MESSINA WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
214-945-0072
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
571 advisers found
LAGRANDE GLOBAL LLC
Dallas, TX
AUM
$69.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(214) 444-7995
SAMMONS WEALTH
Dallas, TX
AUM
$64.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(972 440-1194
SHADE TREE PARTNERS LLC
Dallas, TX
AUM
$63.0M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
2146208201
MEADOWPARK CAPITAL, LLC
Dallas, TX
AUM
$61.5M
Institutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
972-432-3915
DORNICK WEALTH MANAGEMENT
Dallas, TX
AUM
$61.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
214-945-2126
RJG FINANCIAL
Dallas, TX
AUM
$61.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-267-5040
CAVINESS WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-499-8273
HARVESTER WEALTH, LLC
Dallas, TX
AUM
$54.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(214) 210-5860
RANGER ALTERNATIVE MANAGEMENT, L.P.
Dallas, TX
AUM
$54.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
214-871-5200
INTEGRITY PRIVATE WEALTH ADVISORS, LLC
Dallas, TX
AUM
$54.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
214-729-1460
ACI WEALTH ADVISORS
Dallas, TX
AUM
$41.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
888-407-4472
BFG WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$38.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
469-995-8970
ACRUENCE CAPITAL, LLC
Dallas, TX
AUM
$37.4M
Institutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
833-653-6400
AUM
$32.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
4437751227
OAKVIEW CAPITAL MANAGEMENT, L.P.
Dallas, TX
AUM
$32.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-999-1175
VALENTINE INVESTMENTS, LLC
Dallas, TX
AUM
$30.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
214-363-4865
CATAMOUNT CAPITAL LLC
Dallas, TX
AUM
$30.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-871-1116
HOWLAND ADVISORY CORPORATION
Dallas, TX
AUM
$29.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-363-4900
MERAKI ADVISORS LLC
Dallas, TX
AUM
$28.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
214-206-5198
SPRINGWOOD FINANCIAL ADVISORS
Dallas, TX
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-386-5444
FONDREN OAKS CAPITAL MANAGEMENT
Dallas, TX
AUM
$22.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 484-3073
ARTHAM ADVISORS
Dallas, TX
AUM
$21.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-471-5051