Top 10 advisors in Texas
We’ve curated a list of the best financial advisors in Texas, take a look at it below
Find an advisor in Texas| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $192,398,103,714 | 3349 advisors | ||
| 2 | $134,002,200,000 | 906 advisors | ||
| 3 | $104,977,500,000 | 353 advisors | ||
| 4 | $40,708,060,655 | 26 advisors | ||
| 5 | $33,021,084,327 | 109 advisors | ||
| 6 | $29,871,782,000 | 300 advisors | ||
| 7 | $28,705,122,113 | 51 advisors | ||
| 8 | $28,457,389,000 | 174 advisors | ||
| 9 | $26,386,074,493 | 97 advisors | ||
| 10 | $24,236,030,690 | 29 advisors |
How we came up with this list
To generate our top financial advisors list in Texas, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Texas. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Fisher Investments
Assets under management
$192,398,103,714
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Portfolio Assessment
2. Tpg Global Advisors, LLC
Assets under management
$134,002,200,000
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Tpg Capital Advisors, LLC
Assets under management
$104,977,500,000
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Lone Star Funds
Assets under management
$40,708,060,655
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Jasper Ridge Partners, L.p.
Assets under management
$33,021,084,327
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES
Services offered
Financial Planning Services
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Portfolio Management For Private Investment Vehicles
6. Kayne Anderson Capital Advisors Lp
Assets under management
$29,871,782,000
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Fayez Sarofim & Co.
Assets under management
$28,705,122,113
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
8. Hbk Capital Management
Assets under management
$28,457,389,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Luther King Capital Management Corporation
Assets under management
$26,386,074,493
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Investment Consulting Services/non-discretionary Investment Advice
- Not sure which one to choose?Use our smart matching tool
10. Guidestone Capital Management
Assets under management
$24,236,030,690
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Provide Capital Market Assumptions And Model Portfolios Of Affiliated Mutual Funds To An Affiliated Adviser
Your first meeting is free.