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The Top Wealth Managers in Dallas 2013

These firms want to help make you rich.
By D Magazine |


Ackerman Capital Management
Ackerman Capital Management, LP, Dallas, 214-361-5383

Bob Walker
Morgan Stanley, Dallas, 214-696 -7044

Buckingham Asset Management
Buckingham Asset Management, Dallas, 972-661-3355

Cadent Capital
Raymond James Financial Services, Inc., Dallas, 972-441-4554

Calandro Group
Merrill Lynch, Dallas, 214-969-2324

Christensen Wealth Management Group
Wells Fargo Advisers, Dallas, 214-740-3229

Cornerstone Investment Services
National Financial Services, Poetry, 972-563-8990

Foster-Treger Investment Group
Wells Fargo Advisors, Fort Worth 817-338-1401

Galbraith Group
Deutsche Bank, Dallas, 214-740-7775

Gatlin & Associates
Merrill Lynch, Dallas, 214-969-2344

The HGG Group
Merrill Lynch, Plano, 972-422-6044

Kindred Stephens Financial Group
Wells Fargo Advisor Financial Network, Dallas, 214-382-5301

KNH Wealth Management
UBS Financial Services, Inc., Addison, 972-450-4361

Kravitz Group
UBS Financial Services, Inc., Addison, 972-450-4334

The Maynard Group
Merrill Lynch, Dallas, 214-750-2099

Miller, Knox, Dennis & Gather
Merrill Lynch, Fort Worth, 817-877-9677

The Park Cities Group
Morgan Stanley, Dallas, 214-696-7140

PIainsCapital Bank Wealth Management & Trust
PlainsCapitaI Bank Wealth Management & Trust, Dallas, 214-252-4030

Price, Dilworth & Associates
Merrill Lynch, Southlake, 817-410-4940

Quest Capital Management, Inc.
Quest Capital Management, Inc, Dallas, 214-691-6090

Renee Sterling
Morgan Stanley, Dallas, 214-696-7118

Robertson, Griege & Thoele
Robertson, Griege & Thoele, Dallas, 214-360-7000

RSA Group
Merrill Lynch, Dallas, 972-386-1395

Sloan Wealth Management
Schwab, Dallas, 214-720-7500

Spellman Meaney Group
Carter Financial Management, Dallas, 214-363-4200

The Stephenson/Baun Wealth Management Group
UBS Financial Services Inc., Dallas, 214-220-0400

Talis Advisory Services
Talis Advisers, Plano, 972-378-1794

United Capital Private Wealth Counseling
United Capital Private Wealth Counseling, Dallas, 214-520-1200

Vogel Financial Advisors
Vogel Financial Advisors, LLC, Dallas, 214-346-5880

Watt Wealth Management
Wells Fargo Advisers, Demon, 940-381-5530

Wendy S. Edwards
Wells Fargo Advisers, Plano, 972 -473-5961

Westwood Trust
Westwood Trust, Dallas, 214-756-6900

Wilshire Wealth Management Group
Merrill Lynch, Plano, 972-384-2080

Yonack Group
Morgan Stanley, Dallas, 214-468-7209

The focus of the National Association of Board Certified Advisory Practices (NABCAP) is to provide objective differentiation between financial advisory practices and, through its evaluation process, to help add transparency to the financial services industry. Even though the NABCAP Premier Advisors’ list is comprehensive, it should not be considered exhaustive. The following disclaimers should be considered: [a] To ensure the best interests of the investing public, NABCAP does not accept financial support from advisory practices, financial institutions, or the media in exchange for beneficial reviews, rankings, or industry insight. NABCAP is not affiliated with any adviser or financial institution participating in the survey. [b] Selecting a NABCAP Premier Advisor is no guarantee as to future investment success, nor is there any guarantee that the selected financial advisory practice will be designated as a Premier Advisor by NABCAP in the future. [c] The inclusion of a financial advisory practice on the NABCAP Premier Advisor’s list should not be construed as an endorsement of the financial advisory practice by NABCAP or D Magazine. [d] NABCAP invites all advisers in a market to participate, but some that might qualify for the list don’t appear on it because they chose not to participate. If they had participated, other firms that did make the list might not have. [e]  NABCAP screens candidates for regulatory compliance issues. Checks and balances are imposed to limit the inclusion of an adviser with a negative regulatory history or multiple client complaints. These checks and balances include: (i) NABCAP requires financial advisers to be registered/licensed financial advisers in good standing with state and federal regulatory bodies. In addition, NABCAP requires financial advisers to be in compliance with their respective broker/dealer or affiliated representation. (ii) NABCAP reviews each financial adviser and support staff’s U-4 or ADV to verify their employment and compliance record. (iii) If an advisory practice makes the list with a settlement on its record, we recommend that investors inquire with the advisory practice and their supervisor for the nature of the settlement. [f] The supervisor survey is structured to make it equally easy for a respondent to give negative or positive responses, and the method of calculating results incorporates both negative and positive survey responses. [g] NABCAP does not perform subjective analysis of the survey results but assigns numerical ratings based on questionnaire and survey responses as well as third-party verification. [h] 25,000+ direct contacts were made via email and mail in Texas and indirect to subscribers for participation/nomination of participants. Premier Advisors’ list will not exceed 3.5 percent of each market’s financial advisory practices. [i] NABCAP created the methodology and process.  Rank Premier Advisors is contracted to administer the evaluation process. [j] All advertisements in the special advertising section were sold exclusively by D Magazine and are not endorsed by NABCAP. 

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