John Wucinski, Cpa, CFP
“She provided fast and efficient service and I intend on coming back next year.”
Best Financial Advisors in Dallas, TX
18 firms listed · all 18 in Dallas · 3 open weekends · 16 rated 4.5+
Data verified October 21, 2026
Chessman Wealth Strategies
“We meet annually to review my accounts and agree on suggestions before making final decisions.”
Third Act Wealth Management
“Nick is a very comprehensive planner, covering all aspects of wealth planning in a meticulous manner, he listens, and makes the extra effort to tailor his recommendations to individual needs and circumstances.”
Edwards & Associates
“They are so willing to work with us on anything and be available by phone for any questions we have.”
McGowan Group Asset Management
“Thank you for being so successful it's inspirational”
Openair Advisers
“Having Jon and his team with Open Air manage our retirement makes this transition in our lives much easier.”
The 18 firms listed for Dallas, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Dallas, TX
All 18 firms we list here are in Dallas itself. We have 147 firms in Dallas on file; this page shows the highest-rated 18. The firms on this page are rated from 4.0 to 5.0 across 286 reviews; 1 has 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (95%) and responsiveness (91%). The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "understanding". 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (5), tax planning (3), estate planning (2), investment planning (2) and tax preparation (2). 5 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 37 years. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for all 18 of the firms on this page; 14 publish a contact page; 14 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Dallas take financial planning bookings online?
7 of the 18 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
L&H Cpas and Advisors - Dallas CPA Firm
“They are always available to answer my questions and have a great response time.”
Melton, Fangman & Company
“If I have any question on tax issue, the IRS issue, deductible, or any topic, Wes answered them and help me make a sound decision.”
Book onlineBook
Ivy Wealth
“Jordan has helped us with our particular situation of several international moves and the fact of having started our formal retirement plan later than normal.”
Book onlineBook
Lampados Financial Group
“I've seen tangible improvements in my investment portfolio and have a better understanding of how to manage my finances effectively.”
Stock and Company
“I don't think anyone knows more about taxes and accounting than he does!”
Joe Dowdall, CFP , Ricp , Crpc , Ccfc , MBA
“He is very knowledgeable and has always given us sound financial advice.”
Book onlineBook
Xponify Financial
“Wheeler is a dedicated professional with real integrity, and he's produced excellent gains for me and my family over the years.”
22 One Advisors
“Highly encourage anyone looking for financial planning to have a conversation with Kyle and the rest of the team at 22 one.”
Fluent Financial
“Mitch Kramer is very professional, responsive, extremely knowledgeable and I highly recommend him and Fluent Financial.”
CMH Advisors
“She is efficient coordinating a pre-preparation meeting providing timely estimates when the return will be ready for review.”
HBK Capital Management
Mpac Consulting Group
“And he does it just because it's the right thing to do and doesn't charge for the extra value.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
