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 | |
|---|---|---|---|---|---|---|---|
| 301 | ALTERNA WEALTH MANAGEMENT, INC. | HOUSTON | 146153 | $1.40B | 55 | 2026-03-31 | → |
| 302 | DOUBLE EAGLE FAMILY OFFICES, LLC | FORT WORTH | 315523 | $1.40B | 6 | 2026-06-30 | → |
| 303 | RECURRENT INVESTMENT ADVISORS LLC | HOUSTON | 288694 | $1.38B | 6 | 2026-03-31 | → |
| 304 | LEVEL FOUR CAPITAL MANAGEMENT | DALLAS | 304792 | $1.38B | 9 | 2026-03-31 | → |
| 305 | ALPHAENGINE GLOBAL INVESTMENT SOLUTIONS LLC | PLANO | 143002 | $1.37B | 4 | 2025-02-28 | → |
| 306 | MOUNTAIN CAPITAL MANAGEMENT, LLC | HOUSTON | 281465 | $1.37B | 8 | 2026-03-31 | → |
| 307 | BH CREDIT MANAGEMENT LLC | DALLAS | 317505 | $1.37B | 55 | 2026-03-31 | → |
| 308 | ROOSEVELT CAPITAL MANAGEMENT LLC | DALLAS | 283217 | $1.37B | 2 | 2026-03-31 | → |
| 309 | PENN DAVIS MCFARLAND INC | DALLAS | 110417 | $1.36B | 10 | 2026-03-31 | → |
| 310 | WEATHERGAGE CAPITAL, LLC | AUSTIN | 156612 | $1.36B | 4 | 2026-03-31 | → |
| 311 | CITATION CAPITAL MANAGEMENT, LLC | DALLAS | 326828 | $1.36B | 14 | 2026-03-31 | → |
| 312 | SYMPHONY FINANCIAL, LTD. CO. | HOUSTON | 171816 | $1.35B | 26 | 2026-04-30 | → |
| 313 | GALVIN, GAUSTAD & STEIN, LLC | SCOTTSDALE | 153410 | $1.35B | 17 | 2026-05-31 | → |
| 314 | TOTAL INVESTMENT MANAGEMENT, INC. | SCOTTSDALE | 108818 | $1.35B | 12 | 2026-03-31 | → |
| 315 | GIBRALTAR CAPITAL MANAGEMENT, INC. | TULSA | 122328 | $1.35B | 31 | 2026-06-30 | → |
| 316 | MSH CAPITAL ADVISORS LLC | SCOTTSDALE | 157835 | $1.35B | 35 | 2026-04-30 | → |
| 317 | QUADCAP WEALTH MANAGEMENT, LLC | FRISCO | 151490 | $1.34B | 23 | 2026-03-31 | → |
| 318 | FINANCIAL MANAGEMENT PROFESSIONALS INC | AUSTIN | 110270 | $1.34B | 14 | 2026-03-31 | → |
| 319 | VICTORY FINANCIAL GROUP LLC | AUSTIN | 324943 | $1.34B | 47 | 2026-06-30 | → |
| 320 | AIP MANAGEMENT LP | HOUSTON | 322494 | $1.33B | 12 | 2026-03-31 | → |
| 321 | CALLAHAN ADVISORS, LLC | HOUSTON | 114058 | $1.33B | 11 | 2026-03-31 | → |
| 322 | U.S. GLOBAL INVESTORS, INC. | SAN ANTONIO | 111097 | $1.32B | 22 | 2026-02-28 | → |
| 323 | BEACON RETIREMENT PLANNING SERVICES INC. | DALLAS | 110038 | $1.30B | 18 | 2026-03-31 | → |
| 324 | PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. | TULSA | 115220 | $1.30B | 6 | 2026-03-31 | → |
| 325 | STANSBERRY ASSET MANAGEMENT, LLC | WESTLAKE | 282103 | $1.29B | 34 | 2026-06-30 | → |
| 326 | TRIGATE MANAGEMENT LLC | DALLAS | 158083 | $1.28B | 20 | 2026-02-28 | → |
| 327 | BARES CAPITAL MANAGEMENT, INC. | AUSTIN | 114428 | $1.26B | 9 | 2025-06-30 | → |
| 328 | BLUE SAGE SERVICES, L.P. | AUSTIN | 297282 | $1.26B | 16 | 2026-05-31 | → |
| 329 | WEBS CREEK CAPITAL MANAGEMENT LP | DALLAS | 301259 | $1.25B | 9 | 2026-04-30 | → |
| 330 | AMBERJACK CAPITAL PARTNERS, L.P. | HOUSTON | 161464 | $1.25B | 12 | 2026-04-30 | → |
| 331 | BROOKWOOD INVESTMENT GROUP LLC | PHOENIX | 316544 | $1.25B | 24 | 2026-03-31 | → |
| 332 | HODGES CAPITAL MANAGEMENT INC | DALLAS | 110080 | $1.24B | 20 | 2025-10-31 | → |
| 333 | FWL INVESTMENT MANAGEMENT, LLC | DALLAS | 174119 | $1.24B | 7 | 2026-03-31 | → |
| 334 | BWCP, LP | DALLAS | 305638 | $1.23B | 11 | 2026-03-31 | → |
| 335 | PCIM REALTY ADVISORS, LLC | ADDISON | 313281 | $1.22B | 19 | 2026-03-31 | → |
| 336 | DECISIONPOINT FINANCIAL, LLC | MESA | 296988 | $1.22B | 18 | 2026-03-31 | → |
| 337 | PARKWAY WEALTH MANAGEMENT GROUP, LLC | PLANO | 333971 | $1.22B | 27 | 2026-03-31 | → |
| 338 | INVESTMENT METRICS, LLC | TUCSON | 158872 | $1.22B | 10 | 2026-03-31 | → |
| 339 | CHILDRESS CAPITAL ADVISORS, LLC | HOUSTON | 310277 | $1.21B | 9 | 2026-04-30 | → |
| 340 | AUTUMN LANE ADVISORS, LLC | HOUSTON | 173624 | $1.20B | 7 | 2026-02-28 | → |
| 341 | CROSSMARK WEALTH MANAGEMENT, LLC | HOUSTON | 289004 | $1.19B | 6 | 2026-06-30 | → |
| 342 | ALLEGIANT WEALTH ADVISORS, LLC | TULSA | 330239 | $1.17B | 3 | 2026-03-31 | → |
| 343 | WPWEALTH LLP | FORT WORTH | 145467 | $1.17B | 14 | 2026-06-30 | → |
| 344 | THE CAPSTREET GROUP, LLC | HOUSTON | 159690 | $1.16B | 24 | 2026-04-30 | → |
| 345 | SAROFIM REALTY ADVISORS LLC | HOUSTON | 106931 | $1.16B | 7 | 2026-05-31 | → |
| 346 | ACADEMY CAPITAL MANAGEMENT | WACO | 105008 | $1.16B | 9 | 2026-03-31 | → |
| 347 | ARKOS GLOBAL ADVISORS, LLC | HOUSTON | 287466 | $1.15B | 17 | 2026-05-31 | → |
| 348 | VIRTUS REAL ESTATE LLC | AUSTIN | 164146 | $1.14B | 41 | 2026-06-30 | → |
| 349 | OAK HARVEST INVESTMENT SERVICES, LLC | HOUSTON | 173293 | $1.14B | 44 | 2026-04-30 | → |
| 350 | HM INTERNATIONAL L.L.C. | AUSTIN | 321885 | $1.13B | 8 | 2026-03-31 | → |
| 351 | INSIGHT WEALTH PARTNERS, LLC | PLANO | 153635 | $1.12B | 16 | 2026-03-31 | → |
| 352 | ARQ WEALTH ADVISORS, LLC | SCOTTSDALE | 147351 | $1.11B | 18 | 2026-04-30 | → |
| 353 | RHAME & GORRELL WEALTH MANAGEMENT, LLC | THE WOODLANDS | 283027 | $1.11B | 27 | 2026-03-31 | → |
| 354 | THE CLARUS GROUP, INC. | HOUSTON | 310163 | $1.10B | 14 | 2026-05-31 | → |
| 355 | INTEGRITY ADVISORY SOLUTIONS, LLC | DALLAS | 288817 | $1.10B | 113 | 2026-06-30 | → |
| 356 | FUSION INVESTMENT ADVISORS LLC | DALLAS | 156549 | $1.10B | 87 | 2026-03-31 | → |
| 357 | ENCLAVE ADVISORS, LLC | AUSTIN | 165205 | $1.10B | 6 | 2026-04-30 | → |
| 358 | NEXPOINT REAL ESTATE ADVISORS X, L.P. | DALLAS | 317203 | $1.10B | 2 | 2026-03-31 | → |
| 359 | PRESIDIO INVESTORS LLC | AUSTIN | 160841 | $1.09B | 13 | 2026-03-31 | → |
| 360 | JACKSON HOLE CAPITAL PARTNERS, LLC | TULSA | 285978 | $1.09B | 6 | 2026-03-31 | → |
| 361 | HOLT CAPITAL ADVISORS, L.L.C. | FORT WORTH | 117863 | $1.09B | 6 | 2026-05-31 | → |
| 362 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | DALLAS | 154127 | $1.08B | 9 | 2026-05-31 | → |
| 363 | AUSTIN WEALTH MANAGEMENT, LLC | AUSTIN | 172793 | $1.08B | 18 | 2026-03-31 | → |
| 364 | BALBOA WEALTH PARTNERS, INC. | SCOTTSDALE | 282329 | $1.07B | 36 | 2026-05-31 | → |
| 365 | AVIDITY PARTNERS MANAGEMENT LP | DALLAS | 304628 | $1.06B | 9 | 2026-03-31 | → |
| 366 | FOURPATH CAPITAL MANAGEMENT, LLC | OKLAHOMA CITY | 313573 | $1.06B | 6 | 2026-02-28 | → |
| 367 | BOK FINANCIAL SECURITIES, INC. | TULSA | 17530 | $1.06B | 165 | 2026-03-31 | → |
| 368 | BSIP SLP GP, LLC | FRISCO | 298964 | $1.06B | 20 | 2026-06-30 | → |
| 369 | SEQUENT ASSET MANAGEMENT, LLC | HOUSTON | 148194 | $1.06B | 3 | 2026-04-30 | → |
| 370 | GR FINANCIAL GROUP, LLC | TUCSON | 172370 | $1.05B | 10 | 2026-04-30 | → |
| 371 | BAYOU CITY ENERGY MANAGEMENT LLC | HOUSTON | 283269 | $1.05B | 9 | 2026-03-31 | → |
| 372 | BRIDGEPORT FINANCIAL SOLUTIONS LLC | PHOENIX | 325485 | $1.05B | 9 | 2026-06-30 | → |
| 373 | PARAGON ADVISORS, L.L.C. | COLLEGE STATION | 143721 | $1.05B | 17 | 2026-06-30 | → |
| 374 | BIGLARI CAPITAL LLC | SAN ANTONIO | 115197 | $1.04B | 4 | 2026-03-31 | → |
| 375 | ESP INVESTMENT ADVISORS LLC | DALLAS | 298553 | $1.04B | 16 | 2026-03-31 | → |
| 376 | ROGERS WEALTH GROUP, INC. | FORT WORTH | 107409 | $1.04B | 21 | 2026-03-31 | → |
| 377 | PROSIGHT MANAGEMENT, LP | DALLAS | 148791 | $1.04B | 5 | 2026-03-31 | → |
| 378 | WATTS GWILLIAM & COMPANY, LLC | GILBERT | 131458 | $1.03B | 9 | 2026-06-30 | → |
| 379 | JOHN MOORE & ASSOCIATES INC | ALBUQUERQUE | 109791 | $1.03B | 14 | 2026-04-30 | → |
| 380 | PERRYMAN FINANCIAL ADVISORY, INC. | DALLAS | 107653 | $1.02B | 8 | 2026-03-31 | → |
| 381 | SOUNDWATCH CAPITAL, LLC | DALLAS | 173151 | $1.02B | 5 | 2026-05-31 | → |
| 382 | EDGE NATURAL RESOURCES LLC | DALLAS | 230787 | $1.02B | 14 | 2026-03-31 | → |
| 383 | ENERVEST INVESTMENT SERVICES, L.L.C. | HOUSTON | 297181 | $1.01B | 316 | 2026-05-31 | → |
| 384 | TEAMWORK FINANCIAL ADVISORS, LLC | SAN ANTONIO | 165237 | $1.01B | 29 | 2026-05-31 | → |
| 385 | BRIGHAM MANAGEMENT, LLC | AUSTIN | 300627 | $1.01B | 39 | 2026-03-31 | → |
| 386 | RENOVO CAPITAL, LLC | DALLAS | 164144 | $1.01B | 14 | 2026-03-31 | → |
| 387 | DAYBREAK FUND ADVISORS LLC | HOUSTON | 163267 | $1.01B | 29 | 2026-05-31 | → |
| 388 | FORTITUDE FAMILY OFFICE, LLC | SCOTTSDALE | 317615 | $1.00B | 28 | 2026-03-31 | → |
| 389 | AVION WEALTH, LLC | THE WOODLANDS | 134242 | $984.6M | 15 | 2026-05-31 | → |
| 390 | GARRETT WEALTH ADVISORY GROUP, LLC | WEATHERFORD | 173563 | $969.8M | 20 | 2026-03-31 | → |
| 391 | REVIVAL HEALTHCARE CAPITAL LLC | AUSTIN | 315069 | $964.3M | 12 | 2026-03-31 | → |
| 392 | INTELLIGENT WEALTH SOLUTIONS LLC | AUSTIN | 300403 | $961.0M | 6 | 2026-03-31 | → |
| 393 | WHITE DEER MANAGEMENT LLC | HOUSTON | 161361 | $960.8M | 9 | 2026-03-31 | → |
| 394 | MILITIA CAPITAL MANAGEMENT, LLC | AUSTIN | 335763 | $958.6M | 7 | 2026-05-31 | → |
| 395 | MARGOLIS BRADY RAGHAVAN FINANCIAL, INC. | HOUSTON | 168333 | $956.4M | 10 | 2026-03-31 | → |
| 396 | ARVIN CAPITAL MANAGEMENT LP | AUSTIN | 315672 | $953.4M | 7 | 2026-03-31 | → |
| 397 | PETROCAP, LLC | DALLAS | 169688 | $949.1M | 15 | 2026-03-31 | → |
| 398 | DISCIPLINED INVESTORS, L.L.C. | WACO | 114614 | $941.6M | 8 | 2026-03-31 | → |
| 399 | ASCENSION CAPITAL ADVISORS, INC. | HOUSTON | 109518 | $938.5M | 10 | 2026-06-30 | → |
| 400 | DALAL STREET, LLC | WEST LAKE HILLS | 161471 | $936.3M | 3 | 2026-03-31 | → |
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