HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$254.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-833-2684
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
571 advisers found
HC2 CAPITAL, LLC
Dallas, TX
AUM
$251.6M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-217-7808
STRONGHOLD RESOURCE PARTNERS
Dallas, TX
AUM
$246.5M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-850-7474
LEON CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$244.7M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-269-7400
SNOWCAP CAPITAL MANAGEMENT
Dallas, TX
AUM
$238.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-739-2025
BROADMARK ASSET MANAGEMENT LLC
Dallas, TX
AUM
$238.4M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2147566900
FIRESIDE CAPITAL ADVISORS
Dallas, TX
AUM
$236.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
469-357-6370
HIGH RIVER RESOURCES MANAGEMENT LLC
Dallas, TX
AUM
$232.8M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-760-6736
AUSTERRA WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$230.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
214-810-0250
PRINCIPIA WEALTH ADVISORY, LLC
Dallas, TX
AUM
$225.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-775-0899
CAPITAL ADVISORY GROUP, INC.
Dallas, TX
AUM
$224.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
972-770-4840
WL ROSS & CO. LLC
Dallas, TX
AUM
$224.6M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
972-715-7400
REB CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$224.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-572-8922
HALCYON GLOBAL ADVISORS
Dallas, TX
AUM
$221.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(972) 499-8278
CORONADO RESOURCES MANAGEMENT LP
Dallas, TX
AUM
$221.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
214-651-6245
BALLAST ASSET MANAGEMENT
Dallas, TX
AUM
$220.7M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
469-502-3652
PRESCOTT ADVISORS, LLC
Dallas, TX
AUM
$217.8M
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(214) 750-0009
ICP GROUP INVESTMENT MANAGER, LLC
Dallas, TX
AUM
$215.9M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
469-747-1700
MIAI, INC.
Dallas, TX
AUM
$213.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
214-739-5677
LAKE PACIFIC PARTNERS
Dallas, TX
AUM
$213.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(312) 578-1110
J.E. SIMMONS & CO., P.C.
Dallas, TX
AUM
$213.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-404-1040
SILVER LAKE CAPITAL PARTNERS
Dallas, TX
AUM
$211.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
972-701-2040
SKYLARK PRIVATE EQUITY PARTNERS, LP
Dallas, TX
AUM
$211.4M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
214-817-4290