ADVISORY PRACTICE NAMEAVG ASSETS UNDER MANAGEMENT PER CLIENTAVG NO. OF CLIENTS PER ADVISORADVISORS TO SUPPORT STAFFTOP FIVE SPECIALTIESCREDENTIALS
Ackerman Capital Management $1,575,000 35 2:2 RP, IM, PM, CP, AM CFA, CFP
Cadent Capital, LLC $1,950,000 29 4:1 RP, PP, RM, EP, PM CLU, CFA, CFP
Calandro Group $2,100,000 65 2:6 RP, FP, EP, CM, AM CFP
Christensen Wealth Management Group $2,900,000 63 2:1 FP, IM, PM, CM, AM CFP
Galbraith Group $1,500,000 100 3:2 WP, IM, FS, PM, CM CFP
Gatlin & Associates $1,170,000 108 3:1 RP, BP, EP, PM, CM CFP
HGG Group $1,800,000 70 3:3 RP, IM, RS, RM, AM CFP
Jones, Cannon and Associates $1,280,000 60 2:1 RP, FP, BP, RM, CM CRPS, CFP
Kindred Stephens Financial Group $1,200,000 50 2:2 FP, WP, RM, PM, LM CFP
KNH Wealth Management $3,500,000 88 2:3 FP, IM, RM, CM, SA CHFC, CIMA, CFP
Kravitz Group $2,500,000 175 4:2 RP, FP, HP, IM, PM CFP
Maynard Group $1,900,000 58 2:2 RP, IM, PP, PM, CM CIMA, CFA, CFP
Park Cities Group $1,150,000 75 4:2 FP, HP, PM, CM, PA CFP
PlainsCapital Bank Wealth Management & Trust $2,100,000 120 5:4 RP, FP, IM, EP, PM CFA
Quest Capital Management, Inc. $1,600,000 98 6:1 FP, IM, PP, EP, CM CIMA, CFP
Renee Sterling $2,500,000 60 1:1 WP, HP, IM, EP, SA N/A
Robert Walker $1,000,000 100 1:1 FP, IM, RS, PM, CM N/A
Robertson, Griege & Thoele $7,450,000 37 11:9 FP, IM, FS, EP, CM CLU, CFA, CHFC, CFP
RSA Group $2,100,000 44 5:2 RP, RM, ES, PM, CM CFA, CIMA, CAIA, CFP
Shott Miller $3,500,000 250 4:2 RP, IM, PM, CM, AM N/A
Sloan Investment Management, LLC $3,100,000 26 5:4 IM, BP, FS, PM, AM N/A
Spellman Meaney Group $1,100,000 56 2:1 RM, WP, EP, PM, CM CFP
The Stephenson/Baun Wealth Management Group $1,700,000 100 2:2 RP, FP, WP, PM, CM CIMA, CFA, CFP
Talis Advisory Services $875,000 41 5:1 RP, FP, WP, EP, PM CFP
Vogel Financial Advisors $1,175,000 180 1:2 RP, FP, IM, PM, CM CPA, CFP
Wendy S. Edwards $650,000 125 1:1 RP, WP, IM, RS, CM CLU, CFP
Wilshire Wealth Management Group $6,200,000 14 7:3 IM, BP, EP, CP, CM CIMA, CFP

KEY

Credentials & Specialties Index

AM: Asset Allocation Management
BP: Business Planning 
CAIA: Chartered Alternative Investment Analyst 
CFA: Chartered Financial Analyst
CFP: Certified Financial Planner 
CHFC: Chartered Financial Consultant 
CIMA: Certified Investment Management Analyst
CLU: Chartered Life Underwriter 
CM: Comprehensive Wealth Management 
CP: Capital Preservation 
CPA: Certified Public Accountant 
CRPS: Chartered Retirement Plans Specialist
EP: Estate Planning 
ES: Executive Services
FP: Financial Planning
FS: Family Office Services 
HP: High Profile Individuals 
IM: Investment Management
LM: Liability Management 
PA: Professional Athletes 
PM: Portfolio Management
PP: Philanthropic Planning
RM: Risk Management
RP: Retirement Planning
RS: Retirement Services 
SA: Separately Managed Accounts 
WP: Wealth Preservation Insurance