Skip to content

Financial Planners in Dallas, TX: 2026 rankings

398 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Dallas: The Manning Group, Inc., RFA Score 75/100; 4.9★ from 147 Google reviews.

  2. 5

    Most-reviewed: The Phenix Group, 341 Google reviews at 4.9★, the most of 398 ranked; ranked #5.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

398 Dallas financial planners are ranked here by RFA Score, from eight published factors. 78 open Saturdays and 11 open Sundays, based on posted hours. The median Google rating is 4.6★ across 398 rated firms.

Top 10 financial planners in Dallas at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Dallas at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Manning Group, Inc.754.9★ (147)Dallas—Top score
2GDS Wealth Management725.0★ (270)Flower Mound, 21 mi away——
3Neighborhood Credit Union724.5★ (308)Duncanville, 12 mi away——
4Neighborhood Credit Union724.6★ (328)Grand Prairie, 16 mi away——
5The Phenix Group714.9★ (341)Fort Worth, 25 mi awayEveningsMost reviews
6Neighborhood Credit Union714.6★ (217)Lancaster, 12 mi away——
7Qualitax & Business Services714.9★ (125)Grand Prairie, 13 mi away——
8Chessman Wealth Strategies705.0★ (45)Dallas——
9Joe Dowdall - Worth Asset Management705.0★ (41)Dallas——
10Neighborhood Credit Union694.6★ (173)Coppell, 16 mi away——

All 398 financial planners in Dallas, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Dallas

    #1 The Manning Group, Inc.

    Based in Dallas

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 147 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 147 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7309 Campbell Rd #200, Dallas, TX 75248
    View profile for The Manning Group, Inc.(972) 458-9100

  2. #2 GDS Wealth Management

    Based in Flower Mound, 21 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 270 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 270 Google reviews
    Hours
    Mon–Fri 7:30 AM–5 PM · Sat–Sun closed
    Address
    2910 Lakeside Village Blvd, Flower Mound, TX 75022
    View profile for GDS Wealth Management(469) 212-8072

  5. #5 The Phenix Group

    Based in Fort Worth, 25 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 341 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 341 Google reviews
    Hours
    Mon–Fri 8 AM–7 PM · Sat–Sun closed
    Address
    5601 Bridge St STE 300, Fort Worth, TX 76112
    View profile for The Phenix Group(682) 710-2011

  11. #11 Ivy Wealth

    Based in Dallas

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    14241 Dallas Pkwy Suite 1200, Dallas, TX 75254
    View profile for Ivy Wealth(225) 205-5600

  12. #12 DHL Wealth Management

    Based in Richardson, 15 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 85 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    2435 N Central Expy Suite 775, Richardson, TX 75080
    View profile for DHL Wealth Management(800) 402-8862

  15. #15 Creative Planning

    Based in Addison, 12 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 68 Google reviews
    Address
    15303 Dallas Pkwy Ste 460, Addison, TX 75001
    View profile for Creative Planning(972) 960-3780

  17. #17 Credit Repair USA

    Based in Grapevine, 19 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 101 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 101 Google reviews
    Hours
    Mon 9 AM–5:30 PM · Tue–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    312 W Northwest Hwy Ste 116, Grapevine, TX 76051
    View profile for Credit Repair USA(888) 853-3880

  18. #18 OpenAir Advisers

    Based in Dallas

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    17000 Dallas Pkwy Ste. 102, Dallas, TX 75248
    View profile for OpenAir Advisers(214) 233-6059

  21. #21 Integrity

    Based in Dallas

    68/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.3★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 56 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1445 Ross Ave 40th Floor, Dallas, TX 75202
    View profile for Integrity(866) 650-1857

  23. #23 Xponify Financial

    Based in Dallas

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    12221 Merit Dr Ste 625, Dallas, TX 75251
    View profile for Xponify Financial(214) 987-0924

  24. #24 Ruchi Gupta CPA LLC

    Based in Flower Mound, 23 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 100 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 100 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–4 PM · Sun closed
    Address
    2205 Roadrunner Dr, Flower Mound, TX 75022
    View profile for Ruchi Gupta CPA LLC(972) 200-3189

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 398 ranked financial planners here; the rest are on their profiles.

financial planners in Dallas, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26L&H CPAs and Advisors - Dallas CPA Firm685.0★ (26)In Dallas
27Opus Wealth Management685.0★ (26)In Dallas
28Beacon Pointe Advisors685.0★ (26)In Dallas
29DeWitt & Dunn, LLC684.8★ (63)12 mi
30Our Infinite Company674.6★ (32)In Dallas
31Stonewater Financial Group675.0★ (24)In Dallas
32Chase Gorman - Edelman Financial Engines675.0★ (22)In Dallas
33SDO CPA: Tax Preparation, Accounting, & Bookkeeping674.8★ (49)11 mi
34Edwards & Associates PC674.6★ (27)In Dallas
35Inspire Financial Group674.9★ (63)17 mi
36Broadhead Capital-Will Bramblett675.0★ (20)In Dallas
37Dawson Private Wealth675.0★ (74)23 mi
38Neighborhood Credit Union664.0★ (145)12 mi
39Creme Wealth - Plano Financial Planner665.0★ (61)21 mi
40Mills Wealth Advisors665.0★ (63)23 mi
41RetireSimply664.9★ (80)25 mi
42Paramount Tax & Bookkeeping Addison664.8★ (18)In Dallas
43North Texas Wealth Management655.0★ (58)23 mi
44Gordon Oak Financial655.0★ (49)20 mi
45Atlas Wealth Advisors655.0★ (14)In Dallas
46Badii Group Private Wealth Management655.0★ (52)22 mi
47Sue Gordon Retirement Strategies654.9★ (37)15 mi
48Beacon Financial Group654.2★ (21)In Dallas
49Sullivan Financial Partners654.9★ (51)21 mi
50Pro Capital Wealth Management655.0★ (48)21 mi

Also serving Dallas

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Dallas
BusinessGoogle ratingDistance
Beaird Harris4.3★ (8)In Dallas
Capital Financial Consultants5.0★ (24)In Dallas
Charles Schwab4.4★ (21)In Dallas
Chris Shepherd: Primerica - Financial Services5.0★ (9)In Dallas
Edward Jones - Financial Advisor: Armand Robinson, CFP®5.0★ (7)In Dallas
Edward Jones - Financial Advisor: Brian R Bogard, CFP®|CEPA®|AAMS®|AFFP®4.0★ (4)In Dallas
Edward Jones - Financial Advisor: Hannah C Braun5.0★ (4)In Dallas
Edward Jones - Financial Advisor: Mason G Williams, CFP®|CEPA®|WMCP®|CRPC™|AFFP®5.0★ (4)In Dallas
Ernst & Young3.7★ (3)In Dallas
Harmony CDC4.6★ (58)In Dallas
HDZ Financial5.0★ (8)In Dallas
Leap Wealth Management4.2★ (11)In Dallas
Morgan Stanley Financial Advisors3.7★ (6)In Dallas
Morrison Wealth Advisory5.0★ (10)In Dallas
Pointer Wealth5.0★ (7)In Dallas
Real Tyme Tax Services4.8★ (222)In Dallas
RFH Capital Advisors5.0★ (32)In Dallas
Tangerine Financial Solutions5.0★ (4)In Dallas
Truth Induced Financial4.9★ (63)In Dallas
View Capital Advisors, LLC4.0★ (4)In Dallas

How we ranked Dallas financial planners

We scored 398 Dallas financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Dallas data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Dallas: frequently asked questions

Which financial planner has the highest RFA Score in Dallas?

By RFA Score, the highest-ranked financial planner in Dallas, TX is The Manning Group, Inc. with an RFA Score of 75/100. It has 4.9★ from 147 Google reviews. GDS Wealth Management (#2) and Neighborhood Credit Union (#3) follow. We ranked 398 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Dallas?

RankedFinancialAdvisors ranks 398 financial planners serving Dallas, TX. 20 of them are based in Dallas; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Dallas work on weekends?

78 of 398 ranked financial planners post Saturday hours and 11 post Sunday hours. The highest-ranked open Saturdays are Ruchi Gupta CPA LLC (#24) and Bank of America Financial Center (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Dallas financial planners have?

The median Google rating among 398 rated financial planners in Dallas is 4.6★, with a median of 14 reviews. The Phenix Group has the most, 341 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Dallas count in this ranking?

Yes, if they are within 25 mi of the Dallas city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Dallas ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Dallas a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Dallas

  1. November 2026: RFA Scores recalculated for 398 financial planners serving Dallas.
  2. November 2026: 3 duplicate listings merged.

More financial planners and Dallas pages