Founded in 2000 and located in Dallas and Fort Worth, TX, True North Advisors creates long-term client partnerships by providing prudent management and thoughtful oversight of wealth and investments.
$4.4B
Client Assets (AUA)
60+
Professionals & Staff
$812M
in Alternative
Investments (AUA)
Mergers & Acquisitions
Leadership
Leadership
“Our partnership with WPCG enables us to grow and deliver greater capabilities to more clients in more places. Our joint mission is to offer advisors and their clients focused wealth and investment solutions that provide portfolio longevity and access to institutional quality alternatives.”
– Co-Founders, Mark Gehlbach, President & Scott Wood, CEO
Core Client Offerings
Private Wealth
Serving HNW clients with wealth planning and investment strategies to deliver long-term capital growth and preservation
Pre-Transaction Planning
Strategic partner to business owners and entrepreneurs to maximize business value and better prepare for an exit
Alternative Investments
Locations
Accolades
Forbes
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America's Top RIA Firms
2024, 2023
InvestmentNews
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Best Places to Work for Financial Advisors
2024, 2023, 2022, 2021, 2020, 2019, 2018
USA Today
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Best Financial Advisory Firms
2024
Financial Advisor
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RIA Survey and Ranking
2024, 2023, 2022, 2021, 2019, 2018
Dallas Business Journal
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Middle Market 50
2023 -
Best Places to Work
2023, 2022, 2021, 2019 -
Torch Award for Ethics
2019
Financial Planning
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Top 150 RIAs
2024, 2023, 2022
D CEO
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Dallas 500, Banking and Finance
2024, 2023, 2022, 2021, 2017 -
Nonprofit and Corporate Citizenship Award (Finalist)
2022 -
The Top Financial Executives in North Texas
2018 -
Most Innovative Finance Team (Finalist)
2023
D Magazine
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Top Wealth Managers in Dallas
2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015 -
Best Financial Planners in Dallas
2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010
Daily Finance
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Best Wealth Management Companies and Startups
2021
SmartAsset
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Top Financial Advisors in Dallas
2020
Expertise
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Best Financial Advisors in Dallas
2020
Advisory HQ
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Top Rated Financial Advisory Firms in Dallas
2019, 2018
News & Press
September 19, 2024
Get In Touch
Nicole Jacubovics
nicole.jacubovics@wealthpcg.com
Phone
More From True North
Guided by values, expertise and experience, True North delivers strategies that seek to create long term capital growth and preservation for future generations.
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