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 | |
|---|---|---|---|---|---|---|---|
| 801 | CATALYST CAPITAL ADVISERS LLC | DALLAS | 290191 | $228.1M | 2 | 2026-03-31 | → |
| 802 | D.H. HILL ADVISORS, INC. | KINGWOOD | 116324 | $226.4M | 19 | 2026-03-31 | → |
| 803 | PRINCIPIA WEALTH ADVISORY, LLC | DALLAS | 152678 | $225.0M | 5 | 2026-03-31 | → |
| 804 | CAPITAL ADVISORY GROUP, INC. | DALLAS | 114539 | $224.9M | 3 | 2026-03-31 | → |
| 805 | WL ROSS & CO. LLC | DALLAS | 141854 | $224.6M | 9 | 2026-03-31 | → |
| 806 | REB CAPITAL MANAGEMENT, LLC | DALLAS | 301890 | $224.5M | 4 | 2026-05-31 | → |
| 807 | MCALISTER, SWEET & ASSOCIATES, INC. | HOUSTON | 290626 | $224.2M | 4 | 2026-03-31 | → |
| 808 | SPRING CAPITAL MANAGEMENT, LLC | AMARILLO | 282842 | $223.0M | 2 | 2026-02-28 | → |
| 809 | RWM CAPITAL, LLC | SUGAR LAND | 310635 | $222.4M | 63 | 2026-03-31 | → |
| 810 | HALCYON GLOBAL ADVISORS, LLC | DALLAS | 170600 | $221.3M | 2 | 2026-03-31 | → |
| 811 | WISDOM INDEX ADVISORS, LLC | PROSPER | 132567 | $221.3M | 4 | 2026-03-31 | → |
| 812 | CORONADO RESOURCES MANAGEMENT LP | DALLAS | 282043 | $221.1M | 9 | 2026-03-31 | → |
| 813 | ACACIA PARTNERS, LLC | AUSTIN | 281887 | $220.7M | 5 | 2026-03-31 | → |
| 814 | BALLAST ASSET MANAGEMENT, LP | DALLAS | 311116 | $220.7M | 5 | 2026-03-31 | → |
| 815 | STRATEGIC FINANCIAL PLANNING, INC. | PLANO | 118450 | $220.6M | 3 | 2026-03-31 | → |
| 816 | THE WEALTH COACH, LLC | SALADO | 144588 | $219.6M | 3 | 2026-02-28 | → |
| 817 | EMC CAPITAL MANAGEMENT, LLC | HOUSTON | 167761 | $218.9M | 1 | 2026-03-31 | → |
| 818 | CHRISTIAN INVESTMENT ADVISORS, INC. | NEW BRAUNFELS | 165811 | $218.7M | 9 | 2026-03-31 | → |
| 819 | KEMPNER CAPITAL MANAGEMENT, INC. | GALVESTON | 104784 | $218.3M | 9 | 2025-10-31 | → |
| 820 | JACKSON HILL ADVISORS, LLC | HOUSTON | 284162 | $217.9M | 3 | 2026-03-31 | → |
| 821 | PRESCOTT ADVISORS, LLC | DALLAS | 283784 | $217.8M | 21 | 2026-03-31 | → |
| 822 | PARKER FINANCIAL ADVISORS LLC | HOUSTON | 305188 | $217.6M | 2 | 2026-03-31 | → |
| 823 | WHITE ROCK CAPITAL MANAGEMENT, L.P. | DALLAS | 114877 | $217.4M | 2 | 2026-03-31 | → |
| 824 | LIFETIME WEALTH MANAGEMENT P.C. | ROCKWALL | 145492 | $216.9M | 5 | 2026-03-31 | → |
| 825 | ARK WEALTH MANAGEMENT, LLC | AUSTIN | 317264 | $216.0M | 2 | 2026-03-31 | → |
| 826 | ICP GROUP INVESTMENT MANAGER, LLC | DALLAS | 219518 | $215.9M | 6 | 2026-03-31 | → |
| 827 | MISSION TRAIL CAPITAL MANAGEMENT, LLC | AUSTIN | 318558 | $214.5M | 4 | 2026-06-30 | → |
| 828 | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | DALLAS | 119687 | $213.6M | 4 | 2026-03-31 | → |
| 829 | FLOYD, BENJAMIN JOSEPH | TEXARKANA | 111576 | $213.5M | 4 | 2026-01-31 | → |
| 830 | MIAI, INC. | DALLAS | 111695 | $213.3M | 4 | 2026-01-31 | → |
| 831 | LAKE PACIFIC MANAGEMENT COMPANY, LLC | DALLAS | 174253 | $213.2M | 2 | 2026-03-31 | → |
| 832 | J.E. SIMMONS & CO., P.C. | DALLAS | 108789 | $213.1M | 4 | 2026-06-30 | → |
| 833 | SILVER LAKE CAPITAL PARTNERS LLC | DALLAS | 329997 | $211.5M | 2 | 2026-03-31 | → |
| 834 | SKYLARK PRIVATE EQUITY PARTNERS, LP | DALLAS | 315174 | $211.4M | 7 | 2026-03-31 | → |
| 835 | CENTRIC ADVISORS, LLC | CYPRESS | 282477 | $211.3M | 11 | 2026-04-30 | → |
| 836 | HALBERT WEALTH MANAGEMENT, INC. | AUSTIN | 108294 | $211.2M | 5 | 2026-04-30 | → |
| 837 | PARKSTONE WEALTH MANAGEMENT, LLC | ARLINGTON | 168253 | $210.6M | 3 | 2026-03-31 | → |
| 838 | SUCCESSION FINANCIAL, INC. | MCKINNEY | 336434 | $210.3M | 6 | 2026-04-30 | → |
| 839 | LUMMIS ASSET MANAGEMENT, L.P. | FORT WORTH | 114357 | $210.0M | 1 | 2026-04-30 | → |
| 840 | BLUM FINANCIAL, LP | RICHARDSON | 149134 | $208.6M | 6 | 2026-03-31 | → |
| 841 | LYNWOOD PRICE CAPITAL MANAGEMENT LP | AUSTIN | 323308 | $207.9M | 3 | 2026-02-28 | → |
| 842 | CAPSTAR FINANCIAL SERVICES LLC | AUSTIN | 300349 | $207.8M | 4 | 2026-03-31 | → |
| 843 | TERRAFORM WEALTH, LLC | HOUSTON | 325530 | $207.5M | 2 | 2026-03-31 | → |
| 844 | L & W FINANCIAL, LLC | COLLEGE STATION | 285310 | $207.5M | 9 | 2026-02-28 | → |
| 845 | LAKE HILLS WEALTH MANAGEMENT, LLC | AUSTIN | 286175 | $206.9M | 4 | 2026-02-28 | → |
| 846 | COMUNIDAD FUND I MANAGER, LLC | AUSTIN | 315665 | $206.5M | 15 | 2026-03-31 | → |
| 847 | COOKSEN WEALTH, LLC | THE WOODLANDS | 300451 | $206.2M | 3 | 2026-06-30 | → |
| 848 | WHITE ROCK OIL & GAS HOLDINGS, LLC | PLANO | 165255 | $205.1M | 10 | 2026-04-30 | → |
| 849 | STEELHEAD CAPITAL MANAGEMENT, LLC | FORT WORTH | 173440 | $202.5M | 6 | 2026-03-31 | → |
| 850 | ROBINSON VALUE MANAGEMENT, LTD. | SAN ANTONIO | 110156 | $202.3M | 2 | 2026-02-28 | → |
| 851 | KEENE & ASSOCIATES, INC. | FORT WORTH | 107961 | $202.2M | 4 | 2025-03-31 | → |
| 852 | PLANNING WORKS ADVISORY, INC. | AUSTIN | 317834 | $199.8M | 4 | 2026-02-28 | → |
| 853 | PINGORA PARTNERS LLC | DALLAS | 148262 | $199.4M | 1 | 2026-03-31 | → |
| 854 | THE CATALYST GROUP, INC. | HOUSTON | 333740 | $199.4M | 4 | 2026-06-30 | → |
| 855 | SCALAR GAUGE MANAGEMENT, LLC | DALLAS | 287991 | $199.4M | 3 | 2026-03-31 | → |
| 856 | MILLER GLOBAL INVESTMENTS, L.L.C. | DALLAS | 114683 | $199.4M | 2 | 2026-03-31 | → |
| 857 | INTERCAPITAL, LLC | AUSTIN | 324314 | $198.7M | 2 | 2026-05-31 | → |
| 858 | SCALEWORKS CAPITAL, LLC | SAN ANTONIO | 306560 | $198.4M | 11 | 2026-03-31 | → |
| 859 | RYDAR EQUITIES, INC. | WEATHERFORD | 154086 | $197.4M | 2 | 2026-03-31 | → |
| 860 | AVANT FINANCIAL ADVISORS LLC | AUSTIN | 297894 | $196.4M | 5 | 2026-02-28 | → |
| 861 | J.K. FINANCIAL, INC. | DALLAS | 114929 | $195.8M | 3 | 2026-02-28 | → |
| 862 | STONETREE INVESTMENT PARTNERS LLC | DALLAS | 318477 | $195.7M | 6 | 2026-03-31 | → |
| 863 | FULCRUM EQUITY MANAGEMENT, LLC | PLANO | 159099 | $192.8M | 4 | 2026-06-30 | → |
| 864 | MOZAYYX MANAGEMENT LLC | AUSTIN | 334468 | $192.7M | 4 | 2026-05-31 | → |
| 865 | HAMPTON ROCK WEALTH MANAGEMENT I, LLC | AUSTIN | 331682 | $192.4M | 6 | 2026-05-31 | → |
| 866 | BLUEHEEL | DALLAS | 331771 | $192.3M | 4 | 2026-04-30 | → |
| 867 | HIGH PLAINS INVESTMENT ADVISORS, INC. | LUBBOCK | 114404 | $191.2M | 2 | 2026-02-28 | → |
| 868 | FORTHRIGHT FAMILY WEALTH ADVISORY LLC | HOUSTON | 304547 | $191.2M | 2 | 2026-03-31 | → |
| 869 | VALUED RETIREMENTS, INC. | HOUSTON | 114236 | $190.1M | 4 | 2026-04-30 | → |
| 870 | PARADIGM INSTITUTIONAL INVESTORS LLC | DALLAS | 329115 | $189.5M | 2 | 2025-05-31 | → |
| 871 | SOLUTIONS 4 WEALTH, LTD | SOUTHLAKE | 143248 | $189.4M | 5 | 2026-03-31 | → |
| 872 | YOST CAPITAL MANAGEMENT, LP | HOUSTON | 153082 | $189.3M | 7 | 2026-03-31 | → |
| 873 | REMBRANDT FINANCIAL GROUP LLC | AUSTIN | 318415 | $188.6M | 5 | 2026-03-31 | → |
| 874 | 1128 CAPITAL, LLC | PLANO | 318637 | $188.2M | 7 | 2025-12-31 | → |
| 875 | RETIREMENT ADVISORS, LLC | DALLAS | 147701 | $186.4M | 3 | 2026-03-31 | → |
| 876 | RETIREMENT FINANCIAL GROUP, LLC | BEAUMONT | 322692 | $185.9M | 4 | 2026-06-30 | → |
| 877 | DIAMOND CLIENT GROUP, LLC | THE WOODLANDS | 310570 | $185.8M | 11 | 2026-03-31 | → |
| 878 | DELOS WEALTH ADVISORS, LLC | DALLAS | 300734 | $185.6M | 8 | 2026-03-31 | → |
| 879 | STRATEGIC ADVISORY SERVICES, L.L.C. | HOUSTON | 108706 | $184.9M | 5 | 2026-03-31 | → |
| 880 | BRINDLE & BAY FINANCIAL ADVISORS, LLC | FRISCO | 291747 | $184.8M | 4 | 2026-03-31 | → |
| 881 | MYTIMEEQUITY, LLC | PLANO | 316917 | $184.0M | 7 | 2026-06-30 | → |
| 882 | BRAZOS WEALTH ADVISORS LLC | FORT WORTH | 323508 | $183.7M | 3 | 2026-03-31 | → |
| 883 | WHITE WING WEALTH MANAGEMENT, LLC | THE WOODLANDS | 226524 | $182.8M | 5 | 2026-04-30 | → |
| 884 | KINGSTONE CAPITAL PARTNERS TEXAS, LLC | FRISCO | 281593 | $182.3M | 8 | 2026-04-30 | → |
| 885 | SMITH ASSET MANAGEMENT GROUP LP | DALLAS | 106301 | $182.2M | 13 | 2026-03-31 | → |
| 886 | MARTIN CAPITAL ADVISORS, LLP | SAN ANTONIO | 108529 | $181.9M | 9 | 2026-02-28 | → |
| 887 | NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. | ALLEN | 152136 | $181.5M | 3 | 2026-03-31 | → |
| 888 | MAROON PASS ADVISORS LP | AUSTIN | 323742 | $178.6M | 2 | 2026-01-31 | → |
| 889 | TDC CAPITAL ADVISORS, INC. | COLLEGE STATION | 117769 | $177.6M | 4 | 2026-06-30 | → |
| 890 | FARRIS CAPITAL MANAGEMENT INC. | CARROLLTON | 169051 | $177.5M | 3 | 2026-02-28 | → |
| 891 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | LEWISVILLE | 284677 | $176.6M | 6 | 2026-06-30 | → |
| 892 | QUANTOR CAPITAL LLC | HOUSTON | 332629 | $176.4M | 4 | 2026-04-30 | → |
| 893 | HILL COUNTRY RETIREMENT SOLUTIONS LLC | BOERNE | 307376 | $175.5M | 6 | 2026-02-28 | → |
| 894 | WPA FAMILY OFFICE, LLC | DALLAS | 315566 | $175.2M | 5 | 2026-02-28 | → |
| 895 | TNT ASSET MANAGEMENT, LLC | ROUND ROCK | 153309 | $174.9M | 6 | 2026-03-31 | → |
| 896 | NEWPORT GLOBAL ADVISORS L.P. | THE WOODLANDS | 139368 | $174.8M | 5 | 2026-05-31 | → |
| 897 | TECA PARTNERS, LP | AUSTIN | 298106 | $174.8M | 4 | 2026-03-31 | → |
| 898 | WARRINGTON ASSET MANAGEMENT LLC | DALLAS | 290065 | $174.5M | 4 | 2025-02-28 | → |
| 899 | VIAQUEST ADVISORS LLC | HOUSTON | 333842 | $174.4M | 5 | 2026-03-31 | → |
| 900 | MAQRO ADVISORS LLC | AUSTIN | 289245 | $174.4M | 4 | 2026-03-31 | → |
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