AUM
$133.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-702-8121
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
KANOS CAPITAL MANAGEMENT, LLC
Houston, TX
AUM
$133.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
713-807-0200
CHARIS LEGACY PARTNERS
Bryan, TX
AUM
$132.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
979-406-7875
PMV CAPITAL ADVISERS, LLC
Dallas, TX
AUM
$132.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
972-850-0146
NEXPOINT ADVISORS, L.P.
Dallas, TX
AUM
$131.2M
Wealth MgmtInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM
214-276-6300
AUM
$130.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
432-617-7788
FINANCIAL AURORA, LLC.
Austin, TX
AUM
$130.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512.213.6400
RIA WEALTH ADVISORS, LLC
Round Rock, TX
AUM
$126.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(512) 218-7993
TRINITY INVESTMENT MANAGEMENT, LLC
Fort Worth, TX
AUM
$126.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-874-2700
MASTERPIECE CAPITAL, LLC
Austin, TX
AUM
$124.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(512) 472-9033
ENCOMPASS ADVISORY SERVICES, LLC
Katy, TX
AUM
$121.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
281-371-6300
LEDER FIDUCIARY CAPITAL LLC
Bellaire, TX
AUM
$120.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
713-870-9516
GFN CAPITAL MANAGEMENT
Richardson, TX
AUM
$120.1M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
972-385-0007
AUM
$120.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Fixed fees; Commissions
610-494-1322
TEXAS FINANCIAL ADVISORY
San Antonio, TX
AUM
$117.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(210) 530-1292
GREENSKEEPER ASSET MANAGEMENT INC.
Oakville, Ontario, TX
AUM
$116.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
905-827-1179
HERNDON PLANT OAKLEY LTD
Corpus Christi, TX
AUM
$110.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
361-888-7611
MELLIG GROUP, LLC
The Woodlands, TX
AUM
$109.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
281-206-8856
SIZEMORE CAPITAL MANAGEMENT, LLC
San Isidro, TX
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(214) 265-6597
GRACE CAPITAL MANAGEMENT, LLC
Austin, TX
AUM
$108.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
512-485-1800
DOUBLE EAGLE WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$108.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
214-814-4978
HAVEN FINANCIAL ADVISORS
Austin, TX
AUM
$108.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
512 791 4335
KIPOS WEALTH
Denton, TX
AUM
$107.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
214-799-0229
TURNER CAPITAL INVESTMENTS, LLC
Austin, TX
AUM
$107.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
855-678-8200