True North Advisors Email Format

Financial ServicesTexas, United States51-200 Employees

True North Advisors is a privately owned financial services firm based in Dallas that provides wealth advisory and multi-family office services. It coordinates multiple dimensions of a family's finances—planning, portfolio construction, private investments, business exit planning, and legacy design—into a single, integrated strategy. The firm emphasizes disciplined execution and personalized guidance aligned with each family's values and long-term goals. Founded in 2000, it operates with a long-term, generational outlook.

Its client base includes business owners, private investors, and families who need more than standard investment management. The firm, founded and led by its owners, has pursued growth through acquisitions, including Blue Investment Partners in 2025, and has earned industry recognition, such as Dhruv Maniktala being named among the 2026 Elite Private Wealth CIOs.

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