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IWP Ranked #367 of Top RIAs

July 21, 2022 

The 2022 July/August issue of the Financial Advisor magazine released a list of the largest Registered Investment Advisors across the United States. The components included in the ranking are the total assets under management (AUM), growth percentage, assets per client, growth percentage in assets per client, and the percent change in the number of clients. Insight Wealth Partners is thrilled to be ranked as #367 with our AUM listed over $760 million at the end of 2021.

Click Here to for the Full List of Top RIAs

Josh Hargrove Speaks on Career Opportunities in Finance

June 9, 2022 

Insight Wealth Partners is proud to share Josh Hargrove was featured as an expert source by Forage in an article regarding careers in finance. This article was created to be a resource geared towards students and early talent exploring future job opportunities.

Click Here to View the Article

April 10th, 2022

Insight Wealth Partners is proud to announce David Dryden as a Forbes/Shook 2022 Best-In-State Wealth Advisor. Forbes/Shook extensively evaluates each of the submissions by using a complex algorithm and conducting personal interviews with the top candidates. Dryden was chosen as one of the 132 advisors in Texas, and IWP is honored that his accomplishments are recognized by such a prestigious award.

 

Click Here for the Full List of Forbes Best-In-State Wealth Advisors

December 3rd, 2021

This holiday season, your Insight Wealth Partners team had the honor of serving at the North Texas Food Bank. The mission of the North Texas Food Bank is to help eliminate the hunger disparity in North Texas by proving access to nutritious food.

 

The IWP team was fortunate and humbled to spend the day at the distribution center sorting and packing boxes of food. At North Texas Food Bank distribution center, millions of meals are distributed through the North Texas Food Bank’s Partner Agencies and feeding programs. This year, with the help and support of the community, the North Texas Food Bank provided 125.6 million meals to kids, seniors, and families in need.

 

Insight Wealth Partners is grateful for the support of you, our clients, in helping make it possible for us to donate and serve the community and this worthy organization in such a priceless way.

November 17th, 2021

In November of 2021, D Magazine recognized David Dryden CFP®, ChFC™, MS and Josh Hargrove CFP®, as two of the Best Financial Planners in 2021. Intriguingly, this is David’s tenth consecutive year to be recognized.

Every year, D Magazine request all CERTIFIED FINANCIAL PLANNER™ Practitioners of the DFW Chapter and of the Financial Planning Association vote for their peers. Ballots cast outside of a firm carry more weight. Additionally, once the elections are submitted, a panel of respected financial planning professionals evaluate the submissions to finalize the list of the top local advisors.

 

David & Josh are honored to be recognized by fellow planners and chosen by D Magazine for their outstanding advice and quality care they offer to their clients.

August 31, 2021

The 2021 July/August issue of the Financial Advisor magazine released a list of the largest Registered Investment Advisors across the United States. The components included in the ranking are the total assets under management (AUM), growth percentage, assets per client, growth percentage in assets per client, and the percent change in the number of clients. Insight Wealth Partners is thrilled to be ranked as #414 with our AUM listed over $569 million at the end of 2020.

Click Here for the Full List of Top RIAs

February 25, 2021

Insight Wealth Partners is proud to announce David Dryden as a Forbes 2021 Best-In-State Wealth Advisor. Forbes extensively evaluates each of the submissions by using a complex algorithm and conducting personal interviews with the top candidates. Dryden was chosen as one of the 132 advisors in Texas, and IWP is honored that his accomplishments are recognized by such a prestigious award.

 

Click Here for the Full List of Forbes Best-In-State Wealth Advisors

February 24, 2021

Insight Wealth Partners is delighted to announce that David Dryden, Travis Carter, Ryan Ferguson, and Kevin Brown have been awarded the prestigious Five Star Professional Wealth Manager titles for 2021. This honor is presented by Texas Monthly Magazine and Five Star Professional organization, which conducts extensive research on wealth managers regionally to select advisors who display extraordinary service to their clients. To receive the award, an advisor must satisfy ten objective criteria that are associated with wealth management, including a favorable, disciplinary and compliant history review and a minimum of five-year client retention rate. No more than seven percent of the wealth managers in a market receive the award Dryden, Carter, Ferguson, and Brown were nominated as advisors who provide the upmost service, commitment, and care to their clients. You can find the IWP advisors on the Five Star Professional website in the link below.

 

Click Here to Learn More About Five Star Professional.

January 6, 2021

As we begin 2021, we want to thank you again for your continued trust and confidence in us as your financial advisors.  We know that you have a choice in advisors, and we are truly grateful that you allow us to partner with us for your financial advisory needs.

We wanted to share with you how we helped our community during the holiday season.  One of our firm's guiding principles is stewardship. Thank you for allowing us to serve you with your financial advisory needs, and thank you for partnering with us to help our community. 

December 15, 2020

In December of 2020, D Magazine recognized David Dryden CFP®, ChFC™, MS, one of our partners, as a Best Financial Planner in 2020, for the ninth consecutive year. Every year, D Magazine request all CERTIFIED FINANCIAL PLANNER™ Practitioners of the DFW Chapter and of the Financial Planning Association vote for their peers. Importantly, ballots cast outside of a firm carry more weight. Additionally, once the elections are submitted, a panel of respected financial planning professionals evaluate the submissions to finalize the list of the top local advisors. David is elated to be recognized by fellow planners and chosen by D Magazine for his outstanding advice and quality care that he offers to his clients.

December 9, 2020

Insight Wealth Partners is delighted to announce our newest team member and financial advisor, Ross Powell. Ross bring a wealth of financial knowledge and passion for people.

We are excited to have Ross as a part of our team and can't wait to share his love for serving, finance and people. To learn more about Ross, click here.

January 6, 2020

As we begin 2020, we want to thank you again for your continued trust and confidence in us as your financial advisors.  We know that you have a choice in advisors, and we are truly grateful that you allow us to partner with us for your financial advisory needs.

We wanted to share with you how we helped our community during the holiday season.  One of our firm's guiding principles is stewardship. Thank you for allowing us to serve you with your financial advisory needs, and thank you for partnering with us to help our community. 

December 6, 2019

In November of 2019, D Magazine recognized David Dryden CFP®, ChFC™, MS, one of our partners, as a Best Financial Planner in 2019, for the eighth consecutive year. Annually, D Magazine request all CERTIFIED FINANCIAL PLANNER™ Practitioners of the DFW Chapter and of the Financial Planning Association vote for their peers. It is important to note, ballots cast outside of a firm carry more weight. Further, once the elections are submitted, a panel of respected financial planning professionals evaluate the submissions to finalize the list of the top local advisors. David is honored to be recognized by fellow planners and chosen by D Magazine for his outstanding advice and quality care that he offers to his clients.

July 23, 2019

In July, the Financial Advisor Magazine released the 2019 list of every Registered Investment Advisor across the United States. The components included in the ranking are the total assets under management (AUM), growth percentage, assets per client, growth percentage in assets per client, and the percent change in the number of clients. Insight Wealth Partners is pleased to be listed at #488, with our AUM over $331 million.

December 6, 2018

Insight Wealth Partners is pleased to announce that one of our partners, David Dryden CFP®, ChFC™, MS was recognized by D Magazine as a Best Financial Planner in 2018, for the seventh consecutive year. D Magazine sends out an annual request to all CERTIFIED FINANCIAL PLANNER™ Practitioners of the DFW Chapter of the Financial Planning Association to vote for their peers, and ballots cast outside of a firm carry more weight. Once the elections are submitted, a panel of respected financial planning professionals evaluates the submissions to finalize the list of the top local advisors. David is honored and delighted to be recognized by fellow planners and chosen by D Magazine for outstanding advice and quality care he offers to his clients as "Best Financial Planners."

October 24, 2018

Insight Wealth Partners is delighted to announce our newest team member and financial planner, Josh Hargrove.  Josh brings a passion for serving families, providing guidance, and a teacher's heart in every meeting he holds, whether it's with existing or prospective clients. 

 

We are excited to have Josh’s passion for serving, teacher’s heart, and his creative drive added to the IWP leadership, and we are thrilled that he is part of our continually growing, talented team.  To learn more about Josh, click here.

Ryan Ferguson Named to 2018 Forbes Top Next-Gen Advisors 

July 25, 2018

Insight Wealth Partners is pleased to share that Ryan Ferguson has been awarded with a ranking in the prestigious Forbes Magazine's Top Next Generation Wealth Advisors for 2018. The advisors are ranked based on quantitative and qualitative criteria: assets under management, client retention, investment process, experience, and more. Click here for full news article.

 

Click here to read about the methodology behind ranking advisors.

Click here for a full list of Top Next-Gen Wealth Advisors, 2018. 

Insight Wealth Parnters Listed in Financial Advisor Magazine as Top RIA

July 05, 2018

Financial Advisor Magazine annually compiles a list of every Registered Investment Advisor across the United States. The characteristics considered in the ranking are the total assets under management (AUM), growth percentage, assets per client, growth percentage in assets per client, and percent change in number of clients. IWP is honored to be listed at #499, with our AUM over $437 million as of July 2018. 

Click here to see the full Financial Advisor’s 2018 Annual RIA Ranking.

Insight Wealth Partners Welcomes Newest Advisor

March 05, 2018

Insight Wealth Partners is pleased to announce our newest member and financial advisor, Kevin Brown. Kevin brings a wealth of knowledge in the financial industry and a passion for building relationships. Kevin focuses on determining what is truly important in his clients’ lives so that he can help create and implement successful solutions that aid in solving life’s complicated decisions.

We are thrilled to have Kevin’s servant heart and thoughtful leadership added to the skilled & compassionate IWP team.

Click here to for Kevin's full bio.

David Dryden named as a 2018 Forbes Best-In-State Wealth Advisor

January 01, 2018

Insight Wealth Partners is proud to announce David Dryden as a Forbes 2018 Best-In-State Wealth Advisor. Forbes extensively evaluates each of the submissions by using a complex algorithm and conducting personal interviews with the top candidates. Dryden was chosen as one of the 126 advisors in Texas, and IWP is honored that his accomplishments are recognized by such a prestigious award.

Click Here for Full List of Forbes Best-In-State Wealth Advisors.

D Magazine Names IWP as a Top Wealth Manager in Dallas

November 01, 2017

Insight Wealth Partners is pleased to announce that we have once again been honored as one of the Top Wealth Managers in Dallas by D Magazine. IWP was one of twenty-four firms selected by the publication based on total assets under management, average assets for each household, client retention, experience, and the recommendations of a panel of esteemed local wealth managers. We are honored to be among this elite group of wealth managers and thrilled to be recognized by D Magazine. 

Click Here for the D Magazine 2017 List of Top Wealth Managers.

IWP Managing Partners named Best Financial Planners in 2017

November 01, 2017

Insight Wealth Partners is thrilled to announce that two of our Partners, David Dryden and Ryan Ferguson, were recognized by D Magazine as Best Financial Planners in 2017, Dryden for the sixth consecutive year. David and Ryan are each honored and delighted to be recognized by fellow planners and chosen by D Magazine for outstanding advice and quality care they offer their clients as "Best Financial Planners."

Summary of D Magazine’s Top Wealth Managers in Dallas Award and Criteria

Ryan Ferguson Named to 2017 Forbes Top Next-Gen Advisors

July, 26, 2017

Insight Wealth Partners is thrilled to announce as of July 26, 2017, Ryan Ferguson has been honored with a ranking in the prestigious Forbes Magazine's Top Next Generation Wealth Advisors for 2017 as one of the top 500 advisors from across the country. The advisors are chosen based on quantitative and qualitative criteria: assets under management, client retention, investment process, experience, and more. Insight Wealth Partners is delighted that Ryan's achievements are recognized by such significant award, and we are bless to have him as a managing partner and team member. 

Click here for Link to Forbes Top Next-Gen Wealth Advisors, State-By-State.

Insight Wealth Partners Listed in Finanial Advisor Magazine as a Top RIA

July, 05, 2017

Financial Advisor Magazine annually compiles a list of every Registered Investment Advisor across the United States. The characteristics the ranking considers is total assets under management (AUM), growth percentage, assets per client, growth percentage in assets per client, and the percent change in number of clients. In 2017, IWP is honored to be listed at #367, with out AUM over $386 million as of July 2017.

Click here to see the full Financial Advisor’s 2017 Annual RIA Ranking.

IWP Named to 2017 Financial Times 300 Top RIA List:

June, 22, 2017

Insight Wealth Partners is delight to announce that as of June 22, 2017, the Financial Times has named our firm in their list of 300 Top Registered Investment Advisors for the second consecutive year. Financial Times bases its selection quantitatively and qualitatively, from the RIAs listed in the U.S. Securities and Exchange Commission and wealth advisories with more than $300 million in assets under management to overall desirable traits in RIAs. IWP is honored to be placed in this list as one of the 23 leading firms in Texas.

Click here for Link to FT Top 300 List.

Insight Wealth Partners Welcomes Our Newest Analyst

May, 29, 2017

Insight Wealth Partners is delighted to announce our newest team member and analyst, Chris Weatherly.  Chris bring a passion for people, learning, and finance.

 

We are excited to have Chris as a part of our team and can't wait to share his love for serving, finance and people. To learn more about Chris, click here.

David Dryden, Ryan Ferguson, Chad Lowe, and Wayne Smith Named 2017 Five Star Wealth Managers

May, 29, 2017

Insight Wealth Partners is delighted to announce that David Dryden, Ryan Ferguson, Chad Lowe, and Wayne Smith III have been awarded the prestigious Five Star Professional Wealth Manager titles for 2017. This honor is presented by Texas Monthly Magazine and Five Star Professional organization, which conducts extensive research on wealth managers regionally to select advisors who display extraordinary service to their clients. To receive the award, an advisor must satisfy ten objective criteria that are associated with wealth management, including a favorable, disciplinary and compliant history review and a minimum of five-year client retention rate. No more than seven percent of the wealth managers in a market receive the award Dryden, Ferguson, Lowe, and Smith were nominated as advisors who provide the upmost service, commitment, and care to their clients. You can find the IWP advisors on the Five Star Professional website in the link below.

Click Here to Learn More About Five Star Professional.

Click Here for a PDF Summary of the Five Star Wealth Manager Award and Criteria.

David Dryden and Wayne Smith Named Best Financial Planners in 2016

November 01, 2016

Insight Wealth Partners is delighted to announce that two of our partners, David Dryden and Wayne Smith were recognized by D Magazine as Best Financial Planners in 2016, Dryden for the fifth consecutive year. D Magazine sends out an annual request to all CERTIFIED FINANCIAL PLANNER™ Practitioners of the Dallas-Fort Worth Chapter of the Financial Planning Association to vote for their peers, and ballots cast outside of a firm carry more weight. Once the elections are submitted, a panel of respected financial planning professionals evaluate the submissions to finalize the lost of the top local advisors. David and Wayne are each honored to be recognized by fellow planners and chosen by the D Magazine panel for the outstanding advice and quality care they offer to their clients as "Best Financial Planners."

Summary of D Magazine’s Top Wealth Managers in Dallas Award and Criteria.

D Magazine Names IWP as Top Wealth Manager in Dallas

November 01, 2016

Insight Wealth Partners is pleased to announce that we have been selected once again as one of the Top Wealth Managers in Dallas by D Magazine. IWP was on of 24 firms selected by the publication based on total assets under management, average assets per family, client retention, experience, and the recommendations of a panel of esteemed Dallas-area wealth managers. We are honored to be among this elite group of wealth managers. 

Click Here for the D Magazine 2016 List of Top Wealth Managers.

Chad Lowe, David Dryden, and Ryan Ferguson Named 2016 Five Star Wealth Managers

August 01, 2016

Three of Insight Wealth Partners advisors have been honored to receive the 2016 Five Star Wealth Manager Award. The IWP recipients of the award include Chad Lowe, David Dryden, and Ryan Ferguson. This award comes from Texas Monthly magazine and Five Star Professional, who conducted extensive research on wealth management professionals who provide their clients with exceptional service. The list of Five Star Wealth Managers was featured in the August edition of Texas Monthly Magazine. These IWP advisors can also be found on the Five Star Professional search in the link below. 

Click Here to Learn More About Five Star Professional.

Summary of Five Star Wealth Manager Award and Criteria.

IWP Ranked #366 in Financial Advisor’s 2016 Annual RIA Ranking

July 31, 2016

Each year, Financial Advisor Magazine provides a ranking of all independent RIA's across the United States based on total assets under management. This year, Insight Wealth Partners is pleased to announce that we were ranked #366 for our assets under management. As of Decemer 31, 2015 our assets under management were over $330M. 

Click here to see the full Financial Advisor’s 2016 Annual RIA Ranking.

IWP Named to 2016 Financial Times 300 Top RIA List

June 16, 2016

Insight Wealth Partners is delight to announce that as of June 22, 2017, the Financial Times has named our firm in their list of 300 Top Registered Investment Advisors for the second consecutive year. Financial Times bases its selection quantitatively and qualitatively, from the RIAs listed in the U.S. Securities and Exchange Commission and wealth advisories with more than $300 million in assets under management to overall desirable traits in RIAs. IWP is honored to be placed in this list as one of the 23 leading firms in Texas.

Click here for Link to FT Top 300 List .

Insight Wealth Partners, LLC Named a Top Wealth Manager in Dallas

January 1, 2016

Insight Wealth Partners, LLC, an independently owned financial planning and wealth management firm with over $330 million in assets under management, has been named as one of the Top Wealth Managers in Dallas by D Magazine. The publication, which surveys a panel of esteemed fee based on fee only investment advisors, named IWP among 29 firms as Top Wealth Managers in 2015. 

 

Summary of D Magazine’s Top Wealth Managers in Dallas Award and Criteria.

David Dryden and Travis Carter named Best Financial Planners for Fourth Consecutive Year

January 21, 2016

For the fourth year in a row, David Dryden, CFP®, ChFC®, MS, and Travis Carter CFP® of Insight Wealth Partners, LLC (IWP) have been recognized by D Magazine as Best Financial Planners. As founding principals of IWP, Dryden and Carter together have over four decades of experience delivering expert financial planning advice and asset management to their clients, while maintaining the highest ethical and fiduciary standard. The firm was also named a Top Wealth Manager in Dallas by D Magazine in 2015 for asset levels and client retention.

Both Dryden and Carter have been recognized as Best Financial Planners in Dallas multiple times. In addition, Dryden and Carter have been named recipients of the FIVE STAR Wealth Manager Award in Texas Monthly for several years, reflecting their reputation among clients, peers, and industry experts.

 

Click here for Press Release.

Insight Wealth Partners Welcomes our Newest Partner

January 01, 2015

Insight Wealth Partners is delighted to announce the growth and success of our practice with the promotion of Ryan Ferguson to Managing Partner. Ryan will join David Dryden, Wayne Smith, Travis Carter, and Chad Lowe in stewarding our practice and guiding the harmony of our team’s dedication to our clients. Ryan has been with our team since 2010, and we have been blessed by his educational leadership, dedication to his our team, and the high level of quality service and exceptional care he provides to his clients. “My clients are my top priority, and I am grateful for the confidence and trust that IWP has in my dedication, service, and leadership,” explains Ferguson. As a Certified Public Accountant and a recognized FIVE STAR Wealth Manager, Ryan adds a new level of professionalism to our team’s already outstanding repertoire of accolades. Insight Wealth Partners is looking forward to the triumphs of the New Year with our ever-growing accomplished team.

Insight Team Volunteers with CACCC

December 30, 2014

This holiday season, your Insight Wealth Partners team had the honor of serving with the Children’s Advocacy Center of Collin County’s annual Holiday Project Toy Store. The mission of the Children's Advocacy Center of Collin County is to provide safety, healing and justice to children victimized by abuse or neglect. The IWP team spent the day accepting donations and setting up the store for parents and guardians to “shop” for gifts for their children. This year, with the help and support of the community, the CACCC was able to make the holiday season a little brighter by providing gifts to over 1,200 abused and neglected children. Insight Wealth Partners is grateful for the support of you, our clients, in helping make it possible for us to serve the community and this worthy organization in such a priceless way.

David Dryden and Travis Carter named “Best Financial Planners” in 2014

November 12, 2014

avid Dryden, CFP®, ChFC®, MS, and Travis Carter, CFP® of Insight Wealth Partners, LLC,  once again, have been recognized by D Magazine as Best Financial Planners in 2014. Each year, at the request D Magazine, local CERTIFIED FINANCIAL PLANNER™ Practitioners of the Dallas-Fort Worth Chapter of the Financial Planning Association cast ballots for a fellow CERTIFIED FINANCIAL PLANNER™ Practitioner. With the most weight given to outside-firm votes, a panel of esteemed local financial planning professionals reviews the catalog of highest-voted planners and finalizes the annual list of the “Best Financial Planners”. David and Travis are again honored to be recognized by their local industry peers for the quality of advice and service they provide to their clients.

Click here for Press Release.

Click her for D Magazine Profile.

Summary of D Magazine’s Top Wealth Managers in Dallas Award and Criteria.

David Dryden and Travis Carter named “Best Financial Planners” in 2013

October 30, 2013

avid Dryden, CFP®, ChFC®, MS, and Travis Carter, CFP® of Insight Wealth Partners, LLC,  once again, have been recognized by D Magazine as Best Financial Planners in 2014. Each year, at the request D Magazine, local CERTIFIED FINANCIAL PLANNER™ Practitioners of the Dallas-Fort Worth Chapter of the Financial Planning Association cast ballots for a fellow CERTIFIED FINANCIAL PLANNER™ Practitioner. With the most weight given to outside-firm votes, a panel of esteemed local financial planning professionals reviews the catalog of highest-voted planners and finalizes the annual list of the “Best Financial Planners”. David and Travis are again honored to be recognized by their local industry peers for the quality of advice and service they provide to their clients.

Click here for Press Release.

Insight Wealth Partners' Managing Partners Named 2013 Five Star Wealth Managers

July 13, 2013

Insight Wealth Partners is pleased to announce that five of its advisors have been named recipients of the 2013 Five Start Wealth Manager Award. The IWP recipients of the award include M. Chad Lowe, Wayne Smithy, Travis Carter, David Dryden, and Ryan Ferguson. This prestigious award comes from Texas Monthly magazine and Five Star Professional, who conducted extensive research on wealth management professionals who provide their clients with exceptional service. See the detailed Press release for more information. 

Click here for Press Release.

Summary of Five Star Wealth Manager Award and Criteria.

David Dryden Among “Best of Best” Financial Advisors Attending Barron’s Winner’s Circle

March 03, 2012

David Dryden was recently honored by Barron's magazine and selected to attend their prestigious, invitation only Winner's Circle Top Independent Advisors Summit held this year in Phoenix, AZ. See the detailed press release for more information. 

Click here for Press Release.

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Best Financial Planner

D Magazine

2013-2021

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Top RIA

Financial Advisor Magazine

2016-2019, 2021, 2022

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Top Next-gen Advisor

Forbes Magazine

2017-2019

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Best-in-State Wealth Advisor

Forbes Magazine

2018; 2021-2022

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Top Wealth Manager

D Magazine

2016-2018, 2021, 2022

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Five Star Wealth Manager

Texas Monthly

2013-2019