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.

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.

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.

Miller Global Investments, L.L.C., based out of Dallas, TX, is a reputable and client-focused investment advisory firm. With over 30 individual clients and a remarkable $152,025,000 in assets under management, they provide comprehensive financial services tailored to meet their clients' specific needs. As a small firm, Miller Global Investments, L.L.C. boasts a single office in Dallas, Texas. While their 401K and individual accounts make up less than 30% of their total assets under management, they possess the expertise to effectively manage employer funds, allowing them to offer a wide range of investment options to their clients. Importantly, all assets managed by the firm are done so on a discretionary basis, enabling them to make investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Miller Global Investments, L.L.C. has established a strong reputation for its personalized and attentive service. Their compensation structure includes various models, such as a percentage of assets under management, ensuring alignment with their clients' investment goals. With a team of three dedicated professionals, all of whom provide investment advisory services, Miller Global Investments, L.L.C. delivers expertise and commitment to their clients. Their investment advisors manage an average of approximately $50,670,000 in assets, which aligns with the industry average. Notably, the firm takes pride in the tenure and experience of its advisors, including Edward Terrill, Michelle Krick, and Scott Miller, who have been with the firm for an extended period. Overall, Miller Global Investments, L.L.C. distinguishes itself by offering tailored investment strategies, an experienced team, and a commitment to providing exceptional financial advisory services to their valued clients.

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.

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.

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.

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.