SLW INVESTMENT MANAGEMENT, LLC
Dallas, TX
AUM
$464.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
214-871-5200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX
1,712 advisers found
ROTH FINANCIAL PARTNERS LLC
Kingwood, TX
AUM
$460.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
281-973-8816
BEACON ADVISORS
Austin, TX
AUM
$459.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-612-4884
ANCOR CAPITAL PARTNERS
Southlake, TX
AUM
$458.4M
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Performance-based fees; TRANSACTION FEES AND MANAGEMENT SERVICE FEES
(817) 877-4458
LGT FINANCIAL ADVISORS LLC
Dallas, TX
AUM
$456.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-871-7500
CYPRESS ASSET MANAGEMENT INC
Houston, TX
AUM
$455.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
713-512-2100
HORIZON WEALTH ADVISORS
Houston, TX
AUM
$451.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
713-748-7000
ENZI WEALTH
Austin, TX
AUM
$450.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-795-0030
HAVENCREST CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$450.7M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-420-3492
ADVOCATES WEALTH PLANNING
Houston, TX
AUM
$448.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
713-827-8014
UNITED ADVISORS AMERICA
Prosper, TX
AUM
$446.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
24 advisors
Clients
0
Fees
Percentage of AUM
877-443-0610
BRIGHAM ROYALTIES MANAGEMENT, LLC
Austin, TX
AUM
$445.6M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-220-1235
SSB&T WEALTH MANAGEMENT, LLC
Fredericksburg, TX
AUM
$445.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
830-997-7575
LUMINUS MANAGEMENT, LLC
Houston, TX
AUM
$442.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-424-2868
THACKERAY PARTNERS
Dallas, TX
AUM
$442.7M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-360-7830
DESTINY ADVISORS LLC
Austin, TX
AUM
$441.4M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-639-9966
BURFORD BROTHERS, INC.
Dallas, TX
AUM
$440.2M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
214-523-2333
BRANSON FOWLKES & CO INC
Houston, TX
AUM
$439.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-780-0606
SCHULZ WEALTH, LTD.
Mansfield, TX
AUM
$438.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
817-405-4014
CIC PARTNERS MANAGEMENT LLC
Dallas, TX
AUM
$438.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214 871-6819
SWMG, LLC
Fort Worth, TX
AUM
$430.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-210-3444
CARLSON CAPITAL, L.P.
Dallas, TX
AUM
$429.3M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-932-9600
PACIFIC STRATEGIC MANAGEMENT, LP
Houston, TX
AUM
$426.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
713-495-5220
MURPHY & SYLVEST
Dallas, TX
AUM
$425.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(214) 373-8362