Investment adviser firms in DALLAS, Texas
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
298 firms · Source months shown: July 2026 and August 2026
- 3B CAPITAL MANAGEMENT, LPCRD 300098 · DALLAS, TX$245,886,438.00Regulatory AUM · August 2026
- 8 KNOTS MANAGEMENT, LLCCRD 305473 · DALLAS, TX$2,034,678,758.00Regulatory AUM · July 2026
- 9823 CAPITAL, LPCRD 324329 · DALLAS, TX$677,134,000.00Regulatory AUM · August 2026
- ACKERMAN CAPITAL ADVISORS, LLCCRD 123824 · DALLAS, TX$604,018,630.00Regulatory AUM · August 2026
- ACRUENCE CAPITAL, LLCCRD 305482 · DALLAS, TX$37,352,100.00Regulatory AUM · August 2026
- ADAMS ASSET ADVISORS LLCCRD 120573 · DALLAS, TX$839,428,961.00Regulatory AUM · August 2026
- ADVISOR RESOURCE COUNCILCRD 164109 · DALLAS, TX$3,486,476,414.00Regulatory AUM · August 2026
- AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLCCRD 297526 · DALLAS, TX$537,341,000.00Regulatory AUM · August 2026
- AETHON ENERGY MANAGEMENT LLCCRD 173136 · DALLAS, TX$700,131,864.00Regulatory AUM · August 2026
- ALLRED CAPITAL MANAGEMENT, LLCCRD 297533 · DALLAS, TX$493,428,431.00Regulatory AUM · August 2026
- ALM FIRST FINANCIAL ADVISORS LLCCRD 108561 · DALLAS, TX$76,173,495,779.00Regulatory AUM · August 2026
- ANNANDALE CAPITAL, LLCCRD 136667 · DALLAS, TX$1,550,202,000.00Regulatory AUM · August 2026
- ANSON FUNDS MANAGEMENT LPCRD 125109 · DALLAS, TX$3,046,431,569.00Regulatory AUM · August 2026
- APEIRON RIA LLCCRD 289273 · DALLAS, TX$852,000,000.00Regulatory AUM · August 2026
- APPLEWHITE FINANCIAL PLANNING, PLLCCRD 169799 · DALLAS, TX$153,132,711.00Regulatory AUM · August 2026
- ASCENTIS ASSET MANAGEMENT, LLCCRD 318126 · DALLAS, TXNot availableRegulatory AUM · August 2026
- ASCENTIS INDEPENDENT ADVISORS, LLCCRD 322879 · DALLAS, TX$2,094,861,769.00Regulatory AUM · August 2026
- ASCENTIS WEALTH MANAGEMENT, LLCCRD 330923 · DALLAS, TX$595,719,066.00Regulatory AUM · August 2026
- AUSTERRA WEALTH MANAGEMENT LLCCRD 161964 · DALLAS, TX$230,269,794.00Regulatory AUM · August 2026
- AUTUMN GLORY PARTNERS, LLCCRD 288250 · DALLAS, TX$747,577,803.00Regulatory AUM · August 2026
- AVIDITY PARTNERS MANAGEMENT LPCRD 304628 · DALLAS, TX$1,059,191,006.00Regulatory AUM · August 2026
- AWH CAPITAL, L.P.CRD 146740 · DALLAS, TX$147,559,612.00Regulatory AUM · August 2026
- BALEFIRE, LLCCRD 168733 · DALLAS, TX$1,988,796,480.00Regulatory AUM · August 2026
- BALLAST ASSET MANAGEMENT, LPCRD 311116 · DALLAS, TX$220,658,717.00Regulatory AUM · August 2026
- BANNER OAK CAPITAL PARTNERS, LPCRD 284367 · DALLAS, TX$4,459,266,422.00Regulatory AUM · August 2026
- BARROW, HANLEY, MEWHINNEY & STRAUSS, LLCCRD 105519 · DALLAS, TX$59,035,569,287.00Regulatory AUM · August 2026
- BASA RESOURCES, INC.CRD 290034 · DALLAS, TX$95,680,440.00Regulatory AUM · August 2026
- BBAM US LPCRD 175441 · DALLAS, TX$4,752,906,142.00Regulatory AUM · August 2026
- BEACON RETIREMENT PLANNING SERVICES INC.CRD 110038 · DALLAS, TX$1,304,179,817.00Regulatory AUM · August 2026
- BEAIRD HARRIS WEALTH MANAGEMENT, LLCCRD 107238 · DALLAS, TX$2,272,278,072.00Regulatory AUM · August 2026
- BFI WEALTH SOLUTIONS, LLCCRD 319185 · DALLAS, TX$145,000,000.00Regulatory AUM · August 2026
- BH CREDIT MANAGEMENT LLCCRD 317505 · DALLAS, TX$1,367,587,592.00Regulatory AUM · August 2026
- BIRNAM WOOD CAPITAL, LLCCRD 269897 · DALLAS, TX$106,127,018.00Regulatory AUM · August 2026
- BLUEHEELCRD 331771 · DALLAS, TX$192,322,986.00Regulatory AUM · August 2026
- BLUESCAPE ENERGY PARTNERS LLCCRD 283812 · DALLAS, TX$890,431,488.00Regulatory AUM · August 2026
- BP CAPITAL ENERGY ADVISORS, LLCCRD 167087 · DALLAS, TX$537,243,695.00Regulatory AUM · August 2026
- BRAEMONT CAPITAL MANAGEMENT LLCCRD 314704 · DALLAS, TX$913,043,888.00Regulatory AUM · August 2026
- BRAESIDE INVESTMENTS, LLCCRD 131184 · DALLAS, TX$139,434,392.00Regulatory AUM · August 2026
- BROADMARK ASSET MANAGEMENT LLCCRD 109422 · DALLAS, TX$238,352,315.00Regulatory AUM · August 2026
- BROADWING CAPITAL MANAGEMENT LLCCRD 328881 · DALLAS, TX$513,108,323.00Regulatory AUM · August 2026
- BROOKMONT CAPITAL MANAGEMENT, LLCCRD 145475 · DALLAS, TX$910,455,766.00Regulatory AUM · August 2026
- BURFORD BROTHERS, INC.CRD 306574 · DALLAS, TX$440,208,266.00Regulatory AUM · August 2026
- BWCP, LPCRD 305638 · DALLAS, TX$1,232,068,455.00Regulatory AUM · August 2026
- CAIN CAPITAL L.L.C.CRD 113592 · DALLAS, TX$171,175,266.00Regulatory AUM · August 2026
- CAIRD INVESTMENT PARTNERS, LLCCRD 334504 · DALLAS, TX$413,201,562.00Regulatory AUM · August 2026
- CANYON CAPITAL ADVISORS LLCCRD 107922 · DALLAS, TX$11,923,581,000.00Regulatory AUM · August 2026
- CANYON CLO ADVISORS LPCRD 226636 · DALLAS, TX$11,912,312,000.00Regulatory AUM · August 2026
- CANYON PARTNERS REAL ESTATE LLCCRD 107880 · DALLAS, TX$2,910,274,000.00Regulatory AUM · August 2026
- CAPITAL ADVISORY GROUP, INC.CRD 114539 · DALLAS, TX$224,943,977.00Regulatory AUM · August 2026
- CAPITAL IDEAS, LLCCRD 114352 · DALLAS, TX$336,171,763.00Regulatory AUM · August 2026
- CARLSON CAPITAL, L.P.CRD 118156 · DALLAS, TX$597,169,590.00Regulatory AUM · August 2026
- CARSON MANAGEMENT COMPANY, LLCCRD 153261 · DALLAS, TX$475,084,747.00Regulatory AUM · August 2026
- CASTLEVIEW PARTNERS, LLCCRD 281410 · DALLAS, TX$416,875,249.00Regulatory AUM · August 2026
- CATALYST CAPITAL ADVISERS LLCCRD 290191 · DALLAS, TX$228,121,767.00Regulatory AUM · August 2026
- CENTEROAK ADVISER, L.P.CRD 175156 · DALLAS, TX$1,975,228,000.00Regulatory AUM · August 2026
- CERTIFIED FINANCIAL STRATEGIES CORPORATIONCRD 114361 · DALLAS, TX$133,298,670.00Regulatory AUM · August 2026
- CIC PARTNERS MANAGEMENT LLCCRD 158019 · DALLAS, TX$438,027,176.00Regulatory AUM · August 2026
- CITATION CAPITAL MANAGEMENT, LLCCRD 326828 · DALLAS, TX$1,359,925,253.00Regulatory AUM · August 2026
- CIVITAS CAPITAL MANAGEMENT, LLCCRD 319105 · DALLAS, TX$578,645,483.00Regulatory AUM · August 2026
- CLARE MARKET INVESTMENTS, LLCCRD 217515 · DALLAS, TX$635,150,000.00Regulatory AUM · August 2026
- COMMERCE STREET INVESTMENT ADVISOR, LLCCRD 144278 · DALLAS, TX$891,286,277.00Regulatory AUM · August 2026
- CONCORDE FINANCIAL CORPORATIONCRD 105237 · DALLAS, TX$376,213,522.00Regulatory AUM · August 2026
- CONDIRE MANAGEMENT, LPCRD 311762 · DALLAS, TX$1,860,020,618.00Regulatory AUM · August 2026
- CORONADO RESOURCES MANAGEMENT LPCRD 282043 · DALLAS, TX$221,117,826.00Regulatory AUM · August 2026
- CPMG, INC.CRD 131417 · DALLAS, TX$855,773,000.00Regulatory AUM · August 2026
- CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLCCRD 162673 · DALLAS, TX$139,300,000.00Regulatory AUM · August 2026
- CRESTA FUND MANAGEMENT LLCCRD 288079 · DALLAS, TX$2,044,723,282.00Regulatory AUM · August 2026
- CROSSPLANE CAPITAL MANAGEMENT, LPCRD 300646 · DALLAS, TX$736,248,662.00Regulatory AUM · August 2026
- CROW HOLDINGS CAPITAL PARTNERS, L.L.C.CRD 156925 · DALLAS, TX$14,446,644,303.00Regulatory AUM · August 2026
- CUMBERLAND HILL CAPITAL MANAGEMENT LLCCRD 142227 · DALLAS, TX$18,150,000.00Regulatory AUM · August 2026
- CUSHING ASSET MANAGEMENT, LPCRD 131517 · DALLAS, TX$1,750,294,646.00Regulatory AUM · August 2026
- CYPRESS POINT WEALTH MANAGEMENT, LLCCRD 143771 · DALLAS, TX$1,465,685,639.00Regulatory AUM · August 2026
- D2 ASSET MANAGEMENT, LPCRD 331542 · DALLAS, TX$1,825,931,886.00Regulatory AUM · August 2026
- DANIELS & ERICKSON FINANCIAL ADVISORS, LLCCRD 119687 · DALLAS, TX$213,569,645.00Regulatory AUM · August 2026
- DELOS WEALTH ADVISORS, LLCCRD 300734 · DALLAS, TX$185,578,593.00Regulatory AUM · August 2026
- DI INVESTMENT MANAGEMENT LPCRD 318069 · DALLAS, TX$617,591,427.00Regulatory AUM · August 2026
- DIGITAL WEALTH PARTNERS LLCCRD 328627 · DALLAS, TX$555,135,985.00Regulatory AUM · August 2026
- DISRUPTIVE TECHNOLOGY ADVISERS LLCCRD 164828 · DALLAS, TX$3,120,379,750.00Regulatory AUM · August 2026
- DOUBLE EAGLE WEALTH MANAGEMENT LLCCRD 330398 · DALLAS, TX$108,579,555.00Regulatory AUM · August 2026
- DURATION ASSET MANAGEMENT, LLCCRD 298651 · DALLAS, TX$1,584,640,190.00Regulatory AUM · August 2026
- ECP INVESTMENT ADVISORS LLCCRD 284686 · DALLAS, TX$167,688,787.00Regulatory AUM · August 2026
- EDGE NATURAL RESOURCES LLCCRD 230787 · DALLAS, TX$1,016,746,031.00Regulatory AUM · August 2026
- EFS ASSET MANAGEMENT LLCCRD 106184 · DALLAS, TX$70,001,256.00Regulatory AUM · August 2026
- EQ WEALTH ADVISORS, LLCCRD 322294 · DALLAS, TX$617,000,348.00Regulatory AUM · August 2026
- ESP INVESTMENT ADVISORS LLCCRD 298553 · DALLAS, TX$1,040,678,006.00Regulatory AUM · August 2026
- FIFTH FORCE MANAGEMENT LLCCRD 325161 · DALLAS, TX$406,938,000.00Regulatory AUM · August 2026
- FIFTH PARTNERS MANAGEMENT, LLCCRD 326712 · DALLAS, TX$391,619,809.00Regulatory AUM · August 2026
- FIRST DALLAS SECURITIES, INC.CRD 24549 · DALLAS, TX$335,711,026.00Regulatory AUM · August 2026
- FIRST SABREPOINT CAPITAL MANAGEMENT, LPCRD 283638 · DALLAS, TX$499,542,361.00Regulatory AUM · August 2026
- FIVANCIAL ADVISORS, INC.CRD 336326 · DALLAS, TX$925.00Regulatory AUM · August 2026
- FLUENT FINANCIAL, LLCCRD 170041 · DALLAS, TX$329,686,911.00Regulatory AUM · August 2026
- FORTUNA FUNDS, LLCCRD 333660 · DALLAS, TX$915,035.00Regulatory AUM · August 2026
- FORTUNE WEALTH MANAGEMENT, LLCCRD 157832 · DALLAS, TX$396,337,714.00Regulatory AUM · August 2026
- FOUNDER ETFS LLCCRD 335174 · DALLAS, TX$2,865,139.00Regulatory AUM · August 2026
- FUSION INVESTMENT ADVISORS LLCCRD 156549 · DALLAS, TX$1,102,901,302.00Regulatory AUM · August 2026
- FWL INVESTMENT MANAGEMENT, LLCCRD 174119 · DALLAS, TX$1,240,034,033.00Regulatory AUM · August 2026
- GARDNER ASSET MANAGEMENT LLCCRD 114263 · DALLAS, TX$125,274,461.00Regulatory AUM · August 2026
- GOODLANDER INVESTMENT MANAGEMENT, LLCCRD 317830 · DALLAS, TX$660,452,521.00Regulatory AUM · August 2026
- GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLCCRD 160830 · DALLAS, TX$1,540,584,722.00Regulatory AUM · August 2026
- GREENFIELD SEITZ CAPITAL MANAGEMENT, LLCCRD 150434 · DALLAS, TX$363,362,682.00Regulatory AUM · August 2026