VisionPoint Advisors, founded in 1982, in an independent Registered Investment Advisor and financial services company with over 25 advisors in 7 states and with four management offices located in Dallas, TX (Headquarters), Sioux Falls, SD, Wichita, KS, and West Des Moines, IA. We serve our clients, employees, advisors, and business owners in a manner that impact professional growth, personal satisfaction, and financial success. VisionPoint continues to build a professionally managed firm with the Core Values of Collaboration with a Team, Service mentality, positively Impact those we serve; to do this we must be Hungry, Humble, and People Smart. Securities offered through LPL Financial. Member SIPC (www.sipc.org). Investment advice offered through VisionPoint Advisory Group, LLC, a Registered Investment Advisor, and a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.vpadvisor.com.
| Website | http://www.vpadvisor.com |
| Revenue | $6.7 million |
| Employees | 20 (5 on RocketReach) |
| Founded | 1982 |
| Address | 5001 Spring Valley Rd. Suite 200W, Dallas, Texas 75244, US |
| Phone | +1 800-282-4032 |
| Technologies |
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| Industry | Financial Services |
| Web Rank | 25 Million |
| Keywords | Registered Investment Advisor, Investment Advisory, Investment Management, Ria, Financial Planning, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisor, Financial Services, Investment Strategies, Retirement Solutions, Estate Planning, Risk Management, Wealth Preservation, Financial Consulting, Tax Planning, Long Term Investing, Capital Preservation, Insurance Planning |
| Competitors | Deloitte, PwC, EY, Accenture, Capgemini, KPMG In Pakistan, McKinsey & Company, Boston Consulting Group (BCG), Bain & Company, Oliver Wyman +40 more (view full list) |
Looking for a particular VisionPoint Advisory Group employee's phone or email?
The VisionPoint Advisory Group annual revenue was $6.7 million in 2026.
Jim Mars is the Owner of VisionPoint Advisory Group.
5 people are employed at VisionPoint Advisory Group.
VisionPoint Advisory Group is based in Dallas, Texas.