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Top Financial Advisors in Addison, TX

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Addison, Texas

If you’re on the hunt for a financial advisor in Addison, Texas, we can help. The SmartAsset team did some serious digging into registered investment advisors (RIAs) in the city to find the top ones. We compared and contrasted key details like fee structures, account minimums, investment philosophies and more. SmartAsset also provides a free financial advisor matching tool that can set you up with as many as three advisors in your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Stratford Consulting, LLC Stratford Consulting, LLC logo Find an Advisor

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$619,224,897 $1,000,000
  • Financial planning
  • Portfolio management

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management

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What We Use in Our Methodology

To find the top financial advisors in Addison, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Stratford Consulting

Stratford Consulting, LLC is a fee-only firm that sits at the top of our Addison list. Its advisory team includes several certified financial planners (CFPs). The practice generally requires a minimum account size of $1 million for investment advisory services. 

Stratford Consulting Background

Stratford Consulting was founded in 2007. It’s owned by Susan G. Schildt and J. Michael Hemp. The team has nearly a century of collective experience in the financial advisory space. In addtiont to portfolio management services, it offers advice on such financial topics as: 

Stratford Consulting Investment Strategy

Advisors with Stratford Consulting build portfolios based on the long-term financial goals and risk tolerance of the client. To meet these goals, the firm generally invests client assets across exchange-traded funds (ETFs) and no-load or load-waived mutual funds. But the firm may consider other securities types like stocks, bonds and certificates of deposit (CDs) when it considers them suitable for the client.

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.