MERIDIAN WEALTH ADVISORS, LLC
Austin, TX
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
512-717-5580
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX
485 advisers found
LEE FINANCIAL COMPANY, LLC
Dallas, TX
AUM
$1.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-960-1001
PICKERING ENERGY PARTNERS LP
Houston, TX
AUM
$1.66B
Wealth MgmtRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-804-7575
ISC ADVISORS, INC.
Dallas, TX
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214 520 1115
MOMENTUM INDEPENDENT NETWORK INC.
Dallas, TX
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
97 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
214-859-1800
ASTRA WEALTH MANAGEMENT GROUP
Plano, TX
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
972-327-8820
ANNANDALE CAPITAL, LLC
Dallas, TX
AUM
$1.55B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
214-523-5000
KINGS PATH PARTNERS LLC
Sugar Land, TX
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(832) 500-3101
49 FINANCIAL
Austin, TX
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
128 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
214-563-1190
LEVEL FOUR CAPITAL MANAGEMENT
Dallas, TX
AUM
$1.38B
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
866-834-1040
SYMPHONY FINANCIAL, LTD. CO.
Houston, TX
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-272-6800
QUADCAP WEALTH MANAGEMENT, LLC
Frisco, TX
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-818-2400
FMP WEALTH ADVISERS
Austin, TX
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
512-329-5174
STANSBERRY ASSET MANAGEMENT, LLC
Westlake, TX
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
646-854-4370
HODGES CAPITAL MANAGEMENT INC
Dallas, TX
AUM
$1.24B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM
888-878-4426
WPWEALTH LLP
Fort Worth, TX
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
817-259-9100
SAROFIM REALTY ADVISORS LLC
Houston, TX
AUM
$1.16B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-654-4484
ACADEMY CAPITAL MANAGEMENT
Waco, TX
AUM
$1.16B
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
254-751-0555
ARKOS GLOBAL ADVISORS, LLC
Houston, TX
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(346) 352-2360
OAK HARVEST INVESTMENT SERVICES
Houston, TX
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-822-1350
INSIGHT WEALTH PARTNERS
Plano, TX
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
972-543-4800
CROSSMARK WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-260-9000
THE CLARUS GROUP
Houston, TX
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
713-621-3500
INTEGRITY ADVISORY SOLUTIONS
Dallas, TX
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
108 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(214) 919-2165