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Financial stability for a life well earned.

For decades, Smith Anglin has been dedicated to helping clients build and protect their wealth. We offer personalized wealth management with deep expertise in investing, tax planning, and aviation retirement readiness, all with a focus on securing your financial future.

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Wealth management for life.®

Founded in 1967, Smith Anglin is a leading wealth advisory and management firm based in Dallas, Texas. As trusted personal financial advisors and stewards, we provide an elevated standard of care and manage over $2 billion in client assets for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning, and aviation retirement readiness, our mission is to conscientiously secure the financial well-being of our clients over the course of their lives. Our wealth management advisors work diligently to help them achieve their goals, dreams, and financial security.

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Years of Experience
$ 0 +
Billion Managed
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Clients in 48 States
years of experience
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$1.9+
billion managed
National footprint: Clients in 48 states
(and abroad)

A long history of providing honest, compassionate, and informative service. Read what our clients are saying.

"I don't know what you can do to improve. For us, Smith Anglin has been wonderful. Best of all is our rapport with our advisor. My wife and I feel comfortable bringing anything to his attention and though we’ve never met him face-to-face, we think of him as not only an advisor but a personal friend. Everyone else we’ve had contact with at Smith Anglin has also been wonderful."
Tim T.
Retired Pilot
Client since 2019
Tim T.<br>Retired Pilot<br>Client since 2019
"Personal service from my advisor is GREAT! I'm VERY happy with our experience and have nothing I would change."
Jeff E.
Active Pilot
Client since 2019
Jeff E.<br>Active Pilot<br>Client since 2019
"The quality, experience, character and integrity of the Smith Anglin team is outstanding. I have every confidence in their ability to manage my portfolio and anytime I have a question or concern I can always reach them in a moment’s notice."
Ben S.
Active Pilot
Client since 2015
Ben S.<br>Active Pilot<br>Client since 2015
"My advisor is always available to answer my questions and keeps me in the loop on our retirement goals. Never any pressure to take on more than what we’re comfortable with. I truly feel our advisor has our best interests/goals in mind and I feel very confident and comfortable with his financial expertise and recommendations."
Mark C.
Active Pilot
Client since 2018
Mark C. <br>Active Pilot<br>Client since 2018
"I value the personal care of an expert watching my financial investments while I am overseas at work and unable to notice and react to market volatility."
Tom M.
Retired Pilot
Client since 2013
Tom M.<br>Retired Pilot<br>Client since 2013

All testimonials are provided by current clients of Smith Anglin Financial. Clients were not compensated for testimonials, direct or otherwise. To our knowledge, no other conflicts of interest exist regarding these testimonials. For more information, click this link

Awards & Recognition

Forbes Top RIAs in America (1)
investment-news
FA-Americas Top RIAs-Logo-2024
ACBJ- 4895_REVISED_WEB_BADGE_111236

Why should you choose Smith Anglin?

Managing Partner Weston Pollock explains what being a fiduciary means and why it’s important when choosing a personal financial adviser and wealth management firm.