Generational Wealth Advisors Honored by D Magazine as a 2026 Top Wealth Manager

DALLAS--(BUSINESS WIRE)--Generational Wealth Advisors (GWA) is proud to announce that it has been recognized by D Magazine as a Top Wealth Manager for the 16th time, continuing the firm’s strong record among Dallas–Fort Worth wealth management firms. The 2026 selection honors firms and teams that meet established standards for assets under management, client retention, fiduciary responsibility, and professional standing.

“Business owners face important financial decisions long before and after a transaction,” said Brent Everett, Founder and CIO of Generational Wealth Advisors. “Our goal is to bring clarity to those decisions through thoughtful planning, disciplined investment management, and relationships built on trust. We are grateful to be recognized among the region’s top wealth management firms.”

As part of Generational Group, one of North America’s leading middle-market investment banking firms, GWA provides business owners with comprehensive wealth management and pre-exit planning strategies, including:

• Customized planning that aligns with long-term goals, optimizes tax efficiency, and prepares clients for life after a business transition
• Investment portfolio management with a focus on growth, preservation, and risk management
• Family office services

“Generational Wealth Advisors plays an important role in helping business owners think beyond the sale of their companies,” said Ryan Binkley, President and CEO of Generational Group. “This recognition reflects the team’s commitment to helping clients prepare for their next chapter and make informed decisions about their wealth. I congratulate the entire GWA team on this achievement.”

For more information about GWA, please contact Gina Aldaz, Managing Director of Client Development, at [e-mail].

Award Disclosure – 2026 D Magazine Top Wealth Managers

D Magazine asked every wealth management firm and team in the Dallas–Fort Worth chapter of the Financial Planning Association, the Chartered Financial Analyst Institute, and the Investments & Wealth Institute to provide information about their practices. To qualify, firms or teams were required to have at least $100 million in total assets under management for individual clients; average assets under management per client of at least $1 million; a client-retention rate of at least 95 percent over the previous two years; and no current disciplinary actions. All firms or teams applying separately from their parent companies were required to have been in existence for at least five years as of the June 5, 2026, application deadline. They were also required to hold themselves out as fiduciaries for clients and provide a written disclosure. A panel of esteemed local wealth managers reviewed the final list. Of the 62 firms and teams that applied, 53 were selected. All figures were current as of the application deadline.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement by the advisor or by any client, nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.

About Generational Wealth Advisors

Generational Wealth Advisors is an award-winning wealth management firm based in Texas that serves a national client base, with more than $1.5 billion in assets under management. The firm’s team of financial professionals delivers independent and objective advice, working on behalf of clients and making decisions based on their needs, not on incentives to favor a particular strategy, asset class, fund manager, or service provider. Its strategies focus on what has been proven, over time, to produce results.

Generational Wealth Advisors is an independent Registered Investment Advisor regulated by the United States Securities and Exchange Commission and does not provide legal or tax advice. Please see important disclosure information, including details on award methodology, at: www.generationalwealthadv.com/disclosure-information.

About Generational Group

Generational Group, headquartered in Dallas, TX, is a leading, award-winning full-service M&A advisory firm. Generational has over 350 professionals across 17 offices in North America. The firm empowers business owners to unlock the full value of their companies through a comprehensive suite of services—including M&A advisory, exit planning education, business valuation, strategic growth advisory, wealth advisory, and digital solutions.

Celebrating its 21^st year, Generational has successfully closed over 1,900 transactions and has ranked #1 or #2 in all LSEG league tables for deals valued between $25 million and $1 billion in 2024 and 2025.

The firm was named the 2025 USA Investment Banking Firm of the Year by the Global M&A Network and recognized as Investment Banking Firm of the Year by The M&A Advisor in 2024 and 2025.