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# Best Financial Advisors in Dallas, TX - DallasTopRated.com

[DallasTopRated.com](/)

Proudly serving **Plano, Frisco, Highland Park, Richardson, McKinney, Irving** and the greater Dallas area. **Made for The Lone Star State.**

[DallasTopRated](/) / Financial Advisors

# Best financial advisors in Dallas, TX

Verified Dallas financial advisors for wealth management, retirement planning, estate and tax strategy - serving Plano, Frisco, Highland Park, Richardson, McKinney, Irving and beyond.

Rankings updated November 2026 from Google ratings and review volume - not paid placement

Maya, the Top Rated AI concierge

Maya is on now

## Have Maya call you.

Pick your trade and Maya texts you from (813) 454-0813. Reply YES and the call comes in about a minute: you play the customer and hear how an AI answers the front desk for a Dallas business like yours. It is a demo, and it also covers After Hours AI, the service behind these agents.

Talk with Maya now

[or text her at (813) 454-0813](sms:+18134540813)

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## How to pick a financial advisor in Dallas

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

Searching for financial advisors near me in Dallas? Everyone ranked below serves Dallas and the surrounding neighborhoods, including Plano, Frisco, Highland Park, Richardson, McKinney, Irving. Check the address and service area on a listing before you call, because the closest one is not always the one a search engine puts first.

How we rank these Dallas businesses

Today this order comes from public Google ratings and review volume, and nothing else.

- **A quality floor.** At least a 4.0 rating and 15 or more reviews to be listed at all.

- **Confidence, not just stars.** A thin rating gets pulled toward the typical rating for its own category, in proportion to how few reviews back it up; a well-reviewed rating is trusted almost entirely as is. A 4.9 from 7 reviews is a weaker claim than a 4.5 from 890, and the order says so.

- **Recent counts for more.** A five star review from four years ago is not evidence about the crew working today.

- **One customer, one voice,** and a burst of reviews in a single day counts for less than the same reviews earned over a month.

- **Local means local.** A business has to actually serve Dallas to be listed here. We measure the distance from the business to the city and drop the ones that are really in another market, which is why you will not see a clinic an hour away sitting above the one down the road.

- **The ranked order is not for sale.** No business can pay to move up in the numbered list. Every position in it is earned on public ratings and review volume and nothing else.

- **Featured is a labelled spotlight, not a rank.** The starred card above the rankings is reserved for businesses that have recently joined Top Rated. A new client can be excellent and still have a short review history, and the numbers alone would bury them for months, so the spotlight gives them visibility while that history builds. It carries no position number, it never moves anyone in the numbered list below it, and it is clearly marked every time it appears. We also rotate it: promotions and seasonal events cycle different clients through the slot, so it is a turn in the spotlight rather than a permanent purchase.

**What is changing.** We are adding a second signal: reviews left here by customers whose job we can actually trace. It is built and published below so you can see it before it counts, and it is not part of the order yet. A review will count more when we can prove the job happened, not because it was left on our site.

How much each kind of review counts

- 1.6x**Verified job**

A Top Rated review from a customer whose job we can trace: we brokered the lead, the work was booked, and the review came after the job.

- 1.2x**Verified account**

A Top Rated review from a real, signed-in account that we cannot tie to a specific job.

- 1x**Google**

A public Google review. This is the baseline and it is not discounted.

- 0x**Unverified**

Anything we cannot stand behind. Shown if we show it, counts for nothing.

Still curious? [The full methodology](/methodology/) and [the FAQ](/faq/).

## The full Dallas ranking

Show independents only

1

[GDS Wealth Management Independent · Locally Owned](/biz/gds-wealth-management/)

★★★★★ 5 · 207 Google reviews · 2910 Lakeside Village Blvd

[View profile](/biz/gds-wealth-management/) [Call](tel:+14692128072) [Website](https://www.gdswealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

2

[DHL Wealth Management Independent · Locally Owned](/biz/dhl-wealth-management/)

★★★★★ 5 · 81 Google reviews · 2435 N Central Expy Suite 775

[View profile](/biz/dhl-wealth-management/) [Call](tel:+18004028862) [Website](https://www.dhlwealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

3

[Dawson Private Wealth Independent · Locally Owned](/biz/dawson-private-wealth/)

★★★★★ 5 · 74 Google reviews · 333 E Bethany Dr Ste I120

[View profile](/biz/dawson-private-wealth/) [Call](tel:+14697959231) [Website](https://www.raymondjames.com/dawsonprivatewealth/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

4

[Mills Wealth Advisors Independent · Locally Owned](/biz/mills-wealth-advisors/)

★★★★★ 5 · 63 Google reviews · 1207 S White Chapel Blvd #150

[View profile](/biz/mills-wealth-advisors/) [Call](tel:+18175917022) [Website](https://www.millswealthadvisors.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

5

[Creme Wealth - Plano Financial Planner Independent · Locally Owned](/biz/creme-wealth-plano-financial-planner/)

★★★★★ 5 · 61 Google reviews · 5550 Granite Pkwy Ste 270

[View profile](/biz/creme-wealth-plano-financial-planner/) [Call](tel:+14698292949) [Website](https://www.cremewealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

6

[North Texas Wealth Management Independent · Locally Owned](/biz/north-texas-wealth-management/)

★★★★★ 5 · 56 Google reviews · 790 S Watters Rd #100

[View profile](/biz/north-texas-wealth-management/) [Call](tel:+19728403764) [Website](http://www.ntxwealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

7

[Chessman Wealth Strategies Independent · Locally Owned](/biz/chessman-wealth-strategies/)

★★★★★ 5 · 45 Google reviews · 7557 Rambler Rd #1010

[View profile](/biz/chessman-wealth-strategies/) [Call](tel:+12145722120) [Website](http://www.chessmanwealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

8

[Joe Dowdall - Worth Asset Management Independent · Locally Owned](/biz/joe-dowdall-worth-asset-management/)

★★★★★ 5 · 42 Google reviews · 17855 Dallas Pkwy #150

[View profile](/biz/joe-dowdall-worth-asset-management/) [Call](tel:+14694231989) [Website](https://joedowdall.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

9

[Ivy Wealth Independent · Locally Owned](/biz/ivy-wealth/)

★★★★★ 5 · 36 Google reviews · 14241 Dallas Pkwy Suite 1200

[View profile](/biz/ivy-wealth/) [Call](tel:+12252055600) [Website](http://www.ivy-wealth.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

10

[Third Act Wealth Management, LLC Independent · Locally Owned](/biz/third-act-wealth-management-llc/)

★★★★★ 5 · 34 Google reviews · South Building

[View profile](/biz/third-act-wealth-management-llc/) [Call](tel:+12147642095) [Website](http://thirdactwm.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

11

[OpenAir Advisers Independent · Locally Owned](/biz/openair-advisers/)

★★★★★ 5 · 31 Google reviews · 17000 Dallas Pkwy Ste. 102

[View profile](/biz/openair-advisers/) [Call](tel:+12142336059) [Website](http://www.openairadvisers.com/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

12

[Beacon Pointe Advisors](/biz/beacon-pointe-advisors/)

★★★★★ 5 · 25 Google reviews · 6600 Snider Plaza Ste 210

[View profile](/biz/beacon-pointe-advisors/) [Call](tel:+12144742190) [Website](https://beaconpointe.com/financial-advisors/tx/dallas/?utm_source=topratedcities&utm_medium=referral#bmtx)

Unclaimed - is this yours?

13

[Chase Gorman - Edelman Financial Engines Independent · Locally Owned](/biz/chase-gorman-edelman-financial-engines/)

★★★★★ 5 · 22 Google reviews · 13727 Noel Rd Tower 2

[View profile](/biz/chase-gorman-edelman-financial-engines/) [Call](tel:+14699195339) [Website](https://www.edelmanfinancialengines.com/financial-planner.Chase.Gorman.582/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

14

[Opus Wealth Management Independent · Locally Owned](/biz/opus-wealth-management/)

★★★★★ 5 · 15 Google reviews · 5301 Alpha Rd Ste 80

[View profile](/biz/opus-wealth-management/) [Call](tel:+12144532697) [Website](https://opuswealth.net/?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

15

[Wisniewski Wealth Management Independent · Locally Owned](/biz/wisniewski-wealth-management/)

★★★★ 4.3 · 17 Google reviews · 5005 Lyndon B Johnson Fwy Ste 335

[View profile](/biz/wisniewski-wealth-management/) [Call](tel:+19729658261) [Website](https://www.erdocadvisor.com/about?utm_source=topratedcities&utm_medium=referral)

Unclaimed - is this yours?

Ratings and review counts sourced from Google. Businesses shown are the highest-rated in Dallas; owners can claim and verify their listing free.

## Financial Advisors in Dallas: common questions

### Who are the best financial advisors in Dallas?

Based on Google ratings and review volume as of November 2026, the top rated financial advisors in Dallas are GDS Wealth Management, DHL Wealth Management, Dawson Private Wealth. See the live ranked list, ratings, and contact details on this page.

### How do I find financial advisors near me in Dallas?

Every company ranked on this page serves Dallas and the surrounding area, including Plano, Frisco, Highland Park, Richardson, McKinney, Irving. Open any listing for its address, phone number and service area, then call the two or three closest to you. Distance is worth checking yourself: the nearest financial advisor is not automatically the best one, so this page ranks on rating and review volume first and leaves proximity to you.

### How do I choose a financial advisor in Dallas?

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

National resources

Useful national platforms for this category. These are not ranked listings: no ratings are involved and placement cannot be bought into the rankings above.

[wealth.comOnline estate planning: wills, trusts and beneficiaries, built with advisors](https://www.wealth.com/)

## Are you a top-rated Dallas pro?

Listings and claims are free. Early claimants receive Premium at no charge, a $297 value, after confirmation. No purchase is required.

[Claim your free listing](#)

Prefer to talk? Call or text the Top Rated directory on [(813) 454-0813](tel:+18134540813). This is our number, not the number of any business listed here.

Related in Dallas: [Chiropractic](/chiropractic/) · [Acupuncture](/acupuncture/) · [Physical Therapy](/physical-therapy/) · [Roofing](/roofing/)