Dallas Financial Advisors Helping High-Net-Worth Clients Achieve Financial Serenity

Managing personal finances can be especially challenging for individuals with significant wealth.
If you have more than $10 million in liquid assets and are looking to build and preserve your financial legacy, working with a financial advisor in Dallas can offer the expertise and structure you need.

Many high-net-worth and ultra-high-net-worth individuals find that navigating complex financial risks and opportunities can become overwhelming without specialized guidance.
A financial advisor brings professional experience in wealth management, investment planning, and long-term financial strategy, helping you simplify decision-making and protect your assets for the future.

If you are considering partnering with a financial expert who understands your unique needs, learning how to choose the right advisor is a crucial first step.

The Top 10 Financial Advisors in Dallas, TX

According to SmartAsset.com, the following firms rank among the top financial advisors in Dallas. Rankings are based on assets under management (AUM), specialization in individual clients, advisor-to-client ratios, firm longevity, and preference for fee-only compensation structures.

1. Tolleson Private Wealth Management

Tolleson Private Wealth Management (TPWM) was founded in 2000 and operates as a multi-family office focused exclusively on ultra-high-net-worth families. It is wholly owned by Tolleson Wealth Management and majority-owned by the John Tolleson family.

Services Offered:
TPWM provides investment advisory services, financial planning, tax planning, estate planning, philanthropy advisory, cash management, bookkeeping, and family engagement solutions. Trustee and estate settlement services are available through its affiliate, Tolleson Private Bank. Clients often invest through the Tolleson Funds, private investment partnerships managed by the firm.

Fees:
Financial advisory fees typically range from 0.40% to 1.00% of assets under management, billed monthly or quarterly. Fixed annual fees may also be arranged, and minimum account size requirements usually start at $20 million, subject to waiver.

Investment Philosophy:
The firm emphasizes disciplined evaluation using both quantitative and qualitative methods, with investment decisions approved by TPWM’s Investment Committee. For fixed-income selections, considerations include issuer ratings, liquidity, and sector diversification.

As of December 31, 2022, TPWM managed approximately $7.6 billion in assets.

2. Level Four Advisory Services

Level Four Advisory Services (LFAS) has been SEC-registered since 2005 and is owned by Level Four Group, operated under Carr, Riggs & Ingram Capital, LLC.

Services Offered:
LFAS offers tailored financial planning and asset management services, including tax planning, retirement planning, and risk management. Clients are allowed flexibility in shaping investment selections based on individual financial objectives.

Fees:
Financial planning services may be charged hourly, with rates not typically exceeding $300 per hour. Asset management services are billed quarterly at rates up to 2.50% of assets under management. Consulting fees are negotiable and based on the complexity of the client’s circumstances.

Investment Philosophy:
LFAS allows its advisors to develop custom investment strategies or use firm-created model portfolios, categorized by goals such as capital preservation, income with moderate growth, or aggressive growth, depending on client preferences.

The firm manages approximately $3.7 billion in assets.

3. CH Investment Partners, LLC

Formed in 2019 following a reorganization of Crow Holdings Capital Partners, CH Investment Partners is led by Michael Silverman and Kirk Rimer.

Services Offered:
CH Investment Partners offers investment advisory, management, and consulting services to a wide array of clients, including family offices, charitable foundations, high-net-worth families, and institutional investors.

Fees:
Fees generally range from 0.50% to 0.60% of asset value annually, although alternate fee structures such as flat or performance-based fees are available for select clients, depending on account size and type.

Investment Philosophy:
The firm’s investment approach prioritizes appropriate diversification, liquidity matching investment strategies, alignment of interests, and thoughtful fee structuring to optimize outcomes for clients.

As of 2022, the firm managed approximately $4.4 billion in assets.

4. Texas Capital Bank Private Wealth Advisors

Texas Capital Bank Private Wealth Advisors (TCBPWA) is a division of Texas Capital Bank, a firm with $28 billion in total assets. TCBPWA serves high-net-worth families, business owners, foundations, and government entities.

Services Offered:
TCBPWA provides comprehensive wealth management, including financial planning, family governance consulting, and portfolio management tailored to each client’s evolving goals.

Fees:
For accounts under $5 million, portfolio management fees start at 1.25% for the first $1 million, decreasing incrementally. For larger portfolios, fees are reduced to 0.80% on the first $5 million, 0.60% on the next $5 million, and 0.50% thereafter.

Investment Philosophy:
The firm’s investment management process is guided by its “4R Process” — Risk Tolerance, Expected Returns, Ranked Indicators, and Review and Monitor — aimed at ensuring disciplined, evidence-based portfolio adjustments aligned with each client’s needs.

Texas Capital Bank Private Wealth Advisors manages approximately $2.8 billion in assets.

5. True North Advisors

True North Advisors, founded in 2000, prides itself on providing objective, non-product-tied financial advice to individuals, families, corporations, foundations, and estates.

Services Offered:
True North delivers integrated financial planning and investment management services. Advisors focus on assessing the client’s entire financial picture, modeling income needs, and structuring investment portfolios based on long-term financial objectives.

Fees:
Clients are typically charged fees ranging from 0.25% to 2.50% of assets under management, and a minimum portfolio size of $3 million is generally expected, though exceptions can be made.

Investment Philosophy:
True North follows a value-oriented, bottom-up investment philosophy. Their approach emphasizes rigorous due diligence starting at the individual security level, while incorporating passive strategies such as indexed ETFs where appropriate to enhance diversification and cost efficiency.

As of late 2022, True North Advisors oversaw approximately $2.3 billion in client assets.

6. Southern Wealth Management

Southern Wealth Management has provided financial advisory services since 2005. It is principally owned by Richard Jones, Thomas Gile, and Michael Olson, and currently manages approximately $1.2 billion in assets.

Services
Southern Wealth offers investment strategy, portfolio management, accounting, tax preparation, business valuation, and broader financial planning services. Clients include high-net-worth individuals, trusts, corporations, partnerships, retirement plans, and other legal entities. A minimum of $1 million in assets under management is generally required.

Fees
The annual fee for portfolio management ranges from 1.00% for assets up to $1 million, scaling down to 0.20% for assets exceeding $15 million. Fixed fees for financial planning and consulting range from $1,000 to $15,000, and hourly rates vary between $100 and $400. Given the minimum investment, the minimum annual fee is typically $10,000.

Investment Philosophy
Southern Wealth uses a combination of fundamental and cyclical analysis, quantitative optimization, and computer-based models to support investment recommendations. They also leverage third-party vendors and software for enhanced portfolio analysis.

7. Smith Anglin Financial (SAF), LLC

Smith Anglin Financial (SAF) has been operating as an investment advisory firm since 2007 and is principally owned by Steve Anglin, Weston Pollock, and Rex Moxley. The firm manages approximately $1.2 billion in assets.

Services
SAF offers comprehensive financial planning services covering retirement, education, insurance, estate, and tax planning. Clients include individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.

Fees
Clients may be charged fixed fees between $400 and $2,500, hourly fees ranging from $50 to $500, or percentage-based fees for investment management. Investment management fees typically range from 0.45% to 1.85% annually, billed quarterly.

Investment Philosophy
SAF relies primarily on fundamental analysis, focusing on company financials, management quality, and market position. Asset allocation strategies are driven by Modern Portfolio Theory principles, emphasizing diversification and efficient frontier modeling.

8. Lee Financial Company

Founded in 1975 by Richard R. Lee Jr., Lee Financial Company (LFC) is a Texas-based, fee-only advisory firm managing approximately $1.2 billion in assets.

Services
LFC provides a team-based approach to financial planning and investment management through its WholeVision process, which focuses on human, financial, fulfillment, and shared capital. The firm advises high-net-worth individuals, retirement plans, and families requiring transitional planning or foundation establishment.

Fees
Clients are charged either a calculated fee based on a percentage of their assets or a fixed fee based on service complexity, whichever is greater. Calculated fees range from 1.00% for portfolios under $10 million to 0.35% for portfolios above $30 million. LFC does not charge performance-based fees.

Investment Philosophy
LFC primarily uses long-term and short-term security purchase strategies. Asset allocation decisions take into account each client’s liquidity needs, risk tolerance, time horizons, tax considerations, and investment goals, while recommending assets such as separately managed accounts, mutual funds, ETFs, structured notes, and private investment vehicles.

9. Beaird Harris

Beaird Harris Wealth Management has operated since 1996 under the leadership of President Patrick Beaird. It is a fee-only SEC-registered advisory firm with $1.5 billion in assets under management.

Services
The firm offers broad financial planning services, including debt management, estate planning, cash flow planning, retirement income strategies, and investment management tailored to individual client objectives. Beaird Harris advises individuals, high-net-worth families, retirement plans, trusts, and charitable organizations.

Fees
Investment advisory and financial planning fees range from 1.00% for assets up to $1 million to 0.40% for assets exceeding $10 million. A minimum investment of $1 million is required, implying a minimum annual fee of $10,000.

Investment Philosophy
Beaird Harris bases its strategies on Modern Portfolio Theory, promoting broad diversification and asset class exposure to manage risk and optimize returns.

10. Guidestone Advisors

Guidestone Advisors is affiliated with Guidestone Financial Services and operates as an SEC-registered investment advisory firm.

Services
Guidestone Advisors primarily provides investment advisory services to retail investors and offers limited brokerage services focused on mutual funds from the Guidestone Funds family. Clients include individuals and institutions seeking diversified exposure across major asset classes.

Fees
Specific fee structures for investment advisory services are generally tied to assets under management, though Guidestone’s brokerage services focus on facilitating low-cost mutual fund investments.

Investment Philosophy
Guidestone’s investment philosophy centers on creating diversified, faith-based investment portfolios that align with ethical values, offering exposure across various asset classes without direct involvement in industries contrary to the firm’s core beliefs.

What Does it Mean to be a Financial Advisor?

As the name suggests, a financial advisor specializes in assisting clients with decisions related to their money, personal finances, and investments. These licensed professionals offer a broad range of services, including tax planning, investment management, retirement strategies, and estate planning.

A financial advisor may help optimize the performance of your portfolio by making strategic decisions that align with both your short-term and long-term goals. Their role includes minimizing financial risks and costs while identifying opportunities to maximize returns. In short, a financial advisor in Dallas focuses on applying proven strategies to protect assets and preserve wealth, aiming to achieve results without taking unnecessary risks.

For more insights on optimizing a high-net-worth portfolio, be sure to explore our in-depth guide.

Is a Financial Advisor Worth it?

Working with a financial advisor is one of the smartest decisions a high-net-worth or ultra-high-net-worth individual can make. After building substantial wealth, you may find it difficult to carve out the time—or may lack the specialized expertise—needed to manage your finances independently. Protecting your wealth requires a carefully curated, customized strategy designed to adapt over time. It’s more complex than it may seem, and making the right financial decisions often calls for expert guidance.

A well-structured financial plan can help you minimize risks, reduce unnecessary costs, and optimize your investments for long-term success. Partnering with an experienced financial advisor allows you to focus on living the life you envision while ensuring your assets are strategically managed.

Top Qualities of a Good Financial Advisor Dallas

Finding the right professional can significantly influence the success of managing your personal finances. You might wonder, “What makes a good financial advisor?”

The best financial advisors share a few important qualities. First, they take the time to assess your complete financial situation, discuss the challenges you face, and understand the goals you envision. They also clarify what steps they will take to enhance your portfolio’s performance and safeguard your wealth.

When interviewing financial advisors, it’s critical to ask about their approach to high-net-worth wealth management. Strategies that work for average investors often aren’t sufficient for affluent individuals. Your financial advisor should be able to explain how they will address the more complex risks you face and outline how they plan to protect and grow your wealth.

If you are looking to preserve a substantial portion of your assets for future generations, it’s essential to prioritize long-term financial security alongside portfolio performance. Investing strategically, with a mindset focused on stability and sustainability, will help you find a financial advisor in Dallas whose approach aligns with your vision.

Before choosing an advisor, it’s wise to understand the key shifts high-net-worth individuals should make when managing their wealth. For deeper insights, explore resources that cover the critical shifts affluent investors need to prioritize.

It’s Time to Find a Reliable Financial Advisor in Dallas

Managing your personal finances effectively requires the right expertise and a customized strategy that aligns with your long-term goals. Working with a qualified financial advisor in Dallas can help you identify challenges, address risks, and develop a personalized plan that protects and grows your wealth over time.

Whether you aim to preserve your assets for future generations, optimize your investment performance, or achieve financial serenity, partnering with the right advisor ensures you stay on track. A skilled advisor will bring years of experience and strategic insight to help you make sound financial decisions tailored to your specific needs.

When you are ready to move forward with confidence, take the next step and explore your options.