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 | |
|---|---|---|---|---|---|---|---|
| 301 | RHAME & GORRELL WEALTH MANAGEMENT, LLC | THE WOODLANDS | 283027 | $1.11B | 27 | 2026-03-31 | → |
| 302 | THE CLARUS GROUP, INC. | HOUSTON | 310163 | $1.10B | 14 | 2026-05-31 | → |
| 303 | INTEGRITY ADVISORY SOLUTIONS, LLC | DALLAS | 288817 | $1.10B | 113 | 2026-06-30 | → |
| 304 | FUSION INVESTMENT ADVISORS LLC | DALLAS | 156549 | $1.10B | 87 | 2026-03-31 | → |
| 305 | ENCLAVE ADVISORS, LLC | AUSTIN | 165205 | $1.10B | 6 | 2026-04-30 | → |
| 306 | NEXPOINT REAL ESTATE ADVISORS X, L.P. | DALLAS | 317203 | $1.10B | 2 | 2026-03-31 | → |
| 307 | PRESIDIO INVESTORS LLC | AUSTIN | 160841 | $1.09B | 13 | 2026-03-31 | → |
| 308 | HOLT CAPITAL ADVISORS, L.L.C. | FORT WORTH | 117863 | $1.09B | 6 | 2026-05-31 | → |
| 309 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | DALLAS | 154127 | $1.08B | 9 | 2026-05-31 | → |
| 310 | AUSTIN WEALTH MANAGEMENT, LLC | AUSTIN | 172793 | $1.08B | 18 | 2026-03-31 | → |
| 311 | AVIDITY PARTNERS MANAGEMENT LP | DALLAS | 304628 | $1.06B | 9 | 2026-03-31 | → |
| 312 | BSIP SLP GP, LLC | FRISCO | 298964 | $1.06B | 20 | 2026-06-30 | → |
| 313 | SEQUENT ASSET MANAGEMENT, LLC | HOUSTON | 148194 | $1.06B | 3 | 2026-04-30 | → |
| 314 | BAYOU CITY ENERGY MANAGEMENT LLC | HOUSTON | 283269 | $1.05B | 9 | 2026-03-31 | → |
| 315 | PARAGON ADVISORS, L.L.C. | COLLEGE STATION | 143721 | $1.05B | 17 | 2026-06-30 | → |
| 316 | BIGLARI CAPITAL LLC | SAN ANTONIO | 115197 | $1.04B | 4 | 2026-03-31 | → |
| 317 | ESP INVESTMENT ADVISORS LLC | DALLAS | 298553 | $1.04B | 16 | 2026-03-31 | → |
| 318 | ROGERS WEALTH GROUP, INC. | FORT WORTH | 107409 | $1.04B | 21 | 2026-03-31 | → |
| 319 | PROSIGHT MANAGEMENT, LP | DALLAS | 148791 | $1.04B | 5 | 2026-03-31 | → |
| 320 | PERRYMAN FINANCIAL ADVISORY, INC. | DALLAS | 107653 | $1.02B | 8 | 2026-03-31 | → |
| 321 | SOUNDWATCH CAPITAL, LLC | DALLAS | 173151 | $1.02B | 5 | 2026-05-31 | → |
| 322 | EDGE NATURAL RESOURCES LLC | DALLAS | 230787 | $1.02B | 14 | 2026-03-31 | → |
| 323 | ENERVEST INVESTMENT SERVICES, L.L.C. | HOUSTON | 297181 | $1.01B | 316 | 2026-05-31 | → |
| 324 | TEAMWORK FINANCIAL ADVISORS, LLC | SAN ANTONIO | 165237 | $1.01B | 29 | 2026-05-31 | → |
| 325 | BRIGHAM MANAGEMENT, LLC | AUSTIN | 300627 | $1.01B | 39 | 2026-03-31 | → |
| 326 | RENOVO CAPITAL, LLC | DALLAS | 164144 | $1.01B | 14 | 2026-03-31 | → |
| 327 | DAYBREAK FUND ADVISORS LLC | HOUSTON | 163267 | $1.01B | 29 | 2026-05-31 | → |
| 328 | AVION WEALTH, LLC | THE WOODLANDS | 134242 | $984.6M | 15 | 2026-05-31 | → |
| 329 | GARRETT WEALTH ADVISORY GROUP, LLC | WEATHERFORD | 173563 | $969.8M | 20 | 2026-03-31 | → |
| 330 | REVIVAL HEALTHCARE CAPITAL LLC | AUSTIN | 315069 | $964.3M | 12 | 2026-03-31 | → |
| 331 | INTELLIGENT WEALTH SOLUTIONS LLC | AUSTIN | 300403 | $961.0M | 6 | 2026-03-31 | → |
| 332 | WHITE DEER MANAGEMENT LLC | HOUSTON | 161361 | $960.8M | 9 | 2026-03-31 | → |
| 333 | MILITIA CAPITAL MANAGEMENT, LLC | AUSTIN | 335763 | $958.6M | 7 | 2026-05-31 | → |
| 334 | MARGOLIS BRADY RAGHAVAN FINANCIAL, INC. | HOUSTON | 168333 | $956.4M | 10 | 2026-03-31 | → |
| 335 | ARVIN CAPITAL MANAGEMENT LP | AUSTIN | 315672 | $953.4M | 7 | 2026-03-31 | → |
| 336 | PETROCAP, LLC | DALLAS | 169688 | $949.1M | 15 | 2026-03-31 | → |
| 337 | DISCIPLINED INVESTORS, L.L.C. | WACO | 114614 | $941.6M | 8 | 2026-03-31 | → |
| 338 | ASCENSION CAPITAL ADVISORS, INC. | HOUSTON | 109518 | $938.5M | 10 | 2026-06-30 | → |
| 339 | DALAL STREET, LLC | WEST LAKE HILLS | 161471 | $936.3M | 3 | 2026-03-31 | → |
| 340 | ARA GC PARTNERS, LLC | HOUSTON | 334354 | $935.9M | 23 | 2026-04-30 | → |
| 341 | VAQUERO PRIVATE WEALTH, LTD. | DALLAS | 305266 | $928.9M | 9 | 2026-02-28 | → |
| 342 | STRATEGIC FINANCIAL CONCEPTS, LLC | SAN ANTONIO | 141849 | $927.7M | 41 | 2026-06-30 | → |
| 343 | LAVACA CAPITAL, LLC | HOUSTON | 167238 | $927.1M | 4 | 2026-03-31 | → |
| 344 | B&D WHITE CAPITAL COMPANY, LLC | LAKEWAY | 173822 | $925.2M | 7 | 2026-03-31 | → |
| 345 | KMH WEALTH MANAGEMENT, LLC | VICTORIA | 111610 | $923.1M | 10 | 2026-03-31 | → |
| 346 | GOODMAN FINANCIAL CORPORATION | HOUSTON | 114637 | $915.9M | 26 | 2026-04-30 | → |
| 347 | CHRISTOPHER & CO., LLC | AUSTIN | 325504 | $913.8M | 8 | 2026-03-31 | → |
| 348 | BRAEMONT CAPITAL MANAGEMENT LLC | DALLAS | 314704 | $913.0M | 17 | 2026-03-31 | → |
| 349 | BRIAUD FINANCIAL PLANNING INC | COLLEGE STATION | 105638 | $912.8M | 16 | 2026-05-31 | → |
| 350 | BROOKMONT CAPITAL MANAGEMENT, LLC | DALLAS | 145475 | $910.5M | 4 | 2026-03-31 | → |
| 351 | GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES | ARLINGTON | 112248 | $909.3M | 7 | 2026-02-28 | → |
| 352 | RICHARD P. SLAUGHTER ASSOCIATES, INC. | AUSTIN | 109080 | $905.2M | 14 | 2026-03-31 | → |
| 353 | DISTRIBUTED GLOBAL MANAGER LP | AUSTIN | 309673 | $902.7M | 12 | 2026-04-30 | → |
| 354 | RIATA CAPITAL GROUP, LLC | DALLAS | 289948 | $901.1M | 19 | 2026-03-31 | → |
| 355 | GEC ADVISORS LLC | HOUSTON | 161472 | $892.1M | 5 | 2026-04-30 | → |
| 356 | COMMERCE STREET INVESTMENT ADVISOR, LLC | DALLAS | 144278 | $891.3M | 14 | 2026-03-31 | → |
| 357 | LWO LLC | DALLAS | 282281 | $890.8M | 23 | 2026-05-31 | → |
| 358 | BLUESCAPE ENERGY PARTNERS LLC | DALLAS | 283812 | $890.4M | 9 | 2026-03-31 | → |
| 359 | ERGUZ, LLC | THE WOODLANDS | 168009 | $889.0M | 1 | 2026-03-31 | → |
| 360 | STRATA WEALTH ADVISORS, LLC | DALLAS | 285973 | $886.1M | 14 | 2026-04-30 | → |
| 361 | INSIGHT EQUITY MANAGEMENT COMPANY LLC | SOUTHLAKE | 157092 | $885.9M | 21 | 2026-03-31 | → |
| 362 | CFM WEALTH PARTNERS LLC | AUSTIN | 305135 | $885.8M | 3 | 2026-03-31 | → |
| 363 | ROBERT HARRELL INCORPORATED | AUSTIN | 106191 | $885.3M | 5 | 2026-03-31 | → |
| 364 | OPTAS, LLC | DRIPPING SPRINGS | 299965 | $881.9M | 9 | 2026-03-31 | → |
| 365 | ROSCOMMON ANALYTICS LLC | HOUSTON | 332346 | $880.6M | 95 | 2026-03-31 | → |
| 366 | ALONGSIDE, LLC | AUSTIN | 333587 | $878.6M | 3 | 2026-06-30 | → |
| 367 | B&T CAPITAL MANAGEMENT, INCORPORATED | AUSTIN | 121703 | $871.4M | 9 | 2026-03-31 | → |
| 368 | PINE VALLEY CAPITAL PARTNERS LLC | AUSTIN | 330556 | $869.6M | 10 | 2026-03-31 | → |
| 369 | PROBITY ADVISORS, INC. | DALLAS | 121849 | $859.4M | 9 | 2026-03-31 | → |
| 370 | GREY ROCK MANAGEMENT PARTNERS IV, LLC | DALLAS | 317664 | $856.7M | 29 | 2026-03-31 | → |
| 371 | CPMG, INC. | DALLAS | 131417 | $855.8M | 7 | 2026-03-31 | → |
| 372 | APEIRON RIA LLC | DALLAS | 289273 | $852.0M | 17 | 2026-05-31 | → |
| 373 | ADAMS ASSET ADVISORS LLC | DALLAS | 120573 | $839.4M | 4 | 2026-01-31 | → |
| 374 | IRONARC MANAGEMENT, LLC | AUSTIN | 336462 | $834.1M | 8 | 2026-03-31 | → |
| 375 | OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC | HOUSTON | 323024 | $831.4M | 35 | 2026-05-31 | → |
| 376 | CENTERGATE CAPITAL, L.P. | AUSTIN | 281685 | $828.3M | 29 | 2026-03-31 | → |
| 377 | MADDEN SECURITIES CORPORATION | DALLAS | 18389 | $826.0M | 3 | 2026-06-30 | → |
| 378 | PLATFORM PARTNERS LLC | HOUSTON | 286532 | $824.8M | 22 | 2026-06-30 | → |
| 379 | HIGHCREST CAPITAL, LLC | FREDERICKSBURG | 291007 | $823.7M | 20 | 2026-05-31 | → |
| 380 | NEXANNUITY ASSET MANAGEMENT, L.P. | DALLAS | 309748 | $823.4M | 4 | 2026-05-31 | → |
| 381 | ALTA FOX CAPITAL MANAGEMENT, LLC | FORT WORTH | 295816 | $821.4M | 8 | 2026-03-31 | → |
| 382 | ASSETBUILDER, INC. | ALLEN | 142665 | $812.7M | 12 | 2026-04-30 | → |
| 383 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | HOUSTON | 114465 | $811.5M | 9 | 2026-03-31 | → |
| 384 | TANGLEWOOD LEGACY ADVISORS, LLC | HOUSTON | 127289 | $809.0M | 9 | 2026-03-31 | → |
| 385 | NOKOMIS CAPITAL, L.L.C. | DALLAS | 145627 | $804.2M | 5 | 2026-03-31 | → |
| 386 | MOSS, LUSE & WOMBLE, LLC | PLANO | 152841 | $803.2M | 42 | 2026-03-31 | → |
| 387 | CLEAR TRAIL ADVISORS, LLC | HOUSTON | 337595 | $803.1M | 7 | 2026-02-28 | → |
| 388 | ELSEWHERE PARTNERS, LLC | AUSTIN | 293959 | $803.0M | 22 | 2026-05-31 | → |
| 389 | HARRIS PRESTON & PARTNERS, LLC | AUSTIN | 160068 | $799.2M | 15 | 2026-03-31 | → |
| 390 | SATURN V CAPITAL MANAGEMENT LP | AUSTIN | 316649 | $793.2M | 6 | 2026-04-30 | → |
| 391 | SOFTVEST ADVISORS, LLC | ABILENE | 300084 | $788.2M | 7 | 2026-03-31 | → |
| 392 | CRESTA ADVISORS, LTD. | LAREDO | 169641 | $786.0M | 12 | 2026-03-31 | → |
| 393 | PIN OAK INVESTMENT ADVISORS INC | HOUSTON | 105550 | $784.8M | 12 | 2026-04-30 | → |
| 394 | ORG PARTNERS LLC | DALLAS | 312728 | $772.6M | 24 | 2025-08-31 | → |
| 395 | HOURGLASS CAPITAL, LLC | HOUSTON | 147754 | $768.9M | 6 | 2026-04-30 | → |
| 396 | URBAN FUND MANAGEMENT, LLC | PLANO | 167491 | $767.8M | 67 | 2026-05-31 | → |
| 397 | PARATUS FINANCIAL, INC. | DALLAS | 133361 | $757.4M | 8 | 2026-03-31 | → |
| 398 | WESTWOOD ADVISORS, L.L.C | DALLAS | 132162 | $749.5M | 62 | 2026-04-30 | → |
| 399 | AUTUMN GLORY PARTNERS, LLC | DALLAS | 288250 | $747.6M | 2 | 2026-03-31 | → |
| 400 | PAX FINANCIAL GROUP, LLC | SAN ANTONIO | 284164 | $747.1M | 22 | 2026-06-30 | → |
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