TL Private Wealth, headquartered in Southlake, TX, is a small investment advisory firm that offers personalized wealth management services to a diverse clientele. With a total of 4 dedicated employees, TL Private Wealth provides comprehensive investment advisory services, catering to the unique needs and financial goals of its clients. One notable aspect of TL Private Wealth is its impressive average of approximately $139,710,000 in assets under management per investment advisor, which surpasses the industry average. This remarkable figure reflects the firm's expertise in managing substantial wealth and its ability to deliver exceptional results for its clients. TL Private Wealth's compensation structure is designed to align with its clients' interests and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and flexibility in meeting the individual requirements of each client. With over 120 individual clients, TL Private Wealth oversees a significant portfolio of assets totaling more than $250,861,000. The firm specializes in managing the financial affairs of high-net-worth individuals, although it also handles 401(k) and individual accounts, which together comprise less than 30% of its assets under management. Furthermore, TL Private Wealth possesses the expertise to manage employer funds, broadening its scope of services. Operating from two office locations, TL Private Wealth boasts a team of seasoned advisors, including William Byrum, Brad Little, and Dustin Tondre, who bring extensive experience and dedication to their clients' financial well-being. These advisors have demonstrated long-term commitment to the firm, ensuring continuity and stability in delivering exceptional financial guidance and investment strategies. Overall, TL Private Wealth stands out as a trusted partner, combining a personalized approach with industry-leading expertise to help clients navigate the complexities of wealth management and achieve their financial goals.

Farris Capital Management Inc., a small investment advisory firm headquartered in Dallas, TX, specializes in providing investment advisory services. With a team of three dedicated professionals, they offer personalized financial strategies to a diverse clientele. Boasting an impressive track record, Farris Capital Management Inc. manages over $102,845,000 in assets for more than 270 individual clients. The firm's investment advisors, including seasoned professionals such as Collin Day, Paul Henley, and Justin Farris, have extensive experience in the industry. Farris Capital Management Inc. excels in managing employer 401Ks and individual assets, which account for approximately half of their total assets under management. Their expertise in this space has earned them a reputation for delivering reliable results. Notably, 98% of the assets they oversee are discretionary, reflecting the trust and confidence their clients place in their investment strategies. Farris Capital Management Inc. follows a flexible compensation structure that includes a percentage of assets under management, ensuring alignment with their clients' financial success. With an average of around $57,260,000 in assets under management per investment advisor, Farris Capital Management Inc. stands on par with the industry average. Their commitment to personalized service, comprehensive financial planning, and wealth management has made them a trusted partner for individuals and businesses seeking sound investment advice. As Farris Capital Management Inc. continues to grow, they remain steadfast in their dedication to helping clients achieve their financial goals through expert guidance and tailored investment solutions.

Assetbuilder, Inc. is a reputable investment advisory firm located in Plano, Texas. With a team of nine professionals, including six experienced investment advisors, they provide comprehensive financial services to a diverse clientele. With an average of approximately $112,810,000 in assets under management per investment advisor, Assetbuilder, Inc. aligns with industry standards. The firm's compensation structure offers various options, including a percentage of assets under management, ensuring transparency and a mutual alignment of interests between the firm and its clients. Assetbuilder, Inc. primarily focuses on managing assets for high-net-worth individuals. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to efficiently handle employer funds. All client assets managed by Assetbuilder, Inc. are done so on a discretionary basis, granting the firm the authority to make investment decisions on behalf of their clients. With over 610 individual clients and an impressive $676,849,000 in assets under management, Assetbuilder, Inc. has established a strong presence in the market. The firm prides itself on its ability to cater to the unique needs of high-net-worth individuals, delivering tailored financial solutions to help them achieve their wealth management goals. Headquartered in Plano, Assetbuilder, Inc. operates from a single office, providing localized and personalized investment advisory services. The firm boasts a team of experienced advisors, including Adam Morse, Kennon Grose, and Bruce Griffith, who have contributed their expertise and dedication to the firm's success and reputation.

Schulz Wealth, Ltd. is a small investment advisory firm based out of Mansfield, TX, with two offices. With a team of four dedicated professionals, they provide comprehensive investment advisory services to their clientele. Out of their four employees, three serve as investment advisors, offering expert guidance and personalized strategies tailored to meet their clients' financial goals. Known for their proficiency in managing assets, Schulz Wealth, Ltd. oversees an impressive average of approximately $54,310,000 in assets under management per investment advisor, a figure that aligns with the industry average. Their compensation structure is flexible, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility for their clients. With over 70 individual clients, Schulz Wealth, Ltd. has accumulated a substantial portfolio, boasting assets under management exceeding $228,437,000. Although 401K and individual accounts constitute less than 30% of their assets, they possess the capability to effectively manage employer funds, broadening their scope of expertise. Moreover, Schulz Wealth, Ltd. distinguishes itself through its discretionary management approach, with 68% of the assets they oversee falling under this category. This discretionary model allows them to make investment decisions on behalf of their clients, leveraging their experience and market insights to optimize returns. Notably, Schulz Wealth, Ltd. takes pride in its team of seasoned advisors, including Jared Pestcoe, Austin Smith, and Robert Schulz, who bring extensive knowledge and expertise to their clients' financial endeavors. With a commitment to personalized service and a dedication to helping clients achieve financial success, Schulz Wealth, Ltd. continues to thrive as a trusted investment advisory firm in Mansfield, TX, and beyond.

Bentoak Capital, a local investment advisory firm headquartered in Weatherford, TX, stands as a trusted financial partner for individuals and businesses alike. With three offices strategically located, Bentoak Capital boasts a team of 10 skilled professionals, out of which eight are dedicated to providing comprehensive investment advisory services. Their collective expertise and commitment to excellence have allowed them to amass an impressive average of $49,010,000 in assets under management per investment advisor. Bentoak Capital sets itself apart by offering a flexible compensation structure that accommodates various client preferences. They employ different fee types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that suit their specific financial goals and needs. While the firm's focus lies primarily on discretionary management, Bentoak Capital possesses the capability to oversee employer funds in addition to managing less than 30% of their assets under management through 401K and individual accounts. With over 420 individual clients and a staggering $392,111,000 in assets under management, Bentoak Capital has established a strong presence in the local financial landscape. The firm takes pride in its long-serving advisors, such as Keith Trent, Brandon Garrett, and David Garrett, who bring extensive industry experience and a deep understanding of the ever-changing investment landscape. Their expertise, coupled with Bentoak Capital's client-centric approach, ensures that each client receives personalized attention and tailored investment strategies to pursue their financial objectives.

RFG Wealth Advisory is a small investment advisory firm based out of Argyle, TX, boasting a team of dedicated professionals who specialize in providing top-notch investment advisory services. With a total of seven employees, four of whom are skilled investment advisors, RFG Wealth Advisory operates from a single office location. The firm maintains an impressive average of approximately $57,150,000 in assets under management per investment advisor, aligning closely with the industry average. RFG Wealth Advisory offers a diverse compensation structure, including options such as a percentage of assets under management and fixed fees, ensuring flexibility and transparency in their client relationships. While their portfolio includes less than 30% of assets managed for 401K and individual accounts, RFG Wealth Advisory possesses the capability to effectively handle employer funds, broadening their service offerings. They proudly exercise full discretionary authority over the entirety of the assets they manage. With a predominant focus on high net worth individuals, RFG Wealth Advisory caters to over 220 individual clients, skillfully overseeing an impressive total of $228,602,000 in assets under management. The firm takes pride in the expertise and longevity of their advisors, with seasoned professionals such as Michael Lemich, Christopher Robinson, and Emilio Gonzalez contributing their extensive knowledge and experience to the company's success. In summary, RFG Wealth Advisory stands as a trusted and capable partner for individuals seeking expert investment advice. Their commitment to excellence, combined with their comprehensive range of services, makes them a reliable choice for those looking to grow and protect their wealth.

Eubank, Hutson & Associates, LLC is a reputable investment advisory firm headquartered in Plano, TX. With a team of three dedicated professionals, two of whom specialize in providing investment advisory services, the firm stands out in the industry. Leveraging their expertise and commitment to excellence, Eubank, Hutson & Associates, LLC manages an impressive average of approximately $870,650,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is designed to align with their clients' needs and interests. It includes various types of fees, such as a percentage of assets under management, fixed fees, and performance-based fees. This flexible approach allows Eubank, Hutson & Associates, LLC to cater to a diverse clientele and offer customized solutions tailored to their financial goals. Boasting a robust client base, Eubank, Hutson & Associates, LLC serves over 210 individual clients, expertly managing assets worth more than $125,556,000. Notably, their expertise shines in handling employer 401Ks and individual accounts, which collectively represent around half of their assets under management. This extensive experience positions them as trusted advisors in the retirement planning space. As a small investment advisory firm, Eubank, Hutson & Associates, LLC prides itself on providing personalized attention to their clients. Their singular office location in Plano, TX serves as a hub for delivering exceptional financial guidance and maintaining strong relationships with their valued clients. Eubank, Hutson & Associates, LLC exclusively manages discretionary assets, reflecting their clients' confidence in their decision-making abilities. With a track record of success and a commitment to delivering top-tier service, Eubank, Hutson & Associates, LLC continues to be a trusted partner for individuals and organizations seeking expert investment advice.

BBAE Advisors LLC is a small investment advisory firm based out of Plano, TX, with one office. With a team of three dedicated professionals, a small percentage of the employees provide investment advisory services to their esteemed clients. The firm boasts an impressive average of approximately $177,880,000 in assets under management per investment advisor, significantly higher than the industry average. BBAE Advisors LLC follows a comprehensive compensation structure that includes various types, such as a percentage of assets under management and performance-based fees. This ensures alignment with their clients' success and incentivizes the team to deliver exceptional results. With a clientele of over 10 individual clients, BBAE Advisors LLC manages assets worth more than $223,000. Their portfolio primarily consists of high net worth individuals, and they have gained extensive experience in handling employer 401Ks and individual assets, accounting for nearly half of their total assets under management. This expertise positions them favorably within this specialized space. Notably, BBAE Advisors LLC manages 100% of their clients' assets on a discretionary basis, providing them with the authority and flexibility to make investment decisions on behalf of their clients. Driven by a commitment to excellence, BBAE Advisors LLC combines their in-depth knowledge, personalized approach, and strategic insights to navigate the complexities of the investment landscape, ensuring their clients' financial goals are met effectively and efficiently.

Requisite Capital Management LLC is a highly regarded investment advisory firm based in Dallas, Texas. With a team of seven dedicated professionals, six of whom specialize in providing top-notch investment advisory services, Requisite Capital Management excels in delivering exceptional financial solutions to its esteemed clientele. Their impressive average of approximately $135,570,000 in assets under management per investment advisor significantly surpasses industry standards. The firm's compensation structure is diverse, offering various types of fees to align with client needs. This includes a percentage of assets under management, fixed fees, and performance-based fees, ensuring a flexible and customized approach to client relationships. Requisite Capital Management manages a substantial portfolio of over $1,358,126,000 in assets for more than 10 individual clients, predominantly catering to high-net-worth individuals. With 52% of the assets they manage being discretionary, Requisite Capital Management demonstrates a keen ability to make independent investment decisions that align with clients' objectives. Operating from their Dallas-based office, the firm has established a solid reputation for excellence within the local community. Requisite Capital Management LLC takes pride in the expertise and experience of its team. Among their longest-tenured advisors are Ryan Dilworth, Angelica Parra, and Douglas John, whose vast knowledge and dedication contribute to the firm's success. As a trusted partner in financial management, Requisite Capital Management continues to provide comprehensive investment solutions, ensuring the growth and prosperity of their clients' portfolios.

CFO4LIFE, a local investment advisory firm headquartered in Coppell, TX, is a trusted partner for over 490 individual clients, managing an impressive $1,710,151,000 in assets. With three offices, they offer comprehensive financial solutions tailored to meet the diverse needs of their clients. While 401K and individual accounts account for less than 30% of their assets under management, CFO4LIFE possesses the expertise and capability to effectively manage employer funds. As an investment advisory firm, CFO4LIFE prioritizes discretionary asset management, with 80% of their managed assets falling under this category. Their team of 16 dedicated investment advisors ensures personalized attention to each client, maintaining an average of approximately $106,880,000 in assets under management per advisor, which aligns with the industry average. CFO4LIFE's compensation structure is designed to align their interests with those of their clients. They offer various fee arrangements, including a percentage of assets under management and fixed fees, ensuring transparency and value for their clients. The firm boasts a skilled and experienced workforce of 20 employees, with a number of the longest-tenured advisors being instrumental in building the firm's reputation. Advisors such as Sean Alford, Bryce Chastain, and Levi McMellian bring years of expertise and financial acumen to the table. CFO4LIFE's commitment to excellence, personalized service, and comprehensive financial guidance make them a top choice for individuals and businesses seeking professional investment advisory services in the Coppell, TX area.

CH Investment Partners, LLC is a reputable investment advisory firm located in Dallas, Texas. With a team of 39 dedicated professionals, 24 of whom specialize in providing top-notch investment advisory services, the company stands out in the industry. Demonstrating their expertise, CH Investment Partners manages an impressive average of approximately $176,110,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is designed to align their interests with their clients, offering a variety of compensation types such as a percentage of assets under management and performance-based fees. This ensures that their advisors are motivated to achieve optimal results for their clients' investments. CH Investment Partners proudly serves a diverse portfolio of over 20 individual clients, effectively managing assets totaling more than $4,362,146,000. An impressive 81% of these assets are under their discretionary management, a testament to their clients' trust in their expertise. In addition to their investment advisory services, CH Investment Partners also offers commodity pool operator or commodity trading advisor services, whether registered or exempt from registration. This broadens their scope and allows them to cater to a wider range of clients' investment needs. As a local firm, CH Investment Partners, LLC is deeply rooted in the Dallas community. With two offices strategically located in the area, they are well-positioned to provide personalized and attentive service to their valued clients. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in wealth management and investment advisory services.