Edge Capital Group is honored to be included in the Dallas Business Journal’s list of the Dallas-Fort Worth Metro Area Wealth Management Firms published on December 1, 2023. We achieved a ranking of #5 out of the 116 eligible firms surveyed.
Bert Rayle, Founding Partner and Senior Wealth Advisor, opened the Dallas office with the team in 2010 to better serve our clients in the Southwest region. While we are honored to be recognized, our true reward is the satisfaction of creating a positive impact in the lives of our clients and the communities we serve. Our culture is about teamwork, collaboration, development and always putting the client first.
On behalf of Edge Capital, we appreciate all of our clients and supporters who allow us to serve them and take care of their families and institutions. We would also like to say thank you to our talented team for your dedication to exceeding expectations and our culture of teamwork, thought leadership and high touch engagement that provides the attention and thought clients deserve.
The Dallas Business Journal surveyed wealth management firms beginning Aug. 1, 2023. The surveys were sent via email to companies who opted-in to the Business Journal’s surveys and met eligibility requirements which included local assets under management, ownership structure, and locations within one of the following counties: Collin, Dallas, Denton, and Tarrant. Out of the 116 eligible firms surveyed, 26 responded. The Dallas Business Journal cannot independently verify information provided by individual companies and did not receive compensation in exchange for placement on the ranking. In case of ties, companies are listed alphabetically. For additional information, please visit www.bizjournals.com/dallas/datacenter/lists/book-of-lists-unlimited.
The Dallas Business Journal did not receive compensation in exchange for placement on the ranking.