Stocker Woods Financial
- Company typePrivate
- Founded1970
- HeadquartersDenton, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Stocker Woods Financial firmographics
Firmographics- Name
- Stocker Woods Financial
- Legal name
- Primary Wealth Group
- Website
- https://stockerwoods.com
- Company type
- Private
- Founded year
- 1970
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Stocker Woods Financial industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where Stocker Woods Financial is headquartered
LocationHeadquarters
- HQ city
- Denton
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Stocker Woods Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory and Planning Services: Revenue generated through financial advisory fees for investment management and comprehensive financial planning services provided to individual clients and families.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free initial consultation |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Stocker Woods Financial product offering
Product offeringCore offering
Stocker Woods Financial (d/b/a Primary Wealth Group) is an independent wealth management firm that delivers team-based investment management and comprehensive financial planning services to individuals and families. The firm helps clients accumulate, protect, and distribute wealth across generations, with practice areas covering investment management, retirement planning, legacy planning, and ongoing advisory guidance. Services are delivered by CFP, ChFC, CLU, and RICP credentialed advisors across offices in Denton, Dallas, and Conroe, Texas, with securities and advisory services provided through Cambridge Investment Research, Inc.
Product overview
Primary Wealth Group offers a unified financial services approach combining Investment Management and Financial Planning as its two core service offerings. The firm provides a team-based approach to financial planning and investment counsel, enabling clients to focus on achieving life goals while feeling confident about their financial future. Services include investment management for portfolio growth and comprehensive financial planning for wealth accumulation, protection, and multi-generational distribution.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Professional investment management services helping individual clients and families grow and build wealth through personalized investment strategies and portfolio management, delivered as part of the firm's advisory offering in coordination with Cambridge Investment Research, Inc.
- Financial Planning Comprehensive financial planning services that help individual clients and families accumulate, protect, and distribute wealth across generations, tailored to each client's individual circumstances, including educators, executives, physicians, surviving spouses, and professionals.
Companies that use Stocker Woods Financial
Customer profileNamed customers3 records
Segments1 record
Ideal customer profiles1 record
Stocker Woods Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Stocker Woods Financial partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- Cambridge Investment Research, Inc.coreSecurities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
- Dave Ramsey SmartVestor Pro NetworkminorMike and Jared are both Dave Ramsey SmartVestor Pros, indicating affiliation with Dave Ramsey's network of trusted financial advisors for referrals.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Stocker Woods Financial competitors and assessment
Company assessmentBroad incumbents
- Edward Jones: Large national incumbent offering investment advisory and financial planning to individuals and families through a captive branch-based advisor network. Competes for the same mass-affluent and retiree client base across Texas and the broader U.S.
- Ameriprise Financial: National diversified financial services firm with a large independent advisor channel delivering financial planning and investment management to individuals. Overlapping client segments and geographic coverage.
- Raymond James Financial: Large established wealth management and investment services firm with advisor-driven financial planning and investment advisory serving mass-affluent and HNW clients. Competes for the same buyer with broader product breadth.
Direct peers
- Cetera Advisor Networks: Independent advisor network providing broker-dealer and RIA infrastructure for advisor-owned wealth management firms serving individuals and families. Comparable independent-firm distribution model and investment advisory positioning.
- Carson Group: Partnership-model RIA platform serving independent advisors and their clients with practice-management support, technology, and investment offerings. Directly comparable business model and target client.
- Fort Pitt Capital Group: Mid-market independent RIA offering financial planning, investment management, and wealth advisory to individuals and families. Similar size band and team-based delivery model anchored by certified planners.
- Mariner Wealth Advisors: Independent RIA delivering comprehensive financial planning and investment advisory to HNW individuals and families. Comparable full-service model and multi-generational planning focus, though larger in scale.
- Buckingham Strategic Wealth: Mid-size independent RIA providing fee-only financial planning and evidence-based investment management to individuals nationwide. Similar size, comprehensive wealth-planning offering, and fiduciary-only positioning.
- Exencial Wealth Advisors: Oklahoma-based independent RIA of comparable size serving mass-affluent individuals and families across multiple states with investment management and financial planning. Closely comparable in scale, regional geographic focus, and team-based advisor delivery model.
- Creative Planning: Large full-service independent RIA providing comprehensive financial planning, investment management, and wealth advisory to individuals and families. Same core offering (financial planning + investment management) and same broad clientele including executives and professionals.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Stocker Woods Financial compliance and trust
Trust signalCompliance1 record
Stocker Woods Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Stocker Woods Financial leadership team
Management profileNumber of profiles
Profiles13 records
Stocker Woods Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Stocker Woods Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Stocker Woods Financial
What does Stocker Woods Financial do?
Stocker Woods Financial (d/b/a Primary Wealth Group) is an independent wealth management firm that delivers team-based investment management and comprehensive financial planning services to individuals and families. The firm helps clients accumulate, protect, and distribute wealth across generations, with practice areas covering investment management, retirement planning, legacy planning, and ongoing advisory guidance. Services are delivered by CFP, ChFC, CLU, and RICP credentialed advisors across offices in Denton, Dallas, and Conroe, Texas, with securities and advisory services provided through Cambridge Investment Research, Inc.
Is Stocker Woods Financial a public or private company?
Stocker Woods Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Stocker Woods Financial founded?
Stocker Woods Financial was founded in 1970. It employs 1 to 10 people.
Where is Stocker Woods Financial based?
Stocker Woods Financial is headquartered in Denton, United States, in the North America region.
How does Stocker Woods Financial make money?
One revenue line is on record: financial Advisory and Planning Services.
Who are Stocker Woods Financial's main competitors?
Broad incumbents on record are Edward Jones, Ameriprise Financial and Raymond James Financial. Direct peers are Cetera Advisor Networks, Carson Group, Fort Pitt Capital Group, Mariner Wealth Advisors, Buckingham Strategic Wealth, Exencial Wealth Advisors and Creative Planning.
Does Stocker Woods Financial have an API?
No public API is recorded for Stocker Woods Financial.
What industry is Stocker Woods Financial in?
Stocker Woods Financial's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.