Sfmg Wealth Advisors

RIASEC Registered

Total AUM

$3B

Discretionary

$2.7B

90% of AUM

Avg account

$684K

Accounts

4,323

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 107548
Registered since: August 11, 1993
Website: sfmg.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI86.93%
Individuals12.62%
Corporations / Businesses0.4%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sfmg Wealth Advisors is an independent, privately owned limited liability company that provides fee-based financial planning and portfolio management for both individual/family and institutional clients. The firm is registered with the SEC and has been since 1993. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Sfmg operates as a capital allocator and also serves as sponsor/GP/managing member of pooled investment vehicles. The firm charges clients via a percentage-of-AUM schedule and fixed fees. Sfmg has been recognized in industry rankings over multiple years, including listings in CNBC’s Top 100 Financial Advisory Firms (2019, 2020, 2025), Financial Times’ Top 300 RIA Firms (2020), FA Magazine (2020), and Forbes’ Top RIA lists (2022–2024).