Best Financial Advisors in Dallas, TX
7 financial advisors in Dallas ranked by client ratings and review volume. Average rating: 5.0/5 across 32 reviews.
Advisors Listed
7
Total Client Reviews
32
Neighborhoods
1
Top-Rated Financial Advisors in Dallas
1
Worth Winning
4.9(16 reviews)
Financial planning
Verified via Yelp
2
The Manning Group
5(11 reviews)
Financial planningWealth management
Verified via Yelp
3
Kisin Wealth Management
5(5 reviews)
Arts District|Wealth management
Verified via Yelp
Expert-Ranked Advisors
These financial advisors appear in professional directories or expert rankings but do not have sufficient public reviews for a star rating.
Quotient Wealth Partners
CFPWealth managementFinancial planning
Expert-Ranked
Keener Financial Planning
CFPCRPCFinancial planning
Expert-Ranked
Jonathan Blumenthal, CFP - Quotient Wealth Partners
CFPFinancial planning
Expert-Ranked
Jean Keener, CFP, CRPC - Keener Financial Planning
CFPCRPCFinancial planning
Expert-Ranked
Frequently Asked Questions
How many financial advisors are listed in Dallas?
We currently list 7 financial advisors in Dallas, Texas, sourced from Google, Yelp, and professional directories. These listings have a combined 32 client reviews.
What is the difference between a fiduciary and a non-fiduciary advisor?
A fiduciary financial advisor is legally required to act in your best interest at all times. Non-fiduciary advisors only need to recommend "suitable" investments, which may include products that pay them higher commissions. Always ask if your advisor is a fiduciary.
What does CFP stand for and why does it matter?
CFP stands for Certified Financial Planner. CFPs have completed rigorous education, passed a comprehensive exam, and commit to ethical standards. They must act as fiduciaries when providing financial planning. A CFP designation is one of the strongest credentials in financial planning.
What is a fee-only financial advisor?
Fee-only advisors are compensated solely by the fees their clients pay — not by commissions on products they sell. This structure minimizes conflicts of interest. Fee-only advisors may charge a percentage of assets under management (AUM), flat fees, or hourly rates.
Which Dallas neighborhoods have financial advisors?
Financial advisors in our directory are located in Arts District. Many advisors also offer virtual consultations regardless of location.
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