CALDERWOOD FINANCIAL STRATEGIES, INC.
Houston, TX
AUM
$228.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
832-821-2462
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
AUM
$228.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-363-6920
PRINCIPIA WEALTH ADVISORY, LLC
Dallas, TX
AUM
$225.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-775-0899
REB CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$224.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-572-8922
MCALISTER, SWEET & ASSOCIATES, INC.
Houston, TX
AUM
$224.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
281-897-0700
SPRING CAPITAL MANAGEMENT
Amarillo, TX
AUM
$223.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
806-322-5000
RWM CAPITAL, LLC
Sugar Land, TX
AUM
$222.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
832-981-7000
HALCYON GLOBAL ADVISORS
Dallas, TX
AUM
$221.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(972) 499-8278
WISDOM INDEX ADVISORS
Prosper, TX
AUM
$221.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
972-931-0063
BALLAST ASSET MANAGEMENT
Dallas, TX
AUM
$220.7M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
469-502-3652
THE PERSONAL WEALTH COACH
Salado, TX
AUM
$219.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
254-947-1111
EMC CAPITAL MANAGEMENT, LLC
Houston, TX
AUM
$218.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
832-231-0130
LIFETIME WEALTH MANAGEMENT P.C.
Rockwall, TX
AUM
$216.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
972-771-0650
ICP GROUP INVESTMENT MANAGER, LLC
Dallas, TX
AUM
$215.9M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
469-747-1700
MIAI, INC.
Dallas, TX
AUM
$213.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
214-739-5677
J.E. SIMMONS & CO., P.C.
Dallas, TX
AUM
$213.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-404-1040
HALBERT WEALTH MANAGEMENT, INC
Austin, TX
AUM
$211.2M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
512-263-3800
SUCCESSION FINANCIAL, INC
Mckinney, TX
AUM
$210.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
214-334-6261
STRATEGIC WEALTH PLANNING
Richardson, TX
AUM
$208.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-727-6000
CAPSTAR FINANCIAL SERVICES LLC
Austin, TX
AUM
$207.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(512) 215-9030
ROBINSON VALUE MANAGEMENT, LTD.
San Antonio, TX
AUM
$202.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
210-490-2545
MILLER GLOBAL INVESTMENTS, L.L.C.
Dallas, TX
AUM
$199.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
214-272-8504
FULCRUM WEALTH MANAGEMENT
Plano, TX
AUM
$192.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-304-6942