TITAN RETIREMENT ADVISORS LLC
Fulshear, TX
AUM
$531.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
713-239-2866
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
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
TRINITY LEGACY PARTNERS, LLC
Houston, TX
AUM
$521.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-999-8053
DEAN, JACOBSON FINANCIAL SERVICES
Fort Worth, TX
AUM
$519.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
817-335-3214
HAVEN WEALTH GROUP
Houston, TX
AUM
$514.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; FLAT FEE FOR FINANCIAL PLAN
713-980-8820
LEO WEALTH AMERICAS, LLC
Hurst, TX
AUM
$512.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
817-354-1090
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
SMH CAPITAL ADVISORS LLC
Fort Worth, TX
AUM
$503.1M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
817-569-7000
OUTRUNNER CAPITAL, LLC
Austin, TX
AUM
$498.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
512-649-3192
SOCORRO ASSET MANAGEMENT
Dallas, TX
AUM
$497.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
214-550-1852
WILLIAM MADISON ADVISORS, INC.
Abilene, TX
AUM
$497.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
325-673-6171
RR ADVISORS, LLC
Dallas, TX
AUM
$496.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-871-8680
RELEVANCE CAPITAL MANAGEMENT
Denton, TX
AUM
$495.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
940-387-7526
PORTFOLIO ADVISORY COUNCIL,L.L.C.
Houston, TX
AUM
$494.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
713.574.6015
ALLRED HARRIS WEALTH MANAGEMENT.
Dallas, TX
AUM
$493.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-965-7695
MILITIA INVESTMENTS, LLC
Austin, TX
AUM
$483.6M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
773-442-2294
JOYCE WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$483.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-714-8500
OAKSTREET WEALTH MANAGEMENT, INC.
Magnolia, TX
AUM
$482.0M
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
800-803-9885
KEENER FINANCIAL PLANNING
Keller, TX
AUM
$479.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
More than 500
Fees
Hourly charges; Fixed fees
817-993-0401
RFG WEALTH ADVISORY
Argyle, TX
AUM
$476.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
940-464-4104
AUM
$470.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
512-368-4666
CLEAR SKY ADVISERS, LLC
Bellaire, TX
AUM
$466.6M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-263-3300
BROWNLEE WEALTH MANAGEMENT
Houston, TX
AUM
$465.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
281-377-3170
SLW INVESTMENT MANAGEMENT, LLC
Dallas, TX
AUM
$464.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
214-871-5200