BIRNAM WOOD CAPITAL, LLC
Dallas, TX
AUM
$106.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214.935.3707
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
A SLING & A STONE, INCORPORATED
Burnet, TX
AUM
$104.6M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-553-5151
PABRAI WAGONS ADVISORS
West Lake Hills, TX
AUM
$104.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
512.999.7110
BENZER CAPITAL
Missouri City, TX
AUM
$102.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-979-2300
ENDURANCE FINANCIAL PLANNING, LLC
Mcallen, TX
AUM
$101.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(956) 630 - 7231
CMH WEALTH MANAGEMENT
Dallas, TX
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(214) 692-5878
UPSPRING CAPITAL LLC
Dallas, TX
AUM
$99.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(214) 720-0909
BOX FINANCIAL ADVISORS, LLC
Grapevine, TX
AUM
$96.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(817) 865-1811
BURKE WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$95.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
713-933-5402
SUNSAGE CAPITAL MANAGEMENT
Grapevine, TX
AUM
$94.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(214) 989-7710
SADDOCK WEALTH, LLC
Dallas, TX
AUM
$94.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-437-5201
ATX PORTFOLIO ADVISORS, LLC
Austin, TX
AUM
$93.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512-537-5955
CPR FINANCIAL & INSURANCE SERVICES, INC.
Prosper, TX
AUM
$89.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
877-431-6997
DAVIS FINANCIAL SERVICES
Dallas, TX
AUM
$86.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(972) 233-8300
TRINSIC CAPITAL, LLC
Fort Worth, TX
AUM
$84.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
817-529-6100
TORRES FINANCIAL SERVICES, INC.
San Antonio, TX
AUM
$83.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
210-342-2700
FINANCIAL CORNERSTONES, LLC
The Woodlands, TX
AUM
$81.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
832-400-2400
PERENNIAL WEALTH ADVISORS, LLC
Canadian, TX
AUM
$80.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(806) 323-4046
S SQUARED ADVISORS LLC
Austin, TX
AUM
$79.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512.297.1824
VINEYARD FAMILY WEALTH ADVISORS
Houston, TX
AUM
$78.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(832) 500-8985
EVIDENCE ADVISORS INVESTMENT MANAGEMENT
Boerne, TX
AUM
$78.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-591-1170
LIBERTY PARK CAPITAL MANAGEMENT, LLC
Austin, TX
AUM
$77.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(504) 919-0090
WARDLAW WEALTH MANAGEMENT LLC
Waco, TX
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
254-776-5310