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Best Financial Advisor in Dallas — 2026 Directory

Find and compare the top financial advisors in Dallas, TX. Fiduciary, fee-only, and certified professionals.

6Advisors Listed

TXDallas

6 Financial Advisors in Dallas

Featured

Preston Capital Management - Dallas

★★★★½ 4.9 (149 reviews)

27+ years experience

Fiduciary CFPCFAAIF Wealth ManagementInvestment Management

Featured

Robinson Financial Advisory

★★★★½ 4.8 (56 reviews)

10+ years experience

FiduciaryFee-Only CFPAIF Fee OnlyFiduciary

Polk Financial Planning

★★★★½ 4.8 (93 reviews)

16+ years experience

FiduciaryFee-Only CFPCPAAIF Fee OnlyRetirement Planning

Southwest Heritage Financial

★★★★½ 4.7 (107 reviews)

19+ years experience

Fiduciary CFPChFC Retirement PlanningEstate Planning

Raymond James - Dallas Galleria

★★★★½ 4.7 (128 reviews)

22+ years experience

CFPCFAChFC Wealth ManagementEstate Planning

Nash Wealth Advisors

★★★★½ 4.6 (74 reviews)

13+ years experience

Fiduciary CFPCLU Wealth ManagementCollege Planning

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