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Find Retirement Advisors for Retirement Planning in Dallas, Texas
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 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 registration checks. 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.
Finding the Best Retirement Planners in Dallas, Texas
Last Updated - May 14, 2025Dallas has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 290 non-vetted advisors in your local area. These retirement advisors in Dallas, Texas have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Dallas, Texas
VERIFIEDMichelle Connell
CFA®
Portia Capital Management, LLC
Qualifications
CRD# 2526305
Firm CRD# 286662
Series 65, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Not Specified
Advisory Services:
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
Compensation/Fee
Fee-Only
VERIFIEDJ.K. Financial, Inc. John Kvale
CFP®, CFA®
J.K. Financial, Inc.
Qualifications
CRD# 2047457
Firm CRD# 114929
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts
Compensation/Fee
Fee-Only
VERIFIEDQualifications
CRD# 5979802
Firm CRD# 291218
Minimum Assets Required
$3,000,000
Advisory Services:
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
Compensation/Fee
Fee-Only
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
CRD# 5405451
Firm CRD# 39543
Series 7, 24, 66
Minimum Assets Required
$50,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDZach Allen
Disciplined Advisors Group
Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66
Minimum Assets Required
$100,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 164109
Series 7, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDChris McNeal
CFS
Premier Investments & Wealth Management
Qualifications
CRD# 5440343
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
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
Compensation/Fee
Fee-Based, Based on Assets
Advisory Services:
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDGeorge Cattat
Four Oaks Financial LLC
Qualifications
CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDGlen Smith
CFP®, CRPC®
GDS Wealth Management
Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDKenneth Beber
CFS, AIF®
Peak Financial, Inc.
Qualifications
CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
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
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDJeffrey M. Garton
JMG Wealth Management
Qualifications
CRD# 2645788
Firm CRD# 3870
Series 6, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
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
Compensation/Fee
Fee-Based
VERIFIEDCourtney Leffall
CFP®
LX Parker Wealth Management
Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$200,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDJustin Hall
CFP®
Good Life Asset Strategies, LLC
Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65
Minimum Assets Required
$200,000
Advisory Services:
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
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDBrian Bisdorf
CRPC®
Cedarwood Financial Partners
Qualifications
CRD# 5619385
Firm CRD# 8032
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Advisory Services:
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
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Dallas, Texas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201 | $118,041,119,970 | 827 | 319 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 2100 Mckinney Avenue, Suite 1500 Dallas, TX, 75201 | $70,981,471,684 | 133 | 633 | A percentage of AUM, Performance Based, Other (CARRIED INTEREST) |
| 3 | 3800 Maple Avenue, Ste. 600 Dallas, TX, 75219 | $68,653,923,262 | 217 | 21 | A percentage of AUM, Fixed fees |
| 4 | 2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761 | $49,869,329,873 | 268 | 100 | A percentage of AUM, Performance Based |
| 5 | 3200 Olympus Blvd, Suite 100 Dallas, TX, 75019 | $41,695,726,722 | 131534 | 2478 | A percentage of AUM, Fixed fees, Other (SOLICITOR FEES) |
| 6 | 6688 North Central Expressway, Suite 1400 Dallas, TX, 75206 | $36,791,155,843 | 113 | 302 | Other (SEE ADV 2A, SECTION 5: FEES & COMPENSATION) |
| 7 | 6688 North Central Expressway, Suite 1600 Dallas, TX, 75206 | $36,159,474,957 | 37 | 25 | Other (SEE ADV 2A, SECTION 5A: FEES & COMPENSATION) |
| 8 | 5005 Lyndon B. Johnson Freeway, Suite 2200 Dallas, TX, 75244-6152 | $27,426,543,921 | 27 | 32 | A percentage of AUM |
| 9 | 717 N. Harwood Street, Suite 3400 Dallas, TX, 75201 | $27,229,315,502 | 51 | 29 | A percentage of AUM, Hourly charges, Fixed fees, Other (FIXED TRANSACTION FEE BASED ON A CONTRACTUAL FEE SCHEDULE) |
| 10 | 2300 North Field Street, Suite 2200 Dallas, TX, 75201-7849 | $20,308,069,000 | 9 | 193 | A percentage of AUM, Performance Based |
| 11 | 4514 Cole Avenue, Suite 1600 Dallas, TX, 75205 | $17,523,013,193 | 102 | 86 | A percentage of AUM, Fixed fees, Performance Based, Other (INTEREST INCOME ON INVESTORS' CONTRIBUTIONS) |
| 12 | 3819 Maple Ave, Dallas, TX, 75219-3913 | $13,970,302,962 | 17 | 152 | A percentage of AUM, Performance Based |
| 13 | 2728 North Harwood Street, 2nd Floor Dallas, TX, 75201 | $13,647,142,000 | 20 | 158 | A percentage of AUM, Performance Based |
| 14 | 3953 Maple Ave., Ste. 300 Dallas, TX, 75219 | $13,518,683,553 | 39 | 113 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES) |
| 15 | 200 Crescent Court, Suite 1175 Dallas, TX, 75201-1834 | $12,916,804,762 | 30 | 18 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Dallas, Texas
QualificationsFirm CRD# 149822
Assets Under Management $118,041,119,970
No. Of Clients827
Clients Per Financial Advisor3
NB ALTERNATIVES ADVISERS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 827 clients. The team consists of 319 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 159014
Assets Under Management $70,981,471,684
No. Of Clients133
Clients Per Financial Advisor0
SIXTH STREET ADVISERS, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $71B assets under management, the firm specializes in crafting personalized retirement planning solutions for 133 clients. The team consists of 633 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 108561
Assets Under Management $68,653,923,262
No. Of Clients217
Clients Per Financial Advisor10
ALM FIRST FINANCIAL ADVISORS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $69B assets under management, the firm specializes in crafting personalized retirement planning solutions for 217 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 105519
Assets Under Management $49,869,329,873
No. Of Clients268
Clients Per Financial Advisor3
BARROW HANLEY GLOBAL INVESTORS is a financial advisory firm situated in Dallas, Texas. With a nearly $50B assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 clients. The team consists of 100 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 104556
Assets Under Management $41,695,726,722
No. Of Clients131534
Clients Per Financial Advisor53
AVANTAX ADVISORY SERVICES is a financial advisory firm situated in Dallas, Texas. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 131534 clients. The team consists of 2478 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (SOLICITOR FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS)
QualificationsFirm CRD# 156078
Assets Under Management $36,791,155,843
No. Of Clients113
Clients Per Financial Advisor0
HUDSON ADVISORS is a financial advisory firm situated in Dallas, Texas. With a nearly $37B assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 302 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (SEE ADV 2A
- SECTION 5: FEES & COMPENSATION)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 160000
Assets Under Management $36,159,474,957
No. Of Clients37
Clients Per Financial Advisor1
LONE STAR FUNDS is a financial advisory firm situated in Dallas, Texas. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (SEE ADV 2A
- SECTION 5A: FEES & COMPENSATION)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 112319
Assets Under Management $27,426,543,921
No. Of Clients27
Clients Per Financial Advisor1
GUIDESTONE CAPITAL MANAGEMENT is a financial advisory firm situated in Dallas, Texas. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Other (PROVIDE ASSET ALLOCATION MODELS AND INVESTMENT RESEARCH TO AN AFFILIATED ADVISER)
QualificationsFirm CRD# 110760
Assets Under Management $27,229,315,502
No. Of Clients51
Clients Per Financial Advisor2
HILLTOP SECURITIES ASSET MANAGEMENT, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (FIXED TRANSACTION FEE BASED ON A CONTRACTUAL FEE SCHEDULE)
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (INVESTMENT POLICY REVIEW; PORTFOLIO REVIEW; BIDDING AGENT SRVCS AND ARBITRAGE, REBATE)
QualificationsFirm CRD# 115079
Assets Under Management $20,308,069,000
No. Of Clients9
Clients Per Financial Advisor0
HBK CAPITAL MANAGEMENT is a financial advisory firm situated in Dallas, Texas. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 193 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 289963
Assets Under Management $17,523,013,193
No. Of Clients102
Clients Per Financial Advisor1
RCP ADVISORS 2, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 102 clients. The team consists of 86 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (INTEREST INCOME ON INVESTORS' CONTRIBUTIONS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 156925
Assets Under Management $13,970,302,962
No. Of Clients17
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 17 clients. The team consists of 152 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107922
Assets Under Management $13,647,142,000
No. Of Clients20
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 20 clients. The team consists of 158 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 156630
Assets Under Management $13,518,683,553
No. Of Clients39
Clients Per Financial Advisor0
ROCKPOINT 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 39 clients. The team consists of 113 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 281328
Assets Under Management $12,916,804,762
No. Of Clients30
Clients Per Financial Advisor2
TRINITAS CAPITAL MANAGEMENT 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 30 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
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Looking for more choices? Use our free match service to compare retirement planners serving your area.