SEQUENT ASSET MANAGEMENT, LLC
Houston, TX
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
713-467-0008
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
PARAGON FINANCIAL ADVISORS
College Station, TX
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
979-693-3907
ROGERS WEALTH GROUP, INC.
Fort Worth, TX
AUM
$1.04B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
817-334-0351
PERRYMAN FINANCIAL ADVISORY, INC.
Dallas, TX
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
972-770-4800
TEAMWORK FINANCIAL ADVISORS, LLC
San Antonio, TX
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
210-687-1333
AVION WEALTH
The Woodlands, TX
AUM
$984.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
281-528-1200
SCOTT CAPITAL PARTNERS
London, TX
AUM
$970.5M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
+442045742828
BENTOAK CAPITAL
Weatherford, TX
AUM
$969.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
817-550-6750
MBR FINANCIAL
Houston, TX
AUM
$956.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
832-667-8787
DISCIPLINED INVESTORS, L.L.C.
Waco, TX
AUM
$941.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
254-265-7410
ASCENSION CAPITAL ADVISORS, INC.
Houston, TX
AUM
$938.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-952-6900
VAQUERO PRIVATE WEALTH, LTD.
Dallas, TX
AUM
$928.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
214-269-7855
STRATEGIC FINANCIAL CONCEPTS, LLC
San Antonio, TX
AUM
$927.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
41 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
210-737-7800
LAVACA CAPITAL, LLC
Houston, TX
AUM
$927.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-904-4027
COYLE CAPITAL, LLC
Lakeway, TX
AUM
$925.2M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(512) 522-9043
KELLER WEALTH ADVISORS
Victoria, TX
AUM
$923.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
361-573-4383
GOODMAN FINANCIAL CORPORATION
Houston, TX
AUM
$915.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
713-599-1777
BRIAUD FINANCIAL ADVISORS
College Station, TX
AUM
$912.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
979-260-9771
BROOKMONT CAPITAL MANAGEMENT
Dallas, TX
AUM
$910.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ASSETS CONSULTED UPON
214-953-0190
AUM
$909.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
817-861-7099
RICHARD P. SLAUGHTER ASSOCIATES, INC.
Austin, TX
AUM
$905.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
512-918-0000
COMMERCE STREET INVESTMENT MANAGEMENT
Dallas, TX
AUM
$891.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
214-545-6800
ERGUZ, LLC
The Woodlands, TX
AUM
$889.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
832-631-6284
STRATA WEALTH ADVISORS, LLC
Dallas, TX
AUM
$886.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(214) 420-7020