Managers in Roanoke, TX

United States · 48 asset managers within 25 km (5 in Roanoke itself) · 85 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Dallas, TX 481 · Fort Worth, TX 45 · Plano, TX 37 · Southlake, TX 27 · Naval Air Station Jrb, TX 20 · Irving, TX 17 · Frisco, TX 14 · Addison, TX 11 · Richardson, TX 7 · Coppell, TX 5 · Flower Mound, TX 4 · Hurst, TX 3

Asset managers in and around Roanoke

#	Manager	People here	Assets	Visa salary
1	FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Roanoke, Southlake STRATEGIC ADVISERS LLC, FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · 9 related pages $2.3tn · visa salary $116,064	1,054	$2.3tn	$116,06431 filings
2	CHARLES SCHWAB & CO., INC. Roanoke CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC.	132
3	GAUGE CAPITAL private equity · Southlake $3.4bn	about 61main office	$3.4bn
4	KINGFISH CAPITAL PARTNERS LLC private equity · Southlake $231.8m	about 35main office	$231.8m
5	KILDARE PARTNERS US, LLC real estate · Roanoke $1.9bn	about 24main office	$1.9bn
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Roanoke, Southlake $1.7tn	21	$1.7tn
7	MCR FUND MANAGEMENT LLC private equity, real estate, futures · Coppell $4.6bn	about 15main office	$4.6bn
8	INSIGHT EQUITY MANAGEMENT COMPANY LLC private equity · Southlake $885.9m	about 15main office	$885.9m
9	ROOSEVELT MANAGEMENT COMPANY LLC institutions · Coppell $52.4m	15	$52.4m
10	PRIME CAPITAL FINANCIAL institutions · Flower Mound $39.1bn	7	$39.1bn
11	ANCOR CAPITAL PARTNERS private equity · Southlake $458.4m	about 7main office	$458.4m
12	PROPHET EQUITY MANAGEMENT II LLC private equity · Southlake PROPHET EQUITY MANAGEMENT II LLC, PROPHET EQUITY MANAGEMENT LLC $171.4m	about 7main office	$171.4m
13	TABERNACLE EQUITY MANAGEMENT LLC private equity · Southlake $41.5m	about 7main office	$41.5m
14	MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Coppell FIDUCIARY CONSULTING GROUP · 33 related pages $2.0tn	5	$2.0tn
15	GREYSTAR INVESTMENT GROUP, LLC private equity, real estate · Southlake $36.5bn	5	$36.5bn
16	TRINITY INVESTORS FUND ADVISORS, LLC private equity, real estate · Southlake $606.6m	about 4main office	$606.6m
17	RFG Advisory, LLC mutual funds · Flower Mound, Southlake $8.0bn	3	$8.0bn
18	Cullen/Frost Bankers, Inc. mutual funds, institutions, futures · Southlake Frost Investment Services, LLC · 3 related pages $10.1bn	2	$10.1bn
19	INTELLICENTS INVESTMENT SOLUTIONS INC institutions · Southlake $9.9bn	2	$9.9bn
20	St. James Investment Company, LLC Southlake $660.6m	about 2main office	$660.6m
21	SMH CAPITAL ADVISORS INC institutions · Southlake $503.1m	2	$503.1m
22	DOUBLE EAGLE CAPITAL MANAGEMENT LP hedge funds, futures · Southlake $133.2m	about 2main office	$133.2m
23	NEW CANAAN FUNDING MEZZANINE LLC private equity · Southlake	2
24	STATE FARM INVESTMENT MANAGEMENT CORP mutual funds · Flower Mound $12.9bn	1	$12.9bn
25	Rubric Capital Management LP hedge funds, private equity, futures · Southlake $9.6bn	1	$9.6bn
26	AECOM CAPITAL REAL ESTATE, LLC Southlake $559.5m	1	$559.5m
27	Manteio Capital LLC hedge funds, futures · Southlake MANTEIO CAPITAL LLC · 2 related pages $492.7m	1	$492.7m
28	PLANGUIDE FINANCIAL institutions · Southlake $277.2m	about 1main office	$277.2m
29	GARNETT ADVISORS, LLC institutions · Denton $265.7m	about 1main office	$265.7m
30	AWH FINANCIAL, LLC Bedford	1
31	US BANCORP \DE\ mutual funds, bank or insurer · Southlake U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn	office	$427.5bn
32	BLACK DRAGON CAPITAL INVESTMENT MANAGEMENT, INC private equity · Southlake $395.6m	office	$395.6m
33	WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Roanoke W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn	office	$93.5bn
34	TITLEIST ASSET MANAGEMENT, LLC wealth · Colleyville TITLEIST ASSET MANAGEMENT, LLC · 2 related pages $2.8bn	office	$2.8bn
35	Leo Wealth, LLC Hurst $1.4bn	based here	$1.4bn
36	LEO BROKERAGE, LLC Hurst $876.3m	based here	$876.3m
37	Coppell Advisory Solutions Corp. Coppell $530.5m	based here	$530.5m
38	Mills Wealth Advisors LLC Southlake $317.6m	based here	$317.6m
39	Steward Financial Group LLC Colleyville $314.6m	based here	$314.6m
40	Keener Financial Planning LLC Keller $279.6m	based here	$279.6m
41	Grunden Financial Advisory, Inc. Denton $255.9m	based here	$255.9m
42	RIVERCHASE WEALTH MANAGEMENT, LLC Flower Mound $214.6m	based here	$214.6m
43	BANNERMAN WEALTH MANAGEMENT GROUP, LLC Lewisville $171.3m	based here	$171.3m
44	Corps Capital Advisors, LLC Southlake $124.0m	based here	$124.0m
45	LEO FUNDS AMERICAS, LLC hedge funds · Hurst	office
46	LIFE INVESTORS MANAGEMENT COMPANY, LP private equity · Southlake	office
47	OVCP MANAGER, LLC real estate · Southlake	office
48	TEAKWOOD CAPITAL private equity · Coppell	office

48 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.