SEC-registered financial advisors in Texas
This page lists 646 advisory firms with a main office in Texas that are registered with the SEC and report individual clients. It is not every advisor in Texas. Firms registered with Texas's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Texas
Showing 24 of 646
- 1836 Asset Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- 1900 Wealth$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- 49 Financial$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissions
- 9823 Capital, LP$500M to $1BSEC recordPercentage of assetsPerformance-based
- 994 Group$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- A Sling & A Stone, Incorporated$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- A3 Capital Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Academy Capital Management$1B or moreSEC recordPercentage of assets
- Ackerman Capital Management$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Act Wealth Management, LLC$500M to $1BSEC recordPercentage of assets
- Adams Asset Advisors LLC$500M to $1BSEC recordPercentage of assets
- Adell Harriman & Carpenter$1B or moreSEC recordPercentage of assets
- Advisor Resource Council$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Advisors Crypto, Inc.Under $25MSEC recordPercentage of assets
- Advocates Wealth Planning$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Alamo Advisors, LP$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Allred Harris Wealth Management.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Alm First Financial Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Alongside, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Alpha Capital Management$500M to $1BSEC recordPercentage of assets
- Alteris Capital Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Alterna Wealth Management, Inc.$1B or moreSEC recordPercentage of assets
- Americana Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Amicus Financial Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Ankerstar Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Annandale Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Apeiron$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Applewhite & Buys Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Argent Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Ark Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Arkos Global Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Artesa Financial Group$100M to $500MSEC recordPercentage of assets
- Ascension Capital Advisors, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Ascentis Independent Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Ascentis Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsOther
- Ask Capital Investment Managers$100M to $500MSEC recordPercentage of assets
- Aspen Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Aspenridge Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Asset Preservation Group Inc$100M to $500MSEC recordPercentage of assets
- Assetbuilder, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Astra Wealth Management Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- AtlasMark Financial, Inc.$100M to $500MSEC recordPercentage of assets
- Atom Investors LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- ATX Financial Planning, LLC$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
- Augment Advisors, LLC$100M to $500MSEC recordOther
- Austerra Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Austin Asset$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Austin Money Management Corporation$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Austin Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Authentikos Wealth Advisory LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Autumn Glory Partners, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Autumn Lane Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Avant Financial Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Avid Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Avidian Wealth Solutions$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Avion Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Avondale Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Awaken Wealth Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Awm Financial Services Inc.$100M to $500MSEC recordPercentage of assetsHourlyOther
- Balefire, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bannerman Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Banorte Asset Management, Inc.$500M to $1BSEC recordPercentage of assets
- Barrow Hanley Global Investors$1B or moreSEC recordPercentage of assetsPerformance-based
- Bbae Advisors LLCUnder $25MSEC recordPercentage of assets
- Beacon Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Beacon Financial Advisors Ltd$100M to $500MSEC recordPercentage of assets
- Beacon Financial Group$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Beaird Harris$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Beaumont Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Beck Capital Management LLC$500M to $1BSEC recordPercentage of assets
- Bellatore Financial, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Bentoak Capital$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Berry Wealth Group$100M to $500MSEC recordPercentage of assets
- Best Invest$100M to $500MSEC recordPercentage of assetsHourly
- Bfi Wealth Solutions, LLC$100M to $500MSEC recordPercentage of assets
- BinvestingUnder $25MSEC recordPercentage of assets
- BirdRock Wealth$100M to $500MSEC recordPercentage of assets
- Birnam Wood Capital, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Bison Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Black Barn Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Blackgold Capital Management LP$100M to $500MSEC recordPercentage of assetsPerformance-based
- Bland Garvey Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Bluespring Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bonner & Smith, LLC$100M to $500MSEC recordPercentage of assets
- Bowie Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Box Financial Advisors, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Boyce & Associates Wealth Consulting, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Braeside Investments, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Branson Fowlkes & Co Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Branson Fowlkes Russell IncUnder $25MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Brasada Capital Management, LP$500M to $1BSEC recordPercentage of assetsPerformance-based
- Brazos Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Brazos Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Briaud Financial Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Bridgeway Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Bright Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsOther
- Brindle & Bay Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Broadhurst Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Broadway Wealth Solutions$100M to $500MSEC recordPercentage of assets
- Brookline Wealth, LLC$100M to $500MSEC recordFixed or flat fee
- Brookmont Capital Management$500M to $1BSEC recordPercentage of assetsOther
- Brownlee Wealth Management$100M to $500MSEC recordHourlyFixed or flat fee
- Burford Brothers, Inc.$100M to $500MSEC recordPercentage of assets
- Burke Wealth Management, LLC$25M to $100MSEC recordPercentage of assets
- Cain Capital Management, LP$100M to $500MSEC recordFixed or flat feePerformance-based
- Cain, Watters & Associates, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Calderwood Financial Strategies, Inc.$100M to $500MSEC recordPercentage of assets
- Callahan Advisors, LLC$1B or moreSEC recordPercentage of assets
- CAM Investor Solutions$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Camden Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Cap Six Advisors$100M to $500MSEC recordPercentage of assets
- Capital Advisory Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Capital Creek Partners$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Capital Ideas$100M to $500MSEC recordPercentage of assets
- CapStar Financial Services LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cargile Investment Management$100M to $500MSEC recordPercentage of assets
- Carlin Wealth Management Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Carroll Advisory Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Castleview Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Catalyst Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Centennial Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Centric Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Century Management Financial Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Certified Financial Strategies Corporation$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- CFM Wealth Partners LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Cfo4life$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Charis Legacy Partners$100M to $500MSEC recordPercentage of assetsHourly
- Childress Capital Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Chilton Capital Management LLC$1B or moreSEC recordPercentage of assets
- CHJ Wealth Management$500M to $1BSEC recordPercentage of assets
- Christian Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Chung Wu Investment Group, LLC$100M to $500MSEC recordPercentage of assets
- Civitas Capital Management, LLC$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
- Clare Market Investments, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Clear Sky Financial, LP$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Clear Trail Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- CMG Wealth Management$100M to $500MSEC recordPercentage of assets
- Collective Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Commerce Street Investment Management$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Concorde Investment Management$100M to $500MSEC recordPercentage of assetsHourly
- Cooksen Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Coppell Advisory Solutions LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Corda Investment Management, LLC$1B or moreSEC recordPercentage of assets
- Core Capital Management and Research Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cornermen Financial, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Corps Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Corus Family Wealth Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Cottonwood Capital Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cove Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Coyle Capital, LLC$500M to $1BSEC recordPercentage of assets
- Cravens Brothers Private Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Crescent Advisor Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cresta Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Crestmont Private Wealth LLC$100M to $500MSEC recordPercentage of assets
- Crimson Management$100M to $500MSEC recordPercentage of assets
- Crossmark Global Investments, Inc.$1B or moreSEC recordPercentage of assets
- Crossmark Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Cultivar Capital, Inc.$100M to $500MSEC recordPercentage of assets
- Cypress Asset Management Inc$100M to $500MSEC recordPercentage of assets
- Cypress Point Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- D.H. Hill Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Daniels & Erickson Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Dash Investments$500M to $1BSEC recordPercentage of assets
- Davidson Capital Management, Inc$500M to $1BSEC recordPercentage of assets
- Dean, Jacobson Financial Services$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Dean Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Delos Private Client Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- DFS Advisory$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Diamond Client Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Diesslin Group, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Digital Ascension Group - Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Dimensional Fund Advisors LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Disciplined Investors, L.L.C.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Doliver Advisors, L.P.$500M to $1BSEC recordPercentage of assetsPerformance-based
- Double Eagle Family Offices, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Double Eagle Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Dovetail Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Duration Asset Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- E & G Advisors, LLC$500M to $1BSEC recordPercentage of assets
- Eagle Financial Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Eagle Global Advisors LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Early McClintic & McMillan, LLC$500M to $1BSEC recordPercentage of assets
- Eight 31 Financial, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Eldred Rock Partners, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Eltekon Advisors, LLC.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Emc Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Empiric Advisors, Inc.$25M to $100MSEC recordPercentage of assets
- Empiric InstitutionalUnder $25MSEC recordPercentage of assets
- Empower Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Enclave Advisors, LLC$1B or moreSEC recordPercentage of assets
- Encompass Advisory Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- Endeavor Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Endurance Financial Planning, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Enzi Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Eq Wealth Advisors$500M to $1BSEC recordPercentage of assets
- Equilibria Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Erben Associates, LLC$100M to $500MSEC recordFixed or flat feeOther
- Erguz, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Eubank, Hutson & Associates, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Family Dynasty Advisors LLC$25M to $100MSEC recordPercentage of assets
- Farris Capital Management Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fayez Sarofim & Co.$1B or moreSEC recordPercentage of assets
- Fca Corp$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Fifth Force Management$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Finamex Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Aurora, LLC.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Financial Gravity Asset Management, Inc.$500M to $1BSEC recordPercentage of assets
- Financial Gravity Family Office Services, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Financial Life Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Synergies$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Fireside Capital Advisors$100M to $500MSEC recordPercentage of assetsHourly
- First Command Advisory Services$1B or moreSEC recordPercentage of assetsFixed or flat fee
- First Dallas Securities, Inc.$100M to $500MSEC recordCommissions
- Fisher Investments$1B or moreSEC recordPercentage of assetsPerformance-based
- Fivancial Advisors, Inc.Under $25MSEC recordNewsletter subscriptions
- Floyd Capital Management$100M to $500MSEC recordPercentage of assets
- Fluent Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- FMP Wealth Advisers$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Focus Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Fogarty Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Forefront$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Fort Advisors Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Forthright Family Wealth Advisory LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Fortiter Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Fortune Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Founder Family Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Founders Capital Management Inc$100M to $500MSEC recordPercentage of assets
- Franklin, Parlapiano, Turner & Welch LLC$500M to $1BSEC recordPercentage of assets
- Freedom Day Solutions, LLC$500M to $1BSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
- Frost Investment Services$1B or moreSEC recordPercentage of assets
- Fruth Investment Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Fulcrum Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fundify Advisors LLCUnder $25MSEC recordPercentage of assets
- Garcia Hamilton & Associates LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Garnett Advisors, LLC$100M to $500MSEC recordPercentage of assets
- GBM Wealth Management, Inc.$100M to $500MSEC recordPercentage of assets
- GDS Wealth Management$1B or moreSEC recordPercentage of assets
- Generational Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Gerald Baker Financial Group, L.L.C.dba Baker Financial Services$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- GFN Capital Management$100M to $500MSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
- GFS Advisors LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Glass Wealth Management Co., LLC$100M to $500MSEC recordPercentage of assets
- Goodman Financial Corporation$500M to $1BSEC recordPercentage of assetsHourly
- Grace Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Granite Harbor Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Green & Deckert LLC$100M to $500MSEC recordPercentage of assets
- Greenbelt Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Greenfield Seitz Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Guided Capital Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Guidestone Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Hackett Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Halbert Wealth Management, Inc$100M to $500MSEC recordPercentage of assets
- Halcyon Global Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Hampton Rock Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Harrell Investment Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Hartmann Taylor Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Haven Wealth Group$500M to $1BSEC recordPercentage of assetsOther
- Henry Bragg & Co.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Heritage Retirement Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Heritage Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Herndon Plant Oakley Ltd$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- HFG Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- High Plains Investment Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hill Country Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hilltop Securities Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Hodges Capital Management Inc$1B or moreSEC recordPercentage of assets
- Holt Capital Partners, L.P.$1B or moreSEC recordPercentage of assetsHourly
- Homage Wealth Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Horizon Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Hourglass Capital, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Howard Financial Services, Ltd.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Hub Investment Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Ias Wealth Management, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Icon Wealth Partners$1B or moreSEC recordPercentage of assetsOther
- II Technology, LLC$25M to $100MSEC recordPercentage of assetsOther
- Imperium Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Inscription Capital, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Insight Wealth Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Integra Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Integrated Advisors Network LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Integrated Wealth Strategies, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Integrity Advisory Solutions$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Integrity Road Wealth Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Intelligent Wealth Solutions LLC$500M to $1BSEC recordPercentage of assetsCommissions
- Intrua Financial$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Ironbridge Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Ironoak Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Isc Advisors, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- J.E. Simmons & Co., P.C.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- J.K. Financial, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Jasper Ridge Partners, L.P.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Jaykay Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- JCP Investment Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Joyce Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Kanos Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Kayne Anderson Capital Advisors, L.P.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- KDK Private Wealth Management$500M to $1BSEC recordPercentage of assetsPerformance-based
- Keener Financial Planning$100M to $500MSEC recordHourlyFixed or flat fee
- Keller Wealth Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Kercheville Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Kestra Advisory Services, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Kestra Private Wealth Services, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Kings Path Partners LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Kingstone Capital Partners Texas, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kingwood Investment Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- KM Capital Management, Ltd.$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Kopion Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- L & B Realty Advisors, LLPUnder $25MSEC recordPercentage of assetsPerformance-based
- Lake Hills Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lauterbach Financial Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Lavaca Capital, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- LBJ Family Wealth Advisors, Ltd.$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- LD Lowe Wealth Advisory$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Leap Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Lear Investment Management$1B or moreSEC recordPercentage of assets
- Leder Fiduciary Capital LLC$100M to $500MSEC recordPercentage of assets
- Lee Financial Company, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Legacy Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Legacy Chief Financial Office, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Legacy Consulting Group$100M to $500MSEC recordPercentage of assetsHourly
- Legacy Knight Mfo, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Lemnis Capital$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Leo Wealth Americas, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Level Four Advisory Services$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Level Four Capital Management$1B or moreSEC recordPercentage of assets
- Lexington Hill Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- LGT Financial Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lifestyle Asset Management, Inc.$500M to $1BSEC recordPercentage of assetsHourly
- Lifetime Wealth Management P.C.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Lifeway Financial Corporation$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Linscomb Wealth, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Live Oak Investment Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Live Oak Wealth Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lonestar Registered Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- LP Investment Management, LLC$500M to $1BSEC recordFixed or flat fee
- Lucien Stirling & Gray Advisory Group Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lummis Asset Management, L.P.$100M to $500MSEC recordPercentage of assetsHourly
- Luther King Capital Management Corporation$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- M.C. Byrd Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- M. E. Allison & Co., Inc.$100M to $500MSEC recordPercentage of assetsHourlyOther
- Mack & Co. Partners, LP$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Madden Asset Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Main Street Retirement Planning, LLC$500M to $1BSEC recordPercentage of assets
- Manske Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Maqro Advisors LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Martin Capital Advisors, LLP$100M to $500MSEC recordPercentage of assets
- Maslow Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Masterpiece Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- MBR Financial$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- McAlister, Sweet & Associates, Inc.$100M to $500MSEC recordPercentage of assets
- McDonald Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- McElhenny Sheffield Capital Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- McGowan Group Asset Management, Inc.$1B or moreSEC recordPercentage of assets
- McKinney Capital Management$100M to $500MSEC recordPercentage of assets
- MDT Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mercantile Investment Advisors$100M to $500MSEC recordPercentage of assets
- Meridian Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Meristead Wealth, LLC$1B or moreSEC recordPercentage of assets
- Miai, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Michels Family Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Miller Global Investments, L.L.C.$100M to $500MSEC recordPercentage of assets
- Mills Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Modern Financial Planning$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Moffatt Financial Strategies$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Momentum Independent Network Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Monex Asset Management, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Money Managers, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Mosaic Advisors$500M to $1BSEC recordFixed or flat fee
- Moss, Luse & Womble, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- MTR Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Murphy & Sylvest$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Murray Investment Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Murray Securities, Inc.$100M to $500MSEC recordPercentage of assets
- Mytimeequity$100M to $500MSEC recordPercentage of assetsPerformance-based
- NB Alternatives Advisers LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- NestvstUnder $25MSEC recordPercentage of assetsFixed or flat fee
- New Capital Management, LP$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- New Dimensions Wealth Management, L.L.C.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Nexadvisors, LLC$25M to $100MSEC recordPercentage of assetsHourly
- Nexus One Financial Advisors LLC$500M to $1BSEC recordPercentage of assets
- NFWM$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Nixon Capital LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Nolet Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Northill Aims, LLC$100M to $500MSEC recordPercentage of assets
- Nuclo Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Oak Harvest Investment Services$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Oakwell Private Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Openair Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Optas, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Optima Asset Management Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Optimum Quantvest Corporation$500M to $1BSEC recordPercentage of assetsPerformance-based
- Optimus Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Orchid Advisory$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- OREI Advisors LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Ormonde Investment Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Orser Capital Management LLC$100M to $500MSEC recordPercentage of assets
- Outlook Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Outrunner Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Overridge Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Oxbow Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Pacific Strategic Management, LP$100M to $500MSEC recordPercentage of assets
- Paladino Wealth$100M to $500MSEC recordPercentage of assets
- Palogic Value Management, L.P.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Panteles Advisors$100M to $500MSEC recordPercentage of assetsPerformance-based
- Paradigm Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Paragon Financial Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Paratus Financial, Inc.$500M to $1BSEC recordHourlyFixed or flat fee
- Parker Financial Advisors LLC$100M to $500MSEC recordPercentage of assets
- Parkstone Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Parkway Advisors, L.P.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Parkway Wealth Management Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Pathway Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Patron Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Paul Comstock Partners$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Pax Financial Group$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Peak American Investment Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Peirce Capital Management, LLC$500M to $1BSEC recordPercentage of assets
- Penn Davis McFarland Inc$1B or moreSEC recordPercentage of assets
- Penney Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Per Stirling Capital Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Perryman Financial Advisory, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Personal Money Planning, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pin Oak Investment Advisors Inc$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Pingora Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Pioneer Wealth Management Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pivot Point Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Plagens & Taylor Wealth Management$100M to $500MSEC recordPercentage of assets
- Planning Works Advisory, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- PMG Family Office, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- PMV Capital Advisers, LLC$100M to $500MSEC recordPercentage of assets
- Point Bridge Capital, LLC$100M to $500MSEC recordPercentage of assets
- Portfolio Advisory Council, L.L.C.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Portfolio Management, LLC$100M to $500MSEC recordPercentage of assets
- Position Wealth$100M to $500MSEC recordPercentage of assets
- Post Oak Private Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourly
- Precedent Wealth Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Prestige Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Principia Wealth Advisory, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Probity Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Promus Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Prospera Financial Services, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
- Prota Financial$100M to $500MSEC recordPercentage of assets
- Provident Financial Planning, LLC$100M to $500MSEC recordHourlyFixed or flat fee
- Purewater Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Quadcap Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Quantor Capital LLC$100M to $500MSEC recordPercentage of assets
- Quattro Financial Advisors$1B or moreSEC recordPercentage of assets
- Quotient Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Reap Financial Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Recurrent Investment Advisors LLC$1B or moreSEC recordPercentage of assets
- Redbud Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Redemption Capital$100M to $500MSEC recordPercentage of assetsHourly
- Redfish Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Redwood Family Wealth LLC$100M to $500MSEC recordPercentage of assetsHourly
- Regan Capital$1B or moreSEC recordPercentage of assetsPerformance-based
- Relevance Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Reliance Wealth Management$100M to $500MSEC recordPercentage of assets
- Requisite Capital Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Retirement Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Retirement Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Retirement Planners of America$1B or moreSEC recordPercentage of assets
- Revere Asset$100M to $500MSEC recordPercentage of assetsPerformance-based
- RewbixUnder $25MSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- RFG Wealth Advisory$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Rhame & Gorrell Wealth Management$1B or moreSEC recordPercentage of assets
- Rhodes Investment Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyCommissions
- RHP Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- RIA Advisors$1B or moreSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
- RIA Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Richard P. Slaughter Associates, Inc.$500M to $1BSEC recordPercentage of assetsHourly
- Ridgeback Capital Management$100M to $500MSEC recordPercentage of assetsHourly
- Riverchase Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Robert Harrell, Incorporated$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Robertson Investment Management$500M to $1BSEC recordPercentage of assets
- Robinson Value Management, Ltd.$100M to $500MSEC recordPercentage of assets
- Rockwall Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Rogers Wealth Group, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Roosevelt Capital Management LLC$1B or moreSEC recordPercentage of assets
- Root Financial Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Roserock Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Roth Financial Partners LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- RTW Financial Advisors Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- RWM Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- RWR Investments LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Rydar Equities, Inc.$100M to $500MSEC recordPercentage of assets
- S.B. Value Partners, L.P.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- S Harris Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- S&S Wealth Management$100M to $500MSEC recordPercentage of assets
- Saddock Wealth, LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sage Advisory Services Ltd Co$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Sage Wealth Planning$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sanders Morris LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Sarofim International Management Co$1B or moreSEC recordPercentage of assets
- Sarofim Trust Co$1B or moreSEC recordPercentage of assets
- Sather Financial Group, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Save Advisers LLCUnder $25MSEC recordOther
- Saxon Financial Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Scherer Financial Advisory Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyCommissions
- Schlegel Dunn LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Schlindwein Associates LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Schulz Wealth, Ltd.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Scott & Selber, Inc. Capital Management$500M to $1BSEC recordPercentage of assets
- Secure Financial Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Segment Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Sendero Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Sentry Management Inc$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Sequent Asset Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- SFMG Wealth Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Shadowridge Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Shelter Wealth Strategies, LLC$100M to $500MSEC recordPercentage of assetsOther
- Shelton Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Signal Securities, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- SimplevisorUnder $25MSEC recordPercentage of assets
- SK Advisor Network, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Skybound Wealth USA$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Smart Money Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- SMH Capital Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyCommissions
- Smith Group Asset Management, LLC$1B or moreSEC recordPercentage of assets
- Smith & Wyatt$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Snider Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Snowcap Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Solutions 4 Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sonnet, LLC$100M to $500MSEC recordPercentage of assets
- South Texas Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Southwestern Money Management LLC$25M to $100MSEC recordPercentage of assets
- Sovereign Wealth Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Spectrum Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Spring Capital Management$100M to $500MSEC recordPercentage of assets
- Ssb&T Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- St. James Investment Company, LLC$500M to $1BSEC recordPercentage of assets
- Stability Partners Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Stavis Wealth Transfer Solutions$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Stegent Equity Advisors Inc.$100M to $500MSEC recordPercentage of assets
- Stone Oak Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Stonebridge Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Stonecrest Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Storehouse Financial LLC$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Strata Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Strategic Advisory Services, L.L.C.$100M to $500MSEC recordPercentage of assetsOther
- Strategic Financial Concepts, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Strategic Financial Planning, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Strategic Portfolio Solutions, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Strategic Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Strategic Wealth Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Strive Asset Management$1B or moreSEC recordPercentage of assets
- Stuart Investment Advisors, Inc.$500M to $1BSEC recordPercentage of assets
- Styre Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Succession Financial, Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Summa Corp.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Sunbelt Securities$1B or moreSEC recordPercentage of assetsFixed or flat fee
- SVRN Asset Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- SWBC Investment Company$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- SWMG, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Symmetry Capital Advisors LLC$100M to $500MSEC recordPercentage of assets
- Symphony Financial, Ltd. Co.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Tailwind Advisors$1B or moreSEC recordPercentage of assetsPerformance-based
- Tanglewood Legacy Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Tanglewood Total Wealth Management, Inc.$1B or moreSEC recordPercentage of assets
- TDC Capital Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- Team Financial Strategies$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Teamwork Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Tectonic Advisors LLC$1B or moreSEC recordPercentage of assets
- Tectonic Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Terraform Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Terry McDaniel & Company$1B or moreSEC recordPercentage of assets
- Tevis Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Texas Capital Bank Private Wealth Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Texas Family Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- TFR Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Advisors Group$100M to $500MSEC recordPercentage of assetsHourly
- The Capital Chart Room, Ltd$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Clarus Group$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- The Gardner Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Goff Financial Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- The Menard Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Personal Wealth Coach$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Sum$500M to $1BSEC recordHourlyFixed or flat fee
- The Watchman Group, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Thirteen Twenty-Two Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Three Bell Capital LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Titan Retirement Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Titleist Asset Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- TKC Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- TL Private Wealth$100M to $500MSEC recordPercentage of assets
- TLWM Financial$500M to $1BSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- TNT Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Tolleson Private Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Transce3nd LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- TRB Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Trinity Investment Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Trinity Legacy Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Trinity Portfolio Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Trisperity Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- True Financial Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- True North Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Tsa Wealth Management$100M to $500MSEC recordPercentage of assets
- Turner Capital Investments, LLC$100M to $500MSEC recordPercentage of assets
- Turtle Creek Trust$1B or moreSEC recordPercentage of assets
- Turtle Creek Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Unifimoney RIAUnder $25MSEC recordPercentage of assets
- United Advisors America$100M to $500MSEC recordPercentage of assets
- United Capital Financial Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Uptick Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Uptown Capital Advisors$100M to $500MSEC recordPercentage of assets
- Valic Financial Advisors, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Valinor Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Vann Equity Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vannoy Advisory Group, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Vaquero Private Wealth, Ltd.$500M to $1BSEC recordPercentage of assetsHourly
- Vaughan Nelson Investment Management, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
- Verus Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- VestieUnder $25MSEC recordFixed or flat fee
- Viaquest Advisors LLC$100M to $500MSEC recordPercentage of assetsHourly
- Victory Capital Management Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Victory Financial$1B or moreSEC recordPercentage of assetsFixed or flat fee
- View Capital RIA, LP$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Virtus Family Office$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Wallace Capital Management, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Warwick Partners$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Watercolor Financial$100M to $500MSEC recordPercentage of assets
- Waterford Capital Investment Advisory Services LLC$100M to $500MSEC recordPercentage of assets
- Waterloo Capital$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Waterway Wealth Management, L.L.C.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Wave Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Wealth Benefit Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Wealthstar Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Wela Financial Advisory$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Westmont Advisory, LLC$100M to $500MSEC recordPercentage of assets
- Westpark Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Westwood Management Corp$1B or moreSEC recordPercentage of assetsPerformance-based
- Westwood Wealth Management$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissionsPerformance-based
- White Rock Capital$100M to $500MSEC recordPercentage of assetsPerformance-based
- White Wing Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- William Madison Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Willis Johnson Wealth$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Winnacle Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wisdom Index Advisors$100M to $500MSEC recordPercentage of assetsHourly
- Wisniewski Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- WJ Interests, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Womack Financial LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Worth Asset Management$100M to $500MSEC recordPercentage of assets
- Worth Financial Group Inc.$100M to $500MSEC recordPercentage of assets
- Wpa Family Office, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Wpwealth LLP$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Yacktman Asset Management LP$1B or moreSEC recordPercentage of assetsPerformance-based
- YCG, LLC$1B or moreSEC recordPercentage of assets
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.