WJ INTERESTS, LLC
Sugar Land, TX
AUM
$633.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
281-634-9400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
STUART INVESTMENT ADVISORS, INC.
Austin, TX
AUM
$630.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
512-478-2275
DAVIDSON CAPITAL MANAGEMENT, INC
Corpus Christi, TX
AUM
$630.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
361-906-0070
SOVEREIGN WEALTH ADVISORS LLC
Houston, TX
AUM
$625.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
713-527-3400
FCA CORP
Houston, TX
AUM
$623.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-781-2856
EQ WEALTH ADVISORS
Dallas, TX
AUM
$617.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
214-389-6750
TLWM FINANCIAL
San Antonio, TX
AUM
$605.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
1-877-348-8822
AUM
$604.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(857) 334-1921
ACKERMAN CAPITAL MANAGEMENT
Dallas, TX
AUM
$604.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
214-361-5383
CHJ WEALTH MANAGEMENT
The Woodlands, TX
AUM
$600.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
281-298-2700
ASCENTIS WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$595.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
214-440-3909
VIRAGE CAPITAL MANAGEMENT LP
Houston, TX
AUM
$588.3M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713.840.7700
SANDERS MORRIS LLC
Houston, TX
AUM
$576.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
713-224-3100
LIFESTYLE ASSET MANAGEMENT, INC.
Friendswood, TX
AUM
$571.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
281-612-2035
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
BECK CAPITAL MANAGEMENT LLC
Austin, TX
AUM
$562.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM
512-345-6789
DIGITAL WEALTH PARTNERS
Dallas, TX
AUM
$555.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
307-396-0295
KERCHEVILLE ADVISORS LLC
San Antonio, TX
AUM
$554.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-694-5000
AMICUS FINANCIAL ADVISORS, LLC
Lubbock, TX
AUM
$550.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
806-698-1122
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
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
ROBERTSON INVESTMENT MANAGEMENT
Houston, TX
AUM
$534.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM
713-622-4077
NEW CAPITAL MANAGEMENT, LP
Houston, TX
AUM
$533.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-874-1444
EIGHT 31 FINANCIAL, LLC
Midland, TX
AUM
$532.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
423-282-0251