List of the Largest Wealth Management Firms in North Texas (2026)

To be eligible for this list, firms must be independently owned and have an office in one of the following counties: Collin, Cooke, Dallas, Denton, Ellis, Hunt, Johnson, Kaufman, Parker, Rockwall, Tarrant, or Wise. We cannot independently verify the information provided by individual companies. In case of ties, companies are ranked by their total number of clients.

Business nameaddressphonewebsiteCompany employmentLocal employmentLocal assets managementAssets managed companyNumber of local clientsTop local executives
Westwood Wealth Management200 Crescent Ct. #1200, Dallas, TX 75201214-756-6900https://westwoodwealthmanagement.com1521241730000000017300000000935Brian Casey — CEO/president
Hightower Signature Wealth8411 Preston Rd. #700, Dallas, TX 75225972-934-2590https://hightowersignature.com763810269869393102698693931462Brian Hattendorf — Partner | Michael Hirsbrunner — Partner
Tolleson Wealth Management5500 Preston Rd. #250, Dallas, TX 75205214-252-3250https://tollesonwealth.com20918590460000009046000000203Pete Chilian — CIO/president | Carter Tolleson — CEO
Fisher Investments6500 International Pkwy., Plano, TX 75093800-550-1071https://fisherinvestments.com6452160184455647633865848631354643Damian Ornani — CEO | Justin Arbuckle — SVP-Institutional
Beacon Pointe Advisors6600 Snider Plz. #210, Dallas, TX 75205214-474-2190https://beaconpointe.com748577200000000550000000002600Matt Cooper — President
True North Advisors3131 Turtle Creek Blvd. #1300, Dallas, TX 75219214-360-7300https://truenorthadvisors.com676351800000005180000000889Scott Wood — CEO/co-founder | Mark Gehlbach — President/co-founder
Mercer Advisors8117 Preston Rd. #700, Dallas, TX 75225214-393-6138https://merceradvisors.com1500604350000000951000000002402David Reynolds — Managing partner
Captrust5950 Sherry Ln. #460, Dallas, TX 75225214-622-6020https://captrust.com18564932274861592939011614571203Barron Beal — Principal | John Pickett — SVP
Neuberger Berman Private Wealth200 Crescent Ct. #1800, Dallas, TX 75201214-775-4670https://nbprivatewealth.com290083200000000550000000000234Richard Szelc — Managing director
Wealth Partners Alliance12240 Inwood Rd. #200, Dallas, TX 75244972-331-1300https://wealthpartnersalliance.com3427274000000033210000001145David McBee — Managing partner | John Saalfield — Managing partner | Brittany Smith — Managing partner
SFMG Wealth Advisors3960 Dallas Pkwy. #400, Plano, TX 75093972-960-6460https://sfmg.com39392663484167.742663484167.74640Ryan Blair — President/managing director | Kevin Margolis — CEO/managing director
Requisite Capital Management4001 Maple Ave. #290, Dallas, TX 75219469-373-3399https://requisitecm.com11112425305366242530536640Bryn Talkington — Managing partner | Doug John — Managing partner
AlTi Tiedemann Global100 Crescent Ct. #500, Dallas, TX 75201214-855-2200https://alti-global.com5002123080000004930000000048Richard Joyner — Head of Central U.S. advisory | Colin Carter — Managing director
Beaird Harris5005 LBJ Fwy. #1700, Dallas, TX 75244972-503-1040https://bh-co.com212122500000002250000000649Paula Allgood — Managing partner
HFS Wealth Management8350 Meadow Rd. #181, Dallas, TX 75231214-346-0785https://hfs-wm.com303015600000001560000000420John Howard — Managing director
CD Wealth Management16400 Dallas Pkwy. #310, Dallas, TX 75248972-499-6280https://cdwealth.com13131505880921.831505880921.83430Scott Cohen — Founder/executive chairman | Ilona Friedman — CEO
Utter Pike & Dobbs Private Wealth Management Group of Wells Fargo Advisors6657 Virginia Pkwy. #200, McKinney, TX 75071800-876-8221https://utterpikedobbsprivatewealth.com8813383144801338314480985Nate Pike — Managing director | Gail Utter — Managing director | Juston Dobbs — Managing director
Versant Capital Management3838 Oak Lawn Ave. #900, Dallas, TX 75219972-634-0980https://versantcm.com2812935214617179634654483Elizabeth Shabaker — Co-CEO/CCO | Jennifer Kirksey — COO | Royce Ramey — Co-CEO/CIO
WPWealth640 Taylor St. #2200, Fort Worth, TX 76102817-259-9100https://wpwealth.com20198178848341163545472329Rebecca Sierp — CCO/director | Bill Weston — Partner
Adams Asset Advisors10670 N. Central Expwy. #470, Dallas, TX 75231214-360-74104480000000080000000050Steven Adams — Owner
CIBC Private Wealth US2121 N. Pearl St. #1230, Dallas, TX 75201214-743-8440https://wealth.us.cibc.com59715739320344.5499226897280152Brent Currier — Managing director | John Winslow — Managing director
Signal Securities700 Throckmorton St., Fort Worth, TX 76102817-877-4256https://signalsecurities.com38286860000006860000006400Chris Snow — CEO
Optima Asset Management8144 Walnut Hill Ln. #1180, Dallas, TX 75231972-726-0400https://optimaassetmgt.com33663426642663426642110Paul Lightfoot — President
FCA Corp.1515 8th Ave., Fort Worth, TX 76104817-984-3132https://fcacorp.com2051958700048155500021Ryan Scharar — President | Casey Kha — Wealth advisor
Lee Financial8350 N. Central Expy. #1800, Dallas, TX 75206972-960-1001https://leefin.com4242949100012918000265Christie Williams — President | William Luckey II — CFO
Corient5950 Sherry Ln. #600, Dallas, TX 75225214-360-7000https://corient.com4040218000000000Mark Griege — Managing partner | Joseph Nolan — Managing partner