HAMPTON ROCK WEALTH MANAGEMENT
Austin, TX
AUM
$192.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512-256-9272
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
HIGH PLAINS INVESTMENT ADVISORS, INC.
Lubbock, TX
AUM
$191.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
806-793-7934
COVE WEALTH MANAGEMENT
Houston, TX
AUM
$190.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-821-3243
SOLUTIONS 4 WEALTH
Southlake, TX
AUM
$189.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
817-934-7010
RETIREMENT ADVISORS, LLC
Dallas, TX
AUM
$186.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-371-0545
DIAMOND CLIENT GROUP, LLC
The Woodlands, TX
AUM
$185.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
832-319-1555
DELOS CAPITAL ADVISORS
Dallas, TX
AUM
$185.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
972-810-1610
STRATEGIC ADVISORY SERVICES, L.L.C.
Houston, TX
AUM
$184.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; THIRD PARTY REFERRAL FEES (SELECTION OF OTHER ADVISERS)
713-977-3800
BRAZOS WEALTH ADVISORS LLC
Fort Worth, TX
AUM
$183.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
682-350-1055
WHITE WING WEALTH MANAGEMENT, LLC
The Woodlands, TX
AUM
$182.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
832-764-5305
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
Frisco, TX
AUM
$182.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8663611600
MARTIN CAPITAL ADVISORS, LLP
San Antonio, TX
AUM
$181.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
210-694-2100
AUM
$179.0M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(862) 208-9533
TDC CAPITAL ADVISORS, INC.
College Station, TX
AUM
$177.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
979-260-9696
HILL COUNTRY GROUP
Boerne, TX
AUM
$175.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
830-815-2000
NEWPORT GLOBAL ADVISORS L.P.
The Woodlands, TX
AUM
$174.8M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
713-559-7400
MAQRO ADVISORS LLC
Austin, TX
AUM
$174.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(512) 673-8292
ATX FINANCIAL PLANNING, LLC
Austin, TX
AUM
$174.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
512-693-4040
PROVIDENT FINANCIAL PLANNING, LLC
Addison, TX
AUM
$174.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
888-752-6234
SCHLINDWEIN ASSOCIATES LLC
Dallas, TX
AUM
$167.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-385-7040
RED SWAN PRIVATE CLIENT
Houston, TX
AUM
$165.3M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; ONE TIME CONSULTING FEE
713-360-7928
BLACK BARN FINANCIAL, LLC
Austin, TX
AUM
$164.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(512) 368-9179
SPECTRUM ADVISORS, INC.
Plano, TX
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-931-3700
MURRAY INVESTMENT MANAGEMENT, LLC
Houston, TX
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(713) 850-7444