DOLIVER ADVISORS, L.P.
Houston, TX
AUM
$718.4M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-917-0022
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
439 advisers found
MANSKE WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$707.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(713) 581-1994
E & G ADVISORS, LLC
Houston, TX
AUM
$706.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
713-880-5819
BRIDGE CAPITAL ADVISORS
Houston, TX
AUM
$687.3M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
2813560193
PRECEDENT WEALTH PARTNERS, LLC
Houston, TX
AUM
$685.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(713)244-6450
SAXON FINANCIAL GROUP
Houston, TX
AUM
$679.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
713-425-5340
BRASADA CAPITAL MANAGEMENT, LP
Houston, TX
AUM
$679.1M
Wealth MgmtTrusts & Estates
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-630-8390
THE GOFF FINANCIAL GROUP
Houston, TX
AUM
$674.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-850-8900
BANORTE ASSET MANAGEMENT, INC.
Houston, TX
AUM
$661.2M
Wealth MgmtTrusts & Estates
Team
17 advisors
Clients
—
Fees
Percentage of AUM
713-980-4600
MONEX ASSET MANAGEMENT, INC.
Houston, TX
AUM
$650.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-877-8234
AUM
$650.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-548-1000
GRANITE HARBOR ADVISORS, INC.
Houston, TX
AUM
$642.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
832-461-0789
STANLEY CAPITAL MANAGEMENT, LLC
Houston, TX
AUM
$634.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Performance-based fees
713-900-3200
CROSSTIMBERS CAPITAL GROUP, LLC
Houston, TX
AUM
$626.2M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
832-487-0007
SOVEREIGN WEALTH ADVISORS LLC
Houston, TX
AUM
$625.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
713-527-3400
FCA CORP
Houston, TX
AUM
$623.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-781-2856
FREEDOM DAY SOLUTIONS, LLC
Houston, TX
AUM
$615.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Subscription fees +1 more
713-784-3878
VIRAGE CAPITAL MANAGEMENT LP
Houston, TX
AUM
$588.3M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713.840.7700
KDK PRIVATE WEALTH MANAGEMENT
Houston, TX
AUM
$584.6M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-391-8044
ARMADILLO LITIGATION FUNDING LLC
Houston, TX
AUM
$581.4M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713.861.7200
MOSAIC ADVISORS
Houston, TX
AUM
$580.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
51-100
Fees
Fixed fees
713-980-4100
SANDERS MORRIS LLC
Houston, TX
AUM
$576.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
713-224-3100
ROG VI L.L.C.
Houston, TX
AUM
$561.3M
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
713-874-9000
CIBOLO ENERGY PARTNERS, LLC
Houston, TX
AUM
$541.5M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
713-357-7570