Falists

Search advisors

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

Showing Wealth Management advisors in TX

1,713 advisers found

Corporate platformCorporationWebsite listed

BENOLD FINANCIAL PLANNING

TX

AUM

$139.1M

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

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLPWebsite listed

REVERE CAPITAL MANAGEMENT LP

Dallas, TX

AUM

$138.7M

Licensed in TX
TX
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

15 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

TKC WEALTH MANAGEMENT LLC

Dallas, TX

AUM

$138.6M

Licensed in CA, NY, WI, TX
CANYWITX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

6 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

EUBANK, HUTSON & ASSOCIATES, LLC

Plano, TX

AUM

$137.7M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

STRATEGIC PORTFOLIO SOLUTIONS, LLC

Dallas, TX

AUM

$136.2M

Licensed in AZ, NC, TX, FL
AZNCTXFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PARADIGM ADVISORS, LLC

Dallas, TX

AUM

$136.1M

Licensed in AR, MI, TX
ARMITX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALLEGRO MINERAL PARTNERS LLC

Houston, TX

AUM

$135.3M

Licensed in TX
TX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • ASSET ACQUISITION FOR NON-POOLED ACCOUNTS

Team

6 advisors

Clients

—

Fees

Fixed fees · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

FOGARTY WEALTH MANAGEMENT, INC.

Missouri City, TX

AUM

$135.3M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WAVE WEALTH MANAGEMENT, LLC

Frisco, TX

AUM

$134.2M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

RELIANCE WEALTH MANAGEMENT

San Antonio, TX

AUM

$134.2M

Licensed in CA, LA, NJ, TX
CALANJTX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

GREEN & DECKERT LLC

Lubbock, TX

AUM

$132.8M

Based in TX
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

CHARIS LEGACY PARTNERS

Bryan, TX

AUM

$132.7M

Licensed in AZ, CA, MA +2 states
AZCAMATXNH
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

PMV CAPITAL ADVISERS, LLC

Dallas, TX

AUM

$132.0M

Licensed in TX
TX
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

NEXPOINT ADVISORS, L.P.

Dallas, TX

AUM

$131.2M

Licensed in TX
TX
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

13 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

FRISCO FINANCIAL PLANNING

TX

AUM

$131.1M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
PreviousPage 39 of 72Next