Dallas is one of the largest and most active wealth management markets in Texas, with a strong concentration of independent RIAs, multi-family offices, and advisory firms serving high net worth individuals and families. The region supports a wide range of advisory models, from multi team platforms to boutique firms focused on deep client relationships.

The firms ranked below represent the top trending RIAs in Dallas by AUM. 

Together, they offer a snapshot of where advisory scale, growth, and operational momentum are concentrated. Beyond firm size, these RIAs illustrate how client composition, custodial relationships, and platform choices shape the competitive landscape.

This Dallas ranking is part of an ongoing regional analysis of the RIA landscape across major US markets. You can also explore similar breakdowns of leading advisory firms in other regions, including the Top RIAs in San Francisco and the Top 10 Independent RIAs in Philadelphia Together, these regional views help paint a clearer picture of how advisory firms are scaling across different markets.

This list is built using firm level intelligence extracted from AdvizorPro. Each profile combines a brief firm overview with key operational insights, helping asset managers, wealthtechs, and distribution teams better understand how these firms operate and where opportunities may exist.

*All key insights are based on data as of January 8th 2026

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Level Four Advisory Services

Level Four Advisory Services operates one of the larger multi team advisory platforms in the Dallas RIA market, serving a broad base of accredited investors and high net worth individuals. The firm has built a scalable structure that supports multiple advisory teams while maintaining centralized investment and planning capabilities. Recent team additions and strong asset growth signal continued expansion, even as the firm fine tunes its internal headcount and operational efficiency.

Key insights

• AUM $5.32B

• Has 43.1% of their assets with Individuals

• Works with platforms including: Black Diamond | eMoney

• LEVEL FOUR ADVISORY SERVICES has added 2 teams within the last year

• LEVEL FOUR ADVISORY SERVICES has 6 teams under it

• Works with accredited investors & high net worth individuals

• Lists 88.5% of their SMA assets with Raymond James

• Offers: 529 Plans

• Advisory clients increased from 7,563 to 14,608

• Number of employees decreased from 148 to 132

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True North Advisors, LLC

True North Advisors focuses on delivering integrated asset management and financial planning services to high net worth individuals. The firm has outpaced many similarly sized RIAs in asset growth while expanding both its client base and internal team. Its platform partnerships and custodial mix reflect a modern advisory infrastructure designed to support continued scale.

Key insights

• AUM $4.48B

• Experienced top 85.9% AUM growth compared to $1B+ RIAs with 34% AUM growth

• Has 68% of their assets with High net worth individuals

• Works with platforms including: Envestnet | JP Morgan | Tamarac

• Works with high net worth individuals

• Lists 79.9% of their SMA assets with Charles Schwab & Company

• Offers: Asset Management and Financial Planning

• Advisory clients increased from 639 to 921

• Number of employees increased from 52 to 65

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Turtle Creek Trust

Turtle Creek Trust operates a highly focused advisory model serving an almost exclusively high net worth client base. The firm emphasizes asset management with a lean team structure and a concentrated number of client relationships. While advisory client count has declined slightly, steady asset growth and targeted hiring suggest a deliberate strategy centered on depth rather than scale.

Key insights

• AUM $3.66B

• Has 99.7% of their assets with High net worth individuals

• Works with high net worth individuals

• Lists 100.0% of their SMA assets with Fidelity/Nfs

• Offers: Asset Management

• Advisory clients decreased from 136 to 105

• Number of employees increased from 8 to 10

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Quotient Wealth Partners, LLC

Quotient Wealth Partners is a planning led advisory firm serving high net worth individuals and families. The firm has expanded steadily across assets, advisory clients, and employees, reflecting a balanced growth strategy. Its technology stack supports scalable planning while preserving a personalized client experience.

Key insights

• AUM $3.54B

• Has 88.4% of their assets with High net worth individuals

• Works with platforms including: Black Diamond | eMoney

• Works with high net worth individuals

• Lists 100.0% of their SMA assets with Fidelity/Nfs

• Offers: Financial Planning

• Advisory clients increased from 1,792 to 1,901

• Number of employees increased from 39 to 51

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Requisite Capital Management LLC

Requisite Capital Management delivers comprehensive wealth management services spanning estate planning, financial planning, and insurance solutions. The firm has shown consistent growth across assets, clients, and headcount, pointing to sustained demand for its holistic planning approach. Firms like this are often highlighted in AdvizorPro family office and RIA research for their steady operating models.

Key insights

• AUM $1.99B

• Has 71.2% of their assets with High net worth individuals

• Works with high net worth individuals

• Lists 100.0% of their SMA assets with Fidelity/Nfs

• Offers: Estate Planning, Financial Planning, and Insurance

• Advisory clients increased from 189 to 209

• Number of employees increased from 8 to 10

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Beaird Harris

Beaird Harris is a planning oriented advisory firm focused on long term relationships with high net worth clients. Its service mix emphasizes charitable giving, estate planning, and financial planning, aligning with multigenerational wealth needs. Growth has been steady and disciplined, supported by selective hiring.

Key insights

• AUM $1.91B

• Has 87.2% of their assets with High net worth individuals

• Works with platforms including: Tamarac

• Works with high net worth individuals

• Lists 63.3% of their SMA assets with Charles Schwab & Company

• Offers: Charitable Giving, Estate Planning, and Financial Planning

• Advisory clients increased from 704 to 769

• Number of employees increased from 18 to 22

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View Capital RIA, LP

View Capital RIA provides asset management and financial planning services to high net worth individuals through a relatively lean organizational structure. The firm has maintained controlled growth across assets and clients, suggesting a focus on consistency and service depth rather than rapid expansion.

Key insights

• AUM $1.77B

• Has 95.8% of their assets with High net worth individuals

• Works with high net worth individuals

• Lists 78.6% of their SMA assets with Pershing

• Offers: Asset Management and Financial Planning

• Advisory clients increased from 162 to 169

• Number of employees increased from 17 to 18

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Turtle Creek Wealth Advisors, LLC

Turtle Creek Wealth Advisors delivers asset management and specialized planning services including business succession and charitable giving. The firm has outperformed many peers in recent asset growth, signaling strong momentum within its client base and continued investment in advisory capacity.

Key insights

• AUM $1.71B

• Experienced top 80.9% AUM growth compared to $1B+ RIAs with 28% AUM growth

• Has 84% of their assets with High net worth individuals

• Works with platforms including: Black Diamond | JP Morgan

• Works with high net worth individuals

• Lists 100.0% of their SMA assets with Charles Schwab & Company

• Offers: Asset Management, Business Succession, and Charitable Giving

• Advisory clients increased from 96 to 108

• Total AUM increased 28.4% from 1.33B to 1.71B

• Number of employees increased from 19 to 20

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Guidestone Advisors

Guidestone Advisors supports high net worth clients through integrated estate, insurance, and tax planning services. The firm has expanded meaningfully across assets, advisory clients, and internal resources, reflecting sustained demand for comprehensive planning solutions.

Key insights

• AUM $1.59B

• Has 53.6% of their assets with High net worth individuals

• Works with high net worth individuals

• Lists 95.1% of their SMA assets with Bny Mellon

• Offers: Estate Planning, Insurance, and Tax Planning

• Advisory clients increased from 1,622 to 1,896

• Number of employees increased from 26 to 31

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Closing Thoughts

Understanding where assets are growing and how advisory firms operate is critical for anyone selling into the RIA ecosystem. AdvizorPro helps teams move beyond static lists by surfacing firm structure, growth signals, and actionable intelligence across markets like Dallas.

If you want to explore how live RIA data can support prospecting, territory planning, and relationship mapping, start your free trial here.