The Top Wealth Managers in Dallas 2014

These firms may help you grow your assets.

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

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