SearchWrench Pros

Find the right financial advisor in Dallas, TX

10 local financial advisors in Dallas. Tell us how many years of experience you want, what matters most, and how close to your house, and we match you with the ones that fit. No star ratings, no paid rankings.

Financial advisors in Dallas

Checked pros are listed first; the rest rotate monthly. Nobody pays to be listed or ranked.

Northern Trust

5540 Preston Road, Dallas, TX · (214) 520-4700 · northerntrust.com
Not checked by SearchWrench yet

Chessman Wealth Strategies

7557 Rambler Rd #1010, Dallas, TX · (214) 572-2120 · chessmanwealth.com
Not checked by SearchWrench yet

Texas Financial Advisors

10100 N Central Expy #380, Dallas, TX · (469) 252-5027 · texasfa.com
Not checked by SearchWrench yet

Lee Financial

8350 N Central Expy #1800, Dallas, TX · (972) 960-1001 · leefin.com
Not checked by SearchWrench yet

Beacon Pointe Advisors

7557 Rambler Rd Suite 1425, Dallas, TX · (214) 446-2100 · beaconpointe.com
Not checked by SearchWrench yet

J.K. Financial, Inc.

8222 Douglas Ave #590, Dallas, TX · (214) 706-4300 · jkfinancialinc.com
Not checked by SearchWrench yet

True North Advisors

3131 Turtle Creek Blvd #1300, Dallas, TX · (214) 360-7300 · truenorthadvisors.com
Not checked by SearchWrench yet

Texas Investment & Retirement Associates

4131 North Central Expressway, Dallas, TX · (817) 681-8609 · texasira.com
Not checked by SearchWrench yet

RGT Wealth Advisors

5950 Sherry Ln # 600, Dallas, TX · (214) 360-7000 · rgtadvisors.com
Not checked by SearchWrench yet

Strata Wealth Advisors, LLC

8750 N Central Expy Suite 1875, Dallas, TX · (214) 420-7020 · stratawealth.com
Not checked by SearchWrench yet

Get matched with the right financial advisor

Tell us what you need in Dallas and what matters to you. We check the pros and connect you with up to 3 who fit. Free, no obligation.

Please add your name, a 10-digit phone number, and tick the box.
Your must-haves

How we pick the best one (no star ratings)

1. We start with real local businessesEvery listing has a local address and a working phone number from public business records.
2. We call and askYears in business, licensing where your state requires it, insurance, and whether they actually answer and show up.
3. We match to your must-havesExperience, what matters most to you, and how close they are to your house.
4. We ask you how it wentAfter the job we check in with you. Pros who fall short stop getting our referrals.

We don't use Google or Yelp reviews. Ratings can be bought, gamed or years out of date; a phone call and your feedback can't. More on how we check pros.

Hired the wrong financial advisor before?

No-shows, a job left half done, a price that doubled. It happens a lot, and it's why we check financial advisors ourselves instead of trusting star ratings. Tell us what went wrong last time, tick "let down before" on the form, and we'll only send you pros who passed our check and fit your must-haves.

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Questions to ask before you hire a financial advisor in Dallas

Common questions

How do I choose a financial advisor in Dallas?

Decide your must-haves first: how many years of experience, whether price or quality matters most, and how far you will let them travel. Then compare at least two written quotes using the questions on this page.

How does SearchWrench pick the best financial advisor?

We don't use Google or Yelp star ratings. We call local businesses ourselves to confirm years in business, licensing where required, and insurance, match them to your must-haves, and ask you how the job went afterwards.

Is it free?

Yes. Homeowners never pay us, and businesses cannot pay to rank higher on this page.

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