AUM
$1.54B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Performance-based fees; REIMBURSEMENT FOR OPERATING EXPENSES
214-720-2060
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
571 advisers found
WALLACE CAPITAL MANAGEMENT, INC.
Dallas, TX
AUM
$1.49B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-303-0200
Full profileNo website
TWIN TREE MANAGEMENT, LP
Dallas, TX
AUM
$1.46B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-979-2313
Full profileNo website
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
ADAMS ASSET ADVISORS LLC
Dallas, TX
AUM
$839.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-360-7410
Full profileNo website
NOKOMIS CAPITAL, L.L.C.
Dallas, TX
AUM
$804.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972.590.4100
Full profileNo website
MADDEN ASSET MANAGEMENT
Dallas, TX
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
LP INVESTMENT MANAGEMENT, LLC
Dallas, TX
AUM
$696.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Fixed fees
214-987-8234
Full profileNo website
RTW FINANCIAL ADVISORS INC
Dallas, TX
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
SYMMETRY CAPITAL ADVISORS LLC
Dallas, TX
AUM
$492.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-696-4444
Full profileNo website
FIFTH FORCE MANAGEMENT
Dallas, TX
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
RIDGEPOST CAPITAL ADVISORS, LLC
Dallas, TX
AUM
$288.4M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-999-6063
Full profileNo website
HEP PARTNERS LLC
Dallas, TX
AUM
$257.9M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-615-2300
Full profileNo website
3B CAPITAL MANAGEMENT, LP
Dallas, TX
AUM
$245.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-420-0832
Full profileNo website
CATALYST CAPITAL ADVISERS LLC
Dallas, TX
AUM
$228.1M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
469-249-1000
Full profileNo website
WHITE ROCK CAPITAL
Dallas, TX
AUM
$217.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-526-1465
Full profileNo website
AUM
$213.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
214-750-8985
Full profileNo website
PINGORA PARTNERS LLC
Dallas, TX
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
SMITH GROUP ASSET MANAGEMENT
Dallas, TX
AUM
$182.2M
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
214-880-4600
Full profileNo website
CAIN CAPITAL MANAGEMENT, LP
Dallas, TX
AUM
$171.2M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
972-685-1799
Full profileNo website
BFI WEALTH SOLUTIONS, LLC
Dallas, TX
AUM
$145.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
469-646-0429
Full profileNo website
PATHWAY WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$116.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
972-863-7671
Full profileNo website