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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Showing Wealth Management advisors in TX

1,713 advisers found

Advisory firmLLCWebsite listed

FINANCIAL AURORA, LLC.

Austin, TX

AUM

$130.0M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BROADHURST FINANCIAL ADVISORS, INC.

Austin, TX

AUM

$128.4M

Licensed in MD, PA, TX
MDPATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SAGE WEALTH PLANNING

Georgetown, TX

AUM

$127.0M

Licensed in MI, MO, TX, NH
MIMOTXNH
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PERSONAL MONEY PLANNING, LLC

Wichita Falls, TX

AUM

$126.7M

Licensed in OK, TX
OKTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

SHADOWRIDGE ASSET MANAGEMENT, LLC

Austin, TX

AUM

$126.7M

Licensed in AZ, CA, NC +3 states
AZCANCOHUTTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

7 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

ARTESA FINANCIAL GROUP

Conroe, TX

AUM

$126.6M

Licensed in CA, LA, TX
CALATX
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

KINGWOOD INVESTMENT GROUP

Kingwood, TX

AUM

$126.5M

Licensed in NY, TX, NH
NYTXNH
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

RIA WEALTH ADVISORS, LLC

Round Rock, TX

AUM

$126.5M

Licensed in CO, TX
COTX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

PEAK AMERICAN INVESTMENT ADVISORS, INC.

Plano, TX

AUM

$126.3M

Licensed in CA, PA, TX
CAPATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

12 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

TRINITY INVESTMENT MANAGEMENT, LLC

Fort Worth, TX

AUM

$126.2M

Licensed in IL, MI, NC, TX
ILMINCTX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

INTEGRITY ROAD WEALTH PARTNERS LLC

Houston, TX

AUM

$126.0M

Licensed in LA, NE, OK +2 states
LANEOKVATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

THE GARDNER GROUP

Dallas, TX

AUM

$125.3M

Based in TX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MASTERPIECE CAPITAL, LLC

Austin, TX

AUM

$124.9M

Licensed in TX
TX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ENCOMPASS ADVISORY SERVICES, LLC

Katy, TX

AUM

$121.3M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Publication of periodicals

Team

7 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

LEDER FIDUCIARY CAPITAL LLC

Bellaire, TX

AUM

$120.6M

Based in TX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • FINANCIAL CONSULTING

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

GFN CAPITAL MANAGEMENT

Richardson, TX

AUM

$120.1M

Based in TX
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Subscription fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MTR FINANCIAL SERVICES, LLC

Kingwood, TX

AUM

$119.9M

Licensed in TX
TX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformLLCWebsite listed

FAIR ASSET MANAGEMENT, LLC

TX

AUM

$119.8M

Licensed in TX
TX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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