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 an LLC and in business since 2006. The firm operates as a capital allocator for both individual and institutional clients, offering a mix of percentage-of-AUM, fixed-fee, and performance-fee arrangements. Core advisory services include financial planning and discretionary portfolio management across individuals, small businesses, pooled investment vehicles, and institutional clients, plus pension consulting and selection of sub‑advisers. The firm is also active as a sponsor, general partner, and managing member of pooled investment vehicles. The practice does not identify as an ESG investor. It has received industry recognition, including placement on FA Magazine’s Top RIA Firms list in 2020 and appearances on Forbes’ America’s Top RIA Firms lists in 2023 and 2024.