PMG FAMILY OFFICE, LLC
Plano, TX
AUM
$144.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-550-8790
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
KOPION ASSET MANAGEMENT, LLC
Mckinney, TX
AUM
$142.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
214-425-7027
THE ADVISORS GROUP
Lubbock, TX
AUM
$142.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
806-794-3848
PIVOT POINT ADVISORS, LLC
Bellaire, TX
AUM
$141.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
713-715-7000
AUM
$141.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
512-270-8977
STABILITY PARTNERS ADVISORY GROUP, LLC
Spring, TX
AUM
$140.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
832-559-8393
CLEAR SKY FINANCIAL, LP
Prosper, TX
AUM
$140.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
214-440-3615
ALTERIS CAPITAL PARTNERS, LLC
Houston, TX
AUM
$139.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
832-649-8111
BRAESIDE INVESTMENTS, LLC
Dallas, TX
AUM
$139.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214.276.9001
AUM
$139.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(214) 234-9503
AUM
$139.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
512-818-1800
TKC WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$138.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
214-389-2000
EUBANK, HUTSON & ASSOCIATES, LLC
Plano, TX
AUM
$137.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
972-473-2244
AUM
$136.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
281.822.0909
STRATEGIC PORTFOLIO SOLUTIONS, LLC
Dallas, TX
AUM
$136.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(214) 446-4910
PARADIGM ADVISORS, LLC
Dallas, TX
AUM
$136.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-756-6066
FOGARTY WEALTH MANAGEMENT, INC.
Missouri City, TX
AUM
$135.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281-403-1818
STONEBRIDGE WEALTH MANAGEMENT, LLC
Frisco, TX
AUM
$134.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
972-418-2946
WAVE WEALTH MANAGEMENT, LLC
Frisco, TX
AUM
$134.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(972) 954-4100
RELIANCE WEALTH MANAGEMENT
San Antonio, TX
AUM
$134.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
210-255-3040
AUM
$133.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-702-8121
KANOS CAPITAL MANAGEMENT, LLC
Houston, TX
AUM
$133.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
713-807-0200
GREEN & DECKERT LLC
Lubbock, TX
AUM
$132.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
806-744-2689
CHARIS LEGACY PARTNERS
Bryan, TX
AUM
$132.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
979-406-7875