To determine the top 10 financial advisor firms in Dallas, SmartAsset first compiled all firms in the city that are registered with the U.S. Securities and Exchange Commission (SEC), as these firms all have a fiduciary duty. From that list, we removed any firms with disciplinary or regulatory problems. We also eliminated firms that don’t have financial planners or that don’t manage individual or high-net-worth individual accounts. The remaining firms were sorted from highest assets under management to lowest. Beaird Harris did not pay a fee to receive this award, and Beaird Harris has paid no fees to the publication to promote this award.
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