TRUE NORTH ADVISORS, LLC
Dallas, TX
AUM
$5.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
214-360-7300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
571 advisers found
THREE BELL CAPITAL LLC
Dallas, TX
AUM
$5.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +2 more
650-843-9836
BBAM US LP
Dallas, TX
AUM
$4.75B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
469-871-2230
QUOTIENT WEALTH PARTNERS, LLC
Dallas, TX
AUM
$4.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(469) 912-2522
MCR FUND MANAGEMENT LLC
Dallas, TX
AUM
$4.58B
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-355-6721
BANNER OAK CAPITAL PARTNERS, LP
Dallas, TX
AUM
$4.46B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(214) 466-8860
TURTLE CREEK TRUST
Dallas, TX
AUM
$4.28B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
214.468.0100
AUM
$4.19B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
39 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
945-229-5873
TAILWATER CAPITAL
Dallas, TX
AUM
$3.97B
Wealth Mgmt
Team
27 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-269-1183
GUIDESTONE INVESTMENT SERVICES
Dallas, TX
AUM
$3.91B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
(214) 720-1198
TRANSWESTERN INVESTMENTS
Dallas, TX
AUM
$3.75B
Wealth MgmtInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
214-572-9817
MERIT ENERGY COMPANY
Dallas, TX
AUM
$3.70B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-701-8377
REGAN CAPITAL
Dallas, TX
AUM
$3.59B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-550-1710
SYCAMORE TREE CAPITAL PARTNERS, L.P.
Dallas, TX
AUM
$3.54B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-251-8250
ADVISOR RESOURCE COUNCIL
Dallas, TX
AUM
$3.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
70 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(972) 421-1360
AUM
$3.42B
Wealth Mgmt
Team
48 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
469-621-3001
VWH CAPITAL MANAGEMENT, LP
Dallas, TX
AUM
$3.32B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 468-5580
DISRUPTIVE TECHNOLOGY ADVISERS LLC
Dallas, TX
AUM
$3.12B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(214) 668-1536
ANSON FUNDS MANAGEMENT LP
Dallas, TX
AUM
$3.05B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214.866.0200
PARADIGM GLOBAL INVESTORS
Dallas, TX
AUM
$3.03B
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
774-836-6011
TRINITY HUNT MANAGEMENT, L.P.
Dallas, TX
AUM
$2.99B
Wealth Mgmt
Team
43 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-777-6600
NFJ INVESTMENT GROUP, LLC
Dallas, TX
AUM
$2.98B
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
214-754-1780
CANYON PARTNERS REAL ESTATE LLC
Dallas, TX
AUM
$2.91B
Wealth MgmtInstitutional
Team
80 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214 253 6000
LEGACY KNIGHT MFO, LLC
Dallas, TX
AUM
$2.85B
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
945-536-5580