Avantax Advisory Services, headquartered in Dallas, TX, is a leading national investment advisory firm with 2433 dedicated employees, all committed to delivering exceptional investment advisory services. With an impressive average of $12,670,000 in assets under management per investment advisor, they possess extensive expertise in managing a diverse range of client portfolios. Their compensation structure is designed to cater to individual needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. With over 77,940 individual clients and an impressive $30,968,246,000 in assets under management, Avantax Advisory Services has established itself as a trusted partner for individuals and employers alike. Notably, they have demonstrated their competence and experience in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. The firm boasts an impressive track record, as 75% of the assets they manage are under discretionary management, showcasing their ability to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Avantax Advisory Services also serves as a registered representative of a broker-dealer and an insurance broker or agent. Operating from 1,515 offices nationwide, Avantax Advisory Services has cultivated a team of highly experienced professionals. Among their ranks, Raymond Wilshire, James Haney, and George Famiglio stand as some of the longest-tenured advisors, exemplifying the firm's commitment to delivering trusted guidance and personalized service. Overall, Avantax Advisory Services is a reputable firm that combines a nationwide presence, robust industry knowledge, and a team of seasoned professionals to provide comprehensive investment advisory services to their diverse clientele.

E & G Advisors, LP is a reputable investment advisory firm headquartered in Houston, Texas. With a team of four dedicated professionals, they specialize in offering top-notch investment advisory services to a diverse range of clients. Each investment advisor at E & G Advisors, LP maintains an impressive average of approximately $29,600,000 in assets under management. Their compensation structure is flexible and accommodates various types, including a percentage of assets under management, hourly charges, and fixed fees. With over 180 individual clients, E & G Advisors, LP currently manages an impressive portfolio of assets totaling over $466,699,000. The firm primarily focuses on serving high-net-worth individuals, with the majority of the assets they manage belonging to this exclusive group. Although 401K and individual accounts account for less than 30% of their assets under management, E & G Advisors, LP possesses the expertise to effectively manage employer funds as well. Notably, the firm exercises full discretion over 100% of the assets entrusted to their care. As a small investment advisory firm, E & G Advisors, LP has established a strong presence in the industry, with a single office located in Houston, Texas. The company takes pride in the expertise and experience of their longest tenured advisors, including Adam Gracely, Mark Easley, and Jeffrey Dastmalchian. Through their commitment to delivering personalized investment strategies and exemplary service, E & G Advisors, LP continues to build lasting relationships and help their clients achieve their financial goals.

LBJ Family Wealth Advisors, Ltd., headquartered in Austin, TX, is a distinguished investment advisory firm catering to high net worth individuals. With an impressive track record, they currently manage assets worth over $300,978,000 for a clientele comprising more than 10 discerning individuals. As a small firm with one office, LBJ Family Wealth Advisors provides personalized and comprehensive wealth management solutions. The firm's success is attributed to its discretionary approach, wherein 100% of the assets they manage are under their sole discretion. This level of trust has enabled LBJ Family Wealth Advisors to establish strong and long-lasting relationships with their clients. They offer various compensation structures, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. With a team of two dedicated employees, LBJ Family Wealth Advisors maintains a high standard of service. Their investment advisors have an exceptional average of approximately $150,490,000 in assets under management per advisor, surpassing the industry average. Among their experienced team, Faith Vincent and Willyn Wahl stand as two of the longest tenured registered advisors with the firm. LBJ Family Wealth Advisors, Ltd. prides itself on their commitment to providing tailored wealth management strategies, delivering exceptional results and building enduring client relationships. With their expertise and dedication, they continue to serve as trusted partners in their clients' pursuit of financial success and prosperity.

Retirement Financial Group, LLC is a small investment advisory firm based out of Beaumont, TX, with two offices. With a total of four employees, two of whom provide investment advisory services, the firm is committed to helping individuals plan for a secure retirement. With an average of approximately $53,720,000 in assets under management per investment advisor, Retirement Financial Group, LLC maintains an average standing compared to the industry. Their compensation structure encompasses various types, including a percentage of assets under management and hourly charges, ensuring flexibility for their clients. Notably, around half of their assets under management are derived from employer 401Ks or individuals, demonstrating their expertise and experience in this particular area. All the assets they manage are discretionary, giving clients confidence in the firm's ability to make informed investment decisions. Retirement Financial Group, LLC boasts a substantial client base of over 260 individuals, entrusting the firm with more than $107,433,000 in assets under management. Within the company, Clark Shofner and Erik Morgan stand as two of the longest tenured registered advisors, contributing their extensive knowledge and expertise to the firm's success. With a commitment to personalized service and a deep understanding of retirement planning, Retirement Financial Group, LLC strives to guide clients towards achieving their financial goals and enjoying a comfortable retirement.

SMITH ANGLIN FINANCIAL, LLC is a reputable investment advisory firm based in Dallas, TX. With one office located in the heart of the city, the firm is dedicated to providing exceptional investment advisory services to its clients. Boasting a team of 16 highly skilled professionals, Smith Anglin Financial, LLC has built a solid foundation of expertise and knowledge in the financial industry. On average, each investment advisor at the firm manages approximately $77,820,000 in assets under management, which aligns with the industry average. Their compensation structure is diverse and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. While their portfolio comprises less than 30% of 401K and individual accounts, the firm possesses the capability to efficiently manage employer funds. An impressive 98% of the assets under their management are discretionary, reflecting the trust and confidence placed in the firm by their clients. Catering primarily to high net worth individuals, Smith Anglin Financial, LLC has accumulated over 660 individual clients, managing assets worth more than $1,245,087,000. The firm takes pride in its experienced advisors, with notable individuals such as Regis Moxley, Steven Anglin, and Christopher Lott, who have been with the company for an extended period. Their unwavering commitment to client success and financial prosperity has established Smith Anglin Financial, LLC as a trusted partner in wealth management.

YCG, LLC, based out of Austin, TX, is a small investment advisory firm that prides itself on providing personalized financial solutions to its clients. With 8 dedicated employees, including 4 experienced investment advisors, YCG, LLC offers a wide range of services to individuals seeking expert guidance in managing their wealth. With an impressive average of approximately $45,200,000 in assets under management per investment advisor, YCG, LLC demonstrates its commitment to delivering comprehensive financial strategies. The firm's compensation structure encompasses various options, including a percentage of assets under management and hourly charges, ensuring flexibility and transparency. YCG, LLC has established a strong reputation within the industry, managing over $1,102,869,000 in assets for more than 40 individual clients. The firm's exceptional track record and attention to detail have contributed to an impressive 99% of the assets they manage being discretionary. Operating from a single office, YCG, LLC cultivates a client-centric approach, tailoring investment plans to meet each client's unique goals and risk tolerance. Brian Yacktman and William Kruger, two of the firm's longest tenured registered advisors, bring extensive expertise to the table, further enhancing the quality of service provided. With a commitment to maintaining strong client relationships and a focus on delivering results, YCG, LLC continues to be a trusted partner for individuals seeking sound investment advice in the Austin, TX area and beyond.

Schubert & Company, Inc. is a reputable investment advisory firm headquartered in McKinney, Texas. With a comprehensive portfolio of over 50 individual clients, the company proudly manages an impressive $332,705,000 in assets. As a local firm, Schubert & Company, Inc. focuses on delivering personalized and tailored investment strategies to its valued clients. The firm's commitment to excellence is evident in their 100% discretionary management of client assets, ensuring flexibility and agility in decision-making. Primarily catering to high-net-worth individuals, Schubert & Company, Inc. is adept at handling complex financial portfolios and providing comprehensive wealth management solutions. With a single office location, the company operates efficiently to maintain close relationships with clients while delivering exceptional service. The dedicated team at Schubert & Company, Inc., consisting of six employees, collectively provides investment advisory services to meet clients' financial objectives. The firm boasts an average assets under management per investment advisor of approximately $55,450,000, aligning with the industry average. Notably, Schubert & Company, Inc. takes pride in the expertise and longevity of its advisory team. The firm benefits from the extensive experience of trusted advisors such as Kathryn Atkins, Kevin Nelson, and Kelley Schubert, who have been instrumental in shaping the company's success. Schubert & Company, Inc.'s compensation structure is diverse, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients have choices that best suit their unique financial goals.

Palogic Value Management, L.P. is a small investment advisory firm based out of Dallas, TX, specializing in providing investment advisory services. With one office location, the firm has established itself as a trusted financial partner in the region. Palogic Value Management, L.P. boasts a team of four dedicated employees, all of whom are committed to delivering exceptional investment strategies and personalized guidance to their clients. On average, each investment advisor at Palogic Value Management, L.P. manages approximately $65,120,000 in assets under management, a figure that aligns with the industry average. The firm's compensation structure is diverse and includes a percentage of assets under management as well as performance-based fees, ensuring a mutually beneficial relationship with their clients. While less than 30% of their assets under management are attributed to 401K and individual accounts, Palogic Value Management, L.P. possesses the expertise and capability to manage employer funds. All of the assets they manage are discretionary, offering clients a hands-off approach to their investments. With an impressive portfolio, Palogic Value Management, L.P. serves over 40 individual clients, expertly managing their assets totaling more than $260,467,000. The firm prides itself on its experienced advisors, including the long-tenured professionals Ryan Vardeman, Robert Peters, and Tiffany Colquitt, who contribute to the firm's outstanding reputation and successful track record. Palogic Value Management, L.P. is dedicated to providing exceptional investment advisory services, helping their clients achieve their financial goals with confidence and peace of mind.

Grace Capital Management, LLC is a small investment advisory firm based out of Austin, Texas. With a single office, the firm is dedicated to providing top-notch investment advisory services to its clients. The team at Grace Capital Management consists of three skilled professionals who collectively manage approximately $42,020,000 in assets under management per investment advisor. They offer various compensation structures, including a percentage of assets under management, fixed fees, and performance-based fees. Although 401K and individual accounts account for less than 30% of their assets under management, Grace Capital Management possesses the capability to manage employer funds. Notably, 74% of the assets they manage are discretionary, enabling the firm to make informed investment decisions on behalf of their clients. With a solid client base, Grace Capital Management serves over 250 individual clients who entrust them with more than $126,066,000 in assets under management. The firm takes pride in the expertise and experience of its advisors, with some of the longest-tenured professionals being Ben Meadows, David Fischer, and George Duff. Grace Capital Management, LLC prioritizes delivering personalized and comprehensive investment advisory services to help clients meet their financial goals. With their extensive knowledge of the investment landscape and commitment to excellence, the firm strives to build long-term relationships based on trust and success.

Phillips Ray Capital Management, Inc., based out of Fort Worth, TX, is a reputable investment advisory firm catering to high net worth individuals. With over 30 individual clients and a commendable track record, they oversee a substantial $111,644,000 in assets under management. As a small firm, they prioritize personalized service and maintain a single office location. Dedicated to maximizing returns for their clients, Phillips Ray Capital Management, Inc. excels in discretionary asset management, with an impressive 79% of their managed assets falling under this category. Their compensation structure is flexible and tailored to meet clients' needs, offering options such as a percentage of assets under management, fixed fees, and hourly charges. The firm's team consists of two experienced professionals, all of whom are dedicated to providing exceptional investment advisory services. Each investment advisor manages an average of approximately $55,820,000 in assets, which aligns with the industry average. Their expertise, combined with a deep understanding of the market, allows them to develop customized strategies that align with their clients' financial goals. With a strong focus on building long-term relationships, Phillips Ray Capital Management, Inc. strives to deliver unparalleled value and results. Their commitment to transparency, integrity, and sound financial advice positions them as a trusted partner in the wealth management journey of their clients.

TRB Wealth Management, LLC is a prominent investment advisory firm headquartered in Harlingen, TX. With a team of seven highly skilled professionals, they specialize in providing top-notch investment advisory services to a diverse clientele. Each investment advisor at TRB Wealth Management averages an impressive $130,650,000 in assets under management, surpassing the industry average. The firm's compensation structure is multifaceted, offering various options such as a percentage of assets under management and performance-based fees. With over 1,070 individual clients, TRB Wealth Management manages a substantial $489,011,000 in assets under management. While 401K and individual accounts constitute less than 30% of their portfolio, the firm possesses the expertise to effectively handle employer funds. An exceptional aspect of TRB Wealth Management is that 99% of the assets they manage are under discretionary control, providing clients with a high level of trust and confidence in their investment decisions. As a local establishment, TRB Wealth Management operates from three offices, ensuring accessibility and personalized service for their valued clients. The firm takes pride in its team of experienced advisors, with several long-tenured professionals at the helm, including Linda Roberts, John Tippit, and Kevin Whitworth. Their wealth of expertise and industry knowledge allows TRB Wealth Management to offer comprehensive financial guidance, tailored to meet the unique goals and aspirations of their clients. With a track record of success, TRB Wealth Management, LLC continues to uphold its reputation as a trusted advisor, providing superior investment management solutions to individuals, families, and businesses in the Harlingen, TX area and beyond.