The CNBC FA 100 celebrated the advisory firms that topped the list in 2022 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2022 FA 100

43. Southern Wealth Management

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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