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.

Rhodes Investment Advisors, Inc., a prominent local investment advisory firm headquartered in Fort Worth, TX, is known for its comprehensive range of investment advisory services. With a team of 11 highly skilled professionals, Rhodes Investment Advisors strives to deliver top-notch financial guidance to their clients. The firm manages an impressive average of $68,700,000 in assets under management per investment advisor, aligning with industry standards. Their compensation structure is diverse, offering various options such as a percentage of assets under management. Boasting a substantial client base of over 820 individuals, Rhodes Investment Advisors effectively oversees a staggering $322,283,000 in assets under management. The majority of these assets, exceeding 80%, are comprised of employer 401K plans and individual portfolios. The firm's expertise and experience make them particularly well-suited to managing both employer and employee 401K plans. Notably, 68% of the assets they manage are handled on a discretionary basis, showcasing their proficiency in making strategic investment decisions on behalf of clients. Additionally, Rhodes Investment Advisors extends its services to insurance brokerage and agency, further enhancing their comprehensive financial offerings. With four conveniently located offices, the firm is committed to serving the local community, providing accessible financial solutions. Rhodes Investment Advisors takes pride in its team of long-standing advisors, including John Vann, Craig Wade, and Jim Rhodes. Their extensive tenure in the industry underscores their expertise and dedication to delivering exceptional financial guidance to clients. Overall, Rhodes Investment Advisors, Inc. stands out as a trusted and reputable firm, offering comprehensive investment advisory services and demonstrating a strong commitment to their clients' financial well-being.

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.

Based out of Dallas, Texas, Capital Advisory Group, Inc. is a small investment advisory firm specializing in managing high net worth individuals' assets. With over 20 individual clients, they oversee an impressive $159,139,000 in assets under management. While their primary focus lies outside of 401K and individual accounts, representing less than 30% of their managed assets, the firm possesses the capability to effectively handle employer funds as well. Capital Advisory Group, Inc. operates from a single office and prides itself on offering discretionary management for all their clients, meaning they have full authority to make investment decisions on their behalf. With a compensation structure that includes various types such as a percentage of assets under management and fixed fees, the firm ensures alignment of interests and transparency. They have a total of three employees, with two dedicated to providing exceptional investment advisory services. On average, each investment advisor oversees approximately $79,570,000 in assets under management, which aligns with the industry average. Notably, James Hopson and Justin Morgan are two of the firm's longest-tenured registered advisors, bringing a wealth of experience and expertise to their clients. Capital Advisory Group, Inc. prides itself on its commitment to personalized service, strategic investment planning, and prudent risk management, making it a trusted partner for affluent individuals seeking to grow and preserve their wealth.

Spectrum Advisors, Inc. is a small investment advisory firm headquartered in Addison, TX, with three offices strategically located to serve a diverse clientele. With a team of seven professionals, four of whom specialize in providing expert investment advisory services, Spectrum Advisors, Inc. is well-equipped to meet the unique financial needs of their clients. Drawing from ChatGPT's knowledge, Spectrum Advisors, Inc. has established a strong reputation in managing assets with an average value of approximately $29,500,000 per investment advisor. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. The firm has extensive experience in managing employer 401Ks and individual portfolios, accounting for nearly half of their impressive $118,000,000 assets under management. All assets entrusted to Spectrum Advisors, Inc. are managed on a discretionary basis, ensuring that their clients benefit from their seasoned expertise and proactive decision-making. Spectrum Advisors, Inc. boasts an extensive client base, with over 250 individual clients who have placed their trust in the firm to safeguard and grow their wealth. Among their esteemed team, Jon Reppert and David Faulkner stand as the firm's longest tenured registered advisors, offering invaluable expertise and deep insights into the investment landscape. With a commitment to providing exceptional service, tailored advice, and a results-driven approach, Spectrum Advisors, Inc. continues to solidify its position as a leading investment advisory firm in the region.

McElhenny Sheffield Capital Management, LLC, headquartered in Dallas, TX, is a distinguished local investment advisory firm. With a strong reputation and extensive experience, they cater to a diverse clientele of over 950 individual clients. Boasting an impressive $391,925,000 in assets under management, the firm offers comprehensive financial solutions to individuals and employer-sponsored 401K plans. As a testament to their expertise, all the assets managed by McElhenny Sheffield Capital Management are discretionary, ensuring optimal flexibility in meeting client needs. With a commitment to excellence, the firm employs a team of seven highly skilled professionals who collectively provide top-notch investment advisory services. On average, each investment advisor oversees approximately $55,990,000 in assets under management, aligning well with industry standards. The advisors' extensive knowledge and proficiency in the investment landscape allow them to provide sound guidance to clients seeking to optimize their portfolios. McElhenny Sheffield Capital Management's compensation structure is designed to be flexible and client-centric. They offer a range of options, including a percentage of assets under management, fixed fees, and performance-based fees, ensuring that clients can choose the arrangement that best suits their needs. Among the firm's notable professionals are Bruce Fraser, Todd Terry, and Jeffrey Bradley, who have established themselves as some of the longest-tenured advisors within the organization. Their wealth of experience further bolsters the firm's reputation and contributes to their ability to deliver exceptional investment advisory services. Overall, McElhenny Sheffield Capital Management, LLC stands out as a premier investment advisory firm in the Dallas area, combining extensive industry knowledge, an impressive client base, and a commitment to providing tailored financial solutions.

True North Advisors, LLC, headquartered in Dallas, Texas, is a prominent local investment advisory firm with a deep-rooted commitment to guiding clients towards their financial goals. With a team of 42 dedicated professionals, 18 of whom specialize in investment advisory services, True North Advisors provides comprehensive wealth management solutions to individuals and families. With an impressive average of approximately $164,880,000 in assets under management per investment advisor, True North Advisors demonstrates a track record of delivering exceptional results and achieving substantial growth for their clients. This level of expertise positions them favorably against the industry average. The firm's compensation structure is designed to align their success with that of their clients, utilizing various models, including a percentage of assets under management. True North Advisors has amassed a diverse clientele, boasting over 230 individual clients with a combined $3,006,400,000 in assets under management. Their clientele is primarily composed of high net worth individuals, for whom they manage the majority of their assets. True North Advisors distinguishes itself as a trusted partner, offering discretionary management for 99% of the assets they oversee. Their unwavering dedication to client satisfaction is further underscored by the longevity of their team members. Notable among them are industry veterans such as Mark Gehlbach, Scott Wood, and Tara Scottino, whose tenure underscores the firm's stability and expertise. With two strategically located offices, True North Advisors is well-positioned to serve their clients' needs efficiently and effectively. As they continue to forge ahead, True North Advisors remains committed to providing exceptional investment advisory services and helping clients navigate the complex world of finance with confidence and peace of mind.

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.

Snider Advisors, headquartered in Irving, TX, is a reputable investment advisory firm catering to a diverse clientele. With over 140 individual clients and an impressive $173,761,000 in assets under management, the firm offers a range of comprehensive financial services. Boasting one office location, Snider Advisors has established itself as a trusted partner for both employer 401Ks and individual investors, exhibiting significant expertise in these areas. The firm manages 37% of its assets on a discretionary basis, ensuring a tailored approach to meet the unique needs and goals of their clients. With a client-centric approach, Snider Advisors provides various compensation structures, including a percentage of assets under management, fixed fees, and commissions. Led by a team of four highly skilled professionals, all dedicated to delivering top-notch investment advisory services, Snider Advisors boasts an impressive average of $43,440,000 in assets under management per investment advisor. The firm takes pride in the expertise and experience of its longest tenured advisors, such as Shelley Seagler, Tyler Curtis, and Jesse Anderson, who have contributed significantly to the firm's success. In addition to their investment advisory services, Snider Advisors also functions as an insurance broker or agent, expanding their offerings to cater to the diverse financial needs of their clients. With a commitment to excellence, integrity, and personalized solutions, Snider Advisors continues to empower their clients to make informed financial decisions and secure their financial future.

Paladini Financial Advisors, LLC is a well-established investment advisory firm based in Arlington, TX. With over 100 individual clients and more than $154,653,000 in assets under management, they offer comprehensive financial guidance and personalized solutions to help their clients achieve their financial goals. Despite being a small firm, Paladini Financial Advisors, LLC has built a solid reputation for their expertise and commitment to client success. They operate from a single office, strategically located in Arlington, allowing them to provide convenient access to their services for both local and remote clients. While the majority of their assets under management come from sources other than 401K and individual accounts, Paladini Financial Advisors, LLC possesses the capability and experience to effectively manage employer funds. Their compensation structure is flexible and tailored to meet the unique needs of each client, encompassing various options such as a percentage of assets under management, fixed fees, and hourly charges. With a team of six dedicated employees, three of whom specialize in investment advisory services, Paladini Financial Advisors, LLC ensures that their clients receive individualized attention and the highest level of expertise. On average, each investment advisor manages approximately $51,550,000 in assets under management, aligning with the industry standards. Paladini Financial Advisors, LLC takes pride in their experienced team, including Nathan Tarver, Wendy Kelly, and Matthew Paladini, who have been with the firm for many years, offering extensive knowledge and stability to their clients' financial journeys. As a trusted partner, Paladini Financial Advisors, LLC strives to deliver exceptional financial guidance and build lasting relationships, supporting their clients in achieving long-term financial security and prosperity.

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.