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.

$3.3B

Client Assets (AUA)

3

Fastest Growing Fee-Only RIA in Texas

$1.6B

in Alternative Investments (AUA)

Wealth Partners Capital Group Partners with

True North Advisors

Mergers & Acquisitions

True North is uniquely positioned for growth via M&A given its deep bench of resources and talent, and its commitment to providing advisors with a platform for growth.

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

Access to public and private alternative investments delivering higher returns and lower volatility over time

Locations

Accolades

Forbes

  • America's Top RIA Firms

    2023

InvestmentNews

  • Best Places to Work for Financial Advisors

    2024, 2023, 2022, 2021, 2020, 2019, 2018

Financial Advisor

  • RIA Survey and Ranking

    2023, 2022, 2021, 2019, 2018

Dallas Business Journal

  • Middle Market 50

    2023

  • Best Places to Work

    2023, 2022, 2021, 2019

  • Torch Award for Ethics

    2019

D CEO

  • 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

  • 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

  • Best Wealth Management Companies and Startups

    2021

SmartAsset

  • Top Financial Advisors in Dallas

    2020

Expertise

  • Best Financial Advisors in Dallas

    2020

Advisory HQ

  • Top Rated Financial Advisory Firms in Dallas

    2019, 2018

News & Press

Dallas-Based True North Advisors Corrals Two Equity Partners
News Article

Get In Touch

Nicole Jacubovics

Associate

Email

nicole.jacubovics@wealthpcg.com

Phone

561-838-7245

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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