SCALAR GAUGE MANAGEMENT, LLC
Dallas, TX
AUM
$199.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(469) 708-2080
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
571 advisers found
MILLER GLOBAL INVESTMENTS, L.L.C.
Dallas, TX
AUM
$199.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
214-272-8504
J.K. FINANCIAL, INC.
Dallas, TX
AUM
$195.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
214-706-4300
STONETREE INVESTMENT PARTNERS LLC
Dallas, TX
AUM
$195.7M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-226-2665
RETIREMENT ADVISORS, LLC
Dallas, TX
AUM
$186.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-371-0545
DELOS CAPITAL ADVISORS
Dallas, TX
AUM
$185.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
972-810-1610
WPA FAMILY OFFICE, LLC
Dallas, TX
AUM
$175.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(214) 945-0888
QMP MANAGEMENT, LLC
Dallas, TX
AUM
$174.3M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(214) 855-2954
RWR INVESTMENTS LLC
Dallas, TX
AUM
$170.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
214.308.1970
ECP INVESTMENT ADVISORS LLC
Dallas, TX
AUM
$167.7M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(214) 922-1063
SCHLINDWEIN ASSOCIATES LLC
Dallas, TX
AUM
$167.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-385-7040
WOMACK FINANCIAL LLC
Dallas, TX
AUM
$164.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
214-843-0070
MAPLE PARK CAPITAL
Dallas, TX
AUM
$162.2M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-302-5550
SCHERER FINANCIAL ADVISORY SERVICES, LLC
Dallas, TX
AUM
$158.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-267-9655
UPTOWN CAPITAL ADVISORS
Dallas, TX
AUM
$153.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
214-628-9508
APPLEWHITE & BUYS FINANCIAL ADVISORS
Dallas, TX
AUM
$153.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
214-710-2498
AWH CAPITAL, L.P.
Dallas, TX
AUM
$147.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-462-9100
GSV ASSET MANAGEMENT, LLC
Dallas, TX
AUM
$143.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 256-8233
BRAESIDE INVESTMENTS, LLC
Dallas, TX
AUM
$139.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214.276.9001
AUM
$139.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(214) 234-9503
REVERE CAPITAL MANAGEMENT LP
Dallas, TX
AUM
$138.7M
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-227-9337
TKC WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$138.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
214-389-2000
STRATEGIC PORTFOLIO SOLUTIONS, LLC
Dallas, TX
AUM
$136.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(214) 446-4910
PARADIGM ADVISORS, LLC
Dallas, TX
AUM
$136.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-756-6066