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 | |
|---|---|---|---|---|---|---|---|
| 601 | BECK CAPITAL MANAGEMENT LLC | AUSTIN | 152705 | $562.4M | 9 | 2026-04-30 | → |
| 602 | SAGE FINANCIAL ADVISORS INC. | SCOTTSDALE | 116933 | $270.3M | 7 | 2026-03-31 | → |
| 603 | BRENT FORREST & ASSOCIATES, L.L.C. | SAN ANTONIO | 126266 | $657.1M | 9 | 2026-05-31 | → |
| 604 | BILTMORE WEALTH MANAGEMENT, LLC | TEMPE | 151365 | $439.6M | 4 | 2026-02-28 | → |
| 605 | WILLIS JOHNSON & ASSOCIATES, INC. | HOUSTON | 119759 | $1.85B | 41 | 2026-04-30 | → |
| 606 | BURFORD BROTHERS, INC. | DALLAS | 306574 | $440.2M | 4 | 2026-06-30 | → |
| 607 | GORDIAN ADVISORS, LLC | TUCSON | 121362 | $265.2M | 3 | 2026-04-30 | → |
| 608 | ANKERSTAR WEALTH, LLC | LEANDER | 170819 | $152.5M | 8 | 2026-06-30 | → |
| 609 | MCGUIRE CAPITAL ADVISORS, INC. | BETHANY | 164549 | $202.4M | 5 | 2026-06-30 | → |
| 610 | FULLCIRCLE WEALTH LLC | MCKINNEY | 166695 | $257.4M | 3 | 2026-03-31 | → |
| 611 | PROVIDENT FINANCIAL PLANNING, LLC | ADDISON | 291830 | $174.2M | 2 | 2026-03-31 | → |
| 612 | TURNER CAPITAL INVESTMENTS, LLC | AUSTIN | 146134 | $107.2M | 4 | 2026-06-30 | → |
| 613 | REDEEM FINANCIAL GROUP LLC | GILBERT | 313761 | $118.6M | 4 | 2026-06-30 | → |
| 614 | AMPLIFY FINANCIAL, LLC | SCOTTSDALE | 325721 | $230.7M | 7 | 2026-03-31 | → |
| 615 | BISON INVESTMENT ADVISORS, LLC | THE WOODLANDS | 149775 | $157.5M | 4 | 2026-03-31 | → |
| 616 | DRAWBRIDGE CAPITAL, LLC | TULSA | 128636 | $224.6M | 10 | 2026-06-30 | → |
| 617 | BROOKLINE WEALTH, LLC | AUSTIN | 322787 | $149.0M | 6 | 2026-03-31 | → |
| 618 | TURNBRIDGE CAPITAL, LLC | LITTLE ELM | 169843 | $241.2M | 3 | 2026-03-31 | → |
| 619 | RWM CAPITAL, LLC | SUGAR LAND | 310635 | $222.4M | 63 | 2026-03-31 | → |
| 620 | BROADMARK ASSET MANAGEMENT LLC | DALLAS | 109422 | $238.4M | 3 | 2026-03-31 | → |
| 621 | BURK HOLDINGS LLC | TULSA | 305300 | $379.9M | 8 | 2026-03-31 | → |
| 622 | SAGE WEALTH PLANNING, LLC | GEORGETOWN | 300747 | $127.0M | 3 | 2026-06-30 | → |
| 623 | HARTMANN TAYLOR WEALTH MANAGEMENT, LLC | DALLAS | 310334 | $254.6M | 5 | 2026-02-28 | → |
| 624 | REDWOOD FAMILY WEALTH LLC | ADDISON | 334013 | $258.5M | 4 | 2026-04-30 | → |
| 625 | KEY GROUP MANAGEMENT, INC. | FOUNTAIN HILLS | 146054 | $303.8M | 5 | 2026-05-31 | → |
| 626 | PENNEY FINANCIAL, LLC | HOUSTON | 282084 | $303.5M | 3 | 2026-03-31 | → |
| 627 | M & A CONSULTING GROUP, LLC | AUSTIN | 286078 | $155.4M | 3 | 2026-03-31 | → |
| 628 | KM CAPITAL MANAGEMENT, LTD. | AUSTIN | 132887 | $374.4M | 9 | 2026-03-31 | → |
| 629 | MERCANTILE ADVISORS I, LLC | WICHITA FALLS | 165094 | $146.0M | 3 | 2026-04-30 | → |
| 630 | MJR FINANCIAL LLC | AUSTIN | 289923 | $244.7M | 2 | 2026-02-28 | → |
| 631 | MEIXLER INVESTMENT MANAGEMENT, LTD. | SHOW LOW | 168223 | $228.4M | 1 | 2026-04-30 | → |
| 632 | GUIDESTONE ADVISORS, LLC | DALLAS | 149624 | $1.96B | 34 | 2026-03-31 | → |
| 633 | THE WEALTH COACH, LLC | SALADO | 144588 | $219.6M | 3 | 2026-02-28 | → |
| 634 | STEGENT EQUITY ADVISORS INC. | HOUSTON | 114518 | $243.7M | 3 | 2026-02-28 | → |
| 635 | GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC | TEMPE | 306068 | $297.3M | 5 | 2026-03-31 | → |
| 636 | PARATUS FINANCIAL, INC. | DALLAS | 133361 | $757.4M | 8 | 2026-03-31 | → |
| 637 | SCHLINDWEIN ASSOCIATES LLC | DALLAS | 109132 | $167.1M | 3 | 2026-06-30 | → |
| 638 | SCHLEGEL DUNN LLC | PLANO | 337990 | $279.1M | 4 | 2026-01-31 | → |
| 639 | BERRY WEALTH GROUP, LP | GRANBURY | 327346 | $274.5M | 6 | 2026-04-30 | → |
| 640 | LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC | LUBBOCK | 144200 | $274.0M | 11 | 2026-06-30 | → |
| 641 | ORSER CAPITAL MANAGEMENT LLC | SOUTHLAKE | 144847 | $289.8M | 2 | 2026-02-28 | → |
| 642 | ALLIED PORTFOLIO MANAGEMENT, INC. | TUCSON | 113809 | $240.2M | 2 | 2026-04-30 | → |
| 643 | TITAN MANAGERS, LLC | SCOTTSDALE | 319447 | $84.2M | 3 | 2026-03-31 | → |
| 644 | SAGEOAK FINANCIAL, LLC | TULSA | 166927 | $174.8M | 3 | 2026-03-31 | → |
| 645 | DREHER INVESTMENT SERVICES, INC. | SAN ANGELO | 114196 | $272.0M | 6 | 2025-03-31 | → |
| 646 | MELIORA CAPITAL, LLC | TULSA | 172367 | $174.8M | 3 | 2026-03-31 | → |
| 647 | INTEGRA WEALTH ADVISORS, LLC | HOUSTON | 156216 | $117.3M | 3 | 2026-06-30 | → |
| 648 | CERTIFIED FINANCIAL STRATEGIES CORPORATION | DALLAS | 114361 | $133.3M | 2 | 2026-03-31 | → |
| 649 | B&D WHITE CAPITAL COMPANY, LLC | LAKEWAY | 173822 | $925.2M | 7 | 2026-03-31 | → |
| 650 | EPIC WEALTH MANAGEMENT, LLC | OKLAHOMA CITY | 297643 | $120.8M | 5 | 2026-03-31 | → |
| 651 | HARRELL INVESTMENT PARTNERS, LLC | AUSTIN | 299166 | $662.4M | 6 | 2026-02-28 | → |
| 652 | STONECREST WEALTH MANAGEMENT, INC | CHANDLER | 311404 | $375.8M | 4 | 2026-02-28 | → |
| 653 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC | AUSTIN | 112641 | $146.6M | 5 | 2026-03-31 | → |
| 654 | CITY DIFFERENT HOLDINGS LP | SANTA FE | 310982 | $244.4M | 16 | 2026-05-31 | → |
| 655 | SAXON INTERESTS, INC. | HOUSTON | 311687 | $679.1M | 19 | 2026-03-31 | → |
| 656 | INSIGHT WEALTH PARTNERS, LLC | PLANO | 153635 | $1.12B | 16 | 2026-03-31 | → |
| 657 | GRUNDEN FINANCIAL ADVISORY, INC. | DENTON | 111595 | $434.7M | 6 | 2025-03-31 | → |
| 658 | THE LEGACY FINANCIAL GROUP, INC. | TULSA | 135059 | $590.7M | 9 | 2026-03-31 | → |
| 659 | THE CLARUS GROUP, INC. | HOUSTON | 310163 | $1.10B | 14 | 2026-05-31 | → |
| 660 | SMART MONEY GROUP, LLC | EASTLAND | 284187 | $424.3M | 24 | 2026-04-30 | → |
| 661 | OAKMONT ADVISORY GROUP, LLC | ALBUQUERQUE | 158890 | $149.5M | 7 | 2026-05-31 | → |
| 662 | BETTER MONEY DECISIONS, LLC | SANTA FE | 172980 | $326.8M | 8 | 2025-04-30 | → |
| 663 | REAP FINANCIAL GROUP, LLC | AUSTIN | 144560 | $648.2M | 28 | 2026-03-31 | → |
| 664 | SHELTER WEALTH STRATEGIES, LLC | HOUSTON | 170655 | $144.1M | 9 | 2026-06-30 | → |
| 665 | MGB WEALTH MANAGEMENT, LLC | ADDISON | 307995 | $421.9M | 5 | 2025-03-31 | → |
| 666 | IRONBRIDGE PRIVATE WEALTH, LLC | AUSTIN | 287714 | $379.7M | 6 | 2026-03-31 | → |
| 667 | RENCH WEALTH MANAGEMENT, INC. | DENTON | 159983 | $495.9M | 5 | 2026-03-31 | → |
| 668 | GREEN & DECKERT LLC | LUBBOCK | 299006 | $132.8M | 2 | 2026-03-31 | → |
| 669 | BEACON ADVISORS HOLDINGS, LLC | AUSTIN | 335101 | $459.6M | 4 | 2026-06-30 | → |
| 670 | LEDER FIDUCIARY CAPITAL LLC | BELLAIRE | 285490 | $120.6M | 1 | 2026-04-30 | → |
| 671 | STRATEGIC FINANCIAL PLANNING, INC. | PLANO | 118450 | $220.6M | 3 | 2026-03-31 | → |
| 672 | MARTINSEN WEALTH MANAGEMENT, LLC | TEMPE | 332433 | $143.2M | 19 | 2026-06-30 | → |
| 673 | BRIAUD FINANCIAL PLANNING INC | COLLEGE STATION | 105638 | $912.8M | 16 | 2026-05-31 | → |
| 674 | STOREHOUSE FINANCIAL LLC | FORT WORTH | 140738 | $240.4M | 6 | 2026-03-31 | → |
| 675 | ALTAMIRA FINANCIAL GROUP, LLC | SANTA FE | 316907 | $130.3M | 3 | 2026-03-31 | → |
| 676 | TREIBERG WEALTH MANAGEMENT, INC. | TUCSON | 284140 | $325.1M | 6 | 2026-02-28 | → |
| 677 | PORTFOLIO, LLC | ALBUQUERQUE | 145687 | $395.5M | 3 | 2026-01-31 | → |
| 678 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | LEWISVILLE | 284677 | $176.6M | 6 | 2026-06-30 | → |
| 679 | STRATA WEALTH ADVISORS, LLC | DALLAS | 285973 | $886.1M | 14 | 2026-04-30 | → |
| 680 | FULLER WEALTH MANAGEMENT, LLC | DALLAS | 281767 | $707.8M | 9 | 2025-01-31 | → |
| 681 | MERIDIAN WEALTH ADVISORS, LLC | ALBUQUERQUE | 140991 | $156.2M | 1 | 2026-03-31 | → |
| 682 | UPTICK PARTNERS, LLC | NACOGDOCHES | 324250 | $688.1M | 7 | 2026-03-31 | → |
| 683 | CAIN, WATTERS & ASSOCIATES, LLC | FRISCO | 111521 | $5.04B | 341 | 2026-06-30 | → |
| 684 | WLTH CAPITAL MANAGEMENT, LLC | CHANDLER | 335594 | $229.8M | 5 | 2026-05-31 | → |
| 685 | VERUS CAPITAL VENTURES, INC. | SUGAR LAND | 315153 | $158.7M | 8 | 2026-03-31 | → |
| 686 | KANOS CAPITAL MANAGEMENT, LLC | HOUSTON | 128395 | $133.2M | 3 | 2026-04-30 | → |
| 687 | DALAL STREET, LLC | WEST LAKE HILLS | 161471 | $936.3M | 3 | 2026-03-31 | → |
| 688 | EQUILIBRIA WEALTH MANAGEMENT, LLC | KATY | 311785 | $130.4M | 3 | 2026-03-31 | → |
| 689 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | THE WOODLANDS | 332184 | $273.4M | 3 | 2026-03-31 | → |
| 690 | SENSIBLE MONEY, LLC | SCOTTSDALE | 158641 | $742.5M | 16 | 2026-03-31 | → |
| 691 | CORNERMEN FINANCIAL, LLC | SAN ANTONIO | 323179 | $172.7M | 4 | 2026-03-31 | → |
| 692 | ENCOMPASS ADVISORY SERVICES, LLC | KATY | 283574 | $121.3M | 14 | 2026-03-31 | → |
| 693 | TRANSCENDENT CAPITAL GROUP LLC | EDMOND | 316872 | $360.7M | 11 | 2026-02-28 | → |
| 694 | BLACK BARN FINANCIAL, LLC | AUSTIN | 170885 | $164.6M | 6 | 2026-04-30 | → |
| 695 | IAS WEALTH MANAGEMENT, INC. | THE WOODLANDS | 112486 | $549.0M | 8 | 2026-03-31 | → |
| 696 | IRONWOOD WEALTH MANAGEMENT, LLC | CHANDLER | 200511 | $607.7M | 14 | 2026-03-31 | → |
| 697 | FULCRUM EQUITY MANAGEMENT, LLC | PLANO | 159099 | $192.8M | 4 | 2026-06-30 | → |
| 698 | MESSINA WEALTH MANAGEMENT, LLC | DALLAS | 332216 | $60.9M | 2 | 2025-06-30 | → |
| 699 | KINGSTONE CAPITAL PARTNERS TEXAS, LLC | FRISCO | 281593 | $182.3M | 8 | 2026-04-30 | → |
| 700 | PLANNING WORKS ADVISORY, INC. | AUSTIN | 317834 | $199.8M | 4 | 2026-02-28 | → |
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