Dallas office waiting space

True North Announces Strategic Growth Partnership w/ WPCG and HGGC

Investment will provide Texas-based RIA with capital and expertise to drive growth via M&A

Independent Wealth-Advisory and Multi‑Family Office

Founded in 2000, True North Advisors serves business owners, entrepreneurs, and families with wealth management, family wealth planning, investments, and business transaction planning solutions. With offices conveniently located in both Dallas and Fort Worth, we create long-term partnerships with our client families by providing prudent management and thoughtful oversight of their wealth and investments.

True North Advisors mosaic square

Guided by values

True North Advisors mosaic square

Guided by trust

True North Advisors mosaic square

Guided by expertise

Entrepreneurial at our core, we proactively look for ways to challenge the status quo, push through barriers, and find innovative solutions that deliver long-term capital growth and preservation.

$3.3B+1

Assets Under Management

164

Cumulative Years of Wealth Planning & Advisement

Focused Wealth

We serve as your strategic partner to deliver guidance through objectivity, intelligent counsel and transparency.

$802M+2

in Alternative Public & Private Market Investments

250+

Private/Alternative Investment Opportunities Vetted Annually

Investment Philosophy

Our investment approach is proactive; not reactive. Adding the right public and private investments to portfolios results in higher returns and lower volatility over time.

1400

Investment Reviews Annually

130

Cumulative Years in Private Investment Experience

115

Tailored Investment Strategies

32

Countries Represented in Investment Portfolio

Global Scale & Expertise

We provide our clients access to institutional services & private investments to build diversified portfolios across various asset classes.

Delivering a focused advisory approach with an entrepreneurial edge.

News & Insights

Will Sharp Anniversary

01.29.2024

Chief Compliance Officer and Managing Director of Finance Celebrates a Decade of Service at True North Advisors

Will’s financial vision and expertise have been instrumental in steering our company towards sustained growth and prosperity.