Monday , March 1 2021

Best Financial Advisors in Dallas

Best Financial Advisors in Dallas

Searching for best financial advisors in dallas 2021 is really challenging. After many hours of research, and review rating of many dallas financial advisor firms digitalive team pick best financial advisors in dallas , Texas, to help you during  COVID-19 crisis that best meets your needs, whether that’s getting ready for retirement or getting investment advice.

Now you dont need to wait to plan for your financial future plan no matter how much money you have they are best to help you out under your financial budget so you can maximize your money and select best financial plan for your future.

Here IS list of 7 best financial advisors in dallas .

Rank Best Financial Advisors in Dallas Best Services For
1 Tolleson Private Wealth Management
  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Investment due diligence and monitoring
2 edwardjones
  • Wealth Management
  • Retirement & College Savings
  • Stocks, Bonds & Mutual Funds
  • Cash & Credit
  • Insurance & Annuities
  • Business Owners
3 RGT Wealth Advisors
  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Bill processing services
  • Divorce consulting
4 Edelman financial engines
  • Career Advice
  • Personal Finances
  • Family Matters
  • Retirement Planning
5 CH Investment Partners, LLC
  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Business consulting
6 Heritage financial planning
  • financial planning for retirement
  • Insurance need Analysis
  • Tax Planning
  • Asset Allocation
  • Investment Policy Statements
7 Southern Wealth Management, LLP
  • Financial planning
  • Portfolio management for individuals and/or small businesses
  • Pension consulting 
  • Selection of other advisos (including private fund managers)
  • Consulting
  • Accounting and tax preparation
                             best financial advisors in dallas

#1 Best Financial Advisors In Dallas

Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking –help you even Investing during this global pandemic has provided an opportunity to improve our research processes in ways we could not have imagined a year ago. It is energizing to see their  investment team’s curiosity, initiative, and hard work each day. If you have any questions regarding your portfolio, please reach out to your advisor.

overall Rating
5/5
  • Assets Under Management

$6,630,904,897

  • Number of Advisors

63

  • Time in Business

Founded in 1997

  • Fee Structure

Fee-only

  • Office Location

5500 Preston Road

Suite 250

Dallas, TX 75205

  • Website

https://www.tollesonwealth.com

 

#2 Best Financial Advisors In Dallas

As an Edward Jones financial advisor,  it’s important to invest advisor  time to understand what you’re working toward before you invest your money. 

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, they  work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, they’re dedicated to providing you top-notch client service.

Cameron D BlairAAMS®

overall Rating
5/5

financial advisor edward jones

  • Assets Under Management

$1.3 trillion

 

  • Number of Advisors

19000

  • Time in business 

founded in 1922

  • Branch Team

Cameron D Blair

Terri Center

Sr. Branch Office Administrator

 

  • Office Location

1722 Routh St Suite 750DallasTX 75201

  • Website

https://www.edwardjones.com

#3 Best Financial Advisors In Dallas

RGT Wealth Advisors

Rgt begins with a personal approach to wealth management. They develop tailored plans with objective recommendations. The first step on the path to getting where you want to go starts with an honest conversation. And once they determine the right direction together.

overall Rating
5/5
  • Assets Under Management

$4,335,439,040

  • Number of Advisors

35

  • Time in Business

Founded in 1985

  • Fee Structure

Fee-only

Office Location

5950 Sherry Lane

Suite 600

Dallas, TX 75225\

tel:1-214-750-3672

  • Website

http://rgtadvisors.com/

 

#4 Best Financial Advisors In Dallas

Edelman Financial Engines is America’s largest independent investment advisory firm2, ranked #1 for quality in 2021. In addition to serving more than 1.3 million clients across the country. their our experienced advisors offer comprehensive financial advice and investment management services in the Dallas area.

overall Rating
5/5
  • Assets Under Management

200+ billion 

  • Number of Advisors

320+

 

  • Time in Business

founded in 1986

  • Fee Structure

fee only 

  • Office Location
Located in: Fischer
Address13727 Noel Rd Tower 2, Suite 1075, Dallas, TX 75240
 
Hours
 

CALL (888) PLAN-RIC

  • Website

www.edelmanfinancialengines.com

#5 Best Financial Advisors In Dallas

CH Investment Partners is an investment advisor to ultra-high net worth families. Originally Crow Holdings Capital – Investment Partners, CH Investment Partners operates through a highly aligned model, using a cooperative approach for the benefit of a select group of families nationwide. 

they offer their partner families a selection of actively managed opportunistic investment strategies which aim to achieve returns consistent with their goals and objectives. Each asset class has been chosen specifically for the ultra-high net worth channel through decades of experience and research.

overall Rating
5/5
  • Assets Under Management

$3,575,237,572

  • Number of Advisors

20

  • Time in Business

Founded in 2019

  • Fee Structure

Fee-only

  • Office Location

3953 Maple Avenue

Suite 250

Dallas, TX 75219

  • Website

https://www.chinvestments.com…

 

#6 Best Financial Advisors In Dallas

They are actual fiduciaries, not just salespeople masquerading as money experts. As fiduciaries, they  have a legal obligation to put their  clients’ best interests first. Another crucial feature of Heritage Financial Planning is that they are a fee-only advisor. they also know as a best financial advisors  dallas online firm . Money management and peace of min in dallas HERITAGE FINANCIAL PLANNING

Tom Clark

SOCIAL SECURITY SPECIALIST

overall Rating
5/5
  • Assets Under Management

$ 5 Billion

  • Number of Advisors

14 financial advisors

  • Time in Business

2005

  • Fee Structure

fee charge 

  • Office Location

DALLAS

Phone:  214-446-2100

10440 North Central Expressway
Suite 1120
Dallas, TX 75231

  • Website

www.heritagefinancialplanning.com

#7 Best Financial Advisors In Dallas

Because trust is a precious currency. they help you to bringing a full complement of Seven Core Disciplines to your planning table. they allowing stewardship of the planning itself to be a daily behavior, not a quarterly or annual one. Relevant o all buyers, allowing second- and third-generation family members to proactively be provided with the same individual attention and robust planning as their parents.

overall Rating
5/5
  • Assets Under Management

$3,118,522,059

  • Number of Advisors

30

  • Time in Business

Founded in 2005

  • Fee Structure

Fee-based; broker-dealer and insurance commissions

  • Office Location

5005 LBJ Freeway

Suite 1313

Dallas , TX 75244

  • Website

http://www.southernwealth.com…

our team picks top 15 best financial advisors in nyc 

FAQ

Most frequent questions and answers

Because of covid -19 many financial advisors doing work remotely.Many work from home offices or check in regularly at their workplace headquarters. 

Financial advisor interview so they should know what kind of person you are, such as “Why do you want to be a financial advisor?” 

The average salary for a Financial Advisor Edward Jones in united state  is approximately $54,521, which is 19% below the national average.

Their fee percentage depend on their assets under management (AUM). For example, if you have  rs 2 crore to a fee-based financial advisor to manage, then he may charge an annual fee of 1% to 2% (Rs 2 lakh to Rs 3 lakh in this case) 

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