PLANNING WORKS ADVISORY, INC.
Austin, TX
AUM
$199.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-498-7526
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
THE CATALYST GROUP, INC.
Houston, TX
AUM
$199.4M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
512-320-8600
SCALAR GAUGE MANAGEMENT, LLC
Dallas, TX
AUM
$199.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(469) 708-2080
MILLER GLOBAL INVESTMENTS, L.L.C.
Dallas, TX
AUM
$199.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
214-272-8504
INTERCAPITAL
Austin, TX
AUM
$198.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
504-610-8109
SCALEWORKS CAPITAL, LLC
San Antonio, TX
AUM
$198.4M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
210-544-5409
RYDAR EQUITIES, INC.
Weatherford, TX
AUM
$197.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
432-634-8673
AVANT FINANCIAL ADVISORS
Austin, TX
AUM
$196.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
512-910-2467
J.K. FINANCIAL, INC.
Dallas, TX
AUM
$195.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
214-706-4300
STONETREE INVESTMENT PARTNERS LLC
Dallas, TX
AUM
$195.7M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-226-2665
AUM
$193.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-415-6726
AUM
$193.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
512-394-6596
FULCRUM WEALTH MANAGEMENT
Plano, TX
AUM
$192.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-304-6942
MOZAYYX MANAGEMENT LLC
Austin, TX
AUM
$192.7M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-265-6180
HAMPTON ROCK WEALTH MANAGEMENT
Austin, TX
AUM
$192.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512-256-9272
HIGH PLAINS INVESTMENT ADVISORS, INC.
Lubbock, TX
AUM
$191.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
806-793-7934
FORTHRIGHT FAMILY WEALTH ADVISORY LLC
Houston, TX
AUM
$191.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-510-3510
COVE WEALTH MANAGEMENT
Houston, TX
AUM
$190.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-821-3243
SOLUTIONS 4 WEALTH
Southlake, TX
AUM
$189.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
817-934-7010
RETIREMENT ADVISORS, LLC
Dallas, TX
AUM
$186.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-371-0545
RETIREMENT FINANCIAL GROUP, LLC
Beaumont, TX
AUM
$185.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
409-908-4160
DIAMOND CLIENT GROUP, LLC
The Woodlands, TX
AUM
$185.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
832-319-1555
DELOS CAPITAL ADVISORS
Dallas, TX
AUM
$185.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
972-810-1610
STRATEGIC ADVISORY SERVICES, L.L.C.
Houston, TX
AUM
$184.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; THIRD PARTY REFERRAL FEES (SELECTION OF OTHER ADVISERS)
713-977-3800