VIEW CAPITAL RIA, LP
Dallas, TX
AUM
$1.82B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
214-855-2550
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
571 advisers found
KAINOS (TX) CAPITAL LP
Dallas, TX
AUM
$1.81B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
214-740-7300
NXG INVESTMENT MANAGEMENT
Dallas, TX
AUM
$1.75B
Wealth MgmtRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-692-6334
SWIFT CREEK PARTNERS
Dallas, TX
AUM
$1.74B
Wealth MgmtRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-692-4200
LEE FINANCIAL COMPANY, LLC
Dallas, TX
AUM
$1.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-960-1001
ISC ADVISORS, INC.
Dallas, TX
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214 520 1115
SATORI CAPITAL, LLC
Dallas, TX
AUM
$1.61B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
214-390-6270
MOMENTUM INDEPENDENT NETWORK INC.
Dallas, TX
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
97 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
214-859-1800
ANNANDALE CAPITAL, LLC
Dallas, TX
AUM
$1.55B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
214-523-5000
RANGER INVESTMENT MANAGEMENT,L.P.
Dallas, TX
AUM
$1.48B
Wealth MgmtInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; MODEL ACCOUNT ASSETS
214-871-5260
CYPRESS POINT WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
214-736-8887
HUDSON WAY CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$1.40B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS
(214) 984-5180
HOWARD FINANCIAL SERVICES, LTD.
Dallas, TX
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
214-346-0785
LEVEL FOUR CAPITAL MANAGEMENT
Dallas, TX
AUM
$1.38B
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
866-834-1040
BH CREDIT MANAGEMENT LLC
Dallas, TX
AUM
$1.37B
Wealth Mgmt
Team
14 advisors
Clients
0
Fees
Percentage of AUM
214-665-1900
ROOSEVELT CAPITAL MANAGEMENT LLC
Dallas, TX
AUM
$1.37B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
214-871-2666
PENN DAVIS MCFARLAND INC
Dallas, TX
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM
214-871-2772
CITATION
Dallas, TX
AUM
$1.36B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
469-607-0253
BEACON FINANCIAL GROUP
Dallas, TX
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
972-726-9888
TRIGATE MANAGEMENT LLC
Dallas, TX
AUM
$1.28B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-615-3355
WEBS CREEK CAPITAL MANAGEMENT LP
Dallas, TX
AUM
$1.25B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-546-2504
HODGES CAPITAL MANAGEMENT INC
Dallas, TX
AUM
$1.24B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM
888-878-4426
LEAR INVESTMENT MANAGEMENT
Dallas, TX
AUM
$1.24B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(214) 445-5900
BWCP, LP
Dallas, TX
AUM
$1.23B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-238-5792