Search Results

1,041 advisors in texas
FirmFeeAUMMin.Clients

STYRE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #289276
Typical Fee--
AUM$201M
Minimum--
Clients597

SUCCESSION FINANCIAL, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mckinney, TexasCRD #336434
Typical Fee--
AUM$210M
Minimum--
Clients174

SUMMA CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tomball, TexasCRD #113091
Typical Fee--
AUM$459M
Minimum--
Clients66

SUMMIT HOUSE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #306823
Typical Fee--
AUM$382M
Minimum--
Clients3

SUMMITTX CAPITAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #333741
Typical Fee--
AUM$8.2B
Minimum--
Clients3

SUNBELT SECURITIES

Also Compensated via Brokerage
Houston, TexasCRD #42180
Typical Fee--
AUM$2.0B
Minimum--
Clients5,355

SUNTX CAPITAL MANAGEMENT CORP.

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #161332
Typical Fee--
AUM$471M
Minimum--
Clients3

SVRN ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #222518
Typical Fee--
AUM$212M
Minimum--
Clients150

SWBC INVESTMENT ADVISORY SERVICES LLC

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #156155
Typical Fee--
AUM--
Minimum--
Clients--

SWBC INVESTMENT COMPANY

Clean RecordAlso Compensated via Brokerage
San Antonio, TexasCRD #140994
Typical Fee--
AUM$229M
Minimum--
Clients406

SWIFT CREEK PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #329614
Typical Fee--
AUM$1.8B
Minimum--
Clients5

SWMG, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #166688
Typical Fee--
AUM$320M
Minimum--
Clients1,388

SYCAMORE TREE CAPITAL PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #311555
Typical Fee--
AUM$2.5B
Minimum--
Clients10

SYMMETRY CAPITAL ADVISORS LLC

Fee-Only, No ConflictsClean Record
Dallas, TexasCRD #122563
Typical Fee--
AUM$435M
Minimum--
Clients445

SYMPHONY FINANCIAL, LTD. CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #171816
Typical Fee--
AUM$1.1B
Minimum--
Clients3,324

TABERNACLE EQUITY MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Southlake, TexasCRD #336248
Typical Fee--
AUM$49M
Minimum--
Clients1

TAILWATER CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #167240
Typical Fee--
AUM$3.4B
Minimum--
Clients16

TAILWIND ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #150081
Typical Fee--
AUM$1.6B
Minimum--
Clients21

TANGLEWOOD LEGACY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #127289
Typical Fee--
AUM$562M
Minimum--
Clients522

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #107639
Typical Fee--
AUM$1.4B
Minimum--
Clients1,294

TDC CAPITAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
College Station, TexasCRD #117769
Typical Fee--
AUM$178M
Minimum--
Clients217

TEAM FINANCIAL STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Abilene, TexasCRD #134104
Typical Fee--
AUM$257M
Minimum--
Clients1,184

TEAMWORK FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #165237
Typical Fee--
AUM$800M
Minimum--
Clients4,253

TECA PARTNERS, LP

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #298106
Typical Fee--
AUM$185M
Minimum--
Clients3

TECHQUITY CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Austin, TexasCRD #162322
Typical Fee--
AUM$313M
Minimum--
Clients3

TECTONIC ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Frisco, TexasCRD #139713
Typical Fee--
AUM$4.3B
Minimum--
Clients7,991

TERRAFORM WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Houston, TexasCRD #325530
Typical Fee--
AUM$182M
Minimum--
Clients5

TERRY MCDANIEL & COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Austin, TexasCRD #104732
Typical Fee--
AUM$1.8B
Minimum--
Clients372

TEVIS INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #167750
Typical Fee--
AUM$206M
Minimum--
Clients509

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dallas, TexasCRD #298422
Typical Fee1.25%
AUM$3.5B
Minimum$1M
Clients1,982
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