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 | |
|---|---|---|---|---|---|---|---|
| 101 | TRUE NORTH ADVISORS, LLC | DALLAS | 116048 | $5.42B | 89 | 2026-03-31 | → |
| 102 | TCI WEALTH ADVISORS, INC. | TUCSON | 107373 | $5.37B | 72 | 2026-04-30 | → |
| 103 | FROST INVESTMENT ADVISORS, LLC | SAN ANTONIO | 146148 | $5.36B | 31 | 2026-03-31 | → |
| 104 | HINES CAPITAL ADVISORS LLC | HOUSTON | 307282 | $5.15B | 839 | 2026-03-31 | → |
| 105 | TECTONIC ADVISORS LLC | FRISCO | 139713 | $5.14B | 6 | 2026-03-31 | → |
| 106 | CRESCENT REAL ESTATE LLC | FORT WORTH | 158397 | $5.11B | 113 | 2026-03-31 | → |
| 107 | THREE BELL CAPITAL LLC | DALLAS | 159736 | $5.05B | 22 | 2026-06-30 | → |
| 108 | TFO FAMILY OFFICE PARTNERS, LLC | PHOENIX | 159440 | $5.04B | 88 | 2026-06-30 | → |
| 109 | CAIN, WATTERS & ASSOCIATES, LLC | FRISCO | 111521 | $5.04B | 341 | 2026-06-30 | → |
| 110 | PENNYBACKER CAPITAL MANAGEMENT, LLC | AUSTIN | 160056 | $4.86B | 63 | 2026-03-31 | → |
| 111 | AVIDIAN WEALTH ENTERPRISES, LLC | HOUSTON | 127186 | $4.76B | 59 | 2026-06-30 | → |
| 112 | BBAM US LP | DALLAS | 175441 | $4.75B | 79 | 2026-03-31 | → |
| 113 | QUOTIENT WEALTH PARTNERS, LLC | DALLAS | 326819 | $4.61B | 60 | 2026-04-30 | → |
| 114 | MCR FUND MANAGEMENT LLC | DALLAS | 315098 | $4.58B | 60 | 2026-03-31 | → |
| 115 | LINSCOMB WEALTH, INC. | HOUSTON | 106779 | $4.57B | 52 | 2026-02-28 | → |
| 116 | BANNER OAK CAPITAL PARTNERS, LP | DALLAS | 284367 | $4.46B | 9 | 2026-03-31 | → |
| 117 | TPG RE FINANCE TRUST MANAGEMENT, L.P. | FORT WORTH | 288851 | $4.41B | 19 | 2026-03-31 | → |
| 118 | ROCKLAND CAPITAL, LP | THE WOODLANDS | 156791 | $4.39B | 24 | 2026-03-31 | → |
| 119 | KESTRA INVESTMENT MANAGEMENT, LLC. | AUSTIN | 317711 | $4.31B | 17 | 2026-06-30 | → |
| 120 | TURTLE CREEK MANAGEMENT, LLC | DALLAS | 140212 | $4.28B | 10 | 2026-03-31 | → |
| 121 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | HOUSTON | 111441 | $4.25B | 23 | 2026-03-31 | → |
| 122 | PROPHET CAPITAL ASSET MANAGEMENT LP | AUSTIN | 150683 | $4.20B | 16 | 2026-04-30 | → |
| 123 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | DALLAS | 298422 | $4.19B | 64 | 2026-06-30 | → |
| 124 | PARKWAY ADVISORS, L.P. | ABILENE | 112629 | $4.13B | 16 | 2026-03-31 | → |
| 125 | AQS ASSET MANAGEMENT, L.L.C. | AUSTIN | 131544 | $4.07B | 4 | 2026-03-31 | → |
| 126 | APEXIUM FINANCIAL LP | DALLAS | 283726 | $4.02B | 15 | 2025-10-31 | → |
| 127 | BLUESPRING WEALTH MANAGEMENT, LLC | AUSTIN | 152667 | $4.02B | 41 | 2026-06-30 | → |
| 128 | WATEROUS ENERGY FUND MANAGEMENT (US), LLC | HOUSTON | 290952 | $4.01B | 2 | 2026-03-31 | → |
| 129 | MAINSAIL MANAGEMENT COMPANY, LLC | AUSTIN | 157775 | $4.00B | 81 | 2026-04-30 | → |
| 130 | TW-IM, LLC | DALLAS | 167240 | $3.97B | 46 | 2026-06-30 | → |
| 131 | GUIDESTONE INVESTMENT SERVICES | DALLAS | 338335 | $3.91B | 28 | 2026-03-31 | → |
| 132 | S.B. VALUE PARTNERS, L.P. | SAN ANTONIO | 139162 | $3.89B | 13 | 2026-03-31 | → |
| 133 | ALAMO ADVISORS, LP | SAN ANTONIO | 122290 | $3.87B | 15 | 2026-03-31 | → |
| 134 | NEXT FINANCIAL GROUP, INC. | HOUSTON | 46214 | $3.77B | 564 | 2025-08-31 | → |
| 135 | GFS ADVISORS LLC | HOUSTON | 143110 | $3.76B | 11 | 2026-03-31 | → |
| 136 | TRANSWESTERN INVESTMENT MANAGEMENT, LLC | DALLAS | 159520 | $3.75B | 31 | 2026-03-31 | → |
| 137 | TRB WEALTH MANAGEMENT, LLC | HOUSTON | 309370 | $3.74B | 15 | 2026-03-31 | → |
| 138 | MERIT ENERGY COMPANY, LLC | DALLAS | 109310 | $3.70B | 782 | 2026-03-31 | → |
| 139 | FROST INVESTMENT SERVICES, LLC | SAN ANTONIO | 286129 | $3.67B | 177 | 2026-03-31 | → |
| 140 | STOKER OSTLER WEALTH ADVISORS, INC. | SCOTTSDALE | 111320 | $3.67B | 30 | 2026-04-30 | → |
| 141 | ULRICH CONSULTING AND INVESTMENT GROUP, LLC | ALBUQUERQUE | 159499 | $3.62B | 22 | 2026-01-31 | → |
| 142 | REGAN CAPITAL, LLC | DALLAS | 158294 | $3.59B | 22 | 2026-03-31 | → |
| 143 | RPOA ADVISORS, INC. | PLANO | 157222 | $3.59B | 126 | 2026-04-30 | → |
| 144 | VENTURI WEALTH MANAGEMENT, LLC | AUSTIN | 169576 | $3.58B | 38 | 2026-03-31 | → |
| 145 | SYCAMORE TREE CAPITAL PARTNERS, L.P. | DALLAS | 311555 | $3.54B | 30 | 2026-03-31 | → |
| 146 | ANDROS CAPITAL PARTNERS LLC | HOUSTON | 310641 | $3.51B | 6 | 2026-03-31 | → |
| 147 | STELLUS CAPITAL MANAGEMENT, LLC | HOUSTON | 160115 | $3.51B | 36 | 2026-04-30 | → |
| 148 | ADVISOR RESOURCE COUNCIL | DALLAS | 164109 | $3.49B | 119 | 2026-03-31 | → |
| 149 | SIXTH STREET SPECIALTY LENDING ADVISERS, LLC | DALLAS | 155006 | $3.42B | 66 | 2026-03-31 | → |
| 150 | CAPTION MANAGEMENT, LLC | OKLAHOMA CITY | 173841 | $3.41B | 22 | 2026-03-31 | → |
| 151 | GAUGE CAPITAL LLC | SOUTHLAKE | 169890 | $3.39B | 67 | 2026-03-31 | → |
| 152 | MARBLE CAPITAL LP | HOUSTON | 285940 | $3.35B | 38 | 2026-03-31 | → |
| 153 | VWH CAPITAL MANAGEMENT, LP | DALLAS | 289128 | $3.32B | 28 | 2026-03-31 | → |
| 154 | SOVEREIGN INVESTMENT ADVISORS LLC | PHOENIX | 149040 | $3.31B | 8 | 2026-06-30 | → |
| 155 | KNIGHTSBRIDGE ADVISERS LLC | BARTLESVILLE | 111043 | $3.29B | 17 | 2026-06-30 | → |
| 156 | FORMENTERA PARTNERS LP | AUSTIN | 311055 | $3.29B | 11 | 2026-03-31 | → |
| 157 | RIDGEWOOD ENERGY CORPORATION | HOUSTON | 142136 | $3.28B | 61 | 2026-03-31 | → |
| 158 | PFG ADVISORS, LLC | PHOENIX | 173344 | $3.26B | 112 | 2026-03-31 | → |
| 159 | TRUST ASSET MANAGEMENT LLC | HOUSTON | 147379 | $3.21B | 10 | 2026-06-30 | → |
| 160 | GREENBELT CAPITAL MANAGEMENT L.P. | AUSTIN | 322516 | $3.19B | 25 | 2026-03-31 | → |
| 161 | KA FUND ADVISORS, LLC | HOUSTON | 141037 | $3.19B | 38 | 2026-03-31 | → |
| 162 | LION STREET ADVISORS, LLC | AUSTIN | 167610 | $3.18B | 152 | 2025-04-30 | → |
| 163 | DISRUPTIVE TECHNOLOGY ADVISERS LLC | DALLAS | 164828 | $3.12B | 16 | 2026-04-30 | → |
| 164 | EAGLE GLOBAL ADVISORS LLC | HOUSTON | 107306 | $3.10B | 24 | 2026-03-31 | → |
| 165 | PAN CAPITAL MANAGEMENT LP | HOUSTON | 336371 | $3.08B | 43 | 2026-01-31 | → |
| 166 | 1900 WEALTH MANAGEMENT LLC | SAN ANTONIO | 175346 | $3.07B | 22 | 2026-03-31 | → |
| 167 | ANSON FUNDS MANAGEMENT LP | DALLAS | 125109 | $3.05B | 4 | 2026-03-31 | → |
| 168 | PARADIGM GLOBAL INVESTORS, LLC | DALLAS | 338287 | $3.03B | 4 | 2026-03-31 | → |
| 169 | ARGONAUT PRIVATE CAPITAL, LP | TULSA | 283878 | $3.01B | 23 | 2026-03-31 | → |
| 170 | TRINITY HUNT MANAGEMENT, L.P. | DALLAS | 157410 | $2.99B | 53 | 2026-03-31 | → |
| 171 | NFJ INVESTMENT GROUP, LLC | DALLAS | 310902 | $2.98B | 9 | 2026-03-31 | → |
| 172 | SFMG, LLC. | PLANO | 107548 | $2.96B | 39 | 2026-03-31 | → |
| 173 | TPG PEP ADVISORS, LLC | FORT WORTH | 171288 | $2.95B | 9 | 2025-03-31 | → |
| 174 | CANYON PARTNERS REAL ESTATE LLC | DALLAS | 107880 | $2.91B | 198 | 2026-03-31 | → |
| 175 | LEGACY KNIGHT MFO, LLC | DALLAS | 305927 | $2.85B | 21 | 2026-05-31 | → |
| 176 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | AUSTIN | 107722 | $2.84B | 27 | 2026-02-28 | → |
| 177 | TREK FINANCIAL, LLC | SCOTTSDALE | 109376 | $2.82B | 55 | 2026-05-31 | → |
| 178 | BOWIE CAPITAL MANAGEMENT, LLC | RICHARDSON | 171023 | $2.81B | 10 | 2026-04-30 | → |
| 179 | FIRST ENDOWMENT DEVELOPMENT CORP | HOUSTON | 105335 | $2.80B | 16 | 2026-05-31 | → |
| 180 | NEXPOINT ASSET MANAGEMENT, L.P. | DALLAS | 149653 | $2.76B | 6 | 2026-03-31 | → |
| 181 | TURTLE CREEK WEALTH ADVISORS, LLC | DALLAS | 322998 | $2.76B | 26 | 2026-06-30 | → |
| 182 | MCP MANAGEMENT, LP | AUSTIN | 324518 | $2.70B | 8 | 2026-05-31 | → |
| 183 | MULTICOIN CAPITAL MANAGEMENT, LLC | AUSTIN | 297302 | $2.69B | 22 | 2026-03-31 | → |
| 184 | CHILTON CAPITAL MANAGEMENT LLC | HOUSTON | 104592 | $2.67B | 32 | 2026-03-31 | → |
| 185 | TITLEIST ASSET MANAGEMENT, LLC | SAN ANTONIO | 323567 | $2.66B | 41 | 2026-06-30 | → |
| 186 | TRANSPOSE PLATFORM MANAGEMENT, LLC | HOUSTON | 287674 | $2.65B | 23 | 2026-03-31 | → |
| 187 | SUNBELT SECURITIES, INC. | HOUSTON | 42180 | $2.64B | 68 | 2026-06-30 | → |
| 188 | TRAJAN WEALTH, L.L.C. | SCOTTSDALE | 158847 | $2.60B | 140 | 2026-03-31 | → |
| 189 | NORTH HUDSON RESOURCE PARTNERS LP | HOUSTON | 297155 | $2.58B | 8 | 2026-03-31 | → |
| 190 | ICON WEALTH ADVISORS, LLC | HOUSTON | 319609 | $2.58B | 22 | 2026-04-30 | → |
| 191 | KENSINGTON ASSET MANAGEMENT, LLC | AUSTIN | 309780 | $2.56B | 17 | 2026-03-31 | → |
| 192 | HILLTOP SECURITIES INC. | DALLAS | 6220 | $2.51B | 92 | 2026-03-31 | → |
| 193 | SERVE CAPITAL PARTNERS, LLC | AUSTIN | 284027 | $2.50B | 8 | 2026-05-31 | → |
| 194 | SILVER HILL ENERGY PARTNERS, LP | DALLAS | 307537 | $2.49B | 49 | 2026-03-31 | → |
| 195 | WARWICK INVESTMENT MANAGEMENT, INC. | BRYAN | 105951 | $2.48B | 9 | 2026-06-30 | → |
| 196 | REDWOOD INVESTMENT MANAGEMENT, LLC. | SCOTTSDALE | 153139 | $2.47B | 39 | 2026-03-31 | → |
| 197 | OXBOW ADVISORS, LLC | AUSTIN | 156393 | $2.46B | 13 | 2026-06-30 | → |
| 198 | SONORA INVESTMENT MANAGEMENT GROUP, LLC | TUCSON | 315312 | $2.44B | 17 | 2025-03-31 | → |
| 199 | PERMIAN INVESTMENT PARTNERS, LP | DALLAS | 156893 | $2.43B | 12 | 2026-03-31 | → |
| 200 | THE MILESTONE REAL ESTATE GROUP, LP | DALLAS | 161957 | $2.43B | 33 | 2026-04-30 | → |
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