Each year, D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices.
The final list will be selected based on the following criteria: Top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary action. Additionally, all firms (or teams, should the team be applying as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 13, 2018). Per recent regulation changes, all Top Wealth Manager winners must hold themselves out as fiduciaries for their clients and provide them with the required DOL fiduciary disclosure. A panel of esteemed local wealth managers will review the final list.
All data included in the feature (total AUM for individuals, client retention rate, etc.) will be current as of June 13, 2018. Please fill in your information carefully, as we will be unable to accommodate changes to your data after you submit.
Submissions will be accepted between Wednesday, May 23 and Wednesday, June 13.
Questions or comments? Email Emily Heft, Research Editor: [email protected]