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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

Corporate platformCorporationWebsite listed

A SLING & A STONE, INCORPORATED

Burnet, TX

AUM

$104.6M

Based in TX
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BENZER CAPITAL

Missouri City, TX

AUM

$102.5M

Based in TX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BRAZOS CAPITAL

Austin, TX

AUM

$102.5M

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

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

REPUBLIC SQUARE

Austin, TX

AUM

$102.4M

Licensed in TX
TX
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Publication of periodicals

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

DOMESTIQUE CAPITAL LLC

TX

AUM

$102.4M

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

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

MAGNOLIA WEALTH

Spring, TX

AUM

$101.5M

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

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

KOINONIA FINANCIAL

The Woodlands, TX

AUM

$101.5M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

CMH WEALTH MANAGEMENT

Dallas, TX

AUM

$101.1M

Based in TX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

HOLBROOK MANAGEMENT, LLC

Dallas, TX

AUM

$100.0M

Based in TX
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

EAGLE FINANCIAL ADVISORS, LLC

Frisco, TX

AUM

$100.0M

Based in TX
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Selection of other advisers

Team

9 advisors

Clients

—

Fees

Percentage of AUM; SELECTION OF OTHER ADVISERS FEES

View detailsVisit website
Advisory firmLLCWebsite listed

UPSPRING CAPITAL LLC

Dallas, TX

AUM

$99.5M

Based in TX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BOX FINANCIAL ADVISORS, LLC

Grapevine, TX

AUM

$96.9M

Licensed in LA, NE, TX
LANETX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

LIFEPLAN FINANCIAL SERVICES, LP

Kingwood, TX

AUM

$96.1M

Based in TX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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