SAROFIM REALTY ADVISORS LLC
Houston, TX
AUM
$1.16B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-654-4484
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
ACADEMY CAPITAL MANAGEMENT
Waco, TX
AUM
$1.16B
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
254-751-0555
ARKOS GLOBAL ADVISORS, LLC
Houston, TX
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(346) 352-2360
OAK HARVEST INVESTMENT SERVICES
Houston, TX
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-822-1350
INSIGHT WEALTH PARTNERS
Plano, TX
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
972-543-4800
CROSSMARK WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-260-9000
INTEGRITY ADVISORY SOLUTIONS
Dallas, TX
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
108 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(214) 919-2165
COPPELL ADVISORY SOLUTIONS LLC
Dallas, TX
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
77 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-888-8020
ENCLAVE ADVISORS, LLC
Austin, TX
AUM
$1.10B
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
512-527-3105
HOLT CAPITAL PARTNERS, L.P.
Fort Worth, TX
AUM
$1.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
817-877-1430
MCGOWAN GROUP ASSET MANAGEMENT, INC.
Dallas, TX
AUM
$1.08B
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
214-720-4400
AUSTIN WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
512-467-2000
UPTICK PARTNERS, LLC
Nacogdoches, TX
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(936) 800-0800
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
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
SOUNDWATCH CAPITAL, LLC
Dallas, TX
AUM
$1.02B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
646-442-9655
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
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