Murphy & Sylvest
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$425,702,961
Clients
427
Advisors
7
of 8 employees
About
Murphy & Sylvest (a dba of Sylvest Advisors, LLC) provides ongoing portfolio management, financial planning, and project-based consulting to individuals, high-net-worth clients, and charitable organizations. The firm manages roughly $425.7 million for about 427 clients and operates with a seven-advisor team, typically using discretionary authority to implement Investment Policy Statements for each client.
The firm follows a disciplined investment process that combines strategic asset allocation with fundamental and quantitative analysis, generally employing a long-term, buy-and-hold approach with periodic rebalancing and use of third‑party managers when appropriate. Cash is treated as an asset class, and the firm documents client goals and risk tolerances in written Investment Policy Statements while custodial services and trading are executed through Schwab Institutional.
Distinctive features disclosed in the brochure include that several firm representatives are licensed insurance agents and may offer annuities and other insurance products (with potential commission conflicts fully disclosed and clients not required to implement through the firm). The firm also notes it will occasionally offer complimentary educational seminars and places internal limits on compensation tied to alternative investments, while maintaining limited custody only for fee deduction and following annual audit safeguards.
Client services
Expertise
Fee options
Financial planning fees range from $500 to $24,000 depending on complexity; project-based fees are negotiated and agreed upon in writing.
Maximum 1.25% annually, fees are negotiable and may reduce as assets increase
Main office
13760 Noel Road, Suite 300
Dallas TX 75240
Advisors at this office
7
Most active in
California · Colorado · Florida · Illinois · Louisiana · North Carolina · Oregon · Tennessee · Texas · Virginia
Also doing business as
Murphy & Sylvest · Sylvest Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Donald L
CFP®, ChFC®, Series 65
Dallas, TX
Murphy & Sylvest
Donald La Grange is a financial advisor with Murphy & Sylvest in Dallas, TX, holding CFP®, ChFC®, and Series 65 credentials and five years of industry experience. Prior to joining Murphy & Sylvest, he served in the United States Army for 21 years. He also owns a service-disabled veteran-owned entity in Texas used for insurance residual income. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach with a focus on long-term buy, hold, and rebalance strategies, incorporating fiduciary analysis and multiple investment methodologies.
Wesley M
Series 65
Dallas, TX
Murphy & Sylvest
Wesley Mc Millan is a financial advisor at Murphy & Sylvest with one year of industry experience. He holds a Series 65 designation and has previously worked at Pinnacle Elite and Financial Service Transition. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process combining strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold approach.
Susan S
Series 63, Series 65
Dallas, TX
Murphy & Sylvest
Susan Sylvest is a financial advisor at Murphy & Sylvest with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has led Sylvest Advisors, LLC since 2013. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach grounded in modern portfolio theory and uses multiple analytical methods to select investments, reviewing client accounts at least annually.
Gabriel N
Series 63, Series 66
Dallas, TX
Murphy & Sylvest
Gabriel Neuenschwander is a financial advisor with Murphy & Sylvest in Dallas, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Sylvest Advisors, LLC, he worked at J.P. Morgan Securities and Equitable Advisors. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations, using a disciplined, long-term investment approach that incorporates strategic asset allocation and both fundamental and quantitative analysis.
Elizabeth S
CFP®, Series 65, Series 66
Dallas, TX
Murphy & Sylvest
Elizabeth Sullivan is a CFP® professional with five years of industry experience, currently serving at Murphy & Sylvest in Dallas, TX. She previously worked at Ameriprise and Enterprise Holdings. Sullivan serves as President on the Board of Directors for For the Love of the Lake and is involved with the Plano Chamber of Commerce Women's Division. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process that integrates strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold strategy.
Paul N
CFA®, Series 63, Series 66
Dallas, TX
Murphy & Sylvest
Paul Nolte is a CFA® charterholder with 17 years of industry experience. He is currently with Murphy & Sylvest, where he has worked since 2023, following nine years at Kingsview Asset Management, LLC. Located in Dallas, TX, Nolte holds Series 63 and Series 66 licenses. Murphy & Sylvest provides portfolio management, financial planning, and project-based consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process that combines strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold approach supported by written Investment Policy Statements.
Thomas M
CFP®, ChFC®, Series 63
Dallas, TX
Murphy & Sylvest
Thomas Murphy is a CFP® and ChFC® with 30 years of industry experience, currently serving as an advisor at Murphy & Sylvest in Dallas, TX. He has been with Sylvest Advisors, LLC since 2013 and operates a separate life and health insurance agency under Thomas E Murphy, CFP, LLC dba NTFPA. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, strategic asset allocation approach using various analytical methods and offers a range of investment products including mutual funds, equities, fixed income, ETFs, REITs, and insurance products.
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