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Best Lists

The Top Wealth Managers in Dallas 2017

Out of the 50 that applied, 25 firms and teams were selected.
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How We Did It:
We asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, 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 $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 been in existence for at least five years. They must also hold themselves out as fiduciaries for their clients and provide them with the required DOL fiduciary disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers were current as of June 12, 2017. Out of the 50 that applied, 25 firms and teams were selected.

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