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 | |
|---|---|---|---|---|---|---|---|
| 201 | BALEFIRE, LLC | DALLAS | 168733 | $1.99B | 38 | 2026-03-31 | → |
| 202 | SOLE SOURCE CAPITAL LLC | DALLAS | 290032 | $1.98B | 34 | 2026-03-31 | → |
| 203 | CENTEROAK ADVISER, L.P. | DALLAS | 175156 | $1.98B | 20 | 2026-03-31 | → |
| 204 | FIC PARTNERS MANAGEMENT, LP | HOUSTON | 282788 | $1.97B | 8 | 2026-04-30 | → |
| 205 | GUIDESTONE ADVISORS, LLC | DALLAS | 149624 | $1.96B | 34 | 2026-03-31 | → |
| 206 | VOSS CAPITAL, LP | HOUSTON | 158929 | $1.94B | 11 | 2026-03-31 | → |
| 207 | ELDA RIVER CAPITAL MANAGEMENT, LLC | HOUSTON | 326859 | $1.94B | 15 | 2026-03-31 | → |
| 208 | CFO4LIFE GROUP, LLC | COPPELL | 287600 | $1.94B | 22 | 2026-06-30 | → |
| 209 | NEXPOINT REAL ESTATE ADVISORS VII, L.P. | DALLAS | 305956 | $1.93B | 2 | 2026-03-31 | → |
| 210 | TERRY MCDANIEL & COMPANY | AUSTIN | 104732 | $1.92B | 13 | 2026-03-31 | → |
| 211 | KILDARE PARTNERS US, LLC | WESTLAKE | 167984 | $1.91B | 40 | 2026-03-31 | → |
| 212 | AUSTIN ASSET MANAGEMENT CO | AUSTIN | 105441 | $1.87B | 21 | 2026-02-28 | → |
| 213 | SCOUT ENERGY MANAGEMENT LLC | DALLAS | 161832 | $1.86B | 1,113 | 2026-05-31 | → |
| 214 | TRITIUM PARTNERS LLC | AUSTIN | 173132 | $1.86B | 28 | 2026-05-31 | → |
| 215 | CONDIRE MANAGEMENT, LP | DALLAS | 311762 | $1.86B | 11 | 2026-03-31 | → |
| 216 | WILLIS JOHNSON & ASSOCIATES, INC. | HOUSTON | 119759 | $1.85B | 41 | 2026-04-30 | → |
| 217 | CLARITY FINANCIAL, LLC | HOUSTON | 150661 | $1.84B | 16 | 2026-05-31 | → |
| 218 | D2 ASSET MANAGEMENT, LP | DALLAS | 331542 | $1.83B | 34 | 2026-05-31 | → |
| 219 | VIEW CAPITAL RIA, LP | DALLAS | 130678 | $1.82B | 18 | 2026-03-31 | → |
| 220 | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | HOUSTON | 105643 | $1.81B | 21 | 2026-06-30 | → |
| 221 | ONE WAY HOLDINGS LLC | FLOWER MOUND | 315934 | $1.81B | 38 | 2026-03-31 | → |
| 222 | KAINOS CAPITAL LP | DALLAS | 165607 | $1.81B | 25 | 2026-04-30 | → |
| 223 | HOISINGTON INVESTMENT MANAGEMENT CO | AUSTIN | 107710 | $1.79B | 9 | 2026-03-31 | → |
| 224 | HEALTHQUEST CAPITAL MANAGEMENT, L.P. | AUSTIN | 296583 | $1.78B | 28 | 2026-03-31 | → |
| 225 | CUSHING ASSET MANAGEMENT, LP | DALLAS | 131517 | $1.75B | 10 | 2026-03-31 | → |
| 226 | INTRUA FINANCIAL LLC | HOUSTON | 281554 | $1.75B | 53 | 2026-05-31 | → |
| 227 | SWIFT CREEK REAL ESTATE PARTNERS LLC | DALLAS | 329614 | $1.74B | 13 | 2026-06-30 | → |
| 228 | MERIDIAN WEALTH ADVISORS, LLC | AUSTIN | 282609 | $1.74B | 12 | 2026-04-30 | → |
| 229 | MSC ADVISER I, LLC | HOUSTON | 169939 | $1.73B | 116 | 2026-03-31 | → |
| 230 | STAFFORD CAPITAL PARTNERS INC. | AUSTIN | 171419 | $1.72B | 15 | 2025-09-30 | → |
| 231 | LEE FINANCIAL COMPANY, LLC | DALLAS | 105910 | $1.68B | 39 | 2026-03-31 | → |
| 232 | TRACE CAPITAL MANAGEMENT LP | HOUSTON | 322094 | $1.68B | 16 | 2026-03-31 | → |
| 233 | ADAR1 CAPITAL MANAGEMENT, LLC | AUSTIN | 299694 | $1.68B | 11 | 2026-03-31 | → |
| 234 | TAILWIND ADVISORS, LLC | FORT WORTH | 150081 | $1.67B | 12 | 2026-03-31 | → |
| 235 | PICKERING ENERGY PARTNERS LP | HOUSTON | 302116 | $1.66B | 51 | 2026-05-31 | → |
| 236 | QUATTRO FINANCIAL ADVISORS LLC | THE WOODLANDS | 284852 | $1.66B | 3 | 2026-03-31 | → |
| 237 | ISC ADVISORS, INC. | DALLAS | 166586 | $1.62B | 30 | 2026-03-31 | → |
| 238 | SATORI CAPITAL, LLC | DALLAS | 161829 | $1.61B | 33 | 2026-06-30 | → |
| 239 | MOMENTUM INDEPENDENT NETWORK INC. | DALLAS | 17587 | $1.61B | 97 | 2026-03-31 | → |
| 240 | TANGLEWOOD WEALTH MANAGEMENT, INC. | HOUSTON | 107639 | $1.59B | 14 | 2026-03-31 | → |
| 241 | DURATION ASSET MANAGEMENT, LLC | DALLAS | 298651 | $1.58B | 3 | 2026-03-31 | → |
| 242 | TYCHE WEALTH PARTNERS LLC | PLANO | 326006 | $1.57B | 17 | 2026-06-30 | → |
| 243 | PER STIRLING CAPITAL MANAGEMENT, LLC | AUSTIN | 151671 | $1.57B | 30 | 2026-03-31 | → |
| 244 | ANNANDALE CAPITAL, LLC | DALLAS | 136667 | $1.55B | 5 | 2026-03-31 | → |
| 245 | YCG, LLC | AUSTIN | 145769 | $1.54B | 9 | 2026-03-31 | → |
| 246 | GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC | DALLAS | 160830 | $1.54B | 4 | 2026-03-31 | → |
| 247 | KINGS PATH PARTNERS LLC | SUGAR LAND | 269876 | $1.53B | 8 | 2026-02-28 | → |
| 248 | CAPITAL CREEK PARTNERS, LLC | AUSTIN | 301211 | $1.52B | 24 | 2026-03-31 | → |
| 249 | ANCIENT ART, L.P. | AUSTIN | 141112 | $1.50B | 11 | 2026-03-31 | → |
| 250 | WALLACE CAPITAL MANAGEMENT, INC. | DALLAS | 119174 | $1.49B | 7 | 2026-03-31 | → |
| 251 | RANGER INVESTMENT MANAGEMENT,L.P. | DALLAS | 124414 | $1.48B | 15 | 2026-03-31 | → |
| 252 | CYPRESS POINT WEALTH MANAGEMENT, LLC | DALLAS | 143771 | $1.47B | 12 | 2026-03-31 | → |
| 253 | TWIN TREE MANAGEMENT, LP | DALLAS | 149548 | $1.46B | 8 | 2026-03-31 | → |
| 254 | FINSER INVESTMENT ADVISOR | SAN ANTONIO | 142570 | $1.42B | 1 | 2025-08-31 | → |
| 255 | CHAMBERS ENERGY MANAGEMENT, LP | HOUSTON | 155906 | $1.41B | 6 | 2026-03-31 | → |
| 256 | HUDSON WAY CAPITAL MANAGEMENT, LLC | DALLAS | 172400 | $1.40B | 10 | 2026-03-31 | → |
| 257 | 49 WEALTH MANAGEMENT, LLC | AUSTIN | 319484 | $1.40B | 167 | 2026-03-31 | → |
| 258 | HOWARD FINANCIAL SERVICES, LTD. | DALLAS | 107978 | $1.40B | 24 | 2026-06-30 | → |
| 259 | ALTERNA WEALTH MANAGEMENT, INC. | HOUSTON | 146153 | $1.40B | 55 | 2026-03-31 | → |
| 260 | DOUBLE EAGLE FAMILY OFFICES, LLC | FORT WORTH | 315523 | $1.40B | 6 | 2026-06-30 | → |
| 261 | RECURRENT INVESTMENT ADVISORS LLC | HOUSTON | 288694 | $1.38B | 6 | 2026-03-31 | → |
| 262 | LEVEL FOUR CAPITAL MANAGEMENT | DALLAS | 304792 | $1.38B | 9 | 2026-03-31 | → |
| 263 | ALPHAENGINE GLOBAL INVESTMENT SOLUTIONS LLC | PLANO | 143002 | $1.37B | 4 | 2025-02-28 | → |
| 264 | MOUNTAIN CAPITAL MANAGEMENT, LLC | HOUSTON | 281465 | $1.37B | 8 | 2026-03-31 | → |
| 265 | BH CREDIT MANAGEMENT LLC | DALLAS | 317505 | $1.37B | 55 | 2026-03-31 | → |
| 266 | ROOSEVELT CAPITAL MANAGEMENT LLC | DALLAS | 283217 | $1.37B | 2 | 2026-03-31 | → |
| 267 | PENN DAVIS MCFARLAND INC | DALLAS | 110417 | $1.36B | 10 | 2026-03-31 | → |
| 268 | WEATHERGAGE CAPITAL, LLC | AUSTIN | 156612 | $1.36B | 4 | 2026-03-31 | → |
| 269 | CITATION CAPITAL MANAGEMENT, LLC | DALLAS | 326828 | $1.36B | 14 | 2026-03-31 | → |
| 270 | SYMPHONY FINANCIAL, LTD. CO. | HOUSTON | 171816 | $1.35B | 26 | 2026-04-30 | → |
| 271 | QUADCAP WEALTH MANAGEMENT, LLC | FRISCO | 151490 | $1.34B | 23 | 2026-03-31 | → |
| 272 | FINANCIAL MANAGEMENT PROFESSIONALS INC | AUSTIN | 110270 | $1.34B | 14 | 2026-03-31 | → |
| 273 | VICTORY FINANCIAL GROUP LLC | AUSTIN | 324943 | $1.34B | 47 | 2026-06-30 | → |
| 274 | AIP MANAGEMENT LP | HOUSTON | 322494 | $1.33B | 12 | 2026-03-31 | → |
| 275 | CALLAHAN ADVISORS, LLC | HOUSTON | 114058 | $1.33B | 11 | 2026-03-31 | → |
| 276 | U.S. GLOBAL INVESTORS, INC. | SAN ANTONIO | 111097 | $1.32B | 22 | 2026-02-28 | → |
| 277 | BEACON RETIREMENT PLANNING SERVICES INC. | DALLAS | 110038 | $1.30B | 18 | 2026-03-31 | → |
| 278 | STANSBERRY ASSET MANAGEMENT, LLC | WESTLAKE | 282103 | $1.29B | 34 | 2026-06-30 | → |
| 279 | TRIGATE MANAGEMENT LLC | DALLAS | 158083 | $1.28B | 20 | 2026-02-28 | → |
| 280 | BARES CAPITAL MANAGEMENT, INC. | AUSTIN | 114428 | $1.26B | 9 | 2025-06-30 | → |
| 281 | BLUE SAGE SERVICES, L.P. | AUSTIN | 297282 | $1.26B | 16 | 2026-05-31 | → |
| 282 | WEBS CREEK CAPITAL MANAGEMENT LP | DALLAS | 301259 | $1.25B | 9 | 2026-04-30 | → |
| 283 | AMBERJACK CAPITAL PARTNERS, L.P. | HOUSTON | 161464 | $1.25B | 12 | 2026-04-30 | → |
| 284 | HODGES CAPITAL MANAGEMENT INC | DALLAS | 110080 | $1.24B | 20 | 2025-10-31 | → |
| 285 | FWL INVESTMENT MANAGEMENT, LLC | DALLAS | 174119 | $1.24B | 7 | 2026-03-31 | → |
| 286 | BWCP, LP | DALLAS | 305638 | $1.23B | 11 | 2026-03-31 | → |
| 287 | PCIM REALTY ADVISORS, LLC | ADDISON | 313281 | $1.22B | 19 | 2026-03-31 | → |
| 288 | PARKWAY WEALTH MANAGEMENT GROUP, LLC | PLANO | 333971 | $1.22B | 27 | 2026-03-31 | → |
| 289 | CHILDRESS CAPITAL ADVISORS, LLC | HOUSTON | 310277 | $1.21B | 9 | 2026-04-30 | → |
| 290 | AUTUMN LANE ADVISORS, LLC | HOUSTON | 173624 | $1.20B | 7 | 2026-02-28 | → |
| 291 | CROSSMARK WEALTH MANAGEMENT, LLC | HOUSTON | 289004 | $1.19B | 6 | 2026-06-30 | → |
| 292 | WPWEALTH LLP | FORT WORTH | 145467 | $1.17B | 14 | 2026-06-30 | → |
| 293 | THE CAPSTREET GROUP, LLC | HOUSTON | 159690 | $1.16B | 24 | 2026-04-30 | → |
| 294 | SAROFIM REALTY ADVISORS LLC | HOUSTON | 106931 | $1.16B | 7 | 2026-05-31 | → |
| 295 | ACADEMY CAPITAL MANAGEMENT | WACO | 105008 | $1.16B | 9 | 2026-03-31 | → |
| 296 | ARKOS GLOBAL ADVISORS, LLC | HOUSTON | 287466 | $1.15B | 17 | 2026-05-31 | → |
| 297 | VIRTUS REAL ESTATE LLC | AUSTIN | 164146 | $1.14B | 41 | 2026-06-30 | → |
| 298 | OAK HARVEST INVESTMENT SERVICES, LLC | HOUSTON | 173293 | $1.14B | 44 | 2026-04-30 | → |
| 299 | HM INTERNATIONAL L.L.C. | AUSTIN | 321885 | $1.13B | 8 | 2026-03-31 | → |
| 300 | INSIGHT WEALTH PARTNERS, LLC | PLANO | 153635 | $1.12B | 16 | 2026-03-31 | → |
Related Lists
Sleeve1,102 firms · 2026-06-30