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Top Financial Advisors in Fort Worth, 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 Fort Worth, Texas

Financial advisors can play a key part in every aspect of your finances, from planning your retirement to managing your estate and investments. You'll have a lot of choices when it comes time to find a firm, so SmartAsset researched all the financial advisors in Fort Worth to help you decide. Below, we present what makes each top firm unique, including fees, investment approaches and more. You can also use SmartAsset’s financial advisor matching tool to get connected with financial advisors or explore SmartAdvisor Match for information on every advisor who serves your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 WPWealth LLP WPWealth LLP logo Find an Advisor

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$914,564,129 No set account minimum
  • Portfolio management
  • Financial planning
  • Pension consulting services
  • Publication of periodicals/newsletters

Minimum Assets

No set account minimum

Financial Services

  • Portfolio management
  • Financial planning
  • Pension consulting services
  • Publication of periodicals/newsletters
2 Diesslin Group, Inc. Diesslin Group, Inc. logo Find an Advisor

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$730,185,764 No set account minimum
  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
3 Omega Wealth Partners, Inc. Omega Wealth Partners, Inc. logo Find an Advisor

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$732,000,000 Varies based on account type
  • Financial planning
  • Portfolio management

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management

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4 Dean, Jacobson Financial Services Dean, Jacobson Financial Services logo Find an Advisor

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$359,420,979 Varies based on account type
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
5 Aspen Wealth Management Aspen Wealth Management logo Find an Advisor

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$292,212,943 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting services

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting services
6 OverRidge Wealth Advisors OverRidge Wealth Advisors logo Find an Advisor

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$228,189,388 No set account minimum
  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
7 Storehouse Financial LLC Storehouse Financial LLC logo Find an Advisor

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$119,576,759 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
8 Keene & Dorchak Keene & Dorchak logo Find an Advisor

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$167,784,926 $250,000
  • Portfolio management
  • Financial planning

Minimum Assets

$250,000

Financial Services

  • Portfolio management
  • Financial planning
9 Shelton Wealth Management, LLC Shelton Wealth Management, LLC logo Find an Advisor

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$276,679,581 $500,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
10 SWMG, LLC SWMG, LLC logo Find an Advisor

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$221,723,470 $250,000
  • Portfolio management
  • Financial planning
  • Educational seminars/workshops
  • Consulting

Minimum Assets

$250,000

Financial Services

  • Portfolio management
  • Financial planning
  • Educational seminars/workshops
  • Consulting

What We Use in Our Methodology

To find the top financial advisors in Fort Worth, 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.

WPWealth

WPWealth is a fee-based firm that serves individuals, high-net-worth individuals, partnerships, trusts, estates, charitable organizations, corporations and pension and profit sharing plans. 

The firm’s staff of advisors offers an array of specialties, with professional designations that include the accredited investment fiduciary (AIF), certified financial planner (CFP), certified public accountant (CPA), chartered retirement plan specialist (CRPS), personal financial specialist (PFS), chartered life underwriter (CLU) and certified plan fiduciary advisor (CPFA).

For advisory fees, WPWealth charges asset-based fees and fixed fees. If you request an insurance-based product, the firm may receive a commission. The firm doesn’t have a set account minimum. 

WPWealth Background

WPWealth was established in 2000, offering portfolio management, financial planning, pension consulting services and newsletters/periodicals. The firm is owned by its 15 limited partners and one general partner -- all of whom own less than 10% of the business. 

WPWealth also has offices in Dallas, Austin, Houston, Plano, Hobbs, Odessa and Midland.

WPWealth Investment Strategy

WPWealth applies an asset class-based investment strategy, which the firm says is designed to reduce portfolio risk through global diversification. Advisors look to match the asset allocation of a portfolio with the client's risk tolerance. 

The firm utilizes a variety of investments, including exchange-listed stocks, corporate and municipal bonds, United States government and or government agency securities, no-load mutual funds, closed-end mutual funds, load-waived mutual funds, certificates of deposit (CDs), exchange traded funds (ETFs) and variable insurance products and/or their sub-accounts.

Diesslin Group

Diesslin Group, a fee-only firm that works primarily with individuals and high-net-worth investors, is the second-highest-rated financial advisor in Fort Worth. As a fee-only firm, Disslin Group advisors cannot accept compensation for selling you certain securities or insurance products. Fee-only is a stricter standard to meet than the other common compensation model, fee-based.

To become a client, there is no set account minimum. However, the majority of Diesslin's client base is made up of high-net-worth individuals and the firm charges less in fees for managed assets over $1 million. The firm also has services for trusts, estates, charitable organizations, businesses, retirement plans and investment companies.

Diesslin Group's team of advisors includes two certified financial planners (CFPs), one chartered financial analyst (CFA), an enrolled agent (EA), among others. 

Diesslin Group Background

David Diesslin, chairman, founded the firm in 1980, making it the oldest firm on our list. He’s had his certified financial planner (CFP) designation since 1983. Diesslin has an MBA from University of Dallas and has been named one of the “Best Financial Advisors” in Worth Magazine, Medical Economics and Money Magazine.

The firm offers financial planning, asset management, retirement planning, tax planning and more.

Diesslin Group Investment Strategy

Advisors will build you a globally-diversified portfolio that will be monitored and rebalanced as necessary. The firm generally creates portfolios that have no-load stock mutual funds and bond mutual funds. While the firm does have some accounts that have individual stocks and other securities, for the most part, if you invest with Diesslin, your money will be invested in mutual funds. 

For clients who are also accredited investors, the firm may offer alternative investments. Client portfolios may also include real estate investment trusts (REITs) and indexed or passive mutual funds/exchange-traded funds (ETFs).

Omega Wealth Partners

Omega Wealth Partners is a fee-only firm whose clients are primarily individual investors, both with and without high net worths. The firm also works with charitable organizations, retirement plans and businesses. Omega requires a $1 million portfolio minimum for its institutional platform and a $500,000 minimum for its mutual fund platform.

Omega Wealth Partners Background

Omega was founded in 2010, but it traces its roots back to 1964 when Joe Hardgrove founded Hardgrove Cos. Today, Tom Hardgrove, John Dickens and Tammy Bryant each own one third of the business, which provides clients financial planning services and portfolio management. 

While Tom Hardgrove has worked in the wealth management industry since 2001, Dickens joined Omega in 2000 after a professional baseball career with the Kansas City Royals. Bryant has overseen operations after Omega since joining the firm in 1994. 

Omega Wealth Partners Investment Strategy

Omega employs a top down investment allocation strategy between fixed income, common stock and money market instruments. A top down approach takes into account the economic, market and industry trends when investments are selected. When filling out the rest of a client's asset allocation, the firm will rely on a bottom up fundamental approach that identifies best companies and stocks regardless of the state of the economy or market. 

Dean, Jacobson Financial Services

Dean, Jacobson Financial Services offers financial planning, asset management, risk management and retirement plan consulting. It is a fee-based firm, because some advisors can earn commissions for selling certain insurance and financial products. However, the firm is a fiduciary and must act in its clients' best interests despite the potential conflict of interest that commission-based compensation may create. 

The firm has three certified financial planners (CFPs) and three chartered financial consultants (ChFCs) on staff, as well as two chartered life underwriters (CLUs) and one accredited investment fiduciary (AIF). 

The minimum investments at Dean, Jacobson vary depending on the type of portfolio you want to open. These requirements go as follows:

  • Optimum Market Portfolios Program: $10,000
  • Personal Wealth Portfolios Program: $250,000
  • Model Wealth Portfolios Program: $25,000
  • Manager Access Select/Manager Access Network: $100,000

Dean, Jacobson Financial Services Background

Dean, Jacobson Financial Services has been a registered financial advisor since 1997, but has been in operation since 1967. Don Jacobson, Jeffrey Schmeltekopf, Timothy Lowry and Jonathan Dumas own the firm. Jacobson, a veteran of the firm since 1980, holds the chartered life underwriter (CLU) and chartered financial consultant (ChFC) credentials. He got his start in financial services in 1975.

Schmeltekopf has a handful of credentials, including CLU, ChFC, certified financial planner (CFP) and accredited investment fiduciary (AIF). He’s been at Dean, Jacobson since 1989 and currently serves as partner, advisor and chief compliance officer.

Lowry, the third owner, joined the firm in 2002. Before Dean, Jacobson, he was an associate planner at an investment management firm in Nashville, Tennessee. He is a CFP and ChFC. Dumas, the most recent to join the ownership group, has worked at the firm since 2012. A graduate of the University of North Texas, Dumas holds the CFP designation and has been recognized as a "Five Star Wealth Manager" by Texas Monthly magazine. 

Dean, Jacobson Financial Services Investment Strategy

Dean, Jacobson uses LPL Financial, a large corporation, for portfolio management. The firm uses seven model portfolios. The portfolio your advisor chooses for you will be based on your specific needs. This includes the basics, like your financial goals and objectives, plus factors such as risk tolerance, time horizon, cash flow needs and liabilities. 

The optimum market portfolios program (OMP) has the lowest minimum, set at $10,000. The personal wealth portfolios program (PWP) requires $250,000. The model wealth portfolio (MWP) requires $25,000 and consists of mutual funds and ETFs. 

Aspen Wealth Management

Aspen Wealth Management, a fee-based firm, is also among the top-rated advisors in Fort Worth. While a majority of its clients are high-net-worth individuals, the firm does not have a minimum investable asset requirement for new accounts. Aspen also works with individuals, families, businesses and retirement plans.

Even though the firm is considerably smaller than its competition towards the top of this list, there are four certified financial planners (CFPs), one chartered financial analyst, and an enrolled agent (EA) working at Aspen.

Aspen Wealth Management Background

Aspen Wealth Management is an independent, woman-owned firm led by its founder and president Helen Stephens. Stephens has held her CFP designation since 1993 and has been active in the investment management and financial planning businesses for over 30 years.

Financial planning is the premier offering for clients of Aspen Wealth. Variations of this service include planning for retirement, education, taxes, business, budgets, cash flow, investment, real estate and insurance. The firm unqiuely provides financial planning for women, as well. Asset and wealth management are also available through Aspen.

Aspen Wealth Management Investment Research

While some firms outsource this work or use the prebuilt research tools of a larger firm like Charles Schwab, many of the investment decisions that Aspen Wealth Management makes are based in its proprietary market and economic analyses. The factors taken into account during this process are the sales, assets, management, financial structure, earnings and products of companies.

In evaluating mutual funds and ETFs, the firm's investment committee considers a variety of factors, including manager tenure, fund performance compared to its benchmark, fees and expenses. 

OverRidge Wealth Advisors

OverRidge Wealth Advisors, formerly known as Lee Johnson Capital Management, LLC, is a fee-based financial advisor. The firm can trace its roots all the way back to 1970 when it was titled Lee Johnson & Associates.

As a fee-based firm, some of OverRidge's advisors sell insurance policies and financial products on a commission basis. However, regardless of the possible conflict of interest that could arise from this, the firm is a fiduciary and therefore must act in clients' best interests no matter what.

This firm on the list has no certified financial planners (CFPs), chartered financial analysts (CFAs) or certified public accountants (CPAs). OverRidge focuses most of its business on investment management, retirement and insurance.

OverRidge Wealth Advisors Background

Andrew Heinz is the owner, president and CEO of OverRidge Wealth Advisors. He’s worked at the firm since 1995, when he started as an intern. Heinz has a degree in finance from the University of Texas at Arlington.

OverRidge specializes in investment and portfolio management, insurance planning and retirement planning. Financial planning, while offered, is not emphasized at this firm. There are no specified asset minimums.

OverRidge Wealth Advisors Investment Strategy

Advisors at OverRidge use proprietary software called BigFoot investments to help guide portfolio management. The firm typically allocates client assets among individual stocks, bonds and fixed income securities, as well as mutual funds and/or ETFs, independent investment managers and investment subdivisions of variable annuity products. OverRidge Wealth engages in long-term purchasing (holding assets for over a year), short-term purchasing (holding assets less than a year) and trading (selling assets within 30 days).

As for analysis, the firm uses three primary methods: charting, fundamental and technical. Each type of analysis gives advisors insight to a particular aspect of a security, which helps guide investment decisions.

Storehouse Financial

Storehouse Financial is a fee-only, Christian investment and asset management firm based in Fort Worth, Texas. New to the Top 10 list this year, the firm is employee owned and boasts two certified financial planners and one certified public accountant. 

Storehouse Financial Background

Stephen Stull is founding partner and the CEO of Storehouse Financial. His other founding partner, David Stull, is president of the company and has over 23 years of experience in investing and financial advisory. 

Storehouse Financial specializes in financial planning and portfolio management. The firm emphasizes its Christian roots and aims to provide timely and meaningful advice to its clients. 

Storehouse Financial Investment Strategy

Storehouse Financial guides portfolio management using cyclical, fundamental and technical analysis. As fee-only fiduciaries, the company does not receive commissions for recommended investment strategies and its has no set account minimum for asset management. The firm typically allocates client assets among mutual funds, stocks, bonds, exchange-traded funds (ETFs), Real Estate Investment Trusts (REITs) and options.

Keene & Dorchak

Keene & Dorchak (previously known as Keene & Associates) is a fee-only firm and next on our list of the top financial advisors in Fort Worth. While each client must meet a minimum account size requirement of $250,000, the firm’s advisory fees are asset-based and fixed. 

Keene & Dorchak typically works with individuals, high-net-worth individuals, banking or thrift institutions, corporations and other business entities. Its small staff of advisors features three chartered financial analysts (CFAs).

Keene & Dorchak Background

Owned by John Keene, the firm began its operations in 1994. Keene, who has been in the financial services industry for over 30 years, remains the firm's president, chief investment officer and chief compliance officer. Keene & Dorchak specializes in investment management and financial planning services. 

Keene & Dorchak Investment Strategy 

The firm’s primary investment strategies are long-term purchases, trading and short-term purchases. Keene & Dorchak, which invests in equities, fixed income and mutual funds, offers two distinct investment strategies: its core value strategy and select equity strategy. The firm's core value approach is a value-based model with an emphasis on risk control and diversification. The select equity strategy, meanwhile, features above average risk parameters with higher portfolio volatility and an emphasis on smaller companies. 

When evaluating securities, Keene uses fundamental analysis to make financial forecasts. The firm also says it employs technical analysis to predict price movements. 

Shelton Wealth Management

Shelton Wealth Management is a fee-only firm that works primarily with individuals and high-net-worth investors. As a fee-only firm, Shelton Wealth advisors cannot accept compensation for selling you certain securities or insurance products.

The firm requires a minimum of $500,000 in order to open an account. Services offered also include customized plans for trusts, estates, charitable organizations, corporations and business. 

Shelton Wealth Management Background

Father and son team, Keith and Sam Shelton, founded the firm in May 2021, making Shelton Wealth Management the youngest firm on our list. Keith Shelton spent the last 27 years as a Senior Financial Advisor at a large financial services firm and left the company to found a Registered Investment Advisory (RIA) to better serve his clients. 

Shelton Wealth Management Investment Strategy

The Sheltons will construct a risk-adjusted, tax-efficient and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. The firm generally utilizes a combination of active and passive strategies for its clients, allocating among individual stocks, bonds, exchange-traded funds (ETFs), mutual funds and occasionally separately management portfolios.

Strittmatter Wealth Management Group

Strittmatter Wealth Management Group (SWMG) is a fee-based firm managing an array of individual and institutional clients. The firm's client base is made up of non-high-net-worth and high-net-worth individuals, trusts, estates, 401ks, IRAs, and business entities, including sole proprietorships. 

SWMG’s minimum asset management account size requirement is $250,000.

As a fee-based firm, some of the advisors at SWMG can receive third-party sales commissions. While this presents a potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests.

SWMG Background

Formed in 2012 and owned by its president and CEO Josh Strittmatter, SWMG mainly provides investment management, financial planning and consulting and education seminar services. The firm also offers tax overlay management services. 

SWMG provides asset management on both a discretionary and non-discretionary basis, meaning some clients give their advisors full discretion or authority to manage their accounts and make trades without their consent. 

SWMG Investment Strategy 

SWMG uses a number of analysis methods when making investment decisions. These include fundamental analysis, technical analysis and modern portfolio theory (MPT). 

The firm’s investment strategies include strategic asset allocation, constant-weighting asset allocation, tactical asset allocation, dynamic asset allocation, long/short investment strategy. 

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.