QUOTIENT WEALTH PARTNERS, LLC
Dallas, TX
AUM
$4.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(469) 912-2522
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
AUM
$4.19B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
39 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
945-229-5873
BLUESPRING WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$4.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
737-443-2122
GFS ADVISORS LLC
Houston, TX
AUM
$3.76B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
713-968-0400
TRB WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$3.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
832-810-3565
RETIREMENT PLANNERS OF AMERICA
Plano, TX
AUM
$3.59B
Financial PlanningWealth MgmtTrusts & Estates
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM
469-246-3600
VENTURI PRIVATE WEALTH
Austin, TX
AUM
$3.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(512) 220-2035
ADVISOR RESOURCE COUNCIL
Dallas, TX
AUM
$3.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
70 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(972) 421-1360
CHILTON CAPITAL MANAGEMENT LLC
Houston, TX
AUM
$3.23B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
26-50
Fees
Percentage of AUM
(713) 650-1995
1900 WEALTH
San Antonio, TX
AUM
$3.07B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
210-736-7770
PARADIGM GLOBAL INVESTORS
Dallas, TX
AUM
$3.03B
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
774-836-6011
SFMG WEALTH ADVISORS
Plano, TX
AUM
$2.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-960-6460
LEGACY KNIGHT MFO, LLC
Dallas, TX
AUM
$2.85B
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
945-536-5580
BOWIE CAPITAL MANAGEMENT, LLC
Richardson, TX
AUM
$2.81B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
214-712-4951
PAUL COMSTOCK PARTNERS
Houston, TX
AUM
$2.80B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-977-2694
TITLEIST ASSET MANAGEMENT, LLC
San Antonio, TX
AUM
$2.66B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
210-826-2424
SUNBELT SECURITIES
Houston, TX
AUM
$2.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
68 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
713-965-9510
ICON WEALTH PARTNERS
Houston, TX
AUM
$2.58B
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
26-50
Fees
Percentage of AUM; REVENUE SHARING ON CREDIT, CASH, AND INSURANCE SOLUTIONS
713-904-5020
HILLTOP SECURITIES INC.
Dallas, TX
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
214-953-4000
WARWICK PARTNERS
Bryan, TX
AUM
$2.48B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(979) 260-9777
OXBOW ADVISORS, LLC
Austin, TX
AUM
$2.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
512-386-1088
REQUISITE CAPITAL MANAGEMENT LLC
Dallas, TX
AUM
$2.43B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(469) 373-3399
BEAIRD HARRIS
Dallas, TX
AUM
$2.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-503-1040
SATHER FINANCIAL GROUP, INC.
Victoria, TX
AUM
$2.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
361-570-1800