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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX
723 advisers found
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
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
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
NEXANNUITY ASSET MANAGEMENT, L.P.
Dallas, TX
AUM
$823.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
214-276-6300
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
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
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
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
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
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
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
MANSKE WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$707.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(713) 581-1994
E & G ADVISORS, LLC
Houston, TX
AUM
$706.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
713-880-5819