The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

43. Southern Wealth Management

Southern Wealth Management, based in Dallas, TX, is ranked No. 43 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $2.8B

Years in Business: 17

Accounts Under Management: 1,500

Previous appearances on FA 100 List: 1 (No. 95 in 2021)

Principals:

Richard Jones, President & Chief Executive Officer

Tom Gile, Partner

Mike Olson, Partner

Philip de Bruyn, Partner

Contact:

southernwealth.com

5005 LBJ Freeway, Suite 1313, Dallas, TX 75244

(972) 661-4600