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Showing Wealth Management advisors in TX

1,713 advisers found

Advisory firmLLCWebsite listed

BURKE WEALTH MANAGEMENT, LLC

Houston, TX

AUM

$95.2M

Licensed in LA, TX
LATX
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

HELIOS WEALTH ADVISORS, LLC

Pearland, TX

AUM

$95.1M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BRAINTRUST CAPITAL, LLC

San Antonio, TX

AUM

$95.0M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TRADITIONS WEALTH ADVISORS, LLC.

College Station, TX

AUM

$94.8M

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

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SUNSAGE CAPITAL MANAGEMENT

Grapevine, TX

AUM

$94.6M

Based in TX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SADDOCK WEALTH, LLC

Dallas, TX

AUM

$94.3M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ATX PORTFOLIO ADVISORS, LLC

Austin, TX

AUM

$93.5M

Based in TX
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
Advisory firmLLCWebsite listed

ANALOG CAPITAL PARTNERS LLC

Houston, TX

AUM

$92.8M

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

Team

4 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

COMPASS FINANCIAL GROUP

San Antonio, TX

AUM

$91.6M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

AFFINITY CAPITAL, L.P.

Houston, TX

AUM

$90.8M

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

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

FRESHFIELD CAPITAL, LLC

Plano, TX

AUM

$90.0M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

JOHN-LUKE FINANCIAL, LLC

The Woodlands, TX

AUM

$89.6M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

BEARING FINANCIAL ADVISORS, LLC

Austin, TX

AUM

$89.4M

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

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

LEGACY GROUP

Tyler, TX

AUM

$89.4M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

SPEIGHT ASSET MANAGEMENT, LLC

Houston, TX

AUM

$89.3M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; IF APPLICABLE, FINANCIAL PLANNING FEE

View detailsVisit website
Corporate platformCorporationWebsite listed

CPR FINANCIAL & INSURANCE SERVICES, INC.

Prosper, TX

AUM

$89.1M

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

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

DAVIS FINANCIAL SERVICES

Dallas, TX

AUM

$86.1M

Based in TX
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

LIFETIME CAPITAL PLANNING GROUP LLC

Flower Mound, TX

AUM

$85.0M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SWEETWATER FINANCIAL ADVISORS, LLC

Sugar Land, TX

AUM

$84.4M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TRINSIC CAPITAL, LLC

Fort Worth, TX

AUM

$84.0M

Based in TX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

FINANCIAL SECURITY SERVICES GROUP, INC.

Highland Village, TX

AUM

$83.4M

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

Team

4 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
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