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 | |
|---|---|---|---|---|---|---|---|
| 201 | FORTHRIGHT FAMILY WEALTH ADVISORY LLC | HOUSTON | 304547 | $191.2M | 2 | 2026-03-31 | → |
| 202 | VALUED RETIREMENTS, INC. | HOUSTON | 114236 | $190.1M | 4 | 2026-04-30 | → |
| 203 | YOST CAPITAL MANAGEMENT, LP | HOUSTON | 153082 | $189.3M | 7 | 2026-03-31 | → |
| 204 | STRATEGIC ADVISORY SERVICES, L.L.C. | HOUSTON | 108706 | $184.9M | 5 | 2026-03-31 | → |
| 205 | QUANTOR CAPITAL LLC | HOUSTON | 332629 | $176.4M | 4 | 2026-04-30 | → |
| 206 | VIAQUEST ADVISORS LLC | HOUSTON | 333842 | $174.4M | 5 | 2026-03-31 | → |
| 207 | JAYKAY WEALTH ADVISORS, INC. | HOUSTON | 170192 | $173.8M | 6 | 2026-04-30 | → |
| 208 | SKYBOUND WEALTH MANAGEMENT USA, LLC | HOUSTON | 313358 | $166.5M | 6 | 2026-03-31 | → |
| 209 | REDSWAN PC, INC | HOUSTON | 307278 | $165.3M | 8 | 2026-03-31 | → |
| 210 | PEREA CAPITAL, LLC | HOUSTON | 171657 | $164.2M | 1 | 2026-06-30 | → |
| 211 | ENCORE GLOBAL MANAGEMENT LP | HOUSTON | 336829 | $160.2M | 2 | 2026-03-31 | → |
| 212 | MURRAY INVESTMENT MANAGEMENT, LLC | HOUSTON | 146921 | $159.1M | 2 | 2026-03-31 | → |
| 213 | SALLYPORT PARTNERS INVESTMENT MANAGER, LLC | HOUSTON | 327533 | $156.7M | 6 | 2026-03-31 | → |
| 214 | LIVE OAK WEALTH ADVISORY GROUP, LLC | HOUSTON | 154962 | $155.5M | 6 | 2026-06-30 | → |
| 215 | TECTONIC CAPITAL ADVISORS, LLC | HOUSTON | 339604 | $154.4M | 3 | 2026-03-31 | → |
| 216 | STAVIS WEALTH TRANSFER SOLUTIONS, LLC | HOUSTON | 328185 | $148.1M | 6 | 2026-03-31 | → |
| 217 | CSL CAPITAL MANAGEMENT, L.P. | HOUSTON | 158340 | $144.8M | 8 | 2026-03-31 | → |
| 218 | SHELTER WEALTH STRATEGIES, LLC | HOUSTON | 170655 | $144.1M | 9 | 2026-06-30 | → |
| 219 | FLAGSHIP INVESTMENT MANAGEMENT LLC | HOUSTON | 332788 | $140.0M | 12 | 2026-04-30 | → |
| 220 | ALTERIS CAPITAL PARTNERS, LLC | HOUSTON | 335079 | $139.5M | 3 | 2026-03-31 | → |
| 221 | ALLEGRO MINERAL PARTNERS LLC | HOUSTON | 324740 | $135.3M | 17 | 2026-05-31 | → |
| 222 | KANOS CAPITAL MANAGEMENT, LLC | HOUSTON | 128395 | $133.2M | 3 | 2026-04-30 | → |
| 223 | BLACKGOLD CAPITAL MANAGEMENT LP | HOUSTON | 139804 | $133.0M | 4 | 2026-04-30 | → |
| 224 | USCA ASSET MANAGEMENT LLC | HOUSTON | 137045 | $132.1M | 6 | 2026-04-30 | → |
| 225 | SHEETS SMITH INVESTMENT MANAGEMENT, LLC | HOUSTON | 293992 | $129.7M | 3 | 2025-08-31 | → |
| 226 | INTEGRITY ROAD WEALTH PARTNERS LLC | HOUSTON | 333154 | $126.0M | 3 | 2026-04-30 | → |
| 227 | EMERGENT CAPITAL ADVISORS, LLC | HOUSTON | 156112 | $124.1M | 4 | 2026-03-31 | → |
| 228 | INTEGRA WEALTH ADVISORS, LLC | HOUSTON | 156216 | $117.3M | 3 | 2026-06-30 | → |
| 229 | THIRD GEAR CAPITAL MANAGEMENT LP | HOUSTON | 327316 | $115.7M | 3 | 2026-06-30 | → |
| 230 | FINAMEX ASSET MANAGEMENT, LLC | HOUSTON | 304260 | $113.9M | 4 | 2026-06-30 | → |
| 231 | CATALYST WEALTH MANAGEMENT LLC | HOUSTON | 329586 | $105.0M | 25 | 2026-06-30 | → |
| 232 | CAZ GP STAKES ADVISER LLC | HOUSTON | 338168 | $99.0M | 83 | 2026-03-31 | → |
| 233 | BEYOND GLOBAL MANAGEMENT, LLC | HOUSTON | 316510 | $97.4M | 15 | 2025-05-31 | → |
| 234 | BURKE WEALTH MANAGEMENT, LLC | HOUSTON | 305840 | $95.2M | 3 | 2026-04-30 | → |
| 235 | MONTROSE ESTATE CAPITAL MANAGEMENT, LLC | HOUSTON | 324497 | $40.0M | 1 | 2026-03-31 | → |
| 236 | SANJAC ALPHA LP | HOUSTON | 329302 | $5.3M | 6 | 2026-03-31 | → |
| 237 | SAVE ADVISERS LLC | HOUSTON | 306053 | $3.5M | 7 | 2026-04-30 | → |
| 238 | BRANSON FOWLKES RUSSELL INC | HOUSTON | 107656 | $1.6M | 6 | 2026-03-31 | → |
| 239 | RIA GLOBAL RESEARCH, LLC | HOUSTON | 332608 | $928,433 | 2 | 2026-05-31 | → |
| 240 | BANORTE VENTURES LTD. | HOUSTON | 335283 | $52,430 | 26 | 2026-05-31 | → |
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