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 Find an Advisor||$619,224,897||$1,000,000|| || |
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:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer 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, 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:
- Estate planning
- Retirement savings
- Tax planning
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.