The CNBC FA 100 celebrates the advisory firms that top the list when it comes to offering a comprehensive service that helps clients navigate through their financial life.
FA 100

87. SFMG Wealth Advisors

SFMG Wealth Advisors, based in Plano, Texas, is ranked No. 87 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 57 on last year's CNBC FA 100 list.

Total AUM: $1.5B+

Years in Business: 25

Accounts Under Management: 589

Previous appearances on FA 100 List: 1 (No. 57 in 2019)

Principals:

Kevin Margolis, Chief Executive Officer & Managing Director

Greg Morgan, Managing Director

Contact:

sfmg.com

7800 Dallas Parkway, Suite 350, Plano, TX 75024

(972) 960-6460