Falists

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Filter by name, location, or specialty. All data from public SEC filings.

571 advisers found

CPMG, INC.

Dallas, TX

AUM

$855.8M

Wealth MgmtInstitutional

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

214-871-6829

Full profileNo website

AUM

$804.2M

Wealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

972.590.4100

Full profileNo website

AUM

$793.8M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

214-855-5335

Full profileNo website

AUM

$581.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

972-960-1212

Full profileNo website

AUM

$406.9M

Financial PlanningWealth Mgmt

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +1 more

972-571-4397

Full profileNo website

ORCHID ADVISORY

Dallas, TX

AUM

$295.7M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

704-763-2776

Full profileNo website

AUM

$257.9M

Wealth Mgmt

Team

5 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

214-615-2300

Full profileNo website

AUM

$217.4M

Wealth Mgmt

Team

2 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

214-526-1465

Full profileNo website

AUM

$199.4M

Wealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

307-739-8686

Full profileNo website

BLUEHEEL LLC

Dallas, TX

AUM

$192.3M

Wealth Mgmt

Team

2 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

214-559-9972

Full profileNo website
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