OPTIMUS CAPITAL ADVISORS, LLC
Coppell, TX
AUM
$264.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-745-7704
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
TRIPPON WEALTH MANAGEMENT GROUP LLC
Houston, TX
AUM
$262.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
713-661-1040
TEAM FINANCIAL STRATEGIES
Abilene, TX
AUM
$262.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
325-480-1587
REDWOOD FAMILY WEALTH LLC
Addison, TX
AUM
$258.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
469-965-4001
SWBC INVESTMENT COMPANY
San Antonio, TX
AUM
$256.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
210-376-3279
MEROS INVESTMENT MANAGEMENT, LP
Dallas, TX
AUM
$255.5M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-871-5200
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$254.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-833-2684
WESTPARK WEALTH ADVISORS, INC.
Houston, TX
AUM
$254.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-266-2993
RIVERCHASE WEALTH MANAGEMENT, LLC
Flower Mound, TX
AUM
$251.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(972) 471-9013
STYRE WEALTH
Fort Worth, TX
AUM
$250.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
817-605-7833
DEAN WEALTH PARTNERS, LLC
Austin, TX
AUM
$249.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(512) 346-1703
MCKINNEY CAPITAL MANAGEMENT
Houston, TX
AUM
$246.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
713-888-0841
994 GROUP
Austin, TX
AUM
$244.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(512) 853-9597
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
Cedar Park, TX
AUM
$244.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512-522-4838
POSITION WEALTH
The Woodlands, TX
AUM
$242.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
281-968-2780
STOREHOUSE FINANCIAL LLC
Fort Worth, TX
AUM
$240.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-305-3233
SNOWCAP CAPITAL MANAGEMENT
Dallas, TX
AUM
$238.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-739-2025
BROADMARK ASSET MANAGEMENT LLC
Dallas, TX
AUM
$238.4M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2147566900
REDEMPTION CAPITAL
Midland, TX
AUM
$237.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
432-236-0866
CENTENNIAL ADVISORS, LLC
Austin, TX
AUM
$237.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(512) 265-5000
CROWDSTREET ADVISORS, LLC
Austin, TX
AUM
$231.9M
Wealth Mgmt
Team
11 employees
Clients
—
Fees
Percentage of AUM
(888) 432-7693
SVRN ASSET MANAGEMENT, LLC
Austin, TX
AUM
$231.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
773-442-2294
VANN EQUITY MANAGEMENT LLC
Plano, TX
AUM
$231.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-983-0346
ATLASMARK FINANCIAL, INC.
Austin, TX
AUM
$228.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
512-270-2900