ROSEROCK WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$275.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(214) 220-8989
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
BERRY WEALTH GROUP
Granbury, TX
AUM
$274.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
817-573-9595
AUM
$274.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
866-785-5350
LEGACY CAPITAL
The Woodlands, TX
AUM
$273.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(281) 595-1990
NOLET WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$272.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
817-350-4342
AUM
$271.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
214-460-3992
SK ADVISOR NETWORK, LLC
Plano, TX
AUM
$271.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 851-8564
PROTA FINANCIAL
Houston, TX
AUM
$270.4M
Wealth MgmtTrusts & Estates
Team
13 advisors
Clients
—
Fees
Percentage of AUM
713-568-8171
FOUNDATION ENERGY MANAGEMENT
Addison, TX
AUM
$270.3M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-707-2500
CORPS CAPITAL ADVISORS, LLC
Southlake, TX
AUM
$270.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(214) 452-2300
TILLRIDGE GLOBAL AGRIBUSINESS PARTNERS
Dallas, TX
AUM
$270.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-432-1300
LIVE OAK INVESTMENT PARTNERS
Austin, TX
AUM
$266.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
512-532-4700
WISNIEWSKI WEALTH MANAGEMENT
Dallas, TX
AUM
$266.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(972) 965-8261
BRIGHT WEALTH MANAGEMENT, LLC
Lewisville, TX
AUM
$265.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS
(972) 410-6623
IMPERIUM WEALTH MANAGEMENT, LLC
San Antonio, TX
AUM
$264.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
210-332-9533
THE SALIENT ZARVONA ENERGY FUND GP, L.P.
Houston, TX
AUM
$264.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-600-0600
OPTIMUS CAPITAL ADVISORS, LLC
Coppell, TX
AUM
$264.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-745-7704
AUM
$263.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(940) 464-0404
KWK MANAGEMENT LLC
Houston, TX
AUM
$262.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
346-396-0300
TRIPPON WEALTH MANAGEMENT GROUP LLC
Houston, TX
AUM
$262.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
713-661-1040
TEAM FINANCIAL STRATEGIES
Abilene, TX
AUM
$262.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
325-480-1587
1876 PARTNERS, LP
Tomball, TX
AUM
$260.0M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
281-545-7805
GREY ROCK ENERGY MANAGEMENT, LLC
Dallas, TX
AUM
$259.9M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-396-2850
REDWOOD FAMILY WEALTH LLC
Addison, TX
AUM
$258.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
469-965-4001