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Wealth Managers in Dallas, GA: 2026 rankings

80 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Dallas: Wiser Wealth Management, Inc, RFA Score 71/100; 5.0★ from 189 Google reviews.

  2. 2

    Most-reviewed: Gibbs Financial Group & Gibbs Wealth Management, 190 Google reviews at 4.8★, the most of 80 ranked; ranked #2.

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

80 Dallas wealth managers are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 80 rated firms.

Top 10 wealth managers 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 wealth managers in Dallas at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Wiser Wealth Management, Inc715.0★ (189)Marietta, 17 mi awayTop score
2Gibbs Financial Group & Gibbs Wealth Management674.8★ (190)Alpharetta, 36 mi awayMost reviews
3Marietta Wealth665.0★ (37)Marietta, 17 mi away—
4Ty J. Young, Inc. Wealth Management664.5★ (122)Atlanta, 22 mi away—
5Wealth Enhancement & Preservation665.0★ (28)Cartersville, 15 mi away—
6Nicholas Wealth Management664.6★ (55)Marietta, 17 mi away—
7Element Wealth Advisors655.0★ (49)Atlanta, 28 mi away—
8Prestige Wealth LLC655.0★ (43)Atlanta, 26 mi away—
9Envoy Wealth Management655.0★ (16)Acworth, 12 mi away—
10Wealth Transfer Enterprise644.8★ (46)Atlanta, 28 mi away—

All 80 wealth managers 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.

  3. #3 Marietta Wealth

    Based in Marietta, 17 mi away

    66/100RFA Score

    Ranked #3 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–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    472 Sessions St NW #24, Marietta, GA 30060
    View profile for Marietta Wealth(404) 549-6930

  6. #6 Nicholas Wealth Management

    Based in Marietta, 17 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.6★ from 55 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 55 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    218 Roswell St NE Ste 200, Marietta, GA 30060
    View profile for Nicholas Wealth Management(404) 890-5606

  7. #7 Element Wealth Advisors

    Based in Atlanta, 28 mi away

    65/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    800 Mount Vernon Hwy NE Ste 350, Atlanta, GA 30328
    View profile for Element Wealth Advisors(678) 871-2222

  13. #13 Canton Wealth Partners

    Based in Roswell, 29 mi away

    64/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Tue 8 AM–4 PM · Wed closed · Thu–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1243 Canton St, Roswell, GA 30075
    View profile for Canton Wealth Partners(470) 857-7180

  14. #14 Daner Wealth Management

    Based in Alpharetta, 34 mi away

    64/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    11475 Great Oaks Way Suite 340, Alpharetta, GA 30022
    View profile for Daner Wealth Management(770) 368-6033

  16. #16 Trajan Wealth

    Based in Kennesaw, 18 mi away

    63/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    125 Townpark Dr Ste 300, Kennesaw, GA 30144
    View profile for Trajan Wealth(404) 390-4000

  20. #20 Trajan Wealth

    Based in Atlanta, 28 mi away

    63/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3355 Lenox Rd NE #750, Atlanta, GA 30326
    View profile for Trajan Wealth(404) 390-4000

  23. #23 M Wealth Group

    Based in Alpharetta, 36 mi away

    62/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11180 State Bridge Rd #206, Alpharetta, GA 30022
    View profile for M Wealth Group(678) 866-0787

  24. #24 Openhanded Wealth

    Based in Holly Springs, 25 mi away

    62/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    113 Holly View Ln, Holly Springs, GA 30114
    View profile for Openhanded Wealth(404) 425-9926

Wealth managers 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 80 ranked wealth managers here; the rest are on their profiles.

wealth managers in Dallas, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Chandler Wealth Management624.7★ (11)22 mi
27Wealth of Knowledge Enterprises625.0★ (15)30 mi
28Attend Wealth Inc.624.9★ (14)28 mi
29Owenby Jones Wealth Management - Alpharetta625.0★ (17)33 mi
30Paces Ferry Wealth Advisors615.0★ (7)22 mi
31PB FAM Private Wealth615.0★ (11)28 mi
32Wealth Action Planners615.0★ (9)26 mi
33Power Wealth Management615.0★ (14)33 mi
34Avere Wealth Management615.0★ (10)28 mi
35Axio Wealth Strategies615.0★ (10)29 mi
36MD Wealth Advisors615.0★ (8)26 mi
37Your Wealth Advisors615.0★ (5)21 mi
38Elwood & Goetz Wealth Advisory Group614.7★ (12)31 mi
39Trajan Wealth614.9★ (14)35 mi
40EP Wealth Advisors615.0★ (8)28 mi
41Atlantic Wealth Consultants605.0★ (6)25 mi
42Steve Koehler, Koehler Wealth605.0★ (10)34 mi
43Grove Wealth Solutions605.0★ (4)22 mi
44Hawk Visionary Wealth605.0★ (4)22 mi
45Cornerstone Wealth Partners605.0★ (13)39 mi
46Iron Oaks Wealth Advisors - Ameriprise Financial Services, LLC604.5★ (8)28 mi
47Wealthcare Financial Group Inc.605.0★ (12)39 mi
48HB Wealth604.4★ (7)28 mi
49Savant Wealth Management605.0★ (6)29 mi
50Locust Lane Wealth Management595.0★ (9)36 mi

Also serving Dallas

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Dallas
BusinessGoogle ratingDistance
Belle Financial Services5.0★ (20)In Dallas
Boyer Ramey Wealth Management3.0★ (2)17 mi
Christine Dixon, Wealth StrategistIn Dallas
Douglas B Roberts - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)22 mi
Eads & Heald Wealth Management5.0★ (2)23 mi
Edward Jones - Financial Advisor: Jeff MooreIn Dallas
Edward Jones - Financial Advisor: Ryan Hale, AAMS®5.0★ (2)In Dallas
Eissman Wealth5.0★ (2)18 mi
Found Money Consultants of Paulding CountyIn Dallas
Infinite Potential Financial Consulting5.0★ (9)In Dallas
Insurance Pro Shop4.8★ (18)In Dallas
Lighthouse Investment Advisors. INCIn Dallas
Main Street Advisors5.0★ (2)In Dallas
Merrill Lynch Wealth Management4.5★ (2)22 mi
Montag Wealth Management3.0★ (2)22 mi
PR2 Wealth Management5.0★ (2)21 mi
Take Point Wealth Management5.0★ (2)15 mi
Temperance Wealth Management5.0★ (2)26 mi
Waterstone Wealth Strategies, Inc5.0★ (2)17 mi
Wells Fargo Advisors5.0★ (1)In Dallas

How we ranked Dallas wealth managers

We scored 80 Dallas wealth managers 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Dallas: frequently asked questions

Which wealth manager has the highest RFA Score in Dallas?

By RFA Score, the highest-ranked wealth manager in Dallas, GA is Wiser Wealth Management, Inc with an RFA Score of 71/100. It has 5.0★ from 189 Google reviews. Gibbs Financial Group & Gibbs Wealth Management (#2) and Marietta Wealth (#3) follow. We ranked 80 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Dallas?

RankedFinancialAdvisors ranks 80 wealth managers serving Dallas, GA. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Dallas work on weekends?

5 of 80 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Prosperitage Wealth (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Dallas wealth managers have?

The median Google rating among 80 rated wealth managers in Dallas is 5.0★, with a median of 9 reviews. Gibbs Financial Group & Gibbs Wealth Management has the most, 190 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Dallas count in this ranking?

Yes, if they are within 40 mi of the Dallas city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Dallas ranked?

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

How do I check a wealth manager’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 wealth manager 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 wealth managers 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 80 wealth managers serving Dallas.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Dallas pages