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 | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$134,002,200,000
Number of advisors
906 advisors
| $134,002,200,000 | 906 advisors | |
| 2 |
Assets under management
$104,977,500,000
Number of advisors
353 advisors
| $104,977,500,000 | 353 advisors | |
| 3 |
Assets under management
$33,021,084,327
Number of advisors
109 advisors
| $33,021,084,327 | 109 advisors | |
| 4 |
Assets under management
$26,386,074,493
Number of advisors
97 advisors
| $26,386,074,493 | 97 advisors | |
| 5 |
Assets under management
$20,824,607,947
Number of advisors
203 advisors
| $20,824,607,947 | 203 advisors | |
| 6 |
Assets under management
$14,794,900,000
Number of advisors
38 advisors
| $14,794,900,000 | 38 advisors | |
| 7 |
Assets under management
$5,545,100,000
Number of advisors
19 advisors
| $5,545,100,000 | 19 advisors | |
| 8 |
Assets under management
$4,792,200,000
Number of advisors
10 advisors
| $4,792,200,000 | 10 advisors | |
| 9 |
Assets under management
$3,892,500,000
Number of advisors
16 advisors
| $3,892,500,000 | 16 advisors | |
| 10 |
Assets under management
$2,022,243,578
Number of advisors
96 advisors
| $2,022,243,578 | 96 advisors |
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.
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.
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 VehiclesTpg 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 VehiclesJasper 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 ServicesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersPortfolio Management For Private Investment VehiclesLuther 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 BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio 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 AdviceCrestline 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 VehiclesPortfolio 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 VehiclesTpg 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 VehiclesTpg 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 VehiclesTpg 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 VehiclesCrescent 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.
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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