Research Report · 2026-06-30
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
240
Total AUM
$541.51B
Median AUM
$601.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | THOMIST CAPITAL MANAGEMENT, LP | HOUSTON | 299815 | $736.2M | 10 | 2026-03-31 | → |
| 102 | HADDINGTON VENTURES, LLC | HOUSTON | 158231 | $726.4M | 9 | 2026-03-31 | → |
| 103 | DOLIVER ADVISORS, L.P. | HOUSTON | 106247 | $718.4M | 8 | 2026-06-30 | → |
| 104 | MANSKE WEALTH MANAGEMENT, LLC | HOUSTON | 164401 | $707.3M | 13 | 2026-03-31 | → |
| 105 | E & G ADVISORS, LP | HOUSTON | 130550 | $706.9M | 4 | 2026-01-31 | → |
| 106 | BRIDGE CAPITAL ADVISORS | HOUSTON | 317554 | $687.3M | 3 | 2025-09-30 | → |
| 107 | PRECEDENT WEALTH PARTNERS, LLC | HOUSTON | 325203 | $685.0M | 12 | 2026-03-31 | → |
| 108 | SAXON INTERESTS, INC. | HOUSTON | 311687 | $679.1M | 19 | 2026-03-31 | → |
| 109 | BRASADA CAPITAL MANAGEMENT, LP | HOUSTON | 147775 | $679.1M | 14 | 2026-02-28 | → |
| 110 | MATTHEW GOFF INVESTMENT ADVISOR, LLC | HOUSTON | 114796 | $674.4M | 4 | 2026-03-31 | → |
| 111 | BANORTE ASSET MANAGEMENT, INC. | HOUSTON | 290555 | $661.2M | 40 | 2026-05-31 | → |
| 112 | MONEX ASSET MANAGEMENT, INC. | HOUSTON | 148123 | $650.9M | 20 | 2026-05-31 | → |
| 113 | SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC | HOUSTON | 310572 | $650.0M | 20 | 2026-03-31 | → |
| 114 | GRANITE HARBOR ADVISORS, INC. | HOUSTON | 179523 | $642.1M | 12 | 2026-05-31 | → |
| 115 | SCOTT & SELBER, INC. CAPITAL MANAGEMENT | HOUSTON | 105523 | $637.9M | 4 | 2026-03-31 | → |
| 116 | STANLEY CAPITAL MANAGEMENT LLC | HOUSTON | 156468 | $634.6M | 3 | 2026-02-28 | → |
| 117 | CROSSTIMBERS CAPITAL GROUP, LLC | HOUSTON | 285144 | $626.2M | 16 | 2026-03-31 | → |
| 118 | SOVEREIGN WEALTH ADVISORS LLC | HOUSTON | 188524 | $625.1M | 35 | 2026-03-31 | → |
| 119 | FCA CORP | HOUSTON | 110658 | $623.1M | 17 | 2026-02-28 | → |
| 120 | FREEDOM DAY SOLUTIONS, LLC | HOUSTON | 138962 | $615.3M | 8 | 2026-06-30 | → |
| 121 | VIRAGE CAPITAL MANAGEMENT LP | HOUSTON | 167992 | $588.3M | 12 | 2026-03-31 | → |
| 122 | KDK PRIVATE WEALTH MANAGEMENT, LLC | HOUSTON | 299583 | $584.6M | 8 | 2026-04-30 | → |
| 123 | ARMADILLO LITIGATION FUNDING LLC | HOUSTON | 310764 | $581.4M | 7 | 2026-03-31 | → |
| 124 | MOSAIC ADVISORS LLC | HOUSTON | 164913 | $580.5M | 27 | 2026-04-30 | → |
| 125 | SANDERS MORRIS LLC | HOUSTON | 20580 | $576.1M | 27 | 2026-03-31 | → |
| 126 | ROG VI L.L.C. | HOUSTON | 285639 | $561.3M | 43 | 2026-03-31 | → |
| 127 | CIBOLO ENERGY PARTNERS, LLC | HOUSTON | 287596 | $541.5M | 10 | 2026-03-31 | → |
| 128 | CAZ INVESTMENTS REGISTERED ADVISER LLC | HOUSTON | 327614 | $540.6M | 83 | 2026-03-31 | → |
| 129 | JUNIPER CAPITAL ADVISORS, L.P. | HOUSTON | 173612 | $535.4M | 13 | 2026-03-31 | → |
| 130 | NEW CAPITAL MANAGEMENT, LP | HOUSTON | 131658 | $533.5M | 5 | 2026-03-31 | → |
| 131 | TRINITY LEGACY PARTNERS, LLC | HOUSTON | 159179 | $521.2M | 7 | 2026-03-31 | → |
| 132 | HAVEN WEALTH GROUP LLC | HOUSTON | 148099 | $514.8M | 11 | 2026-02-28 | → |
| 133 | DECADE RENEWABLE PARTNERS LP | HOUSTON | 316905 | $500.0M | 4 | 2025-03-31 | → |
| 134 | PORTFOLIO ADVISORY COUNCIL, L.L.C. | HOUSTON | 107465 | $494.9M | 9 | 2026-03-31 | → |
| 135 | QUANTUM ADVISERS, LLC | HOUSTON | 160267 | $490.6M | 144 | 2026-06-30 | → |
| 136 | JOYCE WEALTH MANAGEMENT, LLC | HOUSTON | 325221 | $483.1M | 3 | 2026-04-30 | → |
| 137 | STELLUS PRIVATE BDC ADVISOR, LLC | HOUSTON | 317513 | $472.8M | 36 | 2026-03-31 | → |
| 138 | HENRY BRAGG & CO., LLC | HOUSTON | 311388 | $468.7M | 4 | 2026-02-28 | → |
| 139 | BWM PLANNING LLC | HOUSTON | 304855 | $465.3M | 6 | 2026-03-31 | → |
| 140 | ONEMAP MINERAL SERVICES LLC | HOUSTON | 285938 | $461.7M | 18 | 2025-05-31 | → |
| 141 | CYPRESS ASSET MANAGEMENT INC | HOUSTON | 106593 | $455.8M | 5 | 2026-04-30 | → |
| 142 | HORIZON ADVISORS, LLC | HOUSTON | 114102 | $451.4M | 4 | 2026-03-31 | → |
| 143 | YOUR ADVOCATES, LTD., LLP | HOUSTON | 138612 | $448.1M | 6 | 2026-03-31 | → |
| 144 | LUMINUS MANAGEMENT, LLC | HOUSTON | 157536 | $442.8M | 8 | 2026-03-31 | → |
| 145 | BRANSON FOWLKES & CO INC | HOUSTON | 107657 | $439.4M | 7 | 2026-03-31 | → |
| 146 | PACIFIC STRATEGIC MANAGEMENT, LP | HOUSTON | 127990 | $429.6M | 3 | 2026-03-31 | → |
| 147 | ZARVONA ENERGY LLC | HOUSTON | 288820 | $423.1M | 102 | 2026-03-31 | → |
| 148 | FRUTH INVESTMENT MANAGEMENT | HOUSTON | 107273 | $417.8M | 3 | 2026-03-31 | → |
| 149 | ROG IX, LLC | HOUSTON | 304142 | $401.0M | 43 | 2026-03-31 | → |
| 150 | KA CREDIT ADVISORS II, LLC | HOUSTON | 311657 | $395.2M | 64 | 2026-03-31 | → |
| 151 | RMW ADVISORS, LLC | HOUSTON | 159293 | $390.9M | 7 | 2026-01-31 | → |
| 152 | LOGIC CAPITAL MANAGEMENT, LLC | HOUSTON | 137902 | $381.2M | 3 | 2025-03-31 | → |
| 153 | WEALTH BENEFIT ADVISORS, LLC | HOUSTON | 319324 | $380.9M | 5 | 2026-04-30 | → |
| 154 | FORTITER WEALTH MANAGEMENT, LLC | HOUSTON | 169577 | $379.9M | 4 | 2026-04-30 | → |
| 155 | JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P. | HOUSTON | 312630 | $370.8M | 13 | 2026-03-31 | → |
| 156 | CAMDEN WEALTH ADVISORS LLC | HOUSTON | 148518 | $366.3M | 6 | 2026-03-31 | → |
| 157 | HOMAGE WEALTH GROUP LLC | HOUSTON | 340589 | $366.2M | 2 | 2026-06-30 | → |
| 158 | TSA WEALTH MANAGEMENT LLC | HOUSTON | 323123 | $358.8M | 3 | 2026-03-31 | → |
| 159 | HERITAGE WEALTH MANAGEMENT, INC. | HOUSTON | 122394 | $357.8M | 6 | 2026-02-28 | → |
| 160 | GBM WEALTH MANAGEMENT, INC. | HOUSTON | 145049 | $346.4M | 10 | 2026-06-30 | → |
| 161 | ROYAL HARBOR PARTNERS, LLC | HOUSTON | 304735 | $344.8M | 9 | 2026-06-30 | → |
| 162 | CAP SIX ADVISORS LLC | HOUSTON | 325164 | $340.8M | 5 | 2026-03-31 | → |
| 163 | THE MENARD FINANCIAL GROUP, LLC | HOUSTON | 299404 | $335.3M | 3 | 2026-05-31 | → |
| 164 | C III CAPITAL MANAGEMENT, LLC | HOUSTON | 115937 | $333.0M | 2 | 2024-12-31 | → |
| 165 | PATRON PARTNERS, LLC | HOUSTON | 310629 | $325.7M | 7 | 2026-04-30 | → |
| 166 | PUTTERMAN, DEAN ELIOT | HOUSTON | 111779 | $324.5M | 2 | 2026-03-31 | → |
| 167 | INTREPID INVESTMENT MANAGEMENT, LLC | HOUSTON | 192522 | $322.8M | 6 | 2026-03-31 | → |
| 168 | CARRIAGE SERVICES INVESTMENT ADVISORS, INC. | HOUSTON | 164325 | $308.2M | 4 | 2026-03-31 | → |
| 169 | PENNEY FINANCIAL, LLC | HOUSTON | 282084 | $303.5M | 3 | 2026-03-31 | → |
| 170 | CORE CAPITAL MANAGEMENT AND RESEARCH INC. | HOUSTON | 146285 | $298.8M | 4 | 2026-03-31 | → |
| 171 | BEACON FINANCIAL ADVISORS LTD | HOUSTON | 106164 | $296.9M | 2 | 2026-06-30 | → |
| 172 | NUCLO WEALTH LLC | HOUSTON | 317730 | $293.7M | 8 | 2026-03-31 | → |
| 173 | WEALTH COVENANT GROUP LLC | HOUSTON | 291453 | $290.7M | 4 | 2025-01-31 | → |
| 174 | LEHRER KENNETH EUGENE DR | HOUSTON | 105835 | $286.3M | 1 | 2026-02-28 | → |
| 175 | DAUNTLESS CAPITAL PARTNERS LLC | HOUSTON | 322380 | $283.5M | 13 | 2026-05-31 | → |
| 176 | FOUNDERS CAPITAL MANAGEMENT INC | HOUSTON | 111164 | $281.8M | 3 | 2026-02-28 | → |
| 177 | PONTEM INVESTMENT MANAGEMENT COMPANY | HOUSTON | 330449 | $279.1M | 6 | 2026-06-30 | → |
| 178 | ROBERTSON INVESTMENT MANAGEMENT | HOUSTON | 115425 | $273.1M | 8 | 2026-03-31 | → |
| 179 | PROTA FINANCIAL, LLC | HOUSTON | 283776 | $270.4M | 13 | 2026-02-28 | → |
| 180 | THE SALIENT ZARVONA ENERGY FUND GP, L.P. | HOUSTON | 162712 | $264.3M | 5 | 2026-03-31 | → |
| 181 | KWK MANAGEMENT LLC | HOUSTON | 131097 | $262.5M | 7 | 2026-06-30 | → |
| 182 | TRIPPON WEALTH MANAGEMENT GROUP LLC | HOUSTON | 136485 | $262.3M | 5 | 2026-03-31 | → |
| 183 | WESTPARK WEALTH ADVISORS, INC. | HOUSTON | 130914 | $254.3M | 25 | 2026-03-31 | → |
| 184 | JCP INVESTMENT MANAGEMENT, LLC | HOUSTON | 150635 | $252.3M | 6 | 2026-03-31 | → |
| 185 | GUIDED CAPITAL WEALTH MANAGEMENT, LLC | HOUSTON | 310056 | $249.2M | 5 | 2026-05-31 | → |
| 186 | BUCKHORN RESOURCES, LP | HOUSTON | 226647 | $248.9M | 11 | 2026-05-31 | → |
| 187 | FOCUS WEALTH ADVISORS, LLC | HOUSTON | 165425 | $247.6M | 1 | 2026-03-31 | → |
| 188 | MCKINNEY CAPITAL MANAGEMENT LLC | HOUSTON | 338774 | $246.1M | 7 | 2026-06-30 | → |
| 189 | STEGENT EQUITY ADVISORS INC. | HOUSTON | 114518 | $243.7M | 3 | 2026-02-28 | → |
| 190 | OUTFITTER ENERGY MANAGEMENT, LLC | HOUSTON | 286213 | $239.6M | 3 | 2026-03-31 | → |
| 191 | ROCK HILL CAPITAL GROUP, LLC | HOUSTON | 163129 | $238.8M | 4 | 2026-05-31 | → |
| 192 | COVALENCE INVESTMENT PARTNERS, L.P. | HOUSTON | 332274 | $238.4M | 7 | 2026-06-30 | → |
| 193 | A3 CAPITAL ADVISORS, LLC | HOUSTON | 338956 | $236.8M | 2 | 2026-06-30 | → |
| 194 | CALDERWOOD FINANCIAL STRATEGIES, INC. | HOUSTON | 313466 | $228.5M | 5 | 2026-03-31 | → |
| 195 | MCALISTER, SWEET & ASSOCIATES, INC. | HOUSTON | 290626 | $224.2M | 4 | 2026-03-31 | → |
| 196 | EMC CAPITAL MANAGEMENT, LLC | HOUSTON | 167761 | $218.9M | 1 | 2026-03-31 | → |
| 197 | JACKSON HILL ADVISORS, LLC | HOUSTON | 284162 | $217.9M | 3 | 2026-03-31 | → |
| 198 | PARKER FINANCIAL ADVISORS LLC | HOUSTON | 305188 | $217.6M | 2 | 2026-03-31 | → |
| 199 | TERRAFORM WEALTH, LLC | HOUSTON | 325530 | $207.5M | 2 | 2026-03-31 | → |
| 200 | THE CATALYST GROUP, INC. | HOUSTON | 333740 | $199.4M | 4 | 2026-06-30 | → |
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