National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Woodlawn, 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 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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

Top 15 Retirement Planning firms in Woodlawn, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DIMENSIONAL FUND ADVISORS LP
6300 Bee Cave Road, Building One
Austin, TX, 78746
$652,741,971,6278181096
A Percentage of AUM, Performance Based
2
FISHER INVESTMENTS
6500 International Pkwy, Ste 2050
Plano, TX, 75093-8222
$192,398,103,7142692893349
A Percentage of AUM, Performance Based
3
VICTORY CAPITAL MANAGEMENT INC.
15935 La Cantera Pkwy,
San Antonio, TX, 78256
$140,836,403,6333419510
A Percentage of AUM, Fixed Fees, Performance Based
4
TPG GLOBAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
$134,002,200,000147906
A Percentage of AUM, Other (CARRIED INTEREST)
5
TPG CAPITAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
$104,977,500,00095353
A Percentage of AUM, Other (CARRIED INTEREST)
6
NB ALTERNATIVES ADVISERS LLC
325 North Saint Paul Street, Suite 4900
Dallas, TX, 75201
$104,690,106,431765296
A Percentage of AUM, Fixed Fees, Performance Based
7
ALM FIRST FINANCIAL ADVISORS LLC
3800 Maple Avenue, Ste. 600
Dallas, TX, 75219
$74,190,547,35321221
A Percentage of AUM, Hourly charges, Fixed Fees
8
SIXTH STREET ADVISERS, LLC
2100 Mckinney Avenue, Suite 1500
Dallas, TX, 75201
$65,882,675,351127539
A Percentage of AUM, Performance Based, Other (CARRIED INTEREST)
9
AMERICAN BEACON ADVISORS, INC.
220 East Las Colinas Blvd., Suite 1200,
Irving, TX, 75039-5500
$58,398,845,1976228
A Percentage of AUM, Performance Based
10
CATALYST STRATEGIC SOLUTIONS
6801 Parkwood Boulevard,
Plano, TX, 75024-7198
$47,200,027,965787
A Percentage of AUM, Fixed Fees
11
BARROW HANLEY GLOBAL INVESTORS
2200 Ross Avenue, 31st Floor,
Dallas, TX, 75201-2761
$46,054,770,603255101
A Percentage of AUM, Performance Based
12
HUDSON ADVISORS
6688 North Central Expressway, Suite 1400
Dallas, TX, 75206
$43,291,172,855121297
A Percentage of AUM, Hourly charges, Fixed Fees, Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED)
13
KESTRA ADVISORY SERVICES, LLC
5707 Southwest Parkway, Building 2, Suite 400
Austin, TX, 78735
$41,795,124,5791404071311
A Percentage of AUM, Hourly charges, Fixed Fees
14
LONE STAR FUNDS
6688 North Central Expressway, Suite 1600
Dallas, TX, 75206
$40,708,060,6553726
A Percentage of AUM, Other (CARRIED INTEREST)
15
JASPER RIDGE PARTNERS, L.P.
201 Main Street, Suite 1000
Fort Worth, TX, 76102
$33,065,750,61951109
A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)

Information on Top Retirement Planning firms in Woodlawn, Texas

QualificationsFirm CRD# 106482

Assets Under Management $652,741,971,627

No. Of Clients818

Clients Per Financial Advisor1

DIMENSIONAL FUND ADVISORS LP is a financial advisory firm situated in Austin, Texas. With a nearly $653B assets under management, the firm specializes in crafting personalized retirement planning solutions for 818 clients. The team consists of 1096 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 107342

Assets Under Management $192,398,103,714

No. Of Clients269289

Clients Per Financial Advisor80

FISHER INVESTMENTS is a financial advisory firm situated in Plano, Texas. With a nearly $192B assets under management, the firm specializes in crafting personalized retirement planning solutions for 269289 clients. The team consists of 3349 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

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106189

Assets Under Management $140,836,403,633

No. Of Clients3419

Clients Per Financial Advisor7

VICTORY CAPITAL MANAGEMENT INC. is a financial advisory firm situated in San Antonio, Texas. With a nearly $141B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3419 clients. The team consists of 510 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 Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 159732

Assets Under Management $134,002,200,000

No. Of Clients147

Clients Per Financial Advisor0

TPG GLOBAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $134B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 906 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 159738

Assets Under Management $104,977,500,000

No. Of Clients95

Clients Per Financial Advisor0

TPG CAPITAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $105B assets under management, the firm specializes in crafting personalized retirement planning solutions for 95 clients. The team consists of 353 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 105552

Assets Under Management $58,398,845,197

No. Of Clients62

Clients Per Financial Advisor2

AMERICAN BEACON ADVISORS, INC. is a financial advisory firm situated in Irving, Texas. With a nearly $58B assets under management, the firm specializes in crafting personalized retirement planning solutions for 62 clients. The team consists of 28 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 Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 44970

Assets Under Management $47,200,027,965

No. Of Clients78

Clients Per Financial Advisor11

CATALYST STRATEGIC SOLUTIONS is a financial advisory firm situated in Plano, Texas. With a nearly $47B assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 7 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 Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 283330

Assets Under Management $41,795,124,579

No. Of Clients140407

Clients Per Financial Advisor107

KESTRA ADVISORY SERVICES, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 140407 clients. The team consists of 1311 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 144401

Assets Under Management $33,065,750,619

No. Of Clients51

Clients Per Financial Advisor0

JASPER RIDGE PARTNERS, L.P. is a financial advisory firm situated in Fort Worth, Texas. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 109 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 (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners