SILTSTONE CAPITAL, LLC
Houston, TX
AUM
$77.0M
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
713-375-9200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
439 advisers found
FORWARD FINANCIAL LLC
Houston, TX
AUM
$76.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
713-561-5516
HURWITZ ASSOCIATES, INC.
Houston, TX
AUM
$74.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
713.840.7272
NEW HEIGHTS PLANNING
Houston, TX
AUM
$73.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
832-787-1912
SIGNATURE FINANCIAL ADVISORS
Houston, TX
AUM
$68.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
713-552-7000
TRI-STAR ADVISORS, INC.
Houston, TX
AUM
$67.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
713-735-9200
GESSNER WEALTH STRATEGIES LLC
Houston, TX
AUM
$59.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
713-589-6448
TIP GROUP LLC
Houston, TX
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-969-4500
SUCRE'-VAIL WEALTH ADVISORS
Houston, TX
AUM
$55.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281 286-9991
MANAGED FINANCIAL SERVICES CORP INC
Houston, TX
AUM
$55.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
281-880-7200
ALTERE FINANCIAL, LLC
Houston, TX
AUM
$55.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-899-6589
PERFORMANCE INVESTMENT GROUP
Houston, TX
AUM
$54.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
281-616-8061
PRESIDIO FINANCIAL, LLC
Houston, TX
AUM
$54.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
281-789-8709
THORNTON FINANCIAL MANAGEMENT AND SERVICES
Houston, TX
AUM
$53.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
832-358-2020
NEWMYER WEALTH MANAGEMENT
Houston, TX
AUM
$51.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
2812142700
ARETE ADVISORS
Houston, TX
AUM
$48.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
832-910-8437
RMH CAPITAL ADVISORS, LLC
Houston, TX
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-784-1515
DAYS GLOBAL ADVISORS
Houston, TX
AUM
$40.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
833-551-0417
PRP
Houston, TX
AUM
$39.8M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
713-881-9333
HAMILTON GRAY WEALTH MANAGEMENT LLC
Houston, TX
AUM
$38.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
305-600-1161
FUNDAMENTAL ADVISORS, INC.
Houston, TX
AUM
$33.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
713.834.1111
TOTAL WEALTH PARTNERS
Houston, TX
AUM
$32.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(832) 423-3428
BEACON FINANCIAL PLANNERS, INC
Houston, TX
AUM
$31.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
281-953-7442
OAKS WEALTH MANAGEMENT
Houston, TX
AUM
$30.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
281-888-9085