AUM
$133.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-702-8121
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
571 advisers found
PMV CAPITAL ADVISERS, LLC
Dallas, TX
AUM
$132.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
972-850-0146
NEXPOINT ADVISORS, L.P.
Dallas, TX
AUM
$131.2M
Wealth MgmtInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM
214-276-6300
THE GARDNER GROUP
Dallas, TX
AUM
$125.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-706-4369
WORTH FINANCIAL GROUP INC.
Dallas, TX
AUM
$122.8M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(469) 916-4287
LONE STAR INVESTMENT ADVISORS, LLC
Dallas, TX
AUM
$119.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-702-7390
DOUBLE EAGLE WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$108.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
214-814-4978
BLACK SWAN MANAGEMENT GROUP, INC.
Dallas, TX
AUM
$107.7M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
2144470262
CARRINGTON ADVISORS, LLC
Dallas, TX
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
214-446-4706
BIRNAM WOOD CAPITAL, LLC
Dallas, TX
AUM
$106.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214.935.3707
IDEOLOGY WEALTH ADVISORS, LLC
Dallas, TX
AUM
$104.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
469-275-8028
CMH WEALTH MANAGEMENT
Dallas, TX
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(214) 692-5878
HOLBROOK MANAGEMENT, LLC
Dallas, TX
AUM
$100.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
972-914-3532
UPSPRING CAPITAL LLC
Dallas, TX
AUM
$99.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(214) 720-0909
BASA ADVISORS
Dallas, TX
AUM
$95.7M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-559-4200
SADDOCK WEALTH, LLC
Dallas, TX
AUM
$94.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-437-5201
BROWN AND BROWN FINANCIAL SERVICES, INC.
Dallas, TX
AUM
$91.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Commissions +1 more
214-696-1768
CANDOR WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$87.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
214-420-4233
DAVIS FINANCIAL SERVICES
Dallas, TX
AUM
$86.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(972) 233-8300
7TH HARVEST INVESTMENTS
Dallas, TX
AUM
$83.3M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
972-231-1525
DALLAS FINANCIAL ADVISORS, LLC
Dallas, TX
AUM
$80.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
214-245-4572
HG TAILORED FINANCIAL SERVICES
Dallas, TX
AUM
$79.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
972-332-4868
JOHN LINE, CPA, INC.
Dallas, TX
AUM
$79.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-287-4266
LORINTINE CAPITAL
Dallas, TX
AUM
$72.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
214-800-5164