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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 | |||||
|---|---|---|---|---|---|---|---|
| LP INVESTMENT MANAGEMENT, LLC CRD 306615 | Dallas, TX | Corporate platform LLC | $696.1M | 1 advisors | Fixed fees | View | |
| HAVENSHARE FINANCIAL, LLC CRD 167236 | TX | Advisory firm LLC | $670.5M | 2 advisors | Hourly charges · Fixed fees +1 more | View | |
| SCOTT & SELBER, INC. CAPITAL MANAGEMENT CRD 105523 | Houston, TX | Corporate platform Corporation | $637.9M | 2 advisors | Percentage of AUM | View | |
| FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC CRD 316024 | Lakeway, TX | Advisory firm LLC | $590.5M | 16 advisors | Percentage of AUM; Hourly charges | View | |
| SUMMA CORP. CRD 113091 | Tomball, TX | Corporate platform Corporation | $587.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RTW FINANCIAL ADVISORS INC CRD 109934 | Dallas, TX | Corporate platform Corporation | $581.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAZ INVESTMENTS REGISTERED ADVISER LLC CRD 327614 | Houston, TX | Advisory firm LLC | $540.6M | 68 advisors | Percentage of AUM | View | |
| 327 CAPITAL PARTNERS, LLC CRD 313414 | San Antonio, TX | Advisory firm LLC | $505.5M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SYMMETRY CAPITAL ADVISORS LLC CRD 122563 | Dallas, TX | Advisory firm LLC | $492.7M | 1 advisors | Percentage of AUM | View | |
| STELLUS CAPITAL INCOME PBDC, LLC CRD 317513 | Houston, TX | Advisory firm LLC | $472.8M | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| FIFTH FORCE MANAGEMENT CRD 325161 | Dallas, TX | Advisory firm LLC | $406.9M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KA CREDIT ADVISORS II, LLC CRD 311657 | Houston, TX | Advisory firm LLC | $395.2M | 35 advisors | Percentage of AUM | View | |
| HIGHPEAK ENERGY MANAGEMENT, LLC CRD 293928 | Fort Worth, TX | Advisory firm LLC | $391.8M | 3 advisors | Performance-based fees | View | |
| OLD HICKORY PARTNERS MANAGEMENT, LP CRD 316961 | Austin, TX | Advisory firm LP | $366.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| HOMAGE WEALTH GROUP LLC CRD 340589 | Houston, TX | Corporate platform LLC | $366.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRESCENT ADVISOR GROUP, INC. CRD 115974 | Plano, TX | Corporate platform Corporation | $344.4M | 18 advisors | Percentage of AUM; Fixed fees | View | |
| CARRIAGE SERVICES INVESTMENT ADVISORS, INC. CRD 164325 | Houston, TX | Corporate platform Corporation | $308.2M | 2 advisors | Percentage of AUM | View | |
| ROCKWALL WEALTH MANAGEMENT CRD 339856 | Rockwall, TX | Corporate platform Corporation | $305.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CODEX CAPITAL ASSET MANAGEMENT, L.L.C. CRD 309373 | TX | Corporate platform LLC | $304.2M | 1 advisors | Percentage of AUM | View | |
| ORCHID ADVISORY CRD 327750 | Dallas, TX | Advisory firm LLC | $295.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RIDGEPOST CAPITAL ADVISORS, LLC CRD 314664 | Dallas, TX | Advisory firm LLC | $288.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DOMINION PORTFOLIO MANAGEMENT, INC. CRD 106918 | Marble Falls, TX | Corporate platform Corporation | $277.1M | 18 advisors | Percentage of AUM | View | |
| GARNETT ADVISORS, LLC CRD 289930 | Denton, TX | Advisory firm LLC | $265.7M | 1 advisors | Percentage of AUM | View | |
| MAGARIAN CAPITAL MANAGEMENT, LLC CRD 341292 | San Antonio, TX | Corporate platform LLC | $259.7M | 1 advisors | Percentage of AUM; Performance-based fees | View |