TRB WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$3.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
832-810-3565
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
MERIT ENERGY COMPANY
Dallas, TX
AUM
$3.70B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-701-8377
REGAN CAPITAL
Dallas, TX
AUM
$3.59B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-550-1710
RETIREMENT PLANNERS OF AMERICA
Plano, TX
AUM
$3.59B
Financial PlanningWealth MgmtTrusts & Estates
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM
469-246-3600
VENTURI PRIVATE WEALTH
Austin, TX
AUM
$3.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(512) 220-2035
SYCAMORE TREE CAPITAL PARTNERS, L.P.
Dallas, TX
AUM
$3.54B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-251-8250
ANDROS CAPITAL PARTNERS LLC
Houston, TX
AUM
$3.51B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-568-0701
STELLUS CAPITAL MANAGEMENT, LLC
Houston, TX
AUM
$3.51B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-292-5400
ADVISOR RESOURCE COUNCIL
Dallas, TX
AUM
$3.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
70 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(972) 421-1360
AUM
$3.42B
Wealth Mgmt
Team
48 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
469-621-3001
GAUGE CAPITAL
Southlake, TX
AUM
$3.39B
Wealth Mgmt
Team
61 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
682-334-5800
MARBLE CAPITAL LP
Houston, TX
AUM
$3.35B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-823-5433
VWH CAPITAL MANAGEMENT, LP
Dallas, TX
AUM
$3.32B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 468-5580
GUARDIAN PARTNERS INC.
Toronto, Ontario, TX
AUM
$3.29B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
30 advisors
Clients
0
Fees
Percentage of AUM
416.840.8001
FORMENTERA PARTNERS LP
Austin, TX
AUM
$3.29B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-320-9812
RIDGEWOOD ENERGY CORPORATION
Houston, TX
AUM
$3.28B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Fixed fees; % OF CAPITAL CONTRIBUTION, WORKING CAPITAL AND/OR DISTRIBUTIONS
201-447-9000
CHILTON CAPITAL MANAGEMENT LLC
Houston, TX
AUM
$3.23B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
26-50
Fees
Percentage of AUM
(713) 650-1995
TRUST ASSET MANAGEMENT LLC
Houston, TX
AUM
$3.21B
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
832-308-2748
GREENBELT CAPITAL PARTNERS
Austin, TX
AUM
$3.19B
Wealth Mgmt
Team
17 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
512-362-6260
KA FUND ADVISORS, LLC
Houston, TX
AUM
$3.19B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM
713-493-2020
DISRUPTIVE TECHNOLOGY ADVISERS LLC
Dallas, TX
AUM
$3.12B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(214) 668-1536
EAGLE GLOBAL ADVISORS LLC
Houston, TX
AUM
$3.10B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-952-3550
PAN CAPITAL MANAGEMENT LP
Houston, TX
AUM
$3.08B
Wealth MgmtInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
281-904-5234
1900 WEALTH
San Antonio, TX
AUM
$3.07B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
210-736-7770