SWBC INVESTMENT COMPANY
San Antonio, TX
AUM
$256.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
210-376-3279
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$254.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-833-2684
WESTPARK WEALTH ADVISORS, INC.
Houston, TX
AUM
$254.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-266-2993
RIVERCHASE WEALTH MANAGEMENT, LLC
Flower Mound, TX
AUM
$251.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(972) 471-9013
STYRE WEALTH
Fort Worth, TX
AUM
$250.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
817-605-7833
DEAN WEALTH PARTNERS, LLC
Austin, TX
AUM
$249.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(512) 346-1703
GUIDED CAPITAL WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$249.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
832-975-0710
FOCUS WEALTH ADVISORS, LLC
Houston, TX
AUM
$247.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
(713) 800-7170
994 GROUP
Austin, TX
AUM
$244.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(512) 853-9597
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
Cedar Park, TX
AUM
$244.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512-522-4838
STEGENT EQUITY ADVISORS INC.
Houston, TX
AUM
$243.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
713-840-9300 X104
CARLIN WEALTH MANAGEMENT GROUP, LLC
Austin, TX
AUM
$240.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
737-414-6565
STOREHOUSE FINANCIAL LLC
Fort Worth, TX
AUM
$240.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-305-3233
FOREFRONT
Austin, TX
AUM
$239.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
512-617-1984
SNOWCAP CAPITAL MANAGEMENT
Dallas, TX
AUM
$238.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-739-2025
REDEMPTION CAPITAL
Midland, TX
AUM
$237.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
432-236-0866
CENTENNIAL ADVISORS, LLC
Austin, TX
AUM
$237.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(512) 265-5000
FIRESIDE CAPITAL ADVISORS
Dallas, TX
AUM
$236.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
469-357-6370
TEVIS INVESTMENT MANAGEMENT, LLC
Plano, TX
AUM
$234.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(972) 971-2169
WATERCOLOR FINANCIAL
Austin, TX
AUM
$234.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
512-250-1544
SVRN ASSET MANAGEMENT, LLC
Austin, TX
AUM
$231.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
773-442-2294
VANN EQUITY MANAGEMENT LLC
Plano, TX
AUM
$231.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-983-0346
AUSTERRA WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$230.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
214-810-0250
D.H. HILL ADVISORS, INC.
Kingwood, TX
AUM
$226.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
832-644-1852