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 | |
|---|---|---|---|---|---|---|---|
| 901 | THE SALIENT ZARVONA ENERGY FUND GP, L.P. | HOUSTON | 162712 | $264.3M | 5 | 2026-03-31 | → |
| 902 | OPTIMUS CAPITAL ADVISORS, LLC | COPPELL | 147500 | $264.1M | 4 | 2026-03-31 | → |
| 903 | KWK MANAGEMENT LLC | HOUSTON | 131097 | $262.5M | 7 | 2026-06-30 | → |
| 904 | TRIPPON WEALTH MANAGEMENT GROUP LLC | HOUSTON | 136485 | $262.3M | 5 | 2026-03-31 | → |
| 905 | J. TEAM FINANCIAL, INC. | ABILENE | 134104 | $262.0M | 11 | 2026-03-31 | → |
| 906 | TANDEM WEALTH ADVISORS LLC | PHOENIX | 157794 | $261.5M | 7 | 2026-04-30 | → |
| 907 | WJ WEALTH MANAGEMENT, LLC | GLENDALE | 170181 | $261.5M | 6 | 2026-03-31 | → |
| 908 | COREPATH WEALTH PARTNERS LLC | SCOTTSDALE | 299951 | $261.2M | 8 | 2026-02-28 | → |
| 909 | 1876 PARTNERS, LP | TOMBALL | 329053 | $260.0M | 8 | 2026-03-31 | → |
| 910 | GREY ROCK ENERGY MANAGEMENT, LLC | DALLAS | 170956 | $259.9M | 29 | 2026-03-31 | → |
| 911 | MAGARIAN CAPITAL MANAGEMENT, LLC | SAN ANTONIO | 341292 | $259.7M | 6 | 2026-03-31 | → |
| 912 | TRITON FINANCIAL GROUP, INC | OKLAHOMA CITY | 309294 | $258.7M | 5 | 2026-03-31 | → |
| 913 | REDWOOD FAMILY WEALTH LLC | ADDISON | 334013 | $258.5M | 4 | 2026-04-30 | → |
| 914 | HEP PARTNERS LLC | DALLAS | 161386 | $257.9M | 8 | 2026-03-31 | → |
| 915 | FULLCIRCLE WEALTH LLC | MCKINNEY | 166695 | $257.4M | 3 | 2026-03-31 | → |
| 916 | TEXAS FAMILY WEALTH, LLC | FRIENDSWOOD | 327332 | $257.0M | 7 | 2026-03-31 | → |
| 917 | SWBC INVESTMENT COMPANY | SAN ANTONIO | 140994 | $256.0M | 33 | 2026-03-31 | → |
| 918 | RELEVE FINANCIAL GROUP, LLC | SCOTTSDALE | 285243 | $255.6M | 7 | 2026-06-30 | → |
| 919 | MEROS INVESTMENT MANAGEMENT, LP | DALLAS | 305152 | $255.5M | 10 | 2026-03-31 | → |
| 920 | HARTMANN TAYLOR WEALTH MANAGEMENT, LLC | DALLAS | 310334 | $254.6M | 5 | 2026-02-28 | → |
| 921 | WESTPARK WEALTH ADVISORS, INC. | HOUSTON | 130914 | $254.3M | 25 | 2026-03-31 | → |
| 922 | TREASURE INVESTMENT MANAGEMENT, LLC | SCOTTSDALE | 309258 | $252.7M | 4 | 2026-06-30 | → |
| 923 | HUMPHREYS CAPITAL, LLC | OKLAHOMA CITY | 309323 | $252.4M | 20 | 2026-04-30 | → |
| 924 | JCP INVESTMENT MANAGEMENT, LLC | HOUSTON | 150635 | $252.3M | 6 | 2026-03-31 | → |
| 925 | HC2 CAPITAL, LLC | DALLAS | 285982 | $251.6M | 7 | 2026-03-31 | → |
| 926 | RIVERCHASE WEALTH MANAGEMENT, LLC | FLOWER MOUND | 156950 | $251.5M | 5 | 2026-04-30 | → |
| 927 | WINDLE WEALTH, LLC | OKLAHOMA CITY | 285653 | $251.0M | 3 | 2026-03-31 | → |
| 928 | BIOS CAPITAL MANAGEMENT, LP | FORT WORTH | 298955 | $250.9M | 8 | 2026-03-31 | → |
| 929 | THE RUDD COMPANY, LLC | FORT WORTH | 289276 | $250.8M | 6 | 2026-03-31 | → |
| 930 | TITAN FUND MANAGEMENT, LLC | ALBUQUERQUE | 290562 | $250.7M | 28 | 2026-05-31 | → |
| 931 | RECURRING CAPITAL MANAGEMENT COMPANY, LLC | AUSTIN | 285114 | $250.4M | 6 | 2026-03-31 | → |
| 932 | LIG CAPITAL MANAGEMENT, LLC | OKLAHOMA CITY | 130489 | $250.4M | 4 | 2026-04-30 | → |
| 933 | BISON CAPITAL ADVISORS, LLC | OKLAHOMA CITY | 306471 | $250.0M | 4 | 2025-05-31 | → |
| 934 | DEAN WEALTH PARTNERS, LLC | AUSTIN | 298237 | $249.8M | 4 | 2026-02-28 | → |
| 935 | NORTHILL AIMS, LLC | RICHARDSON | 339338 | $249.5M | 2 | 2026-05-31 | → |
| 936 | GUIDED CAPITAL WEALTH MANAGEMENT, LLC | HOUSTON | 310056 | $249.2M | 5 | 2026-05-31 | → |
| 937 | BUCKHORN RESOURCES, LP | HOUSTON | 226647 | $248.9M | 11 | 2026-05-31 | → |
| 938 | TRIBECA FINANCIAL, LLC | MESA | 113245 | $248.3M | 6 | 2026-03-31 | → |
| 939 | FOCUS WEALTH ADVISORS, LLC | HOUSTON | 165425 | $247.6M | 1 | 2026-03-31 | → |
| 940 | SRP CAPITAL ADVISORS LLC | DALLAS | 289466 | $246.5M | 45 | 2026-03-31 | → |
| 941 | 17 CAPITAL PARTNERS, LLC | PHOENIX | 283013 | $246.4M | 7 | 2026-03-31 | → |
| 942 | MCKINNEY CAPITAL MANAGEMENT LLC | HOUSTON | 338774 | $246.1M | 7 | 2026-06-30 | → |
| 943 | 3B CAPITAL MANAGEMENT, LP | DALLAS | 300098 | $245.9M | 3 | 2026-03-31 | → |
| 944 | MJR FINANCIAL LLC | AUSTIN | 289923 | $244.7M | 2 | 2026-02-28 | → |
| 945 | LEON CAPITAL MANAGEMENT, LLC | DALLAS | 332987 | $244.7M | 75 | 2026-03-31 | → |
| 946 | BOYCE & ASSOCIATES WEALTH CONSULTING, INC. | CEDAR PARK | 288157 | $244.6M | 8 | 2026-03-31 | → |
| 947 | CITY DIFFERENT HOLDINGS LP | SANTA FE | 310982 | $244.4M | 16 | 2026-05-31 | → |
| 948 | STEGENT EQUITY ADVISORS INC. | HOUSTON | 114518 | $243.7M | 3 | 2026-02-28 | → |
| 949 | POSITION WEALTH LLC | THE WOODLANDS | 325116 | $242.1M | 3 | 2026-01-31 | → |
| 950 | J. P. DAVIS, INC. | ORO VALLEY | 289548 | $242.0M | 5 | 2026-02-28 | → |
| 951 | TURNBRIDGE CAPITAL, LLC | LITTLE ELM | 169843 | $241.2M | 3 | 2026-03-31 | → |
| 952 | BLAND GARVEY WEALTH ADVISORS, LLC | RICHARDSON | 140066 | $241.2M | 5 | 2026-03-31 | → |
| 953 | BAYNTREE WEALTH ADVISORS, LLC | SCOTTSDALE | 226708 | $241.1M | 13 | 2026-04-30 | → |
| 954 | CARLIN WEALTH MANAGEMENT GROUP, LLC | AUSTIN | 325306 | $240.9M | 4 | 2026-03-31 | → |
| 955 | CORPORATE CONSULTING GROUP, INC. | TULSA | 123761 | $240.8M | 2 | 2026-03-31 | → |
| 956 | STOREHOUSE FINANCIAL LLC | FORT WORTH | 140738 | $240.4M | 6 | 2026-03-31 | → |
| 957 | ALLIED PORTFOLIO MANAGEMENT, INC. | TUCSON | 113809 | $240.2M | 2 | 2026-04-30 | → |
| 958 | LANE BROTHERS & CO INC | PRESCOTT | 105968 | $240.1M | 6 | 2026-03-31 | → |
| 959 | FOREFRONT WEALTH PARTNERS, LLC | AUSTIN | 308521 | $239.8M | 15 | 2026-05-31 | → |
| 960 | OUTFITTER ENERGY MANAGEMENT, LLC | HOUSTON | 286213 | $239.6M | 3 | 2026-03-31 | → |
| 961 | SNOWCAP CAPITAL MANAGEMENT, LLC | DALLAS | 146883 | $238.9M | 2 | 2026-03-31 | → |
| 962 | ROCK HILL CAPITAL GROUP, LLC | HOUSTON | 163129 | $238.8M | 4 | 2026-05-31 | → |
| 963 | R.H. INVESTMENT GROUP, LLC | SCOTTSDALE | 115994 | $238.5M | 2 | 2026-02-28 | → |
| 964 | JM2 CAPITAL INC. | EDMOND | 292351 | $238.4M | 8 | 2026-03-31 | → |
| 965 | ACUTE INVESTMENT ADVISORY, LLC | MESA | 170368 | $238.4M | 4 | 2026-02-28 | → |
| 966 | COVALENCE INVESTMENT PARTNERS, L.P. | HOUSTON | 332274 | $238.4M | 7 | 2026-06-30 | → |
| 967 | BROADMARK ASSET MANAGEMENT LLC | DALLAS | 109422 | $238.4M | 3 | 2026-03-31 | → |
| 968 | REDEMPTION CAPITAL PARTNERS, LLC | MIDLAND | 310824 | $237.3M | 4 | 2026-02-28 | → |
| 969 | CENTENNIAL ADVISORS, LLC | AUSTIN | 290778 | $237.3M | 22 | 2026-03-31 | → |
| 970 | VALTERRA PARTNERS LLC | AUSTIN | 316443 | $237.0M | 6 | 2026-05-31 | → |
| 971 | A3 CAPITAL ADVISORS, LLC | HOUSTON | 338956 | $236.8M | 2 | 2026-06-30 | → |
| 972 | CLARITY WEALTH MANAGEMENT, L.L.C. | GILBERT | 284874 | $236.8M | 5 | 2026-03-31 | → |
| 973 | SPRINGVEST WEALTH MANAGEMENT, LLC | DALLAS | 329297 | $236.6M | 4 | 2026-03-31 | → |
| 974 | SUSTAINABLE ADVISORS ALLIANCE LLC | TULSA | 312061 | $234.8M | 8 | 2026-04-30 | → |
| 975 | TEVIS INVESTMENT MANAGEMENT, LLC | PLANO | 167750 | $234.8M | 1 | 2026-03-31 | → |
| 976 | CBM FINANCIAL, LLC | AUSTIN | 327254 | $234.8M | 3 | 2026-03-31 | → |
| 977 | ADAPTATION FINANCIAL ADVISORS INC. | OKLAHOMA CITY | 309192 | $233.6M | 4 | 2026-05-31 | → |
| 978 | LSCP ADVISORS, LLC | AUSTIN | 286018 | $233.1M | 16 | 2026-03-31 | → |
| 979 | HIGH RIVER RESOURCES MANAGEMENT LLC | DALLAS | 327858 | $232.8M | 10 | 2026-03-31 | → |
| 980 | TAYLOR FRIGON CAPITAL MANAGEMENT LLC | SCOTTSDALE | 142617 | $232.6M | 11 | 2026-03-31 | → |
| 981 | STF MANAGEMENT LP | FRISCO | 173690 | $232.4M | 4 | 2025-03-31 | → |
| 982 | BLUE ORCA, LLC | AUSTIN | 311503 | $232.2M | 7 | 2026-06-30 | → |
| 983 | CROWDSTREET ADVISORS, LLC | AUSTIN | 299176 | $231.9M | 11 | 2026-06-30 | → |
| 984 | KINGFISH CAPITAL PARTNERS LLC | SOUTHLAKE | 283489 | $231.8M | 36 | 2026-04-30 | → |
| 985 | SVRN ASSET MANAGEMENT, LLC | AUSTIN | 222518 | $231.5M | 2 | 2026-03-31 | → |
| 986 | VANN EQUITY MANAGEMENT LLC | PLANO | 174239 | $231.2M | 5 | 2026-03-31 | → |
| 987 | AMPLIFY FINANCIAL, LLC | SCOTTSDALE | 325721 | $230.7M | 7 | 2026-03-31 | → |
| 988 | SLT HOLDINGS LLC | SCOTTSDALE | 328450 | $230.3M | 4 | 2026-04-30 | → |
| 989 | AUSTERRA WEALTH MANAGEMENT LLC | DALLAS | 161964 | $230.3M | 3 | 2026-03-31 | → |
| 990 | WLTH CAPITAL MANAGEMENT, LLC | CHANDLER | 335594 | $229.8M | 5 | 2026-05-31 | → |
| 991 | ATLASMARK FINANCIAL, INC. | AUSTIN | 152635 | $228.6M | 1 | 2026-01-31 | → |
| 992 | CALDERWOOD FINANCIAL STRATEGIES, INC. | HOUSTON | 313466 | $228.5M | 5 | 2026-03-31 | → |
| 993 | WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC | ADDISON | 144172 | $228.5M | 3 | 2026-03-31 | → |
| 994 | MEIXLER INVESTMENT MANAGEMENT, LTD. | SHOW LOW | 168223 | $228.4M | 1 | 2026-04-30 | → |
| 995 | CHRONIM INVESTMENTS INC. | IRVING | 120943 | $228.1M | 4 | 2026-06-30 | → |
| 996 | CATALYST CAPITAL ADVISERS LLC | DALLAS | 290191 | $228.1M | 2 | 2026-03-31 | → |
| 997 | D.H. HILL ADVISORS, INC. | KINGWOOD | 116324 | $226.4M | 19 | 2026-03-31 | → |
| 998 | PRINCIPIA WEALTH ADVISORY, LLC | DALLAS | 152678 | $225.0M | 5 | 2026-03-31 | → |
| 999 | CAPITAL ADVISORY GROUP, INC. | DALLAS | 114539 | $224.9M | 3 | 2026-03-31 | → |
| 1000 | DRAWBRIDGE CAPITAL, LLC | TULSA | 128636 | $224.6M | 10 | 2026-06-30 | → |
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