Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
79 advisers found
GORDON OAK FINANCIAL, LLC
Plano, TX
AUM
—
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
214-326-0820
INTERLINC FINANCIAL ADVISORS, INC.
Plano, TX
AUM
—
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
214-778-5645
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
949-315-8034
NOBLEHOUSE FAMILY OFFICE, LLC
Plano, TX
AUM
$0
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
(972) 516-4252
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(408) 431-3997
THE BETTER 401(K) SOURCE
Plano, TX
AUM
—
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(469) 429-1290
VESSEL FINANCIAL PLANNING LLC
Plano, TX
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
972-581-9010
WHITE ROCK RESOURCES HOLDINGS, LLC
Plano, TX
AUM
$0
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2149811400
CRESCENT ADVISOR GROUP, INC.
Plano, TX
AUM
$344.4M
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
972-490-0150
CAPROCK CAPITAL ADVISORS INC.
Plano, TX
AUM
$90.7M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
972-290-0288
NOBLES & RICHARDS ADVISORS, LLC
Plano, TX
AUM
$35.4M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
214-642-6603
PRESTONWOOD CAPITAL MANAGEMENT, LLC
Plano, TX
AUM
$15.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
4693343834
LEGACY HARBOR
Plano, TX
AUM
$8.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(972) 608-1040
IN-CHRIST ASSET MANAGEMENT, LLC
Plano, TX
AUM
$363K
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-244-3554
FAMILY WEALTH COACHING, LLC
Plano, TX
AUM
$43K
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(214) 215-7636