FINANCIAL AURORA, LLC.
Austin, TX
AUM
$130.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512.213.6400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
AUM
$128.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
214-891-0399
BROADHURST FINANCIAL ADVISORS, INC.
Austin, TX
AUM
$128.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
215-325-1595
EVOLUTION INVESTMENT MANAGEMENT LLC
Austin, TX
AUM
$127.5M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-615-5612
SAGE WEALTH PLANNING
Georgetown, TX
AUM
$127.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(231) 221-2448
PERSONAL MONEY PLANNING, LLC
Wichita Falls, TX
AUM
$126.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
940-692-6885
SHADOWRIDGE ASSET MANAGEMENT, LLC
Austin, TX
AUM
$126.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-434-1427
ARTESA FINANCIAL GROUP
Conroe, TX
AUM
$126.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
936-760-2215
KINGWOOD INVESTMENT GROUP
Kingwood, TX
AUM
$126.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281-359-7900
RIA WEALTH ADVISORS, LLC
Round Rock, TX
AUM
$126.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(512) 218-7993
AUM
$126.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
972-212-9292
TRINITY INVESTMENT MANAGEMENT, LLC
Fort Worth, TX
AUM
$126.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-874-2700
INTEGRITY ROAD WEALTH PARTNERS LLC
Houston, TX
AUM
$126.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
832-585-8699
THE GARDNER GROUP
Dallas, TX
AUM
$125.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-706-4369
MASTERPIECE CAPITAL, LLC
Austin, TX
AUM
$124.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(512) 472-9033
EMERGENT CAPITAL ADVISORS, LLC
Houston, TX
AUM
$124.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(713) 965-0371
WORTH FINANCIAL GROUP INC.
Dallas, TX
AUM
$122.8M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(469) 916-4287
ENCOMPASS ADVISORY SERVICES, LLC
Katy, TX
AUM
$121.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
281-371-6300
LEDER FIDUCIARY CAPITAL LLC
Bellaire, TX
AUM
$120.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
713-870-9516
GFN CAPITAL MANAGEMENT
Richardson, TX
AUM
$120.1M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
972-385-0007
AUM
$120.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Fixed fees; Commissions
610-494-1322
MTR FINANCIAL SERVICES, LLC
Kingwood, TX
AUM
$119.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
281-913-1844
LONE STAR INVESTMENT ADVISORS, LLC
Dallas, TX
AUM
$119.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-702-7390
AUM
$119.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
214-991-0823