MACK & CO. PARTNERS, LP
Dallas, TX
AUM
$549.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(945) 293-6405
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
571 advisers found
NEWSTONE CAPITAL PARTNERS, LLC
Dallas, TX
AUM
$544.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-753-4300
AUM
$537.3M
Wealth Mgmt
Team
26 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214 253 6000
BP CAPITAL ENERGY ADVISORS, LLC
Dallas, TX
AUM
$537.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-265-1090
SKY ISLAND CAPITAL
Dallas, TX
AUM
$533.5M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
469-965-9200
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$518.7M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(214) 227-7792
BROADWING CAPITAL MANAGEMENT LLC
Dallas, TX
AUM
$513.1M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-503-9776
SABREPOINT CAPITAL MANAGEMENT
Dallas, TX
AUM
$499.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-432-1593
SOCORRO ASSET MANAGEMENT
Dallas, TX
AUM
$497.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
214-550-1852
RR ADVISORS, LLC
Dallas, TX
AUM
$496.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-871-8680
ALLRED HARRIS WEALTH MANAGEMENT.
Dallas, TX
AUM
$493.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-965-7695
XEBEC ASSET MANAGEMENT, LLC
Dallas, TX
AUM
$484.5M
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(469) 687-3184
PROEM ADVISORS LLC
Dallas, TX
AUM
$474.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-706-9344
CARSON MANAGEMENT COMPANY, LLC
Dallas, TX
AUM
$469.3M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214.999.1000
S2 FUND MANAGER, LLC
Dallas, TX
AUM
$464.7M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-377-2977
SLW INVESTMENT MANAGEMENT, LLC
Dallas, TX
AUM
$464.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
214-871-5200
LGT FINANCIAL ADVISORS LLC
Dallas, TX
AUM
$456.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-871-7500
HAVENCREST CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$450.7M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-420-3492
THACKERAY PARTNERS
Dallas, TX
AUM
$442.7M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-360-7830
BURFORD BROTHERS, INC.
Dallas, TX
AUM
$440.2M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
214-523-2333
CIC PARTNERS MANAGEMENT LLC
Dallas, TX
AUM
$438.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214 871-6819
CARLSON CAPITAL, L.P.
Dallas, TX
AUM
$429.3M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-932-9600
MURPHY & SYLVEST
Dallas, TX
AUM
$425.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(214) 373-8362
CASTLEVIEW PARTNERS, LLC
Dallas, TX
AUM
$416.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
214-710-1995