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 | |
|---|---|---|---|---|---|---|---|
| 401 | CROSSPLANE CAPITAL MANAGEMENT, LP | DALLAS | 300646 | $736.2M | 19 | 2026-03-31 | → |
| 402 | THOMIST CAPITAL MANAGEMENT, LP | HOUSTON | 299815 | $736.2M | 10 | 2026-03-31 | → |
| 403 | SERVICE ACADEMY CAPITAL MANAGEMENT LLC | DALLAS | 226628 | $734.0M | 7 | 2026-01-31 | → |
| 404 | VIRTUS FAMILY OFFICE, LLC | EL PASO | 298272 | $726.9M | 5 | 2026-03-31 | → |
| 405 | HADDINGTON VENTURES, LLC | HOUSTON | 158231 | $726.4M | 9 | 2026-03-31 | → |
| 406 | WEALTHSTAR ADVISORS, LLC | PLANO | 164957 | $723.6M | 8 | 2026-03-31 | → |
| 407 | DOLIVER ADVISORS, L.P. | HOUSTON | 106247 | $718.4M | 8 | 2026-06-30 | → |
| 408 | MAIN STREET RETIREMENT PLANNING, LLC | COPPELL | 313051 | $716.6M | 3 | 2026-03-31 | → |
| 409 | FULLER WEALTH MANAGEMENT, LLC | DALLAS | 281767 | $707.8M | 9 | 2025-01-31 | → |
| 410 | MANSKE WEALTH MANAGEMENT, LLC | HOUSTON | 164401 | $707.3M | 13 | 2026-03-31 | → |
| 411 | CORRIGO INVESTMENT PARTNERS, LLC | AUSTIN | 293620 | $707.2M | 6 | 2026-03-31 | → |
| 412 | E & G ADVISORS, LP | HOUSTON | 130550 | $706.9M | 4 | 2026-01-31 | → |
| 413 | LATTICEWORK CAPITAL MANAGEMENT LLC | DALLAS | 281690 | $705.1M | 12 | 2026-03-31 | → |
| 414 | CCC ADVISORS, LLC | AUSTIN | 288948 | $703.3M | 14 | 2026-03-31 | → |
| 415 | LAUTERBACH FINANCIAL ADVISORS, LLC | EL PASO | 114431 | $700.3M | 5 | 2026-03-31 | → |
| 416 | AETHON ENERGY MANAGEMENT LLC | DALLAS | 173136 | $700.1M | 198 | 2026-03-31 | → |
| 417 | IKARIAN CAPITAL, LLC | DALLAS | 281880 | $698.0M | 8 | 2026-05-31 | → |
| 418 | DIESSLIN GROUP, INC. | FORT WORTH | 110557 | $696.3M | 12 | 2026-03-31 | → |
| 419 | LP INVESTMENT MANAGEMENT, LLC | DALLAS | 306615 | $696.1M | 2 | 2026-04-30 | → |
| 420 | OPTIMUM QUANTVEST CORPORATION | DALLAS | 301469 | $695.1M | 4 | 2026-03-31 | → |
| 421 | UPTICK PARTNERS, LLC | NACOGDOCHES | 324250 | $688.1M | 7 | 2026-03-31 | → |
| 422 | BRIDGE CAPITAL ADVISORS | HOUSTON | 317554 | $687.3M | 3 | 2025-09-30 | → |
| 423 | PRECEDENT WEALTH PARTNERS, LLC | HOUSTON | 325203 | $685.0M | 12 | 2026-03-31 | → |
| 424 | VAN DEN BERG MANAGEMENT I, INC. | AUSTIN | 112308 | $679.5M | 16 | 2026-03-31 | → |
| 425 | SAXON INTERESTS, INC. | HOUSTON | 311687 | $679.1M | 19 | 2026-03-31 | → |
| 426 | BRASADA CAPITAL MANAGEMENT, LP | HOUSTON | 147775 | $679.1M | 14 | 2026-02-28 | → |
| 427 | SIGNAL SECURITIES, INC. | FORT WORTH | 15916 | $679.1M | 35 | 2026-03-31 | → |
| 428 | TYTHON CAPITAL, LLC | PLANO | 285212 | $678.3M | 1 | 2026-04-30 | → |
| 429 | 9823 CAPITAL, LP | DALLAS | 324329 | $677.1M | 6 | 2026-03-31 | → |
| 430 | WATERWAY WEALTH MANAGEMENT, L.L.C. | THE WOODLANDS | 164975 | $675.8M | 11 | 2026-04-30 | → |
| 431 | MATTHEW GOFF INVESTMENT ADVISOR, LLC | HOUSTON | 114796 | $674.4M | 4 | 2026-03-31 | → |
| 432 | OAKWELL PRIVATE WEALTH MANAGEMENT, LLC | AUSTIN | 162096 | $668.1M | 17 | 2026-03-31 | → |
| 433 | CAYETANO DEVELOPMENT, LLC | AUSTIN | 290076 | $666.6M | 46 | 2026-03-31 | → |
| 434 | MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | DALLAS | 115120 | $663.2M | 7 | 2026-03-31 | → |
| 435 | HARRELL INVESTMENT PARTNERS, LLC | AUSTIN | 299166 | $662.4M | 6 | 2026-02-28 | → |
| 436 | PENDER CAPITAL MANAGEMENT, LLC | DALLAS | 281448 | $661.4M | 14 | 2026-03-31 | → |
| 437 | BANORTE ASSET MANAGEMENT, INC. | HOUSTON | 290555 | $661.2M | 40 | 2026-05-31 | → |
| 438 | ST. JAMES INVESTMENT COMPANY, LLC | SOUTHLAKE | 124777 | $660.6M | 6 | 2026-03-31 | → |
| 439 | GOODLANDER INVESTMENT MANAGEMENT, LLC | DALLAS | 317830 | $660.5M | 6 | 2026-03-31 | → |
| 440 | ASPEN WEALTH MANAGEMENT, LLC | FORT WORTH | 159594 | $657.8M | 9 | 2026-04-30 | → |
| 441 | OPTIMA ASSET MANAGEMENT INC | DALLAS | 106095 | $657.4M | 2 | 2026-02-28 | → |
| 442 | BRENT FORREST & ASSOCIATES, L.L.C. | SAN ANTONIO | 126266 | $657.1M | 9 | 2026-05-31 | → |
| 443 | EARLY MCCLINTIC & MCMILLAN, LLC | STAFFORD | 288427 | $652.2M | 9 | 2026-06-30 | → |
| 444 | MONEX ASSET MANAGEMENT, INC. | HOUSTON | 148123 | $650.9M | 20 | 2026-05-31 | → |
| 445 | SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC | HOUSTON | 310572 | $650.0M | 20 | 2026-03-31 | → |
| 446 | REAP FINANCIAL GROUP, LLC | AUSTIN | 144560 | $648.2M | 28 | 2026-03-31 | → |
| 447 | SPICEWOOD MINERAL MANAGEMENT, LLC | DALLAS | 310323 | $644.7M | 10 | 2026-03-31 | → |
| 448 | ELDRED ROCK PARTNERS, LLC | SAN ANTONIO | 316401 | $644.1M | 10 | 2026-05-31 | → |
| 449 | GRANITE HARBOR ADVISORS, INC. | HOUSTON | 179523 | $642.1M | 12 | 2026-05-31 | → |
| 450 | THE WATCHMAN GROUP, INC. | PLANO | 133690 | $639.7M | 8 | 2026-03-31 | → |
| 451 | BELLATORE FINANCIAL, INC. | THE WOODLANDS | 143543 | $638.7M | 3 | 2026-03-31 | → |
| 452 | SCOTT & SELBER, INC. CAPITAL MANAGEMENT | HOUSTON | 105523 | $637.9M | 4 | 2026-03-31 | → |
| 453 | CLARE MARKET INVESTMENTS, LLC | DALLAS | 217515 | $635.1M | 4 | 2026-03-31 | → |
| 454 | STANLEY CAPITAL MANAGEMENT LLC | HOUSTON | 156468 | $634.6M | 3 | 2026-02-28 | → |
| 455 | WJ INTERESTS, LLC | SUGAR LAND | 114381 | $633.5M | 10 | 2026-03-31 | → |
| 456 | STUART INVESTMENT ADVISORS, INC. | AUSTIN | 109995 | $630.5M | 4 | 2026-03-31 | → |
| 457 | DAVIDSON CAPITAL MANAGEMENT, INC. | CORPUS CHRISTI | 112232 | $630.3M | 6 | 2026-04-30 | → |
| 458 | CROSSTIMBERS CAPITAL GROUP, LLC | HOUSTON | 285144 | $626.2M | 16 | 2026-03-31 | → |
| 459 | SOVEREIGN WEALTH ADVISORS LLC | HOUSTON | 188524 | $625.1M | 35 | 2026-03-31 | → |
| 460 | FCA CORP | HOUSTON | 110658 | $623.1M | 17 | 2026-02-28 | → |
| 461 | SHOTEN CAPITAL LP | AUSTIN | 339620 | $622.4M | 8 | 2026-04-30 | → |
| 462 | CORUS FAMILY WEALTH ADVISORS, INC. | MCKINNEY | 114702 | $619.5M | 10 | 2026-05-31 | → |
| 463 | DI INVESTMENT MANAGEMENT LP | DALLAS | 318069 | $617.6M | 83 | 2026-03-31 | → |
| 464 | EQ WEALTH ADVISORS, LLC | DALLAS | 322294 | $617.0M | 6 | 2026-03-31 | → |
| 465 | FREEDOM DAY SOLUTIONS, LLC | HOUSTON | 138962 | $615.3M | 8 | 2026-06-30 | → |
| 466 | TRINITY INVESTORS FUND ADVISORS, LLC | SOUTHLAKE | 314603 | $606.6M | 4 | 2026-05-31 | → |
| 467 | TLWM, LLC | SAN ANTONIO | 158305 | $605.4M | 11 | 2026-03-31 | → |
| 468 | ACKERMAN CAPITAL ADVISORS, LLC | DALLAS | 123824 | $604.0M | 6 | 2026-03-31 | → |
| 469 | VENDERA MANAGEMENT HOLDINGS, LLC | DALLAS | 175116 | $602.8M | 28 | 2026-03-31 | → |
| 470 | CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC | THE WOODLANDS | 154238 | $600.2M | 6 | 2026-03-31 | → |
| 471 | ASCENTIS WEALTH MANAGEMENT, LLC | DALLAS | 330923 | $595.7M | 9 | 2026-05-31 | → |
| 472 | OUTLOOK WEALTH ADVISORS, LLC | THE WOODLANDS | 291465 | $593.7M | 11 | 2026-03-31 | → |
| 473 | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | LAKEWAY | 316024 | $590.5M | 45 | 2026-01-31 | → |
| 474 | VIRAGE CAPITAL MANAGEMENT LP | HOUSTON | 167992 | $588.3M | 12 | 2026-03-31 | → |
| 475 | SUMMA CORP. | TOMBALL | 113091 | $587.2M | 2 | 2026-05-31 | → |
| 476 | KDK PRIVATE WEALTH MANAGEMENT, LLC | HOUSTON | 299583 | $584.6M | 8 | 2026-04-30 | → |
| 477 | ARMADILLO LITIGATION FUNDING LLC | HOUSTON | 310764 | $581.4M | 7 | 2026-03-31 | → |
| 478 | RTW FINANCIAL ADVISORS INC | DALLAS | 109934 | $581.0M | 11 | 2026-06-30 | → |
| 479 | MOSAIC ADVISORS LLC | HOUSTON | 164913 | $580.5M | 27 | 2026-04-30 | → |
| 480 | CIVITAS CAPITAL MANAGEMENT, LLC | DALLAS | 319105 | $578.6M | 47 | 2026-05-31 | → |
| 481 | MUDDY WATERS CAPITAL LLC | AUSTIN | 281411 | $576.3M | 14 | 2026-03-31 | → |
| 482 | SANDERS MORRIS LLC | HOUSTON | 20580 | $576.1M | 27 | 2026-03-31 | → |
| 483 | LUCASHILL, LLC | DALLAS | 321069 | $575.2M | 3 | 2026-06-30 | → |
| 484 | LIFESTYLE ASSET MANAGEMENT, INC. | FRIENDSWOOD | 157450 | $571.2M | 13 | 2026-01-31 | → |
| 485 | ACT WEALTH MANAGEMENT, LLC | ALLEN | 155131 | $568.8M | 5 | 2026-02-28 | → |
| 486 | TALIS ADVISORY SERVICES, LLC | RICHARDSON | 135145 | $568.8M | 60 | 2026-04-30 | → |
| 487 | SEQUEL HOLDINGS, L.P. | DALLAS | 170237 | $563.0M | 12 | 2026-03-31 | → |
| 488 | BECK CAPITAL MANAGEMENT LLC | AUSTIN | 152705 | $562.4M | 9 | 2026-04-30 | → |
| 489 | ROG VI L.L.C. | HOUSTON | 285639 | $561.3M | 43 | 2026-03-31 | → |
| 490 | ENDEAVOR ADVISORS, LLC | THE WOODLANDS | 324925 | $559.5M | 10 | 2026-04-30 | → |
| 491 | QVIDTVM MANAGEMENT LLC | THE WOODLANDS | 309456 | $555.8M | 6 | 2026-03-31 | → |
| 492 | DIGITAL WEALTH PARTNERS LLC | DALLAS | 328627 | $555.1M | 26 | 2026-03-31 | → |
| 493 | KERCHEVILLE ADVISORS LLC | SAN ANTONIO | 169471 | $554.7M | 5 | 2026-06-30 | → |
| 494 | SUNTX CAPITAL MANAGEMENT CORP. | DALLAS | 161332 | $554.2M | 14 | 2026-03-31 | → |
| 495 | NEXUS ONE FINANCIAL ADVISORS LLC | PLANO | 336809 | $552.0M | 10 | 2026-06-30 | → |
| 496 | THE PLANNING PROJECT LLC | THE WOODLANDS | 297658 | $551.4M | 12 | 2026-05-31 | → |
| 497 | AMICUS FINANCIAL ADVISORS, LLC | LUBBOCK | 131315 | $550.9M | 19 | 2026-03-31 | → |
| 498 | IAS WEALTH MANAGEMENT, INC. | THE WOODLANDS | 112486 | $549.0M | 8 | 2026-03-31 | → |
| 499 | MACK & CO. PARTNERS, LP | DALLAS | 324218 | $549.0M | 8 | 2026-05-31 | → |
| 500 | MILLS WEALTH ADVISORS, LLC | SOUTHLAKE | 159251 | $548.7M | 8 | 2026-03-31 | → |
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