TRB WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$3.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
832-810-3565
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
439 advisers found
ANDROS CAPITAL PARTNERS LLC
Houston, TX
AUM
$3.51B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-568-0701
STELLUS CAPITAL MANAGEMENT, LLC
Houston, TX
AUM
$3.51B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-292-5400
MARBLE CAPITAL LP
Houston, TX
AUM
$3.35B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-823-5433
RIDGEWOOD ENERGY CORPORATION
Houston, TX
AUM
$3.28B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Fixed fees; % OF CAPITAL CONTRIBUTION, WORKING CAPITAL AND/OR DISTRIBUTIONS
201-447-9000
CHILTON CAPITAL MANAGEMENT LLC
Houston, TX
AUM
$3.23B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
26-50
Fees
Percentage of AUM
(713) 650-1995
TRUST ASSET MANAGEMENT LLC
Houston, TX
AUM
$3.21B
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
832-308-2748
KA FUND ADVISORS, LLC
Houston, TX
AUM
$3.19B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM
713-493-2020
EAGLE GLOBAL ADVISORS LLC
Houston, TX
AUM
$3.10B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-952-3550
PAN CAPITAL MANAGEMENT LP
Houston, TX
AUM
$3.08B
Wealth MgmtInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
281-904-5234
PAUL COMSTOCK PARTNERS
Houston, TX
AUM
$2.80B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-977-2694
TRANSPOSE PLATFORM MANAGEMENT, LLC
Houston, TX
AUM
$2.65B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-625-2720, EXT. 110
SUNBELT SECURITIES
Houston, TX
AUM
$2.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
68 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
713-965-9510
NORTH HUDSON RESOURCE PARTNERS LP
Houston, TX
AUM
$2.58B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(713) 936-6563
ICON WEALTH PARTNERS
Houston, TX
AUM
$2.58B
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
26-50
Fees
Percentage of AUM; REVENUE SHARING ON CREDIT, CASH, AND INSURANCE SOLUTIONS
713-904-5020
SIMMONS L E & ASSOCIATES INC
Houston, TX
AUM
$2.38B
Wealth Mgmt
Team
14 advisors
Clients
0
Fees
Percentage of AUM; CARRIED INTEREST
713-227-7888
EOC PARTNERS ADVISORS L.P.
Houston, TX
AUM
$2.37B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
713-828-0482
KA CREDIT ADVISORS, LLC
Houston, TX
AUM
$2.29B
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-493-2000
EIV CAPITAL, LLC
Houston, TX
AUM
$2.23B
Wealth Mgmt
Team
23 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-353-2755
CRG
Houston, TX
AUM
$2.21B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-209-7350
ADELL HARRIMAN & CARPENTER
Houston, TX
AUM
$2.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
713-621-1155
SEGMENT WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$2.07B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
713-800-7150
INSCRIPTION CAPITAL, LLC
Houston, TX
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-673-8999
CORDA INVESTMENT MANAGEMENT, LLC
Houston, TX
AUM
$2.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
101-250
Fees
Percentage of AUM
713-439-0665