VIRAGE CAPITAL MANAGEMENT LP
Houston, TX
AUM
$588.3M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713.840.7700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
KDK PRIVATE WEALTH MANAGEMENT
Houston, TX
AUM
$584.6M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-391-8044
ARMADILLO LITIGATION FUNDING LLC
Houston, TX
AUM
$581.4M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713.861.7200
MOSAIC ADVISORS
Houston, TX
AUM
$580.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
51-100
Fees
Fixed fees
713-980-4100
CIVITAS CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$578.6M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
214-572-2300
MUDDY WATERS CAPITAL LLC
Austin, TX
AUM
$576.3M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 429-8167
SANDERS MORRIS LLC
Houston, TX
AUM
$576.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
713-224-3100
LIFESTYLE ASSET MANAGEMENT, INC.
Friendswood, TX
AUM
$571.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
281-612-2035
ACT WEALTH MANAGEMENT, LLC
Allen, TX
AUM
$568.8M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
214-618-2022
GENERATIONAL WEALTH ADVISORS
Richardson, TX
AUM
$568.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-378-1795
SEQUEL HOLDINGS, L.P.
Dallas, TX
AUM
$563.0M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-292-4150
BECK CAPITAL MANAGEMENT LLC
Austin, TX
AUM
$562.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM
512-345-6789
ROG VI L.L.C.
Houston, TX
AUM
$561.3M
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
713-874-9000
ENDEAVOR ADVISORS, LLC
The Woodlands, TX
AUM
$559.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
281-326-9902
QVIDTVM MANAGEMENT LLC
The Woodlands, TX
AUM
$555.8M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Performance-based fees
212-457-9077
DIGITAL WEALTH PARTNERS
Dallas, TX
AUM
$555.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
307-396-0295
KERCHEVILLE ADVISORS LLC
San Antonio, TX
AUM
$554.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-694-5000
SUNTX CAPITAL MANAGEMENT CORP.
Dallas, TX
AUM
$554.2M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-663-8900
NEXUS ONE FINANCIAL ADVISORS LLC
Plano, TX
AUM
$552.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 800-4442
THE SUM
The Woodlands, TX
AUM
$551.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
281-940-4859
AMICUS FINANCIAL ADVISORS, LLC
Lubbock, TX
AUM
$550.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
806-698-1122
IAS WEALTH MANAGEMENT, INC.
The Woodlands, TX
AUM
$549.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281-364-0606
MACK & CO. PARTNERS, LP
Dallas, TX
AUM
$549.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(945) 293-6405
MILLS WEALTH ADVISORS, LLC
Southlake, TX
AUM
$548.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
817-416-7300