Carter Financial Management is proud to announce that we have once again been named to D Magazine’s list of Top Wealth Managers for 2025—an honor we’ve received every year since the award’s inception in 2015.
For nearly 50 years, Carter Financial Management has been built on a foundation of independence, integrity, and client-first service. Our professionals take pride in providing objective advice tailored to each client’s goals and values. In an era when many firms are selling to private equity or consolidating under corporate ownership, Carter Financial Management remains proudly independent—free to act solely in our clients’ best interests.
We are deeply honored to be recognized once again by D Magazine, and we extend our sincere gratitude to our clients, colleagues, and community for their continued trust and support.
To learn more about what sets Carter Financial Management apart, visit www.carterwealth.com.
D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary action. Additionally, all firms (or teams, should the team be applying as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 9, 2025). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 67 that were nominated, 48 teams were recognized. This ranking is based upon the period from 5/31/2024 to 5/31/2025 and was released on 10/2/2025. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. The ranking may not be representative of any one client’s experience, is not an endorsement of the financial advisory practice by D Magazine and is not indicative of an advisor’s future performance. Raymond James is not affiliated with D Magazine.
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