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 Trusts & Estates advisors in TX, FORT WORTH
51 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
TAILWIND ADVISORS
Fort Worth, TX
AUM
$1.67B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-708-3663
WPWEALTH LLP
Fort Worth, TX
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
817-259-9100
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
SWMG, LLC
Fort Worth, TX
AUM
$430.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-210-3444
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
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
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
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
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