Research Report · 2026-02-28
Largest Registered Investment Advisers in Houston
Houston SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
30
Total AUM
$49.93B
Median AUM
$628.9M
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | EMG FUND II MANAGEMENT, L.P. | HOUSTON | 157915 | $13.07B | 23 | 2025-09-30 | → |
| 2 | CROSSMARK GLOBAL INVESTMENTS, INC. | HOUSTON | 113360 | $7.09B | 51 | 2025-06-30 | → |
| 3 | LINSCOMB WEALTH, INC. | HOUSTON | 106779 | $4.57B | 52 | 2026-02-28 | → |
| 4 | NEXT FINANCIAL GROUP, INC. | HOUSTON | 46214 | $3.77B | 564 | 2025-08-31 | → |
| 5 | TRUST ASSET MANAGEMENT LLC | HOUSTON | 147379 | $3.21B | 10 | 2026-02-28 | → |
| 6 | PAN CAPITAL MANAGEMENT LP | HOUSTON | 336371 | $3.08B | 43 | 2026-01-31 | → |
| 7 | SUNBELT SECURITIES, INC. | HOUSTON | 42180 | $2.02B | 68 | 2025-06-30 | → |
| 8 | CORDA INVESTMENT MANAGEMENT, LLC | HOUSTON | 108046 | $2.00B | 32 | 2026-02-28 | → |
| 9 | AUTUMN LANE ADVISORS, LLC | HOUSTON | 173624 | $1.20B | 7 | 2026-02-28 | → |
| 10 | CROSSMARK WEALTH MANAGEMENT, LLC | HOUSTON | 289004 | $1.11B | 6 | 2025-06-30 | → |
| 11 | CLEAR TRAIL ADVISORS, LLC | HOUSTON | 337595 | $803.1M | 7 | 2026-02-28 | → |
| 12 | E & G ADVISORS, LP | HOUSTON | 130550 | $706.9M | 4 | 2026-01-31 | → |
| 13 | BRIDGE CAPITAL ADVISORS | HOUSTON | 317554 | $687.3M | 3 | 2025-09-30 | → |
| 14 | BRASADA CAPITAL MANAGEMENT, LP | HOUSTON | 147775 | $679.1M | 14 | 2026-02-28 | → |
| 15 | STANLEY CAPITAL MANAGEMENT LLC | HOUSTON | 156468 | $634.6M | 3 | 2026-02-28 | → |
| 16 | FCA CORP | HOUSTON | 110658 | $623.1M | 17 | 2026-02-28 | → |
| 17 | HAVEN WEALTH GROUP LLC | HOUSTON | 148099 | $514.8M | 11 | 2026-02-28 | → |
| 18 | DECADE RENEWABLE PARTNERS LP | HOUSTON | 316905 | $500.0M | 4 | 2025-03-31 | → |
| 19 | HENRY BRAGG & CO., LLC | HOUSTON | 311388 | $468.7M | 4 | 2026-02-28 | → |
| 20 | ONEMAP MINERAL SERVICES LLC | HOUSTON | 285938 | $461.7M | 18 | 2025-05-31 | → |
| 21 | RMW ADVISORS, LLC | HOUSTON | 159293 | $390.9M | 7 | 2026-01-31 | → |
| 22 | LOGIC CAPITAL MANAGEMENT, LLC | HOUSTON | 137902 | $381.2M | 3 | 2025-03-31 | → |
| 23 | HERITAGE WEALTH MANAGEMENT, INC. | HOUSTON | 122394 | $357.8M | 6 | 2026-02-28 | → |
| 24 | WEALTH COVENANT GROUP LLC | HOUSTON | 291453 | $290.7M | 4 | 2025-01-31 | → |
| 25 | LEHRER KENNETH EUGENE DR | HOUSTON | 105835 | $286.3M | 1 | 2026-02-28 | → |
| 26 | FOUNDERS CAPITAL MANAGEMENT INC | HOUSTON | 111164 | $281.8M | 3 | 2026-02-28 | → |
| 27 | PROTA FINANCIAL, LLC | HOUSTON | 283776 | $270.4M | 13 | 2026-02-28 | → |
| 28 | STEGENT EQUITY ADVISORS INC. | HOUSTON | 114518 | $243.7M | 3 | 2026-02-28 | → |
| 29 | SHEETS SMITH INVESTMENT MANAGEMENT, LLC | HOUSTON | 293992 | $129.7M | 3 | 2025-08-31 | → |
| 30 | BEYOND GLOBAL MANAGEMENT, LLC | HOUSTON | 316510 | $97.4M | 15 | 2025-05-31 | → |
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