Top 10 advisors in Fort Worth
We’ve curated a list of the best financial advisors in Fort Worth, take a look at it below
Find an advisor in Fort Worth| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $134,002,200,000 | 906 advisors | ||
| 2 | $104,977,500,000 | 353 advisors | ||
| 3 | $33,021,084,327 | 109 advisors | ||
| 4 | $26,386,074,493 | 97 advisors | ||
| 5 | $20,824,607,947 | 203 advisors | ||
| 6 | $14,794,900,000 | 38 advisors | ||
| 7 | $5,545,100,000 | 19 advisors | ||
| 8 | $4,792,200,000 | 10 advisors | ||
| 9 | $3,892,500,000 | 16 advisors | ||
| 10 | $2,022,243,578 | 96 advisors |
How we came up with this list
To generate our top financial advisors list in Fort Worth, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fort Worth. 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. 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
2. 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
3. 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
4. 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
5. Crestline Management, L.p.
Assets under management
$20,824,607,947
Fee structure
A percentage of assets under your management
Performance-based fees
SEE MISCELLANEOUS SECTION
Services offered
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)
6. Tpg Real Estate Advisors, LLC
Assets under management
$14,794,900,000
Fee structure
A percentage of assets under your management
GENERAL PARTNER PROFITS ALLOCATION AND INCENTIVE FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Tpg Re Finance Trust Management, L.p.
Assets under management
$5,545,100,000
Fee structure
Fixed fees
INCENTIVE FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Tpg Pep Advisors, LLC
Assets under management
$4,792,200,000
Fee structure
A percentage of assets under your management
GENERAL PARTNER PROFITS ALLOCATION
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Tpg Solutions Advisors
Assets under management
$3,892,500,000
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Crescent Real Estate LLC
Assets under management
$2,022,243,578
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
PROPERTY MGMT, LEASING, ASSET MGMT, DVLPMNT, OTHER RE FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.