Falists

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Filter by name, location, or specialty. All data from public SEC filings.

439 advisers found

HOUSTON WEALTH ADVISERS, LLC.

Houston, TX

AUM

$57.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT

281-440-9700

Full profileNo website

STILLFOREST WEALTH MANAGEMENT

Houston, TX

AUM

$20.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

(281) 339-8689

Full profileNo website

VESTIS ADVISORS, LLC

Houston, TX

AUM

$10.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

(713) 485-6642

Full profileNo website

BF, LLC

Houston, TX

AUM

$4.6M

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM

713-961-9888

Full profileNo website

YUKA CORP

Houston, TX

AUM

$2.7M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

0

Fees

Percentage of AUM

626-944-2739

Full profileNo website

SKB ADVISORY, LLC

Houston, TX

AUM

$2.1M

Wealth MgmtRetirementInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM

832-328-0874

Full profileNo website
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