TEXAS FAMILY WEALTH, LLC
Friendswood, TX
AUM
$257.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(281) 482-3100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
SWBC INVESTMENT COMPANY
San Antonio, TX
AUM
$256.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
210-376-3279
MEROS INVESTMENT MANAGEMENT, LP
Dallas, TX
AUM
$255.5M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-871-5200
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$254.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-833-2684
WESTPARK WEALTH ADVISORS, INC.
Houston, TX
AUM
$254.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-266-2993
JCP INVESTMENT MANAGEMENT, LLC
Houston, TX
AUM
$252.3M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(713) 333-5540
HC2 CAPITAL, LLC
Dallas, TX
AUM
$251.6M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-217-7808
RIVERCHASE WEALTH MANAGEMENT, LLC
Flower Mound, TX
AUM
$251.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(972) 471-9013
BIOS CAPITAL MANAGEMENT, LP
Fort Worth, TX
AUM
$250.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-984-9197
STYRE WEALTH
Fort Worth, TX
AUM
$250.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
817-605-7833
AUM
$250.4M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-766-0676
DEAN WEALTH PARTNERS, LLC
Austin, TX
AUM
$249.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(512) 346-1703
NORTHILL AIMS, LLC
Richardson, TX
AUM
$249.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(972) 480-6202
GUIDED CAPITAL WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$249.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
832-975-0710
BUCKHORN RESOURCES, LP
Houston, TX
AUM
$248.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
281-930-6030
FOCUS WEALTH ADVISORS, LLC
Houston, TX
AUM
$247.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
(713) 800-7170
STRONGHOLD RESOURCE PARTNERS
Dallas, TX
AUM
$246.5M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-850-7474
MCKINNEY CAPITAL MANAGEMENT
Houston, TX
AUM
$246.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
713-888-0841
994 GROUP
Austin, TX
AUM
$244.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(512) 853-9597
LEON CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$244.7M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-269-7400
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
Cedar Park, TX
AUM
$244.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512-522-4838
STEGENT EQUITY ADVISORS INC.
Houston, TX
AUM
$243.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
713-840-9300 X104
POSITION WEALTH
The Woodlands, TX
AUM
$242.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
281-968-2780
TURNBRIDGE CAPITAL, LLC
Little Elm, TX
AUM
$241.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-624-5010