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Top 10 financial advisors in Fort Worth, TX

We've curated a list of the best financial advisors in Fort Worth, take a look at it below.

# Company
1

Assets under management

$134,002,200,000

Number of advisors

906 advisors

2

Assets under management

$104,977,500,000

Number of advisors

353 advisors

3

Assets under management

$33,021,084,327

Number of advisors

109 advisors

4

Assets under management

$26,386,074,493

Number of advisors

97 advisors

5

Assets under management

$20,824,607,947

Number of advisors

203 advisors

6

Assets under management

$14,794,900,000

Number of advisors

38 advisors

7

Assets under management

$5,545,100,000

Number of advisors

19 advisors

8

Assets under management

$4,792,200,000

Number of advisors

10 advisors

9

Assets under management

$3,892,500,000

Number of advisors

16 advisors

10

Assets under management

$2,022,243,578

Number of advisors

96 advisors

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Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

  • Tpg Global Advisors, LLC

    Tpg Global Advisors, LLC is a financial advisory firm based in Fort Worth, Texas. It currently has approximately $134,002,200,000 of assets under management and employs about 906 people. Tpg Global Advisors, LLC uses a fee structure of a percentage of assets under your management and carried interest.

    $134,002,200,000 under management

    906 advisors

    Fee structure

    A percentage of assets under your management

    CARRIED INTEREST

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • Tpg Capital Advisors, LLC

    Tpg Capital Advisors, LLC is a financial advisory firm based in Fort Worth, Texas. It currently has approximately $104,977,500,000 of assets under management and employs about 353 people. Tpg Capital Advisors, LLC uses a fee structure of a percentage of assets under your management and carried interest.

    $104,977,500,000 under management

    353 advisors

    Fee structure

    A percentage of assets under your management

    CARRIED INTEREST

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • Jasper Ridge Partners, L.p.

    Jasper Ridge Partners, L.P. is a wealth advisor and asset management firm established in Fort Worth, TX. As of December 31, 2024, the firm managed approximately $40.1 billion, primarily on a discretionary basis. They offer tailored advisory services to individuals and institutions through Private Investment Vehicles, Pooled Funds, and comprehensive wealth management services. The firm's investment strategies include a mix of U.S. and foreign securities, traditional and alternative asset classes, and hedging transactions. Jasper Ridge Partners charges management fees based on a percentage of assets held in Client accounts and may also charge performance fees. The firm has implemented procedures to mitigate conflicts of interest related to performance-based fees and side-by-side management. Clients include Private Investment Vehicles, Pooled Funds, and individuals receiving wealth management services. The firm monitors Client accounts regularly, follows a Proxy Voting Policy, and has custody of some Client assets. Jasper Ridge Partners has no disciplinary events and provides detailed information on fees, compensation, brokerage practices, and financial industry activities in their brochure.

    $33,021,084,327 under management

    109 advisors

    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

  • Luther King Capital Management Corporation

    Luther King Capital Management Corporation is a financial advisory firm based in Fort Worth, Texas. It currently has approximately $26,386,074,493 of assets under management and employs about 97 people. Luther King Capital Management Corporation uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

    $26,386,074,493 under management

    97 advisors

    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

  • Crestline Management, L.p.

    Crestline Management, L.p. is a financial advisory firm based in Fort Worth, Texas. It currently has approximately $20,824,607,947 of assets under management and employs about 203 people. Crestline Management, L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and see miscellaneous section.

    $20,824,607,947 under management

    203 advisors

    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)

  • Tpg Real Estate Advisors, LLC

    Tpg Real Estate Advisors, LLC is a financial advisory firm based in Fort Worth, Texas. It currently has approximately $14,794,900,000 of assets under management and employs about 38 people. Tpg Real Estate Advisors, LLC uses a fee structure of a percentage of assets under your management and general partner profits allocation and incentive fees.

    $14,794,900,000 under management

    38 advisors

    Fee structure

    A percentage of assets under your management

    GENERAL PARTNER PROFITS ALLOCATION AND INCENTIVE FEES

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • Tpg Re Finance Trust Management, L.p.

    Tpg Re Finance Trust Management, L.p. is a financial advisory firm based in Fort Worth, Texas. It currently has approximately $5,545,100,000 of assets under management and employs about 19 people. Tpg Re Finance Trust Management, L.p. uses a fee structure of fixed fees and incentive fees.

    $5,545,100,000 under management

    19 advisors

    Fee structure

    Fixed fees

    INCENTIVE FEES

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • Tpg Pep Advisors, LLC

    Tpg Pep Advisors, LLC is a financial advisory firm based in Fort Worth, Texas. It currently has approximately $4,792,200,000 of assets under management and employs about 10 people. Tpg Pep Advisors, LLC uses a fee structure of a percentage of assets under your management and general partner profits allocation.

    $4,792,200,000 under management

    10 advisors

    Fee structure

    A percentage of assets under your management

    GENERAL PARTNER PROFITS ALLOCATION

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • Tpg Solutions Advisors

    Tpg Solutions Advisors is a financial advisory firm based in Fort Worth, Texas. It currently has approximately $3,892,500,000 of assets under management and employs about 16 people. Tpg Solutions Advisors uses a fee structure of a percentage of assets under your management and carried interest.

    $3,892,500,000 under management

    16 advisors

    Fee structure

    A percentage of assets under your management

    CARRIED INTEREST

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • Crescent Real Estate LLC

    Crescent Real Estate LLC is a financial advisory firm based in Fort Worth, Texas. It currently has approximately $2,022,243,578 of assets under management and employs about 96 people. Crescent Real Estate LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and property mgmt, leasing, asset mgmt, dvlpmnt, other re fees.

    $2,022,243,578 under management

    96 advisors

    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

Commitment

We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

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.

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