Financial advisors in Dallas: list of 19 free CSV

How many financial advisors are in Dallas?

OpenStreetMap lists 19 named advice firms and offices inside the Dallas city boundary (1,001 km²), extract of 11 Nov 2026. 53% of the records list a website and 47% a phone number; 9 named financial advisors have no website on the public record.

Examples on the list: Avantax Wealth Management, Ayco, BBVA USA.

Financial advisors in Dallas at a glance: most are in Prestonwood (7), University Crossing (5), North Lake Highlands (2); the busiest street is Campbell Road, Prestonwood (3); records were last edited between May 2018 and May 2026; Brighton Jones and Edward Jones list a business phone.

19named advice firms and offices
53%list a website
9no website listed
8neighbourhoods
Download all 19 as CSV Get emails, phones and ratings

Data © OpenStreetMap contributors, ODbL, extract of 11 Nov 2026. The CSV is under the same licence.

All 19 financial advisors, A to Z

on the map recordmissing from the record

All 19 are shown. Use the filters to narrow them.

Financial advisors in Dallas, OpenStreetMap extract of 11 Nov 2026.
Business Street and area Website Phone Hours
Avantax Wealth Management 3200 Olympus Boulevard, Cypress Waters avantaxwealthmanagement.com
Ayconot edited since 2019 Prestonwood, no street on record
BBVA USAnot edited since 2020 8080 North Central Expressway, The Village
Brighton Jones 5956 Sherry Lane, University Crossing brightonjones.com +1-469-722-1526
Edward Jones 6333 East Mockingbird Lane, Lakewood edwardjones.com +1 214-826-7800
Highlands Residential Mortgagenot edited since 2019 12001 North Central Expressway, Lake Highlands highlandsmortgage.com +1-469-402-1200
Highlands Residential Mortgagenot edited since 2019 Prestonwood, no street on record highlandsmortgage.com +1-214-380-2300
Hurst Lending University Crossing, no street on record hurstlending.com +1-877-292-7350
Ioogonot edited since 2020 3131 McKinney Avenue, Uptown ioogo.com +1-214-643-6117
John Wucinski, CFA, CFPnot edited since 2021 6220 Campbell Road, Prestonwood
Larimore Financial Groupnot edited since 2021 6220 Campbell Road, Prestonwood
LPL Financialnot edited since 2021 6220 Campbell Road, Prestonwood
Northwestern Mutual University Crossing, no street on record
Precision Global Corporation 9330 LBJ Freeway, North Lake Highlands precisionglobalcorp.com +1 214-764-7291
SmithAnglin Wealth Management Groupnot edited since 2020 Prestonwood, no street on record
TBK Bank 12700 Park Central Drive, North Lake Highlands
The Schlichting Group 5580 Peterson Lane, Prestonwood slicktax.com +1-972-385-8182
Xccept 5956 Sherry Lane,, University Crossing xccept.com +1 888-988-2055
YourPlanCan.comnot edited since 2018 4925 Greenville Avenue, University Crossing

Download the full CSV (19 rows)

Also as Excel, GeoJSON, KML (maps and spreadsheets; same rows, same licence).

Financial advisors in Dallas with no website listed

2 of 18 named non-chain financial advisors.

  • Northwestern MutualUniversity Crossing
  • TBK Bank12700 Park Central Drive, North Lake Highlands

Show all of themEvery kind of business in Dallas without a website

Where they are

Map of the 19 financial advisors inside the Dallas boundary; most sit around Prestonwood, University Crossing, North Lake Highlands.
website listedno website, or social page only

Busiest streets

  • Campbell Road, Prestonwood3

By neighbourhood

Black: website listed.

Chains and non-chain businesses

5% of the records are branches of a chain or brand; 18 are not.

What the records hold

19 map records.
FieldRecordsShare
Street address1474%
Website (own site)1053%
Phone on file947%
Email on file (not shown)316%
Opening hours632%
Chain or brand branch15%
Edited since January 2024526%

Half the records were last edited in May 2021 or later.

Why other sites show a different number

  • Coverage. 19 mapped; Google Maps holds more.
  • Boundary. 1,001 km² (map); metro searches count more.
  • Names. 1 branches each count once.

Get the complete list with emails, phones and ratings

Businesses to contact, not customer enquiries ("leads" for your own business are a different product).

Suggested source for this list

Google Maps Business Lead & Email Finder

It searches Google Maps for the same category and city and can add emails from each business website.

  • Emails
  • Phone numbers
  • Websites
  • Star ratings
  • Review counts
  • Social profiles
  • no opening hours

One run: about $0.42 to $0.64 for 19 to 240 rows ($0.99 per 1,000 + $0.40 start fee (4 GB run)), plus platform usage ($0.80/hour).

Free plan prices; it includes $5 a month (Apify pricing).

How to run it, step by step

  1. Open Google Maps Business Lead & Email Finder on the Apify Store and sign in or create a free Apify account.
  2. Paste these 2 searches into Search phrases, one per line; the neighbourhood searches catch businesses a citywide search misses.
    1. financial advisors in Dallas, TX
    2. financial advisors in Prestonwood, Dallas, TX
  3. Set Country: United States; US state: Texas.
  4. Set Maximum leads to 300.
  5. Start it and download the results as CSV or Excel.

Open on the Apify Store What this source returns

Other ways to build or enrich it

Prices on the Free plan: per 1,000 results plus a start fee per GB of run memory, plus Apify platform usage.
SourceWhat it addsPrice
Google Maps Business Lead Finder with Email & Social Links a second Google Maps route with a different set of columns $0.99 per 1,000 + $0.10/GB start
Yelp Business Search & Review Scraper Yelp listings with ratings and review counts $0.99 per 1,000 + $0.10/GB start
LinkedIn Company Headcount & Team Directory Scraper adds headcount and team members for each company $0.99 per 1,000 + $0.10/GB start
Website Contact Page Email & Phone Crawler reads the websites in the free CSV and returns the emails and phone numbers published there $0.99 per 1,000 + $0.10/GB start
Facebook Business Page Finder by Keyword & City finds the Facebook pages of businesses that have no website $0.99 per 1,000 + $0.10/GB start

Financial advisors in other cities

CityNamedWebsite listed
Financial advisors in New York City10033%
Financial advisors in San Jose4540%
Financial advisors in Seattle3053%
Financial advisors in Portland2972%
Financial advisors in San Francisco2556%
Financial advisors in San Diego2537%
Financial advisors in Phoenix239%
Financial advisors in Raleigh225%
Financial advisors in Denver2124%
Financial advisors in Los Angeles2050%

Every city for financial advisors

More lists in Dallas

All Dallas lists

How Dallas compares: the local digital gap in Dallas, every kind of business with and without a website on the map.

Questions

How many financial advisors are there in Dallas?

At least 19: that is how many OpenStreetMap has inside the Dallas city boundary, 19 with a name (extract of 11 Nov 2026). 1 are chain branches. Google Maps usually lists more, because more owners add themselves there.

Which part of Dallas has the most financial advisors?

Prestonwood (7), then University Crossing (5) and North Lake Highlands (2); the busiest street is Campbell Road, Prestonwood (3). 8 neighbourhoods have at least one.

How many financial advisors in Dallas have no website?

9 of the 19 named financial advisors have no website on their map record; 2 of them are not chain branches.

How do I get phone numbers and emails for financial advisors in Dallas?

Run Google Maps Business Lead & Email Finder with the search "financial advisors in Dallas, TX" plus 1 neighbourhood searches such as "financial advisors in Prestonwood, Dallas, TX". One run costs about $0.42 to $0.64 ($0.40 start fee (4 GB run) included), plus platform usage, for 19 to 240 rows.

Sources

Using the list: credit OpenStreetMap contributors and keep changed copies under the ODbL; follow the outreach rules where you send. Licence and limits.

Map extract 11 Nov 2026Next refresh after 6 Dec 2026Data © OpenStreetMap contributors, ODbL