Research Report · 2026-06-30
Institutional Registered Investment Advisers in the Southwest
SEC-registered investment advisers in the Southwest ranked by reported institutional client assets.
Firms
780
Total AUM
$4.04T
Median AUM
$459.9M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | REQUISITE CAPITAL MANAGEMENT LLC | DALLAS | 283107 | $2.43B | 11 | 2026-03-31 | → |
| 102 | LION STREET ADVISORS, LLC | AUSTIN | 167610 | $3.18B | 152 | 2025-04-30 | → |
| 103 | SMEAD CAPITAL MANAGEMENT, INC. | PHOENIX | 143567 | $5.52B | 18 | 2026-03-31 | → |
| 104 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | SCOTTSDALE | 20804 | $12.77B | 620 | 2026-06-30 | → |
| 105 | ANNANDALE CAPITAL, LLC | DALLAS | 136667 | $1.55B | 5 | 2026-03-31 | → |
| 106 | REDW WEALTH LLC | ALBUQUERQUE | 109446 | $869.2M | 15 | 2026-05-31 | → |
| 107 | BLUESPRING WEALTH MANAGEMENT, LLC | AUSTIN | 152667 | $4.02B | 41 | 2026-06-30 | → |
| 108 | CURAFIN ADVISORS, LLC | PHOENIX | 329091 | $748.4M | 6 | 2026-03-31 | → |
| 109 | LAVACA CAPITAL, LLC | HOUSTON | 167238 | $927.1M | 4 | 2026-03-31 | → |
| 110 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | SCOTTSDALE | 175300 | $1.61B | 7 | 2026-04-30 | → |
| 111 | CFO4LIFE GROUP, LLC | COPPELL | 287600 | $1.94B | 22 | 2026-06-30 | → |
| 112 | CAIRD INVESTMENT PARTNERS, LLC | DALLAS | 334504 | $413.2M | 8 | 2026-03-31 | → |
| 113 | ALTERNA WEALTH MANAGEMENT, INC. | HOUSTON | 146153 | $1.40B | 55 | 2026-03-31 | → |
| 114 | TRUE NORTH ADVISORS, LLC | DALLAS | 116048 | $5.42B | 89 | 2026-03-31 | → |
| 115 | RCP ADVISORS 2, LLC | DALLAS | 289963 | $18.21B | 63 | 2026-03-31 | → |
| 116 | ST. JAMES INVESTMENT COMPANY, LLC | SOUTHLAKE | 124777 | $660.6M | 6 | 2026-03-31 | → |
| 117 | KESTRA PRIVATE WEALTH SERVICES, LLC | AUSTIN | 155193 | $13.45B | 211 | 2026-06-30 | → |
| 118 | CRESTA ADVISORS, LTD. | LAREDO | 169641 | $786.0M | 12 | 2026-03-31 | → |
| 119 | ELDRED ROCK PARTNERS, LLC | SAN ANTONIO | 316401 | $644.1M | 10 | 2026-05-31 | → |
| 120 | FROST INVESTMENT ADVISORS, LLC | SAN ANTONIO | 146148 | $5.36B | 31 | 2026-03-31 | → |
| 121 | THORNBURG INVESTMENT MANAGEMENT INC | SANTA FE | 106357 | $54.45B | 219 | 2026-03-31 | → |
| 122 | TREK FINANCIAL, LLC | SCOTTSDALE | 109376 | $2.82B | 55 | 2026-05-31 | → |
| 123 | THE CAPITAL CHART ROOM, LTD | FORT WORTH | 117980 | $400.9M | 7 | 2026-03-31 | → |
| 124 | RELATION WEALTH MANAGEMENT, INC. | TULSA | 329961 | $541.2M | 14 | 2026-05-31 | → |
| 125 | CAPITAL CREEK PARTNERS, LLC | AUSTIN | 301211 | $1.52B | 24 | 2026-03-31 | → |
| 126 | SMH CAPITAL ADVISORS LLC | FORT WORTH | 108344 | $503.1M | 7 | 2026-03-31 | → |
| 127 | WALLACE CAPITAL MANAGEMENT, INC. | DALLAS | 119174 | $1.49B | 7 | 2026-03-31 | → |
| 128 | VERSANT CAPITAL MANAGEMENT, INC. | PHOENIX | 131692 | $1.81B | 26 | 2026-03-31 | → |
| 129 | DISCIPLINED INVESTORS, L.L.C. | WACO | 114614 | $941.6M | 8 | 2026-03-31 | → |
| 130 | MOSS, LUSE & WOMBLE, LLC | PLANO | 152841 | $803.2M | 42 | 2026-03-31 | → |
| 131 | MSH CAPITAL ADVISORS LLC | SCOTTSDALE | 157835 | $1.35B | 35 | 2026-04-30 | → |
| 132 | RPS RETIREMENT PLAN ADVISORS | AUSTIN | 319220 | $336.3M | 3 | 2026-04-30 | → |
| 133 | TURTLE CREEK WEALTH ADVISORS, LLC | DALLAS | 322998 | $2.76B | 26 | 2026-06-30 | → |
| 134 | SUMMIT HOUSE CAPITAL MANAGEMENT, LLC | DALLAS | 306823 | $518.7M | 9 | 2026-04-30 | → |
| 135 | DYNAMIC ADVISOR SOLUTIONS LLC | PHOENIX | 151367 | $5.64B | 130 | 2026-06-30 | → |
| 136 | ULRICH CONSULTING AND INVESTMENT GROUP, LLC | ALBUQUERQUE | 159499 | $3.62B | 22 | 2026-01-31 | → |
| 137 | FULL SAIL CAPITAL, LLC | OKLAHOMA CITY | 291368 | $2.03B | 15 | 2025-06-30 | → |
| 138 | DIGITAL WEALTH PARTNERS LLC | DALLAS | 328627 | $555.1M | 26 | 2026-03-31 | → |
| 139 | BARES CAPITAL MANAGEMENT, INC. | AUSTIN | 114428 | $1.26B | 9 | 2025-06-30 | → |
| 140 | LEHRER KENNETH EUGENE DR | HOUSTON | 105835 | $286.3M | 1 | 2026-02-28 | → |
| 141 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | DALLAS | 156925 | $14.45B | 166 | 2026-05-31 | → |
| 142 | CAP SIX ADVISORS LLC | HOUSTON | 325164 | $340.8M | 5 | 2026-03-31 | → |
| 143 | ERBEN ASSOCIATES, LLC | AUSTIN | 148703 | $402.5M | 10 | 2026-03-31 | → |
| 144 | PLANGUIDE FINANCIAL LLC | SOUTHLAKE | 329089 | $277.3M | 1 | 2026-06-30 | → |
| 145 | STONECREST ADVISORS, INC. | AUSTIN | 142095 | $398.8M | 25 | 2026-04-30 | → |
| 146 | ASCENSION CAPITAL ADVISORS, INC. | HOUSTON | 109518 | $938.5M | 10 | 2026-06-30 | → |
| 147 | SSB&T WEALTH MANAGEMENT, LLC | FREDERICKSBURG | 328102 | $445.1M | 6 | 2026-02-28 | → |
| 148 | TITAN RETIREMENT ADVISORS LLC | FULSHEAR | 166359 | $531.0M | 2 | 2026-03-31 | → |
| 149 | CHILDRESS CAPITAL ADVISORS, LLC | HOUSTON | 310277 | $1.21B | 9 | 2026-04-30 | → |
| 150 | GARRETT WEALTH ADVISORY GROUP, LLC | WEATHERFORD | 173563 | $969.8M | 20 | 2026-03-31 | → |
| 151 | EAGLE GLOBAL ADVISORS LLC | HOUSTON | 107306 | $3.10B | 24 | 2026-03-31 | → |
| 152 | GARNETT ADVISORS, LLC | DENTON | 289930 | $265.7M | 2 | 2026-03-31 | → |
| 153 | TREASURE INVESTMENT MANAGEMENT, LLC | SCOTTSDALE | 309258 | $252.7M | 4 | 2026-06-30 | → |
| 154 | HILLTOP SECURITIES INC. | DALLAS | 6220 | $2.51B | 92 | 2026-03-31 | → |
| 155 | CANYON CAPITAL ADVISORS LLC | DALLAS | 107922 | $11.92B | 192 | 2026-03-31 | → |
| 156 | WEBS CREEK CAPITAL MANAGEMENT LP | DALLAS | 301259 | $1.25B | 9 | 2026-04-30 | → |
| 157 | MONEX ASSET MANAGEMENT, INC. | HOUSTON | 148123 | $650.9M | 20 | 2026-05-31 | → |
| 158 | VENTURI WEALTH MANAGEMENT, LLC | AUSTIN | 169576 | $3.58B | 38 | 2026-03-31 | → |
| 159 | WATERLOO CAPITAL, L.P. | AUSTIN | 133705 | $2.26B | 64 | 2026-06-30 | → |
| 160 | MEROS INVESTMENT MANAGEMENT, LP | DALLAS | 305152 | $255.5M | 10 | 2026-03-31 | → |
| 161 | VERUS CAPITAL PARTNERS, LLC | SCOTTSDALE | 151568 | $2.29B | 68 | 2026-03-31 | → |
| 162 | LEVEL FOUR CAPITAL MANAGEMENT | DALLAS | 304792 | $1.38B | 9 | 2026-03-31 | → |
| 163 | ADELL HARRIMAN & CARPENTER INC | HOUSTON | 107488 | $2.09B | 13 | 2026-03-31 | → |
| 164 | ALLEGIANT WEALTH ADVISORS, LLC | TULSA | 330239 | $1.17B | 3 | 2026-03-31 | → |
| 165 | PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. | TULSA | 115220 | $1.30B | 6 | 2026-03-31 | → |
| 166 | ROVIN CAPITAL LLC | MESA | 152662 | $710.7M | 9 | 2026-03-31 | → |
| 167 | TCI WEALTH ADVISORS, INC. | TUCSON | 107373 | $5.37B | 72 | 2026-04-30 | → |
| 168 | TRUST ADVISORS, INC. | HOUSTON | 157508 | $6.97B | 76 | 2026-03-31 | → |
| 169 | NUCLO WEALTH LLC | HOUSTON | 317730 | $293.7M | 8 | 2026-03-31 | → |
| 170 | PROBITY ADVISORS, INC. | DALLAS | 121849 | $859.4M | 9 | 2026-03-31 | → |
| 171 | MAVERICK CAPITAL LTD | DALLAS | 108262 | $15.85B | 98 | 2026-03-31 | → |
| 172 | FOURPATH CAPITAL MANAGEMENT, LLC | OKLAHOMA CITY | 313573 | $1.06B | 6 | 2026-02-28 | → |
| 173 | NEXT FINANCIAL GROUP, INC. | HOUSTON | 46214 | $3.77B | 564 | 2025-08-31 | → |
| 174 | ACCESS FINANCIAL RESOURCES INC. | OKLAHOMA CITY | 109495 | $410.6M | 9 | 2026-04-30 | → |
| 175 | MAGARIAN CAPITAL MANAGEMENT, LLC | SAN ANTONIO | 341292 | $259.7M | 6 | 2026-03-31 | → |
| 176 | PARADIGM INSTITUTIONAL INVESTORS LLC | DALLAS | 329115 | $189.5M | 2 | 2025-05-31 | → |
| 177 | 1128 CAPITAL, LLC | PLANO | 318637 | $188.2M | 7 | 2025-12-31 | → |
| 178 | INVESTRUST CONSULTING, LLC | OKLAHOMA CITY | 108037 | $588.2M | 10 | 2026-03-31 | → |
| 179 | BRIDGE CAPITAL ADVISORS | HOUSTON | 317554 | $687.3M | 3 | 2025-09-30 | → |
| 180 | OUTRUNNER CAPITAL, LLC | AUSTIN | 331377 | $498.5M | 4 | 2026-06-30 | → |
| 181 | SMITH ASSET MANAGEMENT GROUP LP | DALLAS | 106301 | $182.2M | 13 | 2026-03-31 | → |
| 182 | STRATEGIC EQUITY MANAGEMENT, INC. | TUCSON | 112142 | $933.5M | 11 | 2026-03-31 | → |
| 183 | SOCORRO ASSET MANAGEMENT, L.P. | DALLAS | 304401 | $497.9M | 6 | 2026-03-31 | → |
| 184 | INSCRIPTION CAPITAL, LLC | HOUSTON | 291780 | $2.05B | 20 | 2026-03-31 | → |
| 185 | CALDERWOOD FINANCIAL STRATEGIES, INC. | HOUSTON | 313466 | $228.5M | 5 | 2026-03-31 | → |
| 186 | CYPRESS ASSET MANAGEMENT INC | HOUSTON | 106593 | $455.8M | 5 | 2026-04-30 | → |
| 187 | AUSTIN ASSET MANAGEMENT CO | AUSTIN | 105441 | $1.87B | 21 | 2026-02-28 | → |
| 188 | IRONWOOD INVESTMENT COUNSEL, LLC | SCOTTSDALE | 110623 | $1.76B | 22 | 2026-03-31 | → |
| 189 | SCOTT & SELBER, INC. CAPITAL MANAGEMENT | HOUSTON | 105523 | $637.9M | 4 | 2026-03-31 | → |
| 190 | ARCWOOD FINANCIAL, LLC | PHOENIX | 189512 | $186.6M | 4 | 2026-06-30 | → |
| 191 | HODGES CAPITAL MANAGEMENT INC | DALLAS | 110080 | $1.24B | 20 | 2025-10-31 | → |
| 192 | FOCUS 401 (K) GROUP, LLC | ADDISON | 172217 | $169.9M | 2 | 2026-01-31 | → |
| 193 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | OKLAHOMA CITY | 104511 | $1.63B | 11 | 2026-04-30 | → |
| 194 | NOKOMIS CAPITAL, L.L.C. | DALLAS | 145627 | $804.2M | 5 | 2026-03-31 | → |
| 195 | REDSWAN PC, INC | HOUSTON | 307278 | $165.3M | 8 | 2026-03-31 | → |
| 196 | CORE CAPITAL MANAGEMENT AND RESEARCH INC. | HOUSTON | 146285 | $298.8M | 4 | 2026-03-31 | → |
| 197 | LINSCOMB WEALTH, INC. | HOUSTON | 106779 | $4.57B | 52 | 2026-02-28 | → |
| 198 | MADDEN SECURITIES CORPORATION | DALLAS | 18389 | $826.0M | 3 | 2026-06-30 | → |
| 199 | LAUTERBACH FINANCIAL ADVISORS, LLC | EL PASO | 114431 | $700.3M | 5 | 2026-03-31 | → |
| 200 | TITLEIST ASSET MANAGEMENT, LLC | SAN ANTONIO | 323567 | $2.66B | 41 | 2026-06-30 | → |
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