Research Report · 2026-06-30
Institutional Registered Investment Advisers in Dallas
SEC-registered investment advisers in Dallas ranked by reported institutional client assets.
Firms
141
Total AUM
$759.19B
Median AUM
$772.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | ALM FIRST FINANCIAL ADVISORS LLC | DALLAS | 108561 | $76.17B | 23 | 2026-03-31 | → |
| 2 | NB ALTERNATIVES ADVISERS LLC | DALLAS | 149822 | $160.24B | 417 | 2026-03-31 | → |
| 3 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC | DALLAS | 110760 | $37.70B | 31 | 2026-03-31 | → |
| 4 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | DALLAS | 105519 | $59.04B | 94 | 2026-03-31 | → |
| 5 | SIXTH STREET ADVISERS, LLC | DALLAS | 159014 | $101.61B | 703 | 2026-05-31 | → |
| 6 | WESTWOOD MANAGEMENT CORP | DALLAS | 110269 | $12.46B | 95 | 2026-03-31 | → |
| 7 | GUIDESTONE INVESTMENT SERVICES | DALLAS | 338335 | $3.91B | 28 | 2026-03-31 | → |
| 8 | AVANTAX ADVISORY SERVICES, INC. | DALLAS | 104556 | $46.11B | 2,278 | 2025-03-31 | → |
| 9 | PARADIGM GLOBAL INVESTORS, LLC | DALLAS | 338287 | $3.03B | 4 | 2026-03-31 | → |
| 10 | THREE BELL CAPITAL LLC | DALLAS | 159736 | $5.05B | 22 | 2026-06-30 | → |
| 11 | HBK INVESTMENTS L.P. | DALLAS | 115079 | $35.61B | 198 | 2026-06-30 | → |
| 12 | LEVEL FOUR ADVISORY SERVICES, LLC | DALLAS | 134086 | $6.54B | 136 | 2026-03-31 | → |
| 13 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | DALLAS | 298422 | $4.19B | 64 | 2026-06-30 | → |
| 14 | PROSPERA FINANCIAL SERVICES, INC. | DALLAS | 10740 | $12.44B | 333 | 2025-09-30 | → |
| 15 | RANGER INVESTMENT MANAGEMENT,L.P. | DALLAS | 124414 | $1.48B | 15 | 2026-03-31 | → |
| 16 | ROOSEVELT CAPITAL MANAGEMENT LLC | DALLAS | 283217 | $1.37B | 2 | 2026-03-31 | → |
| 17 | APEXIUM FINANCIAL LP | DALLAS | 283726 | $4.02B | 15 | 2025-10-31 | → |
| 18 | 8 KNOTS MANAGEMENT, LLC | DALLAS | 305473 | $2.03B | 3 | 2026-03-31 | → |
| 19 | SWIFT CREEK REAL ESTATE PARTNERS LLC | DALLAS | 329614 | $1.74B | 13 | 2026-06-30 | → |
| 20 | BALEFIRE, LLC | DALLAS | 168733 | $1.99B | 38 | 2026-03-31 | → |
| 21 | SOUNDWATCH CAPITAL, LLC | DALLAS | 173151 | $1.02B | 5 | 2026-05-31 | → |
| 22 | FWL INVESTMENT MANAGEMENT, LLC | DALLAS | 174119 | $1.24B | 7 | 2026-03-31 | → |
| 23 | COMMERCE STREET INVESTMENT ADVISOR, LLC | DALLAS | 144278 | $891.3M | 14 | 2026-03-31 | → |
| 24 | ISC ADVISORS, INC. | DALLAS | 166586 | $1.62B | 30 | 2026-03-31 | → |
| 25 | NEXANNUITY ASSET MANAGEMENT, L.P. | DALLAS | 309748 | $823.4M | 4 | 2026-05-31 | → |
| 26 | OPTIMUM QUANTVEST CORPORATION | DALLAS | 301469 | $695.1M | 4 | 2026-03-31 | → |
| 27 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | DALLAS | 111838 | $9.26B | 93 | 2026-03-31 | → |
| 28 | PERMIAN INVESTMENT PARTNERS, LP | DALLAS | 156893 | $2.43B | 12 | 2026-03-31 | → |
| 29 | SMITH GROUP ASSET MANAGEMENT, LLC | DALLAS | 313265 | $2.21B | 14 | 2026-03-31 | → |
| 30 | LP INVESTMENT MANAGEMENT, LLC | DALLAS | 306615 | $696.1M | 2 | 2026-04-30 | → |
| 31 | REQUISITE CAPITAL MANAGEMENT LLC | DALLAS | 283107 | $2.43B | 11 | 2026-03-31 | → |
| 32 | ANNANDALE CAPITAL, LLC | DALLAS | 136667 | $1.55B | 5 | 2026-03-31 | → |
| 33 | CAIRD INVESTMENT PARTNERS, LLC | DALLAS | 334504 | $413.2M | 8 | 2026-03-31 | → |
| 34 | TRUE NORTH ADVISORS, LLC | DALLAS | 116048 | $5.42B | 89 | 2026-03-31 | → |
| 35 | RCP ADVISORS 2, LLC | DALLAS | 289963 | $18.21B | 63 | 2026-03-31 | → |
| 36 | WALLACE CAPITAL MANAGEMENT, INC. | DALLAS | 119174 | $1.49B | 7 | 2026-03-31 | → |
| 37 | TURTLE CREEK WEALTH ADVISORS, LLC | DALLAS | 322998 | $2.76B | 26 | 2026-06-30 | → |
| 38 | SUMMIT HOUSE CAPITAL MANAGEMENT, LLC | DALLAS | 306823 | $518.7M | 9 | 2026-04-30 | → |
| 39 | DIGITAL WEALTH PARTNERS LLC | DALLAS | 328627 | $555.1M | 26 | 2026-03-31 | → |
| 40 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | DALLAS | 156925 | $14.45B | 166 | 2026-05-31 | → |
| 41 | HILLTOP SECURITIES INC. | DALLAS | 6220 | $2.51B | 92 | 2026-03-31 | → |
| 42 | CANYON CAPITAL ADVISORS LLC | DALLAS | 107922 | $11.92B | 192 | 2026-03-31 | → |
| 43 | WEBS CREEK CAPITAL MANAGEMENT LP | DALLAS | 301259 | $1.25B | 9 | 2026-04-30 | → |
| 44 | MEROS INVESTMENT MANAGEMENT, LP | DALLAS | 305152 | $255.5M | 10 | 2026-03-31 | → |
| 45 | LEVEL FOUR CAPITAL MANAGEMENT | DALLAS | 304792 | $1.38B | 9 | 2026-03-31 | → |
| 46 | PROBITY ADVISORS, INC. | DALLAS | 121849 | $859.4M | 9 | 2026-03-31 | → |
| 47 | MAVERICK CAPITAL LTD | DALLAS | 108262 | $15.85B | 98 | 2026-03-31 | → |
| 48 | PARADIGM INSTITUTIONAL INVESTORS LLC | DALLAS | 329115 | $189.5M | 2 | 2025-05-31 | → |
| 49 | SMITH ASSET MANAGEMENT GROUP LP | DALLAS | 106301 | $182.2M | 13 | 2026-03-31 | → |
| 50 | SOCORRO ASSET MANAGEMENT, L.P. | DALLAS | 304401 | $497.9M | 6 | 2026-03-31 | → |
| 51 | HODGES CAPITAL MANAGEMENT INC | DALLAS | 110080 | $1.24B | 20 | 2025-10-31 | → |
| 52 | NOKOMIS CAPITAL, L.L.C. | DALLAS | 145627 | $804.2M | 5 | 2026-03-31 | → |
| 53 | MADDEN SECURITIES CORPORATION | DALLAS | 18389 | $826.0M | 3 | 2026-06-30 | → |
| 54 | SNOWCAP CAPITAL MANAGEMENT, LLC | DALLAS | 146883 | $238.9M | 2 | 2026-03-31 | → |
| 55 | RETIREMENT ADVISORS, LLC | DALLAS | 147701 | $186.4M | 3 | 2026-03-31 | → |
| 56 | AUTUMN GLORY PARTNERS, LLC | DALLAS | 288250 | $747.6M | 2 | 2026-03-31 | → |
| 57 | ADVISOR RESOURCE COUNCIL | DALLAS | 164109 | $3.49B | 119 | 2026-03-31 | → |
| 58 | ALLRED CAPITAL MANAGEMENT, LLC | DALLAS | 297533 | $493.4M | 6 | 2026-03-31 | → |
| 59 | J.E. SIMMONS & CO., P.C. | DALLAS | 108789 | $213.1M | 4 | 2026-06-30 | → |
| 60 | ASCENTIS WEALTH MANAGEMENT, LLC | DALLAS | 330923 | $595.7M | 9 | 2026-05-31 | → |
| 61 | ASCENTIS INDEPENDENT ADVISORS, LLC | DALLAS | 322879 | $2.09B | 43 | 2026-06-30 | → |
| 62 | RR ADVISORS, LLC | DALLAS | 130609 | $496.8M | 8 | 2026-03-31 | → |
| 63 | REB CAPITAL MANAGEMENT, LLC | DALLAS | 301890 | $224.5M | 4 | 2026-05-31 | → |
| 64 | REGAN CAPITAL, LLC | DALLAS | 158294 | $3.59B | 22 | 2026-03-31 | → |
| 65 | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | DALLAS | 107238 | $2.27B | 19 | 2026-03-31 | → |
| 66 | WESTWOOD ADVISORS, L.L.C | DALLAS | 132162 | $749.5M | 62 | 2026-04-30 | → |
| 67 | RTW FINANCIAL ADVISORS INC | DALLAS | 109934 | $581.0M | 11 | 2026-06-30 | → |
| 68 | CASTLEVIEW PARTNERS, LLC | DALLAS | 281410 | $416.9M | 22 | 2026-05-31 | → |
| 69 | INTEGRATED ADVISORS NETWORK LLC | DALLAS | 171991 | $5.52B | 87 | 2026-06-30 | → |
| 70 | CAPITAL IDEAS, LLC | DALLAS | 114352 | $336.2M | 5 | 2026-03-31 | → |
| 71 | BALLAST ASSET MANAGEMENT, LP | DALLAS | 311116 | $220.7M | 5 | 2026-03-31 | → |
| 72 | SCALAR GAUGE MANAGEMENT, LLC | DALLAS | 287991 | $199.4M | 3 | 2026-03-31 | → |
| 73 | SERVICE ACADEMY CAPITAL MANAGEMENT LLC | DALLAS | 226628 | $734.0M | 7 | 2026-01-31 | → |
| 74 | BLUEHEEL | DALLAS | 331771 | $192.3M | 4 | 2026-04-30 | → |
| 75 | ORG PARTNERS LLC | DALLAS | 312728 | $772.6M | 24 | 2025-08-31 | → |
| 76 | BWCP, LP | DALLAS | 305638 | $1.23B | 11 | 2026-03-31 | → |
| 77 | TKC WEALTH MANAGEMENT LLC | DALLAS | 158498 | $138.6M | 6 | 2026-03-31 | → |
| 78 | PMV CAPITAL ADVISERS, LLC | DALLAS | 308010 | $132.0M | 4 | 2026-03-31 | → |
| 79 | PALOGIC VALUE MANAGEMENT, L.P. | DALLAS | 155133 | $405.5M | 5 | 2026-06-30 | → |
| 80 | MOMENTUM INDEPENDENT NETWORK INC. | DALLAS | 17587 | $1.61B | 97 | 2026-03-31 | → |
| 81 | PENN DAVIS MCFARLAND INC | DALLAS | 110417 | $1.36B | 10 | 2026-03-31 | → |
| 82 | FIRST DALLAS SECURITIES, INC. | DALLAS | 24549 | $335.7M | 20 | 2025-10-31 | → |
| 83 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | DALLAS | 154127 | $1.08B | 9 | 2026-05-31 | → |
| 84 | APEIRON RIA LLC | DALLAS | 289273 | $852.0M | 17 | 2026-05-31 | → |
| 85 | SYMMETRY CAPITAL ADVISORS LLC | DALLAS | 122563 | $492.7M | 5 | 2026-03-31 | → |
| 86 | CYPRESS POINT WEALTH MANAGEMENT, LLC | DALLAS | 143771 | $1.47B | 12 | 2026-03-31 | → |
| 87 | LGT FINANCIAL ADVISORS LLC | DALLAS | 111575 | $456.1M | 5 | 2026-03-31 | → |
| 88 | NFJ INVESTMENT GROUP, LLC | DALLAS | 310902 | $2.98B | 9 | 2026-03-31 | → |
| 89 | TURTLE CREEK MANAGEMENT, LLC | DALLAS | 140212 | $4.28B | 10 | 2026-03-31 | → |
| 90 | VAQUERO PRIVATE WEALTH, LTD. | DALLAS | 305266 | $928.9M | 9 | 2026-02-28 | → |
| 91 | ACKERMAN CAPITAL ADVISORS, LLC | DALLAS | 123824 | $604.0M | 6 | 2026-03-31 | → |
| 92 | EQ WEALTH ADVISORS, LLC | DALLAS | 322294 | $617.0M | 6 | 2026-03-31 | → |
| 93 | LEE FINANCIAL COMPANY, LLC | DALLAS | 105910 | $1.68B | 39 | 2026-03-31 | → |
| 94 | BIRNAM WOOD CAPITAL, LLC | DALLAS | 269897 | $106.1M | 2 | 2026-03-31 | → |
| 95 | PERRYMAN FINANCIAL ADVISORY, INC. | DALLAS | 107653 | $1.02B | 8 | 2026-03-31 | → |
| 96 | INTEGRITY ADVISORY SOLUTIONS, LLC | DALLAS | 288817 | $1.10B | 113 | 2026-06-30 | → |
| 97 | SYCAMORE TREE CAPITAL PARTNERS, L.P. | DALLAS | 311555 | $3.54B | 30 | 2026-03-31 | → |
| 98 | PRINCIPIA WEALTH ADVISORY, LLC | DALLAS | 152678 | $225.0M | 5 | 2026-03-31 | → |
| 99 | VIEW CAPITAL RIA, LP | DALLAS | 130678 | $1.82B | 18 | 2026-03-31 | → |
| 100 | DOUBLE EAGLE WEALTH MANAGEMENT LLC | DALLAS | 330398 | $108.6M | 2 | 2026-05-31 | → |
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