QUATTRO FINANCIAL ADVISORS
The Woodlands, TX
AUM
$1.66B
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
281 323 4007
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX, THE WOODLANDS
36 advisers found
RHAME & GORRELL WEALTH MANAGEMENT
The Woodlands, TX
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM
(832) 789-1100
AVION WEALTH
The Woodlands, TX
AUM
$984.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
281-528-1200
ERGUZ, LLC
The Woodlands, TX
AUM
$889.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
832-631-6284
WATERWAY WEALTH MANAGEMENT, L.L.C.
The Woodlands, TX
AUM
$675.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
281-363-0000
BELLATORE FINANCIAL, INC.
The Woodlands, TX
AUM
$638.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
832-585-0110
CHJ WEALTH MANAGEMENT
The Woodlands, TX
AUM
$600.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
281-298-2700
OUTLOOK WEALTH ADVISORS, LLC
The Woodlands, TX
AUM
$593.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
281-872-1515
ENDEAVOR ADVISORS, LLC
The Woodlands, TX
AUM
$559.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
281-326-9902
THE SUM
The Woodlands, TX
AUM
$551.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
281-940-4859
IAS WEALTH MANAGEMENT, INC.
The Woodlands, TX
AUM
$549.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281-364-0606
PEIRCE CAPITAL MANAGEMENT, LLC
The Woodlands, TX
AUM
$534.1M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
(281) 858-3524
HFG WEALTH MANAGEMENT, LLC
The Woodlands, TX
AUM
$505.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
832-585-0110
THREADGILL FINANCIAL, LLC
The Woodlands, TX
AUM
$399.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
713-893-5635
AWM FINANCIAL SERVICES INC.
The Woodlands, TX
AUM
$320.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
281-444-7555
LEGACY CAPITAL
The Woodlands, TX
AUM
$273.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(281) 595-1990
POSITION WEALTH
The Woodlands, TX
AUM
$242.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
281-968-2780
COOKSEN WEALTH, LLC
The Woodlands, TX
AUM
$206.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(832) 592-2554
DIAMOND CLIENT GROUP, LLC
The Woodlands, TX
AUM
$185.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
832-319-1555
WHITE WING WEALTH MANAGEMENT, LLC
The Woodlands, TX
AUM
$182.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
832-764-5305
BISON INVESTMENT ADVISORS, LLC
The Woodlands, TX
AUM
$157.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
281-665-3616
MELLIG GROUP, LLC
The Woodlands, TX
AUM
$109.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
281-206-8856
FINANCIAL PLANNING SERVICES
The Woodlands, TX
AUM
$106.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
281-363-1680
KOINONIA FINANCIAL
The Woodlands, TX
AUM
$101.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
281-367-2525
Page 1 of 2Next