ST. JAMES INVESTMENT COMPANY, LLC
Southlake, TX
AUM
$660.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
214-484-7250
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX, SOUTHLAKE
18 advisers found
MILLS WEALTH ADVISORS, LLC
Southlake, TX
AUM
$548.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
817-416-7300
TRINITY PORTFOLIO ADVISORS, LLC
Southlake, TX
AUM
$530.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
817-416-7227
TL PRIVATE WEALTH
Southlake, TX
AUM
$364.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
682-831-1048
OPENAIR FINANCIAL, LLC
Southlake, TX
AUM
$318.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
214-233-6059
ORSER CAPITAL MANAGEMENT LLC
Southlake, TX
AUM
$289.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
817- 697-2385
CORPS CAPITAL ADVISORS, LLC
Southlake, TX
AUM
$270.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(214) 452-2300
SOLUTIONS 4 WEALTH
Southlake, TX
AUM
$189.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
817-934-7010
PRESTIGE WEALTH MANAGEMENT
Southlake, TX
AUM
$148.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
8176378121
KPC FINANCIAL SOLUTIONS, LLC
Southlake, TX
AUM
$75.5M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
877-572-7526
PRO CAPITAL LLC
Southlake, TX
AUM
$64.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
817-912-1223
ASPEN CREEK WEALTH MANAGEMENT, LLC
Southlake, TX
AUM
$38.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
817-400-9905
MUCH WEALTH MANAGEMENT, INC.
Southlake, TX
AUM
$37.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(866) 677-1600
ARCON WEALTH MANAGEMENT
Southlake, TX
AUM
$33.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-224-2224
RIDGEWOOD WEALTH MANAGEMENT LLC
Southlake, TX
AUM
$25.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
817-301-5190
STRANBERG CAPITAL LLC
Southlake, TX
AUM
$95.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
817-343-0280
Full profileNo website
ONE XVI WEALTH
Southlake, TX
AUM
$52.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
817-753-0018
Full profileNo website
BOW STREAM INVESTMENTS LLC
Southlake, TX
AUM
$10.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-535-9721
Full profileNo website