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Showing Wealth Management advisors in TX
1,713 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| TORO BRAVO INVESTMENT ADVISORS, LLC CRD 288435 | Amarillo, TX | Advisory firm LLC | $31.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PATTERSON PARTNERS LTD. CRD 305859 | Hamilton, TX | Advisory firm Other (specify) | $31.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AA WEALTH STRATEGIES LLC CRD 319496 | Austin, TX | Advisory firm LLC | $31.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HENDERSON CAPITAL & WEALTH MANAGEMENT, LLC CRD 144035 | Brownsville, TX | Advisory firm LLC | $31.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL LIFESTYLE MANAGEMENT CRD 127138 | Greenville, TX | Advisory firm LLC | $31.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY FINANCIAL DESIGNS CRD 314338 | The Woodlands, TX | Advisory firm LLC | $31.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BEACON FINANCIAL PLANNERS, INC CRD 297938 | Houston, TX | Corporate platform Corporation | $31.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VALENTINE INVESTMENTS, LLC CRD 153898 | Dallas, TX | Advisory firm LLC | $30.9M | 1 advisors | Percentage of AUM | View | |
| STRADA WEALTH MANAGEMENT, LLC CRD 167718 | Austin, TX | Advisory firm LLC | $30.9M | 4 advisors | Hourly charges; Fixed fees | View | |
| WYKRENT, DAMON CRD 153532 | Flower Mound, TX | Advisory firm Sole prop | $30.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRUDENT MONEY FINANCIAL SERVICES CRD 128472 | Addison, TX | Corporate platform Corporation | $30.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEST FINANCIAL LLC CRD 299307 | Austin, TX | Advisory firm LLC | $30.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAKS WEALTH MANAGEMENT CRD 309759 | Houston, TX | Corporate platform Corporation | $30.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRETHORN PARTNERS, LLC CRD 288935 | Vancouver, Bc, TX | Advisory firm LLC | $30.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| EPIPHANY WEALTH MANAGEMENT CRD 171463 | Houston, TX | Advisory firm LLC | $30.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAMS FINANCIAL PLANNING, INC. CRD 290272 | Fort Worth, TX | Corporate platform Corporation | $29.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOWLAND ADVISORY CORPORATION CRD 110192 | Dallas, TX | Corporate platform Corporation | $29.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIDGEBACK FINANCIAL LLC CRD 336614 | Clear Lake Shores, TX | Advisory firm LLC | $29.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| YOUR RICHEST LIFE CRD 171609 | Plano, TX | Advisory firm LLC | $28.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERAKI ADVISORS LLC CRD 286274 | Dallas, TX | Advisory firm LLC | $28.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CONCERT FINANCIAL PLANNING, LLC CRD 304831 | Houston, TX | Advisory firm LLC | $28.6M | 2 advisors | Hourly charges; Fixed fees | View | |
| HODOS WEALTH GROUP, LLC CRD 311705 | The Woodlands, TX | Advisory firm LLC | $28.4M | 1 advisors | Percentage of AUM | View | |
| MCNALLY FINANCIAL SERVICES CORPORATION CRD 121196 | San Antonio, TX | Corporate platform Corporation | $27.8M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUEPRINT 360 LLC CRD 292136 | Houston, TX | Advisory firm LLC | $27.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |