True North Advisors, LLC

True North Advisors, LLC (CRD# 116048) is a financial advisory firm headquartered in Dallas, TX. They manage $1,178,746,030 in 2,821 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,179
    MILLION
  • Total Number of Accounts
    2,821
    ACCOUNTS
  • Average Account Value
    $417,847
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

CA, FL, KS, LA, MO, NC, NE, NM, TX

Financial Advisors at True North Advisors, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Scott A. Wood
CRD#: 2114641
8350 North Central Expressway, Suite 725, Dallas, TX 75206
98
Wealthminder
score

Scott Wood (CRD# 2114641) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 25 years of experience in the finance industry.

2
Michael J. Anderson
CRD#: 4762987
3131 Turtle Creek, Suite 1300, Dallas, TX 75219
96
Wealthminder
score

Michael Anderson (CRD# 4762987) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 13 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.

3
Dhruv Maniktala
CRD#: 4884359
3131 Turtle Creek, Suite 1300, Dallas, TX 75219
96
Wealthminder
score

Dhruv Maniktala (CRD# 4884359) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 12 years of experience in the finance industry.

4
Tara L. Scottino
CRD#: 4146737
3131 Turtle Creek, Suite 1300, Dallas, TX 75219
96
Wealthminder
score

Tara Scottino (CRD# 4146737) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 17 years of experience in the finance industry. Tara Scottino 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
Matthew C. Borowski
CRD#: 4530936
3131 Turtle Creek, Suite 1300, Dallas, TX 75219
93
Wealthminder
score

Matthew Borowski (CRD# 4530936) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 15 years of experience in the finance industry.

6
Matthew E. Fitzsimmons
CRD#: 3235326
8350 N. Central Expwy. #725, Dallas, TX 75206
93
Wealthminder
score

Matthew Fitzsimmons (CRD# 3235326) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 17 years of experience in the finance industry.

7
Mark H. Gehlbach
CRD#: 2833692
8350 North Central Expressway, Suite 725, Dallas, TX 75206
93
Wealthminder
score

Mark Gehlbach (CRD# 2833692) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 20 years of experience in the finance industry.

8
Lisa T. Leonard
CRD#: 2513407
3131 Turtle Creek, Suite 1300, Dallas, TX 75219
93
Wealthminder
score

Lisa Leonard (CRD# 2513407) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 21 years of experience in the finance industry.

9
Michael D. Miller
CRD#: 4532677
3131 Turtle Creek, Suite 1300, Dallas, TX 75219
93
Wealthminder
score

Michael Miller (CRD# 4532677) 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.

10
Brian E. Heider
CRD#: 6554602
3131 Turtle Creek, Suite 1300, Dallas, TX 75219
90
Wealthminder
score

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.

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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.