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 | |
|---|---|---|---|---|---|---|---|
| 601 | THE CAPITAL CHART ROOM, LTD | FORT WORTH | 117980 | $400.9M | 7 | 2026-03-31 | → |
| 602 | KIRKWOOD FINANCIAL SERVICES LLC | SAN ANTONIO | 169278 | $399.8M | 12 | 2026-05-31 | → |
| 603 | THREADGILL FINANCIAL, LLC | THE WOODLANDS | 174865 | $399.4M | 3 | 2026-03-31 | → |
| 604 | PIONEER WEALTH MANAGEMENT GROUP, INC | AUSTIN | 133429 | $399.2M | 11 | 2026-02-28 | → |
| 605 | STONECREST ADVISORS, INC. | AUSTIN | 142095 | $398.8M | 25 | 2026-04-30 | → |
| 606 | FORTUNE WEALTH MANAGEMENT, LLC | DALLAS | 157832 | $396.3M | 3 | 2026-02-28 | → |
| 607 | KA CREDIT ADVISORS II, LLC | HOUSTON | 311657 | $395.2M | 64 | 2026-03-31 | → |
| 608 | CARGILE INVESTMENT MANAGEMENT, INC. | MIDLAND | 116982 | $394.6M | 3 | 2026-03-31 | → |
| 609 | HIGHPEAK ENERGY MANAGEMENT, LLC | FORT WORTH | 293928 | $391.8M | 3 | 2026-03-31 | → |
| 610 | FIFTH PARTNERS MANAGEMENT, LLC | DALLAS | 326712 | $391.6M | 28 | 2026-03-31 | → |
| 611 | RMW ADVISORS, LLC | HOUSTON | 159293 | $390.9M | 7 | 2026-01-31 | → |
| 612 | NIXON CAPITAL LLC | AUSTIN | 148061 | $389.9M | 2 | 2026-06-30 | → |
| 613 | LBJ FAMILY WEALTH ADVISORS, LTD. | AUSTIN | 129701 | $388.8M | 2 | 2026-02-28 | → |
| 614 | 1836 ASSET MANAGEMENT, LLC | GARLAND | 313389 | $386.6M | 3 | 2026-03-31 | → |
| 615 | LOGIC CAPITAL MANAGEMENT, LLC | HOUSTON | 137902 | $381.2M | 3 | 2025-03-31 | → |
| 616 | WEALTH BENEFIT ADVISORS, LLC | HOUSTON | 319324 | $380.9M | 5 | 2026-04-30 | → |
| 617 | FORTITER WEALTH MANAGEMENT, LLC | HOUSTON | 169577 | $379.9M | 4 | 2026-04-30 | → |
| 618 | IRONBRIDGE PRIVATE WEALTH, LLC | AUSTIN | 287714 | $379.7M | 6 | 2026-03-31 | → |
| 619 | CMG GLOBAL HOLDINGS, LLC | PLANO | 307513 | $379.4M | 4 | 2026-02-28 | → |
| 620 | LEGACY CG LLC | PLANO | 108541 | $378.6M | 4 | 2026-03-31 | → |
| 621 | RHODES INVESTMENT ADVISORS, INC. | FORT WORTH | 114245 | $376.3M | 9 | 2025-10-31 | → |
| 622 | CONCORDE FINANCIAL CORPORATION | DALLAS | 105237 | $376.2M | 6 | 2026-04-30 | → |
| 623 | CULTIVAR CAPITAL, INC. | DENTON | 160145 | $375.1M | 3 | 2026-03-31 | → |
| 624 | KM CAPITAL MANAGEMENT, LTD. | AUSTIN | 132887 | $374.4M | 9 | 2026-03-31 | → |
| 625 | JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P. | HOUSTON | 312630 | $370.8M | 13 | 2026-03-31 | → |
| 626 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | FORT WORTH | 115009 | $368.2M | 10 | 2026-03-31 | → |
| 627 | REDBUD ADVISORS LLC | AUSTIN | 300477 | $367.8M | 8 | 2026-03-31 | → |
| 628 | UNITY PARTNERS LP | DALLAS | 322847 | $367.0M | 24 | 2026-05-31 | → |
| 629 | M. E. ALLISON & CO., INC. | SAN ANTONIO | 1047 | $366.4M | 12 | 2026-06-30 | → |
| 630 | OLD HICKORY PARTNERS MANAGEMENT, LP | AUSTIN | 316961 | $366.3M | 10 | 2026-03-31 | → |
| 631 | FINANCIAL LIFE ADVISORS LLC | SAN ANTONIO | 128502 | $366.3M | 11 | 2026-03-31 | → |
| 632 | CAMDEN WEALTH ADVISORS LLC | HOUSTON | 148518 | $366.3M | 6 | 2026-03-31 | → |
| 633 | HOMAGE WEALTH GROUP LLC | HOUSTON | 340589 | $366.2M | 2 | 2026-06-30 | → |
| 634 | BEAUMONT ASSET MANAGEMENT, L.L.C. | BEAUMONT | 150407 | $365.2M | 4 | 2026-06-30 | → |
| 635 | TL PRIVATE WEALTH LLC | SOUTHLAKE | 167818 | $364.5M | 4 | 2026-03-31 | → |
| 636 | SHELTON WEALTH MANAGEMENT, LLC | FORT WORTH | 312686 | $364.5M | 4 | 2026-03-31 | → |
| 637 | GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC | DALLAS | 150434 | $363.4M | 4 | 2026-01-31 | → |
| 638 | CRESTMONT PRIVATE WEALTH LLC | BOERNE | 304170 | $363.0M | 5 | 2026-03-31 | → |
| 639 | GRP ROYALTY HOLDINGS LLC | DALLAS | 288296 | $362.9M | 9 | 2024-12-31 | → |
| 640 | TSA WEALTH MANAGEMENT LLC | HOUSTON | 323123 | $358.8M | 3 | 2026-03-31 | → |
| 641 | ROBERTSON OPPORTUNITY CAPITAL, LLC | DALLAS | 118484 | $358.7M | 6 | 2026-03-31 | → |
| 642 | LIFEWAY FINANCIAL CORPORATION | PLANO | 114276 | $358.7M | 5 | 2026-03-31 | → |
| 643 | HERITAGE WEALTH MANAGEMENT, INC. | HOUSTON | 122394 | $357.8M | 6 | 2026-02-28 | → |
| 644 | ISLAY CAPITAL MANAGEMENT, LLC | LUBBOCK | 114531 | $357.7M | 2 | 2026-02-28 | → |
| 645 | STONE OAK WEALTH MANAGEMENT, LLC | SAN ANTONIO | 288217 | $355.6M | 7 | 2026-03-31 | → |
| 646 | HUTTO RETIREMENT ADVISORS, LLC | COLLEYVILLE | 165191 | $351.1M | 3 | 2026-03-31 | → |
| 647 | NORCAP INVESTMENT MANAGEMENT, L.P. | AUSTIN | 132975 | $350.6M | 8 | 2026-03-31 | → |
| 648 | DONATO WEALTH MANAGEMENT, PLLC | CEDAR PARK | 305031 | $349.3M | 5 | 2026-03-31 | → |
| 649 | MICHELS FAMILY FINANCIAL, LLC | FORT WORTH | 319311 | $347.9M | 8 | 2026-03-31 | → |
| 650 | COTTONWOOD VENTURES, LLC | IRVING | 322366 | $347.3M | 5 | 2026-03-31 | → |
| 651 | GBM WEALTH MANAGEMENT, INC. | HOUSTON | 145049 | $346.4M | 10 | 2026-06-30 | → |
| 652 | VELOCIS MANAGEMENT, LLC | DALLAS | 313345 | $346.4M | 20 | 2026-03-31 | → |
| 653 | ROYAL HARBOR PARTNERS, LLC | HOUSTON | 304735 | $344.8M | 9 | 2026-06-30 | → |
| 654 | CRESCENT ADVISOR GROUP, INC. | PLANO | 115974 | $344.4M | 18 | 2026-01-31 | → |
| 655 | AUGMENT ADVISORS, LLC | AUSTIN | 335130 | $342.6M | 3 | 2026-04-30 | → |
| 656 | CARROLL ADVISORY GROUP, LLC | TEXARKANA | 334565 | $341.1M | 7 | 2026-02-28 | → |
| 657 | CAP SIX ADVISORS LLC | HOUSTON | 325164 | $340.8M | 5 | 2026-03-31 | → |
| 658 | ELTEKON ADVISORS, LLC. | WEST LAKE HILLS | 115371 | $340.0M | 7 | 2026-02-28 | → |
| 659 | RPS RETIREMENT PLAN ADVISORS | AUSTIN | 319220 | $336.3M | 3 | 2026-04-30 | → |
| 660 | CAPITAL IDEAS, LLC | DALLAS | 114352 | $336.2M | 5 | 2026-03-31 | → |
| 661 | FIRST DALLAS SECURITIES, INC. | DALLAS | 24549 | $335.7M | 20 | 2025-10-31 | → |
| 662 | THE MENARD FINANCIAL GROUP, LLC | HOUSTON | 299404 | $335.3M | 3 | 2026-05-31 | → |
| 663 | TRISPERITY ADVISORS, LLC | KATY | 142438 | $335.2M | 2 | 2026-03-31 | → |
| 664 | ARWA LLC | FORT WORTH | 337220 | $335.0M | 7 | 2026-05-31 | → |
| 665 | DOVETAIL WEALTH MANAGEMENT, LLC | TAYLOR | 291068 | $333.1M | 4 | 2026-02-28 | → |
| 666 | C III CAPITAL MANAGEMENT, LLC | HOUSTON | 115937 | $333.0M | 2 | 2024-12-31 | → |
| 667 | HAZOOR PARTNERS, LLC | AUSTIN | 289744 | $330.7M | 10 | 2026-03-31 | → |
| 668 | FLUENT FINANCIAL, LLC | DALLAS | 170041 | $329.7M | 9 | 2026-04-30 | → |
| 669 | TECHQUITY CAPITAL MANAGEMENT, LLC | AUSTIN | 162322 | $329.0M | 2 | 2026-03-31 | → |
| 670 | AVONDALE WEALTH MANAGEMENT LLC | WEST LAKE HILLS | 152590 | $326.7M | 7 | 2026-04-30 | → |
| 671 | RESILIENT CAPITAL MANAGEMENT, LLC | DALLAS | 318997 | $326.1M | 3 | 2026-03-31 | → |
| 672 | PATRON PARTNERS, LLC | HOUSTON | 310629 | $325.7M | 7 | 2026-04-30 | → |
| 673 | DALE OIL & GAS PARTNERS, LLC | DALLAS | 162289 | $325.2M | 4 | 2024-12-31 | → |
| 674 | PUTTERMAN, DEAN ELIOT | HOUSTON | 111779 | $324.5M | 2 | 2026-03-31 | → |
| 675 | INTREPID INVESTMENT MANAGEMENT, LLC | HOUSTON | 192522 | $322.8M | 6 | 2026-03-31 | → |
| 676 | ASSET PRESERVATION GROUP INC | GRAPEVINE | 108150 | $321.2M | 4 | 2026-03-31 | → |
| 677 | FOUNDER FAMILY FINANCIAL, LLC | AUSTIN | 171978 | $321.0M | 3 | 2026-02-28 | → |
| 678 | AWM FINANCIAL SERVICES INC. | THE WOODLANDS | 144351 | $320.6M | 19 | 2026-03-31 | → |
| 679 | PLAGENS & TAYLOR WEALTH MANAGEMENT, LLC | SAN ANGELO | 335178 | $318.3M | 6 | 2026-03-31 | → |
| 680 | OPENAIR FINANCIAL, LLC | SOUTHLAKE | 300362 | $318.0M | 7 | 2026-06-30 | → |
| 681 | HFP WEALTH MANAGEMENT, LLC | DALLAS | 131525 | $315.1M | 5 | 2025-02-28 | → |
| 682 | BONNER & SMITH, LLC | LUBBOCK | 114287 | $314.8M | 3 | 2026-03-31 | → |
| 683 | GLASS WEALTH MANAGEMENT CO., LLC | SAN ANTONIO | 114097 | $311.9M | 6 | 2026-04-30 | → |
| 684 | LAKE WHILLANS CAPITAL PARTNERS LLC | PLANO | 287835 | $311.9M | 5 | 2026-03-31 | → |
| 685 | NO FATE BWWM, LLC | PLANO | 317406 | $311.9M | 2 | 2026-03-31 | → |
| 686 | CARRIAGE SERVICES INVESTMENT ADVISORS, INC. | HOUSTON | 164325 | $308.2M | 4 | 2026-03-31 | → |
| 687 | BROADWAY WEALTH SOLUTIONS, INC. | SAN ANTONIO | 291753 | $308.1M | 11 | 2026-03-31 | → |
| 688 | LWEALTH, LLC | DALLAS | 152253 | $305.5M | 5 | 2026-04-30 | → |
| 689 | ROCKWALL WEALTH MANAGEMENT INC | ROCKWALL | 339856 | $305.5M | 4 | 2026-06-30 | → |
| 690 | NEXTBIO CAPITAL MANAGEMENT LP | AUSTIN | 332920 | $305.2M | 6 | 2026-06-30 | → |
| 691 | PENNEY FINANCIAL, LLC | HOUSTON | 282084 | $303.5M | 3 | 2026-03-31 | → |
| 692 | WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC | THE WOODLANDS | 226545 | $302.5M | 2 | 2026-01-31 | → |
| 693 | CORE CAPITAL MANAGEMENT AND RESEARCH INC. | HOUSTON | 146285 | $298.8M | 4 | 2026-03-31 | → |
| 694 | AVID WEALTH PARTNERS, LLC | SAN ANTONIO | 323124 | $298.5M | 8 | 2026-05-31 | → |
| 695 | BEACON FINANCIAL ADVISORS LTD | HOUSTON | 106164 | $296.9M | 2 | 2026-06-30 | → |
| 696 | FEARLESS SOLUTIONS LLC | SAN ANTONIO | 297599 | $296.4M | 4 | 2026-02-28 | → |
| 697 | AUSTIN MONEY MANAGEMENT CORPORATION | AUSTIN | 302038 | $296.1M | 2 | 2026-05-31 | → |
| 698 | ORCHID ADVISORY, LLC | DALLAS | 327750 | $295.7M | 4 | 2026-06-30 | → |
| 699 | BUILDGROUP MANAGEMENT, LLC | AUSTIN | 289150 | $294.4M | 5 | 2026-06-30 | → |
| 700 | M.C. BYRD WEALTH MANAGEMENT, LLC | BELLVILLE | 151070 | $294.2M | 5 | 2026-03-31 | → |
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