Top Picks · Dallas
Best Financial Advisors in Dallas, TX
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As of May 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 May 17, 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
May 17, 2026
Last updated
Top Rated Financial Advisors
Joe Dowdall - Worth Asset Management
17855 Dallas Pkwy # 150, Dallas, TX 75287, USA
49 Financial - Dallas Office
14555 Dallas Pkwy ste 100 212, Dallas, TX 75254, USA
Third Act Wealth Management, LLC
South Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206, USA
Financial 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 | Edelman Financial Engines13727 Noel Rd Tower 2, Suite 1075, Dallas, TX 75240, USA | 5.0★ | 6 |
| #5 | Ivy Wealth14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, USA | 5.0★ | 26 |
| #6 | Smith Anglin Financial14755 Preston Rd Suite 700, Dallas, TX 75254, USA | 5.0★ | 1 |
| #7 | OpenAir Advisers17000 Dallas Pkwy Ste. 102, Dallas, TX 75248, USA | 5.0★ | 31 |
| #8 | 22 One Advisors5420 Lyndon B Johnson Fwy # 1300, Dallas, TX 75240, USA | 5.0★ | 10 |
| #9 | Chessman Wealth Strategies7557 Rambler Rd #1010, Dallas, TX 75231, USA | 5.0★ | 45 |
| #10 | Opus Wealth Management5301 Alpha Rd Suite 80, Dallas, TX 75240, USA | 5.0★ | 14 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Dallas
Edelman Financial Engines
13727 Noel Rd Tower 2, Suite 1075, Dallas, TX 75240, USA
Smith Anglin Financial
14755 Preston Rd Suite 700, Dallas, TX 75254, USA
OpenAir Advisers
17000 Dallas Pkwy Ste. 102, Dallas, TX 75248, USA
22 One Advisors
5420 Lyndon B Johnson Fwy # 1300, Dallas, TX 75240, USA
Wisniewski Wealth Management
5005 Lyndon B Johnson Fwy Ste 335, Dallas, TX 75244, USA
Wealth Partners Alliance
12240 Inwood Rd Suite 200, Dallas, TX 75244, USA
Stonewater Financial Group
1, 14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, USA
Morgan Stanley Financial Advisors
5001 Spring Valley Rd Ste 900W, Dallas, TX 75244, USA
Chase Gorman - Edelman Financial Engines
13727 Noel Rd Tower 2, Suite 1075, Dallas, TX 75240, USA
Munn Gray & Associates - Certified Financial Planner
14951 Dallas Pkwy Suite 820, Dallas, TX 75254, USA
Fluent Financial
14800 Landmark Blvd # 848, Dallas, TX 75254, USA
Texas Financial Advisors
10100 N Central Expy #380, Dallas, TX 75231, USA
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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: May 17, 2026.
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