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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 | |||||
|---|---|---|---|---|---|---|---|
| HEP PARTNERS LLC CRD 161386 | Dallas, TX | Advisory firm LLC | $257.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| 3B CAPITAL MANAGEMENT, LP CRD 300098 | Dallas, TX | Corporate platform LP | $245.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CATALYST CAPITAL ADVISERS LLC CRD 290191 | Dallas, TX | Advisory firm LLC | $228.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WHITE ROCK CAPITAL CRD 114877 | Dallas, TX | Advisory firm LP | $217.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DANIELS & ERICKSON FINANCIAL ADVISORS, LLC CRD 119687 | Dallas, TX | Advisory firm LLC | $213.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FLOYD CAPITAL MANAGEMENT CRD 111576 | Texarkana, TX | Corporate platform Sole prop | $213.5M | 4 advisors | Percentage of AUM | View | |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP CRD 323308 | Austin, TX | Corporate platform LP | $207.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TERRAFORM WEALTH, LLC CRD 325530 | Houston, TX | Advisory firm LLC | $207.5M | 2 advisors | Percentage of AUM | View | |
| PINGORA PARTNERS LLC CRD 148262 | Dallas, TX | Advisory firm LLC | $199.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BLUEHEEL LLC CRD 331771 | Dallas, TX | Advisory firm LLC | $192.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PUBLIC EQUITY PARTNERS CRD 126765 | TX | Advisory firm LLC | $187.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SMITH GROUP ASSET MANAGEMENT CRD 106301 | Dallas, TX | Corporate platform Partnership | $182.2M | 10 advisors | Percentage of AUM | View | |
| EMBER L. FLACK, JD, CFP, CLU, CHFC CRD 114269 | TX | Advisory firm Sole prop | $180.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VOYAGE WEALTH MANAGEMENT, LLC CRD 323368 | TX | Advisory firm LLC | $171.5M | 1 advisors | Fixed fees | View | |
| CAIN CAPITAL MANAGEMENT, LP CRD 113592 | Dallas, TX | Corporate platform LLC | $171.2M | 4 advisors | Fixed fees; Performance-based fees | View | |
| JOHNSON DUNN CAPITAL ADVISORS, INC. CRD 320849 | TX | Corporate platform Corporation | $156.1M | 1 advisors | Percentage of AUM | View | |
| CAPITAL ACHIEVEMENTS, LLC CRD 291108 | TX | Advisory firm LLC | $154.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TECTONIC CAPITAL ADVISORS, LLC CRD 339604 | Houston, TX | Advisory firm LLC | $154.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MERCANTILE INVESTMENT ADVISORS CRD 165094 | Wichita Falls, TX | Advisory firm LLC | $146.0M | 2 advisors | Percentage of AUM | View | |
| BFI WEALTH SOLUTIONS, LLC CRD 319185 | Dallas, TX | Advisory firm LLC | $145.0M | 1 advisors | Percentage of AUM | View | |
| TRINITY NECHES CRD 282631 | TX | Advisory firm LLC | $120.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PATHWAY WEALTH MANAGEMENT, LLC CRD 283774 | Dallas, TX | Advisory firm LLC | $116.0M | 1 advisors | Percentage of AUM | View | |
| SPRINGWATER ADVISORS, LLC CRD 150034 | Corpus Christi, TX | Advisory firm LLC | $114.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINAMEX ASSET MANAGEMENT, LLC CRD 304260 | Houston, TX | Corporate platform LLC | $113.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |