OGAM, LP
Houston, TX
AUM
$8.69B
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
1 (713) 225-5965
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
MARCUARD FAMILY OFFICE LTD
Zurich, TX
AUM
$8.66B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
41 (43) 344 60 00
TRINITY STREET ASSET MANAGEMENT LLP
London, TX
AUM
$8.66B
Wealth MgmtRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44 207 4959 110
WINCORAM ASSET MANAGEMENT LLC
Houston, TX
AUM
$8.19B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
832-791-2320
CROSSMARK GLOBAL INVESTMENTS, INC.
Houston, TX
AUM
$7.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
713-260-9000
FISHER\SMB
Carrollton, TX
AUM
$6.85B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
888-674-4504
AUM
$6.84B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
26 advisors
Clients
—
Fees
Percentage of AUM
011442077110771
LEVEL FOUR ADVISORY SERVICES
Dallas, TX
AUM
$6.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
119 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
972-665-0878
SENDERO WEALTH MANAGEMENT, LLC
San Antonio, TX
AUM
$6.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
210-805-0171
INTEGRATED ADVISORS NETWORK LLC
Dallas, TX
AUM
$5.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
81 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
855-729-4222
SENTRY MANAGEMENT INC
Wichita Falls, TX
AUM
$5.44B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
940-696-2100
TRUE NORTH ADVISORS, LLC
Dallas, TX
AUM
$5.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
214-360-7300
FROST INVESTMENT ADVISORS, LLC
San Antonio, TX
AUM
$5.36B
Wealth MgmtInstitutional
Team
31 advisors
Clients
—
Fees
Percentage of AUM; PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES
210-220-5070
LINSCOMB WEALTH, INC.
Houston, TX
AUM
$5.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-840-1000
TECTONIC ADVISORS LLC
Frisco, TX
AUM
$5.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
713-250-4200
AVIDIAN WEALTH SOLUTIONS
Houston, TX
AUM
$4.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
281-822-8800
QUOTIENT WEALTH PARTNERS, LLC
Dallas, TX
AUM
$4.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
29 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(469) 912-2522
KESTRA INVESTMENT MANAGEMENT, LLC.
Austin, TX
AUM
$4.31B
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
844-553-7872
TURTLE CREEK TRUST
Dallas, TX
AUM
$4.28B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
214.468.0100
BRIDGEWAY CAPITAL MANAGEMENT, LLC
Houston, TX
AUM
$4.25B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-661-3500
PROPHET CAPITAL ASSET MANAGEMENT
Austin, TX
AUM
$4.20B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-327-9500
AUM
$4.19B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
39 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
945-229-5873
PARKWAY ADVISORS, L.P.
Abilene, TX
AUM
$4.13B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
325-795-2111
AQS ASSET MANAGEMENT, L.L.C.
Austin, TX
AUM
$4.07B
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(512) 314-0720