JUNIPER CAPITAL ADVISORS, L.P.
Houston, TX
AUM
$535.4M
Wealth Mgmt
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
713-335-4700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
439 advisers found
ROBERTSON INVESTMENT MANAGEMENT
Houston, TX
AUM
$534.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM
713-622-4077
NEW CAPITAL MANAGEMENT, LP
Houston, TX
AUM
$533.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-874-1444
TRINITY LEGACY PARTNERS, LLC
Houston, TX
AUM
$521.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-999-8053
HAVEN WEALTH GROUP
Houston, TX
AUM
$514.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; FLAT FEE FOR FINANCIAL PLAN
713-980-8820
PORTFOLIO ADVISORY COUNCIL,L.L.C.
Houston, TX
AUM
$494.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
713.574.6015
QUANTUM CAPITAL GROUP
Houston, TX
AUM
$490.6M
Wealth Mgmt
Team
65 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-452-2000
JOYCE WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$483.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-714-8500
HENRY BRAGG & CO.
Houston, TX
AUM
$468.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
713-393-9444
BROWNLEE WEALTH MANAGEMENT
Houston, TX
AUM
$465.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
281-377-3170
CYPRESS ASSET MANAGEMENT INC
Houston, TX
AUM
$455.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
713-512-2100
HORIZON WEALTH ADVISORS
Houston, TX
AUM
$451.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
713-748-7000
ADVOCATES WEALTH PLANNING
Houston, TX
AUM
$448.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
713-827-8014
LUMINUS MANAGEMENT, LLC
Houston, TX
AUM
$442.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-424-2868
BRANSON FOWLKES & CO INC
Houston, TX
AUM
$439.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-780-0606
PACIFIC STRATEGIC MANAGEMENT, LP
Houston, TX
AUM
$426.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
713-495-5220
ZARVONA ENERGY LLC
Houston, TX
AUM
$423.1M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
713-600-0600
FRUTH INVESTMENT MANAGEMENT
Houston, TX
AUM
$417.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
713-464-2283
ROG IX, LLC
Houston, TX
AUM
$401.0M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-874-9000
POST OAK PRIVATE WEALTH ADVISORS
Houston, TX
AUM
$390.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
281-580-2100
WEALTH BENEFIT ADVISORS, LLC
Houston, TX
AUM
$380.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
713-980-9100
FORTITER WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$379.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(832) 941-1234
JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.
Houston, TX
AUM
$370.8M
Wealth Mgmt
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
713-335-4700
CAMDEN WEALTH ADVISORS LLC
Houston, TX
AUM
$366.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
713-341-5312