SOUTHLAKE, TX – 12/16/2025 – Puzzle Wealth Solutions today announced that David Millington, President, has been named to the prestigious 2025 AdvisorHub “Advisors to Watch” list, earning the #124 spot nationally in the Over $1 Billion AUM category. This significant recognition places Mr. Millington among the distinct financial advisors across the country, distinguishing him for his practice’s scale, growth, and professionalism.
The annual AdvisorHub ranking uses a data-driven approach to evaluate advisors based on key metrics, including years of experience, a minimum of $100 million in assets under management (AUM), and a clean regulatory record. The rankings specifically score advisors on three categories: scale, growth, and professionalism, providing an objective measure of the nation's leading wealth management professionals. The full list is published on AdvisorHub’s website:https://www.advisorhub.com/advisors-to-watch-over-1b-2025/.
As President and leader of the firm's Texas presence, Mr. Millington has cultivated a practice centered on providing "financial project management" for successful corporate executives, business owners, and retirees. With over two decades of experience, his mission is to reduce financial stress and bring clarity to complex wealth decisions. This commitment to holistic, tailored planning has fueled the firm's rapid growth and the high retention of its sophisticated client base.
“It is a tremendous honor to be included among the top advisors in the nation, particularly in the over $1 billion category,” said David Millington. “This recognition speaks directly to the dedication of our entire team and our commitment to the independent model, which allows us to act purely in our clients’ best interests. Our goal is to consistently deliver the comprehensive, transparent advice that successful families require to navigate intricate matters like exit planning, tax strategies, and investment management.”
Mr. Millington holds several key certifications, including CFP®, CIMA®, and CEPA® (Certified Exit Planning Advisor). These credentials, detailed in his bio (https://www.puzzlewealthtexas.com/team/david-millington), underscore his expertise in managing complex financial situations and providing strategic guidance during critical life transitions, such as business sales and retirement.
This national recognition from AdvisorHub reinforces Puzzle Wealth Solutions’ status as a rapidly growing, high-performing independent firm delivering comprehensive financial advice.
About Puzzle Wealth Solutions
Puzzle Wealth Solutions is an independent financial services firm serving clients throughout North Texas and nationally. The firm specializes in comprehensive financial planning, investment management, and business advisory services, focusing on simplifying financial complexity for corporate executives, business owners, and high-net-worth families.
Contact:https://www.puzzlewealthtexas.com/schedule-a-meeting
AdvisorHub issued the Advisors to Watch 2025 award on 6/12/25, based on the following eligibility requirements and data for 12/31/23 – 12/31/24: 7+ years experience, $150+ mil in assets under management, 2+ years at current firm, regulatory history, scale, growth, and professionalism. A total of 1984 applications were received and included team member/self-nominations, with 700 award recipients being recognized among several sub-categories: RIAs (fee-only), Over $1bil, Under $1bil, Next Gen, Women, Solo, and Advisors to Watch. No fee was paid to participate or promote the award. This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance, or a guarantee of future results.