SOCORRO ASSET MANAGEMENT
Dallas, TX
AUM
$497.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
214-550-1852
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
WILLIAM MADISON ADVISORS, INC.
Abilene, TX
AUM
$497.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
325-673-6171
RR ADVISORS, LLC
Dallas, TX
AUM
$496.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-871-8680
RELEVANCE CAPITAL MANAGEMENT
Denton, TX
AUM
$495.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
940-387-7526
PORTFOLIO ADVISORY COUNCIL,L.L.C.
Houston, TX
AUM
$494.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
713.574.6015
ALLRED HARRIS WEALTH MANAGEMENT.
Dallas, TX
AUM
$493.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-965-7695
BASIN OIL AND GAS MANAGEMENT, LP
Fort Worth, TX
AUM
$492.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(817) 820-8910
AUM
$492.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(713) 425-4198
AUM
$491.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
210-200-8878
QUANTUM CAPITAL GROUP
Houston, TX
AUM
$490.6M
Wealth Mgmt
Team
65 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-452-2000
BRIDGEFRONT CAPITAL, LLC
Austin, TX
AUM
$488.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Performance-based fees; REIMBURSEMENT OF INVESTMENT-RELATED EXPENSES
512-623-7700
XEBEC ASSET MANAGEMENT, LLC
Dallas, TX
AUM
$484.5M
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(469) 687-3184
MILITIA INVESTMENTS, LLC
Austin, TX
AUM
$483.6M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
773-442-2294
JOYCE WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$483.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-714-8500
OAKSTREET WEALTH MANAGEMENT, INC.
Magnolia, TX
AUM
$482.0M
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
800-803-9885
KEENER FINANCIAL PLANNING
Keller, TX
AUM
$479.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
More than 500
Fees
Hourly charges; Fixed fees
817-993-0401
RFG WEALTH ADVISORY
Argyle, TX
AUM
$476.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
940-464-4104
PROEM ADVISORS LLC
Dallas, TX
AUM
$474.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-706-9344
AUM
$470.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
512-368-4666
CARSON MANAGEMENT COMPANY, LLC
Dallas, TX
AUM
$469.3M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214.999.1000
HENRY BRAGG & CO.
Houston, TX
AUM
$468.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
713-393-9444
CLEAR SKY ADVISERS, LLC
Bellaire, TX
AUM
$466.6M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-263-3300
BROWNLEE WEALTH MANAGEMENT
Houston, TX
AUM
$465.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
281-377-3170
S2 FUND MANAGER, LLC
Dallas, TX
AUM
$464.7M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-377-2977