Avantax Advisory Services, headquartered in Dallas, TX, is a leading national investment advisory firm with 2433 dedicated employees, all committed to delivering exceptional investment advisory services. With an impressive average of $12,670,000 in assets under management per investment advisor, they possess extensive expertise in managing a diverse range of client portfolios. Their compensation structure is designed to cater to individual needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. With over 77,940 individual clients and an impressive $30,968,246,000 in assets under management, Avantax Advisory Services has established itself as a trusted partner for individuals and employers alike. Notably, they have demonstrated their competence and experience in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. The firm boasts an impressive track record, as 75% of the assets they manage are under discretionary management, showcasing their ability to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Avantax Advisory Services also serves as a registered representative of a broker-dealer and an insurance broker or agent. Operating from 1,515 offices nationwide, Avantax Advisory Services has cultivated a team of highly experienced professionals. Among their ranks, Raymond Wilshire, James Haney, and George Famiglio stand as some of the longest-tenured advisors, exemplifying the firm's commitment to delivering trusted guidance and personalized service. Overall, Avantax Advisory Services is a reputable firm that combines a nationwide presence, robust industry knowledge, and a team of seasoned professionals to provide comprehensive investment advisory services to their diverse clientele.

Redemption Capital is a reputable investment advisory firm operating out of Midland, TX. With a single office, this small yet dynamic firm is dedicated to delivering personalized financial services to its clients. Out of their three employees, two are committed to providing comprehensive investment advisory services. Each investment advisor at Redemption Capital manages an average of approximately $47,010,000 in assets, aligning with the industry average and showcasing their competence in handling substantial portfolios. Their compensation structure incorporates various types, including a percentage of assets under management and fixed fees, ensuring a fair and transparent approach. Catering to a select group of clients, Redemption Capital serves over 20 individuals, entrusted with managing assets totaling over $92,855,000. A notable portion of their assets under management, approximately half, are derived from employer 401Ks or individual investors, reflecting the firm's expertise and experience in this domain. Furthermore, 36% of the assets they manage are discretionary, demonstrating their ability to exercise independent judgment and implement tailored investment strategies. Despite its size, Redemption Capital has established a solid reputation within the investment advisory industry. The firm benefits from the expertise and dedication of its longest-tenured registered advisors, Chad Clark and John Maxey. Their extensive experience contributes to the firm's success and their commitment to providing exceptional financial guidance. As a small investment advisory firm, Redemption Capital offers a personalized approach to wealth management. Their focus on building strong relationships with clients and providing tailored solutions sets them apart, ensuring that each client receives the attention and expertise required to achieve their financial goals.

Amicus Financial Advisors, LLC is a highly reputable investment advisory firm located in Lubbock, TX. With a team of 18 dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. Each advisor at Amicus Financial Advisors, LLC is experienced and knowledgeable, ensuring that their clients receive expert guidance tailored to their unique financial goals. With an impressive average of approximately $264,040,000 in assets under management per investment advisor, Amicus Financial Advisors, LLC outperforms the industry average, showcasing their expertise in managing substantial portfolios. Their compensation structure includes a variety of models, such as a percentage of assets under management and performance-based fees, ensuring that their interests are aligned with those of their clients. The firm boasts a robust client base of over 500 individuals, with assets under management totaling over $353,838,000. While primarily catering to high-net-worth individuals, Amicus Financial Advisors, LLC also possesses the capabilities to manage employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. Amicus Financial Advisors, LLC operates locally, proudly serving the Lubbock community, and maintains ten offices throughout the area. The firm takes pride in its dedicated team, with several of the longest-tenured advisors, including Nelson Gonzalez, Jesus Longoria, and Gregory Maxwell, contributing their vast expertise to the company's success. As a discretionary asset management firm, Amicus Financial Advisors, LLC ensures that all the assets they manage are handled with the utmost care and attention, providing their clients with peace of mind and the confidence to pursue their financial goals.

Virtus Family Office is a small investment advisory firm based out of El Paso, TX, with a solid reputation for providing comprehensive wealth management solutions to high net worth individuals. With 4 dedicated professionals, including Norma Peralta Morales, one of the longest-tenured registered advisors since 2021, Virtus Family Office offers personalized investment advisory services. Their exceptional asset management performance sets them apart from the industry, with an impressive average of $344,700,000 in assets under management per investment advisor. This figure demonstrates their expertise in navigating the complexities of financial markets and generating favorable returns for their clients. As a discretionary asset manager, Virtus Family Office has complete authority over the assets they manage. This approach allows them to make strategic investment decisions on behalf of their clients, optimizing portfolio performance and tailoring investment strategies to individual goals and risk tolerances. Virtus Family Office serves a discerning clientele, with over 40 individual clients entrusting them with assets totaling more than $344,699,000. Their compensation structure is diverse, incorporating various fee types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. With their headquarters located in El Paso, TX, Virtus Family Office combines local expertise with a global perspective to deliver exceptional financial guidance and investment management services. Their dedication to providing personalized solutions and generating outstanding results has positioned them as a trusted partner for high net worth individuals seeking comprehensive wealth management strategies.

LAUTERBACH FINANCIAL ADVISORS, LLC is a leading investment advisory firm located in El Paso, TX. With a vast client base of over 250 individuals, they manage an impressive $485,941,000 in assets. As a local firm, they understand the unique financial needs of the community and offer personalized solutions to help clients achieve their financial goals. While their primary focus is on discretionary management, Lauterbach Financial Advisors, LLC also possesses the expertise to oversee employer funds. They provide comprehensive financial planning services, specializing in retirement planning and investment management. Their team of seven dedicated professionals, including five investment advisors, collectively ensures that each client receives tailored advice and exceptional service. Lauterbach Financial Advisors, LLC offers a flexible compensation structure to meet the diverse needs of their clients. They employ various fee models, such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures transparency and aligns their interests with those of their clients. With an average of $97,190,000 in assets under management per investment advisor, Lauterbach Financial Advisors, LLC demonstrates their commitment to providing individualized attention to each client. The firm takes pride in their experienced team, with notable long-serving advisors like Billy Defrance, David Lindau, and Jon Sonnen, who contribute extensive knowledge and expertise to the company. As a trusted financial partner, Lauterbach Financial Advisors, LLC combines their local presence, comprehensive services, and seasoned professionals to guide clients towards financial success. Whether it's planning for retirement, managing investments, or navigating complex financial decisions, they are dedicated to helping clients achieve their financial aspirations.

Lubbock Financial Services, Inc., a small investment advisory firm based out of Lubbock, TX, is dedicated to providing personalized financial solutions to their clients. With over 100 individual clients and more than $124,988,000 in assets under management, they have established a reputation for delivering exceptional service. Lubbock Financial Services, Inc. understands the importance of tailored financial planning and investment strategies. While they manage a diverse range of accounts, including 401Ks and individual funds, their expertise extends to managing employer funds as well. An impressive 96% of the assets they oversee are discretionary, showcasing their ability to make informed decisions on behalf of their clients. With a compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, Lubbock Financial Services, Inc. ensures that their clients have flexibility in choosing the most suitable arrangement for their needs. The firm takes pride in their team of three highly skilled investment advisors, each dedicated to delivering comprehensive investment advisory services. On average, each advisor manages approximately $41,660,000 in assets, illustrating their competence in handling substantial portfolios. Lubbock Financial Services, Inc. boasts a team with extensive experience in the industry. Notable long-serving advisors include Tucker Mack, Brad Pruitt, and Timothy Mack, whose tenure reflects their expertise and commitment to serving clients' financial goals. In summary, Lubbock Financial Services, Inc. is a trusted investment advisory firm in Lubbock, TX, offering personalized financial solutions to a diverse clientele. With their experienced team, substantial assets under management, and commitment to excellence, they are well-equipped to guide clients towards their financial aspirations.

Syntal Capital Partners, LLC, headquartered in Midland, TX, is a reputable local investment advisory firm. With a single office location, the company boasts a dedicated team of 10 professionals, of which 5 specialize in providing expert investment advisory services. Each investment advisor at Syntal Capital Partners, LLC manages an average of approximately $88,310,000 in assets under management, demonstrating competence in handling substantial portfolios. In terms of compensation, Syntal Capital Partners, LLC offers a variety of options to their clients. Their compensation structure includes methods such as a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. Notably, 82% of the assets they manage are under discretionary management, showcasing their clients' trust in the firm's expertise. The firm primarily serves high net worth individuals, with a robust client base consisting of over 30 individuals. Impressively, Syntal Capital Partners, LLC oversees a substantial sum of assets under management, totaling more than $441,559,000. Syntal Capital Partners, LLC takes pride in its experienced team of advisors, several of whom have demonstrated exceptional dedication and loyalty to the firm. Notable long-tenured advisors include Raquel Padilla, Robert Carlyon, and Dane Crunk, who contribute their wealth of knowledge and expertise to the success of the company. With its comprehensive range of investment advisory services, sound compensation structure, and experienced team, Syntal Capital Partners, LLC stands as a trusted partner for high net worth individuals seeking professional financial guidance and asset management solutions.

BONNER & SMITH, LLC, headquartered in Lubbock, TX, is a reputable investment advisory firm catering to a diverse clientele. With over 180 individual clients, they oversee an impressive $207,635,000 in assets under management. Despite being a small firm, they possess the necessary expertise to effectively manage employer funds in addition to 401K and individual accounts, which collectively make up less than 30% of their assets. Specializing in discretionary asset management, Bonner & Smith primarily serves high-net-worth individuals, exemplifying their ability to handle substantial portfolios. The firm's compensation structure encompasses various methods, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexible options for clients. Employing a team of three highly skilled professionals, all of whom are dedicated to providing exceptional investment advisory services, Bonner & Smith maintains an average of approximately $69,210,000 in assets under management per investment advisor. This figure falls within the industry's average, demonstrating their ability to competently handle their clients' assets. The firm boasts a number of long-serving advisors, including Rusti Pitts, Raymond Bonner, and Susan Smith, whose extensive experience and expertise have contributed to Bonner & Smith's longstanding success. With a single office location, the firm's commitment to personalized service and attention to detail distinguishes them within the investment advisory landscape. In summary, Bonner & Smith, LLC is a distinguished investment advisory firm based in Lubbock, TX, known for managing significant assets for high-net-worth individuals. With their comprehensive compensation structure and a dedicated team of experienced advisors, they have built a solid reputation for delivering exceptional financial solutions to their discerning clientele.

Wisdom Index Advisors, headquartered in Prosper, TX, is a reputable investment advisory firm known for its exceptional services and impressive track record. With a team of three highly skilled professionals, including one dedicated investment advisor, they have established themselves as a trusted partner for individuals seeking comprehensive wealth management solutions. With an average of $400,000,000 in assets under management per investment advisor, Wisdom Index Advisors surpasses the industry standard, reflecting their expertise in managing substantial portfolios. Their compensation structure offers various options, including a percentage of assets under management, ensuring a transparent and mutually beneficial relationship with their clients. Catering primarily to high net worth individuals, Wisdom Index Advisors manages over $161,072,000 in assets for more than 120 individual clients. While the majority of their managed assets are for private clients, they also possess the capability to handle employer funds, although such accounts represent a smaller portion of their total assets. Operating under a discretionary model, Wisdom Index Advisors exercises full autonomy in managing 100% of the assets entrusted to them. This approach allows them to make informed investment decisions aligned with the unique goals and risk tolerance of each client. In addition to their Prosper headquarters, Wisdom Index Advisors maintains two offices to provide convenient access and personalized service to their discerning clientele. Led by experienced professionals, including Michael Davidson, one of the firm's longest-tenured registered advisors since 2019, the team at Wisdom Index Advisors remains committed to delivering exceptional financial guidance and optimizing wealth for their clients.

Quadcap Wealth Management, LLC is a renowned local investment advisory firm based out of Frisco, TX. With one office, the firm comprises a team of 12 dedicated professionals, out of which 8 specialize in providing expert investment advisory services. Leveraging their expertise, Quadcap Wealth Management manages an average of approximately $79,830,000 in assets under management per investment advisor, aligning closely with the industry average. The firm's compensation structure is multifaceted, incorporating various types such as a percentage of assets under management and fixed fees. Notably, 99% of the assets they manage are discretionary, indicating their clients' trust in their investment acumen. Quadcap Wealth Management primarily serves high-net-worth individuals, overseeing a substantial portfolio of assets. Presently, the firm caters to over 110 individual clients, managing an impressive $638,623,000 in assets under management. One distinguishing aspect of Quadcap Wealth Management is its exceptional team of advisors, some of whom have been with the firm for a significant period. Robert Alston, Cortnie Rodriguez, and David Blair are among the longest-tenured advisors, contributing their extensive experience and deep understanding of the investment landscape to the firm's success. With a commitment to providing personalized investment strategies tailored to each client's unique needs, Quadcap Wealth Management has established itself as a trusted partner in wealth management. By delivering exceptional service and demonstrating their expertise, they continue to assist clients in pursuing their financial goals and securing their financial future.

Dreher Investment Services, Inc., based out of San Angelo, TX, is a reputable and established small investment advisory firm. With over 180 individual clients, they currently manage an impressive $177,356,000 in assets. Specializing in discretionary asset management, Dreher Investment Services caters to high net worth individuals, who make up the majority of their clientele. With a focus on personalized financial solutions, Dreher Investment Services offers a range of services tailored to meet their clients' unique investment goals. While they primarily manage individual accounts and 401Ks, the firm also possesses the expertise to handle employer funds. This comprehensive approach enables them to provide holistic financial guidance to both individual investors and businesses. Dreher Investment Services employs a team of 7 dedicated professionals, 4 of whom are skilled investment advisors. With an average of $44,340,000 in assets under management per investment advisor, they maintain an industry-standard level of service. The company's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests align with their clients' success. Notably, Dreher Investment Services boasts a roster of experienced advisors, some of whom have been with the firm for an extended period. Esteemed professionals like Spencer Plagens, Katy Taylor, and Charles Robertson have provided trusted counsel and guidance to clients, solidifying the firm's reputation for excellence. In summary, Dreher Investment Services, Inc. is a well-regarded investment advisory firm in San Angelo, TX, offering tailored financial solutions to a diverse client base. With a focus on discretionary asset management and a team of experienced advisors, they provide comprehensive services that align with their clients' financial objectives.