LIVE OAK WEALTH ADVISORY GROUP, LLC
Houston, TX
AUM
$155.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-822-9200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
CAM INVESTOR SOLUTIONS
Austin, TX
AUM
$155.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
720-575-7775
UPTOWN CAPITAL ADVISORS
Dallas, TX
AUM
$153.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
214-628-9508
S&S WEALTH MANAGEMENT
Grand Prairie, TX
AUM
$153.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
817-276-8090
APPLEWHITE & BUYS FINANCIAL ADVISORS
Dallas, TX
AUM
$153.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
214-710-2498
PORTFOLIO MANAGEMENT, LLC
Austin, TX
AUM
$151.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
512-222-4035
INTEGRATED WEALTH STRATEGIES, LLC
Austin, TX
AUM
$151.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-291-6391
PUREWATER CAPITAL, LLC
Fort Worth, TX
AUM
$149.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(817) 416-8680
BROOKLINE WEALTH, LLC
Austin, TX
AUM
$149.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Fixed fees
512-222-9169
ANKERSTAR WEALTH, LLC
Leander, TX
AUM
$148.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
512-614-0085
SONNET, LLC
Spring, TX
AUM
$148.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
281-404-4346
PRESTIGE WEALTH MANAGEMENT
Southlake, TX
AUM
$148.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
8176378121
STAVIS WEALTH TRANSFER SOLUTIONS
Houston, TX
AUM
$148.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
713-391-8200
MISSION HILL ADVISORS, LLC
Austin, TX
AUM
$148.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
512-829-0622
CHUNG WU INVESTMENT GROUP, LLC
Sugar Land, TX
AUM
$147.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(281) 203-0069
MONEY MANAGERS, INC.
San Antonio, TX
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(210)349-9494
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
512-458-2517
FORT ADVISORS INC
Austin, TX
AUM
$146.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-433-6492
BIRDROCK WEALTH
Austin, TX
AUM
$146.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
512-236-0071
AUM
$145.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-717-4509
WINNACLE WEALTH, LLC
Waco, TX
AUM
$145.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
254-776-8400
AUM
$144.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
512-882-3899
PALADINO WEALTH
Montgomery, TX
AUM
$144.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(936) 444-2583
SHELTER WEALTH STRATEGIES, LLC
Houston, TX
AUM
$144.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
713-620-8500