CFM WEALTH PARTNERS LLC
Austin, TX
AUM
$885.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(512) 366-3925
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
ROBERT HARRELL, INCORPORATED
Austin, TX
AUM
$885.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
512-795-9100
OPTAS, LLC
Dripping Springs, TX
AUM
$881.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
888-284-7139
ALPHA CAPITAL MANAGEMENT
Austin, TX
AUM
$871.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
512-322-9318
PINE VALLEY CAPITAL PARTNERS LLC
Austin, TX
AUM
$869.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
737-497-3710
PROBITY ADVISORS, INC.
Dallas, TX
AUM
$859.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-891-8131
APEIRON
Dallas, TX
AUM
$852.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-421-2068
ASSETBUILDER, INC.
Allen, TX
AUM
$812.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
972-535-4040
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC
Houston, TX
AUM
$811.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
281-599-3129
TANGLEWOOD LEGACY ADVISORS, LLC
Houston, TX
AUM
$809.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-599-4999
PROVENTUS AG
Zurich, TX
AUM
$807.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
+41 44 217 83 83
MOSS, LUSE & WOMBLE, LLC
Plano, TX
AUM
$803.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
972-674-2584
CLEAR TRAIL ADVISORS, LLC
Houston, TX
AUM
$803.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(713) 893-9870
CRESTA ADVISORS
Laredo, TX
AUM
$786.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
956-267-8130
PIN OAK INVESTMENT ADVISORS INC
Houston, TX
AUM
$784.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +2 more
713-871-8300
HOURGLASS CAPITAL, LLC
Houston, TX
AUM
$768.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-936-0440
PARATUS FINANCIAL, INC.
Dallas, TX
AUM
$757.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
214-378-7400
WESTWOOD WEALTH MANAGEMENT
Dallas, TX
AUM
$749.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
2147566900
AUTUMN GLORY PARTNERS, LLC
Dallas, TX
AUM
$747.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
214-378-1212
PAX FINANCIAL GROUP
San Antonio, TX
AUM
$747.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
210-881-5700
VIRTUS FAMILY OFFICE
El Paso, TX
AUM
$726.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
915-730-3885
WEALTHSTAR ADVISORS, LLC
Plano, TX
AUM
$723.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-372-2935
DOLIVER ADVISORS, L.P.
Houston, TX
AUM
$718.4M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-917-0022
MAIN STREET RETIREMENT PLANNING, LLC
Coppell, TX
AUM
$716.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
972-393-0376