Sunday, February 25, 2024 Feb 25, 2024
63° F Dallas, TX
Advertisement
Best Lists

These Are Dallas-Fort Worth’s Top Wealth Managers for 2023

We asked every wealth management firm and team in North Texas to help us find the best among their peers. Here are the wealth managers that stand out in 2023.
By D Magazine |
Image

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 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 actions. Additionally, all firms (or teams, should the team apply as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 5, 2023). 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 63 that applied, 42 firms and teams were selected.

Advertisement

These Are Dallas-Fort Worth’s Top Wealth Managers for 2023

{{ oneIndex }} / {{ images.length }}

Advertisement

Related Articles

Image
Architecture & Design

The 2023 Best Architects in Dallas

Our annual list of the top 60 firms in town is here.
By D Home
Image
Best Lists

The Best Financial Planners in Dallas-Fort Worth for 2023

A total of 938 votes were cast, and 301 individuals were nominated. Of these, 90 were selected.
By D Magazine
Wilson Fuqua and Max Levy
Architecture & Design

Preservation vs. Modernism: a Conversation on the State of Dallas Architecture

Two living legends of local architecture—modernist Max Levy and traditionalist Wilson Fuqua— come together to talk shop.
Advertisement