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Find Retirement Advisors for Retirement Planning in Shamrock, Texas
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Shamrock, Texas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746 | $652,741,971,627 | 818 | 1096 | A Percentage of AUM, Performance Based |
| 2 | FISHER INVESTMENTS 6500 International Pkwy, Ste 2050 Plano, TX, 75093-8222 | $192,398,103,714 | 269289 | 3349 | A Percentage of AUM, Performance Based |
| 3 | VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy, San Antonio, TX, 78256 | $140,836,403,633 | 3419 | 510 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $134,002,200,000 | 147 | 906 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 5 | TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $104,977,500,000 | 95 | 353 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 6 | NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201 | $104,690,106,431 | 765 | 296 | A Percentage of AUM, Fixed Fees, Performance Based |
| 7 | ALM FIRST FINANCIAL ADVISORS LLC 3800 Maple Avenue, Ste. 600 Dallas, TX, 75219 | $74,190,547,353 | 212 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | SIXTH STREET ADVISERS, LLC 2100 Mckinney Avenue, Suite 1500 Dallas, TX, 75201 | $65,882,675,351 | 127 | 539 | A Percentage of AUM, Performance Based, Other (CARRIED INTEREST) |
| 9 | AMERICAN BEACON ADVISORS, INC. 220 East Las Colinas Blvd., Suite 1200, Irving, TX, 75039-5500 | $58,398,845,197 | 62 | 28 | A Percentage of AUM, Performance Based |
| 10 | CATALYST STRATEGIC SOLUTIONS 6801 Parkwood Boulevard, Plano, TX, 75024-7198 | $47,200,027,965 | 78 | 7 | A Percentage of AUM, Fixed Fees |
| 11 | BARROW HANLEY GLOBAL INVESTORS 2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761 | $46,054,770,603 | 255 | 101 | A Percentage of AUM, Performance Based |
| 12 | HUDSON ADVISORS 6688 North Central Expressway, Suite 1400 Dallas, TX, 75206 | $43,291,172,855 | 121 | 297 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED) |
| 13 | KESTRA ADVISORY SERVICES, LLC 5707 Southwest Parkway, Building 2, Suite 400 Austin, TX, 78735 | $41,795,124,579 | 140407 | 1311 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | LONE STAR FUNDS 6688 North Central Expressway, Suite 1600 Dallas, TX, 75206 | $40,708,060,655 | 37 | 26 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 15 | JASPER RIDGE PARTNERS, L.P. 201 Main Street, Suite 1000 Fort Worth, TX, 76102 | $33,065,750,619 | 51 | 109 | A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES) |
Information on Top Retirement Planning firms in Shamrock, Texas
QualificationsFirm CRD# 106482
Assets Under Management $652,741,971,627
No. Of Clients818
Clients Per Financial Advisor1
DIMENSIONAL FUND ADVISORS LP is a financial advisory firm situated in Austin, Texas. With a nearly $653B assets under management, the firm specializes in crafting personalized retirement planning solutions for 818 clients. The team consists of 1096 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 107342
Assets Under Management $192,398,103,714
No. Of Clients269289
Clients Per Financial Advisor80
FISHER INVESTMENTS is a financial advisory firm situated in Plano, Texas. With a nearly $192B assets under management, the firm specializes in crafting personalized retirement planning solutions for 269289 clients. The team consists of 3349 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 106189
Assets Under Management $140,836,403,633
No. Of Clients3419
Clients Per Financial Advisor7
VICTORY CAPITAL MANAGEMENT INC. is a financial advisory firm situated in San Antonio, Texas. With a nearly $141B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3419 clients. The team consists of 510 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 159732
Assets Under Management $134,002,200,000
No. Of Clients147
Clients Per Financial Advisor0
TPG GLOBAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $134B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 906 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
QualificationsFirm CRD# 159738
Assets Under Management $104,977,500,000
No. Of Clients95
Clients Per Financial Advisor0
TPG CAPITAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $105B assets under management, the firm specializes in crafting personalized retirement planning solutions for 95 clients. The team consists of 353 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
QualificationsFirm CRD# 149822
Assets Under Management $104,690,106,431
No. Of Clients765
Clients Per Financial Advisor3
NB ALTERNATIVES ADVISERS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $105B assets under management, the firm specializes in crafting personalized retirement planning solutions for 765 clients. The team consists of 296 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 108561
Assets Under Management $74,190,547,353
No. Of Clients212
Clients Per Financial Advisor10
ALM FIRST FINANCIAL ADVISORS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $74B assets under management, the firm specializes in crafting personalized retirement planning solutions for 212 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for Business
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 159014
Assets Under Management $65,882,675,351
No. Of Clients127
Clients Per Financial Advisor0
SIXTH STREET ADVISERS, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 127 clients. The team consists of 539 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
- Portfolio Management for Business
QualificationsFirm CRD# 105552
Assets Under Management $58,398,845,197
No. Of Clients62
Clients Per Financial Advisor2
AMERICAN BEACON ADVISORS, INC. is a financial advisory firm situated in Irving, Texas. With a nearly $58B assets under management, the firm specializes in crafting personalized retirement planning solutions for 62 clients. The team consists of 28 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 44970
Assets Under Management $47,200,027,965
No. Of Clients78
Clients Per Financial Advisor11
CATALYST STRATEGIC SOLUTIONS is a financial advisory firm situated in Plano, Texas. With a nearly $47B 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 Business
QualificationsFirm CRD# 105519
Assets Under Management $46,054,770,603
No. Of Clients255
Clients Per Financial Advisor3
BARROW HANLEY GLOBAL INVESTORS is a financial advisory firm situated in Dallas, Texas. With a nearly $46B assets under management, the firm specializes in crafting personalized retirement planning solutions for 255 clients. The team consists of 101 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 156078
Assets Under Management $43,291,172,855
No. Of Clients121
Clients Per Financial Advisor0
HUDSON ADVISORS is a financial advisory firm situated in Dallas, Texas. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 clients. The team consists of 297 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 283330
Assets Under Management $41,795,124,579
No. Of Clients140407
Clients Per Financial Advisor107
KESTRA ADVISORY SERVICES, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 140407 clients. The team consists of 1311 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 160000
Assets Under Management $40,708,060,655
No. Of Clients37
Clients Per Financial Advisor1
LONE STAR FUNDS is a financial advisory firm situated in Dallas, Texas. With a nearly $41B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 26 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
QualificationsFirm CRD# 144401
Assets Under Management $33,065,750,619
No. Of Clients51
Clients Per Financial Advisor0
JASPER RIDGE PARTNERS, L.P. is a financial advisory firm situated in Fort Worth, Texas. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 109 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)
Financial Planning Services
- Financial Planning
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
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