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.
2,479 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