Top Financial Advisors in Fort Worth, TX

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Luther King Capital Management (LKCM), founded in 1979, is the top-rated financial advisor in Fort Worth. With over $30 billion in assets under management, LKCM is by far the largest practice on this list. 

LKCM primarily works with high-net-worth individuals and other financial advisors. However, the firm also serves individuals below the high-net-worth market and a variety of institutional clients. Separately managed portfolios generally require $2 million ($3 million for small and mid-cap strategies) and carry minimum annual fees ranging from $15,000 to $30,000 depending on account type. As a result, LKCM is not for everyone. 

The LKCM team includes advisors and portfolios managers with a range of professional credentials, including the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA) and certified public accountant (CPA) designations. As a fee-only practice, LKCM advisors do not receive sales commissions for recommending third-party financial products like insurance or mutual funds. 

The firm offers a range of services, including discretionary and non-discretionary portfolio management, mutual fund and private partnership management, sub-advisory, model portfolio and wrap fee program management. LKCM also offers financial planning on request. These services can address investments, retirement, estate planning, insurance, taxes, debt, business succession and education funding.

LKCM’s investment approach emphasizes fundamental, research-driven analysis to identify high-quality companies. The firm seeks companies with solid profitability, strong balance sheets, competitive advantages, meaningful management ownership and attractive valuations. 

Strategies include equity, small cap, small-mid cap, fixed income, balanced and international equity, as well as alternative and private investments. Portfolios may include equities, fixed income securities, mutual funds, ETFs and private investments. 

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Nolet Wealth Management, founded in 2023, is youngest firm on this list. Nolet serves individuals, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles and charitable organizations. It generally requires a $100,000 minimum account size but may waive this at its discretion. 

Services include ongoing asset management, as well as financial planning and consulting, covering retirement strategies, tax reduction planning, estate preservation, cash flow analysis and investment allocation guidance. Portfolios are managed on a discretionary or non-discretionary basis and may incorporate sub-advisors, private investments and alternative assets when appropriate.

The firm has three certified public accountants (CPAs) on staff. 

Nolet's investment approach combines fundamental and technical analysis, tailoring strategies to each client’s goals, risk tolerance and time horizon. Portfolios may include equities, fixed income, ETFs and mutual funds. For qualified clients, the firm may allocate their assets to private equity, hedge funds and other alternative investments. 

Risk management is a stated focus, with attention to diversification, market conditions and client-imposed restrictions. Additionally, the firm may employ strategies like options trading, margin accounts and derivatives when suitable. 

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Storehouse Financial, founded in 2006, is a fee-only advisory practice that first opened for business in 2006. It provides asset management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations and other business entities. 

There is no minimum account size for asset management, and fees are generally based on a percentage of assets under management. Financial planning fees are negotiable, and the firm may waive these if clients also use its asset management services. 

The Storehouse's small team includes advisors who hold the Certified Financial Planner™ (CFP®) and retirement income certified professional (RICP) designations. 

Advisory services cover investment management, retirement planning, tax planning strategies, risk management and other financial objectives. Meanwhile, portfolios are tailored to each client’s investment Ppolicy statement. Storehouse’s investment approach uses cyclical, fundamental and technical analysis to select a mix of mutual funds, ETFs, stocks, bonds, REITs, options and other securities. Like many other firms, Storehouse Financial aims to align portfolios with clients’ goals and risk tolerance. 

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WPWealth, founded in 2000, is a fee-based advisor that works with individuals, high-net-worth individuals, retirement plans, corporations and other businesses. While there is no account size minimum, the firm charges a $5,000 minimum annual fee for discretionary accounts and a $3,500 minimum for qualified retirement solutions. 

In addition to discretionary and non-discretionary portfolio management, the firm offers  comprehensive financial planning, retirement plan consulting and participant account management. Financial planning services may address budgeting, tax strategy, investments, insurance, retirement, estate planning (offered through Wealth.com) and business planning.

The WPWealth team has a number of credentialed professionals, including some with the Certified Financial Planner™ (CFP®), chartered life underwriter (CLU), certified public accountant (CPA) and certified exit planning advisor (CEPA), among others. But as a fee-based practice, advisors on staff may receive third-party compensation when recommending insurance products to advisory clients. While this is a conflict of interest, WPWealth has a fiduciary duty to always act in clients' best interests. 

WPWealth uses an asset class-based investment approach that is adjusted to each client’s risk tolerance, objectives and restrictions. Portfolios may contain cash, stocks, bonds, mutual funds, ETFs, REITs, commodities, alternative investments and variable insurance products. The firm seeks global diversification and selects fixed income securities with high credit quality and low duration. Equity holdings can be domestic or international, with risk levels set according to client preferences. 

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Diesslin Group is a fee-only firm that works with non-high-net-worth and high-net-worth individuals, as well as pooled investment vehicles, banks and charities. Founded in 1980, Diesslin Group is the second-oldest firm on this list. To become a client, you'll need a minimum net worth of $1 million.

Diesslin Group's team of advisors holds multiple certifications, including Certified Financial Planner™ (CFP®), chartered financial analyst (CFA) and financial paraplanner qualified professional (FPQP) designations. As a fee-only firm, Disslin Group advisors do not accept compensation for selling you certain securities or insurance products.  

The firm offers portfolio design and management, retirement and education planning, insurance and estate planning, tax and business planning, as well as specialized strategies like charitable giving arrangements and family limited partnerships. 

Advisors will build you a globally-diversified portfolio using actively managed no-load stock and bond mutual funds. The firm focuses on long-term, buy-and-hold investing, balancing risk and return through diversification.

Portfolios are then monitored and rebalanced as necessary. The firm supplements these portfolios with fixed-income securities, alternative investments, and, in some cases, individual equities or REITs. 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/ETFs.

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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. 

DJFS has been a registered financial advisor since 1997, but has been in operation since 1967. 

The firm holds multiple certifications, including the Certified Financial Planner™ (CFP®) and chartered financial consultant (ChFC) designations, as well as chartered life underwriter (CLU) and accredited investment fiduciary (AIF). DJFS advisors can also provide specialized services like business succession, exit and charitable gift planning.

DJFS uses LPL Financial as its primary custodian and program sponsor, accessing LPL’s platforms for portfolio management, trading and a range of model and third-party manager programs. DJFS helps determine the client’s investment objectives and selects the appropriate LPL-designed model portfolio or strategist. LPL then manages the day-to-day investment activity within the parameters of that model.

Investment minimums for LPL Financial–sponsored advisory programs vary depending on the type of portfolio you want to open:

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

The firm seeks to deliver risk-adjusted returns that align with each client’s goals and resources. The firm primarily invests through actively managed mutual funds and index-linked ETFs, with individual securities and alternative investments available for qualified clients. 

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Aspen Wealth Management is a fee-only firm that works with both high-net-worth and non-high-net-worth individuals, as well as pension and profit-sharing plans. The firm does not have a minimum investable asset requirement for new accounts.

Even though the firm is considerably smaller than its competition toward the top of this list, its advisory team holds multiple certifications, including designations as Certified Financial Planner™ (CFP®), chartered financial analyst and enrolled agent (EA).

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.

The firm provides personalized financial planning and asset management through its Wealth Management Program, a wrap-fee arrangement covering planning, portfolio review, management and custody. The firm assists clients with planning for retirement, education, taxes, and business needs, as well as budgeting, cash flow management, investments, real estate and insurance analysis. The firm uniquely provides financial planning for women, as well.

Aspen Wealth Management builds client portfolios using mutual funds, ETFs, closed-end funds, and occasionally individual securities, REITs and private placements. Strategies are based on risk tolerance, goals and time horizon, with six portfolio models ranging from conservative to aggressive. Aspen Wealth follows a buy-and-hold philosophy, periodically rebalancing and making adjustments as needed, emphasizing diversification and fundamental/economic analysis.

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Strittmatter Wealth Management Group, known simply as SWMG, is a fee-based firm that works with both non-high-net-worth and high-net-worth individuals. However, the firm has a $1 million account minimum, so it's not for everyone. 

As a fee-based practice, 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.

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

Members of the SWMG team hold the Certified Financial Planner™ (CFP®) and certified public accountant (CPA) designations. Investment management is provided primarily through third-party asset managers in unified managed accounts (UMAs), with portfolios holding stocks, mutual funds, ETFs, and other securities. 

The firm 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. 

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OverRidge Wealth Advisors, also 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.

OverRidge specializes in portfolio management, along with financial planning and consulting services, which may include estate and insurance planning. There are no specified asset minimums. It works with both high-net-worth and non-high-net-worth individuals, as well as charities and corporations.

The firm typically allocates client assets among individual stocks, bonds, fixed income securities, mutual funds, ETFs, REITs, variable annuity subaccounts, and, occasionally, inverse or leveraged funds. 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 investment 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.

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Michels Family Financial, owned by husband and wife Nicholas and Chelsea Michels, rounds out our list of the top-rated firms in Fort Worth. The practice, which operates on a fee-only basis, works with individuals, high-net-worth individuals and employer-sponsored retirement. There is no set account minimum to become a client.

Services include discretionary and non-discretionary investment management, financial planning and consulting related to estate planning, retirement, real estate and charitable giving. Financial plans address areas like tax strategy, risk management, wealth transfer, and business succession, often in coordination with clients’ other advisors. 

The firm's small team of advisors holds the Certified Financial Planner™ (CFP®), chartered retirement planning counselor (CRPC) and accredited asset management specialist (AAMS) designations. 

Portfolios are tailored to the client's goals, risk tolerance and timeline. The firm uses an active management approach with regular rebalancing (one to four times per year). The firm invests across asset classes, including individual stocks, bonds, ETFs, mutual funds, Treasuries, municipal bonds and cash equivalents. Its strategies range from conservative to aggressive and rely on fundamental, technical and quantitative methods of analysis, as well as asset allocation. The firm seeks diversified exposure for long-term growth, total return and income.