PINE VALLEY CAPITAL PARTNERS LLC
Austin, TX
AUM
$869.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
737-497-3710
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX
1,712 advisers found
PROBITY ADVISORS, INC.
Dallas, TX
AUM
$859.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-891-8131
GREY ROCK MANAGEMENT PARTNERS IV, LLC
Dallas, TX
AUM
$856.7M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-396-2850
APEIRON
Dallas, TX
AUM
$852.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-421-2068
IRONARC MANAGEMENT, LLC
Austin, TX
AUM
$834.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(206) 450-7899
CLIMATE INVESTMENT
Houston, TX
AUM
$831.4M
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-713-402-8266
CENTERGATE CAPITAL
Austin, TX
AUM
$828.3M
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-717-7100
PLATFORM PARTNERS LLC
Houston, TX
AUM
$824.8M
Wealth Mgmt
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
713-335-2300
HIGHCREST CAPITAL, LLC
Fredericksburg, TX
AUM
$823.7M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
830-214-2770
NEXANNUITY ASSET MANAGEMENT, L.P.
Dallas, TX
AUM
$823.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
214-276-6300
ALTA FOX CAPITAL MANAGEMENT, LLC
Fort Worth, TX
AUM
$821.4M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-350-4230
ASSETBUILDER, INC.
Allen, TX
AUM
$812.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
972-535-4040
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC
Houston, TX
AUM
$811.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
281-599-3129
TANGLEWOOD LEGACY ADVISORS, LLC
Houston, TX
AUM
$809.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-599-4999
PROVENTUS AG
Zurich, TX
AUM
$807.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
+41 44 217 83 83
MOSS, LUSE & WOMBLE, LLC
Plano, TX
AUM
$803.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
972-674-2584
CLEAR TRAIL ADVISORS, LLC
Houston, TX
AUM
$803.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(713) 893-9870
ELSEWHERE PARTNERS, LLC
Austin, TX
AUM
$803.0M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-481-4035
HARRIS PRESTON & PARTNERS, LLC
Austin, TX
AUM
$799.2M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE ALLOCATION
512-505-4111
CRESTA ADVISORS
Laredo, TX
AUM
$786.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
956-267-8130
PIN OAK INVESTMENT ADVISORS INC
Houston, TX
AUM
$784.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +2 more
713-871-8300
HOURGLASS CAPITAL, LLC
Houston, TX
AUM
$768.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-936-0440
URBAN FUND MANAGEMENT, LLC
Plano, TX
AUM
$767.8M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
972-543-8812
PARATUS FINANCIAL, INC.
Dallas, TX
AUM
$757.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
214-378-7400