TSA WEALTH MANAGEMENT
Houston, TX
AUM
$358.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(713) 735-9217
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
439 advisers found
HERITAGE WEALTH MANAGEMENT
Houston, TX
AUM
$357.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-871-9800
GBM WEALTH MANAGEMENT, INC.
Houston, TX
AUM
$346.4M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(281) 745-9100
RHP WEALTH MANAGEMENT
Houston, TX
AUM
$344.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(713) 554-2252
CAP SIX ADVISORS
Houston, TX
AUM
$340.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
281-671-7982
THE MENARD FINANCIAL GROUP, LLC
Houston, TX
AUM
$335.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-364-1515
PATRON PARTNERS, LLC
Houston, TX
AUM
$325.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
971-371-3450
CRIMSON MANAGEMENT
Houston, TX
AUM
$324.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
713-525-1520
INTREPID INVESTMENT MANAGEMENT, LLC
Houston, TX
AUM
$322.8M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-292-0863
PENNEY FINANCIAL
Houston, TX
AUM
$303.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
713-300-5165
CORE CAPITAL MANAGEMENT AND RESEARCH INC.
Houston, TX
AUM
$298.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
713-864-4300
BEACON FINANCIAL ADVISORS LTD
Houston, TX
AUM
$296.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
713-622-9981
NUCLO WEALTH
Houston, TX
AUM
$293.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
281 857-6435
AUM
$286.3M
Wealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
713-626-8184
DAUNTLESS CAPITAL PARTNERS LLC
Houston, TX
AUM
$283.5M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-656-1250
FOUNDERS CAPITAL MANAGEMENT INC
Houston, TX
AUM
$281.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
713-877-1188
PROTA FINANCIAL
Houston, TX
AUM
$270.4M
Wealth MgmtTrusts & Estates
Team
13 advisors
Clients
—
Fees
Percentage of AUM
713-568-8171
THE SALIENT ZARVONA ENERGY FUND GP, L.P.
Houston, TX
AUM
$264.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-600-0600
KWK MANAGEMENT LLC
Houston, TX
AUM
$262.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
346-396-0300
TRIPPON WEALTH MANAGEMENT GROUP LLC
Houston, TX
AUM
$262.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
713-661-1040
WESTPARK WEALTH ADVISORS, INC.
Houston, TX
AUM
$254.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-266-2993
JCP INVESTMENT MANAGEMENT, LLC
Houston, TX
AUM
$252.3M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(713) 333-5540
GUIDED CAPITAL WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$249.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
832-975-0710
BUCKHORN RESOURCES, LP
Houston, TX
AUM
$248.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
281-930-6030