RPS RETIREMENT PLAN ADVISORS
Austin, TX
AUM
$336.3M
Wealth MgmtRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
512-918-0000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
CAPITAL IDEAS
Dallas, TX
AUM
$336.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
214-750-4400
FIRST DALLAS SECURITIES, INC.
Dallas, TX
AUM
$335.7M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Commissions
214-954-1177
THE MENARD FINANCIAL GROUP, LLC
Houston, TX
AUM
$335.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-364-1515
TRISPERITY ADVISORS, LLC
Katy, TX
AUM
$335.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
281-395-1021
ASPENRIDGE WEALTH ADVISORS
Fort Worth, TX
AUM
$335.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
682-231-8331
DOVETAIL WEALTH MANAGEMENT, LLC
Taylor, TX
AUM
$333.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(512) 352-1613
HAZOOR PARTNERS, LLC
Austin, TX
AUM
$330.7M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
458-203-0665
FLUENT FINANCIAL, LLC
Dallas, TX
AUM
$329.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-852-4800
TECHQUITY CAPITAL MANAGEMENT
Austin, TX
AUM
$329.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-609-1820
AVONDALE WEALTH MANAGEMENT LLC
West Lake Hills, TX
AUM
$326.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
512-505-8148
RESILIENT CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$326.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-975-5665
PATRON PARTNERS, LLC
Houston, TX
AUM
$325.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
971-371-3450
PALOGIC VALUE MANAGEMENT, L.P.
Dallas, TX
AUM
$324.9M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-871-2700
CRIMSON MANAGEMENT
Houston, TX
AUM
$324.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
713-525-1520
INTREPID INVESTMENT MANAGEMENT, LLC
Houston, TX
AUM
$322.8M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-292-0863
ASSET PRESERVATION GROUP INC
Grapevine, TX
AUM
$321.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
817-251-1008
FOUNDER FAMILY FINANCIAL, LLC
Austin, TX
AUM
$321.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
843-621-0435
AWM FINANCIAL SERVICES INC.
The Woodlands, TX
AUM
$320.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
281-444-7555
PLAGENS & TAYLOR WEALTH MANAGEMENT
San Angelo, TX
AUM
$318.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
325-486-8600
OPENAIR FINANCIAL, LLC
Southlake, TX
AUM
$318.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
214-233-6059
BONNER & SMITH, LLC
Lubbock, TX
AUM
$314.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
806-798-1880
GLASS WEALTH MANAGEMENT CO., LLC
San Antonio, TX
AUM
$311.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
210-930-5141
LAKE WHILLANS CAPITAL PARTNERS LLC
Plano, TX
AUM
$311.9M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 389-1032