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.
2,479 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