D2 ASSET MANAGEMENT
Dallas, TX
AUM
$1.83B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-831-5640
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
VIEW CAPITAL RIA, LP
Dallas, TX
AUM
$1.82B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
214-855-2550
FINANCIAL SYNERGIES
Houston, TX
AUM
$1.81B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
713-623-6600
GDS WEALTH MANAGEMENT
Flower Mound, TX
AUM
$1.81B
Financial PlanningWealth MgmtTrusts & Estates
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM
469-212-8072
KAINOS (TX) CAPITAL LP
Dallas, TX
AUM
$1.81B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
214-740-7300
GRAND ALLIANCE ASSET MANAGEMENT LTD.
Hong Kong, TX
AUM
$1.81B
Wealth MgmtInstitutional
Team
27 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(852) 3852 6351
HOISINGTON INVESTMENT MANAGEMENT CO
Austin, TX
AUM
$1.79B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
512-327-7200
HEALTHQUEST CAPITAL MANAGEMENT, L.P.
Austin, TX
AUM
$1.78B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-486-0810
NXG INVESTMENT MANAGEMENT
Dallas, TX
AUM
$1.75B
Wealth MgmtRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-692-6334
INTRUA FINANCIAL
Houston, TX
AUM
$1.75B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-355-9910
SWIFT CREEK PARTNERS
Dallas, TX
AUM
$1.74B
Wealth MgmtRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-692-4200
MERIDIAN WEALTH ADVISORS, LLC
Austin, TX
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
512-717-5580
MSC ADVISER I, LLC
Houston, TX
AUM
$1.73B
Wealth Mgmt
Team
54 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-350-6000
STAFFORD CAPITAL PARTNERS INC.
Austin, TX
AUM
$1.72B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(512) 334-6489
LEE FINANCIAL COMPANY, LLC
Dallas, TX
AUM
$1.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-960-1001
TRACE CAPITAL MANAGEMENT LP
Houston, TX
AUM
$1.68B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-217-2722
ADAR1 CAPITAL MANAGEMENT, LLC
Austin, TX
AUM
$1.68B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-254-3790
TAILWIND ADVISORS
Fort Worth, TX
AUM
$1.67B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-708-3663
PICKERING ENERGY PARTNERS LP
Houston, TX
AUM
$1.66B
Wealth MgmtRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-804-7575
QUATTRO FINANCIAL ADVISORS
The Woodlands, TX
AUM
$1.66B
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
281 323 4007
AUM
$1.62B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-741-1070
ISC ADVISORS, INC.
Dallas, TX
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214 520 1115
SATORI CAPITAL, LLC
Dallas, TX
AUM
$1.61B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
214-390-6270
MOMENTUM INDEPENDENT NETWORK INC.
Dallas, TX
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
97 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
214-859-1800