City
Wealth management firms in Arlington, Texas
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Arlington, Texas reported $1.9 billion in regulatory assets under management; the largest by assets was Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services, with $909.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $170.7 million
- SEC-registered, of those listed
- 3 of 11 (27.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services | SEC | $909.3 million | 1,347 |
| 2 | Capital Markets IQ, LLC | SEC | $571.4 million | 884 |
| 3 | Parkstone Wealth Management, LLC | SEC | $210.6 million | 87 |
| 4 | DBA Fee Only Financial Planning, Inc. | State | $80.0 million | 36 |
| 5 | Millennium Portfolio Advisors | State | $45.5 million | 182 |
| 6 | Callaway Financial Services | State | $22.6 million | 232 |
| 7 | Ross Wealth Group, LLC | State | $19.1 million | 170 |
| 8 | Plumb Financial | State | $10.4 million | 42 |
| 9 | F3 Wealth Management, LLC | State | $8.4 million | 41 |
| 10 | JDG Wealth Management Group, LLC | State | $0 | 0 |
| 11 | Peach Wealth Management | State | $0 | 0 |
Wealth management firms in Texas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.