December 7, 2017 | D Magazine
For this award, D Magazine asked every wealth management firm and team in Dallas‐Fort Worth Chapter of Financial Planning Association®, Chartered Financial Analyst Association®, and the Investment Management Consultants Association® to describe their practice. 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 $50 million; average assets under management per client of at least $75,000; a 93 percent client retention rate over the last two years; no current disciplinary action; and been in existence for at least five years. Eligible firms and teams also must hold themselves out as fiduciaries for their clients and provide them with the required DOL fiduciary disclosure. A panel of local wealth managers reviewed the final list. To view additional disclosures about rankings, awards and recognition, please click here.