Skip to main content
Fidelon
← All firms
Market Standing · 2026

The most transparent firms in Dallas-Fort Worth-Arlington.

1586 scored firmsTop 10 recognizedfidelon.com/markets/dallas-fort-worth-arlington-tx
#1IA-only$512M93.1ARecognized · #1 Firm
2IA-only—92.8Arank within Top 10; below the 80 standard
3IA-only$163M92.6ARecognized · Top 10
4IA-only$552M92.2ARecognized · Top 10
5IA-only$68M92.2ARecognized · Top 10
6IA-only—92.2Arank within Top 10; below the 80 standard
7IA-only—92.1Arank within Top 10; below the 80 standard
8IA-only—92Arank within Top 10; below the 80 standard
9
Vision Research
CRD 160626
IA-only—92Arank within Top 10; below the 80 standard
10IA-only—91.9Arank within Top 10; below the 80 standard
11IA-only—91.8A—
12
Gann Capital
CRD 299554
IA-only—91.7A—
13
Wkw Partners
CRD 157456
IA-only—91.6A—
14IA-only$305M91.4A—
15IA-only—91.4A—
16IA-only$7.5M91.1A—
17IA-only$22M91A—
18IA-only—91A—
19IA-only—91A—
20IA-only—91A—
21IA-only$5.6M91A—
22IA-only—91A—
23IA-only$24.3M91A—
24IA-only—91A—
25IA-only—91A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Dallas-Fort Worth-Arlington

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    JOHN ALLEN KVALE
    J.K. FINANCIAL, INC. · Dallas, TX
    Sign in to view — free
  2. 2
    ALBERT EVERETT DEAN III
    RIVERCHASE WEALTH MANAGEMENT, LLC · Flower Mound, TX
    Sign in to view — free
  3. 3
    SEAN PAUL KELLEHER
    RIVERCHASE WEALTH MANAGEMENT, LLC · Flower Mound, TX
    Sign in to view — free
  4. 4
    NATHAN WAYNE DAVIS
    ASPEN WEALTH MANAGEMENT, LLC · Fort Worth, TX
    Sign in to view — free
  5. 5
    RYAN WILLIAM HUEY
    ROSEROCK WEALTH MANAGEMENT, LLC · Dallas, TX
    Sign in to view — free
  6. 6
    JEFFREY MATTHEW MOSS
    MOSS, LUSE & WOMBLE, LLC · Plano, TX
    Sign in to view — free
  7. 7
    EDWARD FRANKLIN SULLIVAN JR.
    EFS ASSET MANAGEMENT LLC · Dallas, TX
    Sign in to view — free
  8. 8
    JOHN COLEMAN GAY
    FRISCO FINANCIAL PLANNING · Frisco, TX
    Sign in to view — free
  9. 9
    HARMEN CHRISTIAAN OVERDIJK
    LEO WEALTH AMERICAS, LLC · Hong Kong
    Sign in to view — free
  10. 10
    BARCLAY D NELSON
    BIRCH CAPITAL MANAGEMENT, LLC · Dallas, TX
    Sign in to view — free
All financial advisors in DallasFinancial advisory firms in Dallas