MERIDIAN WEALTH ADVISORS, LLC
Austin, TX
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
512-717-5580
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
LEE FINANCIAL COMPANY, LLC
Dallas, TX
AUM
$1.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-960-1001
TAILWIND ADVISORS
Fort Worth, TX
AUM
$1.67B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-708-3663
QUATTRO FINANCIAL ADVISORS
The Woodlands, TX
AUM
$1.66B
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
281 323 4007
ISC ADVISORS, INC.
Dallas, TX
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214 520 1115
MOMENTUM INDEPENDENT NETWORK INC.
Dallas, TX
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
97 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
214-859-1800
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
Houston, TX
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM
713-840-8880
ASTRA WEALTH MANAGEMENT GROUP
Plano, TX
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
972-327-8820
PER STIRLING CAPITAL MANAGEMENT, LLC
Austin, TX
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
512-628-2300
ANNANDALE CAPITAL, LLC
Dallas, TX
AUM
$1.55B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
214-523-5000
YCG, LLC
Austin, TX
AUM
$1.54B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
512-505-2347
KINGS PATH PARTNERS LLC
Sugar Land, TX
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(832) 500-3101
CAPITAL CREEK PARTNERS
Austin, TX
AUM
$1.52B
Wealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
512-316-3397
CYPRESS POINT WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
214-736-8887
49 FINANCIAL
Austin, TX
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
128 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
214-563-1190
HOWARD FINANCIAL SERVICES, LTD.
Dallas, TX
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
214-346-0785
ALTERNA WEALTH MANAGEMENT, INC.
Houston, TX
AUM
$1.40B
Wealth MgmtTrusts & Estates
Team
28 advisors
Clients
—
Fees
Percentage of AUM
713-885-9843
RECURRENT INVESTMENT ADVISORS LLC
Houston, TX
AUM
$1.38B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(832) 241-5900
LEVEL FOUR CAPITAL MANAGEMENT
Dallas, TX
AUM
$1.38B
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
866-834-1040
ROOSEVELT CAPITAL MANAGEMENT LLC
Dallas, TX
AUM
$1.37B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
214-871-2666
PENN DAVIS MCFARLAND INC
Dallas, TX
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM
214-871-2772
SYMPHONY FINANCIAL, LTD. CO.
Houston, TX
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-272-6800
QUADCAP WEALTH MANAGEMENT, LLC
Frisco, TX
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-818-2400
FMP WEALTH ADVISERS
Austin, TX
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
512-329-5174