YCG, LLC
Austin, TX
AUM
$1.54B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
512-505-2347
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
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
RANGER INVESTMENT MANAGEMENT,L.P.
Dallas, TX
AUM
$1.48B
Wealth MgmtInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; MODEL ACCOUNT ASSETS
214-871-5260
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
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
VICTORY FINANCIAL
Austin, TX
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
47 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(512) 763-7671
U.S. GLOBAL INVESTORS, INC.
San Antonio, TX
AUM
$1.32B
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
210-308-1234
STANSBERRY ASSET MANAGEMENT, LLC
Westlake, TX
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
646-854-4370
WEBS CREEK CAPITAL MANAGEMENT LP
Dallas, TX
AUM
$1.25B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-546-2504
HODGES CAPITAL MANAGEMENT INC
Dallas, TX
AUM
$1.24B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM
888-878-4426
LEAR INVESTMENT MANAGEMENT
Dallas, TX
AUM
$1.24B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(214) 445-5900
BWCP, LP
Dallas, TX
AUM
$1.23B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-238-5792
PARKWAY WEALTH MANAGEMENT GROUP, LLC
Plano, TX
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
972-502-9340
CHILDRESS CAPITAL ADVISORS, LLC
Houston, TX
AUM
$1.21B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
832-404-2104
AUTUMN LANE ADVISORS, LLC
Houston, TX
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(713) 636-2075