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 | |
|---|---|---|---|---|---|---|---|
| 701 | MDT FINANCIAL ADVISORS, LLC | WEBSTER | 340925 | $294.0M | 7 | 2026-06-30 | → |
| 702 | NUCLO WEALTH LLC | HOUSTON | 317730 | $293.7M | 8 | 2026-03-31 | → |
| 703 | WEALTH COVENANT GROUP LLC | HOUSTON | 291453 | $290.7M | 4 | 2025-01-31 | → |
| 704 | ORSER CAPITAL MANAGEMENT LLC | SOUTHLAKE | 144847 | $289.8M | 2 | 2026-02-28 | → |
| 705 | RIDGEPOST CAPITAL ADVISORS, LLC | DALLAS | 314664 | $288.4M | 10 | 2026-05-31 | → |
| 706 | WORTH ASSET MANAGEMENT, LLC | DALLAS | 166970 | $288.2M | 12 | 2026-04-30 | → |
| 707 | LEHRER KENNETH EUGENE DR | HOUSTON | 105835 | $286.3M | 1 | 2026-02-28 | → |
| 708 | RIVERCREST CAPITAL MANAGEMENT LLC | FORT WORTH | 284911 | $285.7M | 21 | 2026-03-31 | → |
| 709 | M2G VENTURES LLC | FORT WORTH | 322399 | $284.0M | 26 | 2026-03-31 | → |
| 710 | DAUNTLESS CAPITAL PARTNERS LLC | HOUSTON | 322380 | $283.5M | 13 | 2026-05-31 | → |
| 711 | FOUNDERS CAPITAL MANAGEMENT INC | HOUSTON | 111164 | $281.8M | 3 | 2026-02-28 | → |
| 712 | PONTEM INVESTMENT MANAGEMENT COMPANY | HOUSTON | 330449 | $279.1M | 6 | 2026-06-30 | → |
| 713 | SCHLEGEL DUNN LLC | PLANO | 337990 | $279.1M | 4 | 2026-01-31 | → |
| 714 | LEXINGTON HILL PARTNERS, LLC | DALLAS | 301810 | $278.4M | 8 | 2026-03-31 | → |
| 715 | PLANGUIDE FINANCIAL LLC | SOUTHLAKE | 329089 | $277.3M | 1 | 2026-06-30 | → |
| 716 | DOMINION PORTFOLIO MANAGEMENT, INC. | MARBLE FALLS | 106918 | $277.1M | 18 | 2026-06-30 | → |
| 717 | JOHKIM CAPITAL PARTNERS MANAGEMENT LLC | DALLAS | 289512 | $277.0M | 6 | 2026-03-31 | → |
| 718 | ROSEROCK WEALTH MANAGEMENT, LLC | DALLAS | 288088 | $275.0M | 2 | 2026-04-30 | → |
| 719 | BERRY WEALTH GROUP, LP | GRANBURY | 327346 | $274.5M | 6 | 2026-04-30 | → |
| 720 | LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC | LUBBOCK | 144200 | $274.0M | 11 | 2026-06-30 | → |
| 721 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | THE WOODLANDS | 332184 | $273.4M | 3 | 2026-03-31 | → |
| 722 | ROBERTSON INVESTMENT MANAGEMENT | HOUSTON | 115425 | $273.1M | 8 | 2026-03-31 | → |
| 723 | NOLET WEALTH MANAGEMENT, LLC | FORT WORTH | 329186 | $272.6M | 4 | 2026-01-31 | → |
| 724 | DREHER INVESTMENT SERVICES, INC. | SAN ANGELO | 114196 | $272.0M | 6 | 2025-03-31 | → |
| 725 | SK ADVISOR NETWORK, LLC | PLANO | 317533 | $271.5M | 2 | 2026-03-31 | → |
| 726 | PROTA FINANCIAL, LLC | HOUSTON | 283776 | $270.4M | 13 | 2026-02-28 | → |
| 727 | FOUNDATION ENERGY MANAGEMENT, LLC | ADDISON | 161141 | $270.3M | 110 | 2026-04-30 | → |
| 728 | CORPS CAPITAL ADVISORS, LLC | SOUTHLAKE | 304643 | $270.3M | 9 | 2026-03-31 | → |
| 729 | TILLRIDGE CAPITAL PARTNERS, LLC | DALLAS | 284992 | $270.0M | 3 | 2026-03-31 | → |
| 730 | CSR CAPITAL PARTNERS, LLC | DALLAS | 335906 | $268.7M | 8 | 2026-06-30 | → |
| 731 | LIVE OAK INVESTMENT PARTNERS, LLC | AUSTIN | 304406 | $266.4M | 4 | 2026-06-30 | → |
| 732 | WISNIEWSKI WEALTH MANAGEMENT LLC | DALLAS | 150264 | $266.1M | 5 | 2026-06-30 | → |
| 733 | GARNETT ADVISORS, LLC | DENTON | 289930 | $265.7M | 2 | 2026-03-31 | → |
| 734 | BRIGHT WEALTH MANAGEMENT, LLC | LEWISVILLE | 169771 | $265.0M | 7 | 2026-06-30 | → |
| 735 | IMPERIUM WEALTH MANAGEMENT, LLC | SAN ANTONIO | 159148 | $264.6M | 6 | 2026-02-28 | → |
| 736 | THE SALIENT ZARVONA ENERGY FUND GP, L.P. | HOUSTON | 162712 | $264.3M | 5 | 2026-03-31 | → |
| 737 | OPTIMUS CAPITAL ADVISORS, LLC | COPPELL | 147500 | $264.1M | 4 | 2026-03-31 | → |
| 738 | KWK MANAGEMENT LLC | HOUSTON | 131097 | $262.5M | 7 | 2026-06-30 | → |
| 739 | TRIPPON WEALTH MANAGEMENT GROUP LLC | HOUSTON | 136485 | $262.3M | 5 | 2026-03-31 | → |
| 740 | J. TEAM FINANCIAL, INC. | ABILENE | 134104 | $262.0M | 11 | 2026-03-31 | → |
| 741 | 1876 PARTNERS, LP | TOMBALL | 329053 | $260.0M | 8 | 2026-03-31 | → |
| 742 | GREY ROCK ENERGY MANAGEMENT, LLC | DALLAS | 170956 | $259.9M | 29 | 2026-03-31 | → |
| 743 | MAGARIAN CAPITAL MANAGEMENT, LLC | SAN ANTONIO | 341292 | $259.7M | 6 | 2026-03-31 | → |
| 744 | REDWOOD FAMILY WEALTH LLC | ADDISON | 334013 | $258.5M | 4 | 2026-04-30 | → |
| 745 | HEP PARTNERS LLC | DALLAS | 161386 | $257.9M | 8 | 2026-03-31 | → |
| 746 | FULLCIRCLE WEALTH LLC | MCKINNEY | 166695 | $257.4M | 3 | 2026-03-31 | → |
| 747 | TEXAS FAMILY WEALTH, LLC | FRIENDSWOOD | 327332 | $257.0M | 7 | 2026-03-31 | → |
| 748 | SWBC INVESTMENT COMPANY | SAN ANTONIO | 140994 | $256.0M | 33 | 2026-03-31 | → |
| 749 | MEROS INVESTMENT MANAGEMENT, LP | DALLAS | 305152 | $255.5M | 10 | 2026-03-31 | → |
| 750 | HARTMANN TAYLOR WEALTH MANAGEMENT, LLC | DALLAS | 310334 | $254.6M | 5 | 2026-02-28 | → |
| 751 | WESTPARK WEALTH ADVISORS, INC. | HOUSTON | 130914 | $254.3M | 25 | 2026-03-31 | → |
| 752 | JCP INVESTMENT MANAGEMENT, LLC | HOUSTON | 150635 | $252.3M | 6 | 2026-03-31 | → |
| 753 | HC2 CAPITAL, LLC | DALLAS | 285982 | $251.6M | 7 | 2026-03-31 | → |
| 754 | RIVERCHASE WEALTH MANAGEMENT, LLC | FLOWER MOUND | 156950 | $251.5M | 5 | 2026-04-30 | → |
| 755 | BIOS CAPITAL MANAGEMENT, LP | FORT WORTH | 298955 | $250.9M | 8 | 2026-03-31 | → |
| 756 | THE RUDD COMPANY, LLC | FORT WORTH | 289276 | $250.8M | 6 | 2026-03-31 | → |
| 757 | RECURRING CAPITAL MANAGEMENT COMPANY, LLC | AUSTIN | 285114 | $250.4M | 6 | 2026-03-31 | → |
| 758 | DEAN WEALTH PARTNERS, LLC | AUSTIN | 298237 | $249.8M | 4 | 2026-02-28 | → |
| 759 | NORTHILL AIMS, LLC | RICHARDSON | 339338 | $249.5M | 2 | 2026-05-31 | → |
| 760 | GUIDED CAPITAL WEALTH MANAGEMENT, LLC | HOUSTON | 310056 | $249.2M | 5 | 2026-05-31 | → |
| 761 | BUCKHORN RESOURCES, LP | HOUSTON | 226647 | $248.9M | 11 | 2026-05-31 | → |
| 762 | FOCUS WEALTH ADVISORS, LLC | HOUSTON | 165425 | $247.6M | 1 | 2026-03-31 | → |
| 763 | SRP CAPITAL ADVISORS LLC | DALLAS | 289466 | $246.5M | 45 | 2026-03-31 | → |
| 764 | MCKINNEY CAPITAL MANAGEMENT LLC | HOUSTON | 338774 | $246.1M | 7 | 2026-06-30 | → |
| 765 | 3B CAPITAL MANAGEMENT, LP | DALLAS | 300098 | $245.9M | 3 | 2026-03-31 | → |
| 766 | MJR FINANCIAL LLC | AUSTIN | 289923 | $244.7M | 2 | 2026-02-28 | → |
| 767 | LEON CAPITAL MANAGEMENT, LLC | DALLAS | 332987 | $244.7M | 75 | 2026-03-31 | → |
| 768 | BOYCE & ASSOCIATES WEALTH CONSULTING, INC. | CEDAR PARK | 288157 | $244.6M | 8 | 2026-03-31 | → |
| 769 | STEGENT EQUITY ADVISORS INC. | HOUSTON | 114518 | $243.7M | 3 | 2026-02-28 | → |
| 770 | POSITION WEALTH LLC | THE WOODLANDS | 325116 | $242.1M | 3 | 2026-01-31 | → |
| 771 | TURNBRIDGE CAPITAL, LLC | LITTLE ELM | 169843 | $241.2M | 3 | 2026-03-31 | → |
| 772 | BLAND GARVEY WEALTH ADVISORS, LLC | RICHARDSON | 140066 | $241.2M | 5 | 2026-03-31 | → |
| 773 | CARLIN WEALTH MANAGEMENT GROUP, LLC | AUSTIN | 325306 | $240.9M | 4 | 2026-03-31 | → |
| 774 | STOREHOUSE FINANCIAL LLC | FORT WORTH | 140738 | $240.4M | 6 | 2026-03-31 | → |
| 775 | FOREFRONT WEALTH PARTNERS, LLC | AUSTIN | 308521 | $239.8M | 15 | 2026-05-31 | → |
| 776 | OUTFITTER ENERGY MANAGEMENT, LLC | HOUSTON | 286213 | $239.6M | 3 | 2026-03-31 | → |
| 777 | SNOWCAP CAPITAL MANAGEMENT, LLC | DALLAS | 146883 | $238.9M | 2 | 2026-03-31 | → |
| 778 | ROCK HILL CAPITAL GROUP, LLC | HOUSTON | 163129 | $238.8M | 4 | 2026-05-31 | → |
| 779 | COVALENCE INVESTMENT PARTNERS, L.P. | HOUSTON | 332274 | $238.4M | 7 | 2026-06-30 | → |
| 780 | BROADMARK ASSET MANAGEMENT LLC | DALLAS | 109422 | $238.4M | 3 | 2026-03-31 | → |
| 781 | REDEMPTION CAPITAL PARTNERS, LLC | MIDLAND | 310824 | $237.3M | 4 | 2026-02-28 | → |
| 782 | CENTENNIAL ADVISORS, LLC | AUSTIN | 290778 | $237.3M | 22 | 2026-03-31 | → |
| 783 | VALTERRA PARTNERS LLC | AUSTIN | 316443 | $237.0M | 6 | 2026-05-31 | → |
| 784 | A3 CAPITAL ADVISORS, LLC | HOUSTON | 338956 | $236.8M | 2 | 2026-06-30 | → |
| 785 | SPRINGVEST WEALTH MANAGEMENT, LLC | DALLAS | 329297 | $236.6M | 4 | 2026-03-31 | → |
| 786 | TEVIS INVESTMENT MANAGEMENT, LLC | PLANO | 167750 | $234.8M | 1 | 2026-03-31 | → |
| 787 | CBM FINANCIAL, LLC | AUSTIN | 327254 | $234.8M | 3 | 2026-03-31 | → |
| 788 | LSCP ADVISORS, LLC | AUSTIN | 286018 | $233.1M | 16 | 2026-03-31 | → |
| 789 | HIGH RIVER RESOURCES MANAGEMENT LLC | DALLAS | 327858 | $232.8M | 10 | 2026-03-31 | → |
| 790 | STF MANAGEMENT LP | FRISCO | 173690 | $232.4M | 4 | 2025-03-31 | → |
| 791 | BLUE ORCA, LLC | AUSTIN | 311503 | $232.2M | 7 | 2026-06-30 | → |
| 792 | CROWDSTREET ADVISORS, LLC | AUSTIN | 299176 | $231.9M | 11 | 2026-06-30 | → |
| 793 | KINGFISH CAPITAL PARTNERS LLC | SOUTHLAKE | 283489 | $231.8M | 36 | 2026-04-30 | → |
| 794 | SVRN ASSET MANAGEMENT, LLC | AUSTIN | 222518 | $231.5M | 2 | 2026-03-31 | → |
| 795 | VANN EQUITY MANAGEMENT LLC | PLANO | 174239 | $231.2M | 5 | 2026-03-31 | → |
| 796 | AUSTERRA WEALTH MANAGEMENT LLC | DALLAS | 161964 | $230.3M | 3 | 2026-03-31 | → |
| 797 | ATLASMARK FINANCIAL, INC. | AUSTIN | 152635 | $228.6M | 1 | 2026-01-31 | → |
| 798 | CALDERWOOD FINANCIAL STRATEGIES, INC. | HOUSTON | 313466 | $228.5M | 5 | 2026-03-31 | → |
| 799 | WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC | ADDISON | 144172 | $228.5M | 3 | 2026-03-31 | → |
| 800 | CHRONIM INVESTMENTS INC. | IRVING | 120943 | $228.1M | 4 | 2026-06-30 | → |
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