Search Results

1,041 advisors in texas
FirmFeeAUMMin.Clients

PERSONAL MONEY PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wichita Falls, TexasCRD #112178
Typical Fee--
AUM$116M
Minimum--
Clients577

PETROCAP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #169688
Typical Fee--
AUM$808M
Minimum--
Clients6

PHOENIX CAPITAL REALTY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Addison, TexasCRD #161129
Typical Fee--
AUM$168M
Minimum--
Clients2

PICKERING ENERGY PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #302116
Typical Fee--
AUM$1.4B
Minimum--
Clients16

PIN OAK INVESTMENT ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #105550
Typical Fee--
AUM$672M
Minimum--
Clients336

PINE VALLEY CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #330556
Typical Fee--
AUM$535M
Minimum--
Clients17

PINGORA PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #148262
Typical Fee--
AUM$187M
Minimum--
Clients89

PIONEER WEALTH MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #133429
Typical Fee--
AUM$399M
Minimum--
Clients1,658

PIVOT POINT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bellaire, TexasCRD #130562
Typical Fee--
AUM$142M
Minimum--
Clients305

PLAGENS & TAYLOR WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Angelo, TexasCRD #335178
Typical Fee--
AUM$279M
Minimum--
Clients758

PLANNING WORKS ADVISORY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #317834
Typical Fee--
AUM$200M
Minimum--
Clients623

PLATFORM PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #286532
Typical Fee--
AUM$841M
Minimum--
Clients2

PMG FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #312154
Typical Fee--
AUM$144M
Minimum--
Clients296

PMV CAPITAL ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #308010
Typical Fee--
AUM$93M
Minimum--
Clients106

POINT BRIDGE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #168071
Typical Fee--
AUM$387M
Minimum--
Clients68

PORTFOLIO ADVISORY COUNCIL,L.L.C.

Fee-OnlyAlso Compensated via Product Sales
Houston, TexasCRD #107465
Typical Fee--
AUM$465M
Minimum--
Clients909

PORTFOLIO MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #107129
Typical Fee--
AUM$144M
Minimum--
Clients339

POSITION WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #325116
Typical Fee--
AUM$242M
Minimum--
Clients215

POST OAK PRIVATE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #159293
Typical Fee--
AUM$391M
Minimum--
Clients782

PRECEDENT WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #325203
Typical Fee--
AUM$536M
Minimum--
Clients594

PRECEPT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #114671
Typical Fee--
AUM$14M
Minimum--
Clients3

PRESCOTT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #283784
Typical Fee--
AUM$245M
Minimum--
Clients5

PRESIDIO INVESTORS LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #160841
Typical Fee--
AUM$985M
Minimum--
Clients12

PRESTIGE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southlake, TexasCRD #336264
Typical Fee--
AUM$148M
Minimum--
Clients881

PRINCIPIA WEALTH ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #152678
Typical Fee--
AUM$190M
Minimum--
Clients736

PROBITY ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #121849
Typical Fee--
AUM$732M
Minimum--
Clients1,111

PROEM ADVISORS LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #300404
Typical Fee2.00%
AUM$259M
Minimum--
Clients5

PROMUS ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #157484
Typical Fee--
AUM$415M
Minimum--
Clients271

PROPHET CAPITAL ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #150683
Typical Fee--
AUM$3.3B
Minimum--
Clients20

PROPHET EQUITY MANAGEMENT II LLC

Fee-Only, No ConflictsClean Record
Southlake, TexasCRD #170614
Typical Fee--
AUM$237M
Minimum--
Clients1
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