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.

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.

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.

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.

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.

Schulz Wealth, Ltd. is a small investment advisory firm based out of Mansfield, TX, with two offices. With a team of four dedicated professionals, they provide comprehensive investment advisory services to their clientele. Out of their four employees, three serve as investment advisors, offering expert guidance and personalized strategies tailored to meet their clients' financial goals. Known for their proficiency in managing assets, Schulz Wealth, Ltd. oversees an impressive average of approximately $54,310,000 in assets under management per investment advisor, a figure that aligns with the industry average. Their compensation structure is flexible, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility for their clients. With over 70 individual clients, Schulz Wealth, Ltd. has accumulated a substantial portfolio, boasting assets under management exceeding $228,437,000. Although 401K and individual accounts constitute less than 30% of their assets, they possess the capability to effectively manage employer funds, broadening their scope of expertise. Moreover, Schulz Wealth, Ltd. distinguishes itself through its discretionary management approach, with 68% of the assets they oversee falling under this category. This discretionary model allows them to make investment decisions on behalf of their clients, leveraging their experience and market insights to optimize returns. Notably, Schulz Wealth, Ltd. takes pride in its team of seasoned advisors, including Jared Pestcoe, Austin Smith, and Robert Schulz, who bring extensive knowledge and expertise to their clients' financial endeavors. With a commitment to personalized service and a dedication to helping clients achieve financial success, Schulz Wealth, Ltd. continues to thrive as a trusted investment advisory firm in Mansfield, TX, and beyond.

Bentoak Capital, a local investment advisory firm headquartered in Weatherford, TX, stands as a trusted financial partner for individuals and businesses alike. With three offices strategically located, Bentoak Capital boasts a team of 10 skilled professionals, out of which eight are dedicated to providing comprehensive investment advisory services. Their collective expertise and commitment to excellence have allowed them to amass an impressive average of $49,010,000 in assets under management per investment advisor. Bentoak Capital sets itself apart by offering a flexible compensation structure that accommodates various client preferences. They employ different fee types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that suit their specific financial goals and needs. While the firm's focus lies primarily on discretionary management, Bentoak Capital possesses the capability to oversee employer funds in addition to managing less than 30% of their assets under management through 401K and individual accounts. With over 420 individual clients and a staggering $392,111,000 in assets under management, Bentoak Capital has established a strong presence in the local financial landscape. The firm takes pride in its long-serving advisors, such as Keith Trent, Brandon Garrett, and David Garrett, who bring extensive industry experience and a deep understanding of the ever-changing investment landscape. Their expertise, coupled with Bentoak Capital's client-centric approach, ensures that each client receives personalized attention and tailored investment strategies to pursue their financial objectives.

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.

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.