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November 07, 2023

Top 10 RIA Firms in the Dallas Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”

Through our Dakota Marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.

Below are a few RIAs in Dallas that we thought you might like to know. For a more detailed list of RIAs in Dallas, schedule a demo to see for free.

1. Retirement Advisors of America Inc

AUM: $45,429,324,282

2. Avantax Wealth Management 

AUM: $34,340,503,208

3. BBR Partners

AUM: $25,967,700,000

4. First Command Financial Planning

AUM: $25,000,000,000

5. CH Investment Partners

AUM: $11,617,246,000

6. Tolleson Private Wealth Management

AUM: $8,181,879,724

7. CI RGT Private Wealth

AUM: $5,751,140,026

8. True North Advisors, Inc.

AUM: $2,871,743,854

9. Southern Wealth Management, LLP

AUM: $2,871,524,001

10. Cain Watters & Associates PLLC

AUM: $2,664,713,561

For a more detailed list of all RIAs in Dallas, start your free trial of Dakota Marketplace by scheduling a demo here!

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Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

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