DIMENSIONAL FUND ADVISORS LP
Austin, TX
AUM
$1.02T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
367 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-306-7400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX, AUSTIN
135 advisers found
KESTRA ADVISORY SERVICES, LLC
Austin, TX
AUM
$79.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1359 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
8445537872
SAGE ADVISORY SERVICES LTD CO
Austin, TX
AUM
$28.43B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
37 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
512-327-5530
LEAFHOUSE FINANCIAL ADVISORS, LLC
Austin, TX
AUM
$24.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(512) 879-1505
KESTRA PRIVATE WEALTH SERVICES, LLC
Austin, TX
AUM
$13.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
211 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
844-553-7872
HUB INVESTMENT PARTNERS, LLC
Austin, TX
AUM
$11.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
103 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
512-600-5390
YACKTMAN ASSET MANAGEMENT LP
Austin, TX
AUM
$11.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
512-767-6700
ATOM INVESTORS LP
Austin, TX
AUM
$6.83B
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(737) 249-0292
BLUESPRING WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$4.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
737-443-2122
VENTURI PRIVATE WEALTH
Austin, TX
AUM
$3.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(512) 220-2035
MASLOW WEALTH ADVISORS
Austin, TX
AUM
$2.84B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
16 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
512-610-6930
OXBOW ADVISORS, LLC
Austin, TX
AUM
$2.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
512-386-1088
WATERLOO CAPITAL
Austin, TX
AUM
$2.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
512-777-5900
ROOT FINANCIAL PARTNERS
Austin, TX
AUM
$2.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
59 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(760) 452-0720
TERRY MCDANIEL & COMPANY
Austin, TX
AUM
$1.92B
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM
512-495-9500
AUSTIN ASSET
Austin, TX
AUM
$1.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
512-453-6622
MERIDIAN WEALTH ADVISORS, LLC
Austin, TX
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
512-717-5580
PER STIRLING CAPITAL MANAGEMENT, LLC
Austin, TX
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
512-628-2300
YCG, LLC
Austin, TX
AUM
$1.54B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
512-505-2347
CAPITAL CREEK PARTNERS
Austin, TX
AUM
$1.52B
Wealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
512-316-3397
49 FINANCIAL
Austin, TX
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
128 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
214-563-1190
FMP WEALTH ADVISERS
Austin, TX
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
512-329-5174
VICTORY FINANCIAL
Austin, TX
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
47 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(512) 763-7671
ENCLAVE ADVISORS, LLC
Austin, TX
AUM
$1.10B
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
512-527-3105
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