Top 10 financial advisors in Fort Worth, TX
We've curated a list of the best financial advisors in Fort Worth, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $33,021,084,327 Number of advisors 109 advisors | |||
| 2 | Assets under management $26,386,074,493 Number of advisors 97 advisors | |||
| 3 | Assets under management $616,543,239 Number of advisors 4 advisors | |||
| 4 | Assets under management $562,602,617 Number of advisors 4 advisors | |||
| 5 | Assets under management $513,778,740 Number of advisors 13 advisors | |||
| 6 | Assets under management $513,632,189 Number of advisors 12 advisors | |||
| 7 | Assets under management $370,511,025 Number of advisors 3 advisors | |||
| 8 | Assets under management $284,537,733 Number of advisors 8 advisors | |||
| 9 | Assets under management $260,480,517 Number of advisors 7 advisors | |||
| 10 | Assets under management $246,442,444 Number of advisors 11 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Fort Worth, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Jasper Ridge Partners, L.p.
Jasper Ridge Partners, L.P. is a wealth advisor and asset management firm established in Fort Worth, TX. As of December 31, 2024, the firm managed approximately $40.1 billion, primarily on a discretionary basis. They offer tailored advisory services to individuals and institutions through Private Investment Vehicles, Pooled Funds, and comprehensive wealth management services. The firm's investment strategies include a mix of U.S. and foreign securities, traditional and alternative asset classes, and hedging transactions. Jasper Ridge Partners charges management fees based on a percentage of assets held in Client accounts and may also charge performance fees. The firm has implemented procedures to mitigate conflicts of interest related to performance-based fees and side-by-side management. Clients include Private Investment Vehicles, Pooled Funds, and individuals receiving wealth management services. The firm monitors Client accounts regularly, follows a Proxy Voting Policy, and has custody of some Client assets. Jasper Ridge Partners has no disciplinary events and provides detailed information on fees, compensation, brokerage practices, and financial industry activities in their brochure.
$33,021,084,327 under management
109 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES
Services offered
Financial Planning Services
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Portfolio Management For Private Investment Vehicles
Luther King Capital Management Corporation
Luther King Capital Management Corporation is a financial advisory firm based in Fort Worth, Texas. It currently has approximately $26,386,074,493 of assets under management and employs about 97 people. Luther King Capital Management Corporation uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$26,386,074,493 under management
97 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Investment Consulting Services/non-discretionary Investment Advice
Omega Wealth Partners, Inc.
Omega Wealth Partners, Inc. is a financial advisor firm based in Fort Worth, Texas, established in 2010. The firm specializes in providing a wide array of investment advisory services to individuals and various types of clients. Omega Wealth Partners, Inc. is owned by John M. Dickens, Tamera Bryant, and Thomas Hardgrove, and operates as a fiduciary, always acting in the client's best interest. The firm offers asset management services, including tailored portfolio creation and continuous monitoring, as well as complimentary financial planning services. Clients can expect a service-oriented approach with open communication to meet their financial goals while considering risk tolerance and time horizons. For asset management services, the firm charges fees based on a percentage of assets under management, with different rates depending on the platform used. Omega Wealth Partners, Inc. does not charge performance-based fees and has specific account size requirements for different platforms. The firm recommends using Charles Schwab & Co., Inc. as the custodian and broker, providing a wide range of investment products and services. Clients have investment discretion, and the firm does not accept proxy authority to vote client securities. Omega Wealth Partners, Inc. does not have any material changes or disciplinary information to report.
$616,543,239 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Holt Capital Partners, L.p.
Holt Capital Advisors, L.L.C., operating as Holt Capital Partners, L.P., is an SEC-registered investment adviser founded in 2001 by Robert M. Holt, Jr. The firm specializes in providing discretionary investment management for high-net-worth families, retirement plans, and charitable organizations. They offer three distinct investment strategies: Active Equity, Active Indexing, and Inflation Hedge, along with a U.S. Treasury - Money Market Fund Alternative strategy. Holt CIO services are also available for multi-asset class portfolios. The firm manages over $1 billion in client assets, with a minimum investment requirement of $1 million for managed accounts and $500,000 for the investment partnership client. Fees are charged based on a percentage of assets managed, ranging from 0.50% to 1.00% annually for managed accounts and 1.00% annually for the investment partnership client. The firm does not charge performance-based fees and does not participate in soft dollar arrangements. Clients may incur additional expenses related to custody, brokerage fees, and investment company fees. Holt Capital Advisors acts as a fiduciary, providing investment discretion to manage client portfolios. The firm conducts quarterly reviews of client accounts and has implemented proxy voting policies. There have been no material changes to the firm since March 22, 2024. The firm has no disciplinary history and maintains financial stability.
$562,602,617 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Diesslin Group, Inc.
Diesslin Group, Inc. is a registered investment advisor founded in 1980 by David H. Diesslin. The firm, located in Fort Worth, TX, specializes in providing fee-only financial planning and asset management services to individuals, businesses, and organizations. With assets under management totaling $621,330,033 as of 12/31/2024, the firm offers comprehensive financial planning services covering areas such as cash flow management, tax planning, retirement, estate planning, and more. Clients can engage in ongoing investment management and financial advisory services tailored to their goals and risk tolerance. The firm primarily recommends portfolios of actively managed mutual funds through Schwab or Fidelity platforms. Fees for asset management range from 0.15% to 1.00% based on the portfolio size. Clients have investment discretion, and the firm does not vote proxies on their behalf. Diesslin Group does not have custody of client assets, except for certain partnership investments. The firm does not have any disciplinary information and has not been involved in bankruptcy proceedings.
$513,778,740 under management
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
"financial Planning" Is Broad, But Some Services (for Example, Expert Witness Or Real Estate Advisory Service) May Fall Outside.
Wpwealth Llp
WPWealth LLP, formerly known as Whitley Penn Financial, LLP, is an SEC-registered investment adviser established in 2000. The firm offers investment advisory and consulting services to various clients, including individuals, partnerships, trusts, estates, corporations, charitable organizations, and retirement plans. Services provided include discretionary and non-discretionary management, financial planning, and insurance-related services. WPWealth manages over $872 million in assets, with a focus on proper diversification and meeting client investment objectives. The firm charges fees based on assets under management, with separate fees for separately managed accounts and qualified retirement solutions. Clients are responsible for custodial fees and other expenses charged by service providers. WPWealth acts as a fiduciary, putting clients' interests first and avoiding conflicts of interest. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. WPWealth does not maintain custody of client funds, with Charles Schwab recommended as the qualified custodian. The firm exercises investment discretion based on clients' stated objectives and follows strict guidelines for trade execution. Clients receive regular performance reports and account statements. WPWealth has a Code of Ethics in place and provides detailed information on its financial condition and business practices.
$513,632,189 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Smh Capital Advisors LLC
Smh Capital Advisors LLC is a financial advisory firm based in Fort Worth, Texas. It currently has approximately $370,511,025 of assets under management and employs about 3 people. Smh Capital Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and commissions.
$370,511,025 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Aspen Wealth Management
Aspen Wealth Management, located in Fort Worth, TX, was established in May 2011 as Helen Stephens Group, LLC, and registered with the SEC in October 2018. The firm offers financial consulting, planning, and asset management services tailored to individual needs. Services include financial planning covering tax, estate, retirement, and investment analysis. The firm operates a Wealth Management Program, offering discretionary and non-discretionary asset management services through a wrap fee program. Clients can choose from six portfolios based on risk tolerance. AWM may recommend mutual funds, ETFs, individual stocks, bonds, and other investments. The firm may engage sub-advisors for separate account management. AWM charges fees based on a tiered schedule, ranging from 0.50% to 1.25% depending on the account size. Financial planning services are offered on an hourly fee basis starting at $300 per hour. Clients are not required to have a minimum account size to access advisory services. AWM acts as a fiduciary, providing investment advice in clients' best interests. The firm does not have any reportable disciplinary information and does not receive compensation for client referrals. Clients have the option to terminate services without penalty within five business days. AWM does not have physical custody of client assets and provides clients with quarterly account statements.
$284,537,733 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Consulting
The Capital Chart Room, Ltd
The Capital Chart Room LTD® is a registered investment adviser established in November 1998 and converted to a limited partnership in December 2001. The firm specializes in providing financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and corporations. The firm's investment strategies include The Chartered Portfolio Program, which offers fee-based asset management with strategic asset allocation and diversification techniques. Clients have discretion over implementation decisions and can terminate services within five business days. The minimum initial investment for planning and consulting services ranges from $40,000 to $150,000, while investment advisory services have a minimum portfolio value of $1,000,000. Fees are negotiable and may include fixed fees or fees based on assets under management. The firm charges an annual advisory fee for The Chartered Portfolio Program based on a percentage of assets under management. Clients may also incur additional charges from custodians, brokers, and third-party managers. The firm acts as a fiduciary, placing clients' interests ahead of its own and adhering to a Code of Ethics. The supervised persons include Jeffrey M. Holler, David Hopkins, Victor Heetai, Ryan Solt, Chace Prothe, Jacob Irvin, Gloria Mendez, Angela Walthall, and Anita LaMaster, who are responsible for various roles within the firm. The firm does not charge performance-based fees, votes on client securities, or receive compensation for client referrals. Clients receive quarterly statements from qualified custodians and have discretion over their investments.
$260,480,517 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Consulting
Overridge Wealth Advisors
OverRidge Wealth Advisors is a registered investment adviser firm based in Fort Worth, Texas, established in 2003. The firm offers investment advisory services to individuals, high net worth individuals, business entities, trusts, estates, and charitable organizations. Clients can engage the firm for discretionary or non-discretionary investment advisory services, as well as financial planning and consulting services on a separate fee basis. The firm primarily allocates client investment assets among various securities, mutual funds, and ETFs based on the client's designated investment objectives. OverRidge does not impose a minimum annual fee or asset level requirement. The firm's fee structure is negotiable, with annual investment advisory fees based on a percentage of assets under management, capped at 2.00%. Clients may have fees deducted from their custodial account, and the firm generally recommends Charles Schwab as the broker-dealer/custodian. OverRidge does not accept compensation from the sale of securities and does not engage in performance-based fees. The firm's investment strategies include long-term purchases, short-term purchases, and trading, with a focus on individual equity and fixed income securities. Clients are encouraged to review financial planning issues and account performance annually. OverRidge does not vote client proxies and does not solicit fees in advance exceeding $1,200 per client. The firm has not been subject to disciplinary actions or bankruptcy petitions.
$246,442,444 under management
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Fort Worth, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Texas
AbileneAddisonAllenAmarilloArgyleArlingtonAustinBeaumontBedfordBellaireBoerneBryanCedar ParkColleyvilleConroeCoppellCorpus ChristiDallasDentonEl PasoFlower MoundFriendswoodFriscoFt. WorthFulshearGalvestonGrand PrairieGrapevineHoustonHurstIrvingKatyKerrvilleKingwoodLakewayLaredoLewisvilleLubbockMansfieldMarble FallsMckinneyMidlandNacogdochesNew BraunfelsNorth Richland HillsPearlandPlanoProsperRichardsonRound RockSan AntonioSouthlakeSpringStaffordSugar LandThe WoodlandsTomballTylerWest Lake HillsWichita FallsIt's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.