R1 FINANCIAL GROUP
Dallas, TX
AUM
$21.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-628-9100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
571 advisers found
STONE HILL WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$21.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(469) 608-1457
SABANA CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$19.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-238-3660
CUMBERLAND HILL CAPITAL MANAGEMENT LLC
Dallas, TX
AUM
$18.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PARTICIPATION RATE
214-855-5335
SPARROW ADVISORS, LLC
Dallas, TX
AUM
$18.1M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-284-0727
FIVE KEYS PRIVATE ADVISORS LLC
Dallas, TX
AUM
$17.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
214-559-9695
FS FINANCIAL ADVISORS, LLC
Dallas, TX
AUM
$17.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 763-5167
HUNTER VALUE CAPITAL LLC
Dallas, TX
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
347-352-6590
OPTIMAL WEALTH ADVISORS, LLC
Dallas, TX
AUM
$13.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
972-999-1042
GARZA FINANCIAL PLANNING
Dallas, TX
AUM
$13.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 444-3683
LINDUS ADVISORS, INC.
Dallas, TX
AUM
$13.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-387-8474
EID CAPITAL
Dallas, TX
AUM
$13.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-433-6564
SUEING INVESTMENTS, LLC
Dallas, TX
AUM
$12.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
0 total employees
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
214-800-2340
SYMPHONY ONE CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$10.4M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
617-331-8033
AUM
$9.8M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-989-3873
MOORING BAY CAPITAL MANAGEMENT
Dallas, TX
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-812-9131
NOBLE ADVISORS, LLC
Dallas, TX
AUM
$6.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
214-613-6087
BULLE ROCK
Dallas, TX
AUM
$5.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATION
2145998329
PRECEPT MANAGEMENT, LLC
Dallas, TX
AUM
$5.4M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-880-7444
CONCENTIO CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$4.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(972) 991-1000
PLUTUS21 CAPITAL MANAGEMENT, L.L.C
Dallas, TX
AUM
$4.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
469-626-8994
STREET LIGHT WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$3.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
646-512-0214
TAYLOR MORGAN CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$3.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-552-4356
AHMETI WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$3.2M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
469-831-4261