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 | |
|---|---|---|---|---|---|---|---|
| 101 | PINGORA PARTNERS LLC | DALLAS | 148262 | $199.4M | 1 | 2026-03-31 | → |
| 102 | SMITH ANGLIN FINANCIAL, LLC | DALLAS | 144386 | $2.01B | 16 | 2025-05-31 | → |
| 103 | HALCYON GLOBAL ADVISORS, LLC | DALLAS | 170600 | $221.3M | 2 | 2026-03-31 | → |
| 104 | BROOKMONT CAPITAL MANAGEMENT, LLC | DALLAS | 145475 | $910.5M | 4 | 2026-03-31 | → |
| 105 | HOWARD FINANCIAL SERVICES, LTD. | DALLAS | 107978 | $1.40B | 24 | 2026-06-30 | → |
| 106 | MILLER GLOBAL INVESTMENTS, L.L.C. | DALLAS | 114683 | $199.4M | 2 | 2026-03-31 | → |
| 107 | CLARE MARKET INVESTMENTS, LLC | DALLAS | 217515 | $635.1M | 4 | 2026-03-31 | → |
| 108 | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | DALLAS | 119687 | $213.6M | 4 | 2026-03-31 | → |
| 109 | ROSEROCK WEALTH MANAGEMENT, LLC | DALLAS | 288088 | $275.0M | 2 | 2026-04-30 | → |
| 110 | DELOS WEALTH ADVISORS, LLC | DALLAS | 300734 | $185.6M | 8 | 2026-03-31 | → |
| 111 | LEXINGTON HILL PARTNERS, LLC | DALLAS | 301810 | $278.4M | 8 | 2026-03-31 | → |
| 112 | SADDOCK WEALTH, LLC | DALLAS | 161568 | $94.3M | 9 | 2026-03-31 | → |
| 113 | SPRINGVEST WEALTH MANAGEMENT, LLC | DALLAS | 329297 | $236.6M | 4 | 2026-03-31 | → |
| 114 | FORTUNE WEALTH MANAGEMENT, LLC | DALLAS | 157832 | $396.3M | 3 | 2026-02-28 | → |
| 115 | NEXPOINT ADVISORS, L.P. | DALLAS | 163564 | $131.2M | 67 | 2026-03-31 | → |
| 116 | CUSHING ASSET MANAGEMENT, LP | DALLAS | 131517 | $1.75B | 10 | 2026-03-31 | → |
| 117 | MIAI, INC. | DALLAS | 111695 | $213.3M | 4 | 2026-01-31 | → |
| 118 | FLUENT FINANCIAL, LLC | DALLAS | 170041 | $329.7M | 9 | 2026-04-30 | → |
| 119 | PARADIGM ADVISORS, L.L.C. | DALLAS | 114515 | $136.1M | 4 | 2026-03-31 | → |
| 120 | NEXADVISORS, LLC | DALLAS | 317477 | $26.1M | 4 | 2026-05-31 | → |
| 121 | UPTOWN FINANCIAL ADVISORS LLC | DALLAS | 171401 | $153.8M | 2 | 2026-03-31 | → |
| 122 | MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | DALLAS | 115120 | $663.2M | 7 | 2026-03-31 | → |
| 123 | BURFORD BROTHERS, INC. | DALLAS | 306574 | $440.2M | 4 | 2026-06-30 | → |
| 124 | BROADMARK ASSET MANAGEMENT LLC | DALLAS | 109422 | $238.4M | 3 | 2026-03-31 | → |
| 125 | HARTMANN TAYLOR WEALTH MANAGEMENT, LLC | DALLAS | 310334 | $254.6M | 5 | 2026-02-28 | → |
| 126 | GUIDESTONE ADVISORS, LLC | DALLAS | 149624 | $1.96B | 34 | 2026-03-31 | → |
| 127 | PARATUS FINANCIAL, INC. | DALLAS | 133361 | $757.4M | 8 | 2026-03-31 | → |
| 128 | SCHLINDWEIN ASSOCIATES LLC | DALLAS | 109132 | $167.1M | 3 | 2026-06-30 | → |
| 129 | CERTIFIED FINANCIAL STRATEGIES CORPORATION | DALLAS | 114361 | $133.3M | 2 | 2026-03-31 | → |
| 130 | STRATA WEALTH ADVISORS, LLC | DALLAS | 285973 | $886.1M | 14 | 2026-04-30 | → |
| 131 | FULLER WEALTH MANAGEMENT, LLC | DALLAS | 281767 | $707.8M | 9 | 2025-01-31 | → |
| 132 | MESSINA WEALTH MANAGEMENT, LLC | DALLAS | 332216 | $60.9M | 2 | 2025-06-30 | → |
| 133 | CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC | DALLAS | 162673 | $139.3M | 2 | 2026-05-31 | → |
| 134 | QUOTIENT WEALTH PARTNERS, LLC | DALLAS | 326819 | $4.61B | 60 | 2026-04-30 | → |
| 135 | 9823 CAPITAL, LP | DALLAS | 324329 | $677.1M | 6 | 2026-03-31 | → |
| 136 | TROVE INVESTMENT ADVISORS LLC | DALLAS | 306904 | $387,586 | 1 | 2026-06-30 | → |
| 137 | J.K. FINANCIAL, INC. | DALLAS | 114929 | $195.8M | 3 | 2026-02-28 | → |
| 138 | NEXPOINT INSURANCE SOLUTIONS, L.P. | DALLAS | 301997 | $95.7M | 4 | 2026-06-30 | → |
| 139 | GARDNER ASSET MANAGEMENT LLC | DALLAS | 114263 | $125.3M | 1 | 2026-05-31 | → |
| 140 | WORTH ASSET MANAGEMENT, LLC | DALLAS | 166970 | $288.2M | 12 | 2026-04-30 | → |
| 141 | OPTIMA ASSET MANAGEMENT INC | DALLAS | 106095 | $657.4M | 2 | 2026-02-28 | → |
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