Wealth manager, independent · Dallas, TX
Quotient Wealth Partners, LLC
SEC-registered investment adviser · CRD 326819 · SEC 801-128380
At a glance
Quotient Wealth Partners, LLC is an SEC-registered investment adviser based in Dallas, Texas, with $4.9B in regulatory assets under management as of its Form ADV filed September 29, 2026. It reports 2,354 individual clients, 1,168 of them high-net-worth, holding an average of about $2.1 million each, and 60 employees. That ranks it 230th among the nation’s 5,657 independent wealth management RIAs and 13th of 367 in Texas. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Up $302M from $4.6B in its previous filing; rank 248 → 230. This month’s movers →
Main office 469-912-2522quotientwealth.comAs filed on Form ADV
- Regulatory AUM
- $4.9B
- Rank among independent wealth managers
- #230 of 5,657
- Rank among all SEC RIAs
- #2,133 of 17,210
- Rank in Texas
- #13 of 367
- Individual clients
- 2,354
- High-net-worth clients
- 1,168
- Accounts
- 8,088
- Discretionary
- 99% of AUM
- Employees
- 60
- Advisory staff
- 29
- Offices
- 6
Owners and executives on its Form ADV
- Timothy R. HarderManaging Member and Chief Investment Officer
- JONATHAN A. BLUMENTHALManaging Member
- Brandon M RossManaging Member
- Jeffrey E RamseyDirector of Operations, Chief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Quotient Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,168 | $4.0B | 82% |
| Individuals | 1,186 | $870M | 18% |
| Corporations or other businesses | 1 | $1M | <1% |
Disciplinary disclosures
Quotient Wealth Partners, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). 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 ↗quotientwealth.com ↗
AtlasMembers
The full record on Quotient Wealth Partners, LLC
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, 2 years of filings
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- Growth over one, three and five years
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- Rank against 821 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 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 |
|---|---|---|
| True North Advisors, LLCDallas | $5.4B | 1,022 |
| Linscomb Wealth, Inc.Houston | $5.2B | 1,640 |
| Cain, Watters & Associates, LLCFrisco | $5.0B | 2,274 |
| Avidian Wealth SolutionsHouston | $4.8B | 1,866 |
| Frost Investment ServicesSAN Antonio | $3.7B | 3,019 |
| Chilton Capital Management LLCHouston | $3.2B | 908 |
Background
Questions
How much does Quotient Wealth Partners, LLC manage?
Quotient Wealth Partners, LLC reports $4.9B in regulatory assets under management across 8,088 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 29, 2026.
How many clients does Quotient Wealth Partners, LLC have?
It reports 2,354 individual clients: 1,168 high-net-worth individuals and 1,186 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Quotient Wealth Partners, LLC headquartered?
Its main office is in Dallas, Texas. It reports 6 offices in total and 60 employees, 29 of whom perform investment advisory functions.
How does Quotient Wealth Partners, LLC 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 Quotient Wealth Partners, LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 29, 2026, it reports these amounts held: Fidelity ($4.4B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Quotient Wealth Partners, LLC a hybrid RIA with a broker-dealer?
Quotient Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Quotient Wealth Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Quotient Wealth Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Quotient Wealth Partners, LLC’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 (2026-09-29), 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 →