AUM
$139.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(214) 234-9503
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
AUM
$139.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
512-818-1800
REVERE CAPITAL MANAGEMENT LP
Dallas, TX
AUM
$138.7M
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-227-9337
TKC WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$138.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
214-389-2000
EUBANK, HUTSON & ASSOCIATES, LLC
Plano, TX
AUM
$137.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
972-473-2244
AUM
$136.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
281.822.0909
STRATEGIC PORTFOLIO SOLUTIONS, LLC
Dallas, TX
AUM
$136.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(214) 446-4910
PARADIGM ADVISORS, LLC
Dallas, TX
AUM
$136.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-756-6066
ALLEGRO MINERAL PARTNERS LLC
Houston, TX
AUM
$135.3M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
832-895-7030
FOGARTY WEALTH MANAGEMENT, INC.
Missouri City, TX
AUM
$135.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281-403-1818
STONEBRIDGE WEALTH MANAGEMENT, LLC
Frisco, TX
AUM
$134.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
972-418-2946
WAVE WEALTH MANAGEMENT, LLC
Frisco, TX
AUM
$134.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(972) 954-4100
RELIANCE WEALTH MANAGEMENT
San Antonio, TX
AUM
$134.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
210-255-3040
AUM
$133.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-702-8121
DOUBLE EAGLE CAPITAL MANAGEMENT LP
Southlake, TX
AUM
$133.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972.869.6880
KANOS CAPITAL MANAGEMENT, LLC
Houston, TX
AUM
$133.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
713-807-0200
BLACKGOLD CAPITAL MANAGEMENT LP
Houston, TX
AUM
$133.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
281-795-6613
GREEN & DECKERT LLC
Lubbock, TX
AUM
$132.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
806-744-2689
CHARIS LEGACY PARTNERS
Bryan, TX
AUM
$132.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
979-406-7875
USCA ASSET MANAGEMENT LLC
Houston, TX
AUM
$132.1M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
713-366-0500
PMV CAPITAL ADVISERS, LLC
Dallas, TX
AUM
$132.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
972-850-0146
NEXPOINT ADVISORS, L.P.
Dallas, TX
AUM
$131.2M
Wealth MgmtInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM
214-276-6300
AUM
$131.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
469-248-6237
AUM
$130.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
432-617-7788