VIRTUS REAL ESTATE LLC
Austin, TX
AUM
$1.14B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-891-1230
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
OAK HARVEST INVESTMENT SERVICES
Houston, TX
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-822-1350
HM INTERNATIONAL L.L.C.
Austin, TX
AUM
$1.13B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
918-664-1914
INSIGHT WEALTH PARTNERS
Plano, TX
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
972-543-4800
CROSSMARK WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-260-9000
RHAME & GORRELL WEALTH MANAGEMENT
The Woodlands, TX
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM
(832) 789-1100
THE CLARUS GROUP
Houston, TX
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
713-621-3500
INTEGRITY ADVISORY SOLUTIONS
Dallas, TX
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
108 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(214) 919-2165
COPPELL ADVISORY SOLUTIONS LLC
Dallas, TX
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
77 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-888-8020
ENCLAVE ADVISORS, LLC
Austin, TX
AUM
$1.10B
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
512-527-3105
NEXPOINT REAL ESTATE ADVISORS X, L.P.
Dallas, TX
AUM
$1.10B
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
214-276-6300
PRESIDIO INVESTORS LLC
Austin, TX
AUM
$1.09B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-772-1725
HOLT CAPITAL PARTNERS, L.P.
Fort Worth, TX
AUM
$1.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
817-877-1430
AUM
$1.09B
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
817-350-4312
MCGOWAN GROUP ASSET MANAGEMENT, INC.
Dallas, TX
AUM
$1.08B
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
214-720-4400
AUSTIN WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
512-467-2000
UPTICK PARTNERS, LLC
Nacogdoches, TX
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(936) 800-0800
AVIDITY PARTNERS MANAGEMENT LP
Dallas, TX
AUM
$1.06B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-550-1696
BSIP SLP GP, LLC
Frisco, TX
AUM
$1.06B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
469-421-8060
SEQUENT ASSET MANAGEMENT, LLC
Houston, TX
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
713-467-0008
BAYOU CITY ENERGY
Houston, TX
AUM
$1.05B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
713-400-8200
PARAGON FINANCIAL ADVISORS
College Station, TX
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
979-693-3907
ESP INVESTMENT ADVISORS LLC
Dallas, TX
AUM
$1.04B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-987-6100
ROGERS WEALTH GROUP, INC.
Fort Worth, TX
AUM
$1.04B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
817-334-0351