True North Advisors
Finance · Texas, United States · 51-200 Employees
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Overview
Headquarters
3131 Turtle Creek Blvd Ste 1300, Dallas,...Phone Number
(214) 360-7300Website
www.truenorthadvisors.comRevenue
$53.6 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
3
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About True North Advisors
Focused Wealth Management is a wealth advisory and investment management firm that provides financial planning and portfolio management services to high-net-worth individuals, families, entrepreneurs, and institutional clients. The firm was established with the goal of offering an alternative to traditional Wall Street advisory models by emphasizing personalized relationships, long-term wealth preservation, and value-driven financial strategies. It focuses on understanding client goals, intentions, and legacy planning needs in order to develop tailored investment solutions that support multigenerational wealth creation. The company delivers a range of services that include investment advisory, financial planning, and wealth management strategies designed to help clients grow and protect their assets over time. With a client-centric philosophy, the firm prioritizes trust, transparency, and long-term alignment between advisors and clients. Its approach integrates entrepreneurial thinkingRead more
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True North Advisors Tech Stack
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New Hire
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Executive Moves, New Hire
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Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
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True North Advisors News & Media
True North Advisors Expands Texas Presence with Acquisition of Clear Rock Advisors
DALLAS--(BUSINESS WIRE)-- #alternatives--True North Advisors, LLC (“True North”), a Texas-based registered investment adviser (“RIA”) with $3.9 billion in Assets Under Management (“AUM”) as of 8/31/24, has acquired Clear Rock Advisors, LLC (“Clear Rock”), a wealth management and investment firm managing approximately $470 million in AUM (as of 8/31/24) with offices in Dallas, Austin, and Kerrville, Texas. Clear Rock was founded in 2016 by Charles F. Hall, Jr., Ty Sanders, and Royce Medlin, withTrue North Advisors Hires Melissa Lucas and Susan Rowinski to Elevate Expanding Family Wealth Offering
DALLAS--(BUSINESS WIRE)--True North is pleased to announce the appointment of Melissa Lucas as Managing Director and Susan Rowinski as Senior Wealth Manager, who will together be spearheading the firm’s expanding Family Wealth offering. Melissa (aka “Missy”) Lucas brought her multi-decade investment practice to True North, continuing to provide outsourced Chief Investment Officer and related Advisory services to families and individuals of significant net worth. She creates bespoke solutions baWealth Partners Capital Group and HGGC Establish Strategic Partnership With True North Advisors
PALM BEACH, Fla. & PALO ALTO, Calif. & DALLAS--(BUSINESS WIRE)--True North Advisors, LLC (“True North”), a Texas-based registered investment adviser (“RIA”), today announced it has entered into a strategic partnership with Wealth Partners Capital Group (“WPCG”), a financial services holding company, and HGGC, a firm focused on partnership investing. WPCG and HGGC have made a minority equity investment in True North to help accelerate True North’s growth via targeted acquisitions. The managementSpotlight On: Scott Wood, Chief Executive Officer & Co-Founder, True North Advisors
Scott Wood of True North Advisors, spoke about his takeaways from the pandemic and what is needed to ensure that talent continues to grow.
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Focused Wealth Management is a wealth advisory and investment management firm that provides financial planning and portfolio management services to high-net-worth individuals, families, entrepreneurs, and institutional clients. The firm was established with the goal of offering an alternative to traditional Wall Street advisory models by emphasizin... Read More
