All listings in Dallas

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City: Dallas

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Home Page/Dallas
Most Awarded
360 Wealth Management
locationDallas, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
locationDallas, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
360 Wealth Management is a financial advisory firm based in Dallas, Texas. 360 Wealth Management provides financial planning services, wealth manageme...
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services
Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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ACIS Capital Management
locationDallas, Texas
company size
Company size:  1-10
AUM
AUM: Up to $2B
locationDallas, Texas
company size
Company size:  1-10
AUM
AUM: Up to $2B
ACIS Capital Management is a registered investment adviser and affiliate of Shorewood Management, LP. ACIS Capital Management is an alternative cred...
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services
Investment ManagementInstitutional Services
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Adams Wealth management
company size
Company size:  1-10
AUM
AUM: Up to $2B
company size
Company size:  1-10
AUM
AUM: Up to $2B
Adams Wealth Management provides investment advisory services, financial planning and insurance for individuals through a comprehensive planning proce...
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Categories
services
Wealth ManagementInvestment Management
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Advisor Resource Council
locationDallas, Texas
company size
Company size:  51-200
AUM
AUM: $2B - $5B
locationDallas, Texas
company size
Company size:  51-200
AUM
AUM: $2B - $5B
Advisor Resource Council is an independent, SEC-registered investment adviser based in Dallas, Texas founded in 2012. Advisor Resource Council provide...
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Categories
services
Investment ManagementInstitutional Services
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Allegiance Capital Corporation
locationDallas, Texas
company size
Company size:  11-50
locationDallas, Texas
company size
Company size:  11-50
Allegiance Capital is an M&A investment bank that has been providing expert financial services to mid-sized, privately held companies since 1998. Its ...
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Categories
sectors
Consumer and RetailEnergy and PowerFinancial Servi...
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ALM First Financial Advisors
locationDallas, Texas
company size
Company size:  51-200
AUM
AUM: $50B+
locationDallas, Texas
company size
Company size:  51-200
AUM
AUM: $50B+
ALM First Financial Advisors is an SEC-registered investment advisor focused on providing financial advisory services for banks and credit unions.
Categories
services
Investment ManagementInstitutional Services
Favorites
Anson Funds Management
locationDallas, Texas
company size
Company size:  1-10
AUM
AUM: Up to $2B
locationDallas, Texas
company size
Company size:  1-10
AUM
AUM: Up to $2B
Anson Funds Management LP is an independent, SEC registered investment adviser based in Dallas, Texas founded in 2003. Anson Funds Management LP prov...
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Categories
services
Investment ManagementInstitutional Services
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Apeiron RIA
locationDallas, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
locationDallas, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
Apeiron RIA LLC is an independent, SEC-registered investment adviser based in Dallas, Texas found in 2011. Apeiron RIA LLC provides advisory services...
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Categories
services
Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Aspen Advisors
locationDallas, Texas
company size
Company size:  1-10
locationDallas, Texas
company size
Company size:  1-10
Aspen Advisors, LP is an investment bank focused on the needs of small to middle market companies and investors. Its highly skilled team possesses ma...
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Categories
sectors
Consumer and RetailFinancial ServicesHealthcare & Life Scien...
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Atlas Wealth Advisors LLC
locationDallas, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
locationDallas, Texas
company size
Company size:  11-50
AUM
AUM: Up to $2B
Atlas Wealth Advisors is a wealth management firm based in Dallas, Texas founded in 2010. Atlas Wealth Advisors provides investment management, retire...
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Categories
services
Wealth ManagementTrust & Estate PlanningInvestment Management
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