Insights

Wealth Management Niche SFMG Wealth Advisors specializes in serving high-net-worth families, business owners, and private equity investors, indicating a focus on premium clients who may require advanced investment solutions and personalized financial planning services.

Recent Investment Activity The company's recent stakes in innovative ETFs and technology-related assets like Core Scientific and Western Digital demonstrate an interest in technology and growth sectors, suggesting potential opportunities to offer high-tech or thematic investment products.

Strong Market Recognition Achieving a ranking of No. 87 on the CNBC Financial Advisor 100 list underscores their established market presence and credibility, making them more receptive to strategic partnerships, technology integrations, or service enhancements.

Revenue Band With a revenue range of 100 to 250 million dollars and a relatively small team of 11-50 employees, SFMG is positioned as a high-revenue, boutique-style firm, indicating potential for scalable service offerings and tailored solutions for similar-sized firms.

Digital and Tech Stack Utilizing tools like Backbone.js, TweenMax, and reCAPTCHA suggests a focus on secure, modern digital engagement, providing an opportunity to introduce innovative fintech solutions or digital onboarding services to enhance their tech infrastructure.

SFMG Wealth Advisors Tech Stack

SFMG Wealth Advisors uses 8 technology products and services including Canva, Google Fonts API, Backbone.js, and more. Explore SFMG Wealth Advisors's tech stack below.

Canva

Audio, Video, Graphics

Google Fonts API

Font Scripts

Backbone.js

Javascript Frameworks

TweenMax

Javascript Frameworks

Wow

Marketing Analytics

reCAPTCHA

Security

Gravity Forms

Web Platform Extensions

Nginx

Web Servers

SFMG Wealth Advisors Email Formats	Example	Percentage
First@sfmg.com	John@sfmg.com	80%
FLast@sfmg.com	JDoe@sfmg.com	13%
Last@sfmg.com	Doe@sfmg.com	5%
First_Last@sfmg.com	John_Doe@sfmg.com	2%

SFMG Wealth Advisors Email Formats

Example

Percentage

First@sfmg.com

John@sfmg.com

80%

FLast@sfmg.com

JDoe@sfmg.com

13%

Last@sfmg.com

Doe@sfmg.com

First_Last@sfmg.com

John_Doe@sfmg.com

Frequently Asked Questions

Where is SFMG Wealth Advisors's headquarters located?

SFMG Wealth Advisors's main headquarters is located at 3960 Dallas Parkway, Suite 400. The company has employees across 2 continents, including North AmericaEurope.

What is SFMG Wealth Advisors's phone number?

You can contact SFMG Wealth Advisors's main corporate office by phone at

+1-972-960-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SFMG Wealth Advisors's official website and social media links?

SFMG Wealth Advisors's official website is sfmg.com and has social profiles on LinkedIn.

What is SFMG Wealth Advisors's SIC code NAICS code?

SFMG Wealth Advisors's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does SFMG Wealth Advisors have currently?

As of December 2025, SFMG Wealth Advisors has approximately 41 employees across 2 continents, including North AmericaEurope. Key team members include Chief Investment Officer: G. C.President & Managing Director: R. J. B.Head Of Advisory & Wealth Advisor: T. J. Y.. Explore SFMG Wealth Advisors's employee directory with LeadIQ.

What industry does SFMG Wealth Advisors belong to?

SFMG Wealth Advisors operates in the Investment Management industry.

What technology does SFMG Wealth Advisors use?

SFMG Wealth Advisors's tech stack includes CanvaGoogle Fonts APIBackbone.jsTweenMaxWowreCAPTCHAGravity FormsNginx.

What is SFMG Wealth Advisors's email format?

SFMG Wealth Advisors's email format typically follows the pattern of First@sfmg.com. Find more SFMG Wealth Advisors email formats with LeadIQ.

When was SFMG Wealth Advisors founded?

SFMG Wealth Advisors was founded in 2002.

SFMG Wealth Advisors

Q: What is SFMG Wealth Advisors's official website and social media links?

SFMG Wealth Advisors's official website is sfmg.com. SFMG Wealth Advisors has social profiles on LinkedIn.

Q: How many employees does SFMG Wealth Advisors have currently?

SFMG Wealth Advisors has approximately 41 employees.

Q: What technology does SFMG Wealth Advisors use?

SFMG Wealth Advisors's tech stack includes Backbone.js, WP Engine, Floating UI, jQuery Migrate, jQuery.

Investment ManagementTexas, United States11-50 Employees

SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors.  
  
The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life.
 
To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.

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