
AUM$1.4B
Minimum--
Clients206

ANSON FUNDS MANAGEMENT LP

Fee-Only, No Conflicts
Dallas, TexasCRD #125109
Typical Fee--
AUM$2.9B
Minimum--
Clients6

APEIRON

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #289273
Typical Fee--
AUM$730M
Minimum--
Clients2,411

APPLEWHITE & BUYS FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #169799
Typical Fee--
AUM$138M
Minimum--
Clients719

ARCTOS PARTNERS

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #307116
Typical Fee--
AUM$14.1B
Minimum--
Clients48

ASCENTIS ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #318126
Typical Fee--
AUM$559M
Minimum--
Clients3,654

ASCENTIS INDEPENDENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #322879
Typical Fee--
AUM$1.7B
Minimum--
Clients6,351

ASCENTIS WEALTH MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #330923
Typical Fee--
AUM$557M
Minimum--
Clients808

AUSTERRA WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #161964
Typical Fee1.95%
AUM$224M
Minimum$1000000M
Clients37

AUTUMN GLORY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #288250
Typical Fee--
AUM$748M
Minimum--
Clients175

AVIDITY PARTNERS MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #304628
Typical Fee--
AUM$1.3B
Minimum--
Clients7

AWH CAPITAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #146740
Typical Fee--
AUM$126M
Minimum--
Clients1

BALEFIRE, LLC

Also Compensated via Brokerage
Dallas, TexasCRD #168733
Typical Fee--
AUM$1.2B
Minimum--
Clients2,527

BALLAST ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #311116
Typical Fee--
AUM$206M
Minimum--
Clients2

BANNER OAK CAPITAL PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #284367
Typical Fee--
AUM$4.8B
Minimum--
Clients10

BARROW HANLEY GLOBAL INVESTORS

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #105519
Typical Fee--
AUM$53.3B
Minimum--
Clients276

BASA ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #290034
Typical Fee--
AUM$110M
Minimum--
Clients1

BBAM US LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #175441
Typical Fee--
AUM$4.5B
Minimum--
Clients26

BEACON FINANCIAL GROUP

Clean RecordAlso Compensated via Brokerage
Dallas, TexasCRD #110038
Typical Fee--
AUM$1.1B
Minimum--
Clients2,121

BEAIRD HARRIS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #107238
Typical Fee--
AUM$1.9B
Minimum--
Clients3,188

BFI WEALTH SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #319185
Typical Fee--
AUM$148M
Minimum--
Clients631

BH CREDIT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #317505
Typical Fee--
AUM$1.2B
Minimum--
Clients3

BIRNAM WOOD CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #269897
Typical Fee--
AUM$108M
Minimum--
Clients57

BLUEHEEL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #331771
Typical Fee1.00%
AUM$181M
Minimum--
Clients39

BLUESCAPE ENERGY PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #283812
Typical Fee--
AUM$997M
Minimum--
Clients5

BP CAPITAL ENERGY ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #167087
Typical Fee--
AUM$531M
Minimum--
Clients6

BRAEMONT CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #314704
Typical Fee--
AUM$665M
Minimum--
Clients5

BRAESIDE INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #131184
Typical Fee--
AUM$139M
Minimum--
Clients3

BROADMARK ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #109422
Typical Fee--
AUM$238M
Minimum--
Clients3

BROADWING CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #328881
Typical Fee--
AUM$422M
Minimum--
Clients6

BROOKMONT CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #145475
Typical Fee--
AUM$861M
Minimum--
Clients154

BURFORD BROTHERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #306574
Typical Fee--
AUM$361M
Minimum--
Clients749

BWCP, LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #305638
Typical Fee--
AUM$802M
Minimum--
Clients7

CAIN CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #113592
Typical Fee--
AUM$171M
Minimum--
Clients92

CAIRD INVESTMENTS

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #334504
Typical Fee--
AUM$456M
Minimum--
Clients1

CANYON CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #107922
Typical Fee--
AUM$13.6B
Minimum--
Clients22

CANYON CLO ADVISORS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #226636
Typical Fee--
AUM$9.4B
Minimum--
Clients21

CANYON PARTNERS REAL ESTATE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #107880
Typical Fee--
AUM$3.3B
Minimum--
Clients25

CAPITAL ADVISORY GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #114539
Typical Fee--
AUM$216M
Minimum--
Clients292

CAPITAL IDEAS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #114352
Typical Fee--
AUM$277M
Minimum--
Clients203

CARLSON CAPITAL, L.P.

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #118156
Typical Fee--
AUM$293M
Minimum--
Clients12

CARSON MANAGEMENT COMPANY, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #153261
Typical Fee--
AUM$469M
Minimum--
Clients20

CASTLEVIEW PARTNERS, LLC

Clean RecordAlso Compensated via Brokerage
Dallas, TexasCRD #281410
Typical Fee--
AUM$331M
Minimum--
Clients1,133

CATALYST CAPITAL ADVISERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #290191
Typical Fee--
AUM$177M
Minimum--
Clients2

CENTEROAK ADVISER, L.P.

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #175156
Typical Fee--
AUM$2.5B
Minimum--
Clients5

CERTIFIED FINANCIAL STRATEGIES CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #114361
Typical Fee--
AUM$118M
Minimum--
Clients153

CIC PARTNERS MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #158019
Typical Fee--
AUM$546M
Minimum--
Clients3

CITATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #326828
Typical Fee--
AUM$596M
Minimum--
Clients6

CIVITAS CAPITAL MANAGEMENT, LLC

Clean RecordAlso Compensated via Insurance
Dallas, TexasCRD #319105
Typical Fee--
AUM$514M
Minimum--
Clients79

CLARE MARKET INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #217515
Typical Fee--
AUM$556M
Minimum--
Clients601

COMMERCE STREET INVESTMENT MANAGEMENT

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #144278
Typical Fee--
AUM$876M
Minimum--
Clients76

CONCORDE INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #105237
Typical Fee--
AUM$402M
Minimum--
Clients380

CONDIRE MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #311762
Typical Fee--
AUM$1.2B
Minimum--
Clients5

COPPELL ADVISORY SOLUTIONS LLC

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #156549
Typical Fee--
AUM$1.1B
Minimum--
Clients9,334

CORONADO RESOURCES MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #282043
Typical Fee--
AUM$212M
Minimum--
Clients11

CPMG, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #131417
Typical Fee--
AUM$717M
Minimum--
Clients27

CRESTA FUND MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #288079
Typical Fee--
AUM$1.6B
Minimum--
Clients20

CROSSPLANE CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #300646
Typical Fee--
AUM$807M
Minimum--
Clients4

CROW HOLDINGS CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #156925
Typical Fee--
AUM$14.0B
Minimum--
Clients18

CUMBERLAND HILL CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #142227
Typical Fee--
AUM$22M
Minimum--
Clients2

CYPRESS POINT WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #143771
Typical Fee--
AUM$1.1B
Minimum--
Clients1,026

D2 ASSET MANAGEMENT

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #331542
Typical Fee--
AUM$1.0B
Minimum--
Clients2

DANIELS & ERICKSON FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #119687
Typical Fee--
AUM$189M
Minimum--
Clients136

DELOS CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #300734
Typical Fee--
AUM$162M
Minimum--
Clients320

DI INVESTMENT MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #318069
Typical Fee--
AUM$365M
Minimum--
Clients3

DIGITAL WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #328627
Typical Fee--
AUM$589M
Minimum--
Clients1,398

DISRUPTIVE TECHNOLOGY ADVISERS LLC

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #164828
Typical Fee--
AUM$891M
Minimum--
Clients28

DURATION ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #298651
Typical Fee--
AUM$467M
Minimum--
Clients10

ECP INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #284686
Typical Fee--
AUM$182M
Minimum--
Clients11

EDGE NATURAL RESOURCES LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #230787
Typical Fee--
AUM$1.2B
Minimum--
Clients5

EFS ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #106184
Typical Fee--
AUM$60M
Minimum--
Clients51

EQ WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #322294
Typical Fee--
AUM$559M
Minimum--
Clients863

ESP INVESTMENT ADVISORS LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #298553
Typical Fee--
AUM$1.6B
Minimum--
Clients3

FAMILYWEALTH ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #147869
Typical Fee--
AUM$181M
Minimum--
Clients741

FIFTH FORCE MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #325161
Typical Fee--
AUM$375M
Minimum--
Clients146

FIFTH PARTNERS MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #326712
Typical Fee--
AUM$279M
Minimum--
Clients9

FIRESIDE CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #329297
Typical Fee--
AUM$206M
Minimum--
Clients406

FIRST DALLAS SECURITIES, INC.

Also Compensated via Brokerage
Dallas, TexasCRD #24549
Typical Fee--
AUM$336M
Minimum--
Clients266

FIVANCIAL ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #336326
Typical Fee--
AUM$512
Minimum--
Clients6

FLUENT FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #170041
Typical Fee--
AUM$297M
Minimum--
Clients1,047

FORTUNA FUNDS, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #333660
Typical Fee--
AUM$915K
Minimum--
Clients1

FORTUNE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #157832
Typical Fee--
AUM$396M
Minimum--
Clients199

FOUNDER ETFS LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #335174
Typical Fee--
AUM--
Minimum--
Clients--

GOODLANDER INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #317830
Typical Fee--
AUM$324M
Minimum--
Clients2

GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #160830
Typical Fee--
AUM$1.4B
Minimum--
Clients1

GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #150434
Typical Fee--
AUM$363M
Minimum--
Clients458

GREY ROCK ENERGY MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #170956
Typical Fee--
AUM$363M
Minimum--
Clients6

GREY ROCK MANAGEMENT PARTNERS IV, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #317664
Typical Fee--
AUM$703M
Minimum--
Clients9

GSV ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #154664
Typical Fee--
AUM$171M
Minimum--
Clients7

GUIDESTONE ADVISORS

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #149624
Typical Fee--
AUM$1.6B
Minimum--
Clients4,414

GUIDESTONE CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #112319
Typical Fee--
AUM$31.4B
Minimum--
Clients27

GUIDESTONE INVESTMENT SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #338335
Typical Fee--
AUM$3.4B
Minimum--
Clients39

HALCYON GLOBAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #170600
Typical Fee--
AUM$221M
Minimum--
Clients449

HARTMANN TAYLOR WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #310334
Typical Fee--
AUM$255M
Minimum--
Clients480

HAVENCREST CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #287944
Typical Fee--
AUM$504M
Minimum--
Clients2

HBK CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #115079
Typical Fee--
AUM$28.5B
Minimum--
Clients7

HC2 CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #285982
Typical Fee--
AUM$193M
Minimum--
Clients46

HEP PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #161386
Typical Fee--
AUM$208M
Minimum--
Clients11

HIGH RIVER RESOURCES MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #327858
Typical Fee--
AUM$217M
Minimum--
Clients1

HILLTOP SECURITIES ASSET MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #110760
Typical Fee--
AUM$31.7B
Minimum--
Clients54

HILLTOP SECURITIES INC.

Also Compensated via Brokerage
Dallas, TexasCRD #6220
Typical Fee0.25%
AUM$2.3B
Minimum--
Clients5,181

HODGES CAPITAL MANAGEMENT INC

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #110080
Typical Fee--
AUM$1.2B
Minimum--
Clients448

HOWARD FINANCIAL SERVICES, LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #107978
Typical Fee--
AUM$1.4B
Minimum--
Clients1,485

HUDSON ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #156078
Typical Fee--
AUM$38.1B
Minimum--
Clients110

HUDSON WAY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #172400
Typical Fee--
AUM$1.1B
Minimum--
Clients7

ICP GROUP INVESTMENT MANAGER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #219518
Typical Fee--
AUM$232M
Minimum--
Clients8

IKARIAN CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #281880
Typical Fee--
AUM$560M
Minimum--
Clients5

IMPACT SHARES

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #282472
Typical Fee--
AUM$210M
Minimum--
Clients3

INTEGRATED ADVISORS NETWORK LLC

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #171991
Typical Fee--
AUM$4.6B
Minimum--
Clients12,619

INTEGRITY ADVISORY SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #288817
Typical Fee--
AUM$512M
Minimum--
Clients2,709

ISC ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #166586
Typical Fee1.30%
AUM$1.5B
Minimum--
Clients1,989

J.E. SIMMONS & CO., P.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #108789
Typical Fee--
AUM$178M
Minimum--
Clients386

J.K. FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #114929
Typical Fee--
AUM$196M
Minimum--
Clients417

JOHKIM CAPITAL PARTNERS MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #289512
Typical Fee--
AUM$340M
Minimum--
Clients3

KAINOS (TX) CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #165607
Typical Fee--
AUM$1.8B
Minimum--
Clients11

L & B REALTY ADVISORS, LLP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #136654
Typical Fee--
AUM$265K
Minimum--
Clients1

LAKE PACIFIC PARTNERS

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #174253
Typical Fee--
AUM$190M
Minimum--
Clients1

LATTICEWORK CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #281690
Typical Fee--
AUM$671M
Minimum--
Clients6

LEAP WEALTH MANAGEMENT

Clean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #152253
Typical Fee--
AUM$306M
Minimum--
Clients1,190

LEAR INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #174119
Typical Fee--
AUM$806M
Minimum--
Clients305

LEE FINANCIAL COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #105910
Typical Fee--
AUM$1.5B
Minimum--
Clients1,677

LEGACY KNIGHT MFO, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #305927
Typical Fee--
AUM$2.2B
Minimum--
Clients55

LEON CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #332987
Typical Fee--
AUM$185M
Minimum--
Clients17

LEVEL FOUR ADVISORY SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #134086
Typical Fee--
AUM$5.3B
Minimum--
Clients14,510

LEVEL FOUR CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #304792
Typical Fee--
AUM$1.2B
Minimum--
Clients3,352

LEXINGTON HILL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #301810
Typical Fee--
AUM$171M
Minimum--
Clients220

LGT FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #111575
Typical Fee--
AUM$359M
Minimum--
Clients404

LONE STAR FUNDS

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #160000
Typical Fee--
AUM$37.4B
Minimum--
Clients36

LONE STAR INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #158283
Typical Fee--
AUM$256M
Minimum--
Clients4

LP INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #306615
Typical Fee--
AUM$773M
Minimum--
Clients4

LWO LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #282281
Typical Fee--
AUM$539M
Minimum--
Clients5

MACK & CO. PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #324218
Typical Fee--
AUM$102M
Minimum--
Clients13

MADDEN ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #18389
Typical Fee--
AUM$794M
Minimum--
Clients502

MAPLE PARK CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #335335
Typical Fee--
AUM$139M
Minimum--
Clients2

MAVERICK CAPITAL LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #108262
Typical Fee--
AUM$10.3B
Minimum--
Clients16

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #115120
Typical Fee--
AUM$509M
Minimum--
Clients705

MCGOWAN GROUP ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #154127
Typical Fee--
AUM$997M
Minimum--
Clients2,050

MCR FUND MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #315098
Typical Fee--
AUM$4.8B
Minimum--
Clients16

MEREWETHER INVESTMENT MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #293711
Typical Fee--
AUM$4.3B
Minimum--
Clients15

MERIDIEM CAPITAL PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #318498
Typical Fee--
AUM$1.2B
Minimum--
Clients1

MERIT ENERGY COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #109310
Typical Fee--
AUM$4.1B
Minimum--
Clients15

MEROS INVESTMENT MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #305152
Typical Fee--
AUM$229M
Minimum--
Clients10

MIAI, INC.

Also Compensated via Brokerage
Dallas, TexasCRD #111695
Typical Fee3.00%
AUM$213M
Minimum--
Clients276

MILLER GLOBAL INVESTMENTS, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #114683
Typical Fee--
AUM$174M
Minimum--
Clients214

MOMENTUM INDEPENDENT NETWORK INC.

Also Compensated via Brokerage
Dallas, TexasCRD #17587
Typical Fee0.25%
AUM$1.3B
Minimum$30,000
Clients2,850

MURPHY & SYLVEST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #165130
Typical Fee--
AUM$379M
Minimum--
Clients1,186

NB ALTERNATIVES ADVISERS LLC

Fee-Only, No Conflicts
Dallas, TexasCRD #149822
Typical Fee--
AUM$135.0B
Minimum--
Clients354

NEWSTONE CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #161068
Typical Fee--
AUM$809M
Minimum--
Clients6

NEXADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #317477
Typical Fee--
AUM$21M
Minimum--
Clients6

NEXANNUITY ASSET MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #309748
Typical Fee--
AUM$600M
Minimum--
Clients3

NEXPOINT ADVISORS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #163564
Typical Fee--
AUM$182M
Minimum--
Clients4

NEXPOINT ASSET MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #149653
Typical Fee--
AUM$2.5B
Minimum--
Clients5

NEXPOINT INSURANCE SOLUTIONS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #301997
Typical Fee--
AUM$77M
Minimum--
Clients6

NEXPOINT REAL ESTATE ADVISORS VII, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #305956
Typical Fee--
AUM$5.7B
Minimum--
Clients2

NEXPOINT REAL ESTATE ADVISORS X, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #317203
Typical Fee--
AUM$1.2B
Minimum--
Clients1

NFJ INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #310902
Typical Fee--
AUM$3.4B
Minimum--
Clients739

NGP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #160729
Typical Fee--
AUM$10.6B
Minimum--
Clients14

NOKOMIS CAPITAL, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #145627
Typical Fee--
AUM$621M
Minimum--
Clients2

NXG INVESTMENT MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #131517
Typical Fee--
AUM$1.5B
Minimum--
Clients21

OPTIMA ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #106095
Typical Fee--
AUM$657M
Minimum--
Clients273

OPTIMUM QUANTVEST CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #301469
Typical Fee--
AUM$528M
Minimum--
Clients15

ORCHID ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #327750
Typical Fee1.00%
AUM$296M
Minimum--
Clients84

P10 ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #314664
Typical Fee--
AUM$298M
Minimum--
Clients3

PACELINE EQUITY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #307683
Typical Fee--
AUM$2.0B
Minimum--
Clients9

PALOGIC VALUE MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #155133
Typical Fee--
AUM$339M
Minimum--
Clients60

PARADIGM ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #114515
Typical Fee--
AUM$112M
Minimum--
Clients306

PARADIGM GLOBAL INVESTORS

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #338287
Typical Fee--
AUM--
Minimum--
Clients--

PARADIGM INSTITUTIONAL INVESTORS

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #329115
Typical Fee0.10%
AUM$190M
Minimum--
Clients5

PARAGON JV PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #163264
Typical Fee--
AUM$145M
Minimum--
Clients1

PARATUS FINANCIAL, INC.

Fee-Only, No Conflicts
Dallas, TexasCRD #133361
Typical Fee--
AUM$701M
Minimum--
Clients674

PENDER CAPITAL MANAGEMENT, LLC

Fee-Only, No Conflicts
Dallas, TexasCRD #281448
Typical Fee--
AUM$506M
Minimum--
Clients2

PENN DAVIS MCFARLAND INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #110417
Typical Fee1.25%
AUM$1.3B
Minimum--
Clients555

PERMIAN

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #156893
Typical Fee--
AUM$2.1B
Minimum--
Clients12

PERRYMAN FINANCIAL ADVISORY, INC.

Clean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #107653
Typical Fee--
AUM$796M
Minimum--
Clients452

PETROCAP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #169688
Typical Fee--
AUM$808M
Minimum--
Clients6

PINGORA PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #148262
Typical Fee--
AUM$187M
Minimum--
Clients89

PMV CAPITAL ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #308010
Typical Fee--
AUM$93M
Minimum--
Clients106

PRECEPT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #114671
Typical Fee--
AUM$14M
Minimum--
Clients3

PRESCOTT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #283784
Typical Fee--
AUM$245M
Minimum--
Clients5

PRINCIPIA WEALTH ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #152678
Typical Fee--
AUM$190M
Minimum--
Clients736

PROBITY ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #121849
Typical Fee--
AUM$732M
Minimum--
Clients1,111

PROEM ADVISORS LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #300404
Typical Fee2.00%
AUM$259M
Minimum--
Clients5

PROMUS ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #157484
Typical Fee--
AUM$415M
Minimum--
Clients271

PROSIGHT CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #148791
Typical Fee--
AUM$621M
Minimum--
Clients6

PROSPERA FINANCIAL SERVICES, INC.

Also Compensated via Brokerage
Dallas, TexasCRD #10740
Typical Fee--
AUM$12.4B
Minimum--
Clients29,500

QMP MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #285478
Typical Fee--
AUM$186M
Minimum--
Clients3

QUOTIENT WEALTH ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #336552
Typical Fee--
AUM--
Minimum--
Clients--

QUOTIENT WEALTH PARTNERS, LLC

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #326819
Typical Fee--
AUM$3.5B
Minimum--
Clients6,412

RAND ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #172839
Typical Fee--
AUM$154M
Minimum--
Clients80

RANGER ALTERNATIVE MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #145543
Typical Fee--
AUM$48M
Minimum--
Clients1

RANGER INVESTMENT MANAGEMENT,L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #124414
Typical Fee--
AUM$1.6B
Minimum--
Clients23

RCP ADVISORS 2, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #289963
Typical Fee--
AUM$20.6B
Minimum--
Clients107

REB CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #301890
Typical Fee--
AUM$179M
Minimum--
Clients3

REGAN CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #158294
Typical Fee--
AUM$2.1B
Minimum--
Clients43

RENOVO CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #164144
Typical Fee--
AUM$1.0B
Minimum--
Clients8

REQUISITE CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #283107
Typical Fee--
AUM$2.0B
Minimum--
Clients796

RESILIENT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #318997
Typical Fee--
AUM$298M
Minimum--
Clients3

RETIREMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #147701
Typical Fee--
AUM$175M
Minimum--
Clients107

REVERE CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #306662
Typical Fee--
AUM$97M
Minimum--
Clients4

RIATA CAPITAL GROUP, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #289948
Typical Fee--
AUM$977M
Minimum--
Clients15

RIVER CANYON FUND MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #169465
Typical Fee--
AUM$1.1B
Minimum--
Clients2

ROBERTSON OPPORTUNITY CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #118484
Typical Fee--
AUM$313M
Minimum--
Clients2

ROOSEVELT CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #283217
Typical Fee--
AUM$1.3B
Minimum--
Clients64

ROSEROCK WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #288088
Typical Fee--
AUM$275M
Minimum--
Clients463

RR ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #130609
Typical Fee--
AUM$539M
Minimum--
Clients11

RTW FINANCIAL ADVISORS INC

Clean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #109934
Typical Fee--
AUM$509M
Minimum--
Clients500

S2 FUND MANAGER, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #323759
Typical Fee--
AUM$792M
Minimum--
Clients5

SABREPOINT CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #283638
Typical Fee--
AUM$421M
Minimum--
Clients1

SADDOCK WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #161568
Typical Fee--
AUM$114M
Minimum--
Clients97

SAGEFIELD INVESTMENT GROUP LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #312019
Typical Fee--
AUM$1.8B
Minimum--
Clients15

SALIENT ADVISORS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #122833
Typical Fee--
AUM$72M
Minimum--
Clients1

SATORI CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #161829
Typical Fee--
AUM$1.4B
Minimum--
Clients15

SCALAR GAUGE MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #287991
Typical Fee--
AUM$291M
Minimum--
Clients7

SCHERER FINANCIAL ADVISORY SERVICES, LLC

Clean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #317435
Typical Fee--
AUM$139M
Minimum--
Clients163

SCHLINDWEIN ASSOCIATES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #109132
Typical Fee--
AUM$196M
Minimum--
Clients429

SCOUT ENERGY MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #161832
Typical Fee--
AUM$1.9B
Minimum--
Clients20

SEQUEL HOLDINGS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #170237
Typical Fee--
AUM$487M
Minimum--
Clients9

SERVICE ACADEMY CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #226628
Typical Fee--
AUM$734M
Minimum--
Clients304

SILVER HILL ENERGY PARTNERS, LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #307537
Typical Fee--
AUM$2.3B
Minimum--
Clients2

SILVER LAKE CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #329997
Typical Fee--
AUM$235M
Minimum--
Clients597

SIXTH STREET ADVISERS, LLC

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #159014
Typical Fee--
AUM$80.0B
Minimum--
Clients147

SIXTH STREET LENDING PARTNERS ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #320821
Typical Fee--
AUM$8.5B
Minimum--
Clients1

SIXTH STREET SPECIALTY LENDING ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #155006
Typical Fee--
AUM$3.6B
Minimum--
Clients1

SKY ISLAND CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #305087
Typical Fee--
AUM$723M
Minimum--
Clients8

SKYLARK PRIVATE EQUITY PARTNERS, LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #315174
Typical Fee--
AUM$188M
Minimum--
Clients2

SLOTNIK CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #324251
Typical Fee--
AUM$360M
Minimum--
Clients1

SMITH GROUP ASSET MANAGEMENT

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #106301
Typical Fee--
AUM$134M
Minimum--
Clients2

SMITH GROUP ASSET MANAGEMENT, LLC

Fee-Only, No Conflicts
Dallas, TexasCRD #313265
Typical Fee--
AUM$1.7B
Minimum--
Clients1,509

SNOWCAP CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #146883
Typical Fee--
AUM$221M
Minimum--
Clients20

SOCORRO ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #304401
Typical Fee--
AUM$537M
Minimum--
Clients7

SOLE SOURCE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #290032
Typical Fee--
AUM$1.3B
Minimum--
Clients5

SPICEWOOD MINERAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #310323
Typical Fee--
AUM$606M
Minimum--
Clients7

STONETREE INVESTMENT PARTNERS LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #318477
Typical Fee--
AUM$193M
Minimum--
Clients6

STRATA WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #285973
Typical Fee--
AUM$927M
Minimum--
Clients1,133

STRATEGIC PORTFOLIO SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #156374
Typical Fee--
AUM$112M
Minimum--
Clients355

STRIVE ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #322039
Typical Fee--
AUM$2.4B
Minimum--
Clients15

STRONGHOLD RESOURCE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #289466
Typical Fee--
AUM$299M
Minimum--
Clients7

SUMMIT HOUSE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #306823
Typical Fee--
AUM$382M
Minimum--
Clients3

SUNTX CAPITAL MANAGEMENT CORP.

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #161332
Typical Fee--
AUM$471M
Minimum--
Clients3

SWIFT CREEK PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #329614
Typical Fee--
AUM$1.8B
Minimum--
Clients5

SYCAMORE TREE CAPITAL PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #311555
Typical Fee--
AUM$2.5B
Minimum--
Clients10

SYMMETRY CAPITAL ADVISORS LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #122563
Typical Fee--
AUM$435M
Minimum--
Clients445

TAILWATER CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #167240
Typical Fee--
AUM$3.4B
Minimum--
Clients16

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #298422
Typical Fee1.25%
AUM$3.5B
Minimum$1M
Clients1,982

THACKERAY PARTNERS

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #166351
Typical Fee--
AUM$555M
Minimum--
Clients3

THE MILESTONE REAL ESTATE GROUP, LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #161957
Typical Fee--
AUM$2.3B
Minimum--
Clients3

THREE BELL CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #159736
Typical Fee--
AUM$3.8B
Minimum--
Clients559

TILLRIDGE GLOBAL AGRIBUSINESS PARTNERS

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #284992
Typical Fee--
AUM$270M
Minimum--
Clients1

TKC WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #158498
Typical Fee--
AUM$122M
Minimum--
Clients264

TOLLESON PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #111838
Typical Fee--
AUM$8.8B
Minimum--
Clients3,985

TRANSWESTERN INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #159520
Typical Fee--
AUM$4.3B
Minimum--
Clients8

TRIGATE MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #158083
Typical Fee--
AUM$1.3B
Minimum--
Clients10

TRINITAS CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #281328
Typical Fee--
AUM$16.5B
Minimum--
Clients38

TRINITY HUNT MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #157410
Typical Fee2.00%
AUM$2.5B
Minimum--
Clients8

TRIVE CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #166910
Typical Fee--
AUM$8.6B
Minimum--
Clients19

TROVE INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #306904
Typical Fee--
AUM$718K
Minimum--
Clients73

TRUE NORTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #116048
Typical Fee--
AUM$4.5B
Minimum--
Clients4,317

TURTLE CREEK TRUST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #140212
Typical Fee--
AUM$3.7B
Minimum--
Clients540

TURTLE CREEK WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #322998
Typical Fee--
AUM$2.8B
Minimum--
Clients1,435

TWIN TREE MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #149548
Typical Fee--
AUM$7.4B
Minimum--
Clients6

TXRE ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #160388
Typical Fee--
AUM$4.9B
Minimum--
Clients19

UNITY PARTNERS

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #322847
Typical Fee--
AUM$292M
Minimum--
Clients3

UPTOWN CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #171401
Typical Fee--
AUM$125M
Minimum--
Clients232

VAQUERO PRIVATE WEALTH, LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #305266
Typical Fee--
AUM$929M
Minimum--
Clients739

VELOCIS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #313345
Typical Fee--
AUM$273M
Minimum--
Clients7

VENDERA MANAGEMENT HOLDINGS, LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #175116
Typical Fee--
AUM$663M
Minimum--
Clients11

VIEW CAPITAL RIA, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #130678
Typical Fee--
AUM$1.8B
Minimum--
Clients169

VWH CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #289128
Typical Fee--
AUM$3.7B
Minimum--
Clients11

WALLACE CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #119174
Typical Fee--
AUM$1.4B
Minimum--
Clients479

WEBS CREEK CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #301259
Typical Fee--
AUM$1.0B
Minimum--
Clients10

WESTWOOD MANAGEMENT CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #110269
Typical Fee--
AUM$12.8B
Minimum--
Clients293

WESTWOOD WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Dallas, TexasCRD #132162
Typical Fee--
AUM$638M
Minimum--
Clients490

WHITE ROCK CAPITAL

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #114877
Typical Fee--
AUM$172M
Minimum--
Clients3

WISDOM FIXED INCOME MANAGEMENT

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #332006
Typical Fee--
AUM$156M
Minimum--
Clients2

WISNIEWSKI WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #150264
Typical Fee--
AUM$237M
Minimum--
Clients1,936

WL ROSS & CO. LLC

Fee-OnlyAlso Compensated via Product Sales
Dallas, TexasCRD #141854
Typical Fee--
AUM$451M
Minimum--
Clients5

WOMACK FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #174873
Typical Fee--
AUM$133M
Minimum--
Clients507

WORTH ASSET MANAGEMENT

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #166970
Typical Fee--
AUM$288M
Minimum--
Clients333

WPA FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #315566
Typical Fee--
AUM$175M
Minimum--
Clients35

XEBEC ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #305669
Typical Fee--
AUM$379M
Minimum--
Clients7
Fiduciary Advisors in Dallas, Texas | FiduciaryListings