2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22.The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Five Star Wealth Manager award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future 4,255 Dallas/Fort Worth area wealth managers were considered for the award; 342 (8 % of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award issued on July 1, 2023 by Five Star Professional (FSP) for the time period October 10, 2022 through May 5, 2023. 4,274 Dallas/Fort Worth area wealth managers were considered for the award; 336 (8% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2022 by Five Star Professional (FSP) for the time period September 20, 2021 through April 8, 2022. 4,039 Dallas/Fort Worth area wealth managers were considered for the award; 330 (8% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2021 by Five Star Professional (FSP) for the time period September 20, 2021 through April 8, 2022. 4,007 Dallas/Fort Worth area wealth managers were considered for the award; 323 (8% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2020 by Five Star Professional (FSP) for the time period October 7, 2019 through April 24, 2020. 4,374 Dallas/Fort Worth area wealth managers were considered for the award; 335 (8% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2019 by Five Star Professional (FSP) for the time period October 22, 2018 through May 3, 2019. 3,899 Dallas/Fort Worth area wealth managers were considered for the award; 393 (10% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2018 by Five Star Professional (FSP) for the time period October 24, 2017 through May 21, 2018. 3,851 Dallas/Fort Worth area wealth managers were considered for the award; 338 (9% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2017 by Five Star Professional (FSP) for the time period September 26, 2016 through April 28, 2017. 2,730 Dallas/Fort Worth area wealth managers were considered for the award; 382 (14% of candidates) were named Five Star Wealth Managers.
Award issued on June 1, 2016 by Five Star Professional (FSP) for the time period November 30, 2015 through May 18, 2016. 2,471 Dallas/Fort Worth area wealth managers were considered for the award; 678 (27% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2015 by Five Star Professional (FSP) for the time period November 30, 2014 through May 18, 2015. 2,862 Dallas/Fort Worth area wealth managers were considered for the award; 684 (24% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2014 by Five Star Professional (FSP) for the time period November 30, 2013 through May 18, 2014. 5,080 Dallas/Fort Worth area wealth managers were considered for the award; 621 (12% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2013 by Five Star Professional (FSP) for the time period November 30, 2012 through May 18, 2013. 3,834 Dallas/Fort Worth area wealth managers were considered for the award; 698 (18% of candidates) were named Five Star Wealth Managers.
Award issued on July 1, 2012 by Five Star Professional (FSP) for the time period November 30, 2011 through May 18, 2012. 2,688 Dallas/Fort Worth area wealth managers were considered for the award; 654 (24% of candidates) were named Five Star Wealth Managers.
2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.