| ADVISORY PRACTICE NAME | AVG ASSETS UNDER MANAGEMENT PER CLIENT | AVG NO. OF CLIENTS PER ADVISOR | ADVISORS TO SUPPORT STAFF | TOP FIVE SPECIALTIES | CREDENTIALS |
|---|---|---|---|---|---|
| Ackerman Capital Management | $1,575,000 | 35 | 2:2 | RP, IM, PM, CP, AM | CFA, CFP |
| Cadent Capital, LLC | $1,950,000 | 29 | 4:1 | RP, PP, RM, EP, PM | CLU, CFA, CFP |
| Calandro Group | $2,100,000 | 65 | 2:6 | RP, FP, EP, CM, AM | CFP |
| Christensen Wealth Management Group | $2,900,000 | 63 | 2:1 | FP, IM, PM, CM, AM | CFP |
| Galbraith Group | $1,500,000 | 100 | 3:2 | WP, IM, FS, PM, CM | CFP |
| Gatlin & Associates | $1,170,000 | 108 | 3:1 | RP, BP, EP, PM, CM | CFP |
| HGG Group | $1,800,000 | 70 | 3:3 | RP, IM, RS, RM, AM | CFP |
| Jones, Cannon and Associates | $1,280,000 | 60 | 2:1 | RP, FP, BP, RM, CM | CRPS, CFP |
| Kindred Stephens Financial Group | $1,200,000 | 50 | 2:2 | FP, WP, RM, PM, LM | CFP |
| KNH Wealth Management | $3,500,000 | 88 | 2:3 | FP, IM, RM, CM, SA | CHFC, CIMA, CFP |
| Kravitz Group | $2,500,000 | 175 | 4:2 | RP, FP, HP, IM, PM | CFP |
| Maynard Group | $1,900,000 | 58 | 2:2 | RP, IM, PP, PM, CM | CIMA, CFA, CFP |
| Park Cities Group | $1,150,000 | 75 | 4:2 | FP, HP, PM, CM, PA | CFP |
| PlainsCapital Bank Wealth Management & Trust | $2,100,000 | 120 | 5:4 | RP, FP, IM, EP, PM | CFA |
| Quest Capital Management, Inc. | $1,600,000 | 98 | 6:1 | FP, IM, PP, EP, CM | CIMA, CFP |
| Renee Sterling | $2,500,000 | 60 | 1:1 | WP, HP, IM, EP, SA | N/A |
| Robert Walker | $1,000,000 | 100 | 1:1 | FP, IM, RS, PM, CM | N/A |
| Robertson, Griege & Thoele | $7,450,000 | 37 | 11:9 | FP, IM, FS, EP, CM | CLU, CFA, CHFC, CFP |
| RSA Group | $2,100,000 | 44 | 5:2 | RP, RM, ES, PM, CM | CFA, CIMA, CAIA, CFP |
| Shott Miller | $3,500,000 | 250 | 4:2 | RP, IM, PM, CM, AM | N/A |
| Sloan Investment Management, LLC | $3,100,000 | 26 | 5:4 | IM, BP, FS, PM, AM | N/A |
| Spellman Meaney Group | $1,100,000 | 56 | 2:1 | RM, WP, EP, PM, CM | CFP |
| The Stephenson/Baun Wealth Management Group | $1,700,000 | 100 | 2:2 | RP, FP, WP, PM, CM | CIMA, CFA, CFP |
| Talis Advisory Services | $875,000 | 41 | 5:1 | RP, FP, WP, EP, PM | CFP |
| Vogel Financial Advisors | $1,175,000 | 180 | 1:2 | RP, FP, IM, PM, CM | CPA, CFP |
| Wendy S. Edwards | $650,000 | 125 | 1:1 | RP, WP, IM, RS, CM | CLU, CFP |
| Wilshire Wealth Management Group | $6,200,000 | 14 | 7:3 | IM, BP, EP, CP, CM | CIMA, CFP |
KEY
Credentials & Specialties Index
AM: Asset Allocation Management
BP: Business Planning
CAIA: Chartered Alternative Investment Analyst
CFA: Chartered Financial Analyst
CFP: Certified Financial Planner
CHFC: Chartered Financial Consultant
CIMA: Certified Investment Management Analyst
CLU: Chartered Life Underwriter
CM: Comprehensive Wealth Management
CP: Capital Preservation
CPA: Certified Public Accountant
CRPS: Chartered Retirement Plans Specialist
EP: Estate Planning
ES: Executive Services
FP: Financial Planning
FS: Family Office Services
HP: High Profile Individuals
IM: Investment Management
LM: Liability Management
PA: Professional Athletes
PM: Portfolio Management
PP: Philanthropic Planning
RM: Risk Management
RP: Retirement Planning
RS: Retirement Services
SA: Separately Managed Accounts
WP: Wealth Preservation Insurance
