LIVE OAK WEALTH ADVISORY GROUP, LLC
Houston, TX
AUM
$155.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-822-9200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
439 advisers found
STAVIS WEALTH TRANSFER SOLUTIONS
Houston, TX
AUM
$148.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
713-391-8200
CSL CAPITAL MANAGEMENT, L.P.
Houston, TX
AUM
$144.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
281-407-0693
SHELTER WEALTH STRATEGIES, LLC
Houston, TX
AUM
$144.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
713-620-8500
FLAGSHIP INVESTMENT MANAGEMENT LLC
Houston, TX
AUM
$140.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-713-623-6000
ALTERIS CAPITAL PARTNERS, LLC
Houston, TX
AUM
$139.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
832-649-8111
ALLEGRO MINERAL PARTNERS LLC
Houston, TX
AUM
$135.3M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
832-895-7030
KANOS CAPITAL MANAGEMENT, LLC
Houston, TX
AUM
$133.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
713-807-0200
BLACKGOLD CAPITAL MANAGEMENT LP
Houston, TX
AUM
$133.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
281-795-6613
USCA ASSET MANAGEMENT LLC
Houston, TX
AUM
$132.1M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
713-366-0500
INTEGRITY ROAD WEALTH PARTNERS LLC
Houston, TX
AUM
$126.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
832-585-8699
EMERGENT CAPITAL ADVISORS, LLC
Houston, TX
AUM
$124.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(713) 965-0371
INTEGRA WEALTH ADVISORS, LLC
Houston, TX
AUM
$117.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
713-966-6156
THIRD GEAR CAPITAL MANAGEMENT LP
Houston, TX
AUM
$115.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
346-440-0719
CATALYST WEALTH MANAGEMENT LLC
Houston, TX
AUM
$105.0M
Wealth MgmtTrusts & Estates
Team
25 advisors
Clients
—
Fees
Percentage of AUM
832-657-7735
MAXOUT SAVINGS ADVISORS LLC
Houston, TX
AUM
$101.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
713-627-0400
HEIGHTS INVESTMENT PARTNERS, LLC
Houston, TX
AUM
$95.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(713) 354-4911
BURKE WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$95.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
713-933-5402
ANALOG CAPITAL PARTNERS LLC
Houston, TX
AUM
$92.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(713) 929-2553
AFFINITY CAPITAL, L.P.
Houston, TX
AUM
$90.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-238-6730
SPEIGHT ASSET MANAGEMENT, LLC
Houston, TX
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; IF APPLICABLE, FINANCIAL PLANNING FEE
281-469-7284
OLIVE WEALTH MANAGEMENT
Houston, TX
AUM
$83.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
8323040712
CAPITAL MANAGEMENT ADVISORS LP
Houston, TX
AUM
$80.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
713-914-8176
VINEYARD FAMILY WEALTH ADVISORS
Houston, TX
AUM
$78.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(832) 500-8985