Luther King Capital Management Corporation, based out of Fort Worth, Texas, is a prominent regional investment advisory firm with a solid reputation in the industry. With a team of 96 dedicated professionals, 62 of whom specialize in providing expert investment advisory services, Luther King Capital Management Corporation demonstrates a commitment to delivering exceptional financial guidance to its clients. Impressively, the firm maintains an average of approximately $156,510,000 in assets under management per investment advisor, surpassing the industry average and reflecting their ability to handle significant portfolios with care and expertise. Luther King Capital Management Corporation's compensation structure is flexible, offering various types of fees to cater to the diverse needs of their clientele. With a vast client base of over 240 individuals, Luther King Capital Management Corporation manages an impressive $27,691,007,000 in assets. Notably, 99% of these assets are managed on a discretionary basis, showcasing the trust and confidence their clients place in their investment strategies. In addition to their core investment advisory services, Luther King Capital Management Corporation also serves as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This comprehensive range of services positions them as a one-stop solution for clients seeking diversified financial guidance. Operating from four well-established offices, Luther King Capital Management Corporation has built a strong foundation within the industry. The firm takes pride in its experienced team of advisors, with notable figures such as Joan Maynard, Scot Hollmann, and Paul Greenwell, who have demonstrated long-term dedication and expertise in serving their clients' financial goals. Overall, Luther King Capital Management Corporation distinguishes itself as a trusted and accomplished investment advisory firm, committed to delivering exceptional results and personalized financial solutions to its discerning clientele.

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.

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.

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.

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.

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.

Strategic Wealth Management, LLC, located in Bedford, TX, is a reputable investment advisory firm with a strong track record in wealth management. With over 110 individual clients and an impressive $132,458,000 in assets under management, the firm provides comprehensive financial services tailored to meet the unique needs of its clients. Despite their focus on high net worth individuals, Strategic Wealth Management, LLC also possesses the expertise to effectively manage employer funds, in addition to 401K and individual accounts, accounting for less than 30% of their assets under management. The firm prides itself on offering discretionary management, ensuring that clients' investments are managed with utmost care and professionalism. Comprised of a team of five dedicated professionals, including two experienced investment advisors, Strategic Wealth Management, LLC delivers personalized investment strategies designed to maximize returns and minimize risks. With an average of approximately $66,230,000 in assets under management per investment advisor, the firm's advisors provide attentive and individualized service to their clients. Strategic Wealth Management, LLC offers a variety of compensation structures, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment of interests with their valued clients. The firm's commitment to ethical practices and client satisfaction is further demonstrated by their roster of long-tenured advisors, including Michael Hornung, Jeanine Benenati, and Matthew Condit. With a solid reputation built on trust, expertise, and personalized service, Strategic Wealth Management, LLC stands as a reliable partner for individuals seeking comprehensive and effective wealth management solutions in the Bedford, TX area.