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 | |
|---|---|---|---|---|---|---|---|
| 201 | SNOWCAP CAPITAL MANAGEMENT, LLC | DALLAS | 146883 | $238.9M | 2 | 2026-03-31 | → |
| 202 | WALL CAPITAL GROUP, INC. | PHOENIX | 105913 | $294.7M | 5 | 2026-04-30 | → |
| 203 | RETIREMENT ADVISORS, LLC | DALLAS | 147701 | $186.4M | 3 | 2026-03-31 | → |
| 204 | ASHTON THOMAS PRIVATE WEALTH, LLC | SCOTTSDALE | 153902 | $6.01B | 93 | 2026-03-31 | → |
| 205 | AUTUMN GLORY PARTNERS, LLC | DALLAS | 288250 | $747.6M | 2 | 2026-03-31 | → |
| 206 | YCG, LLC | AUSTIN | 145769 | $1.54B | 9 | 2026-03-31 | → |
| 207 | CAPITAL INSIGHT PARTNERS, LLC | SCOTTSDALE | 147165 | $829.6M | 9 | 2025-04-30 | → |
| 208 | BWM PLANNING LLC | HOUSTON | 304855 | $465.3M | 6 | 2026-03-31 | → |
| 209 | SUMMA CORP. | TOMBALL | 113091 | $587.2M | 2 | 2026-05-31 | → |
| 210 | ADVISOR RESOURCE COUNCIL | DALLAS | 164109 | $3.49B | 119 | 2026-03-31 | → |
| 211 | AUSTIN MONEY MANAGEMENT CORPORATION | AUSTIN | 302038 | $296.1M | 2 | 2026-05-31 | → |
| 212 | BRIDGEPORT FINANCIAL SOLUTIONS LLC | PHOENIX | 325485 | $1.05B | 9 | 2026-06-30 | → |
| 213 | CORPORATE CONSULTING GROUP, INC. | TULSA | 123761 | $240.8M | 2 | 2026-03-31 | → |
| 214 | WPWEALTH LLP | FORT WORTH | 145467 | $1.17B | 14 | 2026-06-30 | → |
| 215 | IRONWOOD FINANCIAL, LLC | TUCSON | 151004 | $662.5M | 10 | 2026-06-30 | → |
| 216 | ARKOS GLOBAL ADVISORS, LLC | HOUSTON | 287466 | $1.15B | 17 | 2026-05-31 | → |
| 217 | CRESCENT ADVISOR GROUP, INC. | PLANO | 115974 | $344.4M | 18 | 2026-01-31 | → |
| 218 | SCHULZ WEALTH, LTD. | MANSFIELD | 172194 | $438.1M | 3 | 2026-02-28 | → |
| 219 | TALIS ADVISORY SERVICES, LLC | RICHARDSON | 135145 | $568.8M | 60 | 2026-04-30 | → |
| 220 | SEQUENT ASSET MANAGEMENT, LLC | HOUSTON | 148194 | $1.06B | 3 | 2026-04-30 | → |
| 221 | DOLIVER ADVISORS, L.P. | HOUSTON | 106247 | $718.4M | 8 | 2026-06-30 | → |
| 222 | ALLRED CAPITAL MANAGEMENT, LLC | DALLAS | 297533 | $493.4M | 6 | 2026-03-31 | → |
| 223 | WARBURTON CAPITAL MANAGEMENT, LLC | TULSA | 141969 | $786.6M | 7 | 2026-02-28 | → |
| 224 | TECTONIC ADVISORS LLC | FRISCO | 139713 | $5.14B | 6 | 2026-03-31 | → |
| 225 | AVIDIAN WEALTH ENTERPRISES, LLC | HOUSTON | 127186 | $4.76B | 59 | 2026-06-30 | → |
| 226 | OLISTICO WEALTH, LLC | TULSA | 315028 | $371.5M | 4 | 2026-03-31 | → |
| 227 | L. ROY PAPP & ASSOCIATES, LLP | PHOENIX | 105130 | $1.62B | 10 | 2026-05-31 | → |
| 228 | J.E. SIMMONS & CO., P.C. | DALLAS | 108789 | $213.1M | 4 | 2026-06-30 | → |
| 229 | STRATEGIC FINANCIAL CONCEPTS, LLC | SAN ANTONIO | 141849 | $927.7M | 41 | 2026-06-30 | → |
| 230 | ASCENTIS WEALTH MANAGEMENT, LLC | DALLAS | 330923 | $595.7M | 9 | 2026-05-31 | → |
| 231 | ASCENTIS INDEPENDENT ADVISORS, LLC | DALLAS | 322879 | $2.09B | 43 | 2026-06-30 | → |
| 232 | GIBRALTAR CAPITAL MANAGEMENT, INC. | TULSA | 122328 | $1.35B | 31 | 2026-06-30 | → |
| 233 | WJ INTERESTS, LLC | SUGAR LAND | 114381 | $633.5M | 10 | 2026-03-31 | → |
| 234 | 49 WEALTH MANAGEMENT, LLC | AUSTIN | 319484 | $1.40B | 167 | 2026-03-31 | → |
| 235 | PER STIRLING CAPITAL MANAGEMENT, LLC | AUSTIN | 151671 | $1.57B | 30 | 2026-03-31 | → |
| 236 | SOVEREIGN WEALTH ADVISORS LLC | HOUSTON | 188524 | $625.1M | 35 | 2026-03-31 | → |
| 237 | ROGERS WEALTH GROUP, INC. | FORT WORTH | 107409 | $1.04B | 21 | 2026-03-31 | → |
| 238 | PORTFOLIO ADVISORY COUNCIL, L.L.C. | HOUSTON | 107465 | $494.9M | 9 | 2026-03-31 | → |
| 239 | SUTTERFIELD FINANCIAL GROUP, INC. | BARTLESVILLE | 115652 | $274.4M | 32 | 2026-03-31 | → |
| 240 | TRINITY INVESTMENT MANAGEMENT, LLC | FORT WORTH | 133873 | $126.2M | 4 | 2026-04-30 | → |
| 241 | PARAGON ADVISORS, L.L.C. | COLLEGE STATION | 143721 | $1.05B | 17 | 2026-06-30 | → |
| 242 | GFS ADVISORS LLC | HOUSTON | 143110 | $3.76B | 11 | 2026-03-31 | → |
| 243 | BANORTE ASSET MANAGEMENT, INC. | HOUSTON | 290555 | $661.2M | 40 | 2026-05-31 | → |
| 244 | RR ADVISORS, LLC | DALLAS | 130609 | $496.8M | 8 | 2026-03-31 | → |
| 245 | HARMONY ASSET MANAGEMENT LLC | SCOTTSDALE | 116069 | $462.5M | 10 | 2026-03-31 | → |
| 246 | REB CAPITAL MANAGEMENT, LLC | DALLAS | 301890 | $224.5M | 4 | 2026-05-31 | → |
| 247 | REGAN CAPITAL, LLC | DALLAS | 158294 | $3.59B | 22 | 2026-03-31 | → |
| 248 | ENCLAVE ADVISORS, LLC | AUSTIN | 165205 | $1.10B | 6 | 2026-04-30 | → |
| 249 | HOLT CAPITAL ADVISORS, L.L.C. | FORT WORTH | 117863 | $1.09B | 6 | 2026-05-31 | → |
| 250 | VAN DEN BERG MANAGEMENT I, INC. | AUSTIN | 112308 | $679.5M | 16 | 2026-03-31 | → |
| 251 | DEAN, JACOBSON FINANCIAL SERVICES, LLC | FORT WORTH | 115879 | $519.4M | 8 | 2026-03-31 | → |
| 252 | OAKWELL PRIVATE WEALTH MANAGEMENT, LLC | AUSTIN | 162096 | $668.1M | 17 | 2026-03-31 | → |
| 253 | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | DALLAS | 107238 | $2.27B | 19 | 2026-03-31 | → |
| 254 | FINANCIAL MANAGEMENT PROFESSIONALS INC | AUSTIN | 110270 | $1.34B | 14 | 2026-03-31 | → |
| 255 | THE STOLPER COMPANY L.L.C. | TULSA | 132962 | $356.3M | 6 | 2026-04-30 | → |
| 256 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | AUSTIN | 107722 | $2.84B | 27 | 2026-02-28 | → |
| 257 | CENTERED WEALTH, LLC | IRVING | 141343 | $402.5M | 6 | 2025-03-31 | → |
| 258 | HIGH PLAINS INVESTMENT ADVISORS, INC. | LUBBOCK | 114404 | $191.2M | 2 | 2026-02-28 | → |
| 259 | NEWPORT GLOBAL ADVISORS L.P. | THE WOODLANDS | 139368 | $174.8M | 5 | 2026-05-31 | → |
| 260 | JBR CO. FINANCIAL MANAGEMENT INC. | ARDMORE | 117600 | $318.3M | 5 | 2026-04-30 | → |
| 261 | RHODES INVESTMENT ADVISORS, INC. | FORT WORTH | 114245 | $376.3M | 9 | 2025-10-31 | → |
| 262 | WEALTH BENEFIT ADVISORS, LLC | HOUSTON | 319324 | $380.9M | 5 | 2026-04-30 | → |
| 263 | PFG ADVISORS, LLC | PHOENIX | 173344 | $3.26B | 112 | 2026-03-31 | → |
| 264 | TRUST ASSET MANAGEMENT LLC | HOUSTON | 147379 | $3.21B | 10 | 2026-06-30 | → |
| 265 | WESTWOOD ADVISORS, L.L.C | DALLAS | 132162 | $749.5M | 62 | 2026-04-30 | → |
| 266 | WINDSOR CAPITAL MANAGEMENT, LLC | PHOENIX | 116593 | $703.4M | 8 | 2026-01-31 | → |
| 267 | RTW FINANCIAL ADVISORS INC | DALLAS | 109934 | $581.0M | 11 | 2026-06-30 | → |
| 268 | CASTLEVIEW PARTNERS, LLC | DALLAS | 281410 | $416.9M | 22 | 2026-05-31 | → |
| 269 | ICON WEALTH ADVISORS, LLC | HOUSTON | 319609 | $2.58B | 22 | 2026-04-30 | → |
| 270 | INTEGRATED ADVISORS NETWORK LLC | DALLAS | 171991 | $5.52B | 87 | 2026-06-30 | → |
| 271 | YACKTMAN ASSET MANAGEMENT LP | AUSTIN | 164420 | $11.71B | 19 | 2026-03-31 | → |
| 272 | CFM WEALTH PARTNERS LLC | AUSTIN | 305135 | $885.8M | 3 | 2026-03-31 | → |
| 273 | TRITON FINANCIAL GROUP, INC | OKLAHOMA CITY | 309294 | $258.7M | 5 | 2026-03-31 | → |
| 274 | GBM WEALTH MANAGEMENT, INC. | HOUSTON | 145049 | $346.4M | 10 | 2026-06-30 | → |
| 275 | JACKSON HOLE CAPITAL PARTNERS, LLC | TULSA | 285978 | $1.09B | 6 | 2026-03-31 | → |
| 276 | TULSA WEALTH ADVISORS, INC. | TULSA | 337956 | $1.54B | 27 | 2026-03-31 | → |
| 277 | CAPITAL IDEAS, LLC | DALLAS | 114352 | $336.2M | 5 | 2026-03-31 | → |
| 278 | ISLAY CAPITAL MANAGEMENT, LLC | LUBBOCK | 114531 | $357.7M | 2 | 2026-02-28 | → |
| 279 | HANSEATIC MANAGEMENT SERVICES INC | ALBUQUERQUE | 107110 | $174.0M | 4 | 2026-03-31 | → |
| 280 | DAVIDSON CAPITAL MANAGEMENT, INC. | CORPUS CHRISTI | 112232 | $630.3M | 6 | 2026-04-30 | → |
| 281 | TRINITY PORTFOLIO ADVISORS, LLC | SOUTHLAKE | 151721 | $530.5M | 13 | 2026-03-31 | → |
| 282 | LBJ FAMILY WEALTH ADVISORS, LTD. | AUSTIN | 129701 | $388.8M | 2 | 2026-02-28 | → |
| 283 | PINNACLE HOLDINGS, LLC | TULSA | 108086 | $508.3M | 7 | 2026-03-31 | → |
| 284 | TRIPPON WEALTH MANAGEMENT GROUP LLC | HOUSTON | 136485 | $262.3M | 5 | 2026-03-31 | → |
| 285 | PINE VALLEY CAPITAL PARTNERS LLC | AUSTIN | 330556 | $869.6M | 10 | 2026-03-31 | → |
| 286 | TFO FAMILY OFFICE PARTNERS, LLC | PHOENIX | 159440 | $5.04B | 88 | 2026-06-30 | → |
| 287 | MERIDIAN WEALTH ADVISORS, LLC | AUSTIN | 282609 | $1.74B | 12 | 2026-04-30 | → |
| 288 | TANGLEWOOD LEGACY ADVISORS, LLC | HOUSTON | 127289 | $809.0M | 9 | 2026-03-31 | → |
| 289 | BALLAST ASSET MANAGEMENT, LP | DALLAS | 311116 | $220.7M | 5 | 2026-03-31 | → |
| 290 | CORUS FAMILY WEALTH ADVISORS, INC. | MCKINNEY | 114702 | $619.5M | 10 | 2026-05-31 | → |
| 291 | TRIBECA FINANCIAL, LLC | MESA | 113245 | $248.3M | 6 | 2026-03-31 | → |
| 292 | WESTMARK WEALTH MANAGEMENT, LLC | PHOENIX | 334109 | $195.4M | 4 | 2026-03-31 | → |
| 293 | OPTIMUS CAPITAL ADVISORS, LLC | COPPELL | 147500 | $264.1M | 4 | 2026-03-31 | → |
| 294 | SCALAR GAUGE MANAGEMENT, LLC | DALLAS | 287991 | $199.4M | 3 | 2026-03-31 | → |
| 295 | CARGILE INVESTMENT MANAGEMENT, INC. | MIDLAND | 116982 | $394.6M | 3 | 2026-03-31 | → |
| 296 | SERVICE ACADEMY CAPITAL MANAGEMENT LLC | DALLAS | 226628 | $734.0M | 7 | 2026-01-31 | → |
| 297 | M.C. BYRD WEALTH MANAGEMENT, LLC | BELLVILLE | 151070 | $294.2M | 5 | 2026-03-31 | → |
| 298 | M. E. ALLISON & CO., INC. | SAN ANTONIO | 1047 | $366.4M | 12 | 2026-06-30 | → |
| 299 | BLUEHEEL | DALLAS | 331771 | $192.3M | 4 | 2026-04-30 | → |
| 300 | ORG PARTNERS LLC | DALLAS | 312728 | $772.6M | 24 | 2025-08-31 | → |
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