Intrua Financial provides financial planning and investment advisory services to clients throughout Dallas and the Dallas-Fort Worth area, working through the Charles Schwab platform. The firm helps individuals and families with retirement planning, investment management, and long-term financial strategy. Its Dallas base serves clients across the DFW metro.

In Dallas, Behringer specializes in acquiring and managing commercial real estate across Texas. Established in 1989 by Robert M. Behringer, the firm has grown through several evolutions, including Behringer Partners and Behringer Harvard, before becoming Behringer today. The company works with private and public equity and debt investments through partnerships, REITs, and closed-end funds. Behringer has attracted more than $6 billion in investor capital and acquired over $11 billion in assets across 10 countries, covering more than 28 million square feet of commercial real estate. Behringer focuses on identifying high-value assets and optimizing performance for long-term growth for its investment partners.