HACKETT FINANCIAL GROUP, LLC
Wimberley, TX
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(512) 847-0630
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
STRATEGIC WEALTH MANAGEMENT, LLC
Bedford, TX
AUM
$157.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(817) 391-1090
BISON INVESTMENT ADVISORS, LLC
The Woodlands, TX
AUM
$157.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
281-665-3616
COLLECTIVE WEALTH ADVISORS LLC
Coppell, TX
AUM
$157.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-427-1427
UPTOWN CAPITAL ADVISORS
Dallas, TX
AUM
$153.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
214-628-9508
APPLEWHITE & BUYS FINANCIAL ADVISORS
Dallas, TX
AUM
$153.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
214-710-2498
ANKERSTAR WEALTH, LLC
Leander, TX
AUM
$148.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
512-614-0085
SONNET, LLC
Spring, TX
AUM
$148.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
281-404-4346
STAVIS WEALTH TRANSFER SOLUTIONS
Houston, TX
AUM
$148.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
713-391-8200
MISSION HILL ADVISORS, LLC
Austin, TX
AUM
$148.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
512-829-0622
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
512-458-2517
BIRDROCK WEALTH
Austin, TX
AUM
$146.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
512-236-0071
AUM
$145.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-717-4509
SHELTER WEALTH STRATEGIES, LLC
Houston, TX
AUM
$144.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
713-620-8500
PMG FAMILY OFFICE, LLC
Plano, TX
AUM
$144.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-550-8790
THE ADVISORS GROUP
Lubbock, TX
AUM
$142.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
806-794-3848
STABILITY PARTNERS ADVISORY GROUP, LLC
Spring, TX
AUM
$140.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
832-559-8393
AUM
$139.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
512-818-1800
REVERE CAPITAL MANAGEMENT LP
Dallas, TX
AUM
$138.7M
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-227-9337
TKC WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$138.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
214-389-2000
PARADIGM ADVISORS, LLC
Dallas, TX
AUM
$136.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-756-6066
ALLEGRO MINERAL PARTNERS LLC
Houston, TX
AUM
$135.3M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
832-895-7030
FOGARTY WEALTH MANAGEMENT, INC.
Missouri City, TX
AUM
$135.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281-403-1818
RELIANCE WEALTH MANAGEMENT
San Antonio, TX
AUM
$134.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
210-255-3040