NEWSTONE CAPITAL PARTNERS, LLC
Dallas, TX
AUM
$544.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-753-4300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX
1,712 advisers found
CIBOLO ENERGY PARTNERS, LLC
Houston, TX
AUM
$541.5M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
713-357-7570
AUM
$537.3M
Wealth Mgmt
Team
26 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214 253 6000
BP CAPITAL ENERGY ADVISORS, LLC
Dallas, TX
AUM
$537.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-265-1090
JUNIPER CAPITAL ADVISORS, L.P.
Houston, TX
AUM
$535.4M
Wealth Mgmt
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
713-335-4700
PEIRCE CAPITAL MANAGEMENT, LLC
The Woodlands, TX
AUM
$534.1M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
(281) 858-3524
ROBERTSON INVESTMENT MANAGEMENT
Houston, TX
AUM
$534.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM
713-622-4077
NEW CAPITAL MANAGEMENT, LP
Houston, TX
AUM
$533.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-874-1444
SKY ISLAND CAPITAL
Dallas, TX
AUM
$533.5M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
469-965-9200
EIGHT 31 FINANCIAL, LLC
Midland, TX
AUM
$532.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
423-282-0251
TITAN RETIREMENT ADVISORS LLC
Fulshear, TX
AUM
$531.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
713-239-2866
TRINITY PORTFOLIO ADVISORS, LLC
Southlake, TX
AUM
$530.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
817-416-7227
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
Austin, TX
AUM
$523.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
1-800-920-9722
TRINITY LEGACY PARTNERS, LLC
Houston, TX
AUM
$521.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-999-8053
DEAN, JACOBSON FINANCIAL SERVICES
Fort Worth, TX
AUM
$519.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
817-335-3214
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$518.7M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(214) 227-7792
HAVEN WEALTH GROUP
Houston, TX
AUM
$514.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; FLAT FEE FOR FINANCIAL PLAN
713-980-8820
BROADWING CAPITAL MANAGEMENT LLC
Dallas, TX
AUM
$513.1M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-503-9776
LEO WEALTH AMERICAS, LLC
Hurst, TX
AUM
$512.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
817-354-1090
OWNER RESOURCE GROUP, LLC
Austin, TX
AUM
$511.1M
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
512-505-4180
HFG WEALTH MANAGEMENT, LLC
The Woodlands, TX
AUM
$505.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
832-585-0110
SMH CAPITAL ADVISORS LLC
Fort Worth, TX
AUM
$503.1M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
817-569-7000
SABREPOINT CAPITAL MANAGEMENT
Dallas, TX
AUM
$499.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-432-1593
OUTRUNNER CAPITAL, LLC
Austin, TX
AUM
$498.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
512-649-3192