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.

GDS Wealth Management is a local investment advisory firm based out of Flower Mound, TX. With one office, the firm boasts a team of 15 employees, 11 of whom provide investment advisory services. With an average of approximately $58,530,000 in assets under management per investment advisor, GDS Wealth Management maintains an industry-average position. The firm's compensation structure encompasses various types, including a percentage of assets under management. While 401K and individual accounts make up less than 30% of their assets under management, GDS Wealth Management has the capability to effectively manage employer funds. Notably, all of the assets they handle are discretionary, offering clients a hands-off approach to their investments. GDS Wealth Management primarily focuses on serving high net worth individuals, managing a substantial client base of over 370 individuals with assets under management totaling more than $643,804,000. The firm takes pride in its team of experienced advisors, with long-tenured professionals such as Jordan Kast, Victoria Rogers, and Glen Smith leading the way. By providing comprehensive investment advisory services, GDS Wealth Management strives to empower its clients to make informed financial decisions. With a commitment to personalized service and a proven track record, the firm aims to help clients achieve their financial goals while navigating the complexities of the ever-changing market.

SMH Capital Advisors LLC, a reputable investment advisory firm headquartered in Fort Worth, TX, proudly serves a diverse client base of over 230 individuals. With their steadfast commitment to delivering exceptional financial services, they manage an impressive $370,511,000 in assets. Boasting two strategically located offices, the firm ensures accessibility and convenience for their valued clientele. As a registered representative of a broker-dealer, insurance broker, or agent, SMH Capital Advisors LLC goes beyond traditional investment advisory services. While they specialize in discretionary management of assets, they also possess the expertise to effectively oversee employer funds, although such accounts constitute less than 30% of their asset portfolio. The compensation structure at SMH Capital Advisors LLC encompasses various options tailored to meet clients' unique needs. These options include a percentage of assets under management, hourly charges, and commissions. With a dedicated team of three highly skilled employees, all exclusively focused on delivering top-notch investment advisory services, the firm maintains a healthy average of approximately $123,500,000 in assets under management per investment advisor, aligning with industry standards. Lisa Haley, Daniel Rudnitsky, and Dwayne Moyers are among the esteemed, longest-serving advisors at SMH Capital Advisors LLC. Their extensive experience and unwavering dedication to client success epitomize the firm's commitment to providing unparalleled financial guidance. With their track record of excellence and comprehensive range of services, SMH Capital Advisors LLC continues to be a trusted partner for individuals seeking expert investment advice and comprehensive asset management solutions in the Fort Worth area and beyond.

SWMG, LLC is a small investment advisory firm headquartered in Fort Worth, TX, with one office. With a team of four dedicated professionals, SWMG, LLC offers comprehensive investment advisory services to its diverse client base. Each investment advisor at the firm manages an average of approximately $49,100,000 in assets under management, which aligns with the industry average. The firm's compensation structure is designed to cater to various client needs and includes options such as a percentage of assets under management, hourly charges, and fixed fees. SWMG, LLC has established a strong presence in the employer 401K and individual investment space, with approximately half of their assets under management originating from these sources. Their extensive experience in this area positions them well to serve the unique requirements of both employers and individuals seeking reliable and effective investment strategies. With over 200 individual clients, SWMG, LLC oversees an impressive $196,399,000 in assets under management, reflecting the trust and confidence clients have placed in their services. The firm takes pride in the expertise and dedication of its team, which includes seasoned advisors like Kelly Buchfink, Carol Allen, and Joshua Strittmatter, who have made significant contributions to the firm's success and client satisfaction over the years. SWMG, LLC is committed to providing exceptional investment advisory services that help clients achieve their financial goals and secure their financial futures. Their personalized approach, industry expertise, and commitment to excellence make them a trusted partner for individuals and employers seeking professional investment guidance.

Rogers Wealth Group, Inc., a local investment advisory firm based out of Fort Worth, TX, is dedicated to providing comprehensive financial services to its clients. With over 270 individual clients and an impressive $876,332,000 in assets under management, the firm has established itself as a trusted partner in wealth management. At the core of their success is their extensive experience in managing employer 401Ks and individual portfolios, with these two segments accounting for approximately half of their assets under management. The firm's expertise in this space ensures that clients receive tailored investment strategies that align with their goals and risk tolerance. With a compensation structure that includes a percentage of assets under management and fixed fees, Rogers Wealth Group, Inc. demonstrates its commitment to transparency and aligning its interests with those of its clients. The firm boasts a team of 23 dedicated professionals, including six investment advisors who provide personalized guidance and strategic advice. Their impressive average of $146,060,000 in assets under management per investment advisor far surpasses the industry average, reflecting their exceptional level of expertise and client-centric approach. Rogers Wealth Group, Inc. takes pride in its longstanding advisory team, which includes notable individuals such as Matthew Lankford, Craig Rogers, and Dale Rogers. These seasoned advisors bring a wealth of experience and insight to the table, further enhancing the firm's ability to deliver top-notch financial solutions. As they continue to serve their clients, Rogers Wealth Group, Inc. remains committed to fostering strong relationships, providing exceptional service, and helping individuals and organizations navigate the complexities of wealth management with confidence.

Keene & Dorchak is a small investment advisory firm based out of Fort Worth, TX, with a team of four highly skilled professionals. With an average of $54,630,000 in assets under management per investment advisor, they offer comprehensive investment advisory services to a diverse client base. The firm manages over $163,097,000 in assets, primarily catering to high net worth individuals. While the majority of their clients are individuals, they also possess the expertise to manage employer funds. Keene & Dorchak's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' investment goals. As a discretionary investment manager, they have full authority to make investment decisions on behalf of their clients. With two office locations, the firm is well-positioned to serve clients in the Fort Worth area. Matthew Dorchak, Gregg Jahnke, and John Keene are among the firm's longest-tenured advisors, bringing extensive industry knowledge and experience to the team. Keene & Dorchak prides itself on delivering personalized investment strategies tailored to each client's unique financial objectives. With a commitment to providing exceptional service and delivering solid investment performance, they strive to build long-term relationships based on trust and integrity. Keene & Dorchak's dedication to delivering quality investment advisory services, combined with their experienced team and client-centric approach, sets them apart in the industry. As a result, they have established a strong reputation as a trusted partner in helping clients navigate the complexities of the financial markets and achieve their 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.

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.

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.