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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Dallas, TX

Every SEC-registered financial advisor at a firm office in Dallas who lists the Chartered Financial Analyst designation, A to Z.

The short answer

184 CFA charterholders work in Dallas; the most are at Barrow Hanley Global Investors (15). 43 are also registered broker representatives.

CFA advisors in Dallas, A to Z

Every advisor in Dallas →

Firms with the most CFA charterholders in Dallas

Barrow Hanley Global Investors 15Corient 8Lee Financial Company, LLC 6Tolleson Private Wealth Management 6True North Advisors, LLC 6Neuberger Berman Bd LLC 5Grant Thornton Financial Advisors LLC 4Rockefeller Financial LLC 4Smith Group Asset Management, LLC 4View Capital Ria, LP 4Hodges Capital Management Inc. 3Morgan Stanley 3Turtle Creek Wealth Advisors, LLC 3Vaquero Private Wealth, Ltd. 3Ackerman Capital Management 2

CFA advisors in other Texas cities

All of Texas →

Houston 168Austin 134Plano 57Fort Worth 42San Antonio 42Frisco 9Westlake 9Irving 7Southlake 7Sugar Land 7Bellaire 5Cedar Park 5McKinney 5Cypress 4Katy 4The Woodlands 4Addison 3College Station 3Colleyville 3Pflugerville 3Rockwall 3

Questions

How many CFA financial advisors are in Dallas, TX?

184 SEC-registered investment adviser representatives at firm offices in Dallas, Texas list the CFA designation; Barrow Hanley Global Investors employs the most of them (15).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Dallas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.