Industry Award Disclosures
February 17, 2022
SFMG Wealth Advisors (SFMG) is an investment advisor registered with the United States Securities and Exchange Commission (SEC). Awards and Ratings by third-party publications or organizations should not be interpreted as an endorsement of SFMG by such a third-party. Each outlet that sponsors or creates an award or rating uses their own internal methodology to determine which advisors are recognized. Generally, these outlets rely on information prepared and submitted by the advisor firms and are typically limited to those firms who participate. SFMG may pay a fee for certain promotional materials in conjunction with the award or rating, however, SFMG does not pay to receive an award or to be listed on a rating.
Dallas Business Journal: Best Places to Work: We are thrilled to be recognized as one of Dallas Business Journal’s Best Places to Work for the fourth consecutive year. The program recognizes the top 100 companies in our region that go above and beyond in creating an enjoyable workplace and a thriving culture for their employees. The rankings of the top workplaces in North Texas are based on employee engagement surveys. For more information on this award, please visit: https://www.bizjournals.com/dallas/nomination/85794/2021/2021-best-places-to-work-awards#/
D Magazine: Best Financial Planners: We are excited to have five of our Team Members make this list. Certified Financial Planners (CFP®) in the Dallas-Fort Worth Chapter of the Financial Planning Association (FPA) were asked to cast online ballots. A total of 718 votes were cast, and 240 individuals were nominated. Of these, 95 were selected. SFMG did not pay a fee to participate in this award or rating. For more information on this award, please visit: www.dmagazine.com/publications/d-magazine/2021/november/dallas-fort-worths-best-financial-planners-for-2021/.
Financial Times 300: Top Registered Financial Advisors: “FT” and “Financial Times” are trademarks of The Financial Times Ltd. (“FT”). The Financial Times “300 Top Registered Investment Advisers” is an independent listing (“The FT 300”) produced annually. FT is not affiliated with SFMG Wealth Advisors. Selection criteria include: assets under management (“AUM”); AUM growth rate; company’s years in existence; compliance record; industry certifications; and online accessibility. SFMG did not pay a fee to participate in this award or rating. For full methodology and more information on this rating, please visit: www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563.
D Magazine: Top Wealth Manager: Wealth management firms and teams in the Dallas-Fort Worth chapter of the Financial Planning Association, the Chartered Financial Analyst Institute, and the Investments & Wealth Institute were asked to submit information about their business. Selection criteria included: assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary actions. All teams and firms must have been in existence for at least five years as of the application deadline (June 7, 2021). SFMG did not pay a fee to participate in this award or rating. www.dmagazine.com/publications/d-magazine/2021/november/these-are-dallas-fort-worths-top-wealth-managers-for-2021/.
For further information or questions on any awards or ratings, please contact SFMG’s Chief Compliance Officer, Crystal Billing, at 972-960-6460.
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