Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Dallas has 19 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 280 non-vetted advisors in your local area. These retirement advisors in Dallas, Texas have an average of 23 years of experience.
Qualifications
Firm CRD# 135281
Series 63, 65
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts.
Fee-Only
John Kvale
CFP®, CFA®
J.K. Financial, Inc.
Qualifications
CRD# 2047457
Firm CRD# 114929
Minimum Assets Required
$1,000,000
Retirement Planning, 401K Rollovers, Financial Planning for Individuals.
Fee-Only
Qualifications
CRD# 5979802
Firm CRD# 291218
Minimum Assets Required
$3,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
CRD# 5405451
Firm CRD# 39543
Series 7, 24, 66
Minimum Assets Required
$50,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Commissions, Based on Assets
Zach Allen
None
Disciplined Advisors Group
Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66
Minimum Assets Required
$10,000,000
Not Specified.
Fee-Based, Commissions, Based on Assets
Qualifications
CRD# 4080699
Firm CRD# 326819
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Chris McNeal
CFS
Premier Investments & Wealth Management
Qualifications
CRD# 5440343
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Based on Assets
Qualifications
Firm CRD# 157222
Minimum Assets Required
$100,000
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based, Based on Assets
Demond Dawkins
AAMS®
LPL Financial LLC
Qualifications
CRD# 6755866
Firm CRD# 4376904
Series 6, 63, 65
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Commissions, Based on Assets
George Cattat
Four Oaks Financial LLC
Qualifications
CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Based on Assets
Carpion Private Wealth
CFA®, CDFA®
Qualifications
CRD# 6205866
Firm CRD# 205
Series 3, 7, 31, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Glen Smith
CFP®, CRPC®
GDS Wealth Management
Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Only, Based on Assets
Kenneth Beber
CFS, AIF®
Peak Financial, Inc.
Qualifications
CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Stephen Koessl
J&S Partners Inc.
Qualifications
CRD# 2537590
Firm CRD# 6413
Series 7, 9, 10, 63, 65, 66
Minimum Assets Required
Not Specified
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Commissions, Based on Assets
Jeffrey M. Garton
JMG Wealth Management
Qualifications
CRD# 2645788
Firm CRD# 3870
Series 6, 63, 65
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based
Courtney Leffall
CFP®
LX Parker Wealth Management
Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Justin Hall
CFP®
Good Life Asset Strategies, LLC
Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65
Minimum Assets Required
$200,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Hourly, Flat Fee, Based on Assets
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201 | $104,690,106,431 | 765 | 296 | A Percentage of AUM, Fixed Fees, Performance Based |
2 | ALM FIRST FINANCIAL ADVISORS LLC 3800 Maple Avenue, Ste. 600 Dallas, TX, 75219 | $74,190,547,353 | 212 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | SIXTH STREET ADVISERS, LLC 2100 Mckinney Avenue, Suite 1500 Dallas, TX, 75201 | $65,882,675,351 | 127 | 539 | A Percentage of AUM, Performance Based, Other (CARRIED INTEREST) |
4 | BARROW HANLEY GLOBAL INVESTORS 2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761 | $46,054,770,603 | 255 | 101 | A Percentage of AUM, Performance Based |
5 | HUDSON ADVISORS 6688 North Central Expressway, Suite 1400 Dallas, TX, 75206 | $43,291,172,855 | 121 | 297 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED) |
6 | LONE STAR FUNDS 6688 North Central Expressway, Suite 1600 Dallas, TX, 75206 | $40,708,060,655 | 37 | 26 | A Percentage of AUM, Other (CARRIED INTEREST) |
7 | AVANTAX ADVISORY SERVICES 3200 Olympus Blvd, Suite 100 Dallas, TX, 75019 | $30,968,246,116 | 123393 | 2433 | A Percentage of AUM, Fixed Fees, Other (SOLICITOR FEES) |
8 | HBK CAPITAL MANAGEMENT 2300 North Field Street, Suite 2200 Dallas, TX, 75201-7849 | $28,457,389,000 | 11 | 174 | A Percentage of AUM, Performance Based |
9 | GUIDESTONE CAPITAL MANAGEMENT 5005 Lyndon B. Johnson Freeway, Suite 2200 Dallas, TX, 75244-6152 | $24,236,030,690 | 1 | 29 | A Percentage of AUM |
10 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC 717 N. Harwood Street, Suite 3400 Dallas, TX, 75201 | $21,409,909,710 | 48 | 35 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (FIXED TRANSACTION FEE BASED ON A CONTRACTUAL FEE SCHEDULE) |
11 | ROCKPOINT 3953 Maple Ave., Ste. 300 Dallas, TX, 75219 | $16,336,510,934 | 45 | 115 | A Percentage of AUM, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES) |
12 | RCP ADVISORS 2, LLC 4514 Cole Avenue, Suite 1600 Dallas, TX, 75205 | $15,122,835,060 | 93 | 75 | A Percentage of AUM, Fixed Fees, Performance Based, Other (INTEREST INCOME ON INVESTORS' CONTRIBUTIONS) |
13 | CROW HOLDINGS CAPITAL 3819 Maple Ave, Dallas, TX, 75219-3913 | $13,812,454,000 | 14 | 144 | A Percentage of AUM, Performance Based |
14 | CANYON CAPITAL ADVISORS LLC 2728 North Harwood Street, 2nd Floor Dallas, TX, 75201 | $13,669,966,000 | 18 | 158 | A Percentage of AUM, Performance Based |
15 | NGP 2850 N. Harwood Street, 19th Floor, Dallas, TX, 75201 | $12,740,969,466 | 12 | 55 | A Percentage of AUM, Performance Based |
QualificationsFirm CRD# 149822
Assets Under Management $104,690,106,431
No. Of Clients765
Clients Per Financial Advisor3
NB ALTERNATIVES ADVISERS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $105B assets under management, the firm specializes in crafting personalized retirement planning solutions for 765 clients. The team consists of 296 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108561
Assets Under Management $74,190,547,353
No. Of Clients212
Clients Per Financial Advisor10
ALM FIRST FINANCIAL ADVISORS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $74B assets under management, the firm specializes in crafting personalized retirement planning solutions for 212 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 159014
Assets Under Management $65,882,675,351
No. Of Clients127
Clients Per Financial Advisor0
SIXTH STREET ADVISERS, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 127 clients. The team consists of 539 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105519
Assets Under Management $46,054,770,603
No. Of Clients255
Clients Per Financial Advisor3
BARROW HANLEY GLOBAL INVESTORS is a financial advisory firm situated in Dallas, Texas. With a nearly $46B assets under management, the firm specializes in crafting personalized retirement planning solutions for 255 clients. The team consists of 101 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156078
Assets Under Management $43,291,172,855
No. Of Clients121
Clients Per Financial Advisor0
HUDSON ADVISORS is a financial advisory firm situated in Dallas, Texas. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 clients. The team consists of 297 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 160000
Assets Under Management $40,708,060,655
No. Of Clients37
Clients Per Financial Advisor1
LONE STAR FUNDS is a financial advisory firm situated in Dallas, Texas. With a nearly $41B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104556
Assets Under Management $30,968,246,116
No. Of Clients123393
Clients Per Financial Advisor51
AVANTAX ADVISORY SERVICES is a financial advisory firm situated in Dallas, Texas. With a nearly $31B assets under management, the firm specializes in crafting personalized retirement planning solutions for 123393 clients. The team consists of 2433 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 115079
Assets Under Management $28,457,389,000
No. Of Clients11
Clients Per Financial Advisor0
HBK CAPITAL MANAGEMENT is a financial advisory firm situated in Dallas, Texas. With a nearly $28B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 174 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 112319
Assets Under Management $24,236,030,690
No. Of Clients1
Clients Per Financial Advisor0
GUIDESTONE CAPITAL MANAGEMENT is a financial advisory firm situated in Dallas, Texas. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110760
Assets Under Management $21,409,909,710
No. Of Clients48
Clients Per Financial Advisor1
HILLTOP SECURITIES ASSET MANAGEMENT, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 48 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156630
Assets Under Management $16,336,510,934
No. Of Clients45
Clients Per Financial Advisor0
ROCKPOINT is a financial advisory firm situated in Dallas, Texas. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 45 clients. The team consists of 115 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289963
Assets Under Management $15,122,835,060
No. Of Clients93
Clients Per Financial Advisor1
RCP ADVISORS 2, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 93 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156925
Assets Under Management $13,812,454,000
No. Of Clients14
Clients Per Financial Advisor0
CROW HOLDINGS CAPITAL is a financial advisory firm situated in Dallas, Texas. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 144 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107922
Assets Under Management $13,669,966,000
No. Of Clients18
Clients Per Financial Advisor0
CANYON CAPITAL ADVISORS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 158 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 160729
Assets Under Management $12,740,969,466
No. Of Clients12
Clients Per Financial Advisor0
NGP is a financial advisory firm situated in Dallas, Texas. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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