LAVACA CAPITAL, LLC
Houston, TX
AUM
$927.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-904-4027
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
COYLE CAPITAL, LLC
Lakeway, TX
AUM
$925.2M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(512) 522-9043
KELLER WEALTH ADVISORS
Victoria, TX
AUM
$923.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
361-573-4383
GOODMAN FINANCIAL CORPORATION
Houston, TX
AUM
$915.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
713-599-1777
CHRISTOPHER & CO., LLC
Austin, TX
AUM
$913.8M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-785-9710
BRAEMONT CAPITAL
Dallas, TX
AUM
$913.0M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-833-8883
BRIAUD FINANCIAL ADVISORS
College Station, TX
AUM
$912.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
979-260-9771
BROOKMONT CAPITAL MANAGEMENT
Dallas, TX
AUM
$910.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ASSETS CONSULTED UPON
214-953-0190
AUM
$909.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
817-861-7099
RICHARD P. SLAUGHTER ASSOCIATES, INC.
Austin, TX
AUM
$905.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
512-918-0000
DISTRIBUTED GLOBAL MANAGER LP
Austin, TX
AUM
$902.7M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-725-7514
RIATA CAPITAL GROUP, LLC
Dallas, TX
AUM
$901.1M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
214-740-3600
GEC ADVISORS LLC
Houston, TX
AUM
$892.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
713-993-7222
COMMERCE STREET INVESTMENT MANAGEMENT
Dallas, TX
AUM
$891.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
214-545-6800
LWO LLC
Dallas, TX
AUM
$890.8M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
605-380-5347
BLUESCAPE ENERGY PARTNERS LLC
Dallas, TX
AUM
$890.4M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
469-398-2200
ERGUZ, LLC
The Woodlands, TX
AUM
$889.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
832-631-6284
STRATA WEALTH ADVISORS, LLC
Dallas, TX
AUM
$886.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(214) 420-7020
INSIGHT EQUITY MANAGEMENT COMPANY LLC
Southlake, TX
AUM
$885.9M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-488-7775
CFM WEALTH PARTNERS LLC
Austin, TX
AUM
$885.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(512) 366-3925
ROBERT HARRELL, INCORPORATED
Austin, TX
AUM
$885.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
512-795-9100
OPTAS, LLC
Dripping Springs, TX
AUM
$881.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
888-284-7139
ROSCOMMON ANALYTICS LLC
Houston, TX
AUM
$880.6M
Wealth Mgmt
Team
45 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-850-8865
ALPHA CAPITAL MANAGEMENT
Austin, TX
AUM
$871.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
512-322-9318