PARKER FINANCIAL ADVISORS LLC
Houston, TX
AUM
$217.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
832-476-3495
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
LIFETIME WEALTH MANAGEMENT P.C.
Rockwall, TX
AUM
$216.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
972-771-0650
ARK WEALTH MANAGEMENT
Austin, TX
AUM
$216.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
512-660-5703
ICP GROUP INVESTMENT MANAGER, LLC
Dallas, TX
AUM
$215.9M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
469-747-1700
MIAI, INC.
Dallas, TX
AUM
$213.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
214-739-5677
LAKE PACIFIC PARTNERS
Dallas, TX
AUM
$213.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(312) 578-1110
J.E. SIMMONS & CO., P.C.
Dallas, TX
AUM
$213.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-404-1040
SILVER LAKE CAPITAL PARTNERS
Dallas, TX
AUM
$211.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
972-701-2040
SKYLARK PRIVATE EQUITY PARTNERS, LP
Dallas, TX
AUM
$211.4M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
214-817-4290
CENTRIC ADVISORS, LLC
Cypress, TX
AUM
$211.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-215-5888
HALBERT WEALTH MANAGEMENT, INC
Austin, TX
AUM
$211.2M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
512-263-3800
PARKSTONE WEALTH MANAGEMENT, LLC
Arlington, TX
AUM
$210.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
817-962-0068
SUCCESSION FINANCIAL, INC
Mckinney, TX
AUM
$210.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
214-334-6261
LUMMIS ASSET MANAGEMENT, L.P.
Fort Worth, TX
AUM
$210.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
817-348-0577
STRATEGIC WEALTH PLANNING
Richardson, TX
AUM
$208.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-727-6000
CAPSTAR FINANCIAL SERVICES LLC
Austin, TX
AUM
$207.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(512) 215-9030
SMITH & WYATT
College Station, TX
AUM
$207.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
979-431-5440
LAKE HILLS WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$206.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(512) 580-4740
COMUNIDAD REALTY PARTNERS
Austin, TX
AUM
$206.5M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
619-955-7665
COOKSEN WEALTH, LLC
The Woodlands, TX
AUM
$206.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(832) 592-2554
WHITE ROCK OIL & GAS HOLDINGS, LLC
Plano, TX
AUM
$205.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-981-1400
STEELHEAD CAPITAL MANAGEMENT, LLC
Fort Worth, TX
AUM
$202.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-984-9197
ROBINSON VALUE MANAGEMENT, LTD.
San Antonio, TX
AUM
$202.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
210-490-2545