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 | |
|---|---|---|---|---|---|---|---|
| 501 | SANDIA WEALTH MANAGEMENT, LLC | ALBUQUERQUE | 159402 | $193.5M | 3 | 2026-03-31 | → |
| 502 | RECURRENT INVESTMENT ADVISORS LLC | HOUSTON | 288694 | $1.38B | 6 | 2026-03-31 | → |
| 503 | CMG GLOBAL HOLDINGS, LLC | PLANO | 307513 | $379.4M | 4 | 2026-02-28 | → |
| 504 | FOCUS WEALTH ADVISORS, LLC | HOUSTON | 165425 | $247.6M | 1 | 2026-03-31 | → |
| 505 | TAURUM RETIREMENT PARTNERS, LLC | MESA | 282017 | $155.9M | 2 | 2026-03-31 | → |
| 506 | TEMPLETON FINANCIAL SERVICES INC. | CHANDLER | 128240 | $441.8M | 4 | 2026-03-31 | → |
| 507 | THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP | SCOTTSDALE | 165183 | $309.3M | 2 | 2026-02-28 | → |
| 508 | FORTITUDE FAMILY OFFICE, LLC | SCOTTSDALE | 317615 | $1.00B | 28 | 2026-03-31 | → |
| 509 | 17 CAPITAL PARTNERS, LLC | PHOENIX | 283013 | $246.4M | 7 | 2026-03-31 | → |
| 510 | BUTTONWOOD CAPITAL MANAGEMENT, LLC | SCOTTSDALE | 174857 | $380.8M | 6 | 2026-03-31 | → |
| 511 | IMPERIUM WEALTH MANAGEMENT, LLC | SAN ANTONIO | 159148 | $264.6M | 6 | 2026-02-28 | → |
| 512 | EVERKEY FINANCIAL LLC | KATY | 325189 | $10.6M | 1 | 2026-03-31 | → |
| 513 | SADDOCK WEALTH, LLC | DALLAS | 161568 | $94.3M | 9 | 2026-03-31 | → |
| 514 | BOYCE & ASSOCIATES WEALTH CONSULTING, INC. | CEDAR PARK | 288157 | $244.6M | 8 | 2026-03-31 | → |
| 515 | WESTPARK WEALTH ADVISORS, INC. | HOUSTON | 130914 | $254.3M | 25 | 2026-03-31 | → |
| 516 | GAME PLAN ADVISORS, INC. | CONROE | 114641 | $156.0M | 2 | 2026-02-28 | → |
| 517 | SPRINGVEST WEALTH MANAGEMENT, LLC | DALLAS | 329297 | $236.6M | 4 | 2026-03-31 | → |
| 518 | CAPSTAR FINANCIAL SERVICES LLC | AUSTIN | 300349 | $207.8M | 4 | 2026-03-31 | → |
| 519 | BISON CAPITAL ADVISORS, LLC | OKLAHOMA CITY | 306471 | $250.0M | 4 | 2025-05-31 | → |
| 520 | CLARITY WEALTH MANAGEMENT, L.L.C. | GILBERT | 284874 | $236.8M | 5 | 2026-03-31 | → |
| 521 | VALIC FINANCIAL ADVISORS, INC. | HOUSTON | 42803 | $29.22B | 1,647 | 2026-05-31 | → |
| 522 | WEALTH MANAGEMENT SOLUTIONS, LLC | SCOTTSDALE | 127517 | $172.6M | 4 | 2026-05-31 | → |
| 523 | COLE WEALTH MANAGEMENT, LLC | SCOTTSDALE | 134509 | $181.1M | 4 | 2026-05-31 | → |
| 524 | TEAMWORK FINANCIAL ADVISORS, LLC | SAN ANTONIO | 165237 | $1.01B | 29 | 2026-05-31 | → |
| 525 | TANGLEWOOD WEALTH MANAGEMENT, INC. | HOUSTON | 107639 | $1.59B | 14 | 2026-03-31 | → |
| 526 | MDT FINANCIAL ADVISORS, LLC | WEBSTER | 340925 | $294.0M | 7 | 2026-06-30 | → |
| 527 | FORTUNE WEALTH MANAGEMENT, LLC | DALLAS | 157832 | $396.3M | 3 | 2026-02-28 | → |
| 528 | FINANCIAL LIFE ADVISORS LLC | SAN ANTONIO | 128502 | $366.3M | 11 | 2026-03-31 | → |
| 529 | TEVIS INVESTMENT MANAGEMENT, LLC | PLANO | 167750 | $234.8M | 1 | 2026-03-31 | → |
| 530 | NEXPOINT ADVISORS, L.P. | DALLAS | 163564 | $131.2M | 67 | 2026-03-31 | → |
| 531 | HEFFERNAN ADVISORY, INC. | FLAGSTAFF | 116771 | $409.6M | 12 | 2026-06-30 | → |
| 532 | STAFFORD CAPITAL PARTNERS INC. | AUSTIN | 171419 | $1.72B | 15 | 2025-09-30 | → |
| 533 | FOUNDER FAMILY FINANCIAL, LLC | AUSTIN | 171978 | $321.0M | 3 | 2026-02-28 | → |
| 534 | STABLEFORD CAPITAL LLC | SCOTTSDALE | 173383 | $305.3M | 4 | 2026-04-30 | → |
| 535 | STABILITY PARTNERS ADVISORY GROUP, LLC | SPRING | 165880 | $140.9M | 3 | 2026-06-30 | → |
| 536 | JAYKAY WEALTH ADVISORS, INC. | HOUSTON | 170192 | $173.8M | 6 | 2026-04-30 | → |
| 537 | LOGIC CAPITAL MANAGEMENT, LLC | HOUSTON | 137902 | $381.2M | 3 | 2025-03-31 | → |
| 538 | ATTESSA CAPITAL LLC | TUCSON | 306827 | $343.5M | 8 | 2026-05-31 | → |
| 539 | RMW ADVISORS, LLC | HOUSTON | 159293 | $390.9M | 7 | 2026-01-31 | → |
| 540 | G. DEWAYNE MCANALLY, LLC | OKLAHOMA CITY | 118511 | $170.1M | 6 | 2026-03-31 | → |
| 541 | AUTUMN LANE ADVISORS, LLC | HOUSTON | 173624 | $1.20B | 7 | 2026-02-28 | → |
| 542 | KINGDOM FINANCIAL GROUP, LLC | PEORIA | 155676 | $520.9M | 51 | 2026-03-31 | → |
| 543 | STRATEGIC INCOME GROUP LLC | CHANDLER | 165839 | $362.4M | 5 | 2026-06-30 | → |
| 544 | ONE WEALTH CAPITAL MANAGEMENT, LLC | SCOTTSDALE | 331395 | $306.8M | 6 | 2026-03-31 | → |
| 545 | WILKINSON WEALTH MANAGEMENT, LLC | TUCSON | 317741 | $164.7M | 2 | 2026-03-31 | → |
| 546 | TSA WEALTH MANAGEMENT LLC | HOUSTON | 323123 | $358.8M | 3 | 2026-03-31 | → |
| 547 | SHARPEPOINT, LLC | PHOENIX | 290719 | $222.8M | 5 | 2026-04-30 | → |
| 548 | ATX FINANCIAL PLANNING, LLC | AUSTIN | 311589 | $174.3M | 4 | 2026-03-31 | → |
| 549 | FOGARTY WEALTH MANAGEMENT, INC. | MISSOURI CITY | 283998 | $135.3M | 1 | 2026-03-31 | → |
| 550 | HALBERT WEALTH MANAGEMENT, INC. | AUSTIN | 108294 | $211.2M | 5 | 2026-04-30 | → |
| 551 | CUSHING ASSET MANAGEMENT, LP | DALLAS | 131517 | $1.75B | 10 | 2026-03-31 | → |
| 552 | LIFEWAY FINANCIAL CORPORATION | PLANO | 114276 | $358.7M | 5 | 2026-03-31 | → |
| 553 | SOUTHWEST INVESTMENT ADVISORS, INC. | TUCSON | 312685 | $386.9M | 5 | 2026-03-31 | → |
| 554 | NEW CAPITAL MANAGEMENT, LP | HOUSTON | 131658 | $533.5M | 5 | 2026-03-31 | → |
| 555 | ASPEN WEALTH MANAGEMENT, LLC | FORT WORTH | 159594 | $657.8M | 9 | 2026-04-30 | → |
| 556 | AWM CAPITAL, LLC | PHOENIX | 287980 | $1.49B | 38 | 2026-03-31 | → |
| 557 | WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC | ADDISON | 144172 | $228.5M | 3 | 2026-03-31 | → |
| 558 | ENZI WEALTH, LLC | AUSTIN | 315457 | $450.9M | 7 | 2026-03-31 | → |
| 559 | FRUTH INVESTMENT MANAGEMENT | HOUSTON | 107273 | $417.8M | 3 | 2026-03-31 | → |
| 560 | ALONGSIDE, LLC | AUSTIN | 333587 | $878.6M | 3 | 2026-06-30 | → |
| 561 | VIRAGE CAPITAL MANAGEMENT LP | HOUSTON | 167992 | $588.3M | 12 | 2026-03-31 | → |
| 562 | FINANCIAL PLANNING FIRST, LLC | TUSCON | 319273 | $113.9M | 3 | 2026-03-31 | → |
| 563 | MATTHEW GOFF INVESTMENT ADVISOR, LLC | HOUSTON | 114796 | $674.4M | 4 | 2026-03-31 | → |
| 564 | MITCHELL & PAHL PRIVATE WEALTH, LLC | OKLAHOMA CITY | 307625 | $449.9M | 4 | 2026-02-28 | → |
| 565 | THE WATCHMAN GROUP, INC. | PLANO | 133690 | $639.7M | 8 | 2026-03-31 | → |
| 566 | COMPASS CAPITAL MANAGEMENT, LLC | MCALESTER | 150170 | $119.0M | 10 | 2026-02-28 | → |
| 567 | AWM FINANCIAL SERVICES INC. | THE WOODLANDS | 144351 | $320.6M | 19 | 2026-03-31 | → |
| 568 | ROOT FINANCIAL PARTNERS, LLC | AUSTIN | 290289 | $2.15B | 65 | 2026-06-30 | → |
| 569 | SANTA FE ADVISORS LLC | SANTA FE | 170872 | $116.1M | 5 | 2026-03-31 | → |
| 570 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | FORT WORTH | 115009 | $368.2M | 10 | 2026-03-31 | → |
| 571 | ONE WAY HOLDINGS LLC | FLOWER MOUND | 315934 | $1.81B | 38 | 2026-03-31 | → |
| 572 | FINAMEX ASSET MANAGEMENT, LLC | HOUSTON | 304260 | $113.9M | 4 | 2026-06-30 | → |
| 573 | MIAI, INC. | DALLAS | 111695 | $213.3M | 4 | 2026-01-31 | → |
| 574 | HENRY BRAGG & CO., LLC | HOUSTON | 311388 | $468.7M | 4 | 2026-02-28 | → |
| 575 | JUNCTURE WEALTH STRATEGIES, LLC | SCOTTSDALE | 298110 | $473.6M | 11 | 2026-03-31 | → |
| 576 | FEARLESS SOLUTIONS LLC | SAN ANTONIO | 297599 | $296.4M | 4 | 2026-02-28 | → |
| 577 | FORGE FINANCIAL SERVICES, LLC | EDMOND | 306480 | $1.46B | 15 | 2026-03-31 | → |
| 578 | GR FINANCIAL GROUP, LLC | TUCSON | 172370 | $1.05B | 10 | 2026-04-30 | → |
| 579 | NIXON CAPITAL LLC | AUSTIN | 148061 | $389.9M | 2 | 2026-06-30 | → |
| 580 | THE MENARD FINANCIAL GROUP, LLC | HOUSTON | 299404 | $335.3M | 3 | 2026-05-31 | → |
| 581 | WT WEALTH MANAGEMENT, LLC | SCOTTSDALE | 169566 | $419.1M | 16 | 2026-03-31 | → |
| 582 | FLUENT FINANCIAL, LLC | DALLAS | 170041 | $329.7M | 9 | 2026-04-30 | → |
| 583 | 3ROOTS WEALTH PARTNERS LLC | SCOTTSDALE | 338300 | $92.6M | 3 | 2026-04-30 | → |
| 584 | PARADIGM ADVISORS, L.L.C. | DALLAS | 114515 | $136.1M | 4 | 2026-03-31 | → |
| 585 | CENTENNIAL ADVISORS, LLC | AUSTIN | 290778 | $237.3M | 22 | 2026-03-31 | → |
| 586 | EMPIRIC INSTITUTIONAL, LLC | AUSTIN | 164683 | $9.9M | 4 | 2026-02-28 | → |
| 587 | BOX FINANCIAL ADVISORS, LLC | GRAPEVINE | 155623 | $96.9M | 4 | 2026-03-31 | → |
| 588 | NEXADVISORS, LLC | DALLAS | 317477 | $26.1M | 4 | 2026-05-31 | → |
| 589 | SUSTAINABLE ADVISORS ALLIANCE LLC | TULSA | 312061 | $234.8M | 8 | 2026-04-30 | → |
| 590 | HORIZON ADVISORS, LLC | HOUSTON | 114102 | $451.4M | 4 | 2026-03-31 | → |
| 591 | CHRONIM INVESTMENTS INC. | IRVING | 120943 | $228.1M | 4 | 2026-06-30 | → |
| 592 | PLAGENS & TAYLOR WEALTH MANAGEMENT, LLC | SAN ANGELO | 335178 | $318.3M | 6 | 2026-03-31 | → |
| 593 | TRINITY LEGACY PARTNERS, LLC | HOUSTON | 159179 | $521.2M | 7 | 2026-03-31 | → |
| 594 | DOVETAIL WEALTH MANAGEMENT, LLC | TAYLOR | 291068 | $333.1M | 4 | 2026-02-28 | → |
| 595 | EXETER FINANCIAL, LLC | SCOTTSDALE | 143420 | $420.2M | 6 | 2026-03-31 | → |
| 596 | ACRYLIC FINANCIAL, INC. | FOUNTAIN HILLS | 288263 | $73.5M | 21 | 2026-05-31 | → |
| 597 | MARTIN CAPITAL ADVISORS, LLP | SAN ANTONIO | 108529 | $181.9M | 9 | 2026-02-28 | → |
| 598 | MURRAY INVESTMENT MANAGEMENT, LLC | HOUSTON | 146921 | $159.1M | 2 | 2026-03-31 | → |
| 599 | UPTOWN FINANCIAL ADVISORS LLC | DALLAS | 171401 | $153.8M | 2 | 2026-03-31 | → |
| 600 | MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | DALLAS | 115120 | $663.2M | 7 | 2026-03-31 | → |
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