Grunden Financial Advisory, Inc. is delighted to announce that for the eighth time, the firm has been recognized as one of D Magazine’s Top Wealth Managers in the Dallas-Fort Worth area for 2025.
“We’re thrilled to be included amongst our peers on this prestigious local list,” said Dave Ragan, CFP®, AIF, President of Grunden Financial Advisory, Inc. “It is a reflection of our team’s hard work and dedication to our clients.”
The annual list published by D Magazine invites Dallas-Fort Worth wealth managers who are chapter members of the Financial Planning Association, the Chartered Financial Analyst Institute, and the Investments and Wealth Institute to submit information about their firms. The list is curated based on a range of criteria including total assets under management, a 95% client retention rate over the prior two years, and no current disciplinary actions. Firms must have been in existence for a minimum of 5 years and hold themselves as fiduciaries for their clients. A panel of local wealth managers reviews the final list. No compensation was paid to be included on this list or to market the award.
To see Grunden on the list on D Magazine’s website.
