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Top Wealth Managers 2016

The top pros in their field as chosen by their peers.

How We Did It: We asked every wealth management firm and team in the Dallas-Fort Worth chapters of the Financial Planning Association®, Chartered Financial Analyst Association®, and the Investment 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 $50 million; average assets under management per client of at least $750,000; a 93 percent client retention rate over the last two years; no current disciplinary action; and at least five years of experience. They must also hold themselves out as a fiduciary for their clients. A panel of esteemed local wealth managers reviewed the final list.

Advisory Practice Name/Firm Name Total Assets Under Management for Individual Clients Average Assets Under Management Per Client Clients to Advisor Ratio Years of Experience Firm Model
Cadent Capital, LLC $260,000,000 $2,400,000 27 to 1 5 years Part of Independent Broker Dealer
Carter Financial Management, Inc. $827,147,675 $934,630 98 to 1 40 years Independent RIA & Part of Independent Broker Dealer
Certified Financial Strategies Corp. $50,000,000 $750,000 66 to 1 25 years Independent RIA
Chessman Wealth Strategies $152,500,000 $755,000 66 to 1 11 years Independent RIA
Covenant $1,350,000,000 $5,530,000 22 to 1 6 years Independent RIA
Frontier Investment Management Company $1,760,000,000 $1,600,000 65 to 1 22 years Independent RIA
Gibson Private Wealth Advisors $135,000,000 $1,200,000 60 to 1 25 years Part of Independent Broker Dealer
Global Wealth Advisors $275,966,053 $862,394 80 to 1 16 years Hybrid RIA & Part of Broker Dealer
Hart & Jones $120,000,000 $2,300,000 45 to 1 15 years Part of Independent Broker Dealer
Heritage Financial Planning $162,000,000 $2,000,000 37 to 1 12 years Independent RIA
Howard Financial Services, LTD $837,527,000 $3,200,000 22 to 1 22 years Independent RIA
Insight Wealth Partners, LLC $344,000,000 $765,000 75 to 1 6 years Independent RIA
Jones, Cannon and Associates $271,000,000 $6,950,000 80 to 1 16 years Part of a Broker Dealer
Keener Financial Planning, LLC $70,000,000 $852,000 26 to 1 8 years Independent RIA
Lee Financial Corporation $1,019,000,000 $2,800,000 30 to 1 40 years Independent RIA
Optima Asset Management, Inc. $415,843,200 $5,860,550 38 to 1 20 years Independent RIA
Pegasus Advisors, LLC $51,000,000 $911,000 28 to 1 16 years Independent RIA
Quest Capital Management, Inc. $1,102,806,586 $1,712,432 71 to 1 29 years RIA & Broker Dealer
RSA Group $548,000,000 $2,200,000 38 to 1 5 years Part of Broker Dealer
SFMG Wealth Advisors $958,994,009 $1,551,770.00 69 to 1 21 years Independent RIA
Talis Advisory Services, LLC $170,000,000 $960,000 30 to 1 17 years Independent RIA
Tolleson Wealth Management $4,628,377,000 $30,000,000 6 to 1 16 years Independent RIA
True North Advisors, LLC $1,200,000,000 $2,500,000 47 to 1 16 years Independent RIA
Vogel Financial Advisors, LLC $286,000,000 $1,300,000 75 to 1 16 years Independent RIA

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