Top financial advisors in Ft Worth, TX
We've curated a list of the best financial advisors in Ft Worth, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $138,882,527 Number of advisors 3 advisors | |||
| 2 | Assets under management $44,344,167 Number of advisors 2 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 Ft 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.
Styre Wealth
The Rudd Company, LLC, operating as Styre Wealth, is a registered investment advisor specializing in managing investment assets and providing consulting services for individuals, families, and institutions. Established in 2009 and registered in 2017, the firm offers objective investment advice and asset management services. They cater to high net-worth clients with tax concerns, liquidity needs, and those interested in aligning investments with faith and family values. Additionally, they assist small to medium-sized businesses with retirement plan selection and management. For private clients, Styre Wealth offers asset management services using individual equities, fixed income instruments, and mutual funds/ETFs to maximize returns relative to risk. They manage client assets on a discretionary basis and also provide retirement plan consulting services. The firm charges annual management fees ranging from 0.25% to 1.65% of account assets for private clients and 0.50% of plan assets for business retirement plans. Styre Wealth does not accept performance-based fees and requires a minimum account size of $500,000, though smaller accounts may be accepted at their discretion. Styre Wealth's investment strategies are research-driven and diversified based on Modern Portfolio Theory, tailored to each client's goals, risk tolerance, and financial resources. The firm does not maintain custody of client assets but uses Charles Schwab & Co., Inc. as a custodian. They do not receive soft-dollar benefits and do not allow clients to direct brokerage. Styre Wealth exercises discretionary investment authority with clients' written consent and provides regular account monitoring and reporting. The firm does not have any disciplinary history and is not affiliated with other investment firms.
$138,882,527 under management
3 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
Jim Poe & Associates, Inc.
Jim Poe & Associates, Inc. is a financial advisor firm founded in 2004 by Dauphinais M. Poe, offering personalized financial planning and investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, and small businesses. The firm provides services such as financial objective determination, cash flow management, tax planning, investment management, education funding, retirement planning, and estate planning. Clients can impose restrictions on investments, and the firm does not sponsor a wrap fee program. As of December 31, 2023, the firm managed approximately $28.3 million on a discretionary basis and $70,165 on a non-discretionary basis. Fees are based on a percentage of assets under management, with a negotiable annual fee structure. The firm does not accept performance-based fees and acts as a fiduciary. Investment strategies are tailored to individual client goals and risk tolerance, utilizing fundamental, technical, and cyclical analysis. The firm has disclosed disciplinary information related to lawsuits and regulatory orders. Clients are urged to vote their own proxies, and the firm does not vote on behalf of clients. Gary M. Goeppinger, the Chief Compliance Officer and investment adviser representative, has a background in business management and supervises his activities with the firm. He does not receive additional compensation and has no disciplinary history.
$44,344,167 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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 Ft 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.
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