Top financial advisors in Hurst, TX
We’ve curated a list of the best financial advisors in Hurst, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,759,026,199
Number of advisors
28 advisors
| $1,759,026,199 | 28 advisors | |
| 2 |
Assets under management
$32,731,548
Number of advisors
4 advisors
| $32,731,548 | 4 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.
Methodology
To generate our top financial advisors list in Hurst, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hurst. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Leo Wealth, LLC
Leo Wealth, LLC is a financial advisory firm based in Hurst, Texas. It currently has approximately $1,759,026,199 of assets under management and employs about 28 people. Leo Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and financial planning fees.
$1,759,026,199 under management
28 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
FINANCIAL PLANNING FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersFirst Western Securities, Inc.
Randal E. Ferguson is a registered investment advisory representative of First Western Securities, Inc., based in Hurst, TX. With an educational background in Finance from Oklahoma State University, Ferguson has been with First Western Securities since 1987, serving as both an Investment Representative and President of the Broker-Dealer division. Since 2003, he has also held the position of President for the Registered Investment Advisor (RIA) arm of the firm. Ferguson's supervision includes reviewing recommended third-party money managers and assessing appropriate strategies. He conducts quarterly reviews of advisory client accounts and adheres to First Western Securities' Code of Ethics and Compliance manual to ensure client protection. As a fiduciary, Ferguson acts in the best interests of clients. There are no disclosed disciplinary issues or additional compensation sources. Clients can reach Ferguson for investment advice and services with a minimum initial investment as per First Western Securities' requirements.
$32,731,548 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesSelection 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.
Methodology
To generate our top financial advisors list in Hurst, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hurst. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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