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Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in TX

723 advisers found

SAROFIM TRUST CO

Houston, TX

AUM

$12.96B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

22 advisors

Clients

—

Fees

Percentage of AUM

713-654-4484

Full profileNo website

FROST INVESTMENT SERVICES

San Antonio, TX

AUM

$3.67B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

111 advisors

Clients

More than 500

Fees

Percentage of AUM

210.220.5000

Full profileNo website

ALONGSIDE, LLC

Austin, TX

AUM

$878.6M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

(512) 241-7341

Full profileNo website

CPMG, INC.

Dallas, TX

AUM

$855.8M

Wealth MgmtInstitutional

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

214-871-6829

Full profileNo website

NOKOMIS CAPITAL, L.L.C.

Dallas, TX

AUM

$804.2M

Wealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

972.590.4100

Full profileNo website

MADDEN ASSET MANAGEMENT

Dallas, TX

AUM

$793.8M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

214-855-5335

Full profileNo website

SUMMA CORP.

Tomball, TX

AUM

$587.2M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

281-362-9977

Full profileNo website

HOMAGE WEALTH GROUP LLC

Houston, TX

AUM

$366.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(713) 725-0696

Full profileNo website
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