Best Financial Advisers in DFW TX Local

In Dallas, Behringer specializes in acquiring and managing commercial real estate across Texas. Established in 1989 by Robert M. Behringer, the firm has grown through several evolutions, including Behringer Partners and Behringer Harvard, before becoming Behringer today. The company works with private and public equity and debt investments through partnerships, REITs, and closed-end funds. Behringer has attracted more than $6 billion in investor capital and acquired over $11 billion in assets across 10 countries, covering more than 28 million square feet of commercial real estate. Behringer focuses on identifying high-value assets and optimizing performance for long-term growth for its investment partners.

Planning for retirement, investments, or overall financial goals can feel overwhelming without guidance. Frisch Financial Services helps Aubrey residents work through these decisions with personalized financial planning support. The firm focuses on helping clients understand their options and build a plan suited to their individual situation. Located on Fishtrap Rd in Aubrey, TX, Frisch Financial Services serves people looking for a local financial adviser they can meet with directly rather than working through a call center. For anyone in the Aubrey area wanting to organize their finances or plan ahead for major life goals, Frisch Financial Services offers a straightforward starting point. Call to schedule a consultation.

Intrua Financial provides financial planning and investment advisory services to clients throughout Dallas and the Dallas-Fort Worth area, working through the Charles Schwab platform. The firm helps individuals and families with retirement planning, investment management, and long-term financial strategy. Its Dallas base serves clients across the DFW metro.

Upstream Investment Partners provides investment and private wealth management services to individuals and families throughout Allen and the Dallas-Fort Worth area. The firm offers investment management and financial planning tailored to each client's goals. Its Allen base serves clients across the greater DFW metro.