TECTONIC ADVISORS LLC
Frisco, TX
AUM
$5.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
713-250-4200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX, FRISCO
22 advisers found
CAIN, WATTERS & ASSOCIATES, LLC
Frisco, TX
AUM
$5.04B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
86 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
972-233-3323
QUADCAP WEALTH MANAGEMENT, LLC
Frisco, TX
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-818-2400
BSIP SLP GP, LLC
Frisco, TX
AUM
$1.06B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
469-421-8060
BRINDLE & BAY FINANCIAL ADVISORS, LLC
Frisco, TX
AUM
$184.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
214-988-9178
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
Frisco, TX
AUM
$182.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8663611600
STONEBRIDGE WEALTH MANAGEMENT, LLC
Frisco, TX
AUM
$134.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
972-418-2946
WAVE WEALTH MANAGEMENT, LLC
Frisco, TX
AUM
$134.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(972) 954-4100
EAGLE FINANCIAL ADVISORS, LLC
Frisco, TX
AUM
$100.0M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
800-994-1317
MRM FINANCIAL ADVISORS, LLC
Frisco, TX
AUM
$76.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
214-969-0400
EDK ADVISORY
Frisco, TX
AUM
$56.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(972) 731-4348
FORTRESS ESTATE SOLUTIONS, PLLC
Frisco, TX
AUM
$50.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-325-1700
HERRINGTON WEALTH MANAGEMENT CORPORATION
Frisco, TX
AUM
$40.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
214-509-8724
MCCLURE CAPITAL ADVISORS, INC.
Frisco, TX
AUM
$23.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
972-960-8700
TWO PILLARS ASSET MANAGEMENT
Frisco, TX
AUM
$4.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
833-377-0051
DAVID RHODES CANNON, C.P.A., LLC
Frisco, TX
AUM
$64K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(469)740-1261
CLAIRALPHA ADVISORS LLC
Frisco, TX
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
713 364 3839
OLIMPIO NEU & ASSOCIATES, INC.
Frisco, TX
AUM
$76.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-392-1344
Full profileNo website
LEADERSHIP FINANCIAL ADVISORS, LLC
Frisco, TX
AUM
$20.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-365-6692
Full profileNo website
SUREPATH WEALTH MANAGEMENT, LLC
Frisco, TX
AUM
$14.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
817-704-8707
Full profileNo website
BRAXTON FINANCIAL GROUP, LLC
Frisco, TX
AUM
$36K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8882489074
Full profileNo website
AFFORDABLE LIFE PLANS, LLC
Frisco, TX
AUM
$3K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Fixed fees
972-428-0878
Full profileNo website