Research Report · 2026-06-30
Largest Registered Investment Advisers in the Southwest
SEC-registered investment advisers based in the Southwest ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
1,420
Total AUM
$5.34T
Median AUM
$408.9M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | AUSTIN | 106482 | $1.02T | 1,168 | 2026-03-31 | → |
| 2 | FISHER ASSET MANAGEMENT, LLC | PLANO | 107342 | $386.67B | 4,369 | 2026-04-30 | → |
| 3 | VICTORY CAPITAL MANAGEMENT INC. | SAN ANTONIO | 106189 | $282.71B | 699 | 2026-03-31 | → |
| 4 | OSAIC WEALTH, INC. | SCOTTSDALE | 23131 | $234.86B | 8,979 | 2026-06-30 | → |
| 5 | TPG GLOBAL ADVISORS, LLC | FORT WORTH | 159732 | $173.56B | 1,271 | 2026-03-31 | → |
| 6 | NB ALTERNATIVES ADVISERS LLC | DALLAS | 149822 | $160.24B | 417 | 2026-03-31 | → |
| 7 | TPG CAPITAL ADVISORS, LLC | FORT WORTH | 159738 | $140.57B | 414 | 2026-06-30 | → |
| 8 | SIXTH STREET ADVISERS, LLC | DALLAS | 159014 | $101.61B | 703 | 2026-05-31 | → |
| 9 | KESTRA ADVISORY SERVICES, LLC | AUSTIN | 283330 | $79.80B | 1,359 | 2026-06-30 | → |
| 10 | ALM FIRST FINANCIAL ADVISORS LLC | DALLAS | 108561 | $76.17B | 23 | 2026-03-31 | → |
| 11 | AMERICAN BEACON ADVISORS, INC. | IRVING | 105552 | $59.93B | 121 | 2026-03-31 | → |
| 12 | VOYA INVESTMENTS, LLC | SCOTTSDALE | 111091 | $59.48B | 104 | 2026-03-31 | → |
| 13 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | DALLAS | 105519 | $59.04B | 94 | 2026-03-31 | → |
| 14 | THORNBURG INVESTMENT MANAGEMENT INC | SANTA FE | 106357 | $54.45B | 219 | 2026-03-31 | → |
| 15 | CUSOURCE, LLC | PLANO | 44970 | $52.37B | 7 | 2026-03-31 | → |
| 16 | AVANTAX ADVISORY SERVICES, INC. | DALLAS | 104556 | $46.11B | 2,278 | 2025-03-31 | → |
| 17 | JASPER RIDGE PARTNERS, L.P. | FORT WORTH | 144401 | $42.95B | 145 | 2026-03-31 | → |
| 18 | SALI FUND MANAGEMENT, LLC | AUSTIN | 124235 | $41.72B | 79 | 2026-05-31 | → |
| 19 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC | DALLAS | 110760 | $37.70B | 31 | 2026-03-31 | → |
| 20 | HUDSON AMERICAS L.P. | DALLAS | 156078 | $36.39B | 293 | 2026-03-31 | → |
| 21 | GUIDESTONE CAPITAL MANAGEMENT, LLC | DALLAS | 112319 | $36.24B | 35 | 2026-04-30 | → |
| 22 | GI MANAGER L.P. | SCOTTSDALE | 161573 | $35.74B | 160 | 2026-03-31 | → |
| 23 | LONE STAR AMERICAS ACQUISITIONS, INC. | DALLAS | 160000 | $35.73B | 36 | 2026-03-31 | → |
| 24 | HBK INVESTMENTS L.P. | DALLAS | 115079 | $35.61B | 198 | 2026-06-30 | → |
| 25 | FAYEZ SAROFIM & CO., LLC | HOUSTON | 106584 | $35.07B | 54 | 2026-05-31 | → |
| 26 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | HOUSTON | 104536 | $34.11B | 310 | 2026-05-31 | → |
| 27 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | HOUSTON | 104561 | $32.94B | 1,700 | 2026-05-31 | → |
| 28 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | FORT WORTH | 110093 | $31.50B | 110 | 2026-06-30 | → |
| 29 | AFFINIUS CAPITAL ADVISORS LLC | SAN ANTONIO | 316030 | $31.11B | 298 | 2026-03-31 | → |
| 30 | DAVIS SELECTED ADVISERS LP | TUCSON | 108674 | $30.12B | 121 | 2026-03-31 | → |
| 31 | VALIC FINANCIAL ADVISORS, INC. | HOUSTON | 42803 | $29.22B | 1,647 | 2026-05-31 | → |
| 32 | QEP ADVISERS, LLC | HOUSTON | 174733 | $28.77B | 144 | 2026-06-30 | → |
| 33 | SAGE ADVISORY SERVICES LTD CO | AUSTIN | 106236 | $28.43B | 58 | 2026-03-31 | → |
| 34 | THE PALISADES GROUP, LLC | AUSTIN | 165609 | $27.78B | 90 | 2026-05-31 | → |
| 35 | GARCIA HAMILTON & ASSOCIATES LP | HOUSTON | 108017 | $24.86B | 41 | 2026-03-31 | → |
| 36 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | IRVING | 134600 | $24.65B | 289 | 2026-06-30 | → |
| 37 | FIRST COMMAND ADVISORY SERVICES | FORT WORTH | 281958 | $24.43B | 1,787 | 2026-06-30 | → |
| 38 | LEAFHOUSE FINANCIAL ADVISORS, LLC | AUSTIN | 149694 | $24.09B | 30 | 2026-06-30 | → |
| 39 | EXCHANGE TRADED CONCEPTS, LLC | OKLAHOMA CITY | 151197 | $22.95B | 16 | 2026-02-28 | → |
| 40 | CRESTLINE MANAGEMENT, L.P. | FORT WORTH | 122711 | $22.51B | 195 | 2026-03-31 | → |
| 41 | TRINITAS CAPITAL MANAGEMENT, LLC | DALLAS | 281328 | $19.56B | 26 | 2026-03-31 | → |
| 42 | ARCTOS PARTNERS, LP | DALLAS | 307116 | $18.22B | 77 | 2026-03-31 | → |
| 43 | RCP ADVISORS 2, LLC | DALLAS | 289963 | $18.21B | 63 | 2026-03-31 | → |
| 44 | TPG REAL ESTATE ADVISORS, LLC | FORT WORTH | 170731 | $16.97B | 48 | 2026-06-30 | → |
| 45 | MAVERICK CAPITAL LTD | DALLAS | 108262 | $15.85B | 98 | 2026-03-31 | → |
| 46 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | TULSA | 110774 | $15.23B | 47 | 2026-03-31 | → |
| 47 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | DALLAS | 156925 | $14.45B | 166 | 2026-05-31 | → |
| 48 | KESTRA PRIVATE WEALTH SERVICES, LLC | AUSTIN | 155193 | $13.45B | 211 | 2026-06-30 | → |
| 49 | EIGHT PARTNERS VC, LLC | AUSTIN | 283031 | $13.38B | 69 | 2026-04-30 | → |
| 50 | EMG FUND II MANAGEMENT, L.P. | HOUSTON | 157915 | $13.07B | 23 | 2025-09-30 | → |
| 51 | SAROFIM TRUST CO., LTA | HOUSTON | 106590 | $12.96B | 26 | 2026-05-31 | → |
| 52 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | SCOTTSDALE | 20804 | $12.77B | 620 | 2026-06-30 | → |
| 53 | WESTWOOD MANAGEMENT CORP | DALLAS | 110269 | $12.46B | 95 | 2026-03-31 | → |
| 54 | PROSPERA FINANCIAL SERVICES, INC. | DALLAS | 10740 | $12.44B | 333 | 2025-09-30 | → |
| 55 | OASIS CAPITAL PARTNERS (TEXAS) INC. | AUSTIN | 171703 | $12.40B | 57 | 2026-03-31 | → |
| 56 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | HOUSTON | 106975 | $12.24B | 53 | 2026-03-31 | → |
| 57 | THE ENERGY & MINERALS GROUP LP | HOUSTON | 339275 | $12.02B | 22 | 2026-03-31 | → |
| 58 | CANYON CAPITAL ADVISORS LLC | DALLAS | 107922 | $11.92B | 192 | 2026-03-31 | → |
| 59 | CANYON CLO ADVISORS LP | DALLAS | 226636 | $11.91B | 161 | 2026-03-31 | → |
| 60 | HUB INVESTMENT PARTNERS, LLC | AUSTIN | 307956 | $11.88B | 172 | 2026-06-30 | → |
| 61 | YACKTMAN ASSET MANAGEMENT LP | AUSTIN | 164420 | $11.71B | 19 | 2026-03-31 | → |
| 62 | TPG SOLUTIONS ADVISORS, LLC | FORT WORTH | 313020 | $11.61B | 46 | 2026-06-30 | → |
| 63 | THE WINDACRE PARTNERSHIP LLC | HOUSTON | 168761 | $11.42B | 8 | 2026-03-31 | → |
| 64 | AB PRIVATE CREDIT INVESTORS LLC | AUSTIN | 173027 | $11.36B | 1 | 2026-05-31 | → |
| 65 | NGP ENERGY CAPITAL MANAGEMENT, LLC | DALLAS | 160729 | $10.88B | 56 | 2026-03-31 | → |
| 66 | CAZ INVESTMENTS L.P. | HOUSTON | 113931 | $10.83B | 83 | 2026-03-31 | → |
| 67 | SAPPHIRE VENTURES, LLC | AUSTIN | 161558 | $10.44B | 72 | 2026-04-30 | → |
| 68 | FOUNDATIONS INVESTMENT ADVISORS LLC | PHOENIX | 175083 | $10.10B | 353 | 2026-06-30 | → |
| 69 | SUMMITTX CAPITAL, L.P. | FORT WORTH | 333741 | $10.10B | 70 | 2026-03-31 | → |
| 70 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | DALLAS | 111838 | $9.26B | 93 | 2026-03-31 | → |
| 71 | AMERICANA PARTNERS, LLC | HOUSTON | 301354 | $9.10B | 86 | 2026-04-30 | → |
| 72 | THE STERLING GROUP, L.P. | HOUSTON | 157406 | $9.01B | 87 | 2026-03-31 | → |
| 73 | CROSSMARK GLOBAL INVESTMENTS, INC. | HOUSTON | 113360 | $8.98B | 54 | 2026-06-30 | → |
| 74 | U.S. CAPITAL WEALTH ADVISORS, LLC | HOUSTON | 288199 | $8.76B | 141 | 2026-03-31 | → |
| 75 | SIXTH STREET LENDING PARTNERS ADVISERS, LLC | DALLAS | 320821 | $8.69B | 66 | 2026-03-31 | → |
| 76 | OGAM, LP | HOUSTON | 287919 | $8.69B | 42 | 2026-03-31 | → |
| 77 | WINCORAM ASSET MANAGEMENT LLC | HOUSTON | 312425 | $8.19B | 28 | 2026-03-31 | → |
| 78 | TRIVE CAPITAL MANAGEMENT LLC | DALLAS | 166910 | $8.00B | 87 | 2026-04-30 | → |
| 79 | BALBEC CAPITAL MANAGEMENT LP | SCOTTSDALE | 284363 | $7.99B | 150 | 2026-04-30 | → |
| 80 | 59 NORTH CAPITAL MANAGEMENT, LP | HOUSTON | 300258 | $7.50B | 9 | 2026-03-31 | → |
| 81 | CAPITAL ADVISORS, INC. | TULSA | 104643 | $7.43B | 69 | 2026-03-31 | → |
| 82 | PEAK ROCK CAPITAL LLC | AUSTIN | 165138 | $7.28B | 55 | 2026-03-31 | → |
| 83 | FIVE POINT INFRASTRUCTURE LLC | HOUSTON | 171158 | $7.05B | 33 | 2026-04-30 | → |
| 84 | TRUST ADVISORS, INC. | HOUSTON | 157508 | $6.97B | 76 | 2026-03-31 | → |
| 85 | MEREWETHER INVESTMENT MANAGEMENT, LP | DALLAS | 293711 | $6.91B | 25 | 2026-06-30 | → |
| 86 | FISHER RETIREMENT SOLUTIONS LLC | CARROLLTON | 331205 | $6.85B | 159 | 2026-06-30 | → |
| 87 | ATOM INVESTORS LP | AUSTIN | 296819 | $6.83B | 24 | 2026-03-31 | → |
| 88 | ARA ADVISERS, LLC | HOUSTON | 298845 | $6.79B | 95 | 2026-03-31 | → |
| 89 | LEVEL FOUR ADVISORY SERVICES, LLC | DALLAS | 134086 | $6.54B | 136 | 2026-03-31 | → |
| 90 | SENDERO WEALTH MANAGEMENT, LLC | SAN ANTONIO | 145594 | $6.51B | 41 | 2026-03-31 | → |
| 91 | TXRE ADVISERS, LLC | DALLAS | 160388 | $6.37B | 84 | 2026-05-31 | → |
| 92 | ADVISOR LOGISTICS, LLC | BOERNE | 292784 | $6.29B | 6 | 2026-03-31 | → |
| 93 | HAVELI INVESTMENT MANAGEMENT LLC | AUSTIN | 316470 | $6.03B | 51 | 2026-03-31 | → |
| 94 | ASHTON THOMAS PRIVATE WEALTH, LLC | SCOTTSDALE | 153902 | $6.01B | 93 | 2026-03-31 | → |
| 95 | EXENCIAL WEALTH ADVISORS, LLC | OKLAHOMA CITY | 130475 | $5.98B | 116 | 2026-03-31 | → |
| 96 | CE INVESTMENT MANAGEMENT, LLC | OKLAHOMA CITY | 299786 | $5.91B | 17 | 2026-03-31 | → |
| 97 | DYNAMIC ADVISOR SOLUTIONS LLC | PHOENIX | 151367 | $5.64B | 130 | 2026-06-30 | → |
| 98 | INTEGRATED ADVISORS NETWORK LLC | DALLAS | 171991 | $5.52B | 87 | 2026-06-30 | → |
| 99 | SMEAD CAPITAL MANAGEMENT, INC. | PHOENIX | 143567 | $5.52B | 18 | 2026-03-31 | → |
| 100 | SENTRY MANAGEMENT INC | WICHITA FALLS | 107379 | $5.44B | 5 | 2026-03-31 | → |
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