HACKETT FINANCIAL GROUP, LLC
Wimberley, TX
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(512) 847-0630
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX
1,712 advisers found
GRAYSTREET PARTNERS
San Antonio, TX
AUM
$159.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
210-736-5400
VERUS FINANCIAL GROUP
Sugar Land, TX
AUM
$158.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-909-3188
SCHERER FINANCIAL ADVISORY SERVICES, LLC
Dallas, TX
AUM
$158.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-267-9655
STRATEGIC WEALTH MANAGEMENT, LLC
Bedford, TX
AUM
$157.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(817) 391-1090
BISON INVESTMENT ADVISORS, LLC
The Woodlands, TX
AUM
$157.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
281-665-3616
COLLECTIVE WEALTH ADVISORS LLC
Coppell, TX
AUM
$157.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-427-1427
SALLYPORT
Houston, TX
AUM
$156.7M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
281-423-0260
JTS FUND ADVISORS, LLC
Waco, TX
AUM
$156.4M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
254-313-1003
DFS ADVISORY
Denton, TX
AUM
$156.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(940) 297-1474
PHOENIX CAPITAL REALTY ADVISORS, LLC
Addison, TX
AUM
$155.8M
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
972-866-7577
LIVE OAK WEALTH ADVISORY GROUP, LLC
Houston, TX
AUM
$155.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-822-9200
CAM INVESTOR SOLUTIONS
Austin, TX
AUM
$155.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
720-575-7775
UPTOWN CAPITAL ADVISORS
Dallas, TX
AUM
$153.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
214-628-9508
S&S WEALTH MANAGEMENT
Grand Prairie, TX
AUM
$153.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
817-276-8090
APPLEWHITE & BUYS FINANCIAL ADVISORS
Dallas, TX
AUM
$153.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
214-710-2498
PORTFOLIO MANAGEMENT, LLC
Austin, TX
AUM
$151.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
512-222-4035
INTEGRATED WEALTH STRATEGIES, LLC
Austin, TX
AUM
$151.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-291-6391
PUREWATER CAPITAL, LLC
Fort Worth, TX
AUM
$149.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(817) 416-8680
BROOKLINE WEALTH, LLC
Austin, TX
AUM
$149.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Fixed fees
512-222-9169
ANKERSTAR WEALTH, LLC
Leander, TX
AUM
$148.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
512-614-0085
SONNET, LLC
Spring, TX
AUM
$148.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
281-404-4346
PRESTIGE WEALTH MANAGEMENT
Southlake, TX
AUM
$148.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
8176378121
STAVIS WEALTH TRANSFER SOLUTIONS
Houston, TX
AUM
$148.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
713-391-8200