VORTUS INVESTMENT ADVISORS, LLC
Fort Worth, TX
AUM
$411.7M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-945-2400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
94 advisers found
THE CAPITAL CHART ROOM, LTD
Fort Worth, TX
AUM
$400.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
817-801-6455
RHODES INVESTMENT ADVISORS, INC.
Fort Worth, TX
AUM
$376.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
817-334-0455
OVERRIDGE WEALTH ADVISORS
Fort Worth, TX
AUM
$368.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
817-738-1451
SHELTON WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$364.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(817) 415-2877
MICHELS FAMILY FINANCIAL, LLC
Fort Worth, TX
AUM
$347.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
817-719-9999
ASPENRIDGE WEALTH ADVISORS
Fort Worth, TX
AUM
$335.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
682-231-8331
RIVERCREST CAPITAL MANAGEMENT LLC
Fort Worth, TX
AUM
$285.7M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-945-9700
M2G VENTURES LLC
Fort Worth, TX
AUM
$284.0M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
817-898-8515
NOLET WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$272.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
817-350-4342
BIOS CAPITAL MANAGEMENT, LP
Fort Worth, TX
AUM
$250.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-984-9197
STYRE WEALTH
Fort Worth, TX
AUM
$250.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
817-605-7833
STOREHOUSE FINANCIAL LLC
Fort Worth, TX
AUM
$240.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-305-3233
LUMMIS ASSET MANAGEMENT, L.P.
Fort Worth, TX
AUM
$210.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
817-348-0577
STEELHEAD CAPITAL MANAGEMENT, LLC
Fort Worth, TX
AUM
$202.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-984-9197
BRAZOS WEALTH ADVISORS LLC
Fort Worth, TX
AUM
$183.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
682-350-1055
THIRTEEN TWENTY-TWO ADVISORS
Fort Worth, TX
AUM
$163.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
817-484-9800
PUREWATER CAPITAL, LLC
Fort Worth, TX
AUM
$149.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(817) 416-8680
TRINITY INVESTMENT MANAGEMENT, LLC
Fort Worth, TX
AUM
$126.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-874-2700
MOFFATT FINANCIAL STRATEGIES
Fort Worth, TX
AUM
$117.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
682-747-0134
TRINSIC CAPITAL, LLC
Fort Worth, TX
AUM
$84.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
817-529-6100
GREEN INVESTMENT MANAGEMENT, INC.
Fort Worth, TX
AUM
$70.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
817-335-1178
COURSE 26, LLC
Fort Worth, TX
AUM
$70.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
817-752-4768
PIERCE WEALTH PARTNERS, INC.
Fort Worth, TX
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; FINANCIAL PLANNING SERVICES - BASIS POINT OF NET WORTH
817-732-2442