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Find Retirement Advisors for Retirement Planning in Texas, Tyler
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 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 registration checks. 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 Tyler, 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 Tyler, 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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Looking for more choices? Use our free match service to compare retirement planners serving your area.