OXBOW ADVISORS, LLC
Austin, TX
AUM
$2.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
512-386-1088
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX
1,712 advisers found
PERMIAN
Dallas, TX
AUM
$2.43B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-257-6080
THE MILESTONE REAL ESTATE GROUP, LP
Dallas, TX
AUM
$2.43B
Wealth Mgmt
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-442-8150
PACELINE EQUITY PARTNERS, LLC
Dallas, TX
AUM
$2.43B
Wealth Mgmt
Team
37 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
469-405-0908
REQUISITE CAPITAL MANAGEMENT LLC
Dallas, TX
AUM
$2.43B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(469) 373-3399
MANITOU INVESTMENT MANAGEMENT LTD.
Toronto, Ontario, TX
AUM
$2.42B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
416-865-1867
SIMMONS L E & ASSOCIATES INC
Houston, TX
AUM
$2.38B
Wealth Mgmt
Team
14 advisors
Clients
0
Fees
Percentage of AUM; CARRIED INTEREST
713-227-7888
STRIVE ASSET MANAGEMENT
Dallas, TX
AUM
$2.38B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
872-270-5406
EOC PARTNERS ADVISORS L.P.
Houston, TX
AUM
$2.37B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
713-828-0482
KA CREDIT ADVISORS, LLC
Houston, TX
AUM
$2.29B
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-493-2000
ARROYO ENERGY INVESTMENT PARTNERS LLC
Spring, TX
AUM
$2.28B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
281-825-5462
BEAIRD HARRIS
Dallas, TX
AUM
$2.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-503-1040
SATHER FINANCIAL GROUP, INC.
Victoria, TX
AUM
$2.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
361-570-1800
WATERLOO CAPITAL
Austin, TX
AUM
$2.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
512-777-5900
EIV CAPITAL, LLC
Houston, TX
AUM
$2.23B
Wealth Mgmt
Team
23 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-353-2755
SMITH GROUP ASSET MANAGEMENT, LLC
Dallas, TX
AUM
$2.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM
214-880-4600
CRG
Houston, TX
AUM
$2.21B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-209-7350
OREI ADVISORS LP
Austin, TX
AUM
$2.18B
Wealth Mgmt
Team
24 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-681-0185
SAGEFIELD INVESTMENT GROUP LP
Dallas, TX
AUM
$2.17B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-717-6213
MERIDIEM CAPITAL PARTNERS LP
Dallas, TX
AUM
$2.15B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(469) 317-2120
ROOT FINANCIAL PARTNERS
Austin, TX
AUM
$2.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
59 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(760) 452-0720
ASCENTIS INDEPENDENT ADVISORS, LLC
Dallas, TX
AUM
$2.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
866-273-1563
ADELL HARRIMAN & CARPENTER
Houston, TX
AUM
$2.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
713-621-1155
RIVER CANYON FUND MANAGEMENT LLC
Dallas, TX
AUM
$2.08B
Wealth Mgmt
Team
55 advisors
Clients
—
Fees
Percentage of AUM
214 253 6000