PARATUS FINANCIAL, INC.
Dallas, TX
AUM
$757.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
214-378-7400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
571 advisers found
WESTWOOD WEALTH MANAGEMENT
Dallas, TX
AUM
$749.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
2147566900
AUTUMN GLORY PARTNERS, LLC
Dallas, TX
AUM
$747.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
214-378-1212
CROSSPLANE CAPITAL MANAGEMENT, LP
Dallas, TX
AUM
$736.2M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
817-995-8462
LATTICEWORK CAPITAL MANAGEMENT LLC
Dallas, TX
AUM
$705.1M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
917-676-6742
AETHON ENERGY MANAGEMENT
Dallas, TX
AUM
$700.1M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-750-3820
IKARIAN CAPITAL
Dallas, TX
AUM
$698.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-276-0670
OPTIMUM QUANTVEST CORPORATION
Dallas, TX
AUM
$695.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
263-381-5677
9823 CAPITAL, LP
Dallas, TX
AUM
$677.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
214-849-5800
AUM
$663.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
214-922-9200
PENDER CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$661.4M
Wealth Mgmt
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
214-988-9914
GOODLANDER INVESTMENT MANAGEMENT, LLC
Dallas, TX
AUM
$660.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
254-716-6313
OPTIMA ASSET MANAGEMENT INC
Dallas, TX
AUM
$657.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
972-726-0400
SPICEWOOD MINERAL MANAGEMENT, LLC
Dallas, TX
AUM
$644.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-489-7090
CLARE MARKET INVESTMENTS, LLC
Dallas, TX
AUM
$635.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
866.659.1019
DI INVESTMENT MANAGEMENT LP
Dallas, TX
AUM
$617.6M
Wealth Mgmt
Team
45 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-775-4712
EQ WEALTH ADVISORS
Dallas, TX
AUM
$617.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
214-389-6750
ACKERMAN CAPITAL MANAGEMENT
Dallas, TX
AUM
$604.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
214-361-5383
VENDERA MANAGEMENT HOLDINGS, LLC
Dallas, TX
AUM
$602.8M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
469-248-3079
ASCENTIS WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$595.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
214-440-3909
CIVITAS CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$578.6M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
214-572-2300
SEQUEL HOLDINGS, L.P.
Dallas, TX
AUM
$563.0M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-292-4150
DIGITAL WEALTH PARTNERS
Dallas, TX
AUM
$555.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
307-396-0295
SUNTX CAPITAL MANAGEMENT CORP.
Dallas, TX
AUM
$554.2M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-663-8900