ROTH FINANCIAL PARTNERS LLC
Kingwood, TX
AUM
$460.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
281-973-8816
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
BEACON ADVISORS
Austin, TX
AUM
$459.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-612-4884
LGT FINANCIAL ADVISORS LLC
Dallas, TX
AUM
$456.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-871-7500
CYPRESS ASSET MANAGEMENT INC
Houston, TX
AUM
$455.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
713-512-2100
HORIZON WEALTH ADVISORS
Houston, TX
AUM
$451.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
713-748-7000
ENZI WEALTH
Austin, TX
AUM
$450.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-795-0030
SSB&T WEALTH MANAGEMENT, LLC
Fredericksburg, TX
AUM
$445.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
830-997-7575
DESTINY ADVISORS LLC
Austin, TX
AUM
$441.4M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-639-9966
BURFORD BROTHERS, INC.
Dallas, TX
AUM
$440.2M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
214-523-2333
BRANSON FOWLKES & CO INC
Houston, TX
AUM
$439.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-780-0606
SMART MONEY GROUP, LLC
Eastland, TX
AUM
$424.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
254-629-3866
POINT BRIDGE CAPITAL, LLC
Fort Worth, TX
AUM
$419.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(817) 529- 4600
TRANSCE3ND LLC
Buda, TX
AUM
$418.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
512-268-9220
FRUTH INVESTMENT MANAGEMENT
Houston, TX
AUM
$417.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
713-464-2283
CAIRD INVESTMENTS
Dallas, TX
AUM
$413.2M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(469)729-0530
CYPRESS CREEK PARTNERS
Austin, TX
AUM
$409.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
800-725-9456
REVERE ASSET
Allen, TX
AUM
$407.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
855-732-5932
TFR CAPITAL
Plano, TX
AUM
$403.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-765-0397
ERBEN ASSOCIATES, LLC
Austin, TX
AUM
$402.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
26-50
Fees
Fixed fees · % OF ASSETS UNDER ADVISEMENT +1 more
512-402-0250
THE CAPITAL CHART ROOM, LTD
Fort Worth, TX
AUM
$400.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
817-801-6455
STONECREST ADVISORS, INC.
Austin, TX
AUM
$398.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
866-342-1069
CARGILE INVESTMENT MANAGEMENT
Midland, TX
AUM
$394.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
432-617-1394
NIXON CAPITAL LLC
Austin, TX
AUM
$389.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512.354.2491
LBJ FAMILY WEALTH ADVISORS, LTD.
Austin, TX
AUM
$388.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
512-457-5000