Research Report · 2026-06-30
Institutional Registered Investment Advisers in Texas
SEC-registered investment advisers in Texas ranked by reported institutional client assets.
Firms
573
Total AUM
$3.48T
Median AUM
$514.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | FROST INVESTMENT ADVISORS, LLC | SAN ANTONIO | 146148 | $5.36B | 31 | 2026-03-31 | → |
| 102 | THE CAPITAL CHART ROOM, LTD | FORT WORTH | 117980 | $400.9M | 7 | 2026-03-31 | → |
| 103 | CAPITAL CREEK PARTNERS, LLC | AUSTIN | 301211 | $1.52B | 24 | 2026-03-31 | → |
| 104 | SMH CAPITAL ADVISORS LLC | FORT WORTH | 108344 | $503.1M | 7 | 2026-03-31 | → |
| 105 | WALLACE CAPITAL MANAGEMENT, INC. | DALLAS | 119174 | $1.49B | 7 | 2026-03-31 | → |
| 106 | DISCIPLINED INVESTORS, L.L.C. | WACO | 114614 | $941.6M | 8 | 2026-03-31 | → |
| 107 | MOSS, LUSE & WOMBLE, LLC | PLANO | 152841 | $803.2M | 42 | 2026-03-31 | → |
| 108 | RPS RETIREMENT PLAN ADVISORS | AUSTIN | 319220 | $336.3M | 3 | 2026-04-30 | → |
| 109 | TURTLE CREEK WEALTH ADVISORS, LLC | DALLAS | 322998 | $2.76B | 26 | 2026-06-30 | → |
| 110 | SUMMIT HOUSE CAPITAL MANAGEMENT, LLC | DALLAS | 306823 | $518.7M | 9 | 2026-04-30 | → |
| 111 | DIGITAL WEALTH PARTNERS LLC | DALLAS | 328627 | $555.1M | 26 | 2026-03-31 | → |
| 112 | BARES CAPITAL MANAGEMENT, INC. | AUSTIN | 114428 | $1.26B | 9 | 2025-06-30 | → |
| 113 | LEHRER KENNETH EUGENE DR | HOUSTON | 105835 | $286.3M | 1 | 2026-02-28 | → |
| 114 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | DALLAS | 156925 | $14.45B | 166 | 2026-05-31 | → |
| 115 | CAP SIX ADVISORS LLC | HOUSTON | 325164 | $340.8M | 5 | 2026-03-31 | → |
| 116 | ERBEN ASSOCIATES, LLC | AUSTIN | 148703 | $402.5M | 10 | 2026-03-31 | → |
| 117 | PLANGUIDE FINANCIAL LLC | SOUTHLAKE | 329089 | $277.3M | 1 | 2026-06-30 | → |
| 118 | STONECREST ADVISORS, INC. | AUSTIN | 142095 | $398.8M | 25 | 2026-04-30 | → |
| 119 | ASCENSION CAPITAL ADVISORS, INC. | HOUSTON | 109518 | $938.5M | 10 | 2026-06-30 | → |
| 120 | SSB&T WEALTH MANAGEMENT, LLC | FREDERICKSBURG | 328102 | $445.1M | 6 | 2026-02-28 | → |
| 121 | TITAN RETIREMENT ADVISORS LLC | FULSHEAR | 166359 | $531.0M | 2 | 2026-03-31 | → |
| 122 | CHILDRESS CAPITAL ADVISORS, LLC | HOUSTON | 310277 | $1.21B | 9 | 2026-04-30 | → |
| 123 | GARRETT WEALTH ADVISORY GROUP, LLC | WEATHERFORD | 173563 | $969.8M | 20 | 2026-03-31 | → |
| 124 | EAGLE GLOBAL ADVISORS LLC | HOUSTON | 107306 | $3.10B | 24 | 2026-03-31 | → |
| 125 | GARNETT ADVISORS, LLC | DENTON | 289930 | $265.7M | 2 | 2026-03-31 | → |
| 126 | HILLTOP SECURITIES INC. | DALLAS | 6220 | $2.51B | 92 | 2026-03-31 | → |
| 127 | CANYON CAPITAL ADVISORS LLC | DALLAS | 107922 | $11.92B | 192 | 2026-03-31 | → |
| 128 | WEBS CREEK CAPITAL MANAGEMENT LP | DALLAS | 301259 | $1.25B | 9 | 2026-04-30 | → |
| 129 | MONEX ASSET MANAGEMENT, INC. | HOUSTON | 148123 | $650.9M | 20 | 2026-05-31 | → |
| 130 | VENTURI WEALTH MANAGEMENT, LLC | AUSTIN | 169576 | $3.58B | 38 | 2026-03-31 | → |
| 131 | WATERLOO CAPITAL, L.P. | AUSTIN | 133705 | $2.26B | 64 | 2026-06-30 | → |
| 132 | MEROS INVESTMENT MANAGEMENT, LP | DALLAS | 305152 | $255.5M | 10 | 2026-03-31 | → |
| 133 | LEVEL FOUR CAPITAL MANAGEMENT | DALLAS | 304792 | $1.38B | 9 | 2026-03-31 | → |
| 134 | ADELL HARRIMAN & CARPENTER INC | HOUSTON | 107488 | $2.09B | 13 | 2026-03-31 | → |
| 135 | TRUST ADVISORS, INC. | HOUSTON | 157508 | $6.97B | 76 | 2026-03-31 | → |
| 136 | NUCLO WEALTH LLC | HOUSTON | 317730 | $293.7M | 8 | 2026-03-31 | → |
| 137 | PROBITY ADVISORS, INC. | DALLAS | 121849 | $859.4M | 9 | 2026-03-31 | → |
| 138 | MAVERICK CAPITAL LTD | DALLAS | 108262 | $15.85B | 98 | 2026-03-31 | → |
| 139 | NEXT FINANCIAL GROUP, INC. | HOUSTON | 46214 | $3.77B | 564 | 2025-08-31 | → |
| 140 | MAGARIAN CAPITAL MANAGEMENT, LLC | SAN ANTONIO | 341292 | $259.7M | 6 | 2026-03-31 | → |
| 141 | PARADIGM INSTITUTIONAL INVESTORS LLC | DALLAS | 329115 | $189.5M | 2 | 2025-05-31 | → |
| 142 | 1128 CAPITAL, LLC | PLANO | 318637 | $188.2M | 7 | 2025-12-31 | → |
| 143 | BRIDGE CAPITAL ADVISORS | HOUSTON | 317554 | $687.3M | 3 | 2025-09-30 | → |
| 144 | OUTRUNNER CAPITAL, LLC | AUSTIN | 331377 | $498.5M | 4 | 2026-06-30 | → |
| 145 | SMITH ASSET MANAGEMENT GROUP LP | DALLAS | 106301 | $182.2M | 13 | 2026-03-31 | → |
| 146 | SOCORRO ASSET MANAGEMENT, L.P. | DALLAS | 304401 | $497.9M | 6 | 2026-03-31 | → |
| 147 | INSCRIPTION CAPITAL, LLC | HOUSTON | 291780 | $2.05B | 20 | 2026-03-31 | → |
| 148 | CALDERWOOD FINANCIAL STRATEGIES, INC. | HOUSTON | 313466 | $228.5M | 5 | 2026-03-31 | → |
| 149 | CYPRESS ASSET MANAGEMENT INC | HOUSTON | 106593 | $455.8M | 5 | 2026-04-30 | → |
| 150 | AUSTIN ASSET MANAGEMENT CO | AUSTIN | 105441 | $1.87B | 21 | 2026-02-28 | → |
| 151 | SCOTT & SELBER, INC. CAPITAL MANAGEMENT | HOUSTON | 105523 | $637.9M | 4 | 2026-03-31 | → |
| 152 | HODGES CAPITAL MANAGEMENT INC | DALLAS | 110080 | $1.24B | 20 | 2025-10-31 | → |
| 153 | FOCUS 401 (K) GROUP, LLC | ADDISON | 172217 | $169.9M | 2 | 2026-01-31 | → |
| 154 | NOKOMIS CAPITAL, L.L.C. | DALLAS | 145627 | $804.2M | 5 | 2026-03-31 | → |
| 155 | REDSWAN PC, INC | HOUSTON | 307278 | $165.3M | 8 | 2026-03-31 | → |
| 156 | CORE CAPITAL MANAGEMENT AND RESEARCH INC. | HOUSTON | 146285 | $298.8M | 4 | 2026-03-31 | → |
| 157 | LINSCOMB WEALTH, INC. | HOUSTON | 106779 | $4.57B | 52 | 2026-02-28 | → |
| 158 | MADDEN SECURITIES CORPORATION | DALLAS | 18389 | $826.0M | 3 | 2026-06-30 | → |
| 159 | LAUTERBACH FINANCIAL ADVISORS, LLC | EL PASO | 114431 | $700.3M | 5 | 2026-03-31 | → |
| 160 | TITLEIST ASSET MANAGEMENT, LLC | SAN ANTONIO | 323567 | $2.66B | 41 | 2026-06-30 | → |
| 161 | SNOWCAP CAPITAL MANAGEMENT, LLC | DALLAS | 146883 | $238.9M | 2 | 2026-03-31 | → |
| 162 | RETIREMENT ADVISORS, LLC | DALLAS | 147701 | $186.4M | 3 | 2026-03-31 | → |
| 163 | AUTUMN GLORY PARTNERS, LLC | DALLAS | 288250 | $747.6M | 2 | 2026-03-31 | → |
| 164 | YCG, LLC | AUSTIN | 145769 | $1.54B | 9 | 2026-03-31 | → |
| 165 | BWM PLANNING LLC | HOUSTON | 304855 | $465.3M | 6 | 2026-03-31 | → |
| 166 | SUMMA CORP. | TOMBALL | 113091 | $587.2M | 2 | 2026-05-31 | → |
| 167 | ADVISOR RESOURCE COUNCIL | DALLAS | 164109 | $3.49B | 119 | 2026-03-31 | → |
| 168 | AUSTIN MONEY MANAGEMENT CORPORATION | AUSTIN | 302038 | $296.1M | 2 | 2026-05-31 | → |
| 169 | WPWEALTH LLP | FORT WORTH | 145467 | $1.17B | 14 | 2026-06-30 | → |
| 170 | ARKOS GLOBAL ADVISORS, LLC | HOUSTON | 287466 | $1.15B | 17 | 2026-05-31 | → |
| 171 | CRESCENT ADVISOR GROUP, INC. | PLANO | 115974 | $344.4M | 18 | 2026-01-31 | → |
| 172 | SCHULZ WEALTH, LTD. | MANSFIELD | 172194 | $438.1M | 3 | 2026-02-28 | → |
| 173 | TALIS ADVISORY SERVICES, LLC | RICHARDSON | 135145 | $568.8M | 60 | 2026-04-30 | → |
| 174 | SEQUENT ASSET MANAGEMENT, LLC | HOUSTON | 148194 | $1.06B | 3 | 2026-04-30 | → |
| 175 | DOLIVER ADVISORS, L.P. | HOUSTON | 106247 | $718.4M | 8 | 2026-06-30 | → |
| 176 | ALLRED CAPITAL MANAGEMENT, LLC | DALLAS | 297533 | $493.4M | 6 | 2026-03-31 | → |
| 177 | TECTONIC ADVISORS LLC | FRISCO | 139713 | $5.14B | 6 | 2026-03-31 | → |
| 178 | AVIDIAN WEALTH ENTERPRISES, LLC | HOUSTON | 127186 | $4.76B | 59 | 2026-06-30 | → |
| 179 | J.E. SIMMONS & CO., P.C. | DALLAS | 108789 | $213.1M | 4 | 2026-06-30 | → |
| 180 | STRATEGIC FINANCIAL CONCEPTS, LLC | SAN ANTONIO | 141849 | $927.7M | 41 | 2026-06-30 | → |
| 181 | ASCENTIS WEALTH MANAGEMENT, LLC | DALLAS | 330923 | $595.7M | 9 | 2026-05-31 | → |
| 182 | ASCENTIS INDEPENDENT ADVISORS, LLC | DALLAS | 322879 | $2.09B | 43 | 2026-06-30 | → |
| 183 | WJ INTERESTS, LLC | SUGAR LAND | 114381 | $633.5M | 10 | 2026-03-31 | → |
| 184 | 49 WEALTH MANAGEMENT, LLC | AUSTIN | 319484 | $1.40B | 167 | 2026-03-31 | → |
| 185 | PER STIRLING CAPITAL MANAGEMENT, LLC | AUSTIN | 151671 | $1.57B | 30 | 2026-03-31 | → |
| 186 | SOVEREIGN WEALTH ADVISORS LLC | HOUSTON | 188524 | $625.1M | 35 | 2026-03-31 | → |
| 187 | ROGERS WEALTH GROUP, INC. | FORT WORTH | 107409 | $1.04B | 21 | 2026-03-31 | → |
| 188 | PORTFOLIO ADVISORY COUNCIL, L.L.C. | HOUSTON | 107465 | $494.9M | 9 | 2026-03-31 | → |
| 189 | TRINITY INVESTMENT MANAGEMENT, LLC | FORT WORTH | 133873 | $126.2M | 4 | 2026-04-30 | → |
| 190 | PARAGON ADVISORS, L.L.C. | COLLEGE STATION | 143721 | $1.05B | 17 | 2026-06-30 | → |
| 191 | GFS ADVISORS LLC | HOUSTON | 143110 | $3.76B | 11 | 2026-03-31 | → |
| 192 | BANORTE ASSET MANAGEMENT, INC. | HOUSTON | 290555 | $661.2M | 40 | 2026-05-31 | → |
| 193 | RR ADVISORS, LLC | DALLAS | 130609 | $496.8M | 8 | 2026-03-31 | → |
| 194 | REB CAPITAL MANAGEMENT, LLC | DALLAS | 301890 | $224.5M | 4 | 2026-05-31 | → |
| 195 | REGAN CAPITAL, LLC | DALLAS | 158294 | $3.59B | 22 | 2026-03-31 | → |
| 196 | ENCLAVE ADVISORS, LLC | AUSTIN | 165205 | $1.10B | 6 | 2026-04-30 | → |
| 197 | HOLT CAPITAL ADVISORS, L.L.C. | FORT WORTH | 117863 | $1.09B | 6 | 2026-05-31 | → |
| 198 | VAN DEN BERG MANAGEMENT I, INC. | AUSTIN | 112308 | $679.5M | 16 | 2026-03-31 | → |
| 199 | DEAN, JACOBSON FINANCIAL SERVICES, LLC | FORT WORTH | 115879 | $519.4M | 8 | 2026-03-31 | → |
| 200 | OAKWELL PRIVATE WEALTH MANAGEMENT, LLC | AUSTIN | 162096 | $668.1M | 17 | 2026-03-31 | → |
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