Wealth manager, independent · Dallas, TX
Guidestone Advisors
Guidestone Advisors, LLC · SEC-registered investment adviser · CRD 149624 · SEC 801-70177
At a glance
Guidestone Advisors is an SEC-registered investment adviser based in Dallas, Texas, with $2.0B in regulatory assets under management as of its Form ADV filed August 11, 2026. It reports 2,087 individual clients, 717 of them high-net-worth, holding an average of about $0.9 million each, and 34 employees. That ranks it 569th among the nation’s 5,657 independent wealth management RIAs and 34th of 367 in Texas. It reports 3 custodians for its clients’ separately managed accounts: Guidestone, BNY and Charles Schwab.
Main office 214-720-6486As filed on Form ADV
- Regulatory AUM
- $2.0B
- Rank among independent wealth managers
- #569 of 5,657
- Rank among all SEC RIAs
- #3,681 of 17,210
- Rank in Texas
- #34 of 367
- Individual clients
- 2,087
- High-net-worth clients
- 717
- Accounts
- 5,004
- Discretionary
- 100% of AUM
- Employees
- 34
- Advisory staff
- 24
- Offices
- 1
Owners and executives on its Form ADV
- Chad M. BaileyPresident
- Jeremy L. HalpinTreasurer
- Robert S. CookChief Compliance Officer, Vice President and Secretary
Custody and brokerage
Broker-dealer
Hybrid RIA
Guidestone Advisors is a hybrid RIA: 31 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Guidestone Financial Services.
- Guidestone Financial Services ↗CRD 148249
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, January 2026
Its Form ADV brochure (filed March 2026) names Guidestone Financial Services as the broker-dealer its advisers are registered with.
Additionally, all advisors are also registered representatives with GFS, allowing them to provide brokerage services to individuals along with the advisory services described in this Brochure.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 717 | $1.1B | 58% |
| Individuals | 1,370 | $810M | 41% |
| Charitable organizations | 1 | $2M | <1% |
| Corporations or other businesses | 1 | $1M | <1% |
Disciplinary disclosures
Guidestone Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Guidestone Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,026 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Inscription Capital, LLCHouston | $2.0B | 414 |
| Corda Investment Management, LLCHouston | $2.0B | 1,359 |
| Balefire, LLCDallas | $2.0B | 1,757 |
| Cfo4lifeCoppell | $1.9B | 877 |
| Austin AssetAustin | $1.9B | 447 |
| Willis Johnson WealthHouston | $1.9B | 578 |
Background
Questions
How much does Guidestone Advisors manage?
Guidestone Advisors reports $2.0B in regulatory assets under management across 5,004 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 11, 2026.
How many clients does Guidestone Advisors have?
It reports 2,087 individual clients: 717 high-net-worth individuals and 1,370 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Guidestone Advisors headquartered?
Its main office is in Dallas, Texas. It reports 1 office in total and 34 employees, 24 of whom perform investment advisory functions.
How does Guidestone Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Guidestone Advisors use?
It reports 3 custodians for its clients’ separately managed accounts: Guidestone, BNY and Charles Schwab. On Schedule D of its Form ADV filed August 11, 2026, it reports these amounts held: Guidestone ($1.6B); BNY ($370M); Charles Schwab ($27M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Guidestone Advisors a hybrid RIA with a broker-dealer?
Guidestone Advisors is a hybrid RIA: 31 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Guidestone Financial Services. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Guidestone Advisors a fiduciary?
As an SEC-registered investment adviser, Guidestone Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 31 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Guidestone Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →