TL PRIVATE WEALTH
Southlake, TX
AUM
$364.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
682-831-1048
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX
1,712 advisers found
SHELTON WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$364.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(817) 415-2877
GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$363.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(214) 367-6170
CRESTMONT PRIVATE WEALTH LLC
Boerne, TX
AUM
$363.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
8304685366
TSA WEALTH MANAGEMENT
Houston, TX
AUM
$358.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(713) 735-9217
ROBERTSON OPPORTUNITY CAPITAL, LLC
Dallas, TX
AUM
$358.7M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-713-5001
LIFEWAY FINANCIAL CORPORATION
Plano, TX
AUM
$358.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
972-378-3677
HERITAGE WEALTH MANAGEMENT
Houston, TX
AUM
$357.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-871-9800
MCDONALD CAPITAL MANAGEMENT
Lubbock, TX
AUM
$357.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
806-744-8617
STONE OAK WEALTH MANAGEMENT, LLC
San Antonio, TX
AUM
$355.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
210-339-2707
HERITAGE RETIREMENT ADVISORS, LLC
Colleyville, TX
AUM
$351.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
817-503-0100
AUM
$350.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
203-699-9662
NORCAP INVESTMENT MANAGEMENT, L.P.
Austin, TX
AUM
$350.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-701-8813
TURN8 PRIVATE WEALTH INC.
Pointe Claire, TX
AUM
$350.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; SUBADVISOR FEES
(514) 600-1466
EMPOWER WEALTH MANAGEMENT
Cedar Park, TX
AUM
$349.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
512-833-6557
MICHELS FAMILY FINANCIAL, LLC
Fort Worth, TX
AUM
$347.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
817-719-9999
COTTONWOOD CAPITAL ADVISORS
Irving, TX
AUM
$347.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
9725734030
GBM WEALTH MANAGEMENT, INC.
Houston, TX
AUM
$346.4M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(281) 745-9100
VELOCIS MANAGEMENT, LLC
Dallas, TX
AUM
$346.4M
Wealth Mgmt
Team
20 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-702-0220
RHP WEALTH MANAGEMENT
Houston, TX
AUM
$344.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(713) 554-2252
AUGMENT ADVISORS, LLC
Austin, TX
AUM
$342.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
FUND-SPECIFIC ADVISORY FEES
757-298-9839
CARROLL ADVISORY GROUP
Texarkana, TX
AUM
$341.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
903-793-4014
CAP SIX ADVISORS
Houston, TX
AUM
$340.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
281-671-7982
ELTEKON ADVISORS, LLC.
West Lake Hills, TX
AUM
$340.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
512-477-3200