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Best Financial Advisors near Addison, Texas


To help Americans find the best financial advisors in Addison, Texas, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Addison, Texas.


1. Mercer Global Advisors
   (888) 565-1681
4851 Lyndon B. Johnson Freeway Suite 700, Dallas, Texas

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

2. Andco Consulting
   (844) 442-6326
5057 Keller Springs Road Suite 300 #35, Addison, Texas

Andco Consulting, registered in 2001, manages $306.1 million for 11 clients.

3. Redhawk Wealth Advisors
   (214) 810-5881
5057 Keller Springs Road Suite 300, Addison, Texas

Redhawk Wealth Advisors, registered in 2008, manages $1.1 billion for 1,525 clients.

4. Corda Investment Management
   (713) 439-0665
15660 N Dallas Pkwy Suite 430, Dallas, Texas

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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5. Forteris Wealth Management
   (972) 777-6910
13155 Noel Road Suite 830, Dallas, Texas

Forteris Wealth Management, registered in 1993, manages $112.9 million for 100 clients.

6. J.E. Simmons & Co.
   (972) 404-1040
15770 N. Dallas Parkway, Suite 150. Dallas, TX

J.E. Simmons & Co., registered in 1997, manages $138.5 million for 355 clients.

7. Stratford Consulting
   (972) 960-3780
15303 Dallas Parkway, Suite 460. Addison, TX

Stratford Consulting, registered in 2007, manages $619.2 million for 217 clients.

8. Relevance Capital Management
   (469) 914-0207
15455 Dallas Parkway Suite 775, Addison, Texas

Relevance Capital Management, registered in 2012, manages $262.9 million for 235 clients.

9. Paragon Capital Management
   (913) 451-6023
4100 Spring Valley Road 653, Dallas, Kansas

Paragon Capital Management, registered in 1998, manages $314.6 million for 200 clients.

10. Covenant
   (214) 361-4458
14643 Dallas Parkway, Suite 320, Dallas, Texas

Covenant, registered in 2010, manages $1.8 billion for 504 clients.

11. BKD Wealth Advisors
   (972) 702-8262
14241 Dallas Parkway Suite 1100, Dallas, Texas

BKD Wealth Advisors, registered in 1999, manages $3.2 billion for 1,517 clients.

12. Smith Anglin Financial
   (972) 267-1244
14755 Preston Road., Suite 700. Dallas, TX

Smith Anglin Financial, registered in 2007, manages $816.0 million for 886 clients.

13. Strategic Wealth Planning
   (214) 727-6000
14900 Landmark Blvd., Suite 460. Dallas, TX

Strategic Wealth Planning, registered in 2009, manages $102.8 million for 106 clients.

14. Fluent Financial
   (972) 852-4800
14800 Landmark Blvd., Suite 848. Dallas, TX

Fluent Financial, registered in 2014, manages $184.9 million for 323 clients.

15. Grimes & Company
   (508) 366-3883
5050 Quorum Drive Suite 700, Dallas, Texas

Grimes & Company, registered in 2000, manages $2.9 billion for 2,644 clients.

16. Financial Management Services
   (214) 505-1170
5200 Keller Springs, # 1225. Dallas, TX

Financial Management Services, registered in 2001, manages $191.5 million for 95 clients.

17. Guidestone Advisors
   (214) 720-6486
5005 Lbj Freeway, Ste. 2200. Dallas, TX

Guidestone Advisors, registered in 2009, manages $313.0 million for 365 clients.

18. Capital Advisory Group
   (972) 770-4840
5151 Belt Line Road, Suite 1250. Dallas, TX

Capital Advisory Group, registered in 2005, manages $151.8 million for 83 clients.

19. XO Wealth Management
   (972) 335-8000
Multiple Locations

XO Wealth Management, registered in 2015, manages $611.7 million for 371 clients.

20. XO Wealth Management
   (972) 335-8000
Multiple Locations

XO Wealth Management, registered in 2015, manages $611.7 million for 371 clients.



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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Summit Portfolio Management
   (702) 838-9999

Summit Portfolio Management, registered in 1994, manages $112.2 million for 111 clients.

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Top Cities for Texas


Addison, Texas Alief, Texas Austin, Texas Bellaire, Texas Carrollton, Texas Dallas, Texas Houston, Texas Plano, Texas Richardson, Texas UT, Texas

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