Research Report · 2026-06-30
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
312
Total AUM
$1.10T
Median AUM
$603.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC | DALLAS | 150434 | $363.4M | 4 | 2026-01-31 | → |
| 202 | GRP ROYALTY HOLDINGS LLC | DALLAS | 288296 | $362.9M | 9 | 2024-12-31 | → |
| 203 | ROBERTSON OPPORTUNITY CAPITAL, LLC | DALLAS | 118484 | $358.7M | 6 | 2026-03-31 | → |
| 204 | VELOCIS MANAGEMENT, LLC | DALLAS | 313345 | $346.4M | 20 | 2026-03-31 | → |
| 205 | CAPITAL IDEAS, LLC | DALLAS | 114352 | $336.2M | 5 | 2026-03-31 | → |
| 206 | FIRST DALLAS SECURITIES, INC. | DALLAS | 24549 | $335.7M | 20 | 2025-10-31 | → |
| 207 | FLUENT FINANCIAL, LLC | DALLAS | 170041 | $329.7M | 9 | 2026-04-30 | → |
| 208 | RESILIENT CAPITAL MANAGEMENT, LLC | DALLAS | 318997 | $326.1M | 3 | 2026-03-31 | → |
| 209 | DALE OIL & GAS PARTNERS, LLC | DALLAS | 162289 | $325.2M | 4 | 2024-12-31 | → |
| 210 | HFP WEALTH MANAGEMENT, LLC | DALLAS | 131525 | $315.1M | 5 | 2025-02-28 | → |
| 211 | LWEALTH, LLC | DALLAS | 152253 | $305.5M | 5 | 2026-04-30 | → |
| 212 | ORCHID ADVISORY, LLC | DALLAS | 327750 | $295.7M | 4 | 2026-06-30 | → |
| 213 | RIDGEPOST CAPITAL ADVISORS, LLC | DALLAS | 314664 | $288.4M | 10 | 2026-05-31 | → |
| 214 | WORTH ASSET MANAGEMENT, LLC | DALLAS | 166970 | $288.2M | 12 | 2026-04-30 | → |
| 215 | LEXINGTON HILL PARTNERS, LLC | DALLAS | 301810 | $278.4M | 8 | 2026-03-31 | → |
| 216 | JOHKIM CAPITAL PARTNERS MANAGEMENT LLC | DALLAS | 289512 | $277.0M | 6 | 2026-03-31 | → |
| 217 | ROSEROCK WEALTH MANAGEMENT, LLC | DALLAS | 288088 | $275.0M | 2 | 2026-04-30 | → |
| 218 | TILLRIDGE CAPITAL PARTNERS, LLC | DALLAS | 284992 | $270.0M | 3 | 2026-03-31 | → |
| 219 | CSR CAPITAL PARTNERS, LLC | DALLAS | 335906 | $268.7M | 8 | 2026-06-30 | → |
| 220 | WISNIEWSKI WEALTH MANAGEMENT LLC | DALLAS | 150264 | $266.1M | 5 | 2026-06-30 | → |
| 221 | GREY ROCK ENERGY MANAGEMENT, LLC | DALLAS | 170956 | $259.9M | 29 | 2026-03-31 | → |
| 222 | HEP PARTNERS LLC | DALLAS | 161386 | $257.9M | 8 | 2026-03-31 | → |
| 223 | MEROS INVESTMENT MANAGEMENT, LP | DALLAS | 305152 | $255.5M | 10 | 2026-03-31 | → |
| 224 | HARTMANN TAYLOR WEALTH MANAGEMENT, LLC | DALLAS | 310334 | $254.6M | 5 | 2026-02-28 | → |
| 225 | HC2 CAPITAL, LLC | DALLAS | 285982 | $251.6M | 7 | 2026-03-31 | → |
| 226 | SRP CAPITAL ADVISORS LLC | DALLAS | 289466 | $246.5M | 45 | 2026-03-31 | → |
| 227 | 3B CAPITAL MANAGEMENT, LP | DALLAS | 300098 | $245.9M | 3 | 2026-03-31 | → |
| 228 | LEON CAPITAL MANAGEMENT, LLC | DALLAS | 332987 | $244.7M | 75 | 2026-03-31 | → |
| 229 | SNOWCAP CAPITAL MANAGEMENT, LLC | DALLAS | 146883 | $238.9M | 2 | 2026-03-31 | → |
| 230 | BROADMARK ASSET MANAGEMENT LLC | DALLAS | 109422 | $238.4M | 3 | 2026-03-31 | → |
| 231 | SPRINGVEST WEALTH MANAGEMENT, LLC | DALLAS | 329297 | $236.6M | 4 | 2026-03-31 | → |
| 232 | HIGH RIVER RESOURCES MANAGEMENT LLC | DALLAS | 327858 | $232.8M | 10 | 2026-03-31 | → |
| 233 | AUSTERRA WEALTH MANAGEMENT LLC | DALLAS | 161964 | $230.3M | 3 | 2026-03-31 | → |
| 234 | CATALYST CAPITAL ADVISERS LLC | DALLAS | 290191 | $228.1M | 2 | 2026-03-31 | → |
| 235 | PRINCIPIA WEALTH ADVISORY, LLC | DALLAS | 152678 | $225.0M | 5 | 2026-03-31 | → |
| 236 | CAPITAL ADVISORY GROUP, INC. | DALLAS | 114539 | $224.9M | 3 | 2026-03-31 | → |
| 237 | WL ROSS & CO. LLC | DALLAS | 141854 | $224.6M | 9 | 2026-03-31 | → |
| 238 | REB CAPITAL MANAGEMENT, LLC | DALLAS | 301890 | $224.5M | 4 | 2026-05-31 | → |
| 239 | HALCYON GLOBAL ADVISORS, LLC | DALLAS | 170600 | $221.3M | 2 | 2026-03-31 | → |
| 240 | CORONADO RESOURCES MANAGEMENT LP | DALLAS | 282043 | $221.1M | 9 | 2026-03-31 | → |
| 241 | BALLAST ASSET MANAGEMENT, LP | DALLAS | 311116 | $220.7M | 5 | 2026-03-31 | → |
| 242 | PRESCOTT ADVISORS, LLC | DALLAS | 283784 | $217.8M | 21 | 2026-03-31 | → |
| 243 | WHITE ROCK CAPITAL MANAGEMENT, L.P. | DALLAS | 114877 | $217.4M | 2 | 2026-03-31 | → |
| 244 | ICP GROUP INVESTMENT MANAGER, LLC | DALLAS | 219518 | $215.9M | 6 | 2026-03-31 | → |
| 245 | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | DALLAS | 119687 | $213.6M | 4 | 2026-03-31 | → |
| 246 | MIAI, INC. | DALLAS | 111695 | $213.3M | 4 | 2026-01-31 | → |
| 247 | LAKE PACIFIC MANAGEMENT COMPANY, LLC | DALLAS | 174253 | $213.2M | 2 | 2026-03-31 | → |
| 248 | J.E. SIMMONS & CO., P.C. | DALLAS | 108789 | $213.1M | 4 | 2026-06-30 | → |
| 249 | SILVER LAKE CAPITAL PARTNERS LLC | DALLAS | 329997 | $211.5M | 2 | 2026-03-31 | → |
| 250 | SKYLARK PRIVATE EQUITY PARTNERS, LP | DALLAS | 315174 | $211.4M | 7 | 2026-03-31 | → |
| 251 | PINGORA PARTNERS LLC | DALLAS | 148262 | $199.4M | 1 | 2026-03-31 | → |
| 252 | SCALAR GAUGE MANAGEMENT, LLC | DALLAS | 287991 | $199.4M | 3 | 2026-03-31 | → |
| 253 | MILLER GLOBAL INVESTMENTS, L.L.C. | DALLAS | 114683 | $199.4M | 2 | 2026-03-31 | → |
| 254 | J.K. FINANCIAL, INC. | DALLAS | 114929 | $195.8M | 3 | 2026-02-28 | → |
| 255 | STONETREE INVESTMENT PARTNERS LLC | DALLAS | 318477 | $195.7M | 6 | 2026-03-31 | → |
| 256 | BLUEHEEL | DALLAS | 331771 | $192.3M | 4 | 2026-04-30 | → |
| 257 | PARADIGM INSTITUTIONAL INVESTORS LLC | DALLAS | 329115 | $189.5M | 2 | 2025-05-31 | → |
| 258 | RETIREMENT ADVISORS, LLC | DALLAS | 147701 | $186.4M | 3 | 2026-03-31 | → |
| 259 | DELOS WEALTH ADVISORS, LLC | DALLAS | 300734 | $185.6M | 8 | 2026-03-31 | → |
| 260 | SMITH ASSET MANAGEMENT GROUP LP | DALLAS | 106301 | $182.2M | 13 | 2026-03-31 | → |
| 261 | WPA FAMILY OFFICE, LLC | DALLAS | 315566 | $175.2M | 5 | 2026-02-28 | → |
| 262 | WARRINGTON ASSET MANAGEMENT LLC | DALLAS | 290065 | $174.5M | 4 | 2025-02-28 | → |
| 263 | QMP MANAGEMENT, LLC | DALLAS | 285478 | $174.3M | 4 | 2026-04-30 | → |
| 264 | TEAKWOOD MANAGEMENT, LLC | DALLAS | 161876 | $173.0M | 8 | 2024-12-31 | → |
| 265 | CAIN CAPITAL L.L.C. | DALLAS | 113592 | $171.2M | 4 | 2026-02-28 | → |
| 266 | RWR INVESTMENTS LLC | DALLAS | 157966 | $170.9M | 4 | 2026-05-31 | → |
| 267 | ECP INVESTMENT ADVISORS LLC | DALLAS | 284686 | $167.7M | 11 | 2026-03-31 | → |
| 268 | SCHLINDWEIN ASSOCIATES LLC | DALLAS | 109132 | $167.1M | 3 | 2026-06-30 | → |
| 269 | WOMACK FINANCIAL LLC | DALLAS | 174873 | $164.7M | 3 | 2026-05-31 | → |
| 270 | MAPLE PARK CAPITAL PARTNERS MANAGEMENT, LP | DALLAS | 335335 | $162.2M | 8 | 2026-05-31 | → |
| 271 | SCHERER FINANCIAL ADVISORY SERVICES, LLC | DALLAS | 317435 | $158.3M | 5 | 2026-05-31 | → |
| 272 | UPTOWN FINANCIAL ADVISORS LLC | DALLAS | 171401 | $153.8M | 2 | 2026-03-31 | → |
| 273 | APPLEWHITE FINANCIAL PLANNING, PLLC | DALLAS | 169799 | $153.1M | 2 | 2026-03-31 | → |
| 274 | AWH CAPITAL, L.P. | DALLAS | 146740 | $147.6M | 3 | 2026-03-31 | → |
| 275 | BFI WEALTH SOLUTIONS, LLC | DALLAS | 319185 | $145.0M | 1 | 2026-03-31 | → |
| 276 | PARAGON JV PARTNERS, LLC | DALLAS | 163264 | $144.7M | 6 | 2025-03-31 | → |
| 277 | GSV ASSET MANAGEMENT, LLC | DALLAS | 154664 | $143.4M | 3 | 2026-04-30 | → |
| 278 | BRAESIDE INVESTMENTS, LLC | DALLAS | 131184 | $139.4M | 3 | 2026-03-31 | → |
| 279 | CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC | DALLAS | 162673 | $139.3M | 2 | 2026-05-31 | → |
| 280 | REVERE CAPITAL MANAGEMENT LP | DALLAS | 306662 | $138.7M | 29 | 2026-03-31 | → |
| 281 | TKC WEALTH MANAGEMENT LLC | DALLAS | 158498 | $138.6M | 6 | 2026-03-31 | → |
| 282 | STRATEGIC PORTFOLIO SOLUTIONS, LLC | DALLAS | 156374 | $136.2M | 5 | 2026-03-31 | → |
| 283 | PARADIGM ADVISORS, L.L.C. | DALLAS | 114515 | $136.1M | 4 | 2026-03-31 | → |
| 284 | CERTIFIED FINANCIAL STRATEGIES CORPORATION | DALLAS | 114361 | $133.3M | 2 | 2026-03-31 | → |
| 285 | PMV CAPITAL ADVISERS, LLC | DALLAS | 308010 | $132.0M | 4 | 2026-03-31 | → |
| 286 | NEXPOINT ADVISORS, L.P. | DALLAS | 163564 | $131.2M | 67 | 2026-03-31 | → |
| 287 | GARDNER ASSET MANAGEMENT LLC | DALLAS | 114263 | $125.3M | 1 | 2026-05-31 | → |
| 288 | WORTH FINANCIAL GROUP INC. | DALLAS | 13478 | $122.8M | 11 | 2026-04-30 | → |
| 289 | LONE STAR INVESTMENT ADVISORS, LLC | DALLAS | 158283 | $119.9M | 4 | 2026-03-31 | → |
| 290 | PATHWAY WEALTH MANAGEMENT, LLC | DALLAS | 283774 | $116.0M | 1 | 2026-05-31 | → |
| 291 | LRH CAPITAL ADVISING LLC | DALLAS | 342994 | $113.9M | 1 | 2026-06-30 | → |
| 292 | DOUBLE EAGLE WEALTH MANAGEMENT LLC | DALLAS | 330398 | $108.6M | 2 | 2026-05-31 | → |
| 293 | BIRNAM WOOD CAPITAL, LLC | DALLAS | 269897 | $106.1M | 2 | 2026-03-31 | → |
| 294 | RAILROAD RANCH CAPITAL MANAGEMENT, LP | DALLAS | 282997 | $104.3M | 5 | 2024-12-31 | → |
| 295 | NEXPOINT INSURANCE SOLUTIONS, L.P. | DALLAS | 301997 | $95.7M | 4 | 2026-06-30 | → |
| 296 | BASA RESOURCES, INC. | DALLAS | 290034 | $95.7M | 14 | 2026-03-31 | → |
| 297 | SADDOCK WEALTH, LLC | DALLAS | 161568 | $94.3M | 9 | 2026-03-31 | → |
| 298 | EFS ASSET MANAGEMENT LLC | DALLAS | 106184 | $70.0M | 1 | 2026-06-30 | → |
| 299 | LANTERN ASSET MANAGEMENT, L.P. | DALLAS | 281723 | $68.0M | 13 | 2024-12-31 | → |
| 300 | SALIENT ADVISORS, L.P. | DALLAS | 122833 | $61.8M | 95 | 2026-03-31 | → |
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