Find Top Financial Advisors Near Weatherford, Texas
Filters
Location
ArgyleArlingtonBedfordColleyvilleCoppellDallasDentonFlower MoundFort WorthFt. WorthHurstIrvingKellerMansfieldSouthlakeWeatherford
Showing 1 - 12 of 32 results
Sort by
Relevancy
Distance
Alphabetical
AVANTAX ADVISORY SERVICES
AVANTAX ADVISORY SERVICES
Dallas, Texas
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.
GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES
GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES
Arlington, Texas
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.
SMH CAPITAL ADVISORS LLC
SMH CAPITAL ADVISORS LLC
Fort Worth, Texas
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.
DEAN, JACOBSON FINANCIAL SERVICES
DEAN, JACOBSON FINANCIAL SERVICES
Fort Worth, Texas
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.
OPENAIR FINANCIAL, LLC
OPENAIR FINANCIAL, LLC
Southlake, Texas
Openair Financial, LLC is a distinguished local investment advisory firm headquartered in Southlake, TX. With six strategically located offices, Openair Financial, LLC offers comprehensive investment advisory services to a diverse clientele. The firm boasts a team of five highly skilled professionals, each dedicated to providing expert guidance and personalized solutions. With an impressive track record, Openair Financial, LLC manages an average of $21,550,000 in assets under management per investment advisor. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring a transparent and client-centered approach. A noteworthy aspect of Openair Financial, LLC is its expertise in managing employer 401Ks and individual assets, which account for nearly half of their extensive $107,750,000 in assets under management. Notably, all the assets managed by the firm are discretionary, highlighting the trust and autonomy clients place in their investment strategies. Boasting a substantial client base of over 230 individuals, Openair Financial, LLC has earned a sterling reputation within the financial services industry. The firm's success is underpinned by the unwavering commitment and experience of its longest tenured advisors, including Jonathan Lawton, Stewart Fields, and Chris Massenburg. At Openair Financial, LLC, clients can expect a client-focused approach, backed by a deep understanding of investment markets and an unwavering commitment to achieving their financial goals. With their extensive expertise and local presence, Openair Financial, LLC is well-positioned to guide clients through the complexities of the ever-changing investment landscape.
STYRE WEALTH
STYRE WEALTH
Ft. Worth, Texas
Styre Wealth, a small investment advisory firm based out of Ft. Worth, TX, is dedicated to providing personalized financial guidance to individuals and employers. With a single office, they boast a team of four professionals, two of whom specialize in investment advisory services. Leveraging their expertise, Styre Wealth manages an average of $80,940,000 in assets per investment advisor, aligning closely with the industry average. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately 50% of the assets they manage come from employer 401Ks and individual clients, demonstrating their proficiency in this specific domain. A significant 86% of the assets they oversee are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. Moreover, in addition to investment advisory services, Styre Wealth also operates as an insurance broker or agent, expanding their range of financial solutions. Currently, the firm serves over 140 individual clients, managing a total of $161,877,000 in assets under management. Among their seasoned professionals, Joshua Rudd and Jack Herr stand as two of the longest tenured registered advisors within the company, ensuring stability and continuity in client relationships. Styre Wealth's commitment to personalized financial guidance, extensive experience in employer 401Ks and individual investments, and a comprehensive suite of services make them a reliable partner for individuals and employers alike in achieving their financial goals.
HOLT CAPITAL PARTNERS, L.P.
HOLT CAPITAL PARTNERS, L.P.
Fort Worth, Texas
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.
STEWARD WEALTH MANAGEMENT
STEWARD WEALTH MANAGEMENT
Colleyville, Texas
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.
CFO4LIFE
CFO4LIFE
Coppell, Texas
CFO4LIFE, a local investment advisory firm headquartered in Coppell, TX, is a trusted partner for over 490 individual clients, managing an impressive $1,710,151,000 in assets. With three offices, they offer comprehensive financial solutions tailored to meet the diverse needs of their clients. While 401K and individual accounts account for less than 30% of their assets under management, CFO4LIFE possesses the expertise and capability to effectively manage employer funds. As an investment advisory firm, CFO4LIFE prioritizes discretionary asset management, with 80% of their managed assets falling under this category. Their team of 16 dedicated investment advisors ensures personalized attention to each client, maintaining an average of approximately $106,880,000 in assets under management per advisor, which aligns with the industry average. CFO4LIFE's compensation structure is designed to align their interests with those of their clients. They offer various fee arrangements, including a percentage of assets under management and fixed fees, ensuring transparency and value for their clients. The firm boasts a skilled and experienced workforce of 20 employees, with a number of the longest-tenured advisors being instrumental in building the firm's reputation. Advisors such as Sean Alford, Bryce Chastain, and Levi McMellian bring years of expertise and financial acumen to the table. CFO4LIFE's commitment to excellence, personalized service, and comprehensive financial guidance make them a top choice for individuals and businesses seeking professional investment advisory services in the Coppell, TX area.
LEO WEALTH, LLC
LEO WEALTH, LLC
Hurst, Texas
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.
Need Help Selecting an Insurance Advisor?
Let our team create a custom shortlist for you.
WIMMER CONSULTING, LLC
WIMMER CONSULTING, LLC
Irving, Texas
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.
PHILLIPS RAY CAPITAL MANAGEMENT, INC.
PHILLIPS RAY CAPITAL MANAGEMENT, INC.
Fort Worth, Texas
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.
Browse Financial Advisors by City
AbileneAddisonAllenAmarilloArgyleArlingtonAustinBeaumontBedfordBellaireBellvilleBoerneBryanCedar ParkCollege StationColleyvilleConroeCoppellCorpus ChristiDallasDentonEastlandEl PasoFlower MoundFort WorthFriendswoodFriscoFt. WorthFulshearGrand PrairieGrapevineHarlingenHorseshoe BayHoustonHurstIrvingKatyKellerKerrvilleKingwoodKyleLakewayLaredoLewisvilleLittle ElmLubbockMansfieldMckinneyMidlandNew BraunfelsPlanoProsperRichardsonRockwallRound RockSaladoSan AngeloSan AntonioShavano ParkSouthlakeSpringStaffordSugar LandTaylorTexarkanaThe WoodlandsTomballTylerVictoriaWacoWeatherfordWest Lake HillsWichita Falls