YIELD FINANCIAL ADVISORS
Mckinney, TX
AUM
$22.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-937-9905
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
ORCHARD FINANCIAL
Austin, TX
AUM
$21.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
512-655-3444
ARTHAM ADVISORS
Dallas, TX
AUM
$21.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-471-5051
STONE HILL WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$21.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(469) 608-1457
GUZMAN WEALTH MANAGEMENT
Austin, TX
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
512-640-5475
SABANA CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$19.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-238-3660
SLATON CAPITAL ADVISORS
Bartonville, TX
AUM
$19.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
2145569076
ROSS WEALTH GROUP, LLC
Arlington, TX
AUM
$19.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
817-795-7877
SPARROW ADVISORS, LLC
Dallas, TX
AUM
$18.1M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-284-0727
CAPLO ADVISORY LLC
Houston, TX
AUM
$18.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
832-250-5988
FIVE KEYS PRIVATE ADVISORS LLC
Dallas, TX
AUM
$17.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
214-559-9695
OLSON WEALTH MANAGEMENT
New Braunfels, TX
AUM
$17.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(210) 860-7338
AUM
$17.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
9727312683
GOLDEN SPREAD WEALTH, LLC
Canadian, TX
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
806-323-4500
THE SUMMIT GROUP
San Antonio, TX
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
210-293-0293
EDGAR INVESTMENT MANAGEMENT, LLC
Houston, TX
AUM
$13.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
832-680-4272
GRASS CAPITAL LLC
Houston, TX
AUM
$12.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
9417262296
ANIMUS WEALTH MANAGEMENT, LLC.
Mcallen, TX
AUM
$11.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
956-651-4187
VISION WEALTH ADVISORS LLC
Lubbock, TX
AUM
$11.7M
Wealth MgmtInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
806-553-2800
AUM
$11.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-478-0008
SYMPHONY ONE CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$10.4M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
617-331-8033
EMPIRIC INSTITUTIONAL
Austin, TX
AUM
$9.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
512-583-0160
AUM
$9.8M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-989-3873
AUM
$9.7M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
+52 (55) 9180-7742