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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RIA firm · Dallas, TX 75205 · Registered investment adviser · $9.3B AUM
CRD 111838 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $757M AUM
CRD 133361 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $443M AUM
CRD 166351 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $260M AUM
CRD 170956 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $5.5B AUM
CRD 171991 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $213M AUM
CRD 174253 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $116M AUM
CRD 283774 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $218M AUM
CRD 283784 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $901M AUM
CRD 289948 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $23M AUM
CRD 290726 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $440M AUM
CRD 306574 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $857M AUM
CRD 317664 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $407M AUM
CRD 325161 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $7M AUM
CRD 330589 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $915k AUM
CRD 333660 · verify at the regulator
RIA firm · Dallas, TX 75205 · Registered investment adviser · $3M AUM
CRD 335174 · verify at the regulator
Advisor · Morgan Stanley · Dallas, TX · Retirement, estate and customized investment strategies for Park Cities families
Advisor · Morgan Stanley · Dallas, TX · Wealth management for HNW families and institutions
Advisor · Morgan Stanley · Dallas, TX · Wealth management, Park Cities/Preston Center market
Advisor · Morgan Stanley · Dallas, TX · Multi-generational wealth management
Advisor · Morgan Stanley · Dallas, TX · Wealth management; Highland Park community ties (Park Cities Quail, HPUMC)
Advisor · UBS · Dallas, TX · HNW wealth management; Barron's Top 250 Private Wealth Teams (2025)
Advisor · UBS · Dallas, TX · UHNW individuals, families and entrepreneurs; 30+ yrs experience
Advisor · Wells Fargo Advisors · Dallas, TX · Branch advisor team serving Highland Park/University Park
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 · 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 75225 · Home/auto — 8201 Preston Rd, Preston Hollow/University Park
Insurance · State Farm · Dallas, TX 75225 · Home/auto — 8226 Douglas Ave
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.