ALTERE FINANCIAL, LLC
Houston, TX
AUM
$55.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-899-6589
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
HARVESTER WEALTH, LLC
Dallas, TX
AUM
$54.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(214) 210-5860
PERFORMANCE INVESTMENT GROUP
Houston, TX
AUM
$54.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
281-616-8061
HONOR WEALTH MANAGEMENT, LLC
Tomball, TX
AUM
$54.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
281-650-5481
INTEGRITY PRIVATE WEALTH ADVISORS, LLC
Dallas, TX
AUM
$54.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
214-729-1460
PRESIDIO FINANCIAL, LLC
Houston, TX
AUM
$54.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
281-789-8709
CF FINANCIAL
Fort Worth, TX
AUM
$53.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
817-435-8710
WEALTH SOLUTIONS, INC.
The Woodlands, TX
AUM
$53.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(512) 600-9880
TEXAS CAPITAL MANAGEMENT
Baytown, TX
AUM
$53.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
281-427-8000
MISSION ADVISORS, LP
Terrell Hills, TX
AUM
$53.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
210-323-2000
THORNTON FINANCIAL MANAGEMENT AND SERVICES
Houston, TX
AUM
$53.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
832-358-2020
SOLSTICE WEALTH
Austin, TX
AUM
$53.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
512-294-4385
FAMILY DYNASTY ADVISORS LLC
Lubbock, TX
AUM
$52.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
806-993-7023
RICHIE CAPITAL GROUP
Austin, TX
AUM
$52.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(737)707-3310
NEWMYER WEALTH MANAGEMENT
Houston, TX
AUM
$51.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
2812142700
DEAN WEALTH MANAGEMENT, LLC
Lindale, TX
AUM
$51.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
903-526-6669
BLUE TOWER ASSET MANAGEMENT, LLC
Austin, TX
AUM
$50.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
512-763-2410
FORTRESS ESTATE SOLUTIONS, PLLC
Frisco, TX
AUM
$50.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-325-1700
KAPELA
San Antonio, TX
AUM
$50.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-504-4563
GRATUS WEALTH STRATEGIES LLC
Austin, TX
AUM
$50.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
6199648558
GILLILAND INVESTMENT MANAGEMENT, INC.
Canyon, TX
AUM
$49.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
806-655-5909
SOLARIS PRIVATE WEALTH MANAGEMENT
Austin, TX
AUM
$49.3M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
866-826-8420
RETIREMENT RESOURCES WEALTH MANAGEMENT, LP
El Paso, TX
AUM
$49.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(915) 225-6772
ARETE ADVISORS
Houston, TX
AUM
$48.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
832-910-8437