Purposeful Guidance for those who create wealth

D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary action. Additionally, all firms (or teams, should the team be applying as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (May 31, 2024). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 64 that were nominated, 50 teams were recognized. This ranking is based upon the period from 5/31/2023 to 5/31/2024 and was released on 10/31/2024. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. The ranking may not be representative of any one client’s experience, is not an endorsement of the financial advisory practice by D Magazine and is not indicative of an advisor’s future performance. Raymond James is not affiliated with D Magazine.