ATLASMARK FINANCIAL, INC.
Austin, TX
AUM
$228.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
512-270-2900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
CALDERWOOD FINANCIAL STRATEGIES, INC.
Houston, TX
AUM
$228.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
832-821-2462
AUM
$228.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-363-6920
SNIDER ADVISORS
Irving, TX
AUM
$228.1M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
214-220-0055
A3 CAPITAL ADVISORS
Houston, TX
AUM
$227.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
713-447-5856
D.H. HILL ADVISORS, INC.
Kingwood, TX
AUM
$226.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
832-644-1852
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
CAPITAL ADVISORY GROUP, INC.
Dallas, TX
AUM
$224.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
972-770-4840
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
STRATEGIC FINANCIAL PLANNING, INC.
Plano, TX
AUM
$220.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-403-1234
STRATEGIC SWISS ADVISORS AG
Wollerau, TX
AUM
$220.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
+41 58 680 64 10
AUM
$219.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
281-758-5252
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
CHRISTIAN FINANCIAL ADVISORS
New Braunfels, TX
AUM
$218.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
830-609-6986
PARKER FINANCIAL ADVISORS LLC
Houston, TX
AUM
$217.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
832-476-3495
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
ARK WEALTH MANAGEMENT
Austin, TX
AUM
$216.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
512-660-5703
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