WEALTH BENEFIT ADVISORS, LLC
Houston, TX
AUM
$380.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
713-980-9100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
FORTITER WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$379.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(832) 941-1234
IRONBRIDGE PRIVATE WEALTH, LLC
Austin, TX
AUM
$379.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
512-327-8901
CMG WEALTH MANAGEMENT
Plano, TX
AUM
$379.4M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
469-729-7084
LEGACY CONSULTING GROUP
Plano, TX
AUM
$378.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
972-599-4750
RHODES INVESTMENT ADVISORS, INC.
Fort Worth, TX
AUM
$376.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
817-334-0455
CONCORDE INVESTMENT MANAGEMENT
Dallas, TX
AUM
$376.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
972-701-5400
CULTIVAR CAPITAL, INC.
Denton, TX
AUM
$375.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
940-600-4553
FINANCIAL LIFE ADVISORS
San Antonio, TX
AUM
$366.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
210-918-8998
CAMDEN WEALTH ADVISORS LLC
Houston, TX
AUM
$366.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
713-341-5312
BEAUMONT ASSET MANAGEMENT, LLC
Beaumont, TX
AUM
$365.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
409-899-9569
SHELTON WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$364.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(817) 415-2877
GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$363.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(214) 367-6170
CRESTMONT PRIVATE WEALTH LLC
Boerne, TX
AUM
$363.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
8304685366
MCDONALD CAPITAL MANAGEMENT
Lubbock, TX
AUM
$357.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
806-744-8617
HERITAGE RETIREMENT ADVISORS, LLC
Colleyville, TX
AUM
$351.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
817-503-0100
AUM
$350.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
203-699-9662
EMPOWER WEALTH MANAGEMENT
Cedar Park, TX
AUM
$349.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
512-833-6557
COTTONWOOD CAPITAL ADVISORS
Irving, TX
AUM
$347.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
9725734030
GBM WEALTH MANAGEMENT, INC.
Houston, TX
AUM
$346.4M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(281) 745-9100
RHP WEALTH MANAGEMENT
Houston, TX
AUM
$344.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(713) 554-2252
CAP SIX ADVISORS
Houston, TX
AUM
$340.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
281-671-7982
ELTEKON ADVISORS, LLC.
West Lake Hills, TX
AUM
$340.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
512-477-3200
CAPITAL IDEAS
Dallas, TX
AUM
$336.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
214-750-4400