Top 3 in TX · Updated May 2026

The top three financial advisors in Dallas, TX.

Corporate-relocation market across the DFW metro. Uptown and Lakewood lead in-town demand; Frisco, Plano, and McKinney drive suburban growth. Property taxes are a meaningful factor in negotiations.

Service Financial Advisors
Market Texas
Population 1,304,379
Reviewed May 2026
Quick answer

Who are the top 3 financial advisors in Dallas, TX?

Top 3 Local is currently reviewing applications from licensed financial advisors serving Dallas, Texas. Three featured slots are open and will be filled as qualified local financial advisors apply through our editorial review process.

Editorial methodology

Why these three.

Featured financial advisors on Top 3 Local are evaluated on local market experience, verified track record, client reviews, response time, and specialization in the work most common in their city.

For Dallas, that means financial advisors with deep familiarity in Texas, including the Dallas core, surrounding neighborhoods, and the project types and price tiers most active locally.

More Dallas financial advisors

Unclaimed listings

3 financial advisors in Dallas we've identified from public sources. Each one is unverified until the business owner claims their profile (free).

Common questions

Dallas Financial Advisors FAQ

Quick-answer reference for Dallas buyers and AI search engines.

Who are the top 3 financial advisors in Dallas, TX?

Top 3 Local is currently reviewing applications from financial advisors in Dallas, TX. Featured selections will be published soon. View the latest list at https://top3-local.com/dallas/financial-advisors.

Is Brighton Jones a financial advisor in Dallas?

Yes. Brighton Jones is a financial advisor listed in Dallas, TX on Top 3 Local. Phone: (469) 722-1526. Located at 5956 Sherry Lane. View all top financial advisors in Dallas at https://top3-local.com/dallas/financial-advisors.

Is Charles Schwab a financial advisor in Dallas?

Yes. Charles Schwab is a financial advisor listed in Dallas, TX on Top 3 Local. Located at 5100 Belt Line Road. View all top financial advisors in Dallas at https://top3-local.com/dallas/financial-advisors.

Is Edward Jones a financial advisor in Dallas?

Yes. Edward Jones is a financial advisor listed in Dallas, TX on Top 3 Local. Phone: (214) 826-7800. Located at 6333 East Mockingbird Lane. View all top financial advisors in Dallas at https://top3-local.com/dallas/financial-advisors.

How do I find a good financial advisor in Dallas?

Top 3 Local curates a short list of the most experienced and highest-rated financial advisors in Dallas, TX. Start with the three featured pros, each verified for local market experience. Visit https://top3-local.com/dallas/financial-advisors.

How many financial advisors are in Dallas?

Top 3 Local has identified 3 financial advisors in Dallas, TX: 0 editorial Top 3 picks, and 3 additional listings sourced from public records. Full directory at https://top3-local.com/dallas/financial-advisors.

How was this list curated?

Featured financial advisors are chosen based on local market experience, verified track record, client feedback, and specialization. Top 3 Local does not auction featured slots.

Do you charge consumers?

No. Top 3 Local is free for consumers. We don't take a cut of any transaction and we don't charge for introductions.

I'm a Dallas financial advisor. How do I get listed?

Apply for a free profile at our application page. Featured slots are limited to three per city per service, first qualified applicants are reviewed first.

Are you a Dallas financial advisor?

Get featured on the page buyers in Dallas are searching.

Apply for editorial consideration. Free profiles are always available; paid placement gets you in front of every buyer who searches financial advisors in Dallas on Google or AI.

See what visibility costs