24 financial advisors & firms and 21 insurance agents verified near Dallas, TX — every one cited to the regulator, claimable and removable by the person named.
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Advisor · Merrill Lynch · Dallas, TX 75206 · Team formed 1998; wealth management for Dallas families
Advisor · Merrill Lynch · Dallas, TX 75206 · Wealth management near Park Cities
Advisor · Merrill Lynch · Dallas, TX 75206 · Customized strategies for wealthy families and foundations
RIA firm · Dallas, TX 75206 · Registered investment adviser · $91M AUM
CRD 105392 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $1.7B AUM
CRD 105910 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $30M AUM
CRD 110192 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $125M AUM
CRD 114263 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $1.8B AUM
CRD 131517 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $219k AUM
CRD 136654 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $6M AUM
CRD 142363 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $1.5B AUM
CRD 149548 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $36.4B AUM
CRD 156078 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $396M AUM
CRD 157832 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $35.7B AUM
CRD 160000 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $230M AUM
CRD 161964 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $563M AUM
CRD 170237 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $105M AUM
CRD 292923 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $17M AUM
CRD 299823 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser
CRD 300367 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $139M AUM
CRD 306662 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $686k AUM
CRD 316410 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $14M AUM
CRD 321126 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $9M AUM
CRD 325837 · verify at the regulator
RIA firm · Dallas, TX 75206 · Registered investment adviser · $555M AUM
CRD 328627 · verify at the regulator
Insurance · Dallas, TX · High-value home insurance for Highland Park/University Park; $750k+ dwelling specialists
Insurance · Dallas, TX · Private client placement (Chubb) for Highland Park estates, art, collections
Insurance · Dallas, TX · Home, auto and business insurance for Dallas families
Insurance · Dallas, TX · Private client: vacation homes, fine art, jewelry, claims advocacy
Insurance · Dallas, TX · High-value homeowners (Chubb, AIG, Cincinnati) across Texas metros
Insurance · Allstate · Dallas, TX · Auto/home — serves University Park, Highland Park, Preston Hollow
Insurance · State Farm · Dallas, TX 75205 · Home/auto — 4403 N Central Expy, Highland Park adjacent
Insurance · State Farm · Dallas, TX 75225 · Home/auto — 8201 Preston Rd, Preston Hollow/University Park
Insurance · State Farm · Dallas, TX 75225 · Home/auto — 8226 Douglas Ave
Insurance · State Farm · Dallas, TX 75209 · Home/auto — Mockingbird Ln; serves Preston Hollow since 2005
Insurance · State Farm · Dallas, TX 75209 · Home/auto — 5600 W Lovers Lane
Insurance · Farmers · Dallas, TX 75209 · Home/auto — 4807 W Lovers Ln
Insurance · Dallas, TX 75240 · Private client insurance for successful families; high-value home, auto, umbrella
Insurance · Southlake, TX 76092 · Home and auto coverage for Southlake households
Insurance · Southlake, TX 76092 · Personal and business insurance; market-shopping for best coverage
Insurance · Southlake, TX 76092 · Home, auto, life and specialty insurance tailored to Southlake
Insurance · Southlake, TX 76092 · Home/auto quotes for Southlake, Grapevine, Keller, DFW (hail corridor)
Insurance · State Farm · Southlake, TX 76092 · Home/auto — E Southlake Blvd
Insurance · State Farm · Southlake, TX 76092 · Home/auto — 700 E Southlake Blvd
Insurance · Allstate · Southlake, TX 76092 · Auto/home for Southlake
Insurance · Farmers · Southlake, TX 76092 · Home/auto/life — 190 W Highway 114
Verified advisors and insurance agents in the places closest to Dallas, TX.
Every listing is either public record, cited and dated, or the professional's own claim, verified with their regulator. We never bulk-copy restricted registries, we never list anyone against their wishes, and we remove on request. A directory is not advice: confirm a licence with the regulator before you rely on it.