OXBOW ADVISORS, LLC
Austin, TX
AUM
$2.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
512-386-1088
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
REQUISITE CAPITAL MANAGEMENT LLC
Dallas, TX
AUM
$2.43B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(469) 373-3399
MANITOU INVESTMENT MANAGEMENT LTD.
Toronto, Ontario, TX
AUM
$2.42B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
416-865-1867
BEAIRD HARRIS
Dallas, TX
AUM
$2.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-503-1040
SATHER FINANCIAL GROUP, INC.
Victoria, TX
AUM
$2.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
361-570-1800
WATERLOO CAPITAL
Austin, TX
AUM
$2.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
512-777-5900
SMITH GROUP ASSET MANAGEMENT, LLC
Dallas, TX
AUM
$2.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM
214-880-4600
ROOT FINANCIAL PARTNERS
Austin, TX
AUM
$2.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
59 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(760) 452-0720
ASCENTIS INDEPENDENT ADVISORS, LLC
Dallas, TX
AUM
$2.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
866-273-1563
ADELL HARRIMAN & CARPENTER
Houston, TX
AUM
$2.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
713-621-1155
SEGMENT WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$2.07B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
713-800-7150
INSCRIPTION CAPITAL, LLC
Houston, TX
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-673-8999
CORDA INVESTMENT MANAGEMENT, LLC
Houston, TX
AUM
$2.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
101-250
Fees
Percentage of AUM
713-439-0665
BALEFIRE, LLC
Dallas, TX
AUM
$1.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-361-1001
GUIDESTONE ADVISORS
Dallas, TX
AUM
$1.96B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
214-720-6486
CFO4LIFE
Coppell, TX
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
214-637-9500
TERRY MCDANIEL & COMPANY
Austin, TX
AUM
$1.92B
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM
512-495-9500
AUSTIN ASSET
Austin, TX
AUM
$1.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
512-453-6622
WILLIS JOHNSON WEALTH
Houston, TX
AUM
$1.85B
Financial PlanningWealth MgmtTrusts & Estates
Team
21 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
713-439-1200
RIA ADVISORS
Houston, TX
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
281-501-1791
VIEW CAPITAL RIA, LP
Dallas, TX
AUM
$1.82B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
214-855-2550
FINANCIAL SYNERGIES
Houston, TX
AUM
$1.81B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
713-623-6600
GDS WEALTH MANAGEMENT
Flower Mound, TX
AUM
$1.81B
Financial PlanningWealth MgmtTrusts & Estates
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM
469-212-8072
INTRUA FINANCIAL
Houston, TX
AUM
$1.75B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-355-9910