Home Wealth & Asset Management United States Texas Dallas

Top Asset Management Companies in Dallas

Ratings Updated: April 27, 2025

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35 Companies

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0 Leaders 15 Contenders

35 Companies

Country: United States

State: Texas

City: Dallas

List of the Top Dallas Wealth and Asset Management Companies

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CMH Advisors, PLLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

30% Financial Advising & Planning

20% Accounting

20% Finance & Accounting Outsourcing (FAO) +2

15% Business Consulting

15% Financial Consulting

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

CMH Advisors, PLLC is a Financial Advising & Planning company. Located in Dallas, Texas, the agency focuses on Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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Skytale Group

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Dallas, TX

Services provided

25% Financial Advising & Planning

25% Accounting

25% Commercial Financing +1

25% Insurance Services & Brokers

Focus Areas

15% Wealth & Asset Management

15% Debt Consulting

15% Mortgage & Loan Brokerage +4

15% Retirement Planning

15% Securities Brokerage

15% Stocks Portfolio Management

10% Actuarial Services

Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.
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OverlayAnalytics

Not yet reviewed

$5,000+

$300+ / hr

10 - 49

Dallas, TX

Services provided

15% Financial Advising & Planning

35% BI & Big Data Consulting & SI

20% ERP Consulting and SI +3

10% CRM Consulting and SI

10% Custom Software Development

10% ECM Consulting and SI

Focus Areas

90% Wealth & Asset Management

10% Debt Consulting

OverlayAnalytics, a big data analytics company, offer BI & big data consulting & SI and ERP consulting and SI. They were founded in 2018.
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McGowanGroup Asset Management

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

50% Financial Advising & Planning

50% Funding & Investment

Focus Areas

100% Wealth & Asset Management

McGowanGroup Asset Management is a Financial Advising & Planning and Funding & Investment company founded in 1986. The team provides Financial Advising & Planning and Funding & Investment.
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Capital Concepts

Not yet reviewed

$1,000+

< $25 / hr

50 - 249

Irving, TX

Services provided

25% Financial Advising & Planning

25% Commercial Brokerage Services

25% Commercial Financing +1

25% Insurance Services & Brokers

Focus Areas

15% Wealth & Asset Management

15% Debt Consulting

15% Mortgage & Loan Brokerage +4

15% Retirement Planning

15% Securities Brokerage

15% Stocks Portfolio Management

10% Actuarial Services

Capital Concepts is a Commercial Brokerage Services company. In Houston, Texas and Irving, Texas, their team offers Commercial Brokerage Services and Commercial Financing.
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Paceline Equity Partners

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

40% Financial Advising & Planning

30% Commercial Financing

30% Funding & Investment

Focus Areas

100% Wealth & Asset Management

Paceline Equity Partners is a small Dallas, Texas-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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Clearview Investments, Ltd.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

40% Financial Advising & Planning

30% Commercial Financing

30% Funding & Investment

Focus Areas

100% Wealth & Asset Management

Clearview Investments, Ltd. Is a Financial Advising & Planning company in Dallas, Texas. Founded in 1985, the team provides Financial Advising & Planning and Commercial Financing.
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Energent, L.P.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

50% Financial Advising & Planning

40% Funding & Investment

10% Commercial Brokerage Services

Focus Areas

100% Wealth & Asset Management

Energent, L.P. Is a Financial Advising & Planning company. Established in 2016, the team focuses on Financial Advising & Planning and Funding & Investment. The firm is based in Dallas, Texas.
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Satori Capital

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dallas, TX

Services provided

20% Financial Advising & Planning

60% Funding & Investment

20% Commercial Financing

Focus Areas

70% Wealth & Asset Management

30% Debt Consulting

Satori Capital is a Funding & Investment company based in Dallas, Texas. The team focuses on Funding & Investment and Commercial Financing.
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Capstone Partners

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

30% Financial Advising & Planning

35% Commercial Financing

35% Funding & Investment

Focus Areas

100% Wealth & Asset Management

Capstone Partners is a small Commercial Financing company. They focus on Commercial Financing and Funding & Investment and were founded in 2001.
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Lantern Capital Partners

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

40% Financial Advising & Planning

20% Business Valuation Services

20% Commercial Financing +1

20% Funding & Investment

Focus Areas

60% Wealth & Asset Management

40% Debt Consulting

Founded in 2015, Lantern Capital Partners is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
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Latticework Capital Management, LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

20% Financial Advising & Planning

60% Funding & Investment

20% Commercial Financing

Focus Areas

100% Wealth & Asset Management

Latticework Capital Management, LLC is a Funding & Investment company. Based in Dallas, Texas, their small team offers Funding & Investment and Commercial Financing. The company was launched in
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Valesco Industries, LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

20% Financial Advising & Planning

60% Funding & Investment

20% Commercial Financing

Focus Areas

50% Wealth & Asset Management

50% Debt Consulting

Valesco Industries, LLC is a Funding & Investment company. Their team is headquartered in Dallas, Texas and focuses on Funding & Investment and Commercial Financing.
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Five States Energy Company, LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

20% Financial Advising & Planning

80% Funding & Investment

Focus Areas

100% Wealth & Asset Management

Small Funding & Investment company Five States Energy Company, LLC, is located in Dallas, Texas. The team focuses on Funding & Investment and Financial Advising & Planning.
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Realty Capital Partners

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

20% Financial Advising & Planning

40% Funding & Investment

10% Commercial Brokerage Services +3

10% Commercial Development

10% Commercial Property Management

10% Financial Consulting

Focus Areas

80% Wealth & Asset Management

20% Debt Consulting

Realty Capital Partners is a Funding & Investment company. The team offers Funding & Investment and Financial Advising & Planning, and the firm is based in Dallas, Texas.
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Reap Capital

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

20% Financial Advising & Planning

20% Commercial Property Management

20% Funding & Investment +4

10% Business Consulting

10% Commercial Brokerage Services

10% Commercial Development

10% Interior Design

Focus Areas

100% Wealth & Asset Management

Commercial Property Management company Reap Capital is based in Dallas, Texas. Their services include Commercial Property Management and Financial Advising & Planning.
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Panos Partners, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

20% Financial Advising & Planning

60% Funding & Investment

20% Commercial Financing

Focus Areas

70% Wealth & Asset Management

30% Debt Consulting

Panos Partners, LLC is a small Funding & Investment company founded in 2016. Their services include Funding & Investment and Commercial Financing.
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Paravest Capital, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

20% Financial Advising & Planning

60% Funding & Investment

20% Business Consulting

Focus Areas

100% Wealth & Asset Management

Paravest Capital, LLC is a Dallas, Texas-based Funding & Investment company. Founded in 2016, the team specializes in Funding & Investment and Business Consulting.
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HC2 Capital, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

20% Financial Advising & Planning

40% Funding & Investment

20% Commercial Financing +2

10% Business Consulting

10% Commercial Property Management

Focus Areas

50% Wealth & Asset Management

50% Debt Consulting

HC2 Capital, LLC is a Funding & Investment company. They offer Funding & Investment and Commercial Financing and were founded in 2016.
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Tanenbaum Equity Partners

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

20% Financial Advising & Planning

40% Funding & Investment

20% Financial Consulting +2

10% Commercial Financing

10% Commercial Property Management

Focus Areas

100% Wealth & Asset Management

Small Funding & Investment company Tanenbaum Equity Partners, is headquartered in Dallas, Texas. The team specializes in Funding & Investment and Financial Advising & Planning.
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Strait Lane Capital Partners, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

10% Financial Advising & Planning

50% Funding & Investment

20% Commercial Financing +2

10% Accounting

10% Business Consulting

Focus Areas

100% Wealth & Asset Management

Based in Dallas, Texas, Strait Lane Capital Partners, LLC is a small Funding & Investment company. The team focuses on Funding & Investment and Commercial Financing.
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Pharos Capital Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

20% Financial Advising & Planning

40% Commercial Financing

40% Funding & Investment

Focus Areas

30% Wealth & Asset Management

70% Debt Consulting

Commercial Financing company Pharos Capital Group is located in Brentwood, Tennessee and Dallas, Texas. The team specializes in Commercial Financing and Funding & Investment.
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Barr Advanced Tax Solutions

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Southlake, TX

Services provided

25% Financial Advising & Planning

25% Accounting

25% Financial Consulting +1

25% Tax Law

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Barr Advanced Tax Solutions, an Accounting company, is in Southlake, Texas. Their services include Accounting and Financial Advising & Planning.
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defi SOLUTIONS

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Westlake, TX

Services provided

100% Financial Advising & Planning

Focus Areas

50% Wealth & Asset Management

50% Mortgage & Loan Brokerage

Financial Advising & Planning company defi SOLUTIONS was founded in 2012. The team provides Financial Advising & Planning.
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First Rate, Inc

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Arlington, TX

Services provided

20% Financial Advising & Planning

20% Business Consulting

20% Conversion Optimization +2

20% Funding & Investment

20% IT Managed Services

Focus Areas

100% Wealth & Asset Management

Established in 1991, First Rate, Inc, a midsize Conversion Optimization company, is headquartered in Arlington, Texas. Their team provides Conversion Optimization and IT managed services.
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KeyCity Capital

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Southlake, TX

Services provided

40% Financial Advising & Planning

30% Commercial Financing

30% Funding & Investment

Focus Areas

100% Wealth & Asset Management

KeyCity Capital is a Financial Advising & Planning company founded in 2018. The team focuses on Financial Advising & Planning and Commercial Financing and is located in Southlake, Texas.
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Global Wealth Advisors

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Lewisville, TX

Services provided

40% Financial Advising & Planning

60% Business Valuation Services

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Global Wealth Advisors, a Business Valuation Services company, is based in Lewisville, Texas. Established in 2008, the team focuses on Business Valuation Services and Financial Advising & Planning.
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Blue Ridge Construction Capital

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

10% Financial Advising & Planning

60% Funding & Investment

20% Financial Consulting +1

10% Commercial Financing

Focus Areas

100% Wealth & Asset Management

Blue Ridge Construction Capital, a Funding & Investment company, was founded in 2022. They provides Funding & Investment and Financial Consulting.
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Transition Capital Partners

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Southlake, TX

Services provided

30% Financial Advising & Planning

35% Commercial Financing

35% Funding & Investment

Focus Areas

100% Wealth & Asset Management

Transition Capital Partners is a small Commercial Financing company. Founded in 1993, the team focuses on Commercial Financing and Funding & Investment.
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Bright Equities

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lewisville, TX

Services provided

40% Financial Advising & Planning

30% Commercial Financing

30% Funding & Investment

Focus Areas

100% Wealth & Asset Management

Launched in 1948, Bright Equities is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing and is based in Lewisville, Texas.
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Surely Now

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Plano, TX

Services provided

40% Financial Advising & Planning

20% Financial Consulting

20% Insurance Services & Brokers +2

10% Accounting

10% Business Consulting

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Financial Advising & Planning company Surely Now was launched in 2021. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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Aspen Wealth Management

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Fort Worth, TX

Services provided

40% Financial Advising & Planning

20% Accounting

20% Financial Consulting +1

20% Insurance Services & Brokers

Focus Areas

40% Wealth & Asset Management

60% Retirement Planning

Aspen Wealth Management, a Financial Advising & Planning company, was established in 2004. Headquartered in Fort Worth, Texas, the team offers Financial Advising & Planning and Accounting.
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BakerAvenue Wealth Management

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Southlake, TX

Services provided

50% Financial Advising & Planning

25% Accounting

25% Commercial Financing

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

BakerAvenue Wealth Management is a San Francisco, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.
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Business Relationships Profits

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Addison, TX

Services provided

20% Financial Advising & Planning

60% Business Consulting

20% Financial Consulting

Focus Areas

50% Wealth & Asset Management

50% Debt Consulting

Business Relationships Profits is a Business Consulting company. Their small team is located in Addison, Texas. Their team offers Business Consulting and Financial Advising & Planning.
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VRC (Valuation Research Corporation)

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dallas, TX

Services provided

20% Financial Advising & Planning

80% Commercial Financing

Focus Areas

25% Wealth & Asset Management

50% Debt Consulting

25% Retirement Planning

VRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.
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Clutch Leaders Matrix

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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More

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Focus accounts for a company’s specialization within a certain service.

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Ability to Deliver considers three criteria:

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Market presence and reputation in the industry

List of the Top Dallas Wealth and Asset Management Companies

CMH Advisors, PLLC

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Ability to deliver

5.9/40.0

0/20 Reviews

0/10 Clients & Experience

6/10 Market Presence

Service focus

30% Financial Advising & Planning

50% Wealth & Asset Management

70% Other

View Profile Visit Website
Skytale Group

$1,000+

$100 - $149 / hr

50 - 249

Dallas, TX

Ability to deliver

8.8/40.0

0/20 Reviews

2.1/10 Clients & Experience

6.8/10 Market Presence

Service focus

25% Financial Advising & Planning

15% Wealth & Asset Management

75% Other

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OverlayAnalytics

$5,000+

$300+ / hr

10 - 49

Dallas, TX

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

15% Financial Advising & Planning

90% Wealth & Asset Management

85% Other

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McGowanGroup Asset Management

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Financial Advising & Planning

100% Wealth & Asset Management

50% Other

View Profile Visit Website
Capital Concepts

$1,000+

< $25 / hr

50 - 249

Irving, TX

Ability to deliver

5.5/40.0

0/20 Reviews

0/10 Clients & Experience

5.5/10 Market Presence

Service focus

25% Financial Advising & Planning

15% Wealth & Asset Management

75% Other

View Profile Visit Website
Paceline Equity Partners

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% Financial Advising & Planning

100% Wealth & Asset Management

60% Other

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Clearview Investments, Ltd.

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% Financial Advising & Planning

100% Wealth & Asset Management

60% Other

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Energent, L.P.

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Financial Advising & Planning

100% Wealth & Asset Management

50% Other

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Satori Capital

Undisclosed

Undisclosed

50 - 249

Dallas, TX

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Financial Advising & Planning

70% Wealth & Asset Management

80% Other

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Capstone Partners

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

30% Financial Advising & Planning

100% Wealth & Asset Management

70% Other

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Lantern Capital Partners

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% Financial Advising & Planning

60% Wealth & Asset Management

60% Other

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Latticework Capital Management, LLC

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Financial Advising & Planning

100% Wealth & Asset Management

80% Other

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Valesco Industries, LLC

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Financial Advising & Planning

50% Wealth & Asset Management

80% Other

View Profile Visit Website
Five States Energy Company, LLC

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Financial Advising & Planning

100% Wealth & Asset Management

80% Other

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Realty Capital Partners

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Financial Advising & Planning

80% Wealth & Asset Management

80% Other

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