MISSION HILL ADVISORS, LLC
Austin, TX
AUM
$148.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
512-829-0622
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
AWH CAPITAL, L.P.
Dallas, TX
AUM
$147.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-462-9100
CHUNG WU INVESTMENT GROUP, LLC
Sugar Land, TX
AUM
$147.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(281) 203-0069
MONEY MANAGERS, INC.
San Antonio, TX
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(210)349-9494
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
512-458-2517
FORT ADVISORS INC
Austin, TX
AUM
$146.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-433-6492
BIRDROCK WEALTH
Austin, TX
AUM
$146.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
512-236-0071
AUM
$145.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-717-4509
WINNACLE WEALTH, LLC
Waco, TX
AUM
$145.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
254-776-8400
CSL CAPITAL MANAGEMENT, L.P.
Houston, TX
AUM
$144.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
281-407-0693
AUM
$144.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
512-882-3899
PALADINO WEALTH
Montgomery, TX
AUM
$144.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(936) 444-2583
SHELTER WEALTH STRATEGIES, LLC
Houston, TX
AUM
$144.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
713-620-8500
PMG FAMILY OFFICE, LLC
Plano, TX
AUM
$144.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-550-8790
GSV ASSET MANAGEMENT, LLC
Dallas, TX
AUM
$143.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 256-8233
KOPION ASSET MANAGEMENT, LLC
Mckinney, TX
AUM
$142.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
214-425-7027
THE ADVISORS GROUP
Lubbock, TX
AUM
$142.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
806-794-3848
PIVOT POINT ADVISORS, LLC
Bellaire, TX
AUM
$141.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
713-715-7000
AUM
$141.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
512-270-8977
STABILITY PARTNERS ADVISORY GROUP, LLC
Spring, TX
AUM
$140.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
832-559-8393
CLEAR SKY FINANCIAL, LP
Prosper, TX
AUM
$140.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
214-440-3615
FLAGSHIP INVESTMENT MANAGEMENT LLC
Houston, TX
AUM
$140.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-713-623-6000
ALTERIS CAPITAL PARTNERS, LLC
Houston, TX
AUM
$139.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
832-649-8111
BRAESIDE INVESTMENTS, LLC
Dallas, TX
AUM
$139.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214.276.9001