BLAND GARVEY WEALTH ADVISORS, LLC
Richardson, TX
AUM
$241.2M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
972-231-2503
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
CARLIN WEALTH MANAGEMENT GROUP, LLC
Austin, TX
AUM
$240.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
737-414-6565
STOREHOUSE FINANCIAL LLC
Fort Worth, TX
AUM
$240.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-305-3233
FOREFRONT
Austin, TX
AUM
$239.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
512-617-1984
OUTFITTER ENERGY MANAGEMENT, LLC
Houston, TX
AUM
$239.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
281-402-8174
SNOWCAP CAPITAL MANAGEMENT
Dallas, TX
AUM
$238.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-739-2025
ROCK HILL CAPITAL
Houston, TX
AUM
$238.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
713-715-7510
BROADMARK ASSET MANAGEMENT LLC
Dallas, TX
AUM
$238.4M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2147566900
REDEMPTION CAPITAL
Midland, TX
AUM
$237.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
432-236-0866
CENTENNIAL ADVISORS, LLC
Austin, TX
AUM
$237.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(512) 265-5000
VALTERRA PARTNERS LLC
Austin, TX
AUM
$237.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
646-469-6465
FIRESIDE CAPITAL ADVISORS
Dallas, TX
AUM
$236.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
469-357-6370
TEVIS INVESTMENT MANAGEMENT, LLC
Plano, TX
AUM
$234.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(972) 971-2169
WATERCOLOR FINANCIAL
Austin, TX
AUM
$234.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
512-250-1544
LSCP ADVISORS, LLC
Austin, TX
AUM
$233.1M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-407-2600
HIGH RIVER RESOURCES MANAGEMENT LLC
Dallas, TX
AUM
$232.8M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-760-6736
CROWDSTREET ADVISORS, LLC
Austin, TX
AUM
$231.9M
Wealth Mgmt
Team
11 employees
Clients
—
Fees
Percentage of AUM
(888) 432-7693
KINGFISH CAPITAL PARTNERS LLC
Southlake, TX
AUM
$231.8M
Wealth Mgmt
Team
36 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-980-0200
SVRN ASSET MANAGEMENT, LLC
Austin, TX
AUM
$231.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
773-442-2294
VANN EQUITY MANAGEMENT LLC
Plano, TX
AUM
$231.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-983-0346
AUSTERRA WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$230.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
214-810-0250
ATLASMARK FINANCIAL, INC.
Austin, TX
AUM
$228.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
512-270-2900
CALDERWOOD FINANCIAL STRATEGIES, INC.
Houston, TX
AUM
$228.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
832-821-2462
AUM
$228.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-363-6920