True North Advisors Named to Financial Advisor Magazine’s 2026 America’s Top RIAs

Dallas, Texas — True North Advisors is proud to be recognized on Financial Advisor Magazine’s 2026 list of America’s Top RIAs*. The annual ranking evaluates independent registered investment advisory firms based on year-end assets under management, as reported through the publication’s survey and verified against SEC ADV filings.

To qualify, firms must file their own ADV with the SEC and provide financial planning services directly to individual clients. Hybrid RIAs, corporate RIAs, and investment advisor representatives are not eligible. Firms with at least $1 billion in AUM as of December 31, 2025 appear in the print ranking, while firms below that threshold are included in the expanded online survey.

For us, this recognition is a reflection of the relationships at the center of everything we do. Since our founding, True North has been built around a simple idea: that wealth management should serve people first, guiding families toward what we call Fulfilling Lives™. Being named among the nation’s top RIAs affirms that our fiduciary, client-first approach continues to resonate, not just with the families we serve, but within the broader industry.

We want to thank our clients for their continued trust, and our team for the work they put in every day to earn it. Recognition like this is meaningful, but it’s the relationships behind it that matter most.

The complete list of ranked firms is available on the Financial Advisor Magazine website.

*Disclosure: FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to FA by firms that voluntarily complete and submit FA’s survey by the deadline. FA verifies AUM by reviewing ADV forms. True North did not pay for or solicit this recognition. Selection for this award is based on online ballots cast by other Registered Investment Advisor firms (“RIA”). The selected ballots were then ranked based on 12/31/2025 Regulatory Assets Under Management. A selection to the list is not necessarily indicative of any particular client’s experience.