SLOTNIK CAPITAL, LLC
Dallas, TX
AUM
$415.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-462-9203
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
571 advisers found
CAIRD INVESTMENTS
Dallas, TX
AUM
$413.2M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(469)729-0530
FORTUNE WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$396.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
972-716-8002
FIFTH PARTNERS MANAGEMENT, LLC
Dallas, TX
AUM
$391.6M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
214-492-5863
PROMUS ADVISORS
Dallas, TX
AUM
$384.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-612-5750
CONCORDE INVESTMENT MANAGEMENT
Dallas, TX
AUM
$376.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
972-701-5400
UNITY PARTNERS
Dallas, TX
AUM
$367.0M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
314-210-9702
GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$363.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(214) 367-6170
ROBERTSON OPPORTUNITY CAPITAL, LLC
Dallas, TX
AUM
$358.7M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-713-5001
VELOCIS MANAGEMENT, LLC
Dallas, TX
AUM
$346.4M
Wealth Mgmt
Team
20 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-702-0220
CAPITAL IDEAS
Dallas, TX
AUM
$336.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
214-750-4400
FIRST DALLAS SECURITIES, INC.
Dallas, TX
AUM
$335.7M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Commissions
214-954-1177
FLUENT FINANCIAL, LLC
Dallas, TX
AUM
$329.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-852-4800
RESILIENT CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$326.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-975-5665
PALOGIC VALUE MANAGEMENT, L.P.
Dallas, TX
AUM
$324.9M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-871-2700
LEAP WEALTH MANAGEMENT
Dallas, TX
AUM
$305.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
214-420-7441
WORTH ASSET MANAGEMENT
Dallas, TX
AUM
$288.2M
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
—
Fees
Percentage of AUM
469-257-5074
LEXINGTON HILL PARTNERS, LLC
Dallas, TX
AUM
$278.4M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
214-225-1891
JOHKIM CAPITAL PARTNERS MANAGEMENT LLC
Dallas, TX
AUM
$277.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-453-2664
ROSEROCK WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$275.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(214) 220-8989
TILLRIDGE GLOBAL AGRIBUSINESS PARTNERS
Dallas, TX
AUM
$270.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-432-1300
WISNIEWSKI WEALTH MANAGEMENT
Dallas, TX
AUM
$266.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(972) 965-8261
GREY ROCK ENERGY MANAGEMENT, LLC
Dallas, TX
AUM
$259.9M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-396-2850
MEROS INVESTMENT MANAGEMENT, LP
Dallas, TX
AUM
$255.5M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-871-5200