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This document is not intended to be taken as investment advice, a recommendation, or an offer or solicitation to purchase or sell any securities.  For Private Placements, any offer is done exclusively through a private fund’s Private Placement Memorandum or registered fund’s prospectus.  The information presented herein is compiled from resources that we believe to be reliable, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. SFMG Wealth Advisors (SFMG) is an investment advisor registered with the United States Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.

Awards and Rankings by third-party publications or organizations should not be interpreted as an endorsement of SFMG by such a third-party. Each outlet that sponsors or creates an award or ranking uses their own internal methodology to determine which advisors are recognized. Generally, these outlets rely on information prepared and submitted by the advisor firms and are typically limited to those firms who participate. SFMG may pay a fee to participate or a fee for certain promotional materials in conjunction with the award or ranking.  Please review the following disclosures regarding the industry awards and rankings received.  This information is updated annually, or as new information becomes available.

2023 Award Disclosures

Dallas Business Journal – Best Places to Work

The Dallas Business Journal, in partnership with Quantum Workplace created and tabulated the 2023 ranking. Rankings were based on data from July 2022 – June 2023. Finalists were decided on August 22, 2023 and the ranking was announced on October 27, 2023. SFMG paid an entry fee in order to be considered for this award.

For more information on this award, click here.

Investment News’ Best Places to Work for Financial Advisers

Investment News created and tabulated 2023 rankings in collaboration with Best Companies Group based on data from 12/31/2022.Rankings were announced on 3/7/2023. SFMG did not pay to participate.

For more information on this award, click here.

Dallas Business Journal The List: DFW Wealth Management Firms by Local AUM

The Dallas Business Journal surveyed wealth management firms beginning 8/1/23 to provide data as of 12/31 2022.  The ranking provided is in numerical value order based on total assets reported and was announced 12/7/2023. SFMG did not pay to participate in this survey.

For more information on this award, click here.

D Magazine Top Wealth Manager

D Magazine created and tabulated the 2023 ranking based on data from 2022. The ranking was announced to the public on 110/26/2023. SFMG did not pay to participate.

For more information on this award, click here.

D Magazine Best Financial Planners

D Magazine created and tabulated the 2023 ranking based on data from 2022. The ranking was announced to the public on 110/26/2023. SFMG did not pay to participate.

For more information on this award, click here.

Financial Advisor Magazine Top RIAs

Financial Advisor Magazine in conjunction with Wrights Media created and tabulated the 2023 ranking based on information from 12/31/21 – 12/31/2022. The ranking was announced to the public on 7/14/2023. SFMG did not pay to participate.

For more information on this award, click here.

Forbes 2023 Top 100 RIA’s

SHOOK Research in partnership with Forbes Magazine created and tabulated the 2023 ranking based on information through 12/31/2022. The ranking was announced on 10/10/2023. SFMG Did not pay to participate.

For more information on this award, click here.

Longhorn 100

Texas Exes, in collaboration with Whitley Penn, recognized the 100 fastest-growing Longhorn-owned or led businesses. This award was based on information from 1/1/2019 – 12/31/2021. SFMG did not pay to participate.

For more information on this award, click here.

Advisor Hub Advisor’s to Watch

Advisor Hub created and tabulated the 2023 ranking based on scale, growth and professionalism of advisors. The list was published on 6/20/23. Participation in the ranking is free and open to all firms and advisors who meet with minimum requirements. AdvisorHub receives no compensation from the participating advisors and SFMG did not pay to participate.

For more information on this award, click here.

2022 Award Disclosures

Dallas Business Journal – Best Places to Work

The Dallas Business Journal, in partnership with Quantum Workplace created and tabulated the 2022 ranking. Rankings are based on data from July 2021 – June 2022. Finalists were decided on August 12th, 2022, and the ranking was announced on October 20th, 2022. SFMG paid an entry fee in order to be considered for this award.

For more information on this award, click here.

Dallas Business Journal: The List: DFW Wealth Management Firms by Local AUM – #13

The Dallas Business Journal surveyed wealth management firms beginning January 3rd to provide data as of December 31, 2021.  The ranking provided is in numerical value order based on total assets reported and was announced November 4th, 2022. SFMG did not pay to participate in this survey.

For more information on this ranking, click here.

D Magazine: Top Wealth Manager

In June of 2022, D Magazine asked wealth management firms in the Dallas-Fort Worth chapter of the Financial Planning Association, the Chartered Financial Analyst Institute, and the Investments & Wealth Institute to submit information as of December 31, 2021 about their practice. Winners for the year 2022 were announced on November 8th, 2022. SFMG did not pay a fee to participate in this award.

For more information on this award, click here.

For more information related to the 2022 award, click here.

D Magazine: Best Financial Planners

In June of 2022, D Magazine asked Certified Financial Planners (CFP®) in the Dallas-Fort Worth Chapter of the Financial Planning Association to cast an online ballot naming peers whom they considered to be the most skilled and experienced financial planners in the industry. Winners for the year 2022 were announced on November 8th, 2022. SFMG did not pay a fee to participate in this award.

For more information on this award, click here.

For more information related to the 2022 award, click here.

Financial Advisor’s Magazine Top RIA’s #235

“FA” and “Financial Advisor” are trademarks of Financial Advisor Magazine (“FA”). Financial Advisor Magazine, in partnership with Wrights Media, created and tabulated the 2022 ranking based on information provided as of December 31, 2021.  The ranking provided is in numerical value order based on total assets reported and was announced on July 21st, 2022. SFMG did not pay to participate in this ranking.

For more information on this ranking, click here.

Forbes 2022 Top 100 RIA’s #80

Forbes Magazine, in partnership with SHOOK Research, created and tabulated the 2022 rankings based on information provided as of December 31, 2021. The ranking was announced on October 25th, 2022. SFMG did not pay to participate in this ranking.

For more information on this ranking, click here.

 

2021 Award Disclosures

Dallas Business Journal: Best Places to Work: We are thrilled to be recognized as one of Dallas Business Journal’s Best Places to Work for the fourth consecutive year. The program recognizes the top 100 companies in our region that go above and beyond in creating an enjoyable workplace and a thriving culture for their employees. The rankings of the top workplaces in North Texas are based on employee engagement surveys.

For more information on this award, click here.

D Magazine: Best Financial Planners: We are excited to have five of our Team Members make this list. Certified Financial Planners (CFP®) in the Dallas-Fort Worth Chapter of the Financial Planning Association (FPA) were asked to cast online ballots. A total of 718 votes were cast, and 240 individuals were nominated. Of these, 95 were selected. SFMG did not pay a fee to participate in this award or rating.

For more information on this award, click here.

Financial Times 300: Top Registered Financial Advisors: “FT” and “Financial Times” are trademarks of The Financial Times Ltd. (“FT”). The Financial Times “300 Top Registered Investment Advisers” is an independent listing (“The FT 300”) produced annually. FT is not affiliated with SFMG Wealth Advisors. Selection criteria include: assets under management (“AUM”); AUM growth rate; company’s years in existence; compliance record; industry certifications; and online accessibility. SFMG did not pay a fee to participate in this award or rating.

For more information on this ranking, click here.

D Magazine: Top Wealth Manager: Wealth management firms and teams in the Dallas-Fort Worth chapter of the Financial Planning Association, the Chartered Financial Analyst Institute, and the Investments & Wealth Institute were asked to submit information about their business. Selection criteria included: assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary actions. All teams and firms must have been in existence for at least five years as of the application deadline (June 7, 2021). SFMG did not pay a fee to participate in this award or rating.

For more information on this award, click here.

For further information or questions on any awards or ratings, please contact SFMG’s Chief Compliance Officer, Crystal Billing, at 972-960-6460.