24 financial advisors & firms and 21 insurance agents verified near Dallas, TX โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $9.3B AUM
CRD 111838 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $757M AUM
CRD 133361 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $443M AUM
CRD 166351 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $260M AUM
CRD 170956 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $5.5B AUM
CRD 171991 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $213M AUM
CRD 174253 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $116M AUM
CRD 283774 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $218M AUM
CRD 283784 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $901M AUM
CRD 289948 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $23M AUM
CRD 290726 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $440M AUM
CRD 306574 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $857M AUM
CRD 317664 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $407M AUM
CRD 325161 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $7M AUM
CRD 330589 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $915k AUM
CRD 333660 ยท verify at the regulator
RIA firm ยท Dallas, TX 75205 ยท Registered investment adviser ยท $3M AUM
CRD 335174 ยท verify at the regulator
Advisor ยท Morgan Stanley ยท Dallas, TX ยท Retirement, estate and customized investment strategies for Park Cities families
Advisor ยท Morgan Stanley ยท Dallas, TX ยท Wealth management for HNW families and institutions
Advisor ยท Morgan Stanley ยท Dallas, TX ยท Wealth management, Park Cities/Preston Center market
Advisor ยท Morgan Stanley ยท Dallas, TX ยท Multi-generational wealth management
Advisor ยท Morgan Stanley ยท Dallas, TX ยท Wealth management; Highland Park community ties (Park Cities Quail, HPUMC)
Advisor ยท UBS ยท Dallas, TX ยท HNW wealth management; Barron's Top 250 Private Wealth Teams (2025)
Advisor ยท UBS ยท Dallas, TX ยท UHNW individuals, families and entrepreneurs; 30+ yrs experience
Advisor ยท Wells Fargo Advisors ยท Dallas, TX ยท Branch advisor team serving Highland Park/University Park
Insurance ยท State Farm ยท Dallas, TX 75205 ยท Home/auto โ 4403 N Central Expy, Highland Park adjacent
Insurance ยท Dallas, TX ยท High-value home insurance for Highland Park/University Park; $750k+ dwelling specialists
Insurance ยท Dallas, TX ยท Private client placement (Chubb) for Highland Park estates, art, collections
Insurance ยท Dallas, TX ยท Home, auto and business insurance for Dallas families
Insurance ยท Dallas, TX ยท Private client: vacation homes, fine art, jewelry, claims advocacy
Insurance ยท Dallas, TX ยท High-value homeowners (Chubb, AIG, Cincinnati) across Texas metros
Insurance ยท Allstate ยท Dallas, TX ยท Auto/home โ serves University Park, Highland Park, Preston Hollow
Insurance ยท State Farm ยท Dallas, TX 75209 ยท Home/auto โ Mockingbird Ln; serves Preston Hollow since 2005
Insurance ยท State Farm ยท Dallas, TX 75209 ยท Home/auto โ 5600 W Lovers Lane
Insurance ยท Farmers ยท Dallas, TX 75209 ยท Home/auto โ 4807 W Lovers Ln
Insurance ยท State Farm ยท Dallas, TX 75225 ยท Home/auto โ 8201 Preston Rd, Preston Hollow/University Park
Insurance ยท State Farm ยท Dallas, TX 75225 ยท Home/auto โ 8226 Douglas Ave
Insurance ยท Dallas, TX 75240 ยท Private client insurance for successful families; high-value home, auto, umbrella
Insurance ยท Southlake, TX 76092 ยท Home and auto coverage for Southlake households
Insurance ยท Southlake, TX 76092 ยท Personal and business insurance; market-shopping for best coverage
Insurance ยท Southlake, TX 76092 ยท Home, auto, life and specialty insurance tailored to Southlake
Insurance ยท Southlake, TX 76092 ยท Home/auto quotes for Southlake, Grapevine, Keller, DFW (hail corridor)
Insurance ยท State Farm ยท Southlake, TX 76092 ยท Home/auto โ E Southlake Blvd
Insurance ยท State Farm ยท Southlake, TX 76092 ยท Home/auto โ 700 E Southlake Blvd
Insurance ยท Allstate ยท Southlake, TX 76092 ยท Auto/home for Southlake
Insurance ยท Farmers ยท Southlake, TX 76092 ยท Home/auto/life โ 190 W Highway 114
Verified advisors and insurance agents in the places closest to Dallas, TX.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing โ always confirm licensure directly with the regulator.