Rgt Wealth Advisors

Rgt Wealth Advisors (CRD# 104953) is a financial advisory firm headquartered in Dallas, TX. They manage $4,361,607,213 in 4,930 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,362
    MILLION
  • Total Number of Accounts
    4,930
    ACCOUNTS
  • Average Account Value
    $884,707
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, NE, NJ, NY, OK, TN, TX

Financial Advisors at Rgt Wealth Advisors
Showing 1 - 10 of 23 top financial advisors.
1
Gregory T. Bone
CRD#: 2852444
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
96
Wealthminder
score

Gregory Bone (CRD# 2852444) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 20 years of experience in the finance industry.

2
Braden R. Cole
CRD#: 5548177
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
96
Wealthminder
score

Braden Cole (CRD# 5548177) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 9 years of experience in the finance industry.

3
Karina J. Harrison
CRD#: 5073356
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
96
Wealthminder
score

Karina Harrison (CRD# 5073356) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 11 years of experience in the finance industry. Karina Harrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeremy J. Hudson
CRD#: 4337271
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
96
Wealthminder
score

Jeremy Hudson (CRD# 4337271) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 16 years of experience in the finance industry. Jeremy Hudson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Joanna C. Jadlow
CRD#: 4793164
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
96
Wealthminder
score

Joanna Jadlow (CRD# 4793164) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 13 years of experience in the finance industry. Joanna Jadlow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kenneth M. McClanahan
CRD#: 1349995
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
96
Wealthminder
score

Kenneth McClanahan (CRD# 1349995) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 32 years of experience in the finance industry. Kenneth McClanahan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ryan B. McGuire
CRD#: 5435181
1 Park Plaza, Suite 950, Irvine, CA 92614
96
Wealthminder
score

Ryan McGuire (CRD# 5435181) is an Investment Advisor Representative working at Rgt Wealth Advisors in Irvine, CA and has over 10 years of experience in the finance industry. Ryan McGuire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Michael J. Shockley
CRD#: 1932325
1 Park Plaza, Suite 950, Irvine, CA 92614
96
Wealthminder
score

Michael Shockley (CRD# 1932325) is an Investment Advisor Representative working at Rgt Wealth Advisors in Irvine, CA and has over 28 years of experience in the finance industry. Michael Shockley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Adam C. Goldenberg
CRD#: 4447619
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
93
Wealthminder
score

Adam Goldenberg (CRD# 4447619) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 12 years of experience in the finance industry.

10
Mark C. Griege
CRD#: 1552428
5950 Sherry Lane, Suite 700, Dallas, TX 75225
93
Wealthminder
score

Mark Griege (CRD# 1552428) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 29 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.