JASPER RIDGE PARTNERS, L.P.
Fort Worth, TX
AUM
$42.95B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
36 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +2 more
817-333-0027
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX, FORT WORTH
30 advisers found
LUTHER KING CAPITAL MANAGEMENT CORPORATION
Fort Worth, TX
AUM
$30.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
72 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
817-332-3235
FIRST COMMAND ADVISORY SERVICES
Fort Worth, TX
AUM
$24.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1155 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
817-731-8621
CRESTLINE MANAGEMENT, L.P.
Fort Worth, TX
AUM
$22.51B
Wealth MgmtRetirementInstitutional
Team
113 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
817-339-7600
HOLT CAPITAL PARTNERS, L.P.
Fort Worth, TX
AUM
$1.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
817-877-1430
ROGERS WEALTH GROUP, INC.
Fort Worth, TX
AUM
$1.04B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
817-334-0351
DIESSLIN GROUP, INC.
Fort Worth, TX
AUM
$696.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
817-332-6122
SIGNAL SECURITIES, INC.
Fort Worth, TX
AUM
$679.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
817-877-4256
ASPEN WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$657.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
817-546-6353
DEAN, JACOBSON FINANCIAL SERVICES
Fort Worth, TX
AUM
$519.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
817-335-3214
SMH CAPITAL ADVISORS LLC
Fort Worth, TX
AUM
$503.1M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
817-569-7000
POINT BRIDGE CAPITAL, LLC
Fort Worth, TX
AUM
$419.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(817) 529- 4600
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
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
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
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
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
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
PORTIA CAPITAL MANAGEMENT
Fort Worth, TX
AUM
$65.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
619-481-0379
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