FISHER INVESTMENTS
Plano, TX
AUM
$386.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1948 advisors
Clients
More than 500
Fees
Percentage of AUM; Performance-based fees
800-851-8845
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX, PLANO
26 advisers found
CATALYST STRATEGIC SOLUTIONS
Plano, TX
AUM
$52.37B
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-442-6427
RETIREMENT PLANNERS OF AMERICA
Plano, TX
AUM
$3.59B
Financial PlanningWealth MgmtTrusts & Estates
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM
469-246-3600
SFMG WEALTH ADVISORS
Plano, TX
AUM
$2.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-960-6460
ASTRA WEALTH MANAGEMENT GROUP
Plano, TX
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
972-327-8820
PARKWAY WEALTH MANAGEMENT GROUP, LLC
Plano, TX
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
972-502-9340
INSIGHT WEALTH PARTNERS
Plano, TX
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
972-543-4800
THE WATCHMAN GROUP, INC.
Plano, TX
AUM
$639.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
469-241-0122
TFR CAPITAL
Plano, TX
AUM
$403.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-765-0397
CMG WEALTH MANAGEMENT
Plano, TX
AUM
$379.4M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
469-729-7084
LEGACY CONSULTING GROUP
Plano, TX
AUM
$378.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
972-599-4750
LAKE WHILLANS CAPITAL PARTNERS LLC
Plano, TX
AUM
$311.9M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 389-1032
VANN EQUITY MANAGEMENT LLC
Plano, TX
AUM
$231.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-983-0346
FULCRUM WEALTH MANAGEMENT
Plano, TX
AUM
$192.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-304-6942
SPECTRUM ADVISORS, INC.
Plano, TX
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-931-3700
PMG FAMILY OFFICE, LLC
Plano, TX
AUM
$144.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-550-8790
DERAMUS WEALTH MANAGEMENT, LLC
Plano, TX
AUM
$61.8M
Financial PlanningTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(972) 235-9090
GURUFOCUS INVESTMENTS, LLC
Plano, TX
AUM
$35.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
972-379-7896
USA ASSET MANAGEMENT, LLC
Plano, TX
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
1-888-872-8898
YOUR RICHEST LIFE
Plano, TX
AUM
$28.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-708-7975
AUM
$17.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
9727312683
ACEEDA WEALTH MANAGEMENT, INC.
Plano, TX
AUM
$5.7M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
469-863-1130
GORDON OAK FINANCIAL, LLC
Plano, TX
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
214-326-0820
CRESCENT ADVISOR GROUP, INC.
Plano, TX
AUM
$344.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
972-490-0150
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