Investment adviser firms in DALLAS, Texas · Page 3
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
- QUOTIENT WEALTH PARTNERS, LLCCRD 326819 · DALLAS, TX$4,611,708,648.00Regulatory AUM · August 2026
- RANGER ALTERNATIVE MANAGEMENT, L.P.CRD 145543 · DALLAS, TX$54,470,413.00Regulatory AUM · August 2026
- RANGER INVESTMENT MANAGEMENT,L.P.CRD 124414 · DALLAS, TX$1,483,846,197.00Regulatory AUM · August 2026
- RCP ADVISORS 2, LLCCRD 289963 · DALLAS, TX$18,206,802,931.00Regulatory AUM · August 2026
- REB CAPITAL MANAGEMENT, LLCCRD 301890 · DALLAS, TX$224,460,616.00Regulatory AUM · August 2026
- REGAN CAPITAL, LLCCRD 158294 · DALLAS, TX$3,589,059,858.00Regulatory AUM · August 2026
- RENOVO CAPITAL, LLCCRD 164144 · DALLAS, TX$1,008,113,589.00Regulatory AUM · August 2026
- REQUISITE CAPITAL MANAGEMENT LLCCRD 283107 · DALLAS, TX$2,426,032,420.00Regulatory AUM · August 2026
- RESILIENT CAPITAL MANAGEMENT, LLCCRD 318997 · DALLAS, TX$326,129,985.00Regulatory AUM · August 2026
- RETIREMENT ADVISORS, LLCCRD 147701 · DALLAS, TX$186,410,830.00Regulatory AUM · August 2026
- REVERE CAPITAL MANAGEMENT LPCRD 306662 · DALLAS, TX$138,693,800.00Regulatory AUM · August 2026
- RIATA CAPITAL GROUP, LLCCRD 289948 · DALLAS, TX$901,092,500.00Regulatory AUM · August 2026
- RIDGEPOST CAPITAL ADVISORS, LLCCRD 314664 · DALLAS, TX$288,401,067.00Regulatory AUM · August 2026
- RIVER CANYON FUND MANAGEMENT LLCCRD 169465 · DALLAS, TX$2,075,272,000.00Regulatory AUM · August 2026
- ROBERTSON OPPORTUNITY CAPITAL, LLCCRD 118484 · DALLAS, TX$358,680,296.00Regulatory AUM · August 2026
- ROOSEVELT CAPITAL MANAGEMENT LLCCRD 283217 · DALLAS, TX$1,366,575,505.00Regulatory AUM · August 2026
- ROSEROCK WEALTH MANAGEMENT, LLCCRD 288088 · DALLAS, TX$275,000,000.00Regulatory AUM · August 2026
- RR ADVISORS, LLCCRD 130609 · DALLAS, TX$496,770,809.00Regulatory AUM · August 2026
- RTW FINANCIAL ADVISORS INCCRD 109934 · DALLAS, TX$581,023,969.00Regulatory AUM · August 2026
- RWR INVESTMENTS LLCCRD 157966 · DALLAS, TX$170,892,730.00Regulatory AUM · August 2026
- S2 FUND MANAGER, LLCCRD 323759 · DALLAS, TX$474,775,840.00Regulatory AUM · August 2026
- SADDOCK WEALTH, LLCCRD 161568 · DALLAS, TX$94,325,000.00Regulatory AUM · August 2026
- SAGEFIELD INVESTMENT GROUP LPCRD 312019 · DALLAS, TX$2,173,361,795.00Regulatory AUM · August 2026
- SALIENT ADVISORS, L.P.CRD 122833 · DALLAS, TX$61,816,768.00Regulatory AUM · August 2026
- SATORI CAPITAL, LLCCRD 161829 · DALLAS, TX$1,614,358,611.00Regulatory AUM · August 2026
- SCALAR GAUGE MANAGEMENT, LLCCRD 287991 · DALLAS, TX$199,375,848.00Regulatory AUM · August 2026
- SCHERER FINANCIAL ADVISORY SERVICES, LLCCRD 317435 · DALLAS, TX$158,346,728.00Regulatory AUM · August 2026
- SCHLINDWEIN ASSOCIATES LLCCRD 109132 · DALLAS, TX$167,078,198.00Regulatory AUM · August 2026
- SCOUT ENERGY MANAGEMENT LLCCRD 161832 · DALLAS, TX$1,863,479,498.00Regulatory AUM · August 2026
- SEQUEL HOLDINGS, L.P.CRD 170237 · DALLAS, TX$563,006,702.00Regulatory AUM · August 2026
- SILVER HILL ENERGY PARTNERS, LPCRD 307537 · DALLAS, TX$2,487,108,866.00Regulatory AUM · August 2026
- SILVER LAKE CAPITAL PARTNERS LLCCRD 329997 · DALLAS, TX$211,500,000.00Regulatory AUM · August 2026
- SIXTH STREET ADVISERS, LLCCRD 159014 · DALLAS, TX$101,610,951,199.00Regulatory AUM · August 2026
- SIXTH STREET LENDING PARTNERS ADVISERS, LLCCRD 320821 · DALLAS, TX$8,691,301,138.00Regulatory AUM · August 2026
- SIXTH STREET SPECIALTY LENDING ADVISERS, LLCCRD 155006 · DALLAS, TX$3,421,655,019.00Regulatory AUM · August 2026
- SKY ISLAND CAPITAL LPCRD 305087 · DALLAS, TX$533,489,012.00Regulatory AUM · August 2026
- SKYLARK PRIVATE EQUITY PARTNERS, LPCRD 315174 · DALLAS, TX$211,415,505.00Regulatory AUM · August 2026
- SLOTNIK CAPITAL, LLCCRD 324251 · DALLAS, TX$415,838,295.00Regulatory AUM · August 2026
- SLW INVESTMENT MANAGEMENT, LLCCRD 332006 · DALLAS, TX$464,203,737.00Regulatory AUM · August 2026
- SMITH ASSET MANAGEMENT GROUP LPCRD 106301 · DALLAS, TX$182,157,722.00Regulatory AUM · July 2026
- SMITH GROUP ASSET MANAGEMENT, LLCCRD 313265 · DALLAS, TX$1,410,264,267.00Regulatory AUM · August 2026
- SNOWCAP CAPITAL MANAGEMENT, LLCCRD 146883 · DALLAS, TX$238,889,532.00Regulatory AUM · August 2026
- SOCORRO ASSET MANAGEMENT, L.P.CRD 304401 · DALLAS, TX$497,869,186.00Regulatory AUM · August 2026
- SOLE SOURCE CAPITAL LLCCRD 290032 · DALLAS, TX$1,982,340,341.00Regulatory AUM · August 2026
- SOUNDWATCH CAPITAL, LLCCRD 173151 · DALLAS, TX$1,020,965,076.00Regulatory AUM · August 2026
- SOUTHPAW CP MANAGER LPCRD 339218 · DALLAS, TXNot availableRegulatory AUM · August 2026
- SPICEWOOD MINERAL MANAGEMENT, LLCCRD 310323 · DALLAS, TX$644,748,402.00Regulatory AUM · August 2026
- SPRINGVEST WEALTH MANAGEMENT, LLCCRD 329297 · DALLAS, TX$236,555,572.00Regulatory AUM · August 2026
- SRP CAPITAL ADVISORS LLCCRD 289466 · DALLAS, TX$246,500,134.00Regulatory AUM · August 2026
- STONETREE INVESTMENT PARTNERS LLCCRD 318477 · DALLAS, TX$195,671,557.00Regulatory AUM · August 2026
- STRATA WEALTH ADVISORS, LLCCRD 285973 · DALLAS, TX$886,073,285.00Regulatory AUM · August 2026
- STRATEGIC PORTFOLIO SOLUTIONS, LLCCRD 156374 · DALLAS, TX$136,210,586.00Regulatory AUM · August 2026
- STRIVE ASSET MANAGEMENT, LLCCRD 322039 · DALLAS, TX$2,375,076,576.00Regulatory AUM · August 2026
- SUMMIT HOUSE CAPITAL MANAGEMENT, LLCCRD 306823 · DALLAS, TX$518,693,963.00Regulatory AUM · August 2026
- SUNTX CAPITAL MANAGEMENT CORP.CRD 161332 · DALLAS, TX$554,238,756.00Regulatory AUM · August 2026
- SWIFT CREEK REAL ESTATE PARTNERS LLCCRD 329614 · DALLAS, TX$1,743,214,664.00Regulatory AUM · August 2026
- SYCAMORE TREE CAPITAL PARTNERS, L.P.CRD 311555 · DALLAS, TX$3,539,598,356.00Regulatory AUM · August 2026
- SYLVEST ADVISORS, LLCCRD 165130 · DALLAS, TX$425,702,961.00Regulatory AUM · August 2026
- SYMMETRY CAPITAL ADVISORS LLCCRD 122563 · DALLAS, TX$492,672,576.00Regulatory AUM · August 2026
- TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.CRD 298422 · DALLAS, TX$4,190,419,999.00Regulatory AUM · August 2026
- THACKERAY PARTNERS, L.P.CRD 166351 · DALLAS, TX$442,719,874.00Regulatory AUM · August 2026
- THE MILESTONE REAL ESTATE GROUP, LPCRD 161957 · DALLAS, TX$2,429,288,738.00Regulatory AUM · August 2026
- THREE BELL CAPITAL LLCCRD 159736 · DALLAS, TX$5,051,056,009.00Regulatory AUM · August 2026
- TILLRIDGE CAPITAL PARTNERS, LLCCRD 284992 · DALLAS, TX$269,991,066.00Regulatory AUM · August 2026
- TKC WEALTH MANAGEMENT LLCCRD 158498 · DALLAS, TX$138,585,943.00Regulatory AUM · August 2026
- TOLLESON PRIVATE WEALTH MANAGEMENT, LLCCRD 111838 · DALLAS, TX$9,258,770,823.00Regulatory AUM · August 2026
- TRANSWESTERN INVESTMENT MANAGEMENT, LLCCRD 159520 · DALLAS, TX$3,747,307,677.00Regulatory AUM · August 2026
- TRIGATE MANAGEMENT LLCCRD 158083 · DALLAS, TX$1,283,424,167.00Regulatory AUM · August 2026
- TRINITAS CAPITAL MANAGEMENT, LLCCRD 281328 · DALLAS, TX$19,556,165,445.00Regulatory AUM · August 2026
- TRINITY HUNT MANAGEMENT, L.P.CRD 157410 · DALLAS, TX$2,994,489,504.00Regulatory AUM · August 2026
- TRIVE CAPITAL MANAGEMENT LLCCRD 166910 · DALLAS, TX$8,002,092,462.00Regulatory AUM · August 2026
- TROVE INVESTMENT ADVISORS LLCCRD 306904 · DALLAS, TX$387,586.00Regulatory AUM · August 2026
- TRUE NORTH ADVISORS, LLCCRD 116048 · DALLAS, TX$5,422,653,468.00Regulatory AUM · August 2026
- TURTLE CREEK MANAGEMENT, LLCCRD 140212 · DALLAS, TX$4,280,497,349.00Regulatory AUM · August 2026
- TURTLE CREEK WEALTH ADVISORS, LLCCRD 322998 · DALLAS, TX$2,757,918,120.00Regulatory AUM · August 2026
- TW-IM, LLCCRD 167240 · DALLAS, TX$3,974,046,326.00Regulatory AUM · August 2026
- TWIN TREE MANAGEMENT, LPCRD 149548 · DALLAS, TX$1,459,446,923.00Regulatory AUM · August 2026
- TXRE ADVISERS, LLCCRD 160388 · DALLAS, TX$6,365,319,085.00Regulatory AUM · August 2026
- UNITY PARTNERS LPCRD 322847 · DALLAS, TX$366,975,393.00Regulatory AUM · August 2026
- UPTOWN FINANCIAL ADVISORS LLCCRD 171401 · DALLAS, TX$153,813,197.00Regulatory AUM · August 2026
- VAQUERO PRIVATE WEALTH, LTD.CRD 305266 · DALLAS, TX$928,946,791.00Regulatory AUM · August 2026
- VELOCIS MANAGEMENT, LLCCRD 313345 · DALLAS, TX$346,356,343.00Regulatory AUM · August 2026
- VENDERA MANAGEMENT HOLDINGS, LLCCRD 175116 · DALLAS, TX$602,773,691.00Regulatory AUM · August 2026
- VESTIE, INC.CRD 338938 · DALLAS, TX$125.00Regulatory AUM · August 2026
- VIEW CAPITAL RIA, LPCRD 130678 · DALLAS, TX$1,815,837,887.00Regulatory AUM · August 2026
- VWH CAPITAL MANAGEMENT, LPCRD 289128 · DALLAS, TX$3,324,646,353.00Regulatory AUM · August 2026
- WALLACE CAPITAL MANAGEMENT, INC.CRD 119174 · DALLAS, TX$1,488,904,952.00Regulatory AUM · August 2026
- WEBS CREEK CAPITAL MANAGEMENT LPCRD 301259 · DALLAS, TX$1,254,428,430.00Regulatory AUM · August 2026
- WESTWOOD ADVISORS, L.L.CCRD 132162 · DALLAS, TX$749,503,536.00Regulatory AUM · August 2026
- WESTWOOD MANAGEMENT CORPCRD 110269 · DALLAS, TX$12,457,042,247.00Regulatory AUM · August 2026
- WHITE ROCK CAPITAL MANAGEMENT, L.P.CRD 114877 · DALLAS, TX$217,400,628.00Regulatory AUM · August 2026
- WISNIEWSKI WEALTH MANAGEMENT LLCCRD 150264 · DALLAS, TX$266,149,431.00Regulatory AUM · August 2026
- WL ROSS & CO. LLCCRD 141854 · DALLAS, TX$224,585,127.00Regulatory AUM · August 2026
- WOMACK FINANCIAL LLCCRD 174873 · DALLAS, TX$164,669,645.00Regulatory AUM · August 2026
- WORTH ASSET MANAGEMENT, LLCCRD 166970 · DALLAS, TX$288,200,656.00Regulatory AUM · August 2026
- WORTH FINANCIAL GROUP INC.CRD 13478 · DALLAS, TX$122,831,881.00Regulatory AUM · August 2026
- WPA FAMILY OFFICE, LLCCRD 315566 · DALLAS, TX$175,198,734.00Regulatory AUM · August 2026
- XEBEC ASSET MANAGEMENT, LLCCRD 305669 · DALLAS, TX$484,491,040.00Regulatory AUM · August 2026