SVRN ASSET MANAGEMENT, LLC
Austin, TX
AUM
$231.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
773-442-2294
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
407 advisers found
ATLASMARK FINANCIAL, INC.
Austin, TX
AUM
$228.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
512-270-2900
ACACIA PARTNERS, LLC
Austin, TX
AUM
$220.7M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-973-2373
ARK WEALTH MANAGEMENT
Austin, TX
AUM
$216.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
512-660-5703
HALBERT WEALTH MANAGEMENT, INC
Austin, TX
AUM
$211.2M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
512-263-3800
CAPSTAR FINANCIAL SERVICES LLC
Austin, TX
AUM
$207.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(512) 215-9030
LAKE HILLS WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$206.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(512) 580-4740
COMUNIDAD REALTY PARTNERS
Austin, TX
AUM
$206.5M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
619-955-7665
PLANNING WORKS ADVISORY, INC.
Austin, TX
AUM
$199.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-498-7526
INTERCAPITAL
Austin, TX
AUM
$198.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
504-610-8109
AVANT FINANCIAL ADVISORS
Austin, TX
AUM
$196.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
512-910-2467
MOZAYYX MANAGEMENT LLC
Austin, TX
AUM
$192.7M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-265-6180
HAMPTON ROCK WEALTH MANAGEMENT
Austin, TX
AUM
$192.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512-256-9272
MAROON PASS ADVISORS LP
Austin, TX
AUM
$178.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
646-202-1584
TECA PARTNERS, LP
Austin, TX
AUM
$174.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-266-0104
MAQRO ADVISORS LLC
Austin, TX
AUM
$174.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(512) 673-8292
ATX FINANCIAL PLANNING, LLC
Austin, TX
AUM
$174.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
512-693-4040
VANNOY ADVISORY GROUP, INC.
Austin, TX
AUM
$172.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
512-759-7759
DDELTA REAL ESTATE INVESTMENTS
Austin, TX
AUM
$169.6M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512 457 0300
BLACK BARN FINANCIAL, LLC
Austin, TX
AUM
$164.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(512) 368-9179
CAM INVESTOR SOLUTIONS
Austin, TX
AUM
$155.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
720-575-7775
PORTFOLIO MANAGEMENT, LLC
Austin, TX
AUM
$151.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
512-222-4035
INTEGRATED WEALTH STRATEGIES, LLC
Austin, TX
AUM
$151.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-291-6391
BROOKLINE WEALTH, LLC
Austin, TX
AUM
$149.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Fixed fees
512-222-9169