Research Report · 2026-06-30
Largest Registered Investment Advisers in Texas
Texas SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
1,102
Total AUM
$4.66T
Median AUM
$464.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | KESTRA INVESTMENT MANAGEMENT, LLC. | AUSTIN | 317711 | $4.31B | 17 | 2026-06-30 | → |
| 102 | TURTLE CREEK MANAGEMENT, LLC | DALLAS | 140212 | $4.28B | 10 | 2026-03-31 | → |
| 103 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | HOUSTON | 111441 | $4.25B | 23 | 2026-03-31 | → |
| 104 | PROPHET CAPITAL ASSET MANAGEMENT LP | AUSTIN | 150683 | $4.20B | 16 | 2026-04-30 | → |
| 105 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | DALLAS | 298422 | $4.19B | 64 | 2026-06-30 | → |
| 106 | PARKWAY ADVISORS, L.P. | ABILENE | 112629 | $4.13B | 16 | 2026-03-31 | → |
| 107 | AQS ASSET MANAGEMENT, L.L.C. | AUSTIN | 131544 | $4.07B | 4 | 2026-03-31 | → |
| 108 | APEXIUM FINANCIAL LP | DALLAS | 283726 | $4.02B | 15 | 2025-10-31 | → |
| 109 | BLUESPRING WEALTH MANAGEMENT, LLC | AUSTIN | 152667 | $4.02B | 41 | 2026-06-30 | → |
| 110 | WATEROUS ENERGY FUND MANAGEMENT (US), LLC | HOUSTON | 290952 | $4.01B | 2 | 2026-03-31 | → |
| 111 | MAINSAIL MANAGEMENT COMPANY, LLC | AUSTIN | 157775 | $4.00B | 81 | 2026-04-30 | → |
| 112 | TW-IM, LLC | DALLAS | 167240 | $3.97B | 46 | 2026-06-30 | → |
| 113 | GUIDESTONE INVESTMENT SERVICES | DALLAS | 338335 | $3.91B | 28 | 2026-03-31 | → |
| 114 | S.B. VALUE PARTNERS, L.P. | SAN ANTONIO | 139162 | $3.89B | 13 | 2026-03-31 | → |
| 115 | ALAMO ADVISORS, LP | SAN ANTONIO | 122290 | $3.87B | 15 | 2026-03-31 | → |
| 116 | NEXT FINANCIAL GROUP, INC. | HOUSTON | 46214 | $3.77B | 564 | 2025-08-31 | → |
| 117 | GFS ADVISORS LLC | HOUSTON | 143110 | $3.76B | 11 | 2026-03-31 | → |
| 118 | TRANSWESTERN INVESTMENT MANAGEMENT, LLC | DALLAS | 159520 | $3.75B | 31 | 2026-03-31 | → |
| 119 | TRB WEALTH MANAGEMENT, LLC | HOUSTON | 309370 | $3.74B | 15 | 2026-03-31 | → |
| 120 | MERIT ENERGY COMPANY, LLC | DALLAS | 109310 | $3.70B | 782 | 2026-03-31 | → |
| 121 | FROST INVESTMENT SERVICES, LLC | SAN ANTONIO | 286129 | $3.67B | 177 | 2026-03-31 | → |
| 122 | REGAN CAPITAL, LLC | DALLAS | 158294 | $3.59B | 22 | 2026-03-31 | → |
| 123 | RPOA ADVISORS, INC. | PLANO | 157222 | $3.59B | 126 | 2026-04-30 | → |
| 124 | VENTURI WEALTH MANAGEMENT, LLC | AUSTIN | 169576 | $3.58B | 38 | 2026-03-31 | → |
| 125 | SYCAMORE TREE CAPITAL PARTNERS, L.P. | DALLAS | 311555 | $3.54B | 30 | 2026-03-31 | → |
| 126 | ANDROS CAPITAL PARTNERS LLC | HOUSTON | 310641 | $3.51B | 6 | 2026-03-31 | → |
| 127 | STELLUS CAPITAL MANAGEMENT, LLC | HOUSTON | 160115 | $3.51B | 36 | 2026-04-30 | → |
| 128 | ADVISOR RESOURCE COUNCIL | DALLAS | 164109 | $3.49B | 119 | 2026-03-31 | → |
| 129 | SIXTH STREET SPECIALTY LENDING ADVISERS, LLC | DALLAS | 155006 | $3.42B | 66 | 2026-03-31 | → |
| 130 | GAUGE CAPITAL LLC | SOUTHLAKE | 169890 | $3.39B | 67 | 2026-03-31 | → |
| 131 | MARBLE CAPITAL LP | HOUSTON | 285940 | $3.35B | 38 | 2026-03-31 | → |
| 132 | VWH CAPITAL MANAGEMENT, LP | DALLAS | 289128 | $3.32B | 28 | 2026-03-31 | → |
| 133 | FORMENTERA PARTNERS LP | AUSTIN | 311055 | $3.29B | 11 | 2026-03-31 | → |
| 134 | RIDGEWOOD ENERGY CORPORATION | HOUSTON | 142136 | $3.28B | 61 | 2026-03-31 | → |
| 135 | TRUST ASSET MANAGEMENT LLC | HOUSTON | 147379 | $3.21B | 10 | 2026-06-30 | → |
| 136 | GREENBELT CAPITAL MANAGEMENT L.P. | AUSTIN | 322516 | $3.19B | 25 | 2026-03-31 | → |
| 137 | KA FUND ADVISORS, LLC | HOUSTON | 141037 | $3.19B | 38 | 2026-03-31 | → |
| 138 | LION STREET ADVISORS, LLC | AUSTIN | 167610 | $3.18B | 152 | 2025-04-30 | → |
| 139 | DISRUPTIVE TECHNOLOGY ADVISERS LLC | DALLAS | 164828 | $3.12B | 16 | 2026-04-30 | → |
| 140 | EAGLE GLOBAL ADVISORS LLC | HOUSTON | 107306 | $3.10B | 24 | 2026-03-31 | → |
| 141 | PAN CAPITAL MANAGEMENT LP | HOUSTON | 336371 | $3.08B | 43 | 2026-01-31 | → |
| 142 | 1900 WEALTH MANAGEMENT LLC | SAN ANTONIO | 175346 | $3.07B | 22 | 2026-03-31 | → |
| 143 | ANSON FUNDS MANAGEMENT LP | DALLAS | 125109 | $3.05B | 4 | 2026-03-31 | → |
| 144 | PARADIGM GLOBAL INVESTORS, LLC | DALLAS | 338287 | $3.03B | 4 | 2026-03-31 | → |
| 145 | TRINITY HUNT MANAGEMENT, L.P. | DALLAS | 157410 | $2.99B | 53 | 2026-03-31 | → |
| 146 | NFJ INVESTMENT GROUP, LLC | DALLAS | 310902 | $2.98B | 9 | 2026-03-31 | → |
| 147 | SFMG, LLC. | PLANO | 107548 | $2.96B | 39 | 2026-03-31 | → |
| 148 | TPG PEP ADVISORS, LLC | FORT WORTH | 171288 | $2.95B | 9 | 2025-03-31 | → |
| 149 | CANYON PARTNERS REAL ESTATE LLC | DALLAS | 107880 | $2.91B | 198 | 2026-03-31 | → |
| 150 | LEGACY KNIGHT MFO, LLC | DALLAS | 305927 | $2.85B | 21 | 2026-05-31 | → |
| 151 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | AUSTIN | 107722 | $2.84B | 27 | 2026-02-28 | → |
| 152 | BOWIE CAPITAL MANAGEMENT, LLC | RICHARDSON | 171023 | $2.81B | 10 | 2026-04-30 | → |
| 153 | FIRST ENDOWMENT DEVELOPMENT CORP | HOUSTON | 105335 | $2.80B | 16 | 2026-05-31 | → |
| 154 | NEXPOINT ASSET MANAGEMENT, L.P. | DALLAS | 149653 | $2.76B | 6 | 2026-03-31 | → |
| 155 | TURTLE CREEK WEALTH ADVISORS, LLC | DALLAS | 322998 | $2.76B | 26 | 2026-06-30 | → |
| 156 | MCP MANAGEMENT, LP | AUSTIN | 324518 | $2.70B | 8 | 2026-05-31 | → |
| 157 | MULTICOIN CAPITAL MANAGEMENT, LLC | AUSTIN | 297302 | $2.69B | 22 | 2026-03-31 | → |
| 158 | CHILTON CAPITAL MANAGEMENT LLC | HOUSTON | 104592 | $2.67B | 32 | 2026-03-31 | → |
| 159 | TITLEIST ASSET MANAGEMENT, LLC | SAN ANTONIO | 323567 | $2.66B | 41 | 2026-06-30 | → |
| 160 | TRANSPOSE PLATFORM MANAGEMENT, LLC | HOUSTON | 287674 | $2.65B | 23 | 2026-03-31 | → |
| 161 | SUNBELT SECURITIES, INC. | HOUSTON | 42180 | $2.64B | 68 | 2026-06-30 | → |
| 162 | NORTH HUDSON RESOURCE PARTNERS LP | HOUSTON | 297155 | $2.58B | 8 | 2026-03-31 | → |
| 163 | ICON WEALTH ADVISORS, LLC | HOUSTON | 319609 | $2.58B | 22 | 2026-04-30 | → |
| 164 | KENSINGTON ASSET MANAGEMENT, LLC | AUSTIN | 309780 | $2.56B | 17 | 2026-03-31 | → |
| 165 | HILLTOP SECURITIES INC. | DALLAS | 6220 | $2.51B | 92 | 2026-03-31 | → |
| 166 | SERVE CAPITAL PARTNERS, LLC | AUSTIN | 284027 | $2.50B | 8 | 2026-05-31 | → |
| 167 | SILVER HILL ENERGY PARTNERS, LP | DALLAS | 307537 | $2.49B | 49 | 2026-03-31 | → |
| 168 | WARWICK INVESTMENT MANAGEMENT, INC. | BRYAN | 105951 | $2.48B | 9 | 2026-06-30 | → |
| 169 | OXBOW ADVISORS, LLC | AUSTIN | 156393 | $2.46B | 13 | 2026-06-30 | → |
| 170 | PERMIAN INVESTMENT PARTNERS, LP | DALLAS | 156893 | $2.43B | 12 | 2026-03-31 | → |
| 171 | THE MILESTONE REAL ESTATE GROUP, LP | DALLAS | 161957 | $2.43B | 33 | 2026-04-30 | → |
| 172 | PACELINE EQUITY PARTNERS, LLC | DALLAS | 307683 | $2.43B | 40 | 2026-03-31 | → |
| 173 | REQUISITE CAPITAL MANAGEMENT LLC | DALLAS | 283107 | $2.43B | 11 | 2026-03-31 | → |
| 174 | SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC | HOUSTON | 106933 | $2.41B | 26 | 2026-05-31 | → |
| 175 | SCF PARTNERS, INC. | HOUSTON | 107599 | $2.38B | 23 | 2026-06-30 | → |
| 176 | STRIVE ASSET MANAGEMENT, LLC | DALLAS | 322039 | $2.38B | 33 | 2026-06-30 | → |
| 177 | EOC PARTNERS ADVISORS L.P. | HOUSTON | 321653 | $2.37B | 7 | 2026-03-31 | → |
| 178 | KA CREDIT ADVISORS, LLC | HOUSTON | 306753 | $2.29B | 64 | 2026-03-31 | → |
| 179 | ARROYO ENERGY INVESTMENT PARTNERS LLC | SPRING | 173735 | $2.28B | 20 | 2026-03-31 | → |
| 180 | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | DALLAS | 107238 | $2.27B | 19 | 2026-03-31 | → |
| 181 | SATHER FINANCIAL GROUP, INC. | VICTORIA | 109344 | $2.27B | 9 | 2026-01-31 | → |
| 182 | WATERLOO CAPITAL, L.P. | AUSTIN | 133705 | $2.26B | 64 | 2026-06-30 | → |
| 183 | EIV CAPITAL, LLC | HOUSTON | 169111 | $2.23B | 44 | 2026-03-31 | → |
| 184 | SMITH GROUP ASSET MANAGEMENT, LLC | DALLAS | 313265 | $2.21B | 14 | 2026-03-31 | → |
| 185 | CR GROUP L.P. | HOUSTON | 132967 | $2.21B | 21 | 2026-03-31 | → |
| 186 | OREI ADVISORS LP | AUSTIN | 284241 | $2.18B | 41 | 2026-03-31 | → |
| 187 | SAGEFIELD INVESTMENT GROUP LP | DALLAS | 312019 | $2.17B | 10 | 2026-03-31 | → |
| 188 | MERIDIEM CAPITAL PARTNERS LP | DALLAS | 318498 | $2.15B | 16 | 2026-03-31 | → |
| 189 | ROOT FINANCIAL PARTNERS, LLC | AUSTIN | 290289 | $2.15B | 65 | 2026-06-30 | → |
| 190 | ASCENTIS INDEPENDENT ADVISORS, LLC | DALLAS | 322879 | $2.09B | 43 | 2026-06-30 | → |
| 191 | ADELL HARRIMAN & CARPENTER INC | HOUSTON | 107488 | $2.09B | 13 | 2026-03-31 | → |
| 192 | RIVER CANYON FUND MANAGEMENT LLC | DALLAS | 169465 | $2.08B | 161 | 2026-03-31 | → |
| 193 | SEGMENT WEALTH MANAGEMENT, LLC | HOUSTON | 164877 | $2.07B | 12 | 2026-05-31 | → |
| 194 | ESSEX WOODLANDS MANAGEMENT, INC. | THE WOODLANDS | 158263 | $2.06B | 13 | 2026-05-31 | → |
| 195 | APPLIED FINANCE ADVISORS, LLC | SAN ANTONIO | 140054 | $2.05B | 6 | 2026-03-31 | → |
| 196 | INSCRIPTION CAPITAL, LLC | HOUSTON | 291780 | $2.05B | 20 | 2026-03-31 | → |
| 197 | CRESTA FUND MANAGEMENT LLC | DALLAS | 288079 | $2.04B | 16 | 2026-03-31 | → |
| 198 | 8 KNOTS MANAGEMENT, LLC | DALLAS | 305473 | $2.03B | 3 | 2026-03-31 | → |
| 199 | SMITH ANGLIN FINANCIAL, LLC | DALLAS | 144386 | $2.01B | 16 | 2025-05-31 | → |
| 200 | CORDA INVESTMENT MANAGEMENT, LLC | HOUSTON | 108046 | $2.00B | 32 | 2026-02-28 | → |
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