Top Picks · Dallas
Best Financial Advisors in Dallas, TX
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Dallas, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Joe Dowdall - Worth Asset Management with a 5.0-star rating from 41 Google reviews and an RNM Score of 90/100. Also in the top tier: 49 Financial - Dallas Office and Third Act Wealth Management, LLC. The average rating across all listed financial advisors in Dallas is 4.9 stars from 18 reviews per business on average.
Financial advisors in Dallas typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Ivy Wealth
Ivy Wealth is a top-ranked financial advisory firm in Dallas, TX that stands out for its comprehensive wealth management services and experienced team of advisors.
Most Reviewed
Edelman Financial Engines
Edelman Financial Engines has the most reviews among the top-ranked financial advisors in Dallas, indicating a high level of client satisfaction.
When choosing a financial advisor in Dallas, consider factors like the firm's credentials, range of services, and client reviews to find the best fit for your needs.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
18
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 41 reviews, reflecting exceptional client satisfaction in Dallas.
17855 Dallas Pkwy # 150, Dallas, TX 75287, USATrusted by clients, this Dallas financial advisor holds a perfect 5.0-star rating from 61 reviews.
14555 Dallas Pkwy ste 100 212, Dallas, TX 75254, USARated 5.0 stars from 34 Google reviews, this Dallas financial advisor is highly trusted.
South Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206, USAFinancial Advisors Rankings in Dallas, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Joe Dowdall - Worth Asset Management17855 Dallas Pkwy # 150, Dallas, TX 75287, USA | 5.0★ | 41 |
| #2 | 49 Financial - Dallas Office14555 Dallas Pkwy ste 100 212, Dallas, TX 75254, USA | 5.0★ | 61 |
| #3 | Third Act Wealth Management, LLCSouth Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206, USA | 5.0★ | 34 |
| #4 | Morgan Stanley Financial Advisors5001 Spring Valley Rd Ste 900W, Dallas, TX 75244, USA | 3.7★ | 6 |
| #5 | Smith Anglin Financial14755 Preston Rd Suite 700, Dallas, TX 75254, USA | 5.0★ | 1 |
| #6 | Munn Gray & Associates - Certified Financial Planner14951 Dallas Pkwy Suite 820, Dallas, TX 75254, USA | 5.0★ | 3 |
| #7 | Texas Financial Advisors10100 N Central Expy #380, Dallas, TX 75231, USA | 5.0★ | 13 |
| #8 | OpenAir Advisers17000 Dallas Pkwy Ste. 102, Dallas, TX 75248, USA | 5.0★ | 31 |
| #9 | Chase Gorman - Edelman Financial Engines13727 Noel Rd Tower 2, Suite 1075, Dallas, TX 75240, USA | 5.0★ | 20 |
| #10 | Ivy Wealth14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, USA | 5.0★ | 26 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Dallas
A local financial advisor with a 3.7-star rating from six Google reviews.
5001 Spring Valley Rd Ste 900W, Dallas, TX 75244, USA
Earned a perfect 5.0-star rating from a small number of client reviews.
14755 Preston Rd Suite 700, Dallas, TX 75254, USA
Rated 5.0 stars from 3 Google reviews for financial guidance in Dallas.
14951 Dallas Pkwy Suite 820, Dallas, TX 75254, USA
Exceptional 5.0-star rating from 13 reviews in Dallas.
10100 N Central Expy #380, Dallas, TX 75231, USA
5.0 stars from 31 Google reviews, reflecting exceptional client satisfaction.
17000 Dallas Pkwy Ste. 102, Dallas, TX 75248, USA
Trusted by clients with a perfect 5.0★ rating from 20 Google reviews.
13727 Noel Rd Tower 2, Suite 1075, Dallas, TX 75240, USA
A 5.0-star rating from 26 Google reviews reflects exceptional client satisfaction.
14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, USA
5.0 stars from 6 Google reviews for a Dallas financial advisor.
4100 Spring Valley Rd ste 830, Dallas, TX 75244, USA
5.0 stars from 45 Google reviews, reflecting exceptional client satisfaction.
7557 Rambler Rd #1010, Dallas, TX 75231, USA
Trusted Dallas financial advisor with a solid 4.3-star rating from 17 reviews.
5005 Lyndon B Johnson Fwy Ste 335, Dallas, TX 75244, USA
5.0 stars from 17 reviews, reflecting exceptional client satisfaction in Dallas.
1, 14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, USA
Trusted by 14 clients with a perfect 5.0-star rating in Dallas.
5301 Alpha Rd Suite 80, Dallas, TX 75240, USA
Rated 5.0 stars from 2 Google reviews, reflecting strong early client satisfaction.
12240 Inwood Rd Suite 200, Dallas, TX 75244, USA
Trusted Dallas financial advisor with a perfect 5.0★ rating from 10 Google reviews.
5420 Lyndon B Johnson Fwy # 1300, Dallas, TX 75240, USA
Exceptional 5.0-star rating from three Google reviews in Dallas.
15110 Dallas Pkwy #500, Dallas, TX 75248, USA
5.0-star rating from 2 Google reviews for a Dallas financial advisor.
14800 Landmark Blvd # 848, Dallas, TX 75254, USA
Earns a perfect 5.0-star rating from 6 Google reviews in Dallas.
13727 Noel Rd Tower 2, Suite 1075, Dallas, TX 75240, USA
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Financial Advisors in Dallas, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Joe Dowdall - Worth Asset Management | 90/100 | 5.0 ★ | 41 |
| 2 | 49 Financial - Dallas Office | 84/100 | 5.0 ★ | 61 |
| 3 | Third Act Wealth Management, LLC | 89/100 | 5.0 ★ | 34 |
| 4 | Morgan Stanley Financial Advisors | 50/100 | 3.7 ★ | 6 |
| 5 | Smith Anglin Financial | 62/100 | 5.0 ★ | 1 |
| 6 | Munn Gray & Associates - Certified Financial Planner | 69/100 | 5.0 ★ | 3 |
| 7 | Texas Financial Advisors | 84/100 | 5.0 ★ | 13 |
| 8 | OpenAir Advisers | 77/100 | 5.0 ★ | 31 |
| 9 | Chase Gorman - Edelman Financial Engines | 78/100 | 5.0 ★ | 20 |
| 10 | Ivy Wealth | 88/100 | 5.0 ★ | 26 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Dallas
What is a fiduciary financial advisor and why does it matter in Dallas?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Dallas, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Dallas?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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