Friday, February 3, 2023 Feb 3, 2023
37° F Dallas, TX
Best Lists

The Top Wealth Managers in Dallas 2017

Out of the 50 that applied, 25 firms and teams were selected.
By D Magazine |
Image
iStock

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.

Related Articles

Image
Best Lists

Best Shoe Store: Neiman Marcus

You don’t go shoe shopping at Neiman’s. You go shoe buying.
By Ricky Ferrer
Image
Best Lists

Best Music Act: Leon Bridges

From his voice to his very particular style, there has perhaps never been a more natural performer to come out of North Texas.
By Ricky Ferrer
Image
Best Lists

Best Home Accessories Store: Ceylon et Cie

Prepare to be dazzled by an array of treasures from all around the world.
By Ricky Ferrer