RIA Intel›Advisers›Texas›WFG ADVISORS, LP

WFG ADVISORS, LP

Advisory

N·DALLAS, TX

Data as of Sep 6, 2017 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

0.0%

3-Year CAGR

+6.1%

Employees

147

Assets Under Management

Total AUM$1.5B

Discretionary AUM$1.4B

Non-Discretionary AUM$69M

Discretionary %95.4%

Total Clients—

Team

Total Employees147

Investment Advisers156

Employee Growth (1Y)—

Filing History

Total Filings on Record59

First FilingMar 26, 2003

Latest FilingSep 6, 2017

🔒 Full AUM trend chart and 59 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WFG ADVISORS, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.