Sunday, May 29, 2022 May 29, 2022
Dallas, TX
Best Lists

Top Wealth Managers in Dallas 2018

The market has been on a nearly unprecendented run. But how has your portfolio performed?
By  |
Image
ISPOT

The financial professionals who made our annual list can make sure you’re getting the returns you deserve—and protect you against the inevitable. Because bull markets don’t last forever.

How we compiled this list: 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 Investments and Wealth Institute to tell us about their practices. 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; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary action. Additionally, all firms (or teams, should the team be applying as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 13, 2018). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 44 that applied, 24 firms and teams were selected.

Related Articles

Image
Lists

The 100 Greatest Dallasites of All Time

We nominated 302 of the city’s most intriguing and influential people, then opened it up to an online vote. Here's the top 100.
By