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 | |
|---|---|---|---|---|---|---|---|
| 201 | PACELINE EQUITY PARTNERS, LLC | DALLAS | 307683 | $2.43B | 40 | 2026-03-31 | → |
| 202 | REQUISITE CAPITAL MANAGEMENT LLC | DALLAS | 283107 | $2.43B | 11 | 2026-03-31 | → |
| 203 | SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC | HOUSTON | 106933 | $2.41B | 26 | 2026-05-31 | → |
| 204 | SCF PARTNERS, INC. | HOUSTON | 107599 | $2.38B | 23 | 2026-06-30 | → |
| 205 | STRIVE ASSET MANAGEMENT, LLC | DALLAS | 322039 | $2.38B | 33 | 2026-06-30 | → |
| 206 | EOC PARTNERS ADVISORS L.P. | HOUSTON | 321653 | $2.37B | 7 | 2026-03-31 | → |
| 207 | VERUS CAPITAL PARTNERS, LLC | SCOTTSDALE | 151568 | $2.29B | 68 | 2026-03-31 | → |
| 208 | KA CREDIT ADVISORS, LLC | HOUSTON | 306753 | $2.29B | 64 | 2026-03-31 | → |
| 209 | ARROYO ENERGY INVESTMENT PARTNERS LLC | SPRING | 173735 | $2.28B | 20 | 2026-03-31 | → |
| 210 | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | DALLAS | 107238 | $2.27B | 19 | 2026-03-31 | → |
| 211 | SATHER FINANCIAL GROUP, INC. | VICTORIA | 109344 | $2.27B | 9 | 2026-01-31 | → |
| 212 | WATERLOO CAPITAL, L.P. | AUSTIN | 133705 | $2.26B | 64 | 2026-06-30 | → |
| 213 | EIV CAPITAL, LLC | HOUSTON | 169111 | $2.23B | 44 | 2026-03-31 | → |
| 214 | SMITH GROUP ASSET MANAGEMENT, LLC | DALLAS | 313265 | $2.21B | 14 | 2026-03-31 | → |
| 215 | CR GROUP L.P. | HOUSTON | 132967 | $2.21B | 21 | 2026-03-31 | → |
| 216 | OREI ADVISORS LP | AUSTIN | 284241 | $2.18B | 41 | 2026-03-31 | → |
| 217 | SAGEFIELD INVESTMENT GROUP LP | DALLAS | 312019 | $2.17B | 10 | 2026-03-31 | → |
| 218 | MERIDIEM CAPITAL PARTNERS LP | DALLAS | 318498 | $2.15B | 16 | 2026-03-31 | → |
| 219 | ROOT FINANCIAL PARTNERS, LLC | AUSTIN | 290289 | $2.15B | 65 | 2026-06-30 | → |
| 220 | ASCENTIS INDEPENDENT ADVISORS, LLC | DALLAS | 322879 | $2.09B | 43 | 2026-06-30 | → |
| 221 | ADELL HARRIMAN & CARPENTER INC | HOUSTON | 107488 | $2.09B | 13 | 2026-03-31 | → |
| 222 | RIVER CANYON FUND MANAGEMENT LLC | DALLAS | 169465 | $2.08B | 161 | 2026-03-31 | → |
| 223 | SEGMENT WEALTH MANAGEMENT, LLC | HOUSTON | 164877 | $2.07B | 12 | 2026-05-31 | → |
| 224 | ESSEX WOODLANDS MANAGEMENT, INC. | THE WOODLANDS | 158263 | $2.06B | 13 | 2026-05-31 | → |
| 225 | APPLIED FINANCE ADVISORS, LLC | SAN ANTONIO | 140054 | $2.05B | 6 | 2026-03-31 | → |
| 226 | WARWICK INVESTMENT GROUP, LLC | OKLAHOMA CITY | 226670 | $2.05B | 82 | 2026-03-31 | → |
| 227 | INSCRIPTION CAPITAL, LLC | HOUSTON | 291780 | $2.05B | 20 | 2026-03-31 | → |
| 228 | CRESTA FUND MANAGEMENT LLC | DALLAS | 288079 | $2.04B | 16 | 2026-03-31 | → |
| 229 | 8 KNOTS MANAGEMENT, LLC | DALLAS | 305473 | $2.03B | 3 | 2026-03-31 | → |
| 230 | FULL SAIL CAPITAL, LLC | OKLAHOMA CITY | 291368 | $2.03B | 15 | 2025-06-30 | → |
| 231 | SMITH ANGLIN FINANCIAL, LLC | DALLAS | 144386 | $2.01B | 16 | 2025-05-31 | → |
| 232 | CORDA INVESTMENT MANAGEMENT, LLC | HOUSTON | 108046 | $2.00B | 32 | 2026-02-28 | → |
| 233 | BALEFIRE, LLC | DALLAS | 168733 | $1.99B | 38 | 2026-03-31 | → |
| 234 | SOLE SOURCE CAPITAL LLC | DALLAS | 290032 | $1.98B | 34 | 2026-03-31 | → |
| 235 | CENTEROAK ADVISER, L.P. | DALLAS | 175156 | $1.98B | 20 | 2026-03-31 | → |
| 236 | FIC PARTNERS MANAGEMENT, LP | HOUSTON | 282788 | $1.97B | 8 | 2026-04-30 | → |
| 237 | GUIDESTONE ADVISORS, LLC | DALLAS | 149624 | $1.96B | 34 | 2026-03-31 | → |
| 238 | VOSS CAPITAL, LP | HOUSTON | 158929 | $1.94B | 11 | 2026-03-31 | → |
| 239 | ELDA RIVER CAPITAL MANAGEMENT, LLC | HOUSTON | 326859 | $1.94B | 15 | 2026-03-31 | → |
| 240 | CFO4LIFE GROUP, LLC | COPPELL | 287600 | $1.94B | 22 | 2026-06-30 | → |
| 241 | NEXPOINT REAL ESTATE ADVISORS VII, L.P. | DALLAS | 305956 | $1.93B | 2 | 2026-03-31 | → |
| 242 | TERRY MCDANIEL & COMPANY | AUSTIN | 104732 | $1.92B | 13 | 2026-03-31 | → |
| 243 | KILDARE PARTNERS US, LLC | WESTLAKE | 167984 | $1.91B | 40 | 2026-03-31 | → |
| 244 | AUSTIN ASSET MANAGEMENT CO | AUSTIN | 105441 | $1.87B | 21 | 2026-02-28 | → |
| 245 | SCOUT ENERGY MANAGEMENT LLC | DALLAS | 161832 | $1.86B | 1,113 | 2026-05-31 | → |
| 246 | TRITIUM PARTNERS LLC | AUSTIN | 173132 | $1.86B | 28 | 2026-05-31 | → |
| 247 | CONDIRE MANAGEMENT, LP | DALLAS | 311762 | $1.86B | 11 | 2026-03-31 | → |
| 248 | WILLIS JOHNSON & ASSOCIATES, INC. | HOUSTON | 119759 | $1.85B | 41 | 2026-04-30 | → |
| 249 | CLARITY FINANCIAL, LLC | HOUSTON | 150661 | $1.84B | 16 | 2026-05-31 | → |
| 250 | D2 ASSET MANAGEMENT, LP | DALLAS | 331542 | $1.83B | 34 | 2026-05-31 | → |
| 251 | VIEW CAPITAL RIA, LP | DALLAS | 130678 | $1.82B | 18 | 2026-03-31 | → |
| 252 | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | HOUSTON | 105643 | $1.81B | 21 | 2026-06-30 | → |
| 253 | VERSANT CAPITAL MANAGEMENT, INC. | PHOENIX | 131692 | $1.81B | 26 | 2026-03-31 | → |
| 254 | ONE WAY HOLDINGS LLC | FLOWER MOUND | 315934 | $1.81B | 38 | 2026-03-31 | → |
| 255 | KAINOS CAPITAL LP | DALLAS | 165607 | $1.81B | 25 | 2026-04-30 | → |
| 256 | HOISINGTON INVESTMENT MANAGEMENT CO | AUSTIN | 107710 | $1.79B | 9 | 2026-03-31 | → |
| 257 | HEALTHQUEST CAPITAL MANAGEMENT, L.P. | AUSTIN | 296583 | $1.78B | 28 | 2026-03-31 | → |
| 258 | IRONWOOD INVESTMENT COUNSEL, LLC | SCOTTSDALE | 110623 | $1.76B | 22 | 2026-03-31 | → |
| 259 | CUSHING ASSET MANAGEMENT, LP | DALLAS | 131517 | $1.75B | 10 | 2026-03-31 | → |
| 260 | INTRUA FINANCIAL LLC | HOUSTON | 281554 | $1.75B | 53 | 2026-05-31 | → |
| 261 | SWIFT CREEK REAL ESTATE PARTNERS LLC | DALLAS | 329614 | $1.74B | 13 | 2026-06-30 | → |
| 262 | MERIDIAN WEALTH ADVISORS, LLC | AUSTIN | 282609 | $1.74B | 12 | 2026-04-30 | → |
| 263 | MSC ADVISER I, LLC | HOUSTON | 169939 | $1.73B | 116 | 2026-03-31 | → |
| 264 | STAFFORD CAPITAL PARTNERS INC. | AUSTIN | 171419 | $1.72B | 15 | 2025-09-30 | → |
| 265 | LEE FINANCIAL COMPANY, LLC | DALLAS | 105910 | $1.68B | 39 | 2026-03-31 | → |
| 266 | TRACE CAPITAL MANAGEMENT LP | HOUSTON | 322094 | $1.68B | 16 | 2026-03-31 | → |
| 267 | ADAR1 CAPITAL MANAGEMENT, LLC | AUSTIN | 299694 | $1.68B | 11 | 2026-03-31 | → |
| 268 | TAILWIND ADVISORS, LLC | FORT WORTH | 150081 | $1.67B | 12 | 2026-03-31 | → |
| 269 | PICKERING ENERGY PARTNERS LP | HOUSTON | 302116 | $1.66B | 51 | 2026-05-31 | → |
| 270 | INDIGO PARTNERS LLC | SCOTTSDALE | 163648 | $1.66B | 8 | 2026-03-31 | → |
| 271 | QUATTRO FINANCIAL ADVISORS LLC | THE WOODLANDS | 284852 | $1.66B | 3 | 2026-03-31 | → |
| 272 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | OKLAHOMA CITY | 104511 | $1.63B | 11 | 2026-04-30 | → |
| 273 | L. ROY PAPP & ASSOCIATES, LLP | PHOENIX | 105130 | $1.62B | 10 | 2026-05-31 | → |
| 274 | ISC ADVISORS, INC. | DALLAS | 166586 | $1.62B | 30 | 2026-03-31 | → |
| 275 | SATORI CAPITAL, LLC | DALLAS | 161829 | $1.61B | 33 | 2026-06-30 | → |
| 276 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | SCOTTSDALE | 175300 | $1.61B | 7 | 2026-04-30 | → |
| 277 | MOMENTUM INDEPENDENT NETWORK INC. | DALLAS | 17587 | $1.61B | 97 | 2026-03-31 | → |
| 278 | TANGLEWOOD WEALTH MANAGEMENT, INC. | HOUSTON | 107639 | $1.59B | 14 | 2026-03-31 | → |
| 279 | DURATION ASSET MANAGEMENT, LLC | DALLAS | 298651 | $1.58B | 3 | 2026-03-31 | → |
| 280 | TYCHE WEALTH PARTNERS LLC | PLANO | 326006 | $1.57B | 17 | 2026-06-30 | → |
| 281 | PER STIRLING CAPITAL MANAGEMENT, LLC | AUSTIN | 151671 | $1.57B | 30 | 2026-03-31 | → |
| 282 | ANNANDALE CAPITAL, LLC | DALLAS | 136667 | $1.55B | 5 | 2026-03-31 | → |
| 283 | YCG, LLC | AUSTIN | 145769 | $1.54B | 9 | 2026-03-31 | → |
| 284 | GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC | DALLAS | 160830 | $1.54B | 4 | 2026-03-31 | → |
| 285 | TULSA WEALTH ADVISORS, INC. | TULSA | 337956 | $1.54B | 27 | 2026-03-31 | → |
| 286 | KINGS PATH PARTNERS LLC | SUGAR LAND | 269876 | $1.53B | 8 | 2026-02-28 | → |
| 287 | CAPITAL CREEK PARTNERS, LLC | AUSTIN | 301211 | $1.52B | 24 | 2026-03-31 | → |
| 288 | ANCIENT ART, L.P. | AUSTIN | 141112 | $1.50B | 11 | 2026-03-31 | → |
| 289 | RETIREMENT INVESTMENT ADVISORS INC | OKLAHOMA CITY | 106316 | $1.49B | 15 | 2026-03-31 | → |
| 290 | WALLACE CAPITAL MANAGEMENT, INC. | DALLAS | 119174 | $1.49B | 7 | 2026-03-31 | → |
| 291 | AWM CAPITAL, LLC | PHOENIX | 287980 | $1.49B | 38 | 2026-03-31 | → |
| 292 | RANGER INVESTMENT MANAGEMENT,L.P. | DALLAS | 124414 | $1.48B | 15 | 2026-03-31 | → |
| 293 | CYPRESS POINT WEALTH MANAGEMENT, LLC | DALLAS | 143771 | $1.47B | 12 | 2026-03-31 | → |
| 294 | TWIN TREE MANAGEMENT, LP | DALLAS | 149548 | $1.46B | 8 | 2026-03-31 | → |
| 295 | FORGE FINANCIAL SERVICES, LLC | EDMOND | 306480 | $1.46B | 15 | 2026-03-31 | → |
| 296 | FINSER INVESTMENT ADVISOR | SAN ANTONIO | 142570 | $1.42B | 1 | 2025-08-31 | → |
| 297 | CHAMBERS ENERGY MANAGEMENT, LP | HOUSTON | 155906 | $1.41B | 6 | 2026-03-31 | → |
| 298 | HUDSON WAY CAPITAL MANAGEMENT, LLC | DALLAS | 172400 | $1.40B | 10 | 2026-03-31 | → |
| 299 | 49 WEALTH MANAGEMENT, LLC | AUSTIN | 319484 | $1.40B | 167 | 2026-03-31 | → |
| 300 | HOWARD FINANCIAL SERVICES, LTD. | DALLAS | 107978 | $1.40B | 24 | 2026-06-30 | → |
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