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.

Wimmer Consulting, LLC, headquartered in Irving, TX, is a distinguished small investment advisory firm serving a diverse clientele. With an impressive track record, they currently manage a substantial $147,053,000 in assets for their discerning clients. The company operates a single office, strategically located in Irving, to provide personalized services. In addition to investment advisory expertise, Wimmer Consulting, LLC offers insurance brokerage and agency services, further enhancing their comprehensive approach to financial planning. As a trusted advisor, the firm manages 34% of their clients' assets on a discretionary basis, ensuring proactive decision-making aligned with their clients' financial goals. The compensation structure at Wimmer Consulting, LLC is designed to cater to a range of client needs and preferences. They offer several types of compensation, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility enables clients to select the most suitable option based on their individual requirements. With a team of two dedicated professionals, Wimmer Consulting, LLC provides personalized investment advisory services to their valued clients. Each advisor oversees an average of approximately $73,530,000 in assets under management, a figure in line with industry standards. Among the firm's experienced registered advisors, Jay Wimmer and Graham Douglass stand out as the longest-tenured professionals, embodying the firm's commitment to excellence and stability. Wimmer Consulting, LLC's unwavering dedication to providing personalized and comprehensive financial solutions has established them as a trusted partner for clients seeking expert guidance and successful wealth management strategies.

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.

NFWM (National Financial Wealth Management) is a small investment advisory firm located in Plano, TX. With one office, the firm's sole focus is on providing top-notch investment advisory services to its clients. With a team of one dedicated employee, NFWM manages an average of $102,020,000 in assets under management per investment advisor, which is on par with the industry average. When it comes to compensation, NFWM offers a diverse range of options tailored to their clients' needs. This includes a percentage-based fee structure, hourly charges, and fixed fees. Impressively, 90% of the assets they manage are under their discretion, demonstrating their expertise and ability to make sound investment decisions. Catering primarily to high net worth individuals, NFWM boasts an impressive client base of over 10 individuals with a combined asset under management value exceeding $102,020,000. The firm's success can be attributed in part to the expertise of their experienced advisors. Among the notable professionals at NFWM is John Hetzel, who has been an integral part of the team since 2021. With his extensive experience and knowledge in the field, John Hetzel has played a crucial role in the firm's success, providing valuable insights and guidance to their esteemed clientele. NFWM's commitment to providing exceptional investment advisory services, their impressive track record, and their team's expertise make them a reliable choice for individuals seeking professional financial guidance in Plano, TX.

Scherer Financial Advisory Services, LLC is a well-established investment advisory firm based out of Dallas, TX. With over 120 individual clients and a staggering $107,206,000 in assets under management, they have built a solid reputation in the industry. As a small firm, Scherer Financial Advisory Services, LLC takes pride in providing personalized and attentive services to their clients. They have a single office location in Dallas, which allows them to maintain close relationships with their clientele. One of the firm's strengths lies in their expertise in managing employer 401Ks and individual portfolios. Approximately half of their assets under management are from these sources, showcasing their extensive experience in this space. Moreover, 82% of the assets they oversee are under their discretionary management, demonstrating a high level of trust and confidence placed in their investment strategies. Scherer Financial Advisory Services, LLC offers a diverse compensation structure tailored to meet their clients' needs. This includes a percentage of assets under management as well as hourly charges, ensuring flexibility and transparency. With a team of two dedicated investment advisors, Scherer Financial Advisory Services, LLC maintains a favorable client-to-advisor ratio. On average, each investment advisor manages approximately $53,600,000 in assets, aligning with industry standards. The firm takes pride in the tenure and experience of their registered advisors. Notably, Howard Montfort and Scott Scherer, two of the longest-tenured advisors at the firm, bring a wealth of knowledge and expertise to their clients' portfolios. Scherer Financial Advisory Services, LLC continues to uphold their commitment to providing exceptional financial guidance and investment management to their valued clients in Dallas and beyond.

Inverdale Capital Management, LLC is a leading investment advisory firm based out of Dallas, TX. With a strong reputation for providing personalized financial solutions, they cater to a diverse clientele of over 10 individual clients. Specializing in asset management, they oversee an impressive $130,856,000 in assets, with 89% of these assets under their discretionary management. At Inverdale Capital Management, LLC, their team of three highly skilled and experienced employees is dedicated to delivering exceptional investment advisory services. Each investment advisor manages an average of approximately $43,620,000 in assets under their care, demonstrating their expertise in handling substantial portfolios. With a client-centric approach, Inverdale Capital Management, LLC offers a variety of compensation structures to align their interests with their clients' success. Their compensation includes a percentage of assets under management as well as performance-based fees, ensuring that their clients' financial goals are closely tied to the firm's performance. One notable figure at Inverdale Capital Management, LLC is Ryan Small, a registered advisor who has been with the firm since 2013. With his extensive experience and tenure, he contributes to the firm's commitment to excellence and continuity of service. Inverdale Capital Management, LLC distinguishes itself as a small yet highly reputable investment advisory firm, providing tailored financial strategies and exceptional client service. With their office in Dallas, TX, they are well-positioned to serve the diverse investment needs of their valued clients.

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.

Halcyon Global Advisors is a small investment advisory firm based out of Dallas, TX, with one office and a dedicated team of two employees. With a focus on providing comprehensive investment advisory services, Halcyon Global Advisors has positioned itself as a trusted partner in the financial industry. The firm manages an average of approximately $127,930,000 in assets under management per investment advisor, which is on par with the industry average. Their compensation structure is designed to align with client interests and includes various types such as a percentage of assets under management, fixed fees, and performance-based fees. Halcyon Global Advisors boasts a robust client base, serving over 100 individual clients with a combined total of more than $138,120,000 in assets under management. While the majority of their assets are managed for high-net-worth individuals, the firm also has the capacity to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With an impressive 96% of assets under management being discretionary, Halcyon Global Advisors demonstrates its expertise in making informed investment decisions on behalf of its clients. Jeffrey Parkhurst, one of the firm's longest-tenured registered advisors, has been an integral part of the team since 2014, contributing his extensive industry experience and knowledge. In summary, Halcyon Global Advisors is a respected investment advisory firm offering personalized services to a diverse range of clients. Through their sound investment strategies, attention to client needs, and seasoned team members like Jeffrey Parkhurst, they continue to provide reliable financial guidance to help clients achieve their investment goals.

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.

Allred Capital Management, LLC is a reputable investment advisory firm based in Dallas, TX, providing comprehensive financial services to a diverse clientele. With a knowledgeable team and a strong track record, they manage over $347,442,000 in assets under management for more than 200 individual clients. Specializing in employer 401Ks and individual investments, Allred Capital Management, LLC has earned a solid reputation for their expertise in this sector. In fact, approximately half of their assets under management come from these sources. The firm operates out of one office in Dallas and manages 99% of their assets on a discretionary basis, ensuring flexibility and adaptability to market conditions. Allred Capital Management, LLC offers a range of compensation structures tailored to meet their clients' needs, including a percentage of assets under management, hourly charges, and fixed fees. With a team of five dedicated professionals, including three investment advisors, the firm provides personalized attention and strategic guidance to each client. On average, each investment advisor manages approximately $115,810,000 in assets, aligning with industry standards. The firm takes pride in its long-standing team, including highly experienced advisors such as Stanley Allred, James Harris, and Jonathan Allred. Their tenure reflects their deep commitment to client success and their ability to navigate complex financial landscapes. Allred Capital Management, LLC continues to uphold its reputation as a trusted partner in helping clients achieve their financial goals with integrity and professionalism.

Main Street Retirement Planning, LLC is a highly regarded investment advisory firm located in Coppell, TX. With a single office, they serve a diverse clientele both locally and beyond. Committed to delivering top-notch financial guidance, all three of their employees are dedicated investment advisors. Impressively, Main Street Retirement Planning manages an average of approximately $194,020,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure offers a range of options, primarily based on a percentage of assets under management. Renowned for their expertise in employer 401Ks and individual accounts, Main Street Retirement Planning handles nearly half of their assets under management in this sector. Their extensive experience in retirement planning and investment strategies allows them to provide tailored solutions to their clients' unique financial needs. In addition to their investment advisory services, Main Street Retirement Planning also serves as an insurance broker or agent. This comprehensive approach enables them to offer holistic solutions for their clients' retirement planning and risk management needs. Main Street Retirement Planning prides itself on its client-centric approach and manages all client assets on a discretionary basis. With over 880 individual clients and more than $582,068,000 in assets under management, their dedication to exceptional service is evident. The firm boasts a team of highly tenured advisors, including Mark Krehel, Elias Dragon, and Jennifer Dragon, who bring extensive industry experience to the table. Their expertise and commitment to client success have solidified Main Street Retirement Planning's reputation as a trusted advisory firm in Coppell and beyond.