PEAK ROCK CAPITAL LLC
Austin, TX
AUM
$7.28B
Wealth Mgmt
Team
55 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-765-6520
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX
1,712 advisers found
CROSSMARK GLOBAL INVESTMENTS, INC.
Houston, TX
AUM
$7.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
713-260-9000
FIVE POINT INFRASTRUCTURE LLC
Houston, TX
AUM
$7.05B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-351-0700
MEREWETHER INVESTMENT MANAGEMENT, LP
Dallas, TX
AUM
$6.91B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-453-5522
FISHER\SMB
Carrollton, TX
AUM
$6.85B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
888-674-4504
AUM
$6.84B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
26 advisors
Clients
—
Fees
Percentage of AUM
011442077110771
ATOM INVESTORS LP
Austin, TX
AUM
$6.83B
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(737) 249-0292
ARA PARTNERS
Houston, TX
AUM
$6.79B
Wealth Mgmt
Team
41 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(713) 337-9150
LEVEL FOUR ADVISORY SERVICES
Dallas, TX
AUM
$6.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
119 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
972-665-0878
SENDERO WEALTH MANAGEMENT, LLC
San Antonio, TX
AUM
$6.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
210-805-0171
TXRE ADVISERS, LLC
Dallas, TX
AUM
$6.37B
Wealth Mgmt
Team
32 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
972-201-2841
ADVISOR LOGISTICS, LLC
Boerne, TX
AUM
$6.29B
Wealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
210-346-8321
HAVELI INVESTMENT MANAGEMENT LLC
Austin, TX
AUM
$6.03B
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
512-987-7314
INTEGRATED ADVISORS NETWORK LLC
Dallas, TX
AUM
$5.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
81 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
855-729-4222
SENTRY MANAGEMENT INC
Wichita Falls, TX
AUM
$5.44B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
940-696-2100
TRUE NORTH ADVISORS, LLC
Dallas, TX
AUM
$5.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
214-360-7300
FROST INVESTMENT ADVISORS, LLC
San Antonio, TX
AUM
$5.36B
Wealth MgmtInstitutional
Team
31 advisors
Clients
—
Fees
Percentage of AUM; PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES
210-220-5070
LINSCOMB WEALTH, INC.
Houston, TX
AUM
$5.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-840-1000
HINES CAPITAL ADVISORS LLC
Houston, TX
AUM
$5.15B
Wealth Mgmt
Team
362 advisors
Clients
—
Fees
Percentage of AUM · Commissions +2 more
713-621-8000
TECTONIC ADVISORS LLC
Frisco, TX
AUM
$5.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
713-250-4200
CRESCENT REAL ESTATE LLC
Fort Worth, TX
AUM
$5.11B
Wealth Mgmt
Team
34 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
817-321-2100
AUM
$5.11B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 723-0608
THREE BELL CAPITAL LLC
Dallas, TX
AUM
$5.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +2 more
650-843-9836
CAIN, WATTERS & ASSOCIATES, LLC
Frisco, TX
AUM
$5.04B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
86 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
972-233-3323