BOWIE CAPITAL MANAGEMENT, LLC
Richardson, TX
AUM
$2.81B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
214-712-4951
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX, RICHARDSON
15 advisers found
GENERATIONAL WEALTH ADVISORS
Richardson, TX
AUM
$568.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-378-1795
NORTHILL AIMS, LLC
Richardson, TX
AUM
$249.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(972) 480-6202
BLAND GARVEY WEALTH ADVISORS, LLC
Richardson, TX
AUM
$241.2M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
972-231-2503
STRATEGIC WEALTH PLANNING
Richardson, TX
AUM
$208.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-727-6000
GFN CAPITAL MANAGEMENT
Richardson, TX
AUM
$120.1M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
972-385-0007
LD LOWE WEALTH ADVISORY
Richardson, TX
AUM
$118.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-335-2523
JARDINE FINANCIAL GROUP
Richardson, TX
AUM
$75.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
972-764-4333
GUIDING WEALTH MANAGEMENT, LLC
Richardson, TX
AUM
$59.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
214-810-3835
OLYMPUS CAPITAL, LLC
Richardson, TX
AUM
$55.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(214) 999-1140
BLUECHIP FINANCIAL PLANNING, INC.
Richardson, TX
AUM
$42.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
972-669-4102
SENDERA WEALTH ADVISORS
Richardson, TX
AUM
$16.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
972-332-1644
ORION WEALTH MANAGEMENT LLC
Richardson, TX
AUM
$16.5M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
972-891-8609
TUGGLE & RUSSELL, L.L.C.
Richardson, TX
AUM
$14.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-788-4703
DHL WEALTH MANAGEMENT LLC
Richardson, TX
AUM
$7.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
1800-402-8862