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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
← PreviousPage 4 of 4 · 312 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
301MESSINA WEALTH MANAGEMENT, LLCDALLAS332216$60.9M22025-06-30→
302RANGER ALTERNATIVE MANAGEMENT, L.P.DALLAS145543$54.5M112026-03-31→
303ACRUENCE CAPITAL, LLCDALLAS305482$37.4M12026-06-30→
304OAKVIEW CAPITAL MANAGEMENT, L.P.DALLAS144877$29.6M12025-10-31→
305NEXADVISORS, LLCDALLAS317477$26.1M42026-05-31→
306CUMBERLAND HILL CAPITAL MANAGEMENT LLCDALLAS142227$18.1M22026-03-31→
307PRECEPT MANAGEMENT, LLCDALLAS114671$5.4M32026-03-31→
308FOUNDER ETFS LLCDALLAS335174$2.9M12026-05-31→
309FORTUNA FUNDS, LLCDALLAS333660$915,03522026-01-31→
310TROVE INVESTMENT ADVISORS LLCDALLAS306904$387,58612026-06-30→
311L & B REALTY ADVISORS, LLPDALLAS136654$218,557702026-03-31→
312FIVANCIAL ADVISORS, INC.DALLAS336326$92512026-03-31→

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Sleeve312 firms · 2026-06-30