Awards

August 31, 2009 – DALLAS, TX. – For the first time, True North Advisors was named by Barron’s on their “Top 100 Independent Financial Advisors 2009” list, published on August 31, 2009.

The ranking is based on a composite score from factors of assets under management, revenues generated for the firm, and quality of the advisors’ practices. Less weight was given to assets and revenues from institutional clients. This was True North’s first year to make the list…

July, 2009 – DALLAS, TX. – Wealth Manager Magazine released its 9th Annual “Top Wealth Managers” List for 2009, with True North Advisors capturing the 150th position among 407 firms that made the list. Rankings were done based on average AUM per client.

Analysis of wealth managers was done Wealth Manager’s practice management columnist Philip Palaveev, who is president of Fusion Advisor Network in Elmsford, N.Y., and a former Moss Adams principal. His deep knowledge of practice management for RIAs is legendary…

May 15, 2009 – DALLAS, TX. – True North Advisors was ranked 17th out of 25 Financial Asset Management Firms by the Dallas Business Journal’s annual publication, the “Book of Lists 2010.” Researchers Jerry Gunter and Helen Roth screened firms by the value of the assets under local management as of December 31, 2008. Citing about $860 million in assets under management, True North Advisors was recognized as one of the largest firms in its category in the Dallas-Ft. Worth metroplex area…

November 20, 2008 – DALLAS, TX. – True North Advisors was named in the Top 50 fee-only registered investment advisors “Fast Movers” list, based on growth in discretionary assets under management. This is an annual list determined by Investment News. True North was included due to its rapid growth from 2006-2008. True North was #37 on the Top 50 list.

The criteria to be considered for the were: 1) A majority of their business must come from serving retail clients…