WESTWOOD WEALTH MANAGEMENT
Dallas, TX
AUM
$749.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
2147566900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX
1,712 advisers found
AUTUMN GLORY PARTNERS, LLC
Dallas, TX
AUM
$747.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
214-378-1212
PAX FINANCIAL GROUP
San Antonio, TX
AUM
$747.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
210-881-5700
CROSSPLANE CAPITAL MANAGEMENT, LP
Dallas, TX
AUM
$736.2M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
817-995-8462
THOMIST CAPITAL MANAGEMENT, LP
Houston, TX
AUM
$736.2M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(832) 678-2412
VIRTUS FAMILY OFFICE
El Paso, TX
AUM
$726.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
915-730-3885
HADDINGTON VENTURES, LLC
Houston, TX
AUM
$726.4M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-532-7992
WEALTHSTAR ADVISORS, LLC
Plano, TX
AUM
$723.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-372-2935
DOLIVER ADVISORS, L.P.
Houston, TX
AUM
$718.4M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-917-0022
MAIN STREET RETIREMENT PLANNING, LLC
Coppell, TX
AUM
$716.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
972-393-0376
MANSKE WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$707.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(713) 581-1994
E & G ADVISORS, LLC
Houston, TX
AUM
$706.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
713-880-5819
REMPART ASSET MANAGEMENT
Montreal, Quebec, TX
AUM
$705.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
514-394-2776
LATTICEWORK CAPITAL MANAGEMENT LLC
Dallas, TX
AUM
$705.1M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
917-676-6742
CCC ADVISORS, LLC
Austin, TX
AUM
$703.3M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-412-3300
LAUTERBACH FINANCIAL ADVISORS, LLC
El Paso, TX
AUM
$700.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
915-544-6950
AETHON ENERGY MANAGEMENT
Dallas, TX
AUM
$700.1M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-750-3820
IKARIAN CAPITAL
Dallas, TX
AUM
$698.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-276-0670
DIESSLIN GROUP, INC.
Fort Worth, TX
AUM
$696.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
817-332-6122
OPTIMUM QUANTVEST CORPORATION
Dallas, TX
AUM
$695.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
263-381-5677
BRIDGE CAPITAL ADVISORS
Houston, TX
AUM
$687.3M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
2813560193
PRECEDENT WEALTH PARTNERS, LLC
Houston, TX
AUM
$685.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(713)244-6450
CENTURY MANAGEMENT FINANCIAL ADVISORS
Austin, TX
AUM
$679.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
512-329-0050
SAXON FINANCIAL GROUP
Houston, TX
AUM
$679.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
713-425-5340