True North Advisors, LLC

True North Advisors, LLC (CRD# 116048) is a financial advisory firm headquartered in Dallas, TX. They manage $1,601,357,679 in 3,121 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,601
    MILLION
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $513,091
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, KS, LA, MO, NC, NE, NH, NM, NY, TX

Financial Advisors at True North Advisors, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Michael J. Anderson
CRD#: 4762987
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Michael Anderson (CRD# 4762987) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 16 years of experience in the finance industry. Michael Anderson 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.

2
Colin J. Bindner
CRD#: 6200376
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Colin Bindner (CRD# 6200376) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 6 years of experience in the finance industry. Colin Bindner 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.

3
Matthew C. Borowski
CRD#: 4530936
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Matthew Borowski (CRD# 4530936) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 18 years of experience in the finance industry.

4
Caleb A. Brian
CRD#: 6017664
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Caleb Brian (CRD# 6017664) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry. Caleb Brian 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
Adam E. Farris
CRD#: 6731894
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Adam Farris (CRD# 6731894) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 3 years of experience in the finance industry. Adam Farris 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
Mark H. Gehlbach
CRD#: 2833692
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Mark Gehlbach (CRD# 2833692) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 23 years of experience in the finance industry.

7
Jamie N. Haarmeyer
CRD#: 6690658
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Jamie Haarmeyer (CRD# 6690658) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 4 years of experience in the finance industry. Jamie Haarmeyer 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
Marcus J. Ham
CRD#: 1531662
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Marcus Ham (CRD# 1531662) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 33 years of experience in the finance industry.

9
Brian E. Heider
CRD#: 6554602
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Brian Heider (CRD# 6554602) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.

10
Lisa T. Leonard
CRD#: 2513407
3131 Turtle Creek, Suite 1300, Dallas, TX 75219

Lisa Leonard (CRD# 2513407) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 24 years of experience in the finance industry.

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