BRASADA CAPITAL MANAGEMENT, LP
Houston, TX
AUM
$679.1M
Wealth MgmtTrusts & Estates
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-630-8390
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
SIGNAL SECURITIES, INC.
Fort Worth, TX
AUM
$679.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
817-877-4256
TYME ADVISORS
Plano, TX
AUM
$678.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-480-7904
9823 CAPITAL, LP
Dallas, TX
AUM
$677.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
214-849-5800
WATERWAY WEALTH MANAGEMENT, L.L.C.
The Woodlands, TX
AUM
$675.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
281-363-0000
THE GOFF FINANCIAL GROUP
Houston, TX
AUM
$674.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-850-8900
OAKWELL PRIVATE WEALTH MANAGEMENT
Austin, TX
AUM
$668.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
1-800-55OAKWELL
CAYETANO DEVELOPMENT, LLC
Austin, TX
AUM
$666.6M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
512-600-3119
AUM
$663.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
214-922-9200
HARRELL INVESTMENT PARTNERS, LLC
Austin, TX
AUM
$662.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-759-8000
PENDER CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$661.4M
Wealth Mgmt
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
214-988-9914
BANORTE ASSET MANAGEMENT, INC.
Houston, TX
AUM
$661.2M
Wealth MgmtTrusts & Estates
Team
17 advisors
Clients
—
Fees
Percentage of AUM
713-980-4600
ST. JAMES INVESTMENT COMPANY, LLC
Southlake, TX
AUM
$660.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
214-484-7250
GOODLANDER INVESTMENT MANAGEMENT, LLC
Dallas, TX
AUM
$660.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
254-716-6313
ASPEN WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$657.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
817-546-6353
OPTIMA ASSET MANAGEMENT INC
Dallas, TX
AUM
$657.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
972-726-0400
WELA FINANCIAL ADVISORY
San Antonio, TX
AUM
$657.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
210-530-9599
EARLY MCCLINTIC & MCMILLAN, LLC
Stafford, TX
AUM
$652.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
281-491-5260
MONEX ASSET MANAGEMENT, INC.
Houston, TX
AUM
$650.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-877-8234
AUM
$650.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-548-1000
REAP FINANCIAL GROUP, LLC
Austin, TX
AUM
$648.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-249-7300
SPICEWOOD MINERAL MANAGEMENT, LLC
Dallas, TX
AUM
$644.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-489-7090
ELDRED ROCK PARTNERS, LLC
San Antonio, TX
AUM
$644.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
726-208-0800
GRANITE HARBOR ADVISORS, INC.
Houston, TX
AUM
$642.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
832-461-0789