PARADIGM GLOBAL INVESTORS
Dallas, TX
AUM
$3.03B
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
774-836-6011
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX
485 advisers found
SFMG WEALTH ADVISORS
Plano, TX
AUM
$2.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-960-6460
TITLEIST ASSET MANAGEMENT, LLC
San Antonio, TX
AUM
$2.66B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
210-826-2424
HILLTOP SECURITIES INC.
Dallas, TX
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
214-953-4000
WARWICK PARTNERS
Bryan, TX
AUM
$2.48B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(979) 260-9777
OXBOW ADVISORS, LLC
Austin, TX
AUM
$2.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
512-386-1088
MANITOU INVESTMENT MANAGEMENT LTD.
Toronto, Ontario, TX
AUM
$2.42B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
416-865-1867
BEAIRD HARRIS
Dallas, TX
AUM
$2.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-503-1040
SATHER FINANCIAL GROUP, INC.
Victoria, TX
AUM
$2.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
361-570-1800
WATERLOO CAPITAL
Austin, TX
AUM
$2.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
512-777-5900
SMITH GROUP ASSET MANAGEMENT, LLC
Dallas, TX
AUM
$2.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM
214-880-4600
ROOT FINANCIAL PARTNERS
Austin, TX
AUM
$2.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
59 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(760) 452-0720
ASCENTIS INDEPENDENT ADVISORS, LLC
Dallas, TX
AUM
$2.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
866-273-1563
ADELL HARRIMAN & CARPENTER
Houston, TX
AUM
$2.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
713-621-1155
SEGMENT WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$2.07B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
713-800-7150
INSCRIPTION CAPITAL, LLC
Houston, TX
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-673-8999
CORDA INVESTMENT MANAGEMENT, LLC
Houston, TX
AUM
$2.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
101-250
Fees
Percentage of AUM
713-439-0665
BALEFIRE, LLC
Dallas, TX
AUM
$1.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-361-1001
CFO4LIFE
Coppell, TX
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
214-637-9500
RIA ADVISORS
Houston, TX
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
281-501-1791
VIEW CAPITAL RIA, LP
Dallas, TX
AUM
$1.82B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
214-855-2550
NXG INVESTMENT MANAGEMENT
Dallas, TX
AUM
$1.75B
Wealth MgmtRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-692-6334
INTRUA FINANCIAL
Houston, TX
AUM
$1.75B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-355-9910
SWIFT CREEK PARTNERS
Dallas, TX
AUM
$1.74B
Wealth MgmtRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-692-4200