FIRST DALLAS SECURITIES, INC.
Dallas, TX
AUM
$335.7M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Commissions
214-954-1177
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
THE MENARD FINANCIAL GROUP, LLC
Houston, TX
AUM
$335.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-364-1515
DOVETAIL WEALTH MANAGEMENT, LLC
Taylor, TX
AUM
$333.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(512) 352-1613
PATRON PARTNERS, LLC
Houston, TX
AUM
$325.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
971-371-3450
PALOGIC VALUE MANAGEMENT, L.P.
Dallas, TX
AUM
$324.9M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-871-2700
AWM FINANCIAL SERVICES INC.
The Woodlands, TX
AUM
$320.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
281-444-7555
PLAGENS & TAYLOR WEALTH MANAGEMENT
San Angelo, TX
AUM
$318.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
325-486-8600
GLASS WEALTH MANAGEMENT CO., LLC
San Antonio, TX
AUM
$311.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
210-930-5141
LAKE WHILLANS CAPITAL PARTNERS LLC
Plano, TX
AUM
$311.9M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 389-1032
BROADWAY WEALTH SOLUTIONS
San Antonio, TX
AUM
$308.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
(210) 283-6600
CORE CAPITAL MANAGEMENT AND RESEARCH INC.
Houston, TX
AUM
$298.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
713-864-4300
AVID WEALTH PARTNERS, LLC
San Antonio, TX
AUM
$298.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(210) 864-3333
BEST INVEST
San Antonio, TX
AUM
$296.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
210-888-2820
AUSTIN MONEY MANAGEMENT CORPORATION
Austin, TX
AUM
$296.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(512) 607-5008
M.C. BYRD WEALTH MANAGEMENT, LLC
Bellville, TX
AUM
$294.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
979-865-0660
NUCLO WEALTH
Houston, TX
AUM
$293.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
281 857-6435
PLANGUIDE FINANCIAL
Southlake, TX
AUM
$277.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
775-379-9729
VIBURNUM FUNDS PTY LTD
Nedlands, TX
AUM
$276.4M
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+61864309850
ROSEROCK WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$275.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(214) 220-8989
AUM
$271.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
214-460-3992
LIVE OAK INVESTMENT PARTNERS
Austin, TX
AUM
$266.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
512-532-4700
WISNIEWSKI WEALTH MANAGEMENT
Dallas, TX
AUM
$266.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(972) 965-8261
BRIGHT WEALTH MANAGEMENT, LLC
Lewisville, TX
AUM
$265.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS
(972) 410-6623
IMPERIUM WEALTH MANAGEMENT, LLC
San Antonio, TX
AUM
$264.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
210-332-9533