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Finding the right financial advisor can make all the difference when it comes to building wealth, protecting assets, and planning for retirement. Dallas, Texas, is home to a wide range of experienced financial advisors and wealth management firms that offer services tailored to your unique financial needs.
Whether you’re a high-net-worth individual, business owner, or someone preparing for retirement, this list of top financial advisors in Dallas can help guide your search.
- 22 One Advisors
- 360 Wealth Planners
- Ackerman Capital Management
- Adams Wealth Management
- Allbright Financial Advisors
- ARC: Advisor Resource Council
- Arden Trust Company
- Century Bridge Partners
- Cetera Advisor Networks – Values Wealth Management
- Cetera Advisor Networks LLC – DFW Financial Network
1. 22 One Advisors
Phone: (972) 663-7270
Email: david.test@nm.com
Address: 5420 Lyndon B Johnson Fwy #1300, Dallas, TX 75240
Website: 22oneadvisors.com
22 One Advisors is a boutique financial planning firm operating as an office of Northwestern Mutual. Based in Dallas, they specialize in aligning clients’ financial strategies with their core values and long-term goals. Co-Founders Kyle Phelps Wick and Loren Hsiao lead a seasoned team that emphasizes legacy-driven planning.
In January 2025, Forbes ranked them #53 on the Best-In-State Wealth Management Teams list for Texas – Dallas, a testament to their client-focused approach and financial expertise.
2. 360 Wealth Planners
Phone: (972) 421-1374
Email: bday@lpl.com
Address: 15110 Dallas Pkwy #500, Dallas, TX 75248
Website: 360wealthplanners.com
360 Wealth Planners offers holistic wealth management services that extend beyond investment management. Led by founder Brandon Day, the firm integrates personal and business planning with personal CFO services.
Affiliated with the Advisor Resource Council (ARC), a Forbes-recognized RIA firm, they are committed to helping clients simplify their financial lives and make strategic decisions with clarity.
3. Ackerman Capital Management
Phone: (972) 421-1374
Email: bday@lpl.com
Address: 15110 Dallas Pkwy #500, Dallas, TX 75248
Website: ackermancapital.com
Ackerman Capital Management focuses on personalized financial planning and investment strategies designed for individuals, families, and businesses. Their specialties include retirement planning, estate strategies, and custom portfolio management.
By fostering long-term relationships, they help clients stay focused on their goals with a high level of trust and transparency.
4. Adams Wealth Management
Phone: (214) 446-0977
Email: clint.adams@adams-wealth.net
Address: 17950 Preston Rd Suite 350, Dallas, TX 75252
Website: adamswealthmanagement.net
Clint Adams, CFP®, CDFA®, leads Adams Wealth Management with a strong emphasis on individualized financial strategies. Their team-based approach ensures each advisor delivers focused expertise, whether it’s investment management, retirement planning, or divorce-related financial guidance.
Clint has been recognized as a Five Star Wealth Manager for 10 consecutive years (2012–2021), highlighting the firm’s commitment to client service and professionalism.
5. Allbright Financial Advisors
Phone: (214) 691-5900
Email: info@jvmafinancial.com
Address: 4849 Greenville Ave #1520, Dallas, TX 75206
Website: jvmafinancial.com
Allbright Financial Advisors is a respected Dallas-based firm offering customized financial planning and investment solutions. They focus on building and preserving wealth through a mix of strategic planning and hands-on advisory support.
Known for their client-centric approach, the firm provides services to individuals and businesses looking for a dependable, long-term financial partner.
6. ARC: Advisor Resource Council
Phone: (972) 421-1360
Email: sara.ambrose@lpl.com
Address: 15110 Dallas Pkwy #500, Dallas, TX 75248
Website: advisorresourcecouncil.com
Founded in 2012, Advisor Resource Council (ARC) is an independent RIA serving over 80 elite advisors across seven states, with more than $3 billion in assets under advisement. Their platform supports advisors through technology, compliance, and business development resources.
Co-founder Brandon Day was appointed President in 2024, setting the stage for the firm’s next phase of strategic growth and innovation.
7. Arden Trust Company
Phone: (217) 483-7109
Email: erika.eckert@ardentrust.com
Address: 13355 Noel Rd #1010, Dallas, TX 75240
Website: ardentrust.com
Arden Trust Company offers fiduciary trust and estate services with a focus on legacy preservation. As a subsidiary of Kestra Holdings, they work with both individual clients and financial professionals nationwide.
From personal trust administration to philanthropic management, their Dallas office provides the insight and experience needed for managing complex wealth transitions.
8. Century Bridge Partners
Phone: (214) 270-2121
Email: tsong@centurybridge.com
Address: 100 Crescent Ct #450, Dallas, TX 75201
Website: centurybridge.com
Century Bridge Capital is a global investment firm with offices in Dallas and Beijing. The firm partners with Chinese real estate developers to fund middle-class residential projects in China’s urban centers.
Their cross-border team brings a mix of real estate, private equity, and financial acumen, offering clients strategic opportunities in international markets.
9. Cetera Advisor Networks – Values Wealth Management
Phone: (972) 248-9012
Email: adriggers@ceteranetworks.com
Address: 12221 Merit Dr #1725, Dallas, TX 75251
Website: valueswealthmgt.com
Led by Andy Driggers, Values Wealth Management integrates faith-based principles into financial planning. Their approach combines spiritual values with practical strategies for investing, estate planning, retirement, and insurance.
Clients seeking a biblical perspective on wealth and stewardship will find a values-aligned partner in this Cetera-affiliated firm.
10. Cetera Advisor Networks LLC – DFW Financial Network
Phone: (972) 248-9012
Email: campw@ceteranetworks.com
Address: 12221 Merit Dr #1725, Dallas, TX 75251
Website: dfwfinancialnetwork.com
DFW Financial Network, under the leadership of Wesley M. Camp, MBA, CFP®, provides comprehensive financial services including wealth accumulation, protection, and distribution strategies.
With a focus on proactive, customized planning, the firm helps clients navigate all stages of wealth management, from investment allocation to retirement planning and legacy solutions.
With a wide range of experienced professionals and trusted firms, Dallas is home to some of the most respected names in financial planning and wealth management. If you’re seeking a partner to help navigate complex financial decisions or long-term planning, consider the advisors listed above.
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