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24/7 Available · Dallas

24-Hour Financial Advisors in Dallas, TX — Always Available

Emergencies don't keep business hours. These financial advisors in Dallas are available 24 hours a day, 7 days a week — including holidays.

As of June 2026, RatingsNearMe ranks 20 financial advisors in Dallas, TX by verified customer ratings and review volume. The highest-rated is Joe Dowdall - Worth Asset Management with a 5.0-star rating from 41 verified reviews. 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 June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

20

Businesses listed

4.9★

Avg rating

18

Avg reviews

Jun 1, 2026

Last updated

Top Rated Financial Advisors

🥇

Joe Dowdall - Worth Asset Management

5.0(41 reviews)

17855 Dallas Pkwy # 150, Dallas, TX 75287, USA

🥈

49 Financial - Dallas Office

5.0(61 reviews)

14555 Dallas Pkwy ste 100 212, Dallas, TX 75254, USA

🥉

Third Act Wealth Management, LLC

5.0(34 reviews)

South Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206, USA

Financial Advisors Rankings in Dallas, TX

#BusinessRatingReviews
#1Joe Dowdall - Worth Asset Management17855 Dallas Pkwy # 150, Dallas, TX 75287, USA5.041
#249 Financial - Dallas Office14555 Dallas Pkwy ste 100 212, Dallas, TX 75254, USA5.061
#3Third Act Wealth Management, LLCSouth Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206, USA5.034
#422 One Advisors5420 Lyndon B Johnson Fwy # 1300, Dallas, TX 75240, USA5.010
#5Chessman Wealth Strategies7557 Rambler Rd #1010, Dallas, TX 75231, USA5.045
#6Opus Wealth Management5301 Alpha Rd Suite 80, Dallas, TX 75240, USA5.014
#7360 Wealth Planners15110 Dallas Pkwy #500, Dallas, TX 75248, USA5.03
#8Wisniewski Wealth Management5005 Lyndon B Johnson Fwy Ste 335, Dallas, TX 75244, USA4.317
#9Wealth Partners Alliance12240 Inwood Rd Suite 200, Dallas, TX 75244, USA5.02
#10Stonewater Financial Group1, 14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, USA5.017

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Dallas

4

22 One Advisors

5.0· 10 reviews

5420 Lyndon B Johnson Fwy # 1300, Dallas, TX 75240, USA

5

Chessman Wealth Strategies

5.0· 45 reviews

7557 Rambler Rd #1010, Dallas, TX 75231, USA

6

Opus Wealth Management

5.0· 14 reviews

5301 Alpha Rd Suite 80, Dallas, TX 75240, USA

7

360 Wealth Planners

5.0· 3 reviews

15110 Dallas Pkwy #500, Dallas, TX 75248, USA

8

Wisniewski Wealth Management

4.3· 17 reviews

5005 Lyndon B Johnson Fwy Ste 335, Dallas, TX 75244, USA

9

Wealth Partners Alliance

5.0· 2 reviews

12240 Inwood Rd Suite 200, Dallas, TX 75244, USA

10

Stonewater Financial Group

5.0· 17 reviews

1, 14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, USA

11

Morgan Stanley Financial Advisors

3.7· 6 reviews

5001 Spring Valley Rd Ste 900W, Dallas, TX 75244, USA

12

Ivy Wealth

5.0· 26 reviews

14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, USA

13

Smith Anglin Financial

5.0· 1 reviews

14755 Preston Rd Suite 700, Dallas, TX 75254, USA

14

OpenAir Advisers

5.0· 31 reviews

17000 Dallas Pkwy Ste. 102, Dallas, TX 75248, USA

15

Chase Gorman - Edelman Financial Engines

5.0· 20 reviews

13727 Noel Rd Tower 2, Suite 1075, Dallas, TX 75240, USA

16

Texas Financial Advisors

5.0· 13 reviews

10100 N Central Expy #380, Dallas, TX 75231, USA

17

Fluent Financial

5.0· 2 reviews

14800 Landmark Blvd # 848, Dallas, TX 75254, USA

18

Optimal Wealth Advisors

5.0· 6 reviews

4100 Spring Valley Rd ste 830, Dallas, TX 75244, USA

19

Edelman Financial Engines

5.0· 6 reviews

13727 Noel Rd Tower 2, Suite 1075, Dallas, TX 75240, USA

20

Munn Gray & Associates - Certified Financial Planner

5.0· 3 reviews

14951 Dallas Pkwy Suite 820, Dallas, TX 75254, USA

Data from Google Business listings
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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: June 1, 2026.

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About This Financial Advisors Directory — Dallas, TX

This page lists and ranks 20 financial advisors serving Dallas, TX as of June 2026. The average verified rating across all listings is 4.9 stars, with an average of 18 customer reviews per business. The top-ranked financial advisors in Dallas by our algorithm is Joe Dowdall - Worth Asset Management (5.0 stars, 41 reviews). Financial advisors in Dallas typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Dallas: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

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