*D Magazine 2025 Best Financial Planners & 2025 Top Wealth Managers Ranking
The ranking/rating was given October 1, 2025 and is based on the 2025 calendar year; Additional years awarded:
- D Magazine Top Wealth Managers
- New Dimensions Wealth Management LLC 2025, 2024
- Best Financial Planners
- Lance: 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016,
2015, 2013, 2012, 2010
- Tiffany: 2025, 2021, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012,
2010
- D Magazine is the third-party that created and tabulated the rating;
- No compensation has been provided directly or indirectly by New Dimensions Wealth
Management, Lance Alston or Tiffany Finney-Johnson in connection with obtaining or
using the third-party rating.
- The criteria on which the ranking/rating was based is listed below;
STEP 1 NOMINATIONS
D Magazine asks every Certified Financial Planner in the Dallas-Fort Worth chapter of the Financial
Planning Association to cast an online ballot. They are asked to name peers, both inside and outside their
firms, whom they considered to be the most skilled and experienced financial planners in the industry.
Outside-firm votes count more than inside-firm votes. Nominating financial planners must:
- Be a Certified Financial Planner in good standing.
- Be a member of the Financial Planning Association.
- Currently practice within our geographic boundaries of: Addison, Allen, Anna, Argyle, Arlington, Aubrey, Balch, Springs, Bartonville, Bedford, Carrollton, Cedar, Hill, Celina, Cockrell, Hill, Colleyville, The Colony, Combine, Copeville, Coppell, Copper, Canyon, Corinth, Cross, Roads, Dallas, Denton, DeSoto, Duncanville, Euless, Fairview, Farmers, Branch, Farmersville, Ferris, Flower, Mound, Forney, Frisco, Garland, Glenn Heights, Grand Prairie, Grapevine, Hackberry, Heath, Highland Park, Highland Village, Hurst, Hutchins, Irving, Keller, Krugerville, Lake Dallas, Lancaster, Lantana, Lavon, Lewisville, Lincoln Park, Little Elm, Lowry Crossing, Lucas, Mansfield, McKinney, Melissa, Mesquite, Murphy, North Richland Hills, Ovilla, Parker, Plano, Princeton, Prosper, Richardson, Roanoke, Rockwall, Rowlett, Sachse, St. Paul, Seagoville, Shady Shores, Southlake, Sunnyvale, Trophy Club, University Park, Westlake, Weston, Wilmer, Wylie.
STEP 2 VETTING PROCESS
Votes are tallied and sorted by D Magazine’s editorial staff. The staff does not count:
- Self-nominations
- Duplicate ballots
- Nominees outside of our geographic boundaries mentioned in Step 1.
STEP 3 INDEPENDENT PANEL REVIEW
The remaining votes are vetted by an anonymous panel of esteemed Certified Financial Planners. The
panel changes periodically to ensure consideration is impartial.
D Magazine editors finalize the list by verifying each financial planner’s:
- CFP status
- FPA membership
STEP 4 TOP WEALTH MANAGERS
We ask every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial
Planning Association, the Chartered Financial Analyst Institute, and the Investments and Wealth Institute
to tell us about their practices. Top Wealth Managers are selected based on the following criteria:
- 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.
- No current disciplinary actions.
- All firms or teams must have been in existence for at least five years as of the application deadline.
- They must hold themselves out as fiduciaries for their clients and provide them with a written disclosure.
- D Magazine editors finalize the list following an independent panel review.
STEP 5 NOTIFICATION
We mail and email congratulatory letters to the Best Financial Planners and Top Wealth Managers in
Dallas. After notification, our sales team is allowed to view the list and offer advertising opportunities to
winners. Advertising dollars have zero impact on the creation of this list. Best Financial Planners and Top
Wealth Managers are featured in our October issue and marked as a Best or Top in our online directory
whether they advertise or not.
