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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
CRIMSON MANAGEMENT
Houston, TX
AUM
$324.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
713-525-1520
ASSET PRESERVATION GROUP INC
Grapevine, TX
AUM
$321.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
817-251-1008
FOUNDER FAMILY FINANCIAL, LLC
Austin, TX
AUM
$321.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
843-621-0435
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
OPENAIR FINANCIAL, LLC
Southlake, TX
AUM
$318.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
214-233-6059
BONNER & SMITH, LLC
Lubbock, TX
AUM
$314.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
806-798-1880
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
NFWM
Plano, TX
AUM
$311.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(214) 379-3333
BROADWAY WEALTH SOLUTIONS
San Antonio, TX
AUM
$308.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
(210) 283-6600
LEAP WEALTH MANAGEMENT
Dallas, TX
AUM
$305.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
214-420-7441
PENNEY FINANCIAL
Houston, TX
AUM
$303.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
713-300-5165
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
BEACON FINANCIAL ADVISORS LTD
Houston, TX
AUM
$296.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
713-622-9981
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
ORSER CAPITAL MANAGEMENT LLC
Southlake, TX
AUM
$289.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
817- 697-2385
WORTH ASSET MANAGEMENT
Dallas, TX
AUM
$288.2M
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
—
Fees
Percentage of AUM
469-257-5074
FOUNDERS CAPITAL MANAGEMENT INC
Houston, TX
AUM
$281.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
713-877-1188
SCHLEGEL DUNN LLC
Plano, TX
AUM
$279.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(972) 327-3607