What departments does True North Advisors have?

True North Advisors has employees across 5 departments including Finance, Operations, Education, Consultant, Analytics.

What is the largest department at True North Advisors?

The largest department at True North Advisors is Operations with 3 employees.

Where are True North Advisors employees located globally?

True North Advisors has employees across 2 continents and 4 countries including India, Pakistan, United States Of America, Canada.

How has True North Advisors's team size changed over time?

True North Advisors's team has grown from approximately 47 to 50 employees based on available data.

True North Advisors Employee Directory

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.

True North Advisors Global Highlights

North America
109

United States Of America
108
Canada
1

Asia
2

India
1
Pakistan
1

True North Advisors's Leadership

B. H.
Partner, Senior Wealth Manager
Mobile Phone
Email
J. R.
Partner
Mobile Phone
Email
J. M.
Director Of Investments - Private Markets
Mobile Phone
Email
M. P.
Senior Director Of Investments
Mobile Phone
Email
D. W.
Director Of Investor Relations
Mobile Phone
Email
G. R. K.
Director
Mobile Phone
Email
J. S.
Director Of Wealth Planning
Mobile Phone
Email
V. R.
Senior Director Of Client Operations
Mobile Phone
Email

True North Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Human Resources
Branding
Business
Other
Community & Social Services

Contact profiles from True North Advisors

Name

Title

Contact

Location

Last Update

B. H.
Partner, Senior Wealth Manager
Mobile Phone
Email
Bay
Jun 25, 2026
J. R.
Partner
Mobile Phone
Email
Oct 17, 2024
J. M.
Director Of Investments - Private Markets
Mobile Phone
Email
Aug 29, 2026
M. P.
Senior Director Of Investments
Mobile Phone
Email
Jun 08, 2026
D. W.
Director Of Investor Relations
Mobile Phone
Email
Aug 05, 2026
G. R. K.
Director
Mobile Phone
Email
Canada
Apr 13, 2026
J. S.
Director Of Wealth Planning
Mobile Phone
Email
Jun 26, 2026
V. R.
Senior Director Of Client Operations
Mobile Phone
Email
Sep 01, 2026
R. C.
Director Of Education
Mobile Phone
Email
Oct 17, 2024
S. R.
Senior Wealth Manager
Mobile Phone
Email
Jun 27, 2026

Frequently Asked Questions

What is True North Advisors known for?

True North Advisors was founded in 2000 and operates in the Financial Services industry. You can contact True North Advisors's main corporate office by phone at

+1-214-360-****

. Explore True North Advisors's company overview page for more information.

What is True North Advisors's most common email format?

True North Advisors employees' email format typically follows the pattern of FLast@truenorthadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more True North Advisors email formats with LeadIQ.

How many employees does True North Advisors have currently?

True North Advisors has approximately 87 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are True North Advisors's key employees and leadership?

As of August 2026, True North Advisors's key employees include:

Partner, Senior Wealth Manager: B. H.
Partner: J. R.
Director Of Investments - Private Markets: J. M.
Senior Director Of Investments: M. P.
Director Of Investor Relations: D. W.

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True North Advisors Employee Directory

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