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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Showing Wealth Management advisors in TX

1,713 advisers found

Advisory firmLLCWebsite listed

MISSION HILL ADVISORS, LLC

Austin, TX

AUM

$148.0M

Based in TX
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

AWH CAPITAL, L.P.

Dallas, TX

AUM

$147.6M

Licensed in TX
TX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MONEY MANAGERS, INC.

San Antonio, TX

AUM

$146.6M

Licensed in TX
TX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

LUCIEN STIRLING & GRAY ADVISORY GROUP INC

Austin, TX

AUM

$146.6M

Licensed in TX, NH
TXNH
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

FORT ADVISORS INC

Austin, TX

AUM

$146.3M

Licensed in TX
TX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmPartnershipWebsite listed

BIRDROCK WEALTH

Austin, TX

AUM

$146.3M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

IGW ADVISORY INVESTMENT MANAGEMENT LLC

TX

AUM

$145.1M

Licensed in TX
TX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WINNACLE WEALTH, LLC

Waco, TX

AUM

$145.0M

Licensed in LA, ND, TX
LANDTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BONA FIDE WEALTH

TX

AUM

$144.2M

Licensed in TX
TX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PALADINO WEALTH

Montgomery, TX

AUM

$144.1M

Licensed in CO, LA, TX, FL
COLATXFL
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SHELTER WEALTH STRATEGIES, LLC

Houston, TX

AUM

$144.1M

Licensed in AL, CA, DE +12 states
ALCADEILINLA+9
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

8 advisors

Clients

0

Fees

Percentage of AUM; REFERRAL FEES

View detailsVisit website
Advisory firmLLCWebsite listed

PMG FAMILY OFFICE, LLC

Plano, TX

AUM

$144.0M

Licensed in LA, MI, TX
LAMITX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

THE ADVISORS GROUP

Lubbock, TX

AUM

$142.4M

Licensed in TX
TX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

PIVOT POINT ADVISORS, LLC

Bellaire, TX

AUM

$141.7M

Licensed in TX
TX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MARATHON WEALTH PARTNERS, INC

TX

AUM

$141.1M

Licensed in TX
TX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLPWebsite listed

CLEAR SKY FINANCIAL, LP

Prosper, TX

AUM

$140.6M

Licensed in LA, TX
LATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALTERIS CAPITAL PARTNERS, LLC

Houston, TX

AUM

$139.5M

Licensed in TX
TX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BRAESIDE INVESTMENTS, LLC

Dallas, TX

AUM

$139.4M

Licensed in TX
TX
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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