NFWM
Plano, TX
AUM
$311.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(214) 379-3333
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX
1,712 advisers found
BROADWAY WEALTH SOLUTIONS
San Antonio, TX
AUM
$308.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
(210) 283-6600
LEAP WEALTH MANAGEMENT
Dallas, TX
AUM
$305.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
214-420-7441
PENNEY FINANCIAL
Houston, TX
AUM
$303.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
713-300-5165
CORE CAPITAL MANAGEMENT AND RESEARCH INC.
Houston, TX
AUM
$298.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
713-864-4300
AVID WEALTH PARTNERS, LLC
San Antonio, TX
AUM
$298.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(210) 864-3333
BEACON FINANCIAL ADVISORS LTD
Houston, TX
AUM
$296.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
713-622-9981
BEST INVEST
San Antonio, TX
AUM
$296.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
210-888-2820
AUSTIN MONEY MANAGEMENT CORPORATION
Austin, TX
AUM
$296.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(512) 607-5008
BUILDGROUP MANAGEMENT
Austin, TX
AUM
$294.4M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-763-0770
M.C. BYRD WEALTH MANAGEMENT, LLC
Bellville, TX
AUM
$294.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
979-865-0660
NUCLO WEALTH
Houston, TX
AUM
$293.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
281 857-6435
ORSER CAPITAL MANAGEMENT LLC
Southlake, TX
AUM
$289.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
817- 697-2385
WORTH ASSET MANAGEMENT
Dallas, TX
AUM
$288.2M
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
—
Fees
Percentage of AUM
469-257-5074
AUM
$286.3M
Wealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
713-626-8184
RIVERCREST CAPITAL MANAGEMENT LLC
Fort Worth, TX
AUM
$285.7M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-945-9700
M2G VENTURES LLC
Fort Worth, TX
AUM
$284.0M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
817-898-8515
DAUNTLESS CAPITAL PARTNERS LLC
Houston, TX
AUM
$283.5M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-656-1250
FOUNDERS CAPITAL MANAGEMENT INC
Houston, TX
AUM
$281.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
713-877-1188
SCHLEGEL DUNN LLC
Plano, TX
AUM
$279.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(972) 327-3607
LEXINGTON HILL PARTNERS, LLC
Dallas, TX
AUM
$278.4M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
214-225-1891
PLANGUIDE FINANCIAL
Southlake, TX
AUM
$277.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
775-379-9729
JOHKIM CAPITAL PARTNERS MANAGEMENT LLC
Dallas, TX
AUM
$277.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-453-2664
VIBURNUM FUNDS PTY LTD
Nedlands, TX
AUM
$276.4M
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+61864309850