True North Advisors, LLC

RIASEC RegisteredEst. 2006

Total AUM

$5.4B

Discretionary

$5B

93% of AUM

Avg account

$1M

Accounts

5,298

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 116048
Registered since: February 21, 2006
Website: truenorthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI69.91%
Pooled Investment Vehicles20%
Corporations / Businesses6.88%
Individuals2.51%
Charitable Organizations0.7%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

True North Advisors, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2006. The firm serves both individual/family and institutional clients, offering financial planning and discretionary portfolio management across individual, pooled-vehicle and institutional mandates. Its adviser toolkit includes selection of subadvisers, pension consulting and serving as sponsor or general partner for pooled investment vehicles; the firm is also identified as a capital allocator. Fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees. The firm’s snapshot flags it as not an active ESG investor. True North’s public profile includes recognition from industry outlets: FA Magazine named it among Top RIA Firms in 2020, and Forbes listed it among America’s Top RIA Firms in both 2023 and 2024.