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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
← PreviousPage 15 of 15 · 1,420 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
1401SAVE ADVISERS LLCHOUSTON306053$3.5M72026-04-30→
1402FOUNDER ETFS LLCDALLAS335174$2.9M12026-05-31→
1403STONE WALL FINANCIAL GROUP LLCSAN ANTONIO327726$2.0M12025-09-30→
1404PRAESTANTIA CAPITAL, LLCSAN ANTONIO334865$1.8M12025-12-31→
1405BRANSON FOWLKES RUSSELL INCHOUSTON107656$1.6M62026-03-31→
1406BBAE ADVISORS LLCPLANO269900$1.2M32026-03-31→
1407ASCENSION ADVISORS ARIZONA, LLCSCOTTSDALE337446$1.1M12025-10-31→
1408ALAMOS CAPITAL, LLCTUCSON332985$1.0M22026-03-31→
1409RIA GLOBAL RESEARCH, LLCHOUSTON332608$928,43322026-05-31→
1410FORTUNA FUNDS, LLCDALLAS333660$915,03522026-01-31→
1411FUNDIFY ADVISORS LLCAUSTIN319004$888,51262026-03-31→
1412TROVE INVESTMENT ADVISORS LLCDALLAS306904$387,58612026-06-30→
1413UNIFIMONEY RIA QOZB, LLCAUSTIN328842$314,00052026-04-30→
1414L & B REALTY ADVISORS, LLPDALLAS136654$218,557702026-03-31→
1415BANORTE VENTURES LTD.HOUSTON335283$52,430262026-05-31→
1416REWBIX AI INVESTMENTS LLCAUSTIN326608$20,00012026-04-30→
1417WEALTHDOOR ASSET MANAGEMENT LLCSUGAR LAND336825$7,06742026-03-31→
1418ATHENA ADVISORY RIA, LLCAUSTIN328227$2,000102025-03-31→
1419FIVANCIAL ADVISORS, INC.DALLAS336326$92512026-03-31→
1420ALKA PARTNERS, LLCFARMERS BRANCH338183$212026-04-30→

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Sleeve1,420 firms · 2026-06-30