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.

Quadcap Wealth Management, LLC is a renowned local investment advisory firm based out of Frisco, TX. With one office, the firm comprises a team of 12 dedicated professionals, out of which 8 specialize in providing expert investment advisory services. Leveraging their expertise, Quadcap Wealth Management manages an average of approximately $79,830,000 in assets under management per investment advisor, aligning closely with the industry average. The firm's compensation structure is multifaceted, incorporating various types such as a percentage of assets under management and fixed fees. Notably, 99% of the assets they manage are discretionary, indicating their clients' trust in their investment acumen. Quadcap Wealth Management primarily serves high-net-worth individuals, overseeing a substantial portfolio of assets. Presently, the firm caters to over 110 individual clients, managing an impressive $638,623,000 in assets under management. One distinguishing aspect of Quadcap Wealth Management is its exceptional team of advisors, some of whom have been with the firm for a significant period. Robert Alston, Cortnie Rodriguez, and David Blair are among the longest-tenured advisors, contributing their extensive experience and deep understanding of the investment landscape to the firm's success. With a commitment to providing personalized investment strategies tailored to each client's unique needs, Quadcap Wealth Management has established itself as a trusted partner in wealth management. By delivering exceptional service and demonstrating their expertise, they continue to assist clients in pursuing their financial goals and securing their financial future.

Steward Wealth Management, a local investment advisory firm headquartered in Colleyville, TX, has gained a reputation for excellence in managing wealth and providing financial guidance. With over 170 individual clients and a substantial $531,106,000 in assets under management, Steward Wealth Management is committed to delivering personalized strategies tailored to meet their clients' specific needs. While a significant portion of their assets under management come from high net worth individuals, Steward Wealth Management also possesses the expertise to effectively manage employer funds. They offer comprehensive investment advisory services, with 100% of the assets they oversee being discretionary. Their team of seven dedicated professionals, five of whom specialize in investment advisory services, work closely with clients to develop and implement sound investment strategies. Steward Wealth Management's compensation structure includes various options, such as a percentage of assets under management. Their experienced advisors, including Steven Early, Vincent Hawkins, and Dustin Stiefel, boast impressive tenures with the firm, contributing to its strong track record and client satisfaction. As an average industry performer, Steward Wealth Management prides itself on maintaining solid relationships with their clients, ensuring that their financial goals remain at the forefront of all decision-making processes. By offering personalized investment solutions and focusing on exceptional customer service, Steward Wealth Management continues to build trust and deliver financial peace of mind to their clients in Colleyville, TX, and beyond.

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.

Leo Wealth, LLC, based out of Hurst, TX, is a reputable regional investment advisory firm that caters to a diverse client base. With over 1,140 individual clients and a staggering $1,768,619,000 in assets under management, Leo Wealth, LLC has established itself as a trusted partner in managing financial portfolios. Operating from eight strategically located offices, they offer personalized investment solutions to meet the unique goals and objectives of their clients. While their extensive client base includes a range of account types, such as 401K and individual accounts, these represent less than 30% of their total assets under management. However, Leo Wealth, LLC possesses the necessary expertise and capabilities to effectively manage employer funds. Impressively, 99% of the assets they manage are discretionary, enabling them to make strategic investment decisions on behalf of their clients. Specializing in high-net-worth individuals, Leo Wealth, LLC handles a substantial portion of their clients' assets. The firm's compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and aligning with clients' specific requirements. With a team of 28 dedicated employees, nearly all of whom provide investment advisory services, Leo Wealth, LLC boasts an average asset under management of approximately $65,500,000 per investment advisor. This figure aligns with the industry average, indicating their competence in managing and growing their clients' wealth. Notably, Leo Wealth, LLC takes pride in its experienced team of advisors, with individuals such as Charles Duryee, Ray Pinson, and Aleksey Mironenko contributing their expertise and industry knowledge to the firm's success. Their long tenures demonstrate the stability and reliability that clients can expect when entrusting their financial affairs to Leo Wealth, LLC.

Heritage Retirement Advisors, LLC, based out of Colleyville, TX, is a distinguished investment advisory firm catering to the needs of high net worth individuals. With over 240 individual clients, they diligently manage assets totaling $180,491,000. Committed to providing exceptional financial services, Heritage Retirement Advisors operates from a single office and also offers insurance brokerage services. While employer funds comprise a significant portion of their assets under management, 401K and individual accounts make up less than 30%. With complete discretionary authority, the firm ensures personalized investment strategies tailored to their clients' specific goals and risk tolerance. Heritage Retirement Advisors' compensation structure is diverse, including a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. Employing a team of five dedicated professionals, three of whom specialize in investment advisory services, the firm possesses the expertise and knowledge to deliver optimal results. Each investment advisor oversees an average of $60,160,000 in assets under management, which aligns with industry standards. Notably, Heritage Retirement Advisors benefits from the extensive experience of their longest tenured advisors, including Donald Brosious, Thomas Holloway, and Gregory Hutto. With a steadfast commitment to the financial well-being of their clients, Heritage Retirement Advisors, LLC strives to provide trusted guidance, comprehensive investment strategies, and reliable insurance solutions. Their focus on high net worth individuals, along with their skilled team and flexible compensation options, positions them as a reputable partner for individuals seeking reliable retirement planning and investment management services.

Water Valley Investment Advisors, Inc., based out of Little Elm, TX, is a reputable investment advisory firm serving clients across the region. With three well-established offices, Water Valley Investment Advisors, Inc. has been providing exceptional investment advisory services for years. The firm takes pride in its team of three highly skilled professionals who offer comprehensive financial guidance to their clients. With an impressive average of approximately $31,330,000 in assets under management per investment advisor, Water Valley Investment Advisors, Inc. has garnered a strong reputation in the industry. Their compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are aligned with their clients' success. Notably, Water Valley Investment Advisors, Inc. excels in managing employer 401Ks and individual portfolios, with approximately half of their assets under management originating from these sources. This expertise has allowed them to build a solid foundation and establish long-standing relationships within this space. Water Valley Investment Advisors, Inc. is proud to have more than 120 individual clients, entrusting them with over $93,983,000 in assets under management. This notable client base is a testament to the firm's commitment to providing personalized and tailored investment strategies that meet the unique goals and objectives of each client. The firm boasts a team of experienced advisors, including Kevin Gesink, Kurt Dorr, and Philip Dorr, who have demonstrated their dedication and knowledge over their tenure with the company. Their collective expertise adds significant value to the services provided by Water Valley Investment Advisors, Inc., ensuring clients receive sound financial advice and guidance. With their emphasis on discretion and their track record of success, Water Valley Investment Advisors, Inc. continues to be a trusted partner for individuals and employers seeking expert investment advisory services.

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.

Keener Financial Planning, a prominent investment advisory firm headquartered in Keller, TX, excels in providing comprehensive financial solutions. With a team of nine skilled professionals, eight of whom specialize in investment advisory services, they boast an impressive average of approximately $279,410,000 in assets under management per advisor, significantly surpassing industry standards. Their compensation structure caters to client preferences, offering options such as a percentage of assets under management and fixed fees. The firm maintains a robust client base of over 50 individuals, collectively entrusting Keener Financial Planning with more than $221,707,000 in assets. Primarily catering to high net worth individuals, their expertise lies in managing substantial portfolios. Although 401K and individual accounts constitute less than 30% of their total assets under management, Keener Financial Planning possesses the capability to effectively oversee employer funds. Notably, an overwhelming 99% of the assets they manage are discretionary, indicating a high level of client trust and confidence. Keener Financial Planning takes pride in being deeply rooted in the local community, establishing strong relationships with their clientele. With two conveniently located offices, the firm ensures accessibility and personalized service. The company's long-standing success can be attributed, in part, to the expertise and dedication of their most tenured advisors, including Rachel Songer, Patricia Priddy, and Jean Keener. These seasoned professionals bring a wealth of experience and industry knowledge to the table, further strengthening the firm's reputation and commitment to client satisfaction.

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.

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.