TRG FINANCIAL
Houston, TX
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
4056517373
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
439 advisers found
VERDE WEALTH GROUP, LLC
Houston, TX
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
713-929-3250
WESTCENTER ADVISORS LTD
Houston, TX
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-550-8778
SAROFIM TRUST CO
Houston, TX
AUM
$12.96B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM
713-654-4484
Full profileNo website
59 NORTH CAPITAL MANAGEMENT, LP
Houston, TX
AUM
$7.50B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(713) 955-4809
Full profileNo website
TRUST ADVISORS, INC.
Houston, TX
AUM
$6.97B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(713) 525-7607
Full profileNo website
SAROFIM INTERNATIONAL MANAGEMENT CO
Houston, TX
AUM
$2.41B
Wealth MgmtTrusts & EstatesInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM
713-654-4484
Full profileNo website
SCOTT & SELBER, INC. CAPITAL MANAGEMENT
Houston, TX
AUM
$637.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
713-850-1717
Full profileNo website
CAZ INVESTMENTS REGISTERED ADVISER LLC
Houston, TX
AUM
$540.6M
Wealth Mgmt
Team
68 advisors
Clients
—
Fees
Percentage of AUM
713-403-8250
Full profileNo website
STELLUS CAPITAL INCOME PBDC, LLC
Houston, TX
AUM
$472.8M
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-292-5400
Full profileNo website
KA CREDIT ADVISORS II, LLC
Houston, TX
AUM
$395.2M
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM
713-493-2000
Full profileNo website
HOMAGE WEALTH GROUP LLC
Houston, TX
AUM
$366.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(713) 725-0696
Full profileNo website
CARRIAGE SERVICES INVESTMENT ADVISORS, INC.
Houston, TX
AUM
$308.2M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
713-332-8400
Full profileNo website
TERRAFORM WEALTH, LLC
Houston, TX
AUM
$207.5M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
713-784-4848
Full profileNo website
TECTONIC CAPITAL ADVISORS, LLC
Houston, TX
AUM
$154.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(713) 250-4200
Full profileNo website
FINAMEX ASSET MANAGEMENT, LLC
Houston, TX
AUM
$113.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-589-7121
Full profileNo website
CAZ GP STAKES ADVISER LLC
Houston, TX
AUM
$99.0M
Team
68 advisors
Clients
—
Fees
Percentage of AUM
713-403-8250
Full profileNo website
OLD BEACH INVESTMENT ADVISORS, LLC
Houston, TX
AUM
$66.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
713-416-1623
Full profileNo website
BWS INVESTMENT MANAGEMENT, LLC
Houston, TX
AUM
$64.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
832-534-3516
Full profileNo website