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SFMG Wealth Advisors

sfmg.com
SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) founded in 2002 that provides high-touch, personalized financial planning and wealth management for high-net-worth families, business owners, executives, and private equity investors.
CBAMTNGCRJMH
200211-50 emp
7800 Dallas Pkwy, Plano, Texas
$25 Million to 50 Million revenue
Investment Management
NAICS 5231
1254•••••59
TECH STACK
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SFMG Wealth Advisors campaignconsultative3000 target
Companies like SFMG Wealth Advisors — Investment Management, 11-50
“Position around fiduciary, high-touch planning for affluent decision-makers with business ownership, liquidity events, and multigenerational wealth complexity.”
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Companies 22
Decision-makers 30
Emails 20
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Companies like SFMG Wealth Advisors — competitors and alternatives

CompanyWhat they doLocationSizeHiring
SFMG Wealth Advisorssfmg.com
SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) founded in 2002 that provides high-touch, perPlano, Texas11-50
Vanguardvanguard.com
ORAMDC
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
Fidelityfidelity.com
ETGMAT
Charlesstewartcharlesstewart.com
Wealthfrontwealthfront.com
Wealthfront is a robo-advisor financial services company that combines automated investing with high-yield cash management, offeriPalo Alto, California201-1000
Personal Capitalpersonalcapital.com
Personal Capital (Empower) is a personal finance and wealth management platform that gives individuals a free dashboard to view alRedwood City, California1001-5000
Edward Jonesedwardjones.com
PPTHJM
Edward Jones is a North American financial services firm with more than 20,000 financial advisors serving more than 9 million clieSt. Louis, Missouri5000+
Northwestern Mutualnorthwesternmutual.com
SBRFJB
Northwestern Mutual is a U.S. life insurance and financial services company founded in 1857, headquartered in Milwaukee, WisconsinMilwaukee, Wisconsin5000+
Raymond Jamesraymondjames.com
SBMLMK
Raymond James Financial, Inc. is a Florida-based diversified financial services firm founded in 1962 and publicly traded since 198St. Petersburg, Florida5000+
Morgan Stanleymorganstanley.com
JCAAKB
Morgan Stanley is a global financial services firm with a 90-year history, operating in 42 countries to provide investment bankingNew York, New York5000+
Ameriprise Financialameriprise.com
DTSLPB
Ameriprise Financial is a financial planning and advice firm with over 130 years of history, serving individual and institutional Minneapolis, Minnesota5000+
ELPSGK
U.S. Bank is the fifth-largest commercial bank in the United States, offering commercial and institutional banking, business bankiMinneapolis, Minnesota5000+
Trowepricetroweprice.com
RSGD
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, that actively manages equity, fixed Baltimore, Maryland5000+
Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
PCKFAS
ml.com is the homepage for Merrill Lynch Wealth Management and Financial Services, a wealth management and financial services firm
SoFi is a values-driven financial services company on a mission to help members get their money right, creating modern financial pSan Francisco, California5000+
Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and top 25 U.S. financial holding company offerinDetroit, Michigan5000+
Bettermentbetterment.com
Betterment is an automated investing and financial planning platform that helps individuals grow money through goal-setting tools,New York, New York201-1000
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electronEnglewood, Colorado5000+
Charlesworth Presscharlesworth.com
TJ Books is a UK book printing and publishing services company based in Padstow, Cornwall, with over 50 years of experience and 14Wakefield, West Yorkshire201-1000
BlackRockblackrock.com
BlackRock is a global investment management firm and technology provider that manages investments on behalf of clients including bNew York, New York5000+
Invesco is a global asset management firm with 8,300 employees and operations in more than 120 countries, managing assets across nAtlanta, Georgia5000+
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SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) founded in 2002 that provides high-touch, personalized financial planning and wealth management
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Frequently asked questions about SFMG Wealth Advisors

What does SFMG Wealth Advisors do?

SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) founded in 2002 that provides high-touch, personalized financial planning and wealth management for high-net-worth families, business owners, executives, and private equity investors.

Who are SFMG Wealth Advisors's competitors?

Companies like SFMG Wealth Advisors include Vanguard, Fidelity, Charlesstewart, Wealthfront, Personal Capital. See the full list of 24 competitors and alternatives above.

How many employees does SFMG Wealth Advisors have?

SFMG Wealth Advisors has approximately 11-50 employees and is in the Investment Management industry.

Where is SFMG Wealth Advisors headquartered?

SFMG Wealth Advisors is headquartered in Plano, Texas.

What industry is SFMG Wealth Advisors in?

SFMG Wealth Advisors operates in the Investment Management industry.

Who are the decision-makers at SFMG Wealth Advisors?

Key decision-makers and buying contacts at SFMG Wealth Advisors are listed above, including leaders across executive, finance, sales and operations.