The Dallas Business Journal surveyed wealth management firms beginning Aug. 1, 2023. The surveys were sent via email to companies who opted-in to the Business Journal’s surveys and met eligibility requirements. To be eligible for this list, your company must be independently-owned and have a location within one of the following counties: Collin, Dallas, Denton, and Tarrant. Out of the 116 eligible firms surveyed, 26 responded. The Dallas Business Journal cannot independently verify information provided by individual companies. In case of ties, companies are listed alphabetically.
