Falists

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Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in TX

723 advisers found

CF FINANCIAL

Fort Worth, TX

AUM

$53.8M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

817-435-8710

KAPELA

San Antonio, TX

AUM

$50.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

210-504-4563

ARETE ADVISORS

Houston, TX

AUM

$48.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

832-910-8437

FBS SECURITIES

Mckinney, TX

AUM

$45.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(214) 307-4320

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