Texas · 1,155 firms
Trust & Estate Advisors in Texas
Advisers working with trusts, estates, and charitable organizations. Browse 1,155 advisers in Texas matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Texas
DIMENSIONAL FUND ADVISORS LP
Austin, TX
AUM
$1.02T
Team
367 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-306-7400
FISHER INVESTMENTS
Plano, TX
AUM
$386.67B
Team
1948 advisors
Clients
More than 500
Fees
Percentage of AUM; Performance-based fees
800-851-8845
VICTORY CAPITAL MANAGEMENT INC.
San Antonio, TX
AUM
$282.71B
Team
170 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
877-660-4400
NB ALTERNATIVES ADVISERS LLC
Dallas, TX
AUM
$160.24B
Team
224 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
214-647-9500
KESTRA ADVISORY SERVICES, LLC
Austin, TX
AUM
$79.80B
Team
1359 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
8445537872
ALM FIRST FINANCIAL ADVISORS LLC
Dallas, TX
AUM
$76.17B
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
800-752-4628
BARROW HANLEY GLOBAL INVESTORS
Dallas, TX
AUM
$59.04B
Team
43 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-665-1900
JASPER RIDGE PARTNERS, L.P.
Fort Worth, TX
AUM
$42.95B
Team
36 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +2 more
817-333-0027
FAYEZ SAROFIM & CO.
Houston, TX
AUM
$35.07B
Team
22 advisors
Clients
—
Fees
Percentage of AUM
713-654-4484
KAYNE ANDERSON CAPITAL ADVISORS, L.P.
Houston, TX
AUM
$34.11B
Team
142 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-282-7900
LUTHER KING CAPITAL MANAGEMENT CORPORATION
Fort Worth, TX
AUM
$30.15B
Team
72 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
817-332-3235
VALIC FINANCIAL ADVISORS, INC.
Houston, TX
AUM
$29.22B
Team
1280 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
866-544-4968
SAGE ADVISORY SERVICES LTD CO
Austin, TX
AUM
$28.43B
Team
37 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
512-327-5530
GARCIA HAMILTON & ASSOCIATES LP
Houston, TX
AUM
$24.86B
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
713-853-2322
UNITED CAPITAL FINANCIAL ADVISORS
Irving, TX
AUM
$24.65B
Team
162 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
972-822-2055
FIRST COMMAND ADVISORY SERVICES
Fort Worth, TX
AUM
$24.43B
Team
1155 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
817-731-8621
LEAFHOUSE FINANCIAL ADVISORS, LLC
Austin, TX
AUM
$24.09B
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(512) 879-1505
BURGUNDY ASSET MANAGEMENT LTD.
Toronto, Ontario, TX
AUM
$19.09B
Team
49 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(416) 869-3222
LETKO, BROSSEAU & ASSOCIATES INC.
Montreal, Quebec, TX
AUM
$18.83B
Team
36 advisors
Clients
51-100
Fees
Percentage of AUM
1-800-307-8557
KESTRA PRIVATE WEALTH SERVICES, LLC
Austin, TX
AUM
$13.45B
Team
211 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
844-553-7872
WESTWOOD MANAGEMENT CORP
Dallas, TX
AUM
$12.46B
Team
68 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-756-6900
PROSPERA FINANCIAL SERVICES, INC.
Dallas, TX
AUM
$12.44B
Team
207 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +4 more
972-581-3000
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Houston, TX
AUM
$12.24B
Team
26 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-224-2545
HUB INVESTMENT PARTNERS, LLC
Austin, TX
AUM
$11.88B
Team
103 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
512-600-5390
2,479 total advisers in Texas. Browse all Texas advisors