SEGMENT WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$2.07B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
713-800-7150
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
2,479 advisers found
EW HEALTHCARE PARTNERS
The Woodlands, TX
AUM
$2.06B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
281-364-1555
APPLIED FINANCE ADVISORS, LLC
San Antonio, TX
AUM
$2.05B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
210-204-7479
INSCRIPTION CAPITAL, LLC
Houston, TX
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-673-8999
CRESTA FUND MANAGEMENT LLC
Dallas, TX
AUM
$2.04B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-310-1083
CORDA INVESTMENT MANAGEMENT, LLC
Houston, TX
AUM
$2.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
101-250
Fees
Percentage of AUM
713-439-0665
TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP
Vancouver, Bc, TX
AUM
$2.00B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
604-689-0821
BALEFIRE, LLC
Dallas, TX
AUM
$1.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-361-1001
SOLE SOURCE CAPITAL LLC
Dallas, TX
AUM
$1.98B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(214) 617-4745
CENTEROAK ADVISER, L.P.
Dallas, TX
AUM
$1.98B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214.301.4201
FIC PARTNERS MANAGEMENT, LP
Houston, TX
AUM
$1.97B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
713.337.7980
GUIDESTONE ADVISORS
Dallas, TX
AUM
$1.96B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
214-720-6486
VOSS CAPITAL, LP
Houston, TX
AUM
$1.94B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
832-592-1782
ELDA RIVER CAPITAL MANAGEMENT, LLC
Houston, TX
AUM
$1.94B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
346 614 4250
CFO4LIFE
Coppell, TX
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
214-637-9500
NEXPOINT REAL ESTATE ADVISORS VII, L.P.
Dallas, TX
AUM
$1.93B
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; NEGOTIATED FEES BASED ON SERVICES PROVIDED
214-276-6300
TERRY MCDANIEL & COMPANY
Austin, TX
AUM
$1.92B
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM
512-495-9500
KILDARE PARTNERS US, LLC
Westlake, TX
AUM
$1.91B
Wealth Mgmt
Team
24 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
214-756-6030
AUSTIN ASSET
Austin, TX
AUM
$1.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
512-453-6622
SCOUT ENERGY MANAGEMENT LLC
Dallas, TX
AUM
$1.86B
Wealth Mgmt
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-277-1397
TRITIUM PARTNERS
Austin, TX
AUM
$1.86B
Wealth Mgmt
Team
26 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
512-493-4100
CONDIRE MANAGEMENT, LP
Dallas, TX
AUM
$1.86B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-572-8921
WILLIS JOHNSON WEALTH
Houston, TX
AUM
$1.85B
Financial PlanningWealth MgmtTrusts & Estates
Team
21 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
713-439-1200
RIA ADVISORS
Houston, TX
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
281-501-1791