Research Report · 2026-02-28
Largest Registered Investment Advisers in Dallas
Dallas SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
32
Total AUM
$76.43B
Median AUM
$349.5M
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | AVANTAX ADVISORY SERVICES, INC. | DALLAS | 104556 | $46.11B | 2,278 | 2025-03-31 | → |
| 2 | PROSPERA FINANCIAL SERVICES, INC. | DALLAS | 10740 | $12.44B | 333 | 2025-09-30 | → |
| 3 | APEXIUM FINANCIAL LP | DALLAS | 283726 | $4.02B | 15 | 2025-10-31 | → |
| 4 | SMITH ANGLIN FINANCIAL, LLC | DALLAS | 144386 | $2.01B | 16 | 2025-05-31 | → |
| 5 | TRIGATE MANAGEMENT LLC | DALLAS | 158083 | $1.28B | 20 | 2026-02-28 | → |
| 6 | HODGES CAPITAL MANAGEMENT INC | DALLAS | 110080 | $1.24B | 20 | 2025-10-31 | → |
| 7 | VAQUERO PRIVATE WEALTH, LTD. | DALLAS | 305266 | $928.9M | 9 | 2026-02-28 | → |
| 8 | ADAMS ASSET ADVISORS LLC | DALLAS | 120573 | $839.4M | 4 | 2026-01-31 | → |
| 9 | MADDEN SECURITIES CORPORATION | DALLAS | 18389 | $793.8M | 2 | 2025-06-30 | → |
| 10 | ORG PARTNERS LLC | DALLAS | 312728 | $772.6M | 24 | 2025-08-31 | → |
| 11 | SERVICE ACADEMY CAPITAL MANAGEMENT LLC | DALLAS | 226628 | $734.0M | 7 | 2026-01-31 | → |
| 12 | FULLER WEALTH MANAGEMENT, LLC | DALLAS | 281767 | $707.8M | 9 | 2025-01-31 | → |
| 13 | OPTIMA ASSET MANAGEMENT INC | DALLAS | 106095 | $657.4M | 2 | 2026-02-28 | → |
| 14 | CARSON MANAGEMENT COMPANY, LLC | DALLAS | 153261 | $469.3M | 6 | 2026-02-28 | → |
| 15 | FORTUNE WEALTH MANAGEMENT, LLC | DALLAS | 157832 | $396.3M | 3 | 2026-02-28 | → |
| 16 | GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC | DALLAS | 150434 | $363.4M | 4 | 2026-01-31 | → |
| 17 | FIRST DALLAS SECURITIES, INC. | DALLAS | 24549 | $335.7M | 20 | 2025-10-31 | → |
| 18 | HFP WEALTH MANAGEMENT, LLC | DALLAS | 131525 | $315.1M | 5 | 2025-02-28 | → |
| 19 | ORCHID ADVISORY, LLC | DALLAS | 327750 | $295.7M | 4 | 2026-02-28 | → |
| 20 | HARTMANN TAYLOR WEALTH MANAGEMENT, LLC | DALLAS | 310334 | $254.6M | 5 | 2026-02-28 | → |
| 21 | MIAI, INC. | DALLAS | 111695 | $213.3M | 4 | 2026-01-31 | → |
| 22 | J.K. FINANCIAL, INC. | DALLAS | 114929 | $195.8M | 3 | 2026-02-28 | → |
| 23 | PARADIGM INSTITUTIONAL INVESTORS LLC | DALLAS | 329115 | $189.5M | 2 | 2025-05-31 | → |
| 24 | WPA FAMILY OFFICE, LLC | DALLAS | 315566 | $175.2M | 5 | 2026-02-28 | → |
| 25 | WARRINGTON ASSET MANAGEMENT LLC | DALLAS | 290065 | $174.5M | 4 | 2025-02-28 | → |
| 26 | CAIN CAPITAL L.L.C. | DALLAS | 113592 | $171.2M | 4 | 2026-02-28 | → |
| 27 | PARAGON JV PARTNERS, LLC | DALLAS | 163264 | $144.7M | 6 | 2025-03-31 | → |
| 28 | ACRUENCE CAPITAL, LLC | DALLAS | 305482 | $112.9M | 3 | 2025-04-30 | → |
| 29 | MESSINA WEALTH MANAGEMENT, LLC | DALLAS | 332216 | $60.9M | 2 | 2025-06-30 | → |
| 30 | OAKVIEW CAPITAL MANAGEMENT, L.P. | DALLAS | 144877 | $29.6M | 1 | 2025-10-31 | → |
| 31 | FORTUNA FUNDS, LLC | DALLAS | 333660 | $915,035 | 2 | 2026-01-31 | → |
| 32 | TROVE INVESTMENT ADVISORS LLC | DALLAS | 306904 | $718,259 | 1 | 2025-03-31 | → |
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