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 | |
|---|---|---|---|---|---|---|---|
| 201 | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | DALLAS | 107238 | $2.27B | 19 | 2026-03-31 | → |
| 202 | FINANCIAL MANAGEMENT PROFESSIONALS INC | AUSTIN | 110270 | $1.34B | 14 | 2026-03-31 | → |
| 203 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | AUSTIN | 107722 | $2.84B | 27 | 2026-02-28 | → |
| 204 | CENTERED WEALTH, LLC | IRVING | 141343 | $402.5M | 6 | 2025-03-31 | → |
| 205 | HIGH PLAINS INVESTMENT ADVISORS, INC. | LUBBOCK | 114404 | $191.2M | 2 | 2026-02-28 | → |
| 206 | NEWPORT GLOBAL ADVISORS L.P. | THE WOODLANDS | 139368 | $174.8M | 5 | 2026-05-31 | → |
| 207 | RHODES INVESTMENT ADVISORS, INC. | FORT WORTH | 114245 | $376.3M | 9 | 2025-10-31 | → |
| 208 | WEALTH BENEFIT ADVISORS, LLC | HOUSTON | 319324 | $380.9M | 5 | 2026-04-30 | → |
| 209 | TRUST ASSET MANAGEMENT LLC | HOUSTON | 147379 | $3.21B | 10 | 2026-06-30 | → |
| 210 | WESTWOOD ADVISORS, L.L.C | DALLAS | 132162 | $749.5M | 62 | 2026-04-30 | → |
| 211 | RTW FINANCIAL ADVISORS INC | DALLAS | 109934 | $581.0M | 11 | 2026-06-30 | → |
| 212 | CASTLEVIEW PARTNERS, LLC | DALLAS | 281410 | $416.9M | 22 | 2026-05-31 | → |
| 213 | ICON WEALTH ADVISORS, LLC | HOUSTON | 319609 | $2.58B | 22 | 2026-04-30 | → |
| 214 | INTEGRATED ADVISORS NETWORK LLC | DALLAS | 171991 | $5.52B | 87 | 2026-06-30 | → |
| 215 | YACKTMAN ASSET MANAGEMENT LP | AUSTIN | 164420 | $11.71B | 19 | 2026-03-31 | → |
| 216 | CFM WEALTH PARTNERS LLC | AUSTIN | 305135 | $885.8M | 3 | 2026-03-31 | → |
| 217 | GBM WEALTH MANAGEMENT, INC. | HOUSTON | 145049 | $346.4M | 10 | 2026-06-30 | → |
| 218 | CAPITAL IDEAS, LLC | DALLAS | 114352 | $336.2M | 5 | 2026-03-31 | → |
| 219 | ISLAY CAPITAL MANAGEMENT, LLC | LUBBOCK | 114531 | $357.7M | 2 | 2026-02-28 | → |
| 220 | DAVIDSON CAPITAL MANAGEMENT, INC. | CORPUS CHRISTI | 112232 | $630.3M | 6 | 2026-04-30 | → |
| 221 | TRINITY PORTFOLIO ADVISORS, LLC | SOUTHLAKE | 151721 | $530.5M | 13 | 2026-03-31 | → |
| 222 | LBJ FAMILY WEALTH ADVISORS, LTD. | AUSTIN | 129701 | $388.8M | 2 | 2026-02-28 | → |
| 223 | TRIPPON WEALTH MANAGEMENT GROUP LLC | HOUSTON | 136485 | $262.3M | 5 | 2026-03-31 | → |
| 224 | PINE VALLEY CAPITAL PARTNERS LLC | AUSTIN | 330556 | $869.6M | 10 | 2026-03-31 | → |
| 225 | MERIDIAN WEALTH ADVISORS, LLC | AUSTIN | 282609 | $1.74B | 12 | 2026-04-30 | → |
| 226 | TANGLEWOOD LEGACY ADVISORS, LLC | HOUSTON | 127289 | $809.0M | 9 | 2026-03-31 | → |
| 227 | BALLAST ASSET MANAGEMENT, LP | DALLAS | 311116 | $220.7M | 5 | 2026-03-31 | → |
| 228 | CORUS FAMILY WEALTH ADVISORS, INC. | MCKINNEY | 114702 | $619.5M | 10 | 2026-05-31 | → |
| 229 | OPTIMUS CAPITAL ADVISORS, LLC | COPPELL | 147500 | $264.1M | 4 | 2026-03-31 | → |
| 230 | SCALAR GAUGE MANAGEMENT, LLC | DALLAS | 287991 | $199.4M | 3 | 2026-03-31 | → |
| 231 | CARGILE INVESTMENT MANAGEMENT, INC. | MIDLAND | 116982 | $394.6M | 3 | 2026-03-31 | → |
| 232 | SERVICE ACADEMY CAPITAL MANAGEMENT LLC | DALLAS | 226628 | $734.0M | 7 | 2026-01-31 | → |
| 233 | M.C. BYRD WEALTH MANAGEMENT, LLC | BELLVILLE | 151070 | $294.2M | 5 | 2026-03-31 | → |
| 234 | M. E. ALLISON & CO., INC. | SAN ANTONIO | 1047 | $366.4M | 12 | 2026-06-30 | → |
| 235 | BLUEHEEL | DALLAS | 331771 | $192.3M | 4 | 2026-04-30 | → |
| 236 | ORG PARTNERS LLC | DALLAS | 312728 | $772.6M | 24 | 2025-08-31 | → |
| 237 | SEGMENT WEALTH MANAGEMENT, LLC | HOUSTON | 164877 | $2.07B | 12 | 2026-05-31 | → |
| 238 | BWCP, LP | DALLAS | 305638 | $1.23B | 11 | 2026-03-31 | → |
| 239 | HOURGLASS CAPITAL, LLC | HOUSTON | 147754 | $768.9M | 6 | 2026-04-30 | → |
| 240 | TKC WEALTH MANAGEMENT LLC | DALLAS | 158498 | $138.6M | 6 | 2026-03-31 | → |
| 241 | FIRST COMMAND ADVISORY SERVICES | FORT WORTH | 281958 | $24.43B | 1,787 | 2026-06-30 | → |
| 242 | GOODMAN FINANCIAL CORPORATION | HOUSTON | 114637 | $915.9M | 26 | 2026-04-30 | → |
| 243 | CLARITY FINANCIAL, LLC | HOUSTON | 150661 | $1.84B | 16 | 2026-05-31 | → |
| 244 | BELLATORE FINANCIAL, INC. | THE WOODLANDS | 143543 | $638.7M | 3 | 2026-03-31 | → |
| 245 | AMICUS FINANCIAL ADVISORS, LLC | LUBBOCK | 131315 | $550.9M | 19 | 2026-03-31 | → |
| 246 | PMV CAPITAL ADVISERS, LLC | DALLAS | 308010 | $132.0M | 4 | 2026-03-31 | → |
| 247 | HFG WEALTH MANAGEMENT, LLC | THE WOODLANDS | 148406 | $505.6M | 6 | 2026-03-31 | → |
| 248 | MILLS WEALTH ADVISORS, LLC | SOUTHLAKE | 159251 | $548.7M | 8 | 2026-03-31 | → |
| 249 | PALOGIC VALUE MANAGEMENT, L.P. | DALLAS | 155133 | $405.5M | 5 | 2026-06-30 | → |
| 250 | MOMENTUM INDEPENDENT NETWORK INC. | DALLAS | 17587 | $1.61B | 97 | 2026-03-31 | → |
| 251 | PENN DAVIS MCFARLAND INC | DALLAS | 110417 | $1.36B | 10 | 2026-03-31 | → |
| 252 | DIAMOND CLIENT GROUP, LLC | THE WOODLANDS | 310570 | $185.8M | 11 | 2026-03-31 | → |
| 253 | FIRST DALLAS SECURITIES, INC. | DALLAS | 24549 | $335.7M | 20 | 2025-10-31 | → |
| 254 | ASSETBUILDER, INC. | ALLEN | 142665 | $812.7M | 12 | 2026-04-30 | → |
| 255 | TERRY MCDANIEL & COMPANY | AUSTIN | 104732 | $1.92B | 13 | 2026-03-31 | → |
| 256 | SUNBELT SECURITIES, INC. | HOUSTON | 42180 | $2.64B | 68 | 2026-06-30 | → |
| 257 | E & G ADVISORS, LP | HOUSTON | 130550 | $706.9M | 4 | 2026-01-31 | → |
| 258 | INTRUA FINANCIAL LLC | HOUSTON | 281554 | $1.75B | 53 | 2026-05-31 | → |
| 259 | GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES | ARLINGTON | 112248 | $909.3M | 7 | 2026-02-28 | → |
| 260 | THE RUDD COMPANY, LLC | FORT WORTH | 289276 | $250.8M | 6 | 2026-03-31 | → |
| 261 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | DALLAS | 154127 | $1.08B | 9 | 2026-05-31 | → |
| 262 | ACADEMY CAPITAL MANAGEMENT | WACO | 105008 | $1.16B | 9 | 2026-03-31 | → |
| 263 | KERCHEVILLE ADVISORS LLC | SAN ANTONIO | 169471 | $554.7M | 5 | 2026-06-30 | → |
| 264 | APEIRON RIA LLC | DALLAS | 289273 | $852.0M | 17 | 2026-05-31 | → |
| 265 | ROBERTSON INVESTMENT MANAGEMENT | HOUSTON | 115425 | $273.1M | 8 | 2026-03-31 | → |
| 266 | KMH WEALTH MANAGEMENT, LLC | VICTORIA | 111610 | $923.1M | 10 | 2026-03-31 | → |
| 267 | SYMMETRY CAPITAL ADVISORS LLC | DALLAS | 122563 | $492.7M | 5 | 2026-03-31 | → |
| 268 | SYMPHONY FINANCIAL, LTD. CO. | HOUSTON | 171816 | $1.35B | 26 | 2026-04-30 | → |
| 269 | FLOYD, BENJAMIN JOSEPH | TEXARKANA | 111576 | $213.5M | 4 | 2026-01-31 | → |
| 270 | CYPRESS POINT WEALTH MANAGEMENT, LLC | DALLAS | 143771 | $1.47B | 12 | 2026-03-31 | → |
| 271 | LGT FINANCIAL ADVISORS LLC | DALLAS | 111575 | $456.1M | 5 | 2026-03-31 | → |
| 272 | DIESSLIN GROUP, INC. | FORT WORTH | 110557 | $696.3M | 12 | 2026-03-31 | → |
| 273 | GLASS WEALTH MANAGEMENT CO., LLC | SAN ANTONIO | 114097 | $311.9M | 6 | 2026-04-30 | → |
| 274 | NFJ INVESTMENT GROUP, LLC | DALLAS | 310902 | $2.98B | 9 | 2026-03-31 | → |
| 275 | GUIDED CAPITAL WEALTH MANAGEMENT, LLC | HOUSTON | 310056 | $249.2M | 5 | 2026-05-31 | → |
| 276 | GLAZER CAPITAL MANAGEMENT, LLC | RICHARDSON | 139403 | $120.1M | 5 | 2026-06-30 | → |
| 277 | PARKWAY WEALTH MANAGEMENT GROUP, LLC | PLANO | 333971 | $1.22B | 27 | 2026-03-31 | → |
| 278 | TURTLE CREEK MANAGEMENT, LLC | DALLAS | 140212 | $4.28B | 10 | 2026-03-31 | → |
| 279 | VAQUERO PRIVATE WEALTH, LTD. | DALLAS | 305266 | $928.9M | 9 | 2026-02-28 | → |
| 280 | SVRN ASSET MANAGEMENT, LLC | AUSTIN | 222518 | $231.5M | 2 | 2026-03-31 | → |
| 281 | ACKERMAN CAPITAL ADVISORS, LLC | DALLAS | 123824 | $604.0M | 6 | 2026-03-31 | → |
| 282 | CENTRIC ADVISORS, LLC | CYPRESS | 282477 | $211.3M | 11 | 2026-04-30 | → |
| 283 | RPOA ADVISORS, INC. | PLANO | 157222 | $3.59B | 126 | 2026-04-30 | → |
| 284 | EQ WEALTH ADVISORS, LLC | DALLAS | 322294 | $617.0M | 6 | 2026-03-31 | → |
| 285 | LEE FINANCIAL COMPANY, LLC | DALLAS | 105910 | $1.68B | 39 | 2026-03-31 | → |
| 286 | GRACE CAPITAL MANAGEMENT, LLC | AUSTIN | 150054 | $108.7M | 5 | 2026-03-31 | → |
| 287 | GRANITE HARBOR ADVISORS, INC. | HOUSTON | 179523 | $642.1M | 12 | 2026-05-31 | → |
| 288 | MANSKE WEALTH MANAGEMENT, LLC | HOUSTON | 164401 | $707.3M | 13 | 2026-03-31 | → |
| 289 | BIRNAM WOOD CAPITAL, LLC | DALLAS | 269897 | $106.1M | 2 | 2026-03-31 | → |
| 290 | HUTTO RETIREMENT ADVISORS, LLC | COLLEYVILLE | 165191 | $351.1M | 3 | 2026-03-31 | → |
| 291 | PERRYMAN FINANCIAL ADVISORY, INC. | DALLAS | 107653 | $1.02B | 8 | 2026-03-31 | → |
| 292 | HILL COUNTRY RETIREMENT SOLUTIONS LLC | BOERNE | 307376 | $175.5M | 6 | 2026-02-28 | → |
| 293 | TEAM HAYS INC. | DENTON | 324992 | $156.0M | 6 | 2026-04-30 | → |
| 294 | AUSTIN WEALTH MANAGEMENT, LLC | AUSTIN | 172793 | $1.08B | 18 | 2026-03-31 | → |
| 295 | INTEGRITY ADVISORY SOLUTIONS, LLC | DALLAS | 288817 | $1.10B | 113 | 2026-06-30 | → |
| 296 | CULTIVAR CAPITAL, INC. | DENTON | 160145 | $375.1M | 3 | 2026-03-31 | → |
| 297 | COTTONWOOD VENTURES, LLC | IRVING | 322366 | $347.3M | 5 | 2026-03-31 | → |
| 298 | HAVEN WEALTH GROUP LLC | HOUSTON | 148099 | $514.8M | 11 | 2026-02-28 | → |
| 299 | CALLAHAN ADVISORS, LLC | HOUSTON | 114058 | $1.33B | 11 | 2026-03-31 | → |
| 300 | HOMAGE WEALTH GROUP LLC | HOUSTON | 340589 | $366.2M | 2 | 2026-06-30 | → |
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