How many financial advisors are in Grapevine, Texas?

Falists lists 8 registered investment advisers with a principal office or filing address in Grapevine, Texas, based on public SEC IAPD data.

How do financial advisors in Grapevine charge fees?

Fee structures vary by firm. In Grapevine, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Grapevine?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Texas · 8 advisers

Financial Advisors in Grapevine, Texas

Looking for a financial advisor in Grapevine, Texas? Falists indexes 8 SEC-registered and state-registered investment advisers in Grapevine — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $321.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$321.2M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts5 Retirement2 Institutional3

Top advisors in Grapevine

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

ASSET PRESERVATION GROUP INC

Grapevine, TX

AUM

$321.2M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM

817-251-1008

Full profile Visit site →

BOX FINANCIAL ADVISORS, LLC

Grapevine, TX

AUM

$96.9M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

(817) 865-1811

Full profile Visit site →

SUNSAGE CAPITAL MANAGEMENT

Grapevine, TX

AUM

$94.6M

Wealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

Fees

Percentage of AUM

(214) 989-7710

Full profile Visit site →

FLOURISH FINANCIAL PLANNING

Grapevine, TX

AUM

$32.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

817-799-7699

Full profile Visit site →

JASI FINANCIAL, INC.

Grapevine, TX

AUM

$5.1M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

817-405-4109

Full profile Visit site →

HOVERINK CAPITAL MANAGEMENT, LLC

Grapevine, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

214-723-0418

Full profile Visit site →

LEGACY 401K PARTNERS, LLC

Grapevine, TX

AUM

—

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

(817) 329-5027

Full profile Visit site →

NEWCRESTIMAGE INVESTMENTS, LLC

Grapevine, TX

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

214-774-4650

Full profile Visit site →

More cities in Texas

Dallas (571)Houston (439)Austin (407)San Antonio (113)Fort Worth (94)Plano (79)The Woodlands (54)Southlake (43)Frisco (31)Sugar Land (24)Waco (21)Richardson (18)

Common questions

How many financial advisors are in Grapevine, Texas?: 8 registered investment advisers are listed in our Grapevine directory, sourced from public SEC filings.
What types of advisors are in Grapevine?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Grapevine?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.