SOUTHWESTERN MONEY MANAGEMENT LLC
San Antonio, TX
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
210-344-3400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
MARK MUECKE CAPITAL MANAGEMENT, LLC
San Antonio, TX
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
210-660-4211
OSGOOD CAPITAL MANAGEMENT, INC.
Spring, TX
AUM
$48.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-350-6700
WORTHEN FINANCIAL ADVISORS
Friendswood, TX
AUM
$47.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
832-895-1188
57 WEST CAPITAL ADVISORS, INC.
Austin, TX
AUM
$47.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
833-457-5757
CORTEZ WEALTH MANAGEMENT
El Paso, TX
AUM
$47.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
915-777-3112
SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC
Irving, TX
AUM
$46.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-673-9938
STONEWATER WEALTH MANAGEMENT, INC.
Corpus Christi, TX
AUM
$45.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(361) 482-0699
FBS SECURITIES
Mckinney, TX
AUM
$45.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(214) 307-4320
ENDURE RETIREMENT LLC
San Antonio, TX
AUM
$45.1M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
210-510-4222
GOOD LIFE PRIVATE WEALTH, LLC
Fort Worth, TX
AUM
$44.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
405-757-0210
COMPOSEDPRO, INC.
San Antonio, TX
AUM
$44.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
2109104432
TRUVIZE FINANCIAL PLANNING
El Paso, TX
AUM
$43.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
915-502-0096
AUM
$43.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
214-714-5520
BLUECHIP FINANCIAL PLANNING, INC.
Richardson, TX
AUM
$42.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
972-669-4102
TRS ADVISORS, LLC
Fort Worth, TX
AUM
$42.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
817-569-7600
GUERRA INVESTMENT ADVISORS
El Paso, TX
AUM
$42.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
915-760-5551
FIRST WESTERN SECURITIES, INC.
Hurst, TX
AUM
$41.7M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
817-553-1492
ACI WEALTH ADVISORS
Dallas, TX
AUM
$41.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
888-407-4472
INTENTIONAL LIVING FP
New Braunfelss, TX
AUM
$40.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
830-624-5311
HERRINGTON WEALTH MANAGEMENT CORPORATION
Frisco, TX
AUM
$40.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
214-509-8724
STRATEGIC INVESTMENT MANAGEMENT
Austin, TX
AUM
$40.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
512-341-9898
II TECHNOLOGY, LLC
Austin, TX
AUM
$40.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; DATA LICENSING
(512) 730-1015
RMH CAPITAL ADVISORS, LLC
Houston, TX
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-784-1515