NB ALTERNATIVES ADVISERS LLC
Dallas, TX
AUM
$160.24B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
224 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
214-647-9500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX, DALLAS
193 advisers found
ALM FIRST FINANCIAL ADVISORS LLC
Dallas, TX
AUM
$76.17B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
800-752-4628
BARROW HANLEY GLOBAL INVESTORS
Dallas, TX
AUM
$59.04B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
43 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-665-1900
WESTWOOD MANAGEMENT CORP
Dallas, TX
AUM
$12.46B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
68 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-756-6900
PROSPERA FINANCIAL SERVICES, INC.
Dallas, TX
AUM
$12.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
207 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +4 more
972-581-3000
TOLLESON PRIVATE WEALTH MANAGEMENT
Dallas, TX
AUM
$9.26B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
73 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
214-252-3250
LEVEL FOUR ADVISORY SERVICES
Dallas, TX
AUM
$6.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
119 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
972-665-0878
INTEGRATED ADVISORS NETWORK LLC
Dallas, TX
AUM
$5.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
81 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
855-729-4222
TRUE NORTH ADVISORS, LLC
Dallas, TX
AUM
$5.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
214-360-7300
THREE BELL CAPITAL LLC
Dallas, TX
AUM
$5.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +2 more
650-843-9836
QUOTIENT WEALTH PARTNERS, LLC
Dallas, TX
AUM
$4.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(469) 912-2522
TURTLE CREEK TRUST
Dallas, TX
AUM
$4.28B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
214.468.0100
AUM
$4.19B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
39 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
945-229-5873
GUIDESTONE INVESTMENT SERVICES
Dallas, TX
AUM
$3.91B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
(214) 720-1198
REGAN CAPITAL
Dallas, TX
AUM
$3.59B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-550-1710
ADVISOR RESOURCE COUNCIL
Dallas, TX
AUM
$3.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
70 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(972) 421-1360
LEGACY KNIGHT MFO, LLC
Dallas, TX
AUM
$2.85B
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
945-536-5580
TURTLE CREEK WEALTH ADVISORS, LLC
Dallas, TX
AUM
$2.76B
Wealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
214-214-3110
HILLTOP SECURITIES INC.
Dallas, TX
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
214-953-4000
REQUISITE CAPITAL MANAGEMENT LLC
Dallas, TX
AUM
$2.43B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(469) 373-3399
BEAIRD HARRIS
Dallas, TX
AUM
$2.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-503-1040
SMITH GROUP ASSET MANAGEMENT, LLC
Dallas, TX
AUM
$2.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM
214-880-4600
ASCENTIS INDEPENDENT ADVISORS, LLC
Dallas, TX
AUM
$2.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
866-273-1563
BALEFIRE, LLC
Dallas, TX
AUM
$1.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-361-1001
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