Top 10 financial advisor firms in Dallas

89 SEC-registered financial advisor firms are headquartered in Dallas, TX, with $79.3B in combined regulatory assets under management. The largest by assets are Integrated Advisors Network ($5.52B), True North Advisors ($5.42B) and Quotient Wealth Partners ($4.91B).

89
Financial advisor firms: $79.3B
Their combined AUM: $417M
Median firm AUM: 15,910
Clients of the top 10

The 10 largest by assets

1
Integrated Advisors Network
RIA
$5.52B
Up to 2.95% a year
2
True North Advisors
RIA
$5.42B
0.25% to 1.50%
3
Quotient Wealth Partners
RIA
$4.91B
0.55% to 1.25% a year
4
Turtle Creek Management
RIA
$4.28B
0.50% to 1.00%
5
Texas Capital Bank Wealth Management Services
RIA
$4.19B
Regulatory AUM
6
Legacy Knight Mfo
RIA
$2.85B
Regulatory AUM
7
Turtle Creek Wealth Advisors
RIA
$2.76B
0.25% to 1.25% a year
8
Requisite Capital Management
RIA
$2.43B
0.35% to 1.00% a year
9
Beaird Harris Wealth Management
RIA
$2.27B
0.40% to 1.00% a year
10
Ascentis Independent Advisors
RIA
$2.09B
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Integrated Advisors Network

Integrated Advisors Network is an investment adviser based in Dallas, TX, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $5.52 billion, as filed on 23 September 2026.

Integrated Advisors Network charges up to 2.95% a year for its Investment Management & Supervisory Services.

Regulatory AUM: $5.52B
Clients: 7,612
Advisory staff: 80
Fee schedule: Up to 2.95% a year
Custodians: Fidelity, Charles Schwab, Raymond James
Headquarters: 8150 N Central Expressway, Suite 1255, Dallas, TX 75206
Phone: 855-729-4222
Website: integratedadvisorsnetwork.com

No. 2 · RIA

True North Advisors

True North Advisors is an investment adviser based in Dallas, TX, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and corporations and other businesses. Its regulatory assets under management total $5.42 billion, as filed on 16 July 2026.

True North Advisors charges 0.25%–1.50% for its Advisory Fee. The brochure does not state whether the rate is annual.

Regulatory AUM: $5.42B
Clients: 1,068
Advisory staff: 31
Fee schedule: 0.25% to 1.50%
Custodians: Charles Schwab, Fidelity
Headquarters: 3131 Turtle Creek, Suite 1300, Dallas, TX 75219
Phone: 214-360-7300
Website: truenorthadvisors.com

No. 3 · RIA

Quotient Wealth Partners

Quotient Wealth Partners is an investment adviser based in Dallas, TX, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $4.91 billion, as filed on 29 September 2026.

Quotient Wealth Partners charges 0.55%–1.25% a year for its Wealth Management Fees.

Regulatory AUM: $4.91B
Clients: 2,355
Advisory staff: 29
Fee schedule: 0.55% to 1.25% a year
Custodians: Fidelity
Headquarters: 5430 LBJ Freeway, Suite 1150, Dallas, TX 75240
Phone: 469-912-2522
Website: quotientwealth.com

No. 4 · RIA

Turtle Creek Management

Turtle Creek Management is an investment adviser based in Dallas, TX, registered with the SEC since 2006. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $4.28 billion, as filed on 30 March 2026.

Turtle Creek Management charges 0.50%–1.00% for its Separately Managed Accounts. The brochure does not state whether the rate is annual.

Regulatory AUM: $4.28B
Clients: 101
Advisory staff: 6
Fee schedule: 0.50% to 1.00%
Minimum account: $1,000,000
Custodians: Fidelity
Headquarters: 3838 Oak Lawn Ave, Suite 1650, Dallas, TX 75219
Phone: 214-468-0100
Website: turtlecreektrust.com

No. 5 · RIA

Texas Capital Bank Wealth Management Services

Texas Capital Bank Wealth Management Services is an investment adviser based in Dallas, TX, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and banking or thrift institutions. Its regulatory assets under management total $4.19 billion, as filed on 16 June 2026.

Regulatory AUM: $4.19B
Clients: 735
Advisory staff: 39
Custodians: Raymond James, Fidelity, Pershing
Headquarters: 2000 McKinney Avenue, Suite 700, Dallas, TX 75201
Phone: 945-229-5873
Website: texascapitalbank.com

No. 6 · RIA

Legacy Knight Mfo

Legacy Knight Mfo is an investment adviser based in Dallas, TX, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $2.85 billion, as filed on 14 May 2026.

Regulatory AUM: $2.85B
Clients: 53
Advisory staff: 15
Custodians: Folio Investments
Headquarters: 3001 Maple Avenue, Suite 350, Dallas, TX 75201
Phone: 945-536-5580
Website: legacyknight.com

No. 7 · RIA

Turtle Creek Wealth Advisors

Turtle Creek Wealth Advisors is an investment adviser based in Dallas, TX, registered with the SEC since 2023. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and pooled investment vehicles. Its regulatory assets under management total $2.76 billion, as filed on 5 August 2026.

Turtle Creek Wealth Advisors charges 0.25%–1.25% a year for its Portfolio Management Fees.

Regulatory AUM: $2.76B
Clients: 140
Advisory staff: 20
Fee schedule: 0.25% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 2828 N. Harwood Street, Suite 1250, Dallas, TX 75201
Phone: 214-214-3110
Website: turtlecreekwealth.com

No. 8 · RIA

Requisite Capital Management

Requisite Capital Management is an investment adviser based in Dallas, TX, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $2.43 billion, as filed on 31 March 2026.

Requisite Capital Management charges 0.35%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $2.43B
Clients: 231
Advisory staff: 7
Fee schedule: 0.35% to 1.00% a year
Custodians: Fidelity
Headquarters: 4001 Maple Avenue, Suite 290, Dallas, TX 75219
Phone: 469-373-3399
Website: requisitecm.com

No. 9 · RIA

Beaird Harris Wealth Management

Beaird Harris Wealth Management is an investment adviser based in Dallas, TX, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2.27 billion, as filed on 20 July 2026.

Beaird Harris Wealth Management charges 0.40%–1.00% a year for its Investment advisory and financial planning.

Regulatory AUM: $2.27B
Clients: 800
Advisory staff: 13
Founded: 1996
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX 75244
Phone: 972-503-1040
Website: bh-co.com

No. 10 · RIA

Ascentis Independent Advisors

Ascentis Independent Advisors is an investment adviser based in Dallas, TX, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.09 billion, as filed on 13 July 2026.

Regulatory AUM: $2.09B
Clients: 2,815
Advisory staff: 39
Founded: 2017
Custodians: Raymond James, Charles Schwab
Headquarters: 5001 Spring Valley Road, Suite 810w, Dallas, TX 75244
Phone: 866-273-1563
Website: ascentis.co

Questions about financial advisors in Dallas

How many financial advisor firms are headquartered in Dallas?

89 SEC-registered financial advisor firms report their principal office in Dallas, TX, managing $79.3B in regulatory assets between them. The other 190 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Dallas?

Integrated Advisors Network, with $5.52B in regulatory assets under management on its latest Form ADV. The next largest are True North Advisors ($5.42B) and Quotient Wealth Partners ($4.91B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Dallas?

The median firm manages $417M in regulatory assets. That is the midpoint of the 89 firms headquartered in Dallas.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Dallas charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.95% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Dallas?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Dallas has 89 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Dallas

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