For investment firms and asset managers selling into the wealth channel, Dallas is not a secondary market. It is a primary target. The metro is home to more than 8,700 financial advisors across every major broker-dealer, private bank, and wirehouse in the market, according to Dakota Marketplace – similar to what we’ve seen in markets like New York City and Boston.
Dakota FAs tracks financial advisors across Dallas and every major metro in the country, with 8,700+ verified contacts across broker-dealers, banks, and select RIA hybrids. The advisors featured below were selected using the same data framework that powers the Dakota 500, Dakota's annual independent recognition of leading financial advisors across the United States.
In this article we’ll review ten of the most significant advisor teams in the Dallas area.
Top 10 Financial Advisors in Dallas
1. Kevin Blonkvist – RBC Wealth Management
Kevin Blonkvist is a Financial Advisor at RBC Wealth Management in Dallas, one of the largest wealth management platforms in the country with approximately $647 billion in total client assets across more than 6,000 financial advisors nationwide. Blonkvist serves clients across the Dallas metro area through RBC's platform spanning brokerage, fee-based advisory, and a broad alternative investment offering including hedge funds, private equity, and real assets.
2. Donald Peterson – UBS
Donald Peterson is a Financial Advisor at UBS in Dallas, one of the world's largest wealth management firms with approximately $3.85 trillion in assets under management and a U.S. advisor base of 6,500 professionals. Peterson serves clients across the Dallas metro area through UBS's platform spanning global wealth management, asset management, and investment banking.
3. Richard Petty – Morgan Stanley
Richard Petty leads a Morgan Stanley team based in Fort Worth, TX, serving clients across the Dallas metro area with approximately $150 million in assets under management. The team operates through Morgan Stanley's platform spanning wealth management, public and private markets, and an alternatives offering of 40 to 50 strategies annually including hedge funds, private equity, real estate, and private credit.
4. Greg Glosser – RBC
Gregory Glosser is Managing Director and Financial Advisor at The Glosser Group, an RBC Wealth Management team based in Dallas, managing approximately $680 million in assets. Glosser serves clients across the Dallas metro area with a focus on delivering tailored wealth management solutions through RBC's platform.
5. Sands Chipman – Morgan Stanley
Sands Chipman leads a Morgan Stanley Private Wealth Management team based in Dallas, managing approximately $3 billion in assets. The team operates through Morgan Stanley's platform spanning wealth management, public and private markets, and an alternatives offering of 40 to 50 strategies annually including hedge funds, private equity, real estate, and private credit.
Want to see every financial advisor in Dallas? Dakota FAs gives you instant access to 8,700+ Dallas area advisors with verified contact details, AUM data, and investment preference indicators.
6. Josh Caltrider – Americana Partners
Josh Caltrider is Founding Partner and Managing Director at Americana Partners, an RIA based in Dallas managing approximately $9.1 billion in assets, spun out of Morgan Stanley in 2019. A Dallas native and SMU Cox School of Business graduate, Caltrider holds the CIMA designation from the Wharton School and focuses on customized wealth management for high-net-worth clients and foundations with an emphasis on capital preservation and risk-adjusted returns.
7. Lisanne Glew – UBS
Lisanne Glew leads a UBS Wealth Management team based in Plano, TX, serving clients across the Dallas metro area with approximately $151 million in assets under management. The team operates through UBS's platform spanning global wealth management, asset management, and investment banking, with access to alternatives including private equity, hedge funds, and real assets through its iCapital partnership.
8. Robby Rogers – UBS
Robby Rogers is Senior Vice President and Portfolio Manager at UBS Private Wealth Management based in Dallas, managing approximately $100 million in assets. Rogers serves clients across the Dallas metro area through UBS's platform spanning global wealth management, asset management, and investment banking.
9. McBride & Associates
McBride & Associates is a Merrill Lynch team based in Dallas, managing approximately $1.7 billion in assets. The firm focuses on delivering personalized wealth management through objective advice and coordinated strategies tailored to each client's full financial picture.
10. Shawn Nicholas – UBS
Shawn Nicholas is Senior Vice President and founding partner of Highbridge Wealth Management, a UBS team based in Plano, TX, managing approximately $100 million in assets. With over 28 years of experience, Nicholas delivers tactical asset management, investment manager due diligence, cash-flow based planning, and estate planning strategies to clients across the Dallas metro area.
Start Calling on the Right Advisors with Dakota FAs
Financial advisors are the largest, and most overlooked, allocator channel in the market. Dakota FAs gives fundraisers and investment sales teams a structured, metro-specific view into this massive audience so you can stop guessing and start booking meetings.
Here’s what you get:
- Organized by Metro Area: Every advisor and financial advisor team in your metro, grouped by location for instant targeting.
- Verified Contact Info: Accurate emails, phone numbers, and office details across broker-dealers, banks, and select RIA hybrids. No bouncing emails or outdated records.
- Investment Preferences and Indicators: Filter by asset class interest, AUM, channel, and advisor attributes to prioritize the right targets before you pick up the phone.
- Form ADV Data: Available for hybrid advisors where applicable, giving you added context on the teams you're approaching.
- LinkedIn Profiles: Fast context on individual advisors for warm, informed outreach.
- Home Office Coverage: Up-to-date research and verified contacts identifying key centers of influence and decision-makers driving platform and product approvals.
- Dakota Recommends: Curated, location-specific recommendations for coffee shops, restaurants, event spaces, and hotels when traveling to meet advisors in Dallas and beyond.
Dakota FAs is updated weekly, purpose-built for sellers, and priced for teams of any size: individual access starts at $999 per year with no contract required.
If you're ready to go beyond a top 10 and see the full advisor picture in Dallas and across the country, get access here.
