Illustration by Gable Mansfield

The Top Wealth Managers in Dallas

These financial firms were chosen by a panel of their peers.

How We Did It: D Magazine asked every wealth management firm and team in the Dallas-Fort Worth chapters of the Financial Planning Association® and the Investment Management Consultants Association® to tell us about their practice. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; a 95 percent client retention rate in the last two years; no current disciplinary action; and at least five years of experience. They must also be a fiduciary for their clients, and their compensation model cannot be commission-based. A panel of esteemed local wealth managers reviewed the final list.

Advisory Practice Name/Firm Name/City/Phone Avg. Assets Under Mgmt Per Client Advisors to Support Staff Compensation Model Firm Model Credentials
Alpha Consulting Group
Wells Fargo Advisors, Fort Worth, 817-212-8422
$550,000 3 : 1 Fee Based Part of Broker Dealer CFP, CIMA, CPWA
Beaird Harris
Beaird Harris, Dallas, 972-503-1040
$1,800,000 4 : 1 Fee Only Independent RIA CFP, CIMA, CFA, CPA
Cadent Capital, LLC
Cadent Capital, LLC, Dallas, 972-441-4554
$2,400,000 3 : 1 Fee Based Part of Independent
Broker Dealer
CFP, CFA
Carter Financial Management, Inc.
Carter Financial Management, Inc., Dallas, 214-363-4200
$1,100,000 3 : 2 Fee Based Independent RIA & Part of Independent Broker Dealer CFP
CFO4Life
CFO4Life, Coppell, 214-637-9500
$950,000 3 : 5 Fee Based Independent RIA & Part of Independent Broker Dealer CFP, CFA, CPA
Covenant
Covenant, Dallas, 214-361-4458
$5,400,000 11 : 16 Fee Only Independent RIA CFP, CIMA, CPWA, CFA, CPA
Financial Solutions Group
ARMOR Financial Solutions Group, Addison, 469-737-4108
$1,500,000 1 : 1 Fee Based Part of Broker Dealer CFP, CIMA, CPWA
Gibson Private Wealth Advisors
Ameriprise Financial, Plano, 972-437-4720
$950,000 5 : 1 Fee Based Part of Independent Broker Dealer CFP
Global Wealth Advisors
Global Wealth Advisors, Dallas, 972-931-3818
$1,100,000 4 : 5 Fee Only Independent RIA & Part of Independent Broker Dealer CFP, CPA
Heritage Financial Planning
Heritage Financial Planning, Dallas, 214-446-2100
$2,000,000 3 : 2 Fee Only Independent RIA CFP
Howard Financial Services, Ltd.
Howard Financial Services, Ltd., Dallas, 214-346-0785
$2,200,000 11 : 7 Fee Only Independent RIA CFP, CPA
Insight Wealth Partners, LLC
Insight Wealth Partners, LLC, Plano, 972-543-4800
$810,000 6 : 5 Fee Only Independent RIA CFP, CPA
Jones, Cannon, and Associates
Ameriprise Financial, Dallas, 214-272-7919
$850,000 4 : 3 Fee Based Part of Independent Broker Dealer CFP
Kindred Stephens Financial Group, LLC
Kindred Stephens Financial Group, LLC, Dallas, 214-382-5301
$1,000,000 2 : 1 Fee Based Part of Independent Broker Dealer CFP
Lee Financial Corporation
Lee Financial Corporation, Dallas, 972-960-1001
$3,000,000 11 : 16 Fee Only Independent RIA CFP, CFA, CPA
McElhenny Sheffield Capital Management, LLC
McElhenny Sheffield Capital Management, LLC, Dallas, 214-922-9200
$400,000 6 : 1 Fee Only Independent RIA CFP, CFA
Quest Capital Management, Inc.
Quest Capital Management, Inc., Dallas, 214-691-6090
$1,700,000 1 : 2 Fee Based Independent RIA & Part of Independent Broker Dealer CFP, CIMA, CPWA, CFA
RGT Wealth Advisors
RGT Wealth Advisors, Dallas, 214-360-7000
$7,400,000 5 : 14 Fee Only Independent RIA CFP, CFA, CPA, JD
Roundtable Wealth Management
Morgan Stanley, Plano, 972-964-4520
$1,000,000 1 : 1 Fee Only Part of Broker Dealer CIMA, CPWA
Sallie Behnke–The Rockefeller Center Group
Morgan Stanley, Dallas, 214-696-7132
$7,400,000 1 : 1 Fee Based Part of Broker Dealer CFP, CIMA, CPWA, CPA
SFMG Wealth Advisors
SFMG Wealth Advisors, Plano, 972-960-6460
$1,700,000 4 : 5 Fee Only Independent RIA CFP, CFA, CPA, JD
Talis Advisory Services, LLC
Talis Advisory Services, LLC, Plano, 972-378-1795
$950,000 7 : 4 Fee Only Independent RIA CFP, CPA
The Calandro Group
Merrill Lynch, Dallas, 214-969-2679
$2,300,000 1 : 2 Fee Based Part of Broker Dealer CFP
The Park Cities Group
Morgan Stanley, Dallas, 214-696-7105
$1,600,000 4 : 3 Fee Based Part of Broker Dealer CFP
The RSA Group
Merrill Lynch, Dallas, 972-980-8618
$2,100,000 5 : 2 Fee Based Part of Broker Dealer CFP, CFA
The Wilshire Wealth Management Group
Merrill Lynch, Plano, 972-384-2080
$12,800,000 7 : 3 Fee Based Part of Broker Dealer CFP, CIMA, CPWA
Tolleson Wealth Management
Tolleson Wealth Management, Dallas, 214-252-3250
$32,000,000 28 : 41 Fee Only Independent RIA CFP, CIMA, CPWA, CFA, CPA, JD
True North Advisors
True North Advisors, Dallas, 214-360-7300
$2,500,000 15 : 11 Fee Only Independent RIA CFP, CIMA, CPWA, CFA, CPA, JD
Vogel Financial Advisors, LLC
Vogel Financial Advisors, Dallas, 214-346-5880
$1,400,000 1 : 2 Fee Based Independent RIA CFP, CPA

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