Cypress Point Wealth Management, LLC is a highly regarded investment advisory firm based out of Dallas, TX. With over 40 individual clients and an impressive $615,938,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in catering to high net worth individuals, Cypress Point Wealth Management focuses on providing personalized financial solutions to meet their clients' unique needs. Operating from two offices, Cypress Point Wealth Management prides itself on its commitment to discretion and professionalism. A notable 85% of the assets they manage are discretionary, giving clients peace of mind knowing that their investments are in capable hands. The firm's compensation structure is comprehensive, including various types such as a percentage of assets under management and fixed fees. This ensures that their interests align with their clients, fostering a strong partnership built on trust. With a team of 21 dedicated professionals, Cypress Point Wealth Management delivers exceptional service to their clientele. Their investment advisors boast an impressive average of approximately $205,310,000 in assets under management per advisor, surpassing industry standards. Key members of the firm, such as Jennifer Cook, Brandon Ratzlaff, and James Kull, have been with Cypress Point for an extensive period, exemplifying the firm's stability and expertise. Cypress Point Wealth Management, LLC sets itself apart through its commitment to personalized service, vast expertise, and unwavering dedication to helping clients achieve their financial goals. With a proven track record and a client-centric approach, they continue to thrive in the ever-evolving world of wealth management.

Bland Garvey Wealth Advisors, LLC, located in Richardson, TX, is a distinguished investment advisory firm catering to high net worth individuals. With over $166,723,000 in assets under management, they serve a clientele of more than 50 individual clients. Their expertise lies in discretionary management, with 100% of the assets they handle falling under this category. While Bland Garvey Wealth Advisors primarily focuses on managing the wealth of high net worth individuals, they also possess the capability to oversee employer funds, although such accounts make up less than 30% of their assets under management. The firm operates out of a single office and has five dedicated employees, with four of them specializing in providing investment advisory services. The compensation structure at Bland Garvey Wealth Advisors is diverse, offering various options such as a percentage of assets under management and hourly charges. Each investment advisor at the firm, on average, manages approximately $41,680,000 in assets. Bland Garvey Wealth Advisors boasts a team of experienced advisors, some of whom have been with the firm for many years. Notable long-standing members include Aaron Byrkit, Lori Eads, and John Garvey, who contribute their expertise to the firm's success. With their commitment to providing personalized investment solutions and their strong track record, Bland Garvey Wealth Advisors, LLC continues to be a trusted choice for individuals seeking professional wealth management services in the Richardson, TX area.

Delos Wealth Advisors, a small investment advisory firm based out of Dallas, TX, is dedicated to providing personalized wealth management solutions to their esteemed clientele. With over 70 individual clients and assets under management exceeding $135,200,000, Delos Wealth Advisors has established itself as a trusted partner in financial planning and investment strategies. While their expertise extends to managing employer funds, 401K and individual accounts constitute less than 30% of the assets they oversee. Notably, an impressive 99% of the assets under their management are discretionary, showcasing their clients' confidence in their decision-making capabilities. The firm primarily caters to high net worth individuals, with the majority of their assets managed belonging to this discerning clientele. Delos Wealth Advisors prides itself on a comprehensive compensation structure, offering clients a variety of options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees. With a team of three dedicated employees, all of whom provide exceptional investment advisory services, Delos Wealth Advisors maintains a healthy average of approximately $45,070,000 in assets under management per investment advisor. The firm benefits from the extensive experience of their seasoned advisors, including Cody Lummus, Andrew Smith, and Thomas Keeling, who have been instrumental in delivering consistent results and building long-lasting relationships with clients. As they continue to grow, Delos Wealth Advisors remains committed to delivering tailored financial strategies and exceptional client service, ensuring their clients' financial goals are met and exceeded.

Lee Financial Company, LLC, based out of Dallas, TX, is a prominent local investment advisory firm serving over 190 individual clients. With assets under management surpassing $1,166,341,000, the company has established itself as a trusted partner in wealth management. Lee Financial specializes in discretionary management of high net worth individuals' assets, with 401K and individual accounts comprising less than 30% of their portfolio. However, they possess the expertise to handle employer funds as well. Lee Financial Company prides itself on a diverse compensation structure, offering clients various options including a percentage of assets under management, fixed fees, and hourly charges. With a team of 35 dedicated professionals, 23 of whom are investment advisory experts, the company ensures personalized and comprehensive financial guidance. On average, each investment advisor manages approximately $50,710,000 in assets, which aligns with industry standards. Lee Financial Company values the experience and expertise of its team, with advisors such as Christina Williams, Jaime Boyles, and Jennifer Armstrong boasting long tenures with the firm. As a leading investment advisory firm, Lee Financial Company, LLC prioritizes delivering tailored financial solutions and maximizing clients' wealth. Their deep-rooted commitment to excellence, coupled with a wealth of experience, makes them a trusted choice for individuals seeking comprehensive asset management services in the Dallas area and beyond.

Beaird Harris, a prominent local investment advisory firm based out of Dallas, TX, boasts a team of highly experienced professionals dedicated to providing exceptional financial services. With a single office, the firm operates with a total of 19 employees, 13 of whom specialize in investment advisory services. As a trusted advisor, Beaird Harris manages an impressive average of approximately $107,610,000 in assets under management per investment advisor, aligning with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. While 401K and individual accounts represent less than 30% of their assets under management, Beaird Harris exhibits proficiency in managing employer funds. Remarkably, 99% of the assets they handle are under discretionary management, highlighting their expertise and responsibility in decision-making. With a strong focus on serving high net worth individuals, Beaird Harris caters to over 300 individual clients, effectively overseeing assets totaling more than $1,398,924,000. The firm takes pride in its team of seasoned advisors, including Patrick Beaird, Ronald Skalberg, and Donald Harris, who boast extensive tenure and expertise in the industry. Beaird Harris stands out as a comprehensive investment advisory firm, committed to providing exceptional financial guidance and a personalized approach to wealth management. With their extensive knowledge and dedication to client satisfaction, they continue to serve as a trusted partner for individuals seeking to achieve their financial goals.

SWMG, LLC is a small investment advisory firm headquartered in Fort Worth, TX, with one office. With a team of four dedicated professionals, SWMG, LLC offers comprehensive investment advisory services to its diverse client base. Each investment advisor at the firm manages an average of approximately $49,100,000 in assets under management, which aligns with the industry average. The firm's compensation structure is designed to cater to various client needs and includes options such as a percentage of assets under management, hourly charges, and fixed fees. SWMG, LLC has established a strong presence in the employer 401K and individual investment space, with approximately half of their assets under management originating from these sources. Their extensive experience in this area positions them well to serve the unique requirements of both employers and individuals seeking reliable and effective investment strategies. With over 200 individual clients, SWMG, LLC oversees an impressive $196,399,000 in assets under management, reflecting the trust and confidence clients have placed in their services. The firm takes pride in the expertise and dedication of its team, which includes seasoned advisors like Kelly Buchfink, Carol Allen, and Joshua Strittmatter, who have made significant contributions to the firm's success and client satisfaction over the years. SWMG, LLC is committed to providing exceptional investment advisory services that help clients achieve their financial goals and secure their financial futures. Their personalized approach, industry expertise, and commitment to excellence make them a trusted partner for individuals and employers seeking professional investment guidance.

Rogers Wealth Group, Inc., a local investment advisory firm based out of Fort Worth, TX, is dedicated to providing comprehensive financial services to its clients. With over 270 individual clients and an impressive $876,332,000 in assets under management, the firm has established itself as a trusted partner in wealth management. At the core of their success is their extensive experience in managing employer 401Ks and individual portfolios, with these two segments accounting for approximately half of their assets under management. The firm's expertise in this space ensures that clients receive tailored investment strategies that align with their goals and risk tolerance. With a compensation structure that includes a percentage of assets under management and fixed fees, Rogers Wealth Group, Inc. demonstrates its commitment to transparency and aligning its interests with those of its clients. The firm boasts a team of 23 dedicated professionals, including six investment advisors who provide personalized guidance and strategic advice. Their impressive average of $146,060,000 in assets under management per investment advisor far surpasses the industry average, reflecting their exceptional level of expertise and client-centric approach. Rogers Wealth Group, Inc. takes pride in its longstanding advisory team, which includes notable individuals such as Matthew Lankford, Craig Rogers, and Dale Rogers. These seasoned advisors bring a wealth of experience and insight to the table, further enhancing the firm's ability to deliver top-notch financial solutions. As they continue to serve their clients, Rogers Wealth Group, Inc. remains committed to fostering strong relationships, providing exceptional service, and helping individuals and organizations navigate the complexities of wealth management with confidence.

RTW Financial Advisors Inc, headquartered in Dallas, TX, is a reputable small investment advisory firm catering to a diverse client base. With over 110 individual clients and an impressive $464,138,000 in assets under management, they have established themselves as a trusted partner in wealth management. While specializing in investment advisory services, RTW Financial Advisors Inc also possesses the expertise to effectively manage employer funds, expanding their reach and providing comprehensive solutions to clients. Notably, 94% of the assets they manage are discretionary, demonstrating their commitment to personalized strategies tailored to individual client goals. The firm's compensation structure is designed to accommodate various client needs, offering flexibility through options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This ensures that clients can choose the most suitable arrangement based on their preferences and financial objectives. With a dedicated team of 12 employees, including four investment advisors, RTW Financial Advisors Inc provides a high level of personalized attention and service to each client. On average, their investment advisors manage approximately $116,030,000 in assets under management, reflecting their ability to handle substantial portfolios. Notably, Morris Williams and Peter Roe stand as two of the firm's longest tenured registered advisors, contributing their extensive experience and knowledge to the team's success. RTW Financial Advisors Inc continues to uphold its commitment to delivering comprehensive financial solutions and superior client service, solidifying their position as a leading investment advisory firm in Dallas, TX.

Hodges Capital Management Inc, a prominent local investment advisory firm headquartered in Dallas, TX, is dedicated to providing comprehensive financial solutions to its clients. With a team of 20 skilled professionals, including 10 investment advisors, they offer expert guidance in managing investment portfolios. The firm's average assets under management per investment advisor are approximately $65,710,000, which aligns with industry standards. Hodges Capital Management Inc prides itself on its diverse compensation structure, which includes various types such as a percentage of assets under management and fixed fees. This ensures that the firm's interests are closely aligned with their clients' financial goals and objectives. With over 220 individual clients and a substantial $769,092,000 in assets under management, Hodges Capital Management Inc has built a strong reputation for delivering exceptional results. While the majority of their assets under management are derived from individual accounts and 401K plans, the firm also possesses the expertise to manage employer funds. All of the assets entrusted to Hodges Capital Management Inc are managed on a discretionary basis, enabling the firm to make investment decisions autonomously, guided by their extensive knowledge and expertise. The firm's presence extends beyond Dallas, TX, with one office serving as their hub for providing personalized investment advisory services. Hodges Capital Management Inc boasts a team of highly experienced advisors, including Derek Maupin, Clark Hodges, and Eric Marshall, who have demonstrated their commitment and dedication to client satisfaction over the years. In summary, Hodges Capital Management Inc stands as a trusted partner, committed to delivering comprehensive financial solutions tailored to meet the unique needs of each client, backed by their experienced team and proven track record of success.

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.

GDS Wealth Management is a local investment advisory firm based out of Flower Mound, TX. With one office, the firm boasts a team of 15 employees, 11 of whom provide investment advisory services. With an average of approximately $58,530,000 in assets under management per investment advisor, GDS Wealth Management maintains an industry-average position. The firm's compensation structure encompasses various types, including a percentage of assets under management. While 401K and individual accounts make up less than 30% of their assets under management, GDS Wealth Management has the capability to effectively manage employer funds. Notably, all of the assets they handle are discretionary, offering clients a hands-off approach to their investments. GDS Wealth Management primarily focuses on serving high net worth individuals, managing a substantial client base of over 370 individuals with assets under management totaling more than $643,804,000. The firm takes pride in its team of experienced advisors, with long-tenured professionals such as Jordan Kast, Victoria Rogers, and Glen Smith leading the way. By providing comprehensive investment advisory services, GDS Wealth Management strives to empower its clients to make informed financial decisions. With a commitment to personalized service and a proven track record, the firm aims to help clients achieve their financial goals while navigating the complexities of the ever-changing market.