MILLER GLOBAL INVESTMENTS, L.L.C.
Dallas, TX
AUM
$199.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
214-272-8504
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
AVANT FINANCIAL ADVISORS
Austin, TX
AUM
$196.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
512-910-2467
J.K. FINANCIAL, INC.
Dallas, TX
AUM
$195.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
214-706-4300
AUM
$193.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
512-394-6596
FULCRUM WEALTH MANAGEMENT
Plano, TX
AUM
$192.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-304-6942
HAMPTON ROCK WEALTH MANAGEMENT
Austin, TX
AUM
$192.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512-256-9272
HIGH PLAINS INVESTMENT ADVISORS, INC.
Lubbock, TX
AUM
$191.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
806-793-7934
FORTHRIGHT FAMILY WEALTH ADVISORY LLC
Houston, TX
AUM
$191.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-510-3510
COVE WEALTH MANAGEMENT
Houston, TX
AUM
$190.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-821-3243
SOLUTIONS 4 WEALTH
Southlake, TX
AUM
$189.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
817-934-7010
DIAMOND CLIENT GROUP, LLC
The Woodlands, TX
AUM
$185.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
832-319-1555
DELOS CAPITAL ADVISORS
Dallas, TX
AUM
$185.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
972-810-1610
STRATEGIC ADVISORY SERVICES, L.L.C.
Houston, TX
AUM
$184.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; THIRD PARTY REFERRAL FEES (SELECTION OF OTHER ADVISERS)
713-977-3800
BRINDLE & BAY FINANCIAL ADVISORS, LLC
Frisco, TX
AUM
$184.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
214-988-9178
BRAZOS WEALTH ADVISORS LLC
Fort Worth, TX
AUM
$183.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
682-350-1055
WHITE WING WEALTH MANAGEMENT, LLC
The Woodlands, TX
AUM
$182.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
832-764-5305
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
Frisco, TX
AUM
$182.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8663611600
MARTIN CAPITAL ADVISORS, LLP
San Antonio, TX
AUM
$181.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
210-694-2100
AUM
$181.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
972-972-8565
FARRIS CAPITAL MANAGEMENT INC.
Carrollton, TX
AUM
$177.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-525-2141
BANNERMAN WEALTH
Lewisville, TX
AUM
$176.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(214) 919-4448
HILL COUNTRY GROUP
Boerne, TX
AUM
$175.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
830-815-2000
WPA FAMILY OFFICE, LLC
Dallas, TX
AUM
$175.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(214) 945-0888
TNT ASSET MANAGEMENT, LLC
Round Rock, TX
AUM
$174.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
512-255-1600