THE WATCHMAN GROUP, INC.
Plano, TX
AUM
$639.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
469-241-0122
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX
1,712 advisers found
BELLATORE FINANCIAL, INC.
The Woodlands, TX
AUM
$638.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
832-585-0110
CLARE MARKET INVESTMENTS, LLC
Dallas, TX
AUM
$635.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
866.659.1019
STANLEY CAPITAL MANAGEMENT, LLC
Houston, TX
AUM
$634.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Performance-based fees
713-900-3200
WJ INTERESTS, LLC
Sugar Land, TX
AUM
$633.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
281-634-9400
STUART INVESTMENT ADVISORS, INC.
Austin, TX
AUM
$630.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
512-478-2275
DAVIDSON CAPITAL MANAGEMENT, INC
Corpus Christi, TX
AUM
$630.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
361-906-0070
AUM
$626.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-466-9118
CROSSTIMBERS CAPITAL GROUP, LLC
Houston, TX
AUM
$626.2M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
832-487-0007
SOVEREIGN WEALTH ADVISORS LLC
Houston, TX
AUM
$625.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
713-527-3400
FCA CORP
Houston, TX
AUM
$623.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-781-2856
SHOTEN CAPITAL LP
Austin, TX
AUM
$622.4M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-265-3800
CORUS FAMILY WEALTH ADVISORS, INC.
Mckinney, TX
AUM
$619.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-422-1010
DI INVESTMENT MANAGEMENT LP
Dallas, TX
AUM
$617.6M
Wealth Mgmt
Team
45 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-775-4712
EQ WEALTH ADVISORS
Dallas, TX
AUM
$617.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
214-389-6750
FREEDOM DAY SOLUTIONS, LLC
Houston, TX
AUM
$615.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Subscription fees +1 more
713-784-3878
TRINITY INVESTORS FUND ADVISORS, LLC
Southlake, TX
AUM
$606.6M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; PROJECT LEVEL CARRIED INTEREST
817-310-2900
TLWM FINANCIAL
San Antonio, TX
AUM
$605.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
1-877-348-8822
AUM
$604.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(857) 334-1921
ACKERMAN CAPITAL MANAGEMENT
Dallas, TX
AUM
$604.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
214-361-5383
VENDERA MANAGEMENT HOLDINGS, LLC
Dallas, TX
AUM
$602.8M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
469-248-3079
CHJ WEALTH MANAGEMENT
The Woodlands, TX
AUM
$600.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
281-298-2700
ASCENTIS WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$595.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
214-440-3909
OUTLOOK WEALTH ADVISORS, LLC
The Woodlands, TX
AUM
$593.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
281-872-1515