Sfmg Wealth Advisors

RIASEC RegisteredEst. 1993

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, SEC-registered registered investment adviser that has been operating since 1993. Structured as a limited liability company owned by an individual, the firm serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of outside advisers. Sfmg charges clients either a percentage of assets under management or fixed fees. The firm identifies itself as a capital allocator and is active as a sponsor/GP/managing member of pooled investment vehicles. It does not report being an active ESG investor and is not organized as a multi-state adviser. Sfmg has been recognized externally on multiple occasions, including listings by CNBC (Top 100 Financial Advisory Firms in 2019, 2020 and 2025), Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020) and Forbes (Top RIA Firms, 2022–2024).