WFG ADVISORS, LP
CRD #125073 SEC #801-61945 DALLAS, TX 972-661-8700
SEC Registered Disclosures
Total AUM
$1.5B
Discretionary
$1.4B
Employees
156
Clients
--
Accounts
8,500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2017 | $1.5B | $1.4B | $68.5M | 156 | 6,600 |
| Jun 2017 | $1.5B | $1.4B | $68.5M | 156 | 6,600 |
| Apr 2017 | $1.5B | $1.4B | $68.5M | 156 | 6,600 |
| Aug 2016 | $1.5B | $1.4B | $68.5M | 156 | 6,600 |
| Aug 2016 | $1.5B | $1.4B | $68.5M | 156 | 6,600 |
| Mar 2016 | $1.5B | $1.4B | $112.7M | 162 | 6,600 |
| Jan 2016 | $1.5B | $1.4B | $112.7M | 162 | 6,600 |
| Sep 2015 | $1.5B | $1.4B | $112.7M | 162 | 6,600 |
| Feb 2015 | $1.8B | $1.3B | $583.5M | 191 | 6,600 |
| Oct 2014 | $1.8B | $1.3B | $583.5M | 191 | 6,600 |
| Sep 2014 | $1.8B | $1.3B | $583.5M | 191 | 6,600 |
| Aug 2014 | $1.3B | $1B | $234.3M | 214 | 6,600 |
| Jul 2014 | $1.3B | $1B | $234.3M | 214 | 6,600 |
| May 2014 | $1.3B | $1B | $234.3M | 214 | 6,600 |
| Mar 2014 | $1.3B | $1B | $234.3M | 214 | 6,600 |
| Mar 2014 | $1.3B | $1B | $234.3M | 214 | 6,600 |
| Sep 2013 | $1.3B | $1B | $234.3M | 214 | 6,600 |
| Sep 2013 | $1.2B | $952.4M | $266.3M | 10 | 6,600 |
| Jun 2013 | $1.2B | $952.4M | $266.3M | 10 | 6,600 |
| Oct 2012 | $1.2B | $952.4M | $266.3M | 51 | 6,600 |
| Feb 2012 | $889.5M | $573.6M | $315.9M | 51 | 4,000 |
| Jul 2011 | $667.3M | $457.4M | $209.9M | 51 | -- |
| Apr 2011 | $667.3M | $457.4M | $209.9M | 51 | -- |
| Mar 2011 | $667.3M | $457.4M | $209.9M | 51 | -- |
| Mar 2011 | $667.3M | $457.4M | $209.9M | 51 | -- |
| Sep 2010 | $667.3M | $457.4M | $209.9M | 51 | -- |
| Sep 2009 | $445.1M | $255.1M | $190M | 51 | -- |
| Sep 2008 | $428.2M | $193.5M | $234.7M | -- | -- |
| Dec 2007 | $926.8M | $161.4M | $765.3M | -- | -- |
| Nov 2007 | $926.8M | $161.4M | $765.3M | -- | -- |
| Oct 2007 | $926.8M | $161.4M | $765.3M | -- | -- |
| Oct 2007 | $955.7M | $59M | $896.7M | -- | -- |
| Sep 2007 | $955.7M | $59M | $896.7M | -- | -- |
| Dec 2006 | $955.7M | $59M | $896.7M | -- | -- |
| Mar 2006 | $955.7M | $59M | $896.7M | -- | -- |
| Sep 2005 | $955.7M | $59M | $896.7M | -- | -- |
| Jun 2005 | $955.7M | $59M | $896.7M | -- | -- |
| May 2005 | $955.7M | $59M | $896.7M | -- | -- |
| Jan 2005 | $96.7M | $64.5M | $32.2M | -- | -- |
| Jan 2005 | $96.7M | $64.5M | $32.2M | -- | -- |
| Jun 2004 | $96.7M | $64.5M | $32.2M | -- | -- |
| Jan 2004 | $96.7M | $64.5M | $32.2M | -- | -- |
| Dec 2003 | $663 | $399 | $264 | -- | -- |
DateSep 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$68.5M
Employees156
Clients6,600
DateJun 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$68.5M
Employees156
Clients6,600
DateApr 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$68.5M
Employees156
Clients6,600
DateAug 2016
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$68.5M
Employees156
Clients6,600
DateAug 2016
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$68.5M
Employees156
Clients6,600
DateMar 2016
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$112.7M
Employees162
Clients6,600
DateJan 2016
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$112.7M
Employees162
Clients6,600
DateSep 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$112.7M
Employees162
Clients6,600
DateFeb 2015
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$583.5M
Employees191
Clients6,600
DateOct 2014
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$583.5M
Employees191
Clients6,600
DateSep 2014
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$583.5M
Employees191
Clients6,600
DateAug 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$234.3M
Employees214
Clients6,600
DateJul 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$234.3M
Employees214
Clients6,600
DateMay 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$234.3M
Employees214
Clients6,600
DateMar 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$234.3M
Employees214
Clients6,600
DateMar 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$234.3M
Employees214
Clients6,600
DateSep 2013
Total AUM$1.3B
Discretionary$1B
Non-Disc.$234.3M
Employees214
Clients6,600
DateSep 2013
Total AUM$1.2B
Discretionary$952.4M
Non-Disc.$266.3M
Employees10
Clients6,600
DateJun 2013
Total AUM$1.2B
Discretionary$952.4M
Non-Disc.$266.3M
Employees10
Clients6,600
DateOct 2012
Total AUM$1.2B
Discretionary$952.4M
Non-Disc.$266.3M
Employees51
Clients6,600
DateFeb 2012
Total AUM$889.5M
Discretionary$573.6M
Non-Disc.$315.9M
Employees51
Clients4,000
DateJul 2011
Total AUM$667.3M
Discretionary$457.4M
Non-Disc.$209.9M
Employees51
Clients--
DateApr 2011
Total AUM$667.3M
Discretionary$457.4M
Non-Disc.$209.9M
Employees51
Clients--
DateMar 2011
Total AUM$667.3M
Discretionary$457.4M
Non-Disc.$209.9M
Employees51
Clients--
DateMar 2011
Total AUM$667.3M
Discretionary$457.4M
Non-Disc.$209.9M
Employees51
Clients--
DateSep 2010
Total AUM$667.3M
Discretionary$457.4M
Non-Disc.$209.9M
Employees51
Clients--
DateSep 2009
Total AUM$445.1M
Discretionary$255.1M
Non-Disc.$190M
Employees51
Clients--
DateSep 2008
Total AUM$428.2M
Discretionary$193.5M
Non-Disc.$234.7M
Employees--
Clients--
DateDec 2007
Total AUM$926.8M
Discretionary$161.4M
Non-Disc.$765.3M
Employees--
Clients--
DateNov 2007
Total AUM$926.8M
Discretionary$161.4M
Non-Disc.$765.3M
Employees--
Clients--
DateOct 2007
Total AUM$926.8M
Discretionary$161.4M
Non-Disc.$765.3M
Employees--
Clients--
DateOct 2007
Total AUM$955.7M
Discretionary$59M
Non-Disc.$896.7M
Employees--
Clients--
DateSep 2007
Total AUM$955.7M
Discretionary$59M
Non-Disc.$896.7M
Employees--
Clients--
DateDec 2006
Total AUM$955.7M
Discretionary$59M
Non-Disc.$896.7M
Employees--
Clients--
DateMar 2006
Total AUM$955.7M
Discretionary$59M
Non-Disc.$896.7M
Employees--
Clients--
DateSep 2005
Total AUM$955.7M
Discretionary$59M
Non-Disc.$896.7M
Employees--
Clients--
DateJun 2005
Total AUM$955.7M
Discretionary$59M
Non-Disc.$896.7M
Employees--
Clients--
DateMay 2005
Total AUM$955.7M
Discretionary$59M
Non-Disc.$896.7M
Employees--
Clients--
DateJan 2005
Total AUM$96.7M
Discretionary$64.5M
Non-Disc.$32.2M
Employees--
Clients--
DateJan 2005
Total AUM$96.7M
Discretionary$64.5M
Non-Disc.$32.2M
Employees--
Clients--
DateJun 2004
Total AUM$96.7M
Discretionary$64.5M
Non-Disc.$32.2M
Employees--
Clients--
DateJan 2004
Total AUM$96.7M
Discretionary$64.5M
Non-Disc.$32.2M
Employees--
Clients--
DateDec 2003
Total AUM$663
Discretionary$399
Non-Disc.$264
Employees--
Clients--