Openair Financial, LLC is a distinguished local investment advisory firm headquartered in Southlake, TX. With six strategically located offices, Openair Financial, LLC offers comprehensive investment advisory services to a diverse clientele. The firm boasts a team of five highly skilled professionals, each dedicated to providing expert guidance and personalized solutions. With an impressive track record, Openair Financial, LLC manages an average of $21,550,000 in assets under management per investment advisor. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring a transparent and client-centered approach. A noteworthy aspect of Openair Financial, LLC is its expertise in managing employer 401Ks and individual assets, which account for nearly half of their extensive $107,750,000 in assets under management. Notably, all the assets managed by the firm are discretionary, highlighting the trust and autonomy clients place in their investment strategies. Boasting a substantial client base of over 230 individuals, Openair Financial, LLC has earned a sterling reputation within the financial services industry. The firm's success is underpinned by the unwavering commitment and experience of its longest tenured advisors, including Jonathan Lawton, Stewart Fields, and Chris Massenburg. At Openair Financial, LLC, clients can expect a client-focused approach, backed by a deep understanding of investment markets and an unwavering commitment to achieving their financial goals. With their extensive expertise and local presence, Openair Financial, LLC is well-positioned to guide clients through the complexities of the ever-changing investment landscape.

Cain, Watters & Associates, LLC is a highly reputable regional investment advisory firm headquartered in Frisco, TX, with an impressive track record of success. With over 1,320 individual clients and an astonishing $2,664,714,000 in assets under management, they have established themselves as trusted financial advisors in the industry. The firm operates from two well-established offices, strategically positioned to cater to their diverse clientele. In addition to providing expert investment advice, Cain, Watters & Associates, LLC offers comprehensive accounting services, making them a one-stop destination for their clients' financial needs. While their focus extends beyond 401K and individual accounts, these segments still contribute significantly to their overall assets under management, demonstrating their ability to manage employer funds effectively. Cain, Watters & Associates, LLC prides itself on its flexible compensation structure, which includes a percentage of assets under management, fixed fees, and hourly charges. This adaptability ensures that clients can choose the most suitable payment option based on their preferences and financial goals. With a dedicated team of 265 employees, including 61 experienced investment advisors, Cain, Watters & Associates, LLC maintains an impressive average of approximately $43,680,000 in assets under management per investment advisor. The firm's longevity and success can be attributed, in part, to their experienced team, with notable advisors such as Steven Cain, Toni Lee, and Steven Clapp, who have been with the company for a significant period, providing invaluable expertise and guidance to clients. Cain, Watters & Associates, LLC continues to strengthen their reputation as a leading investment advisory firm by delivering personalized financial strategies and exceptional service to their discerning clientele.

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.

Leap Wealth Management is a small investment advisory firm based out of Dallas, Texas. With two offices, the firm is dedicated to providing exceptional financial guidance and wealth management services to its clients. With a team of five talented professionals, three of whom specialize in investment advisory services, Leap Wealth Management is well-equipped to meet the diverse needs of its clientele. On average, each investment advisor at Leap Wealth Management oversees approximately $67,930,000 in assets under management, a figure that aligns with industry standards. The firm offers a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. One of the firm's strengths lies in managing assets from employer 401Ks and individual clients, which collectively make up around half of their assets under management. Leap Wealth Management boasts extensive experience in this area, allowing them to effectively navigate the complexities of retirement planning and investment strategies. Impressively, 98% of the assets under their management are discretionary, indicating a high level of trust and confidence placed in the firm's expertise. Leap Wealth Management serves a significant client base, with over 280 individual clients entrusting them with more than $203,791,000 in assets. Leap Wealth Management takes pride in its team of advisors, some of whom have been with the firm for many years. Among the longest-tenured advisors are Trey Taylor, Christopher Leap, and Jon McLain. Their dedication and experience contribute to the firm's reputation for delivering top-notch financial advice and wealth management services.

Signal Securities, Inc. is a regional investment advisory firm based out of Fort Worth, TX, with a strong presence in the financial services industry. With a total of 42 dedicated employees, the firm excels in providing comprehensive investment advisory services to a diverse client base. Of these employees, 28 specialize in delivering expert investment advice tailored to individual needs. With an impressive average of approximately $19,660,000 in assets under management per investment advisor, Signal Securities, Inc. demonstrates a proven track record of successfully growing and managing client portfolios. Their compensation structure offers clients various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency. The firm boasts an extensive client base of over 810 individuals, with assets under management totaling more than $510,826,000. Notably, Signal Securities, Inc. primarily caters to high-net-worth individuals, as the majority of the assets managed are from this affluent demographic. Although 401K and individual accounts represent less than 30% of the assets under management, the firm possesses the expertise and capability to effectively manage employer funds. In addition to investment advisory services, Signal Securities, Inc. also provides insurance brokerage and agent services, enhancing their comprehensive offerings and providing clients with holistic financial solutions. With 14 offices spread throughout the region, the firm is well-positioned to serve a wide range of clients effectively. Signal Securities, Inc. takes pride in its experienced team of advisors, with notable long-tenured individuals such as William Driscoll, William Brookman, and Karen Brookman. These seasoned professionals contribute their expertise and insights to further strengthen the firm's reputation as a trusted and reliable financial partner.

Howard Financial Services, Ltd. is a prominent local investment advisory firm headquartered in Dallas, TX, with one office. With a team of 22 highly skilled professionals, they specialize in providing comprehensive investment advisory services. Sixteen of their employees are dedicated to delivering top-notch investment guidance to their valued clients. With an average of $61,780,000 in assets under management per investment advisor, Howard Financial Services, Ltd. maintains a competitive standing in the industry. They offer a flexible compensation structure that includes various types such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Remarkably, 99% of the assets they manage are discretionary, showcasing their clients' trust in their expertise. The firm primarily caters to high-net-worth individuals, effectively managing their substantial assets. Currently, Howard Financial Services, Ltd. serves over 170 individual clients, overseeing an impressive $988,515,000 in assets under management. Their success can be attributed to a team of experienced professionals, including longstanding advisors Shaun Dowling, John Howard, and James Howard, who have played instrumental roles in the firm's growth and reputation. Howard Financial Services, Ltd. distinguishes itself through its commitment to delivering personalized investment strategies tailored to each client's unique financial goals and risk tolerance. By leveraging their expertise and market insights, they strive to optimize returns and provide exceptional service to their esteemed clientele. As a trusted partner in financial management, Howard Financial Services, Ltd. continues to build lasting relationships while delivering comprehensive and effective investment advisory solutions.

Luther King Capital Management Corporation, based out of Fort Worth, Texas, is a prominent regional investment advisory firm with a solid reputation in the industry. With a team of 96 dedicated professionals, 62 of whom specialize in providing expert investment advisory services, Luther King Capital Management Corporation demonstrates a commitment to delivering exceptional financial guidance to its clients. Impressively, the firm maintains an average of approximately $156,510,000 in assets under management per investment advisor, surpassing the industry average and reflecting their ability to handle significant portfolios with care and expertise. Luther King Capital Management Corporation's compensation structure is flexible, offering various types of fees to cater to the diverse needs of their clientele. With a vast client base of over 240 individuals, Luther King Capital Management Corporation manages an impressive $27,691,007,000 in assets. Notably, 99% of these assets are managed on a discretionary basis, showcasing the trust and confidence their clients place in their investment strategies. In addition to their core investment advisory services, Luther King Capital Management Corporation also serves as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This comprehensive range of services positions them as a one-stop solution for clients seeking diversified financial guidance. Operating from four well-established offices, Luther King Capital Management Corporation has built a strong foundation within the industry. The firm takes pride in its experienced team of advisors, with notable figures such as Joan Maynard, Scot Hollmann, and Paul Greenwell, who have demonstrated long-term dedication and expertise in serving their clients' financial goals. Overall, Luther King Capital Management Corporation distinguishes itself as a trusted and accomplished investment advisory firm, committed to delivering exceptional results and personalized financial solutions to its discerning clientele.

Penn Davis McFarland Inc is a distinguished investment advisory firm based in Dallas, TX, offering comprehensive financial services to a diverse range of clients. With over 30 individual clients and an impressive $698,132,000 in assets under management, Penn Davis McFarland Inc has established itself as a trusted partner in wealth management. Specializing in discretionary asset management, the firm predominantly serves high-net-worth individuals, providing tailored investment strategies to meet their unique financial goals. The firm's success is driven by its team of eight dedicated professionals, three of whom are highly skilled investment advisors. Penn Davis McFarland Inc's compensation structure is designed to align with clients' interests, incorporating various models, such as a percentage of assets under management. This approach ensures a strong partnership between the firm and its clients, fostering transparency and accountability. What sets Penn Davis McFarland Inc apart is its exceptional average assets under management per investment advisor, which stands at approximately $232,710,000. This figure surpasses industry standards and reflects the firm's ability to effectively manage substantial portfolios while delivering outstanding results. The firm prides itself on its experienced team, with some of the longest tenured advisors including Robert Felty, Jeffrey Helfrich, and Robert Ogden. Their wealth of knowledge and expertise further enhances Penn Davis McFarland Inc's ability to provide insightful guidance and generate consistent returns for clients. With a commitment to excellence and a client-centric approach, Penn Davis McFarland Inc continues to be a prominent player in the investment advisory industry, trusted by clients to safeguard and grow their wealth.

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.

Financial Management Services is a small investment advisory firm based out of Dallas, TX, with two offices. With a team of one dedicated employee, they specialize in providing comprehensive financial management services. Each investment advisor at Financial Management Services handles an average of approximately $116,120,000 in assets under management, which aligns with the industry average. Their compensation structure includes various types, such as a percentage of assets under management, ensuring a fair and transparent relationship with their clients. With over 30 individual clients, Financial Management Services manages a total of over $238,042,000 in assets. The majority of these assets are held by high net worth individuals, showcasing the firm's expertise in serving this niche market. Moreover, Financial Management Services takes pride in offering discretionary management for 100% of the assets they oversee, providing their clients with peace of mind and trust in their investment decisions. The firm's commitment to personalized service sets them apart in the industry. With their in-depth knowledge of the financial markets and dedication to their clients' financial well-being, Financial Management Services strives to build long-lasting relationships based on trust and mutual success. Their offices in Dallas, TX allow them to serve a diverse range of clients and provide convenient access to their exceptional financial management expertise.

Crescent Advisor Group, Inc. is a local investment advisory firm based out of Plano, TX, with two offices. With 15 dedicated employees, Crescent Advisor Group, Inc. offers comprehensive investment advisory services to their clients. Drawing from ChatGPT's knowledge, the firm has established a strong reputation for their expertise in managing a diverse range of portfolios. With an impressive average of approximately $14,120,000 in assets under management per investment advisor, Crescent Advisor Group, Inc. demonstrates their commitment to delivering exceptional financial guidance and maximizing their clients' investments. Their compensation structure is designed to align the interests of both the firm and their clients, including various types such as a percentage of assets under management and fixed fees. While 401K and individual accounts account for less than 30% of their assets under management, Crescent Advisor Group, Inc. possesses the capability to effectively manage employer funds. Notably, 66% of the assets they manage are discretionary, showcasing their extensive experience and expertise in making informed investment decisions on behalf of their clients. Crescent Advisor Group, Inc. boasts an impressive client base, serving over 340 individual clients with a total of more than $211,731,000 in assets under management. The firm takes pride in its long-standing advisors, with Richard Adkisson, Travis Duren, and David Evaul being among the most tenured professionals at the company. Their dedication and experience contribute to the firm's exceptional service and trusted relationships with their clients. Overall, Crescent Advisor Group, Inc. stands as a reputable investment advisory firm, delivering personalized financial solutions and leveraging their expertise to help clients achieve their financial goals.