The CNBC FA 100 celebrates the advisory firms that top the list in 2021 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2021 LIST

95. Southern Wealth Management

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Southern Wealth Management, based in Dallas, TX, is ranked No. 95 on the 2021 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $3.4B+

Years in Business: 16

Accounts Under Management: 232

Previous appearances on FA 100 List: 0

Principal:

Tom Gile, Partner

Phillip deBruyn, Partner

Contact:

southernwealth.com

5005 LBJ Freeway, Suite 1313, Dallas, TX 75244

(972) 661-4600