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.

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.

Styre Wealth, a small investment advisory firm based out of Ft. Worth, TX, is dedicated to providing personalized financial guidance to individuals and employers. With a single office, they boast a team of four professionals, two of whom specialize in investment advisory services. Leveraging their expertise, Styre Wealth manages an average of $80,940,000 in assets per investment advisor, aligning closely with the industry average. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately 50% of the assets they manage come from employer 401Ks and individual clients, demonstrating their proficiency in this specific domain. A significant 86% of the assets they oversee are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. Moreover, in addition to investment advisory services, Styre Wealth also operates as an insurance broker or agent, expanding their range of financial solutions. Currently, the firm serves over 140 individual clients, managing a total of $161,877,000 in assets under management. Among their seasoned professionals, Joshua Rudd and Jack Herr stand as two of the longest tenured registered advisors within the company, ensuring stability and continuity in client relationships. Styre Wealth's commitment to personalized financial guidance, extensive experience in employer 401Ks and individual investments, and a comprehensive suite of services make them a reliable partner for individuals and employers alike in achieving their financial goals.

Grunden Financial Advisory, Inc. is a respected investment advisory firm headquartered in Denton, TX, known for its personalized financial solutions. With one office, the firm is deeply rooted in the local community. Comprising a team of five dedicated professionals, three of whom specialize in investment advisory services, Grunden Financial Advisory, Inc. offers comprehensive wealth management strategies. With an average of $116,280,000 in assets under management per investment advisor, Grunden Financial Advisory, Inc. demonstrates its ability to handle substantial portfolios, aligning with the industry average. Their compensation structure is diverse, incorporating a range of methods such as a percentage of assets under management and fixed fees. Although 401K and individual accounts make up less than 30% of their assets under management, Grunden Financial Advisory, Inc. possesses the expertise to manage employer funds effectively. Notably, the firm manages 100% of the assets on a discretionary basis, ensuring flexibility and agility in investment decisions. Grunden Financial Advisory, Inc. primarily serves high-net-worth individuals, reflecting their specialization in handling substantial wealth. Currently, they have a robust client base of over 140 individuals, with assets under management exceeding $348,838,000. In addition to investment advisory services, Grunden Financial Advisory, Inc. extends their expertise as an insurance broker or agent, providing clients with comprehensive risk management solutions. The firm takes pride in their long-standing advisors, including Susannah Thomas, David Ragan, and Ricky Grunden, whose experience and knowledge contribute to the company's sterling reputation.

Dean, Jacobson Financial Services is a prominent investment advisory firm based in Fort Worth, Texas. With over 230 individual clients and a staggering $347,639,000 in assets under management, the firm has established itself as a trusted partner in the financial industry. Offering a comprehensive range of services, Dean, Jacobson Financial Services caters to both individual and employer accounts. While the firm's assets under management consist of less than 30% from 401K and individual accounts, they possess the expertise and capability to effectively handle employer funds. Notably, all of the assets managed by the firm are discretionary, ensuring a high level of control and flexibility. Dean, Jacobson Financial Services primarily serves high-net-worth individuals, managing a significant portion of their assets. Their compensation structure encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges, providing clients with flexible options that align with their unique needs. Comprising a team of seven dedicated professionals, Dean, Jacobson Financial Services boasts five investment advisors who are committed to delivering exceptional advisory services. With an average of approximately $69,530,000 in assets under management per investment advisor, the firm performs on par with the industry average. The firm takes pride in its long-tenured advisors, with notable names such as William Taylor, Timothy Lowry, and Jonathan Dumas. Their extensive experience and expertise contribute to the firm's success in providing top-notch financial guidance and personalized solutions to their valued clients. Overall, Dean, Jacobson Financial Services stands out as a reputable local firm, offering comprehensive investment advisory services to a diverse clientele while maintaining a strong commitment to professionalism and client satisfaction.

Phillips Ray Capital Management, Inc., based out of Fort Worth, TX, is a reputable investment advisory firm catering to high net worth individuals. With over 30 individual clients and a commendable track record, they oversee a substantial $111,644,000 in assets under management. As a small firm, they prioritize personalized service and maintain a single office location. Dedicated to maximizing returns for their clients, Phillips Ray Capital Management, Inc. excels in discretionary asset management, with an impressive 79% of their managed assets falling under this category. Their compensation structure is flexible and tailored to meet clients' needs, offering options such as a percentage of assets under management, fixed fees, and hourly charges. The firm's team consists of two experienced professionals, all of whom are dedicated to providing exceptional investment advisory services. Each investment advisor manages an average of approximately $55,820,000 in assets, which aligns with the industry average. Their expertise, combined with a deep understanding of the market, allows them to develop customized strategies that align with their clients' financial goals. With a strong focus on building long-term relationships, Phillips Ray Capital Management, Inc. strives to deliver unparalleled value and results. Their commitment to transparency, integrity, and sound financial advice positions them as a trusted partner in the wealth management journey of their clients.

Water Valley Investment Advisors, Inc., based out of Little Elm, TX, is a reputable investment advisory firm serving clients across the region. With three well-established offices, Water Valley Investment Advisors, Inc. has been providing exceptional investment advisory services for years. The firm takes pride in its team of three highly skilled professionals who offer comprehensive financial guidance to their clients. With an impressive average of approximately $31,330,000 in assets under management per investment advisor, Water Valley Investment Advisors, Inc. has garnered a strong reputation in the industry. Their compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are aligned with their clients' success. Notably, Water Valley Investment Advisors, Inc. excels in managing employer 401Ks and individual portfolios, with approximately half of their assets under management originating from these sources. This expertise has allowed them to build a solid foundation and establish long-standing relationships within this space. Water Valley Investment Advisors, Inc. is proud to have more than 120 individual clients, entrusting them with over $93,983,000 in assets under management. This notable client base is a testament to the firm's commitment to providing personalized and tailored investment strategies that meet the unique goals and objectives of each client. The firm boasts a team of experienced advisors, including Kevin Gesink, Kurt Dorr, and Philip Dorr, who have demonstrated their dedication and knowledge over their tenure with the company. Their collective expertise adds significant value to the services provided by Water Valley Investment Advisors, Inc., ensuring clients receive sound financial advice and guidance. With their emphasis on discretion and their track record of success, Water Valley Investment Advisors, Inc. continues to be a trusted partner for individuals and employers seeking expert investment advisory services.

Storehouse Financial LLC, based out of Fort Worth, TX, is a highly reputable and client-focused investment advisory firm. With over 400 individual clients, they currently oversee an impressive $133,785,000 in assets under management. As a small firm with two offices, Storehouse Financial LLC has established itself as a trusted partner in the financial industry. Specializing in managing employer 401Ks and individual investments, Storehouse Financial LLC possesses the expertise and qualifications to effectively handle both employer and employee needs. Their extensive experience and knowledge make them well-equipped to provide exceptional 401K plan management services. Storehouse Financial LLC's compensation structure offers various options, including a percentage of assets under management and hourly charges, ensuring flexibility and transparency for their clients. With 100% of their managed assets being discretionary, clients can trust that the firm is dedicated to making informed investment decisions on their behalf. With a team of four dedicated employees, three of whom provide investment advisory services, Storehouse Financial LLC delivers personalized attention and tailored solutions to their clientele. Their average assets under management per investment advisor, approximately $44,600,000, aligns with industry standards. Notably, Storehouse Financial LLC boasts a team of experienced advisors, including Stephen Stull, Carson Roye, and David Stull, who have been with the firm for an extended period. Their commitment to long-term client relationships is a testament to the firm's dedication to providing reliable and consistent financial guidance. Storehouse Financial LLC's unwavering commitment to their clients, extensive industry knowledge, and personalized approach sets them apart as a trusted investment advisory firm in the Fort Worth area and beyond.

SMH Capital Advisors LLC, a reputable investment advisory firm headquartered in Fort Worth, TX, proudly serves a diverse client base of over 230 individuals. With their steadfast commitment to delivering exceptional financial services, they manage an impressive $370,511,000 in assets. Boasting two strategically located offices, the firm ensures accessibility and convenience for their valued clientele. As a registered representative of a broker-dealer, insurance broker, or agent, SMH Capital Advisors LLC goes beyond traditional investment advisory services. While they specialize in discretionary management of assets, they also possess the expertise to effectively oversee employer funds, although such accounts constitute less than 30% of their asset portfolio. The compensation structure at SMH Capital Advisors LLC encompasses various options tailored to meet clients' unique needs. These options include a percentage of assets under management, hourly charges, and commissions. With a dedicated team of three highly skilled employees, all exclusively focused on delivering top-notch investment advisory services, the firm maintains a healthy average of approximately $123,500,000 in assets under management per investment advisor, aligning with industry standards. Lisa Haley, Daniel Rudnitsky, and Dwayne Moyers are among the esteemed, longest-serving advisors at SMH Capital Advisors LLC. Their extensive experience and unwavering dedication to client success epitomize the firm's commitment to providing unparalleled financial guidance. With their track record of excellence and comprehensive range of services, SMH Capital Advisors LLC continues to be a trusted partner for individuals seeking expert investment advice and comprehensive asset management solutions in the Fort Worth area and beyond.

Keene & Dorchak is a small investment advisory firm based out of Fort Worth, TX, with a team of four highly skilled professionals. With an average of $54,630,000 in assets under management per investment advisor, they offer comprehensive investment advisory services to a diverse client base. The firm manages over $163,097,000 in assets, primarily catering to high net worth individuals. While the majority of their clients are individuals, they also possess the expertise to manage employer funds. Keene & Dorchak's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' investment goals. As a discretionary investment manager, they have full authority to make investment decisions on behalf of their clients. With two office locations, the firm is well-positioned to serve clients in the Fort Worth area. Matthew Dorchak, Gregg Jahnke, and John Keene are among the firm's longest-tenured advisors, bringing extensive industry knowledge and experience to the team. Keene & Dorchak prides itself on delivering personalized investment strategies tailored to each client's unique financial objectives. With a commitment to providing exceptional service and delivering solid investment performance, they strive to build long-term relationships based on trust and integrity. Keene & Dorchak's dedication to delivering quality investment advisory services, combined with their experienced team and client-centric approach, sets them apart in the industry. As a result, they have established a strong reputation as a trusted partner in helping clients navigate the complexities of the financial markets and achieve their financial goals.

Wheat Givens Financial, LLC is a reputable small investment advisory firm based out of McKinney, TX, boasting an impressive portfolio of over 220 individual clients with assets under management surpassing $140,889,000. With their singular office in McKinney, they offer expert financial guidance and a wide range of services, including serving as registered representatives of broker-dealers, insurance brokers, and agents. Distinguished for their expertise in managing employer 401Ks and individual accounts, Wheat Givens Financial, LLC has established a solid track record in this domain. The firm predominantly caters to high-net-worth individuals, handling a substantial portion of their managed assets. Their compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and hourly charges, providing flexibility and tailored solutions to their diverse clientele. Committed to delivering top-notch service, Wheat Givens Financial, LLC employs a team of five dedicated professionals, two of whom specialize in providing investment advisory services. With an average of $70,440,000 in assets under management per investment advisor, their performance aligns with industry standards. Notably, Lori Givens and Phil Wheat have remained pivotal figures within the firm, showcasing their extensive knowledge and experience as registered advisors. Wheat Givens Financial, LLC upholds a client-centric approach, prioritizing their clients' financial well-being and objectives. By offering personalized strategies and leveraging their comprehensive expertise, they continue to build lasting relationships with their valued clients. With a proven track record and a commitment to excellence, Wheat Givens Financial, LLC remains a trusted partner in the financial advisory landscape.