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.

Advisor Resource Council is a reputable regional investment advisory firm based out of Dallas, TX. With 134 dedicated employees, the majority of whom specialize in investment advisory services, the company boasts extensive expertise in managing clients' financial portfolios. Each investment advisor at Advisor Resource Council maintains an impressive average of $18.4 million in assets under management, reflecting their commitment to delivering exceptional results. The firm's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring alignment with clients' investment goals. Advisor Resource Council has fostered strong relationships with over 4,570 individual clients, entrusted with a substantial total of $2.32 billion in assets under management. Their distinguished track record in handling employer 401Ks and individual investments has solidified their position as experts in this space. Notably, 98% of the assets managed by Advisor Resource Council are discretionary, underscoring the company's ability to make informed and independent investment decisions on behalf of their clients. In addition to their investment advisory services, the firm also serves as an insurance broker or agent, providing comprehensive financial solutions. With 53 offices spread across the region, Advisor Resource Council has established a robust presence in the market. The firm takes pride in its team of experienced advisors, including David Young, Sean Kernan, and Gerald Robinson, who have demonstrated exceptional commitment and expertise over the years. Advisor Resource Council is dedicated to providing personalized financial guidance and helping clients achieve their long-term financial goals.

Holt Capital Partners, L.P. is a small investment advisory firm based out of Fort Worth, TX, with one office. With a team of four dedicated professionals, including two experienced investment advisors, they provide exceptional financial guidance to their clients. Known for their expertise and commitment, Holt Capital Partners, L.P. manages an impressive average of approximately $390,010,000 in assets per investment advisor, surpassing industry standards. As a client-focused firm, Holt Capital Partners, L.P. offers a diverse compensation structure to suit individual needs. They employ various methods, including a percentage of assets under management and hourly charges. Notably, 72% of the assets they manage are under discretionary management, reflecting their clients' trust in their expertise. Catering primarily to high-net-worth individuals, Holt Capital Partners, L.P. oversees the management of over $780,025,000 in assets across their client base, which consists of more than 30 discerning individuals. Their extensive experience and commitment to personalized service have earned them a strong reputation within the industry. Among their accomplished team is Robert Holt, Jr., who has been a registered advisor with the firm since 2005. With his extensive tenure and deep understanding of the investment landscape, Robert contributes to Holt Capital Partners, L.P.'s continued success and solidifies their position as a trusted advisory partner. Driven by their passion for delivering outstanding results and building lasting client relationships, Holt Capital Partners, L.P. stands as a respected presence in the Fort Worth investment advisory sector.

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.

Gerald Baker Financial Group, L.L.C. DBA Baker Financial Services is a small investment advisory firm based out of Arlington, TX. With a total of 9 employees, including 4 dedicated to providing investment advisory services, they offer personalized financial guidance to a diverse clientele. The firm manages an impressive average of approximately $98,050,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management. Baker Financial Services boasts a robust client base, serving over 290 individual clients with assets under management exceeding $678,287,000. Their expertise in managing employer 401Ks and individual investments contributes significantly to their success, as these assets account for approximately half of their total assets under management. Demonstrating their commitment to client satisfaction, the firm exclusively manages discretionary assets, allowing them the flexibility to make investment decisions on behalf of their clients. Located in Arlington, TX, Gerald Baker Financial Group, L.L.C. DBA Baker Financial Services operates from a single office. The firm prides itself on its experienced team of advisors, with some of the longest tenured professionals being David Wilkins, Cliff Mead, and Gerald Baker himself. These individuals bring a wealth of knowledge and expertise to the table, ensuring clients receive reliable and trustworthy financial advice. Overall, Gerald Baker Financial Group, L.L.C. DBA Baker Financial Services is a reputable investment advisory firm that combines personalized service, industry expertise, and a commitment to helping clients achieve their financial goals.

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.

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.

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.

SMITH ANGLIN FINANCIAL, LLC is a reputable investment advisory firm based in Dallas, TX. With one office located in the heart of the city, the firm is dedicated to providing exceptional investment advisory services to its clients. Boasting a team of 16 highly skilled professionals, Smith Anglin Financial, LLC has built a solid foundation of expertise and knowledge in the financial industry. On average, each investment advisor at the firm manages approximately $77,820,000 in assets under management, which aligns with the industry average. Their compensation structure is diverse and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. While their portfolio comprises less than 30% of 401K and individual accounts, the firm possesses the capability to efficiently manage employer funds. An impressive 98% of the assets under their management are discretionary, reflecting the trust and confidence placed in the firm by their clients. Catering primarily to high net worth individuals, Smith Anglin Financial, LLC has accumulated over 660 individual clients, managing assets worth more than $1,245,087,000. The firm takes pride in its experienced advisors, with notable individuals such as Regis Moxley, Steven Anglin, and Christopher Lott, who have been with the company for an extended period. Their unwavering commitment to client success and financial prosperity has established Smith Anglin Financial, LLC as a trusted partner in wealth management.

ISC Advisors, Inc. is a renowned regional investment advisory firm headquartered in Dallas, TX. With over 1,520 individual clients and an impressive $1,127,586,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Operating from 12 strategically located offices, ISC Advisors offers comprehensive investment solutions to a diverse clientele. While 401K and individual accounts constitute less than 30% of their assets under management, ISC Advisors possesses the expertise to effectively manage employer funds. An impressive 47% of the assets they oversee are discretionary, showcasing their ability to tailor investment strategies to meet specific client needs. With a wide range of compensation structures, including a percentage of assets under management, hourly charges, and fixed fees, ISC Advisors ensures that their clients have flexibility in choosing the payment method that aligns with their preferences and goals. The firm boasts a team of 34 dedicated employees, with 29 of them specializing in investment advisory services. On average, each investment advisor manages approximately $38,880,000 in assets. Among the firm's experienced professionals, Deborah Reed, Robert Morrison, and Christian Tacey stand out as some of the longest-tenured advisors, bringing extensive knowledge and insights to their clients' investment strategies. As ISC Advisors continues to grow and serve their clients with integrity and expertise, they remain committed to providing personalized financial guidance, helping individuals and organizations navigate the complexities of the investment landscape and achieve their financial objectives.

Kopion Asset Management, LLC is a small investment advisory firm based out of McKinney, TX. With one office, the firm is committed to providing exceptional investment advisory services to its clients. Their team consists of two highly skilled and experienced professionals who specialize in managing assets and delivering sound financial advice. On average, each investment advisor at Kopion Asset Management, LLC oversees approximately $56,780,000 in assets under management. This figure falls within the industry average, reflecting their competence and ability to handle substantial portfolios effectively. The firm's compensation structure includes various types, such as a percentage of assets under management. One hundred percent of the assets managed by Kopion Asset Management, LLC are discretionary, allowing the advisors to make informed investment decisions on behalf of their clients. The firm primarily serves high net worth individuals, with over 10 individual clients who collectively entrust them with more than $113,552,000 in assets under management. Terry Ledbetter and Jonathan Lindstrom are two of the longest tenured registered advisors at Kopion Asset Management, LLC. With their extensive experience and expertise, they contribute significantly to the firm's success and the satisfaction of their discerning clients. In summary, Kopion Asset Management, LLC is a reputable investment advisory firm in McKinney, TX. With a dedicated team and a solid track record, they provide comprehensive investment advisory services to high net worth individuals, effectively managing their assets and guiding them towards financial success.