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.
Talk to someone about my money
We start on Money, the need most people arrive with. Tap any of the 6 above to search something else.
RIA firm · Dallas, TX 75244 · Registered investment adviser · $2.3B AUM
CRD 107238 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $36.2B AUM
CRD 112319 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $24M AUM
CRD 131190 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $14M AUM
CRD 149602 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $2.0B AUM
CRD 149624 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $266M AUM
CRD 150264 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $120M AUM
CRD 158283 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $7M AUM
CRD 170548 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $417M AUM
CRD 281410 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $105M AUM
CRD 313328 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $175M AUM
CRD 315566 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser
CRD 317228 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser
CRD 318126 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $2.1B AUM
CRD 322879 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $212M AUM
CRD 329997 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $596M AUM
CRD 330923 · verify at the regulator
RIA firm · Farmers Branch, TX 75244 · Registered investment adviser · $0k AUM
CRD 338183 · verify at the regulator
RIA firm · Dallas, TX 75244 · Registered investment adviser · $3.9B AUM
CRD 338335 · verify at the regulator
RIA firm · Addison, TX 75001 · Registered investment adviser · $31M AUM
CRD 128472 · verify at the regulator
RIA firm · Addison, TX 75001 · Registered investment adviser · $228M AUM
CRD 144172 · verify at the regulator
RIA firm · Addison, TX 75001 · Registered investment adviser · $156M AUM
CRD 161129 · verify at the regulator
RIA firm · Addison, TX 75001 · Registered investment adviser · $270M AUM
CRD 161141 · verify at the regulator
RIA firm · Addison, TX 75001 · Registered investment adviser · $170M AUM
CRD 172217 · verify at the regulator
RIA firm · Addison, TX 75001 · Registered investment adviser · $174M AUM
CRD 291830 · verify at the regulator
Insurance · Dallas, TX 75240 · Private client insurance for successful families; high-value home, auto, umbrella
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 · State Farm · Dallas, TX 75205 · Home/auto — 4403 N Central Expy, Highland Park adjacent
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 · 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.