True North Advisors
Founded in 2000 and headquartered in Dallas, TX, True North Advisors is a wealth management firm serving high net worth individuals with investable assets of at least $1 million. They offer asset management, family wealth planning, investments, and business transaction planning solutions.
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Clear Rock Advisors
Acquisition in 2024
Clear Rock Advisors is an investment advisory firm based in Austin, Texas, established in 2015. It provides financial planning, investment advisory, portfolio and wealth management services, focusing on separately managed accounts and investments in securities and other financial instruments. The firm's assets were managed by its executive management team and it operated as a registered investment adviser. In September 2024, Clear Rock Advisors joined True North Advisors, aligning the practice with a larger advisory platform.
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