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Find Retirement Advisors for Retirement Planning in Texas
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Texas, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Texas
Last Updated - April 18, 2025Texas has 39 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1015 non-vetted advisors in your local area. These retirement advisors in Texas have an average of 22 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Texas
VERIFIEDBridget E. Palmer
CRPC®
Bisdorf Palmer Private Wealth Advisors
Qualifications
CRD# 6411450
Firm CRD# 8032
Series 7, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDChris McNeal
CFS
Premier Investments & Wealth Management
Qualifications
CRD# 5440343
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDCourtney Leffall
CFP®
LX Parker Wealth Management
Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDDemond Dawkins
AAMS®
LPL Financial LLC
Qualifications
CRD# 6755866
Firm CRD# 4376904
Series 6, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDDoug Gibson
LUTCF®
SMART Group Houston
Qualifications
CRD# 5626771
Firm CRD# 29087
Series 6, 7, 63, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based
VERIFIEDGeorge Cattat
Four Oaks Financial LLC
Qualifications
CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDJames Shafer
CFP®
Momentum Independent Network Inc.
Qualifications
CRD# 5379121
Firm CRD# 17587
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDJeff Rhame
CFP®
Rhame & Gorrell Wealth Management
Qualifications
CRD# 2516452
Firm CRD# 283027
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJerry McIlhon
Investment Advisor
Beck Capital Management LLC
Qualifications
CRD# 1730924
Firm CRD# 152705
Series 6, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDKenneth Beber
CFS, AIF®
Peak Financial, Inc.
Qualifications
CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDScott Portlock
CFP®, CLU®
Global Wealth Advisors
Qualifications
CRD# 2639917
Firm CRD# 8032
Series 7, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDTim W. Geisbauer
CFP®
Geisbauer Wealth Management
Qualifications
CRD# 4799605
Firm CRD# 6413
Series 7, 24, 66
Minimum Assets Required
$25,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDBenjamin Hooper
CFP®, CIMA®, RICP®, CLU®, ChFC®
Comal Wealth Management
Qualifications
CRD# 5679845
Firm CRD# 309352
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDDavid Nash
CFP®, CFA®
Magister Wealth
Qualifications
CRD# 5882986
Firm CRD# 170829
Series 65
Minimum Assets Required
$300,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDJames Enriquez
MST, CFP®, EA, CRPC®, AAMS®
Strategic Insights Financial Planning Group
Qualifications
CRD# 5847307
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDJustin Hall
CFP®
Good Life Asset Strategies, LLC
Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65
Minimum Assets Required
$200,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDMichelle Vargas
CFP®
Waymaker Financial Planning
Qualifications
CRD# 2441702
Firm CRD# 308177
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDZach Allen
None
Disciplined Advisors Group
Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66
Minimum Assets Required
$10,000,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDCraig Larson
Chartered Life Underwriter (CLU®), CLU®
Larson Financial Advisors
Qualifications
CRD# 2026803
Firm CRD# 158618
Series 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJ.K. Financial, Inc. John Kvale
CFP®, CFA®
J.K. Financial, Inc.
Qualifications
CRD# 2047457
Firm CRD# 114929
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts
Compensation/Fee
Fee-Only
VERIFIEDJeffrey M. Garton
JMG Wealth Management
Qualifications
CRD# 2645788
Firm CRD# 3870
Series 6, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based
VERIFIEDMichelle Connell
CFA®
Portia Capital Management, LLC
Qualifications
CRD# 2526305
Firm CRD# 286662
Series 65, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Not Specified
VERIFIEDStephen Koessl
J&S Partners Inc.
Qualifications
CRD# 2537590
Firm CRD# 6413
Series 7, 9, 10, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 173194
Series 7, 63
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDGlen Smith
CFP®, CRPC®
GDS Wealth Management
Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 164109
Series 7, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
Compensation/Fee
Fee-Only
VERIFIEDQualifications
CRD# 5405451
Firm CRD# 39543
Series 7, 24, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 6413
Series 7, 8, 9, 10, 24, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDQualifications
CRD# 5979802
Firm CRD# 291218
Minimum Assets Required
$3,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Texas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 6300 Bee Cave Road, Building One Austin, TX, 78746 | $749,622,475,396 | 1153 | 1166 | A percentage of AUM, Performance Based |
| 2 | 6500 International Pkwy, Ste 2050 Plano, TX, 75093-8222 | $298,729,428,900 | 360116 | 4065 | A percentage of AUM, Performance Based |
| 3 | 15935 La Cantera Pkwy, San Antonio, TX, 78256 | $151,257,095,924 | 2923 | 481 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $141,927,200,000 | 158 | 1036 | A percentage of AUM, Other (CARRIED INTEREST) |
| 5 | 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201 | $118,041,119,970 | 827 | 319 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $112,362,200,000 | 102 | 361 | A percentage of AUM, Other (CARRIED INTEREST) |
| 7 | 2100 Mckinney Avenue, Suite 1500 Dallas, TX, 75201 | $70,981,471,684 | 133 | 633 | A percentage of AUM, Performance Based, Other (CARRIED INTEREST) |
| 8 | 3800 Maple Avenue, Ste. 600 Dallas, TX, 75219 | $68,653,923,262 | 217 | 21 | A percentage of AUM, Fixed fees |
| 9 | 220 East Las Colinas Blvd., Suite 1200, Irving, TX, 75039-5500 | $57,375,695,433 | 61 | 27 | A percentage of AUM |
| 10 | 2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761 | $49,869,329,873 | 268 | 100 | A percentage of AUM, Performance Based |
| 11 | 5707 Southwest Parkway, Building 2, Suite 400 Austin, TX, 78735 | $48,324,319,629 | 140425 | 1266 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 6801 Parkwood Boulevard, Plano, TX, 75024-7198 | $44,680,083,373 | 78 | 7 | A percentage of AUM, Fixed fees |
| 13 | 3200 Olympus Blvd, Suite 100 Dallas, TX, 75019 | $41,695,726,722 | 131534 | 2478 | A percentage of AUM, Fixed fees, Other (SOLICITOR FEES) |
| 14 | 6688 North Central Expressway, Suite 1400 Dallas, TX, 75206 | $36,791,155,843 | 113 | 302 | Other (SEE ADV 2A, SECTION 5: FEES & COMPENSATION) |
| 15 | 6688 North Central Expressway, Suite 1600 Dallas, TX, 75206 | $36,159,474,957 | 37 | 25 | Other (SEE ADV 2A, SECTION 5A: FEES & COMPENSATION) |
Information on Top Retirement Planning firms in Texas
QualificationsFirm CRD# 106482
Assets Under Management $749,622,475,396
No. Of Clients1153
Clients Per Financial Advisor1
DIMENSIONAL FUND ADVISORS LP is a financial advisory firm situated in Austin, Texas. With a nearly $750B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1153 clients. The team consists of 1166 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
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 or institutional clients
QualificationsFirm CRD# 107342
Assets Under Management $298,729,428,900
No. Of Clients360116
Clients Per Financial Advisor89
FISHER INVESTMENTS is a financial advisory firm situated in Plano, Texas. With a nearly $299B assets under management, the firm specializes in crafting personalized retirement planning solutions for 360116 clients. The team consists of 4065 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- 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 or institutional clients
- Other (PORTFOLIO ASSESSMENT)
QualificationsFirm CRD# 106189
Assets Under Management $151,257,095,924
No. Of Clients2923
Clients Per Financial Advisor6
VICTORY CAPITAL MANAGEMENT INC. is a financial advisory firm situated in San Antonio, Texas. With a nearly $151B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2923 clients. The team consists of 481 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
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 or institutional clients
- Selection for other advisors
- Other (MODEL PORTFOLIOS)
QualificationsFirm CRD# 159732
Assets Under Management $141,927,200,000
No. Of Clients158
Clients Per Financial Advisor0
TPG GLOBAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $142B assets under management, the firm specializes in crafting personalized retirement planning solutions for 158 clients. The team consists of 1036 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 149822
Assets Under Management $118,041,119,970
No. Of Clients827
Clients Per Financial Advisor3
NB ALTERNATIVES ADVISERS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 827 clients. The team consists of 319 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 159738
Assets Under Management $112,362,200,000
No. Of Clients102
Clients Per Financial Advisor0
TPG CAPITAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $112B assets under management, the firm specializes in crafting personalized retirement planning solutions for 102 clients. The team consists of 361 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 159014
Assets Under Management $70,981,471,684
No. Of Clients133
Clients Per Financial Advisor0
SIXTH STREET ADVISERS, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $71B assets under management, the firm specializes in crafting personalized retirement planning solutions for 133 clients. The team consists of 633 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 108561
Assets Under Management $68,653,923,262
No. Of Clients217
Clients Per Financial Advisor10
ALM FIRST FINANCIAL ADVISORS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $69B assets under management, the firm specializes in crafting personalized retirement planning solutions for 217 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 105552
Assets Under Management $57,375,695,433
No. Of Clients61
Clients Per Financial Advisor2
AMERICAN BEACON ADVISORS, INC. is a financial advisory firm situated in Irving, Texas. With a nearly $57B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 105519
Assets Under Management $49,869,329,873
No. Of Clients268
Clients Per Financial Advisor3
BARROW HANLEY GLOBAL INVESTORS is a financial advisory firm situated in Dallas, Texas. With a nearly $50B assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 clients. The team consists of 100 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
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 or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 283330
Assets Under Management $48,324,319,629
No. Of Clients140425
Clients Per Financial Advisor111
KESTRA ADVISORY SERVICES, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $48B assets under management, the firm specializes in crafting personalized retirement planning solutions for 140425 clients. The team consists of 1266 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 44970
Assets Under Management $44,680,083,373
No. Of Clients78
Clients Per Financial Advisor11
CATALYST STRATEGIC SOLUTIONS is a financial advisory firm situated in Plano, Texas. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 104556
Assets Under Management $41,695,726,722
No. Of Clients131534
Clients Per Financial Advisor53
AVANTAX ADVISORY SERVICES is a financial advisory firm situated in Dallas, Texas. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 131534 clients. The team consists of 2478 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (SOLICITOR FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS)
QualificationsFirm CRD# 156078
Assets Under Management $36,791,155,843
No. Of Clients113
Clients Per Financial Advisor0
HUDSON ADVISORS is a financial advisory firm situated in Dallas, Texas. With a nearly $37B assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 302 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (SEE ADV 2A
- SECTION 5: FEES & COMPENSATION)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 160000
Assets Under Management $36,159,474,957
No. Of Clients37
Clients Per Financial Advisor1
LONE STAR FUNDS is a financial advisory firm situated in Dallas, Texas. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (SEE ADV 2A
- SECTION 5A: FEES & COMPENSATION)
Financial Planning Services
- Portfolio management for pooled investment vehicles
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