Registered investment advisers in Texas
1062 firms in Texas representing $4.5T in assets under management, sourced from public SEC Form ADV filings.
Cities
Dimensional Fund Advisors LP
Austin, TX · Est. 1981
- AUM
- $1.0T
- Per adviser
- $2.8B
- Advisers
- 367
No reported disclosures
Fisher Investments
Plano, TX · Est. 1987
- AUM
- $386.7B
- Per adviser
- $198M
- Advisers
- 1,948
No reported disclosures
Victory Capital Management INC.
San Antonio, TX · Est. 1994
- AUM
- $282.7B
- Per adviser
- $1.7B
- Advisers
- 170
No reported disclosures
Tpg Global Advisors, LLC
Fort Worth, TX · Est. 2012
- AUM
- $173.6B
- Per adviser
- $257M
- Advisers
- 675
No reported disclosures
Nb Alternatives Advisers LLC
Dallas, TX · Est. 2009
- AUM
- $160.2B
- Per adviser
- $715M
- Advisers
- 224
Tpg Capital Advisors, LLC
Fort Worth, TX · Est. 2012
- AUM
- $140.6B
- Per adviser
- $343M
- Advisers
- 410
Sixth Street Advisers, LLC
Dallas, TX · Est. 2011
- AUM
- $101.6B
- Per adviser
- $301M
- Advisers
- 338
Kestra Advisory Services, LLC
Austin, TX · Est. 1998
- AUM
- $79.8B
- Per adviser
- $59M
- Advisers
- 1,359
Alm First Financial Advisors LLC
Dallas, TX · Est. 2000
- AUM
- $76.2B
- Per adviser
- $7.6B
- Advisers
- 10
No reported disclosures
American Beacon Advisors, INC.
Irving, TX · Est. 1987
- AUM
- $59.9B
- Per adviser
- $5.0B
- Advisers
- 12
No reported disclosures
Barrow Hanley Global Investors
Dallas, TX · Est. 1987
- AUM
- $59.0B
- Per adviser
- $1.4B
- Advisers
- 43
No reported disclosures
Catalyst Strategic Solutions
Plano, TX · Est. 1989
- AUM
- $52.4B
- Per adviser
- $8.7B
- Advisers
- 6
No reported disclosures
Jasper Ridge Partners, L.P.
Fort Worth, TX · Est. 2009
- AUM
- $43.0B
- Per adviser
- $1.2B
- Advisers
- 36
No reported disclosures
Sali Fund Services
Austin, TX · Est. 2003
- AUM
- $41.7B
- Per adviser
- $8.3B
- Advisers
- 5
No reported disclosures
Hilltop Securities Asset Management, LLC
Dallas, TX · Est. 1991
- AUM
- $37.7B
- Per adviser
- $2.9B
- Advisers
- 13
No reported disclosures
Hudson Advisors
Dallas, TX · Est. 2011
- AUM
- $36.4B
- Per adviser
- $325M
- Advisers
- 112
Guidestone Capital Management
Dallas, TX · Est. 2001
- AUM
- $36.2B
- Per adviser
- $2.1B
- Advisers
- 17
No reported disclosures
Lone Star Funds
Dallas, TX · Est. 2012
- AUM
- $35.7B
- Per adviser
- $2.1B
- Advisers
- 17
Hbk Capital Management
Dallas, TX · Est. 2009
- AUM
- $35.6B
- Per adviser
- $584M
- Advisers
- 61
No reported disclosures
Fayez Sarofim & Co.
Houston, TX · Est. 1958
- AUM
- $35.1B
- Per adviser
- $1.6B
- Advisers
- 22
No reported disclosures
Kayne Anderson Capital Advisors, L.P.
Houston, TX · Est. 1994
- AUM
- $34.1B
- Per adviser
- $240M
- Advisers
- 142
No reported disclosures
The Variable Annuity Life Insurance Company
Houston, TX · Est. 1971
- AUM
- $32.9B
- Per adviser
- $6.6B
- Advisers
- 5
Luther King Capital Management Corporation
Fort Worth, TX · Est. 1979
- AUM
- $31.5B
- Per adviser
- $432M
- Advisers
- 73
No reported disclosures
Affinius Capital LLC
San Antonio, TX · Est. 2021
- AUM
- $31.1B
- Per adviser
- $114M
- Advisers
- 273
No reported disclosures
Valic Financial Advisors, INC.
Houston, TX · Est. 1997
- AUM
- $29.2B
- Per adviser
- $23M
- Advisers
- 1,280
Quantum Capital Group
Houston, TX · Est. 2015
- AUM
- $28.8B
- Per adviser
- $443M
- Advisers
- 65
No reported disclosures
Sage Advisory Services Ltd Co
Austin, TX · Est. 1996
- AUM
- $28.4B
- Per adviser
- $768M
- Advisers
- 37
No reported disclosures
The Palisades Group, LLC
Austin, TX · Est. 2012
- AUM
- $27.8B
- Per adviser
- $3.1B
- Advisers
- 9
No reported disclosures
Garcia Hamilton & Associates LP
Houston, TX · Est. 1998
- AUM
- $24.9B
- Per adviser
- $2.1B
- Advisers
- 12
No reported disclosures
United Capital Financial Advisors
Irving, TX · Est. 2005
- AUM
- $24.6B
- Per adviser
- $152M
- Advisers
- 162
No reported disclosures
First Command Advisory Services
Fort Worth, TX · Est. 2005
- AUM
- $24.4B
- Per adviser
- $21M
- Advisers
- 1,155
Leafhouse Financial Advisors, LLC
Austin, TX · Est. 2013
- AUM
- $24.1B
- Per adviser
- $3.0B
- Advisers
- 8
No reported disclosures
Crestline Management, L.P.
Fort Worth, TX · Est. 2002
- AUM
- $22.5B
- Per adviser
- $199M
- Advisers
- 113
No reported disclosures
Trinitas Capital Management
Dallas, TX · Est. 2015
- AUM
- $19.6B
- Per adviser
- $978M
- Advisers
- 20
No reported disclosures
Rcp Advisors 2, LLC
Dallas, TX · Est. 2017
- AUM
- $18.2B
- Per adviser
- $1.4B
- Advisers
- 13
No reported disclosures
Tpg Real Estate Advisors, LLC
Fort Worth, TX · Est. 2014
- AUM
- $17.0B
- Per adviser
- $354M
- Advisers
- 48
No reported disclosures
Maverick Capital Ltd
Dallas, TX · Est. 1994
- AUM
- $15.8B
- Per adviser
- $480M
- Advisers
- 33
No reported disclosures
Crow Holdings Capital
Dallas, TX · Est. 2011
- AUM
- $14.4B
- Per adviser
- $157M
- Advisers
- 92
No reported disclosures
Kestra Private Wealth Services, LLC
Austin, TX · Est. 2010
- AUM
- $13.5B
- Per adviser
- $64M
- Advisers
- 211
Eight Partners Vc, LLC
Austin, TX · Est. 2026
- AUM
- $13.4B
- Per adviser
- $496M
- Advisers
- 27
No reported disclosures
Sarofim Trust Co
Houston, TX · Est. 1978
- AUM
- $13.0B
- Per adviser
- $589M
- Advisers
- 22
No reported disclosures
Westwood Management Corp
Dallas, TX · Est. 1983
- AUM
- $12.5B
- Per adviser
- $183M
- Advisers
- 68
No reported disclosures
Prospera Financial Services, INC.
Dallas, TX · Est. 2006
- AUM
- $12.4B
- Per adviser
- $60M
- Advisers
- 207
Oasis Capital Partners (Texas) INC.
Austin, TX · Est. 2014
- AUM
- $12.4B
- Per adviser
- $477M
- Advisers
- 26
No reported disclosures
Vaughan Nelson Investment Management, L.P.
Houston, TX · Est. 1996
- AUM
- $12.2B
- Per adviser
- $471M
- Advisers
- 26
No reported disclosures
The Energy & Minerals Group LP
Houston, TX · Est. 2026
- AUM
- $12.0B
- Per adviser
- $1.0B
- Advisers
- 12
No reported disclosures
Canyon Capital Advisors LLC
Dallas, TX · Est. 1998
- AUM
- $11.9B
- Per adviser
- $149M
- Advisers
- 80
No reported disclosures
Canyon Clo Advisors LP
Dallas, TX · Est. 2015
- AUM
- $11.9B
- Per adviser
- $217M
- Advisers
- 55
No reported disclosures
Hub Investment Partners, LLC
Austin, TX · Est. 2020
- AUM
- $11.9B
- Per adviser
- $115M
- Advisers
- 103
No reported disclosures
Yacktman Asset Management LP
Austin, TX · Est. 2012
- AUM
- $11.7B
- Per adviser
- $1.3B
- Advisers
- 9
No reported disclosures
Tpg Solutions Advisors
Fort Worth, TX · Est. 2021
- AUM
- $11.6B
- Per adviser
- $252M
- Advisers
- 46
No reported disclosures
The Windacre Partnership LLC
Houston, TX · Est. 2014
- AUM
- $11.4B
- Per adviser
- $2.9B
- Advisers
- 4
No reported disclosures
Ab Private Credit Investors LLC
Austin, TX · Est. 2014
- AUM
- $11.4B
- Per adviser
- $11.4B
- Advisers
- 1
No reported disclosures
Ngp
Dallas, TX · Est. 2012
- AUM
- $10.9B
- Per adviser
- $351M
- Advisers
- 31
No reported disclosures
Caz Investments L.P.
Houston, TX · Est. 2001
- AUM
- $10.8B
- Per adviser
- $159M
- Advisers
- 68
No reported disclosures
Sapphire Ventures, LLC
Austin, TX · Est. 2012
- AUM
- $10.4B
- Per adviser
- $475M
- Advisers
- 22
No reported disclosures
Summittx Capital, L.P.
Fort Worth, TX · Est. 2025
- AUM
- $10.1B
- Per adviser
- $235M
- Advisers
- 43
No reported disclosures
Tolleson Private Wealth Management
Dallas, TX · Est. 2000
- AUM
- $9.3B
- Per adviser
- $127M
- Advisers
- 73
No reported disclosures
Americana Partners, LLC
Houston, TX · Est. 2019
- AUM
- $9.1B
- Per adviser
- $268M
- Advisers
- 34
No reported disclosures
The Sterling Group, L.P.
Houston, TX · Est. 2012
- AUM
- $9.0B
- Per adviser
- $119M
- Advisers
- 76
No reported disclosures
Crossmark Global Investments, INC.
Houston, TX · Est. 1982
- AUM
- $9.0B
- Per adviser
- $642M
- Advisers
- 14
No reported disclosures
U.S. Capital Wealth Advisors, LLC
Houston, TX · Est. 2017
- AUM
- $8.8B
- Per adviser
- $123M
- Advisers
- 71
No reported disclosures
Sixth Street Lending Partners Advisers, LLC
Dallas, TX · Est. 2022
- AUM
- $8.7B
- Per adviser
- $181M
- Advisers
- 48
No reported disclosures
Ogam, LP
Houston, TX · Est. 2017
- AUM
- $8.7B
- Per adviser
- $965M
- Advisers
- 9
No reported disclosures
Wincoram Asset Management LLC
Houston, TX · Est. 2021
- AUM
- $8.2B
- Per adviser
- $744M
- Advisers
- 11
No reported disclosures
Trive Capital Management LLC
Dallas, TX · Est. 2014
- AUM
- $8.0B
- Per adviser
- $174M
- Advisers
- 46
No reported disclosures
59 North Capital Management, LP
Houston, TX · Est. 2019
- AUM
- $7.5B
- Per adviser
- $1.5B
- Advisers
- 5
No reported disclosures
Peak Rock Capital LLC
Austin, TX · Est. 2012
- AUM
- $7.3B
- Per adviser
- $132M
- Advisers
- 55
No reported disclosures
Five Point Infrastructure LLC
Houston, TX · Est. 2015
- AUM
- $7.1B
- Per adviser
- $588M
- Advisers
- 12
No reported disclosures
Trust Advisors, INC.
Houston, TX · Est. 2011
- AUM
- $7.0B
- Per adviser
- $7.0B
- Advisers
- 1
No reported disclosures
Merewether Investment Management, LP
Dallas, TX · Est. 2021
- AUM
- $6.9B
- Per adviser
- $384M
- Advisers
- 18
No reported disclosures
Fisher\Smb
Carrollton, TX · Est. 2024
- AUM
- $6.8B
- Per adviser
- $1.7B
- Advisers
- 4
No reported disclosures
Atom Investors LP
Austin, TX · Est. 2018
- AUM
- $6.8B
- Per adviser
- $853M
- Advisers
- 8
Ara Partners
Houston, TX · Est. 2019
- AUM
- $6.8B
- Per adviser
- $165M
- Advisers
- 41
No reported disclosures
Level Four Advisory Services
Dallas, TX · Est. 2006
- AUM
- $6.5B
- Per adviser
- $55M
- Advisers
- 119
No reported disclosures
Sendero Wealth Management, LLC
San Antonio, TX · Est. 2007
- AUM
- $6.5B
- Per adviser
- $343M
- Advisers
- 19
No reported disclosures
Txre Advisers, LLC
Dallas, TX · Est. 2012
- AUM
- $6.4B
- Per adviser
- $199M
- Advisers
- 32
No reported disclosures
Advisor Logistics, LLC
Boerne, TX · Est. 2018
- AUM
- $6.3B
- Per adviser
- $3.1B
- Advisers
- 2
No reported disclosures
Haveli Investment Management LLC
Austin, TX · Est. 2022
- AUM
- $6.0B
- Per adviser
- $172M
- Advisers
- 35
No reported disclosures
Integrated Advisors Network LLC
Dallas, TX · Est. 2015
- AUM
- $5.5B
- Per adviser
- $68M
- Advisers
- 81
No reported disclosures
Sentry Management INC
Wichita Falls, TX · Est. 1990
- AUM
- $5.4B
- Per adviser
- $2.7B
- Advisers
- 2
True North Advisors, LLC
Dallas, TX · Est. 2006
- AUM
- $5.4B
- Per adviser
- $175M
- Advisers
- 31
No reported disclosures
Frost Investment Advisors, LLC
San Antonio, TX · Est. 2008
- AUM
- $5.4B
- Per adviser
- $173M
- Advisers
- 31
No reported disclosures
Linscomb Wealth, INC.
Houston, TX · Est. 1995
- AUM
- $5.2B
- Per adviser
- $209M
- Advisers
- 25
No reported disclosures
Hines Capital Advisors LLC
Houston, TX · Est. 2020
- AUM
- $5.1B
- Per adviser
- $14M
- Advisers
- 362
No reported disclosures
Tectonic Advisors LLC
Frisco, TX · Est. 2006
- AUM
- $5.1B
- Per adviser
- $1.7B
- Advisers
- 3
No reported disclosures
Crescent Real Estate LLC
Fort Worth, TX · Est. 2012
- AUM
- $5.1B
- Per adviser
- $150M
- Advisers
- 34
No reported disclosures
Three Bell Capital LLC
Dallas, TX · Est. 2014
- AUM
- $5.1B
- Per adviser
- $361M
- Advisers
- 14
No reported disclosures
Cain, Watters & Associates, LLC
Frisco, TX · Est. 1991
- AUM
- $5.0B
- Per adviser
- $59M
- Advisers
- 86
No reported disclosures
Pennybacker Capital Management, LLC
Austin, TX · Est. 2012
- AUM
- $4.9B
- Per adviser
- $113M
- Advisers
- 43
No reported disclosures
Avidian Wealth Solutions
Houston, TX · Est. 2005
- AUM
- $4.8B
- Per adviser
- $132M
- Advisers
- 36
No reported disclosures
Bbam US LP
Dallas, TX · Est. 2023
- AUM
- $4.8B
- Per adviser
- $339M
- Advisers
- 14
No reported disclosures
Quotient Wealth Partners, LLC
Dallas, TX · Est. 2023
- AUM
- $4.6B
- Per adviser
- $159M
- Advisers
- 29
No reported disclosures
Mcr Fund Management LLC
Dallas, TX · Est. 2023
- AUM
- $4.6B
- Per adviser
- $131M
- Advisers
- 35
No reported disclosures
Banner Oak Capital Partners, LP
Dallas, TX · Est. 2016
- AUM
- $4.5B
- Per adviser
- $743M
- Advisers
- 6
No reported disclosures
Tpg Re Finance Trust Management, L.P.
Fort Worth, TX · Est. 2017
- AUM
- $4.4B
- Per adviser
- $232M
- Advisers
- 19
No reported disclosures
Rockland Capital, LP
The Woodlands, TX · Est. 2012
- AUM
- $4.4B
- Per adviser
- $293M
- Advisers
- 15
No reported disclosures
Kestra Investment Management, LLC.
Austin, TX · Est. 2021
- AUM
- $4.3B
- Per adviser
- $332M
- Advisers
- 13
No reported disclosures
Turtle Creek Trust
Dallas, TX · Est. 2006
- AUM
- $4.3B
- Per adviser
- $713M
- Advisers
- 6
No reported disclosures
Bridgeway Capital Management, LLC
Houston, TX · Est. 1993
- AUM
- $4.3B
- Per adviser
- $607M
- Advisers
- 7
No reported disclosures
Prophet Capital Asset Management
Austin, TX · Est. 2009
- AUM
- $4.2B
- Per adviser
- $700M
- Advisers
- 6
No reported disclosures
Texas Capital Bank Private Wealth Advisors
Dallas, TX · Est. 2018
- AUM
- $4.2B
- Per adviser
- $107M
- Advisers
- 39
No reported disclosures
Parkway Advisors, L.P.
Abilene, TX · Est. 2001
- AUM
- $4.1B
- Per adviser
- $413M
- Advisers
- 10
No reported disclosures
Aqs Asset Management, L.L.C.
Austin, TX · Est. 2004
- AUM
- $4.1B
- Per adviser
- $1.4B
- Advisers
- 3
No reported disclosures
Bluespring Wealth Management, LLC
Austin, TX · Est. 2010
- AUM
- $4.0B
- Per adviser
- $130M
- Advisers
- 31
No reported disclosures
Waterous Energy Fund Management (US), LLC
Houston, TX · Est. 2018
- AUM
- $4.0B
- Per adviser
- $2.0B
- Advisers
- 2
No reported disclosures
Mainsail Partners
Austin, TX · Est. 2012
- AUM
- $4.0B
- Per adviser
- $143M
- Advisers
- 28
No reported disclosures
Tailwater Capital
Dallas, TX · Est. 2013
- AUM
- $4.0B
- Per adviser
- $147M
- Advisers
- 27
No reported disclosures
Guidestone Investment Services
Dallas, TX · Est. 2025
- AUM
- $3.9B
- Per adviser
- $355M
- Advisers
- 11
No reported disclosures
S.B. Value Partners, L.P.
San Antonio, TX · Est. 2006
- AUM
- $3.9B
- Per adviser
- $778M
- Advisers
- 5
No reported disclosures
Alamo Advisors, LP
San Antonio, TX · Est. 2014
- AUM
- $3.9B
- Per adviser
- $552M
- Advisers
- 7
No reported disclosures
Gfs Advisors LLC
Houston, TX · Est. 2007
- AUM
- $3.8B
- Per adviser
- $418M
- Advisers
- 9
No reported disclosures
Transwestern Investments
Dallas, TX · Est. 2012
- AUM
- $3.7B
- Per adviser
- $150M
- Advisers
- 25
No reported disclosures
Trb Wealth Management, LLC
Houston, TX · Est. 2020
- AUM
- $3.7B
- Per adviser
- $288M
- Advisers
- 13
No reported disclosures
Merit Energy Company
Dallas, TX · Est. 2000
- AUM
- $3.7B
- Per adviser
- $168M
- Advisers
- 22
No reported disclosures
Frost Investment Services
San Antonio, TX · Est. 2017
- AUM
- $3.7B
- Per adviser
- $33M
- Advisers
- 111
Regan Capital
Dallas, TX · Est. 2014
- AUM
- $3.6B
- Per adviser
- $718M
- Advisers
- 5
No reported disclosures
Retirement Planners Of America
Plano, TX · Est. 2011
- AUM
- $3.6B
- Per adviser
- $138M
- Advisers
- 26
No reported disclosures
Venturi Private Wealth
Austin, TX · Est. 2014
- AUM
- $3.6B
- Per adviser
- $188M
- Advisers
- 19
No reported disclosures
Sycamore Tree Capital Partners, L.P.
Dallas, TX · Est. 2022
- AUM
- $3.5B
- Per adviser
- $236M
- Advisers
- 15
No reported disclosures
Andros Capital Partners LLC
Houston, TX · Est. 2020
- AUM
- $3.5B
- Per adviser
- $585M
- Advisers
- 6
No reported disclosures
Stellus Capital Management, LLC
Houston, TX · Est. 2012
- AUM
- $3.5B
- Per adviser
- $175M
- Advisers
- 20
No reported disclosures
Advisor Resource Council
Dallas, TX · Est. 2012
- AUM
- $3.5B
- Per adviser
- $50M
- Advisers
- 70
No reported disclosures
Sixth Street Specialty Lending Advisers, LLC
Dallas, TX · Est. 2011
- AUM
- $3.4B
- Per adviser
- $71M
- Advisers
- 48
No reported disclosures
Gauge Capital
Southlake, TX · Est. 2015
- AUM
- $3.4B
- Per adviser
- $56M
- Advisers
- 61
No reported disclosures
Marble Capital LP
Houston, TX · Est. 2019
- AUM
- $3.3B
- Per adviser
- $335M
- Advisers
- 10
No reported disclosures
Vwh Capital Management, LP
Dallas, TX · Est. 2017
- AUM
- $3.3B
- Per adviser
- $196M
- Advisers
- 17
No reported disclosures
Formentera Partners LP
Austin, TX · Est. 2022
- AUM
- $3.3B
- Per adviser
- $299M
- Advisers
- 11
No reported disclosures
Ridgewood Energy Corporation
Houston, TX · Est. 2007
- AUM
- $3.3B
- Per adviser
- $156M
- Advisers
- 21
No reported disclosures
Chilton Capital Management LLC
Houston, TX · Est. 1996
- AUM
- $3.2B
- Per adviser
- $190M
- Advisers
- 17
No reported disclosures
Trust Asset Management LLC
Houston, TX · Est. 2008
- AUM
- $3.2B
- Per adviser
- $401M
- Advisers
- 8
No reported disclosures
Greenbelt Capital Partners
Austin, TX · Est. 2022
- AUM
- $3.2B
- Per adviser
- $188M
- Advisers
- 17
No reported disclosures
Ka Fund Advisors, LLC
Houston, TX · Est. 2006
- AUM
- $3.2B
- Per adviser
- $319M
- Advisers
- 10
No reported disclosures
Disruptive Technology Advisers LLC
Dallas, TX · Est. 2019
- AUM
- $3.1B
- Per adviser
- $1.0B
- Advisers
- 3
No reported disclosures
Eagle Global Advisors LLC
Houston, TX · Est. 1996
- AUM
- $3.1B
- Per adviser
- $282M
- Advisers
- 11
No reported disclosures
Pan Capital Management LP
Houston, TX · Est. 2026
- AUM
- $3.1B
- Per adviser
- $103M
- Advisers
- 30
1900 Wealth
San Antonio, TX · Est. 2015
- AUM
- $3.1B
- Per adviser
- $154M
- Advisers
- 20
No reported disclosures
Anson Funds Management LP
Dallas, TX · Est. 2012
- AUM
- $3.0B
- Per adviser
- $3.0B
- Advisers
- 1
No reported disclosures
Paradigm Global Investors
Dallas, TX · Est. 2025
- AUM
- $3.0B
- Per adviser
- $1.0B
- Advisers
- 3
No reported disclosures
Trinity Hunt Management, L.P.
Dallas, TX · Est. 2012
- AUM
- $3.0B
- Per adviser
- $70M
- Advisers
- 43
No reported disclosures
Nfj Investment Group, LLC
Dallas, TX · Est. 2020
- AUM
- $3.0B
- Per adviser
- $372M
- Advisers
- 8
No reported disclosures
Sfmg Wealth Advisors
Plano, TX · Est. 1993
- AUM
- $3.0B
- Per adviser
- $185M
- Advisers
- 16
No reported disclosures
Canyon Partners Real Estate LLC
Dallas, TX · Est. 1998
- AUM
- $2.9B
- Per adviser
- $36M
- Advisers
- 80
No reported disclosures
Legacy Knight Mfo, LLC
Dallas, TX · Est. 2021
- AUM
- $2.8B
- Per adviser
- $190M
- Advisers
- 15
No reported disclosures
Maslow Wealth Advisors
Austin, TX · Est. 2001
- AUM
- $2.8B
- Per adviser
- $178M
- Advisers
- 16
No reported disclosures
Bowie Capital Management, LLC
Richardson, TX · Est. 2014
- AUM
- $2.8B
- Per adviser
- $702M
- Advisers
- 4
No reported disclosures
Paul Comstock Partners
Houston, TX · Est. 1984
- AUM
- $2.8B
- Per adviser
- $255M
- Advisers
- 11
No reported disclosures
Nexpoint Asset Management, L.P.
Dallas, TX · Est. 2009
- AUM
- $2.8B
- Per adviser
- $461M
- Advisers
- 6
No reported disclosures
Turtle Creek Wealth Advisors, LLC
Dallas, TX · Est. 2023
- AUM
- $2.8B
- Per adviser
- $138M
- Advisers
- 20
No reported disclosures
Mcp Management, LP
Austin, TX · Est. 2025
- AUM
- $2.7B
- Per adviser
- $450M
- Advisers
- 6
No reported disclosures
Multicoin Capital Management, LLC
Austin, TX · Est. 2021
- AUM
- $2.7B
- Per adviser
- $384M
- Advisers
- 7
No reported disclosures
Titleist Asset Management, LLC
San Antonio, TX · Est. 2022
- AUM
- $2.7B
- Per adviser
- $106M
- Advisers
- 25
No reported disclosures
Transpose Platform Management, LLC
Houston, TX · Est. 2017
- AUM
- $2.6B
- Per adviser
- $221M
- Advisers
- 12
No reported disclosures
Sunbelt Securities
Houston, TX · Est. 2010
- AUM
- $2.6B
- Per adviser
- $39M
- Advisers
- 68
North Hudson Resource Partners LP
Houston, TX · Est. 2020
- AUM
- $2.6B
- Per adviser
- $368M
- Advisers
- 7
No reported disclosures
Icon Wealth Partners
Houston, TX · Est. 2022
- AUM
- $2.6B
- Per adviser
- $172M
- Advisers
- 15
No reported disclosures
Kensington Asset Management, LLC
Austin, TX · Est. 2020
- AUM
- $2.6B
- Per adviser
- $511M
- Advisers
- 5
No reported disclosures
Hilltop Securities INC.
Dallas, TX · Est. 1998
- AUM
- $2.5B
- Per adviser
- $27M
- Advisers
- 92
Serve Capital Partners
Austin, TX · Est. 2019
- AUM
- $2.5B
- Per adviser
- $625M
- Advisers
- 4
No reported disclosures
Silver Hill Energy Partners, LP
Dallas, TX · Est. 2020
- AUM
- $2.5B
- Per adviser
- $249M
- Advisers
- 10
No reported disclosures
Warwick Partners
Bryan, TX · Est. 1979
- AUM
- $2.5B
- Per adviser
- $621M
- Advisers
- 4
No reported disclosures
Oxbow Advisors, LLC
Austin, TX · Est. 2011
- AUM
- $2.5B
- Per adviser
- $246M
- Advisers
- 10
Permian
Dallas, TX · Est. 2011
- AUM
- $2.4B
- Per adviser
- $348M
- Advisers
- 7
No reported disclosures
The Milestone Real Estate Group, LP
Dallas, TX · Est. 2012
- AUM
- $2.4B
- Per adviser
- $187M
- Advisers
- 13
No reported disclosures
Paceline Equity Partners, LLC
Dallas, TX · Est. 2021
- AUM
- $2.4B
- Per adviser
- $66M
- Advisers
- 37
No reported disclosures
Requisite Capital Management LLC
Dallas, TX · Est. 2017
- AUM
- $2.4B
- Per adviser
- $347M
- Advisers
- 7
No reported disclosures
Sarofim International Management Co
Houston, TX · Est. 1993
- AUM
- $2.4B
- Per adviser
- $110M
- Advisers
- 22
No reported disclosures
Simmons L E & Associates INC
Houston, TX · Est. 1995
- AUM
- $2.4B
- Per adviser
- $170M
- Advisers
- 14
No reported disclosures
Strive Asset Management
Dallas, TX · Est. 2022
- AUM
- $2.4B
- Per adviser
- $792M
- Advisers
- 3
No reported disclosures
Eoc Partners Advisors L.P.
Houston, TX · Est. 2023
- AUM
- $2.4B
- Per adviser
- $394M
- Advisers
- 6
No reported disclosures
Ka Credit Advisors, LLC
Houston, TX · Est. 2020
- AUM
- $2.3B
- Per adviser
- $65M
- Advisers
- 35
No reported disclosures
Arroyo Energy Investment Partners LLC
Spring, TX · Est. 2015
- AUM
- $2.3B
- Per adviser
- $142M
- Advisers
- 16
No reported disclosures
Beaird Harris
Dallas, TX · Est. 1996
- AUM
- $2.3B
- Per adviser
- $175M
- Advisers
- 13
No reported disclosures
Sather Financial Group, INC.
Victoria, TX · Est. 2000
- AUM
- $2.3B
- Per adviser
- $252M
- Advisers
- 9
No reported disclosures
Waterloo Capital
Austin, TX · Est. 2005
- AUM
- $2.3B
- Per adviser
- $51M
- Advisers
- 44
No reported disclosures
Eiv Capital, LLC
Houston, TX · Est. 2015
- AUM
- $2.2B
- Per adviser
- $97M
- Advisers
- 23
No reported disclosures
Smith Group Asset Management, LLC
Dallas, TX · Est. 2021
- AUM
- $2.2B
- Per adviser
- $184M
- Advisers
- 12
No reported disclosures
Crg
Houston, TX · Est. 2004
- AUM
- $2.2B
- Per adviser
- $245M
- Advisers
- 9
No reported disclosures
Orei Advisors LP
Austin, TX · Est. 2017
- AUM
- $2.2B
- Per adviser
- $91M
- Advisers
- 24
No reported disclosures
Sagefield Investment Group LP
Dallas, TX · Est. 2022
- AUM
- $2.2B
- Per adviser
- $310M
- Advisers
- 7
No reported disclosures
Meridiem Capital Partners LP
Dallas, TX · Est. 2024
- AUM
- $2.2B
- Per adviser
- $215M
- Advisers
- 10
No reported disclosures
Root Financial Partners
Austin, TX · Est. 2022
- AUM
- $2.1B
- Per adviser
- $36M
- Advisers
- 59
No reported disclosures
Ascentis Independent Advisors, LLC
Dallas, TX · Est. 2022
- AUM
- $2.1B
- Per adviser
- $54M
- Advisers
- 39
No reported disclosures
Adell Harriman & Carpenter
Houston, TX · Est. 1995
- AUM
- $2.1B
- Per adviser
- $417M
- Advisers
- 5
No reported disclosures
River Canyon Fund Management LLC
Dallas, TX · Est. 2013
- AUM
- $2.1B
- Per adviser
- $38M
- Advisers
- 55
No reported disclosures
Segment Wealth Management, LLC
Houston, TX · Est. 2012
- AUM
- $2.1B
- Per adviser
- $414M
- Advisers
- 5
No reported disclosures
Ew Healthcare Partners
The Woodlands, TX · Est. 2012
- AUM
- $2.1B
- Per adviser
- $159M
- Advisers
- 13
No reported disclosures
Applied Finance Advisors, LLC
San Antonio, TX · Est. 2006
- AUM
- $2.1B
- Per adviser
- $513M
- Advisers
- 4
No reported disclosures
Inscription Capital, LLC
Houston, TX · Est. 2018
- AUM
- $2.0B
- Per adviser
- $146M
- Advisers
- 14
No reported disclosures
Cresta Fund Management LLC
Dallas, TX · Est. 2019
- AUM
- $2.0B
- Per adviser
- $204M
- Advisers
- 10
No reported disclosures
8 Knots Management, LLC
Dallas, TX · Est. 2021
- AUM
- $2.0B
- Per adviser
- $2.0B
- Advisers
- 1
No reported disclosures
Corda Investment Management, LLC
Houston, TX · Est. 1999
- AUM
- $2.0B
- Per adviser
- $77M
- Advisers
- 26
No reported disclosures
Balefire, LLC
Dallas, TX · Est. 2014
- AUM
- $2.0B
- Per adviser
- $52M
- Advisers
- 38
Sole Source Capital LLC
Dallas, TX · Est. 2019
- AUM
- $2.0B
- Per adviser
- $110M
- Advisers
- 18
No reported disclosures
Centeroak Adviser, L.P.
Dallas, TX · Est. 2015
- AUM
- $2.0B
- Per adviser
- $99M
- Advisers
- 20
No reported disclosures
Fic Partners Management, LP
Houston, TX · Est. 2017
- AUM
- $2.0B
- Per adviser
- $281M
- Advisers
- 7
No reported disclosures
Guidestone Advisors
Dallas, TX · Est. 2009
- AUM
- $2.0B
- Per adviser
- $82M
- Advisers
- 24
No reported disclosures
Voss Capital, LP
Houston, TX · Est. 2019
- AUM
- $1.9B
- Per adviser
- $324M
- Advisers
- 6
No reported disclosures
Elda River Capital Management, LLC
Houston, TX · Est. 2023
- AUM
- $1.9B
- Per adviser
- $216M
- Advisers
- 9
No reported disclosures
Cfo4life
Coppell, TX · Est. 2017
- AUM
- $1.9B
- Per adviser
- $138M
- Advisers
- 14
No reported disclosures
Nexpoint Real Estate Advisors Vii, L.P.
Dallas, TX · Est. 2019
- AUM
- $1.9B
- Per adviser
- $965M
- Advisers
- 2
No reported disclosures
Terry Mcdaniel & Company
Austin, TX · Est. 1985
- AUM
- $1.9B
- Per adviser
- $274M
- Advisers
- 7
No reported disclosures
Kildare Partners US, LLC
Westlake, TX · Est. 2013
- AUM
- $1.9B
- Per adviser
- $80M
- Advisers
- 24
No reported disclosures
Austin Asset
Austin, TX · Est. 1988
- AUM
- $1.9B
- Per adviser
- $144M
- Advisers
- 13
No reported disclosures
Scout Energy Management LLC
Dallas, TX · Est. 2013
- AUM
- $1.9B
- Per adviser
- $56M
- Advisers
- 33
No reported disclosures
Tritium Partners
Austin, TX · Est. 2016
- AUM
- $1.9B
- Per adviser
- $72M
- Advisers
- 26
No reported disclosures
Condire Management, LP
Dallas, TX · Est. 2020
- AUM
- $1.9B
- Per adviser
- $266M
- Advisers
- 7
No reported disclosures
Willis Johnson Wealth
Houston, TX · Est. 2006
- AUM
- $1.9B
- Per adviser
- $88M
- Advisers
- 21
No reported disclosures
Ria Advisors
Houston, TX · Est. 2013
- AUM
- $1.8B
- Per adviser
- $115M
- Advisers
- 16
No reported disclosures
D2 Asset Management
Dallas, TX · Est. 2024
- AUM
- $1.8B
- Per adviser
- $203M
- Advisers
- 9
No reported disclosures
View Capital Ria, LP
Dallas, TX · Est. 2004
- AUM
- $1.8B
- Per adviser
- $165M
- Advisers
- 11
No reported disclosures
Financial Synergies
Houston, TX · Est. 1987
- AUM
- $1.8B
- Per adviser
- $113M
- Advisers
- 16
No reported disclosures
Gds Wealth Management
Flower Mound, TX · Est. 2021
- AUM
- $1.8B
- Per adviser
- $82M
- Advisers
- 22
No reported disclosures
Kainos (Tx) Capital LP
Dallas, TX · Est. 2012
- AUM
- $1.8B
- Per adviser
- $72M
- Advisers
- 25
No reported disclosures
Hoisington Investment Management Co
Austin, TX · Est. 1980
- AUM
- $1.8B
- Per adviser
- $359M
- Advisers
- 5
No reported disclosures
Healthquest Capital Management, L.P.
Austin, TX · Est. 2023
- AUM
- $1.8B
- Per adviser
- $89M
- Advisers
- 20
No reported disclosures
Nxg Investment Management
Dallas, TX · Est. 2004
- AUM
- $1.8B
- Per adviser
- $350M
- Advisers
- 5
No reported disclosures
Intrua Financial
Houston, TX · Est. 2015
- AUM
- $1.7B
- Per adviser
- $46M
- Advisers
- 38
No reported disclosures
Swift Creek Partners
Dallas, TX · Est. 2024
- AUM
- $1.7B
- Per adviser
- $218M
- Advisers
- 8
No reported disclosures
Meridian Wealth Advisors, LLC
Austin, TX · Est. 2016
- AUM
- $1.7B
- Per adviser
- $193M
- Advisers
- 9
No reported disclosures
Msc Adviser I, LLC
Houston, TX · Est. 2013
- AUM
- $1.7B
- Per adviser
- $32M
- Advisers
- 54
No reported disclosures
Stafford Capital Partners INC.
Austin, TX · Est. 2014
- AUM
- $1.7B
- Per adviser
- $115M
- Advisers
- 15
No reported disclosures
Lee Financial Company, LLC
Dallas, TX · Est. 1975
- AUM
- $1.7B
- Per adviser
- $76M
- Advisers
- 22
No reported disclosures
Trace Capital Management LP
Houston, TX · Est. 2022
- AUM
- $1.7B
- Per adviser
- $112M
- Advisers
- 15
No reported disclosures
Adar1 Capital Management, LLC
Austin, TX · Est. 2024
- AUM
- $1.7B
- Per adviser
- $239M
- Advisers
- 7
No reported disclosures
Tailwind Advisors
Fort Worth, TX · Est. 2009
- AUM
- $1.7B
- Per adviser
- $335M
- Advisers
- 5
No reported disclosures
Pickering Energy Partners LP
Houston, TX · Est. 2019
- AUM
- $1.7B
- Per adviser
- $151M
- Advisers
- 11
No reported disclosures
Quattro Financial Advisors
The Woodlands, TX · Est. 2016
- AUM
- $1.7B
- Per adviser
- $1.7B
- Advisers
- 1
No reported disclosures
Isc Advisors, INC.
Dallas, TX · Est. 2013
- AUM
- $1.6B
- Per adviser
- $65M
- Advisers
- 25
No reported disclosures
Satori Capital, LLC
Dallas, TX · Est. 2012
- AUM
- $1.6B
- Per adviser
- $95M
- Advisers
- 17
No reported disclosures
Momentum Independent Network INC.
Dallas, TX · Est. 2002
- AUM
- $1.6B
- Per adviser
- $17M
- Advisers
- 97
Tanglewood Total Wealth Management, INC.
Houston, TX · Est. 1991
- AUM
- $1.6B
- Per adviser
- $159M
- Advisers
- 10
No reported disclosures
Duration Asset Management, LLC
Dallas, TX · Est. 2018
- AUM
- $1.6B
- Per adviser
- $792M
- Advisers
- 2
No reported disclosures
Astra Wealth Management Group
Plano, TX · Est. 2023
- AUM
- $1.6B
- Per adviser
- $131M
- Advisers
- 12
No reported disclosures
Per Stirling Capital Management, LLC
Austin, TX · Est. 2009
- AUM
- $1.6B
- Per adviser
- $52M
- Advisers
- 30
No reported disclosures
Annandale Capital, LLC
Dallas, TX · Est. 2005
- AUM
- $1.6B
- Per adviser
- $517M
- Advisers
- 3
No reported disclosures
Ycg, LLC
Austin, TX · Est. 2007
- AUM
- $1.5B
- Per adviser
- $385M
- Advisers
- 4
No reported disclosures
Greenbrier Partners Capital Management, LLC
Dallas, TX · Est. 2012
- AUM
- $1.5B
- Per adviser
- $770M
- Advisers
- 2
No reported disclosures
Kings Path Partners LLC
Sugar Land, TX · Est. 2016
- AUM
- $1.5B
- Per adviser
- $382M
- Advisers
- 4
No reported disclosures
Capital Creek Partners
Austin, TX · Est. 2019
- AUM
- $1.5B
- Per adviser
- $102M
- Advisers
- 15
No reported disclosures
Ancient Art, L.P.
Austin, TX · Est. 2006
- AUM
- $1.5B
- Per adviser
- $188M
- Advisers
- 8
No reported disclosures
Wallace Capital Management, INC.
Dallas, TX · Est. 2009
- AUM
- $1.5B
- Per adviser
- $248M
- Advisers
- 6
No reported disclosures
Ranger Investment Management,L.P.
Dallas, TX · Est. 2003
- AUM
- $1.5B
- Per adviser
- $165M
- Advisers
- 9
No reported disclosures
Cypress Point Wealth Management, LLC
Dallas, TX · Est. 2007
- AUM
- $1.5B
- Per adviser
- $366M
- Advisers
- 4
No reported disclosures
Twin Tree Management, LP
Dallas, TX · Est. 2012
- AUM
- $1.5B
- Per adviser
- $292M
- Advisers
- 5
No reported disclosures
Finser Investment Advisor
San Antonio, TX · Est. 2007
- AUM
- $1.4B
- Per adviser
- $1.4B
- Advisers
- 1
No reported disclosures
Chambers Energy Capital
Houston, TX · Est. 2012
- AUM
- $1.4B
- Per adviser
- $353M
- Advisers
- 4
No reported disclosures
Hudson Way Capital Management, LLC
Dallas, TX · Est. 2016
- AUM
- $1.4B
- Per adviser
- $234M
- Advisers
- 6
No reported disclosures
49 Financial
Austin, TX · Est. 2022
- AUM
- $1.4B
- Per adviser
- $11M
- Advisers
- 128
No reported disclosures
Howard Financial Services, Ltd.
Dallas, TX · Est. 1994
- AUM
- $1.4B
- Per adviser
- $78M
- Advisers
- 18
No reported disclosures
Alterna Wealth Management, INC.
Houston, TX · Est. 2010
- AUM
- $1.4B
- Per adviser
- $50M
- Advisers
- 28
No reported disclosures
Double Eagle Family Offices, LLC
Fort Worth, TX · Est. 2021
- AUM
- $1.4B
- Per adviser
- $233M
- Advisers
- 6
No reported disclosures
Recurrent Investment Advisors LLC
Houston, TX · Est. 2017
- AUM
- $1.4B
- Per adviser
- $230M
- Advisers
- 6
No reported disclosures
Level Four Capital Management
Dallas, TX · Est. 2019
- AUM
- $1.4B
- Per adviser
- $173M
- Advisers
- 8
No reported disclosures
Mountain Capital Management, LLC
Houston, TX · Est. 2015
- AUM
- $1.4B
- Per adviser
- $274M
- Advisers
- 5
No reported disclosures
Bh Credit Management LLC
Dallas, TX · Est. 2022
- AUM
- $1.4B
- Per adviser
- $98M
- Advisers
- 14
No reported disclosures
Roosevelt Capital Management LLC
Dallas, TX · Est. 2023
- AUM
- $1.4B
- Per adviser
- $683M
- Advisers
- 2
No reported disclosures
Penn Davis Mcfarland INC
Dallas, TX · Est. 1977
- AUM
- $1.4B
- Per adviser
- $195M
- Advisers
- 7
No reported disclosures
Weathergage Capital, LLC
Austin, TX · Est. 2011
- AUM
- $1.4B
- Per adviser
- $341M
- Advisers
- 4
No reported disclosures
Citation
Dallas, TX · Est. 2025
- AUM
- $1.4B
- Per adviser
- $113M
- Advisers
- 12
No reported disclosures
Symphony Financial, Ltd. Co.
Houston, TX · Est. 2014
- AUM
- $1.4B
- Per adviser
- $59M
- Advisers
- 23
No reported disclosures
Quadcap Wealth Management, LLC
Frisco, TX · Est. 2014
- AUM
- $1.3B
- Per adviser
- $74M
- Advisers
- 18
No reported disclosures
Fmp Wealth Advisers
Austin, TX · Est. 1987
- AUM
- $1.3B
- Per adviser
- $112M
- Advisers
- 12
No reported disclosures
Victory Financial
Austin, TX · Est. 2023
- AUM
- $1.3B
- Per adviser
- $28M
- Advisers
- 47
No reported disclosures
Allied Industrial Partners
Houston, TX · Est. 2023
- AUM
- $1.3B
- Per adviser
- $121M
- Advisers
- 11
No reported disclosures
Callahan Advisors, LLC
Houston, TX · Est. 2003
- AUM
- $1.3B
- Per adviser
- $221M
- Advisers
- 6
No reported disclosures
U.S. Global Investors, INC.
San Antonio, TX · Est. 1968
- AUM
- $1.3B
- Per adviser
- $189M
- Advisers
- 7
No reported disclosures
Beacon Financial Group
Dallas, TX · Est. 2000
- AUM
- $1.3B
- Per adviser
- $163M
- Advisers
- 8
No reported disclosures
Stansberry Asset Management, LLC
Westlake, TX · Est. 2016
- AUM
- $1.3B
- Per adviser
- $99M
- Advisers
- 13
No reported disclosures
Trigate Management LLC
Dallas, TX · Est. 2012
- AUM
- $1.3B
- Per adviser
- $99M
- Advisers
- 13
No reported disclosures
Blue Sage Capital
Austin, TX · Est. 2018
- AUM
- $1.3B
- Per adviser
- $84M
- Advisers
- 15
No reported disclosures
Webs Creek Capital Management LP
Dallas, TX · Est. 2022
- AUM
- $1.3B
- Per adviser
- $209M
- Advisers
- 6
No reported disclosures
Amberjack Capital Partners, L.P.
Houston, TX · Est. 2012
- AUM
- $1.3B
- Per adviser
- $139M
- Advisers
- 9
No reported disclosures
Hodges Capital Management INC
Dallas, TX · Est. 1990
- AUM
- $1.2B
- Per adviser
- $124M
- Advisers
- 10
Lear Investment Management
Dallas, TX · Est. 2017
- AUM
- $1.2B
- Per adviser
- $310M
- Advisers
- 4
No reported disclosures
Bwcp, LP
Dallas, TX · Est. 2021
- AUM
- $1.2B
- Per adviser
- $176M
- Advisers
- 7
No reported disclosures
Pcim Realty Advisors, LLC
Addison, TX · Est. 2022
- AUM
- $1.2B
- Per adviser
- $77M
- Advisers
- 16
No reported disclosures
Parkway Wealth Management Group, LLC
Plano, TX · Est. 2025
- AUM
- $1.2B
- Per adviser
- $76M
- Advisers
- 16
No reported disclosures
Childress Capital Advisors, LLC
Houston, TX · Est. 2020
- AUM
- $1.2B
- Per adviser
- $402M
- Advisers
- 3
No reported disclosures
Autumn Lane Advisors, LLC
Houston, TX · Est. 2014
- AUM
- $1.2B
- Per adviser
- $300M
- Advisers
- 4
No reported disclosures
Crossmark Wealth Management, LLC
Houston, TX · Est. 2017
- AUM
- $1.2B
- Per adviser
- $593M
- Advisers
- 2
No reported disclosures
Wpwealth LLP
Fort Worth, TX · Est. 2008
- AUM
- $1.2B
- Per adviser
- $83M
- Advisers
- 14
No reported disclosures
The Capstreet Group, LLC
Houston, TX · Est. 2012
- AUM
- $1.2B
- Per adviser
- $48M
- Advisers
- 24
No reported disclosures
Sarofim Realty Advisors LLC
Houston, TX · Est. 1993
- AUM
- $1.2B
- Per adviser
- $290M
- Advisers
- 4
No reported disclosures
Academy Capital Management
Waco, TX · Est. 1987
- AUM
- $1.2B
- Per adviser
- $232M
- Advisers
- 5
No reported disclosures
Arkos Global Advisors, LLC
Houston, TX · Est. 2017
- AUM
- $1.2B
- Per adviser
- $105M
- Advisers
- 11
No reported disclosures
Virtus Real Estate LLC
Austin, TX · Est. 2012
- AUM
- $1.1B
- Per adviser
- $57M
- Advisers
- 20
No reported disclosures
Oak Harvest Investment Services
Houston, TX · Est. 2019
- AUM
- $1.1B
- Per adviser
- $60M
- Advisers
- 19
No reported disclosures
Hm International L.L.C.
Austin, TX · Est. 2022
- AUM
- $1.1B
- Per adviser
- $227M
- Advisers
- 5
No reported disclosures
Insight Wealth Partners
Plano, TX · Est. 2010
- AUM
- $1.1B
- Per adviser
- $70M
- Advisers
- 16
No reported disclosures
Rhame & Gorrell Wealth Management
The Woodlands, TX · Est. 2016
- AUM
- $1.1B
- Per adviser
- $92M
- Advisers
- 12
No reported disclosures
The Clarus Group
Houston, TX · Est. 2020
- AUM
- $1.1B
- Per adviser
- $123M
- Advisers
- 9
No reported disclosures
Integrity Advisory Solutions
Dallas, TX · Est. 2022
- AUM
- $1.1B
- Per adviser
- $10M
- Advisers
- 108
No reported disclosures
Coppell Advisory Solutions LLC
Dallas, TX · Est. 2011
- AUM
- $1.1B
- Per adviser
- $14M
- Advisers
- 77
No reported disclosures
Enclave Advisors, LLC
Austin, TX · Est. 2012
- AUM
- $1.1B
- Per adviser
- $367M
- Advisers
- 3
No reported disclosures
Nexpoint Real Estate Advisors X, L.P.
Dallas, TX · Est. 2021
- AUM
- $1.1B
- Per adviser
- $549M
- Advisers
- 2
No reported disclosures
Presidio Investors LLC
Austin, TX · Est. 2020
- AUM
- $1.1B
- Per adviser
- $137M
- Advisers
- 8
No reported disclosures
Holt Capital Partners, L.P.
Fort Worth, TX · Est. 2013
- AUM
- $1.1B
- Per adviser
- $363M
- Advisers
- 3
No reported disclosures
Mcgowan Group Asset Management, INC.
Dallas, TX · Est. 2010
- AUM
- $1.1B
- Per adviser
- $217M
- Advisers
- 5
No reported disclosures
Austin Wealth Management, LLC
Austin, TX · Est. 2020
- AUM
- $1.1B
- Per adviser
- $98M
- Advisers
- 11
No reported disclosures
Uptick Partners, LLC
Nacogdoches, TX · Est. 2023
- AUM
- $1.1B
- Per adviser
- $43M
- Advisers
- 25
No reported disclosures
Avidity Partners Management LP
Dallas, TX · Est. 2020
- AUM
- $1.1B
- Per adviser
- $151M
- Advisers
- 7
No reported disclosures
Bsip Slp Gp, LLC
Frisco, TX · Est. 2023
- AUM
- $1.1B
- Per adviser
- $62M
- Advisers
- 17
No reported disclosures
Sequent Asset Management, LLC
Houston, TX · Est. 2008
- AUM
- $1.1B
- Per adviser
- $528M
- Advisers
- 2
No reported disclosures
Bayou City Energy
Houston, TX · Est. 2016
- AUM
- $1.0B
- Per adviser
- $150M
- Advisers
- 7
No reported disclosures
Paragon Financial Advisors
College Station, TX · Est. 2007
- AUM
- $1.0B
- Per adviser
- $75M
- Advisers
- 14
No reported disclosures
Biglari Capital Corp.
San Antonio, TX · Est. 2013
- AUM
- $1.0B
- Per adviser
- $1.0B
- Advisers
- 1
No reported disclosures
Esp Investment Advisors LLC
Dallas, TX · Est. 2019
- AUM
- $1.0B
- Per adviser
- $116M
- Advisers
- 9
No reported disclosures
Rogers Wealth Group, INC.
Fort Worth, TX · Est. 1996
- AUM
- $1.0B
- Per adviser
- $173M
- Advisers
- 6
No reported disclosures
Prosight Capital
Dallas, TX · Est. 2016
- AUM
- $1.0B
- Per adviser
- $207M
- Advisers
- 5
No reported disclosures
Perryman Financial Advisory, INC.
Dallas, TX · Est. 1994
- AUM
- $1.0B
- Per adviser
- $171M
- Advisers
- 6
No reported disclosures
Soundwatch Capital, LLC
Dallas, TX · Est. 2014
- AUM
- $1.0B
- Per adviser
- $255M
- Advisers
- 4
No reported disclosures
Edge Natural Resources LLC
Dallas, TX · Est. 2015
- AUM
- $1.0B
- Per adviser
- $145M
- Advisers
- 7
No reported disclosures
Enervest Investment Services, L.L.C.
Houston, TX · Est. 2018
- AUM
- $1.0B
- Per adviser
- $113M
- Advisers
- 9
No reported disclosures
Teamwork Financial Advisors, LLC
San Antonio, TX · Est. 2019
- AUM
- $1.0B
- Per adviser
- $72M
- Advisers
- 14
No reported disclosures
Brigham Management, LLC
Austin, TX · Est. 2021
- AUM
- $1.0B
- Per adviser
- $48M
- Advisers
- 21
No reported disclosures
Renovo Capital, LLC
Dallas, TX · Est. 2015
- AUM
- $1.0B
- Per adviser
- $72M
- Advisers
- 14
No reported disclosures
Pelican Energy Partners
Houston, TX · Est. 2016
- AUM
- $1.0B
- Per adviser
- $67M
- Advisers
- 15
No reported disclosures
Avion Wealth
The Woodlands, TX · Est. 2015
- AUM
- $985M
- Per adviser
- $123M
- Advisers
- 8
No reported disclosures
Bentoak Capital
Weatherford, TX · Est. 2014
- AUM
- $970M
- Per adviser
- $51M
- Advisers
- 19
No reported disclosures
Revival Healthcare Capital LLC
Austin, TX · Est. 2022
- AUM
- $964M
- Per adviser
- $80M
- Advisers
- 12
No reported disclosures
Intelligent Wealth Solutions LLC
Austin, TX · Est. 2019
- AUM
- $961M
- Per adviser
- $160M
- Advisers
- 6
No reported disclosures
White Deer
Houston, TX · Est. 2012
- AUM
- $961M
- Per adviser
- $137M
- Advisers
- 7
No reported disclosures
Militia Capital Management, LLC
Austin, TX · Est. 2025
- AUM
- $959M
- Per adviser
- $192M
- Advisers
- 5
No reported disclosures
Mbr Financial
Houston, TX · Est. 2013
- AUM
- $956M
- Per adviser
- $159M
- Advisers
- 6
No reported disclosures
Arvin Capital Management LP
Austin, TX · Est. 2023
- AUM
- $953M
- Per adviser
- $191M
- Advisers
- 5
No reported disclosures
Petrocap, LLC
Dallas, TX · Est. 2014
- AUM
- $949M
- Per adviser
- $158M
- Advisers
- 6
No reported disclosures
Disciplined Investors, L.L.C.
Waco, TX · Est. 2007
- AUM
- $942M
- Per adviser
- $118M
- Advisers
- 8
No reported disclosures
Ascension Capital Advisors, INC.
Houston, TX · Est. 2000
- AUM
- $939M
- Per adviser
- $134M
- Advisers
- 7
No reported disclosures
Pabrai Investment Funds
West Lake Hills, TX · Est. 2012
- AUM
- $936M
- Per adviser
- $468M
- Advisers
- 2
No reported disclosures
Ara Gc Partners, LLC
Houston, TX · Est. 2025
- AUM
- $936M
- Per adviser
- $104M
- Advisers
- 9
No reported disclosures
Vaquero Private Wealth, Ltd.
Dallas, TX · Est. 2019
- AUM
- $929M
- Per adviser
- $155M
- Advisers
- 6
No reported disclosures
Strategic Financial Concepts, LLC
San Antonio, TX · Est. 2006
- AUM
- $928M
- Per adviser
- $23M
- Advisers
- 41
No reported disclosures
Lavaca Capital, LLC
Houston, TX · Est. 2018
- AUM
- $927M
- Per adviser
- $232M
- Advisers
- 4
No reported disclosures
Coyle Capital, LLC
Lakeway, TX · Est. 2019
- AUM
- $925M
- Per adviser
- $154M
- Advisers
- 6
No reported disclosures
Keller Wealth Advisors
Victoria, TX · Est. 1998
- AUM
- $923M
- Per adviser
- $115M
- Advisers
- 8
No reported disclosures
Goodman Financial Corporation
Houston, TX · Est. 2002
- AUM
- $916M
- Per adviser
- $57M
- Advisers
- 16
No reported disclosures
Christopher & Co., LLC
Austin, TX · Est. 2024
- AUM
- $914M
- Per adviser
- $183M
- Advisers
- 5
No reported disclosures
Braemont Capital
Dallas, TX · Est. 2021
- AUM
- $913M
- Per adviser
- $91M
- Advisers
- 10
No reported disclosures
Briaud Financial Advisors
College Station, TX · Est. 1988
- AUM
- $913M
- Per adviser
- $152M
- Advisers
- 6
No reported disclosures
Brookmont Capital Management
Dallas, TX · Est. 2007
- AUM
- $910M
- Per adviser
- $228M
- Advisers
- 4
No reported disclosures
Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services
Arlington, TX · Est. 1999
- AUM
- $909M
- Per adviser
- $182M
- Advisers
- 5
No reported disclosures
Richard P. Slaughter Associates, INC.
Austin, TX · Est. 1998
- AUM
- $905M
- Per adviser
- $75M
- Advisers
- 12
No reported disclosures
Distributed Global Manager LP
Austin, TX · Est. 2021
- AUM
- $903M
- Per adviser
- $181M
- Advisers
- 5
No reported disclosures
Riata Capital Group, LLC
Dallas, TX · Est. 2020
- AUM
- $901M
- Per adviser
- $60M
- Advisers
- 15
No reported disclosures
Gec Advisors LLC
Houston, TX · Est. 2015
- AUM
- $892M
- Per adviser
- $223M
- Advisers
- 4
No reported disclosures
Commerce Street Investment Management
Dallas, TX · Est. 2008
- AUM
- $891M
- Per adviser
- $89M
- Advisers
- 10
No reported disclosures
Lwo LLC
Dallas, TX · Est. 2023
- AUM
- $891M
- Per adviser
- $59M
- Advisers
- 15
No reported disclosures
Bluescape Energy Partners LLC
Dallas, TX · Est. 2016
- AUM
- $890M
- Per adviser
- $178M
- Advisers
- 5
No reported disclosures
Erguz, LLC
The Woodlands, TX · Est. 2013
- AUM
- $889M
- Per adviser
- $889M
- Advisers
- 1
No reported disclosures
Strata Wealth Advisors, LLC
Dallas, TX · Est. 2017
- AUM
- $886M
- Per adviser
- $98M
- Advisers
- 9
No reported disclosures
Insight Equity Management Company LLC
Southlake, TX · Est. 2012
- AUM
- $886M
- Per adviser
- $59M
- Advisers
- 15
No reported disclosures
Cfm Wealth Partners LLC
Austin, TX · Est. 2019
- AUM
- $886M
- Per adviser
- $886M
- Advisers
- 1
No reported disclosures
Robert Harrell, Incorporated
Austin, TX · Est. 1991
- AUM
- $885M
- Per adviser
- $177M
- Advisers
- 5
No reported disclosures
Optas, LLC
Dripping Springs, TX · Est. 2019
- AUM
- $882M
- Per adviser
- $176M
- Advisers
- 5
No reported disclosures
Roscommon Analytics LLC
Houston, TX · Est. 2024
- AUM
- $881M
- Per adviser
- $20M
- Advisers
- 45
No reported disclosures
Alongside, LLC
Austin, TX · Est. 2025
- AUM
- $879M
- Per adviser
- $293M
- Advisers
- 3
No reported disclosures
Alpha Capital Management
Austin, TX · Est. 2002
- AUM
- $871M
- Per adviser
- $174M
- Advisers
- 5
No reported disclosures
Pine Valley Capital Partners LLC
Austin, TX · Est. 2024
- AUM
- $870M
- Per adviser
- $87M
- Advisers
- 10
No reported disclosures
Probity Advisors, INC.
Dallas, TX · Est. 2002
- AUM
- $859M
- Per adviser
- $123M
- Advisers
- 7
No reported disclosures
Grey Rock Management Partners IV, LLC
Dallas, TX · Est. 2022
- AUM
- $857M
- Per adviser
- $57M
- Advisers
- 15
No reported disclosures
Cpmg, INC.
Dallas, TX · Est. 2005
- AUM
- $856M
- Per adviser
- $428M
- Advisers
- 2
No reported disclosures
Apeiron
Dallas, TX · Est. 2017
- AUM
- $852M
- Per adviser
- $77M
- Advisers
- 11
No reported disclosures
Adams Asset Advisors LLC
Dallas, TX · Est. 2003
- AUM
- $839M
- Per adviser
- $839M
- Advisers
- 1
No reported disclosures
Ironarc Management, LLC
Austin, TX · Est. 2025
- AUM
- $834M
- Per adviser
- $209M
- Advisers
- 4
No reported disclosures
Climate Investment
Houston, TX · Est. 2023
- AUM
- $831M
- Per adviser
- $33M
- Advisers
- 25
No reported disclosures
Centergate Capital
Austin, TX · Est. 2017
- AUM
- $828M
- Per adviser
- $44M
- Advisers
- 19
No reported disclosures
Madden Asset Management
Dallas, TX · Est. 2004
- AUM
- $826M
- Per adviser
- $275M
- Advisers
- 3
No reported disclosures
Platform Partners LLC
Houston, TX · Est. 2017
- AUM
- $825M
- Per adviser
- $52M
- Advisers
- 16
No reported disclosures
Highcrest Capital, LLC
Fredericksburg, TX · Est. 2019
- AUM
- $824M
- Per adviser
- $82M
- Advisers
- 10
No reported disclosures
Nexannuity Asset Management, L.P.
Dallas, TX · Est. 2021
- AUM
- $823M
- Per adviser
- $206M
- Advisers
- 4
No reported disclosures
Alta Fox Capital Management, LLC
Fort Worth, TX · Est. 2021
- AUM
- $821M
- Per adviser
- $164M
- Advisers
- 5
No reported disclosures
Assetbuilder, INC.
Allen, TX · Est. 2007
- AUM
- $813M
- Per adviser
- $116M
- Advisers
- 7
No reported disclosures
Franklin, Parlapiano, Turner & Welch LLC
Houston, TX · Est. 2007
- AUM
- $811M
- Per adviser
- $203M
- Advisers
- 4
No reported disclosures
Tanglewood Legacy Advisors, LLC
Houston, TX · Est. 2016
- AUM
- $809M
- Per adviser
- $202M
- Advisers
- 4
No reported disclosures
Nokomis Capital, L.L.C.
Dallas, TX · Est. 2012
- AUM
- $804M
- Per adviser
- $268M
- Advisers
- 3
No reported disclosures
Moss, Luse & Womble, LLC
Plano, TX · Est. 2019
- AUM
- $803M
- Per adviser
- $38M
- Advisers
- 21
No reported disclosures
Clear Trail Advisors, LLC
Houston, TX · Est. 2025
- AUM
- $803M
- Per adviser
- $201M
- Advisers
- 4
No reported disclosures
Elsewhere Partners, LLC
Austin, TX · Est. 2023
- AUM
- $803M
- Per adviser
- $47M
- Advisers
- 17
No reported disclosures
Harris Preston & Partners, LLC
Austin, TX · Est. 2012
- AUM
- $799M
- Per adviser
- $160M
- Advisers
- 5
No reported disclosures
Saturn V Capital Management LP
Austin, TX · Est. 2023
- AUM
- $793M
- Per adviser
- $198M
- Advisers
- 4
No reported disclosures
Softvest Advisors
Abilene, TX · Est. 2019
- AUM
- $788M
- Per adviser
- $113M
- Advisers
- 7
No reported disclosures
Cresta Advisors
Laredo, TX · Est. 2014
- AUM
- $786M
- Per adviser
- $87M
- Advisers
- 9
No reported disclosures
Pin Oak Investment Advisors INC
Houston, TX · Est. 1990
- AUM
- $785M
- Per adviser
- $157M
- Advisers
- 5
No reported disclosures
Hourglass Capital, LLC
Houston, TX · Est. 2008
- AUM
- $769M
- Per adviser
- $384M
- Advisers
- 2
No reported disclosures
Urban Fund Management, LLC
Plano, TX · Est. 2013
- AUM
- $768M
- Per adviser
- $77M
- Advisers
- 10
No reported disclosures
Paratus Financial, INC.
Dallas, TX · Est. 2005
- AUM
- $757M
- Per adviser
- $108M
- Advisers
- 7
No reported disclosures
Westwood Wealth Management
Dallas, TX · Est. 2004
- AUM
- $750M
- Per adviser
- $54M
- Advisers
- 14
No reported disclosures
Autumn Glory Partners, LLC
Dallas, TX · Est. 2017
- AUM
- $748M
- Per adviser
- $748M
- Advisers
- 1
No reported disclosures
Pax Financial Group
San Antonio, TX · Est. 2016
- AUM
- $747M
- Per adviser
- $68M
- Advisers
- 11
No reported disclosures
Crossplane Capital Management, LP
Dallas, TX · Est. 2021
- AUM
- $736M
- Per adviser
- $57M
- Advisers
- 13
No reported disclosures
Thomist Capital Management, LP
Houston, TX · Est. 2019
- AUM
- $736M
- Per adviser
- $74M
- Advisers
- 10
No reported disclosures
Virtus Family Office
El Paso, TX · Est. 2021
- AUM
- $727M
- Per adviser
- $363M
- Advisers
- 2
No reported disclosures
Haddington Ventures, LLC
Houston, TX · Est. 2012
- AUM
- $726M
- Per adviser
- $121M
- Advisers
- 6
No reported disclosures
Wealthstar Advisors, LLC
Plano, TX · Est. 2014
- AUM
- $724M
- Per adviser
- $90M
- Advisers
- 8
No reported disclosures
Doliver Advisors, L.P.
Houston, TX · Est. 1993
- AUM
- $718M
- Per adviser
- $120M
- Advisers
- 6
No reported disclosures
Main Street Retirement Planning, LLC
Coppell, TX · Est. 2021
- AUM
- $717M
- Per adviser
- $239M
- Advisers
- 3
No reported disclosures
Manske Wealth Management, LLC
Houston, TX · Est. 2014
- AUM
- $707M
- Per adviser
- $88M
- Advisers
- 8
No reported disclosures
Corrigo Investment Partners, LLC
Austin, TX · Est. 2018
- AUM
- $707M
- Per adviser
- $118M
- Advisers
- 6
No reported disclosures
E & G Advisors, LLC
Houston, TX · Est. 2014
- AUM
- $707M
- Per adviser
- $177M
- Advisers
- 4
No reported disclosures
Latticework Capital Management LLC
Dallas, TX · Est. 2021
- AUM
- $705M
- Per adviser
- $71M
- Advisers
- 10
No reported disclosures
Ccc Advisors, LLC
Austin, TX · Est. 2017
- AUM
- $703M
- Per adviser
- $64M
- Advisers
- 11
No reported disclosures
Lauterbach Financial Advisors, LLC
El Paso, TX · Est. 2005
- AUM
- $700M
- Per adviser
- $140M
- Advisers
- 5
No reported disclosures
Aethon Energy Management
Dallas, TX · Est. 2014
- AUM
- $700M
- Per adviser
- $50M
- Advisers
- 14
No reported disclosures
Ikarian Capital
Dallas, TX · Est. 2020
- AUM
- $698M
- Per adviser
- $233M
- Advisers
- 3
No reported disclosures
Diesslin Group, INC.
Fort Worth, TX · Est. 1988
- AUM
- $696M
- Per adviser
- $139M
- Advisers
- 5
No reported disclosures
LP Investment Management, LLC
Dallas, TX · Est. 2020
- AUM
- $696M
- Per adviser
- $696M
- Advisers
- 1
No reported disclosures
Optimum Quantvest Corporation
Dallas, TX · Est. 2019
- AUM
- $695M
- Per adviser
- $348M
- Advisers
- 2
No reported disclosures
Bridge Capital Advisors
Houston, TX · Est. 2022
- AUM
- $687M
- Per adviser
- $344M
- Advisers
- 2
No reported disclosures
Precedent Wealth Partners, LLC
Houston, TX · Est. 2023
- AUM
- $685M
- Per adviser
- $137M
- Advisers
- 5
No reported disclosures
Century Management Financial Advisors
Austin, TX · Est. 1979
- AUM
- $680M
- Per adviser
- $57M
- Advisers
- 12
No reported disclosures
Saxon Financial Group
Houston, TX · Est. 2021
- AUM
- $679M
- Per adviser
- $45M
- Advisers
- 15
No reported disclosures
Brasada Capital Management, LP
Houston, TX · Est. 2013
- AUM
- $679M
- Per adviser
- $68M
- Advisers
- 10
No reported disclosures
Signal Securities, INC.
Fort Worth, TX · Est. 2004
- AUM
- $679M
- Per adviser
- $30M
- Advisers
- 23
Tyme Advisors
Plano, TX · Est. 2024
- AUM
- $678M
- Per adviser
- $678M
- Advisers
- 1
No reported disclosures
9823 Capital, LP
Dallas, TX · Est. 2023
- AUM
- $677M
- Per adviser
- $169M
- Advisers
- 4
No reported disclosures
Waterway Wealth Management, L.L.C.
The Woodlands, TX · Est. 2013
- AUM
- $676M
- Per adviser
- $169M
- Advisers
- 4
No reported disclosures
The Goff Financial Group
Houston, TX · Est. 2003
- AUM
- $674M
- Per adviser
- $225M
- Advisers
- 3
No reported disclosures
Oakwell Private Wealth Management
Austin, TX · Est. 2017
- AUM
- $668M
- Per adviser
- $74M
- Advisers
- 9
No reported disclosures
Cayetano Development, LLC
Austin, TX · Est. 2021
- AUM
- $667M
- Per adviser
- $95M
- Advisers
- 7
No reported disclosures
Mcelhenny Sheffield Capital Management, LLC
Dallas, TX · Est. 2014
- AUM
- $663M
- Per adviser
- $95M
- Advisers
- 7
No reported disclosures
Harrell Investment Partners, LLC
Austin, TX · Est. 2018
- AUM
- $662M
- Per adviser
- $166M
- Advisers
- 4
No reported disclosures
Pender Capital Management, LLC
Dallas, TX · Est. 2018
- AUM
- $661M
- Per adviser
- $51M
- Advisers
- 13
No reported disclosures
Banorte Asset Management, INC.
Houston, TX · Est. 2019
- AUM
- $661M
- Per adviser
- $39M
- Advisers
- 17
No reported disclosures
St. James Investment Company, LLC
Southlake, TX · Est. 2003
- AUM
- $661M
- Per adviser
- $330M
- Advisers
- 2
No reported disclosures
Goodlander Investment Management, LLC
Dallas, TX · Est. 2025
- AUM
- $660M
- Per adviser
- $132M
- Advisers
- 5
No reported disclosures
Aspen Wealth Management, LLC
Fort Worth, TX · Est. 2018
- AUM
- $658M
- Per adviser
- $110M
- Advisers
- 6
No reported disclosures
Optima Asset Management INC
Dallas, TX · Est. 1996
- AUM
- $657M
- Per adviser
- $329M
- Advisers
- 2
No reported disclosures
Wela Financial Advisory
San Antonio, TX · Est. 2011
- AUM
- $657M
- Per adviser
- $219M
- Advisers
- 3
No reported disclosures
Early Mcclintic & Mcmillan, LLC
Stafford, TX · Est. 2017
- AUM
- $652M
- Per adviser
- $109M
- Advisers
- 6
No reported disclosures
Monex Asset Management, INC.
Houston, TX · Est. 2021
- AUM
- $651M
- Per adviser
- $38M
- Advisers
- 17
Sheridan Production Partners Manager III, LLC
Houston, TX · Est. 2020
- AUM
- $650M
- Per adviser
- $130M
- Advisers
- 5
No reported disclosures
Reap Financial Group, LLC
Austin, TX · Est. 2020
- AUM
- $648M
- Per adviser
- $108M
- Advisers
- 6
No reported disclosures
Spicewood Mineral Management, LLC
Dallas, TX · Est. 2023
- AUM
- $645M
- Per adviser
- $81M
- Advisers
- 8
No reported disclosures
Eldred Rock Partners, LLC
San Antonio, TX · Est. 2023
- AUM
- $644M
- Per adviser
- $107M
- Advisers
- 6
No reported disclosures
Granite Harbor Advisors, INC.
Houston, TX · Est. 2017
- AUM
- $642M
- Per adviser
- $107M
- Advisers
- 6
No reported disclosures
The Watchman Group, INC.
Plano, TX · Est. 2005
- AUM
- $640M
- Per adviser
- $160M
- Advisers
- 4
No reported disclosures
Bellatore Financial, INC.
The Woodlands, TX · Est. 2007
- AUM
- $639M
- Per adviser
- $319M
- Advisers
- 2
No reported disclosures
Scott & Selber, INC. Capital Management
Houston, TX · Est. 1986
- AUM
- $638M
- Per adviser
- $319M
- Advisers
- 2
No reported disclosures
Clare Market Investments, LLC
Dallas, TX · Est. 2019
- AUM
- $635M
- Per adviser
- $159M
- Advisers
- 4
No reported disclosures
Stanley Capital Management, LLC
Houston, TX · Est. 2017
- AUM
- $635M
- Per adviser
- $212M
- Advisers
- 3
No reported disclosures
Wj Interests, LLC
Sugar Land, TX · Est. 2003
- AUM
- $634M
- Per adviser
- $127M
- Advisers
- 5
No reported disclosures
Stuart Investment Advisors, INC.
Austin, TX · Est. 1999
- AUM
- $631M
- Per adviser
- $315M
- Advisers
- 2
No reported disclosures
Davidson Capital Management, INC
Corpus Christi, TX · Est. 2001
- AUM
- $630M
- Per adviser
- $158M
- Advisers
- 4
No reported disclosures
Crosstimbers Capital Group, LLC
Houston, TX · Est. 2017
- AUM
- $626M
- Per adviser
- $42M
- Advisers
- 15
No reported disclosures
Sovereign Wealth Advisors LLC
Houston, TX · Est. 2015
- AUM
- $625M
- Per adviser
- $18M
- Advisers
- 35
No reported disclosures
Fca Corp
Houston, TX · Est. 1984
- AUM
- $623M
- Per adviser
- $57M
- Advisers
- 11
No reported disclosures
Shoten Capital LP
Austin, TX · Est. 2025
- AUM
- $622M
- Per adviser
- $124M
- Advisers
- 5
No reported disclosures
Corus Family Wealth Advisors, INC.
Mckinney, TX · Est. 2020
- AUM
- $620M
- Per adviser
- $77M
- Advisers
- 8
No reported disclosures
Di Investment Management LP
Dallas, TX · Est. 2022
- AUM
- $618M
- Per adviser
- $14M
- Advisers
- 45
No reported disclosures
Eq Wealth Advisors
Dallas, TX · Est. 2022
- AUM
- $617M
- Per adviser
- $154M
- Advisers
- 4
No reported disclosures
Freedom Day Solutions, LLC
Houston, TX · Est. 2006
- AUM
- $615M
- Per adviser
- $154M
- Advisers
- 4
No reported disclosures
Trinity Investors Fund Advisors, LLC
Southlake, TX · Est. 2023
- AUM
- $607M
- Per adviser
- $152M
- Advisers
- 4
No reported disclosures
Tlwm Financial
San Antonio, TX · Est. 2014
- AUM
- $605M
- Per adviser
- $67M
- Advisers
- 9
No reported disclosures
Ackerman Capital Management
Dallas, TX · Est. 2002
- AUM
- $604M
- Per adviser
- $201M
- Advisers
- 3
No reported disclosures
Vendera Management Holdings, LLC
Dallas, TX · Est. 2016
- AUM
- $603M
- Per adviser
- $60M
- Advisers
- 10
No reported disclosures
Chj Wealth Management
The Woodlands, TX · Est. 2010
- AUM
- $600M
- Per adviser
- $120M
- Advisers
- 5
No reported disclosures
Ascentis Wealth Management, LLC
Dallas, TX · Est. 2024
- AUM
- $596M
- Per adviser
- $119M
- Advisers
- 5
No reported disclosures
Outlook Wealth Advisors, LLC
The Woodlands, TX · Est. 2018
- AUM
- $594M
- Per adviser
- $119M
- Advisers
- 5
No reported disclosures
Financial Gravity Family Office Services, LLC
Lakeway, TX · Est. 2021
- AUM
- $590M
- Per adviser
- $37M
- Advisers
- 16
Virage Capital Management LP
Houston, TX · Est. 2014
- AUM
- $588M
- Per adviser
- $98M
- Advisers
- 6
No reported disclosures
Summa Corp.
Tomball, TX · Est. 2016
- AUM
- $587M
- Per adviser
- $294M
- Advisers
- 2
No reported disclosures
Kdk Private Wealth Management
Houston, TX · Est. 2021
- AUM
- $585M
- Per adviser
- $146M
- Advisers
- 4
No reported disclosures
Armadillo Litigation Funding LLC
Houston, TX · Est. 2020
- AUM
- $581M
- Per adviser
- $83M
- Advisers
- 7
No reported disclosures
Rtw Financial Advisors INC
Dallas, TX · Est. 1991
- AUM
- $581M
- Per adviser
- $194M
- Advisers
- 3
No reported disclosures
Mosaic Advisors
Houston, TX · Est. 2015
- AUM
- $581M
- Per adviser
- $36M
- Advisers
- 16
No reported disclosures
Civitas Capital Management, LLC
Dallas, TX · Est. 2022
- AUM
- $579M
- Per adviser
- $39M
- Advisers
- 15
No reported disclosures
Muddy Waters Capital LLC
Austin, TX · Est. 2017
- AUM
- $576M
- Per adviser
- $58M
- Advisers
- 10
No reported disclosures
Sanders Morris LLC
Houston, TX · Est. 2006
- AUM
- $576M
- Per adviser
- $44M
- Advisers
- 13
No reported disclosures
Lucashill, LLC
Dallas, TX · Est. 2022
- AUM
- $575M
- Per adviser
- $192M
- Advisers
- 3
No reported disclosures
Lifestyle Asset Management, INC.
Friendswood, TX · Est. 2019
- AUM
- $571M
- Per adviser
- $44M
- Advisers
- 13
No reported disclosures
Act Wealth Management, LLC
Allen, TX · Est. 2010
- AUM
- $569M
- Per adviser
- $114M
- Advisers
- 5
No reported disclosures
Generational Wealth Advisors
Richardson, TX · Est. 2007
- AUM
- $569M
- Per adviser
- $52M
- Advisers
- 11
No reported disclosures
Sequel Holdings, L.P.
Dallas, TX · Est. 2019
- AUM
- $563M
- Per adviser
- $56M
- Advisers
- 10
No reported disclosures
Beck Capital Management LLC
Austin, TX · Est. 2010
- AUM
- $562M
- Per adviser
- $80M
- Advisers
- 7
No reported disclosures
Rog Vi L.L.C.
Houston, TX · Est. 2018
- AUM
- $561M
- Per adviser
- $30M
- Advisers
- 19
No reported disclosures
Endeavor Advisors, LLC
The Woodlands, TX · Est. 2024
- AUM
- $560M
- Per adviser
- $70M
- Advisers
- 8
No reported disclosures
Qvidtvm Management LLC
The Woodlands, TX · Est. 2021
- AUM
- $556M
- Per adviser
- $556M
- Advisers
- 1
No reported disclosures
Digital Wealth Partners
Dallas, TX · Est. 2023
- AUM
- $555M
- Per adviser
- $33M
- Advisers
- 17
No reported disclosures
Kercheville Advisors LLC
San Antonio, TX · Est. 2015
- AUM
- $555M
- Per adviser
- $185M
- Advisers
- 3
No reported disclosures
Suntx Capital Management Corp.
Dallas, TX · Est. 2012
- AUM
- $554M
- Per adviser
- $62M
- Advisers
- 9
No reported disclosures
Nexus One Financial Advisors LLC
Plano, TX · Est. 2025
- AUM
- $552M
- Per adviser
- $110M
- Advisers
- 5
No reported disclosures
The Sum
The Woodlands, TX · Est. 2021
- AUM
- $551M
- Per adviser
- $79M
- Advisers
- 7
No reported disclosures
Amicus Financial Advisors, LLC
Lubbock, TX · Est. 2018
- AUM
- $551M
- Per adviser
- $29M
- Advisers
- 19
No reported disclosures
Ias Wealth Management, INC.
The Woodlands, TX · Est. 2001
- AUM
- $549M
- Per adviser
- $110M
- Advisers
- 5
No reported disclosures
Mack & Co. Partners, LP
Dallas, TX · Est. 2025
- AUM
- $549M
- Per adviser
- $274M
- Advisers
- 2
No reported disclosures
Mills Wealth Advisors, LLC
Southlake, TX · Est. 2017
- AUM
- $549M
- Per adviser
- $91M
- Advisers
- 6
No reported disclosures
Newstone Capital Partners, LLC
Dallas, TX · Est. 2012
- AUM
- $544M
- Per adviser
- $109M
- Advisers
- 5
No reported disclosures
Cibolo Energy Partners, LLC
Houston, TX · Est. 2018
- AUM
- $542M
- Per adviser
- $60M
- Advisers
- 9
No reported disclosures
Caz Investments Registered Adviser LLC
Houston, TX · Est. 2023
- AUM
- $541M
- Per adviser
- $8M
- Advisers
- 68
No reported disclosures
Aecom-Canyon Partners Real Estate Fund Advisors LLC
Dallas, TX · Est. 2018
- AUM
- $537M
- Per adviser
- $21M
- Advisers
- 26
No reported disclosures
Bp Capital Energy Advisors, LLC
Dallas, TX · Est. 2013
- AUM
- $537M
- Per adviser
- $77M
- Advisers
- 7
No reported disclosures
Juniper Capital Advisors, L.P.
Houston, TX · Est. 2015
- AUM
- $535M
- Per adviser
- $45M
- Advisers
- 12
No reported disclosures
Peirce Capital Management, LLC
The Woodlands, TX · Est. 2015
- AUM
- $534M
- Per adviser
- $107M
- Advisers
- 5
No reported disclosures
Robertson Investment Management
Houston, TX · Est. 2021
- AUM
- $534M
- Per adviser
- $53M
- Advisers
- 10
No reported disclosures
New Capital Management, LP
Houston, TX · Est. 2004
- AUM
- $534M
- Per adviser
- $267M
- Advisers
- 2
No reported disclosures
Sky Island Capital
Dallas, TX · Est. 2019
- AUM
- $533M
- Per adviser
- $44M
- Advisers
- 12
No reported disclosures
Eight 31 Financial, LLC
Midland, TX · Est. 2023
- AUM
- $532M
- Per adviser
- $133M
- Advisers
- 4
No reported disclosures
Titan Retirement Advisors LLC
Fulshear, TX · Est. 2020
- AUM
- $531M
- Per adviser
- $266M
- Advisers
- 2
No reported disclosures
Trinity Portfolio Advisors, LLC
Southlake, TX · Est. 2009
- AUM
- $531M
- Per adviser
- $59M
- Advisers
- 9
No reported disclosures
Financial Gravity Asset Management, INC.
Austin, TX · Est. 2017
- AUM
- $523M
- Per adviser
- $523M
- Advisers
- 1
No reported disclosures
Trinity Legacy Partners, LLC
Houston, TX · Est. 2017
- AUM
- $521M
- Per adviser
- $87M
- Advisers
- 6
No reported disclosures
Dean, Jacobson Financial Services
Fort Worth, TX · Est. 2012
- AUM
- $519M
- Per adviser
- $74M
- Advisers
- 7
No reported disclosures
Summit House Capital Management, LLC
Dallas, TX · Est. 2020
- AUM
- $519M
- Per adviser
- $86M
- Advisers
- 6
No reported disclosures
Haven Wealth Group
Houston, TX · Est. 2008
- AUM
- $515M
- Per adviser
- $64M
- Advisers
- 8
No reported disclosures
Broadwing Capital Management LLC
Dallas, TX · Est. 2025
- AUM
- $513M
- Per adviser
- $51M
- Advisers
- 10
No reported disclosures
Leo Wealth Americas, LLC
Hurst, TX · Est. 2026
- AUM
- $512M
- Per adviser
- $24M
- Advisers
- 21
No reported disclosures
Owner Resource Group, LLC
Austin, TX · Est. 2014
- AUM
- $511M
- Per adviser
- $32M
- Advisers
- 16
No reported disclosures
Hfg Wealth Management, LLC
The Woodlands, TX · Est. 2008
- AUM
- $506M
- Per adviser
- $84M
- Advisers
- 6
No reported disclosures
327 Capital Partners, LLC
San Antonio, TX · Est. 2021
- AUM
- $506M
- Per adviser
- $506M
- Advisers
- 1
No reported disclosures
Smh Capital Advisors LLC
Fort Worth, TX · Est. 1997
- AUM
- $503M
- Per adviser
- $252M
- Advisers
- 2
No reported disclosures
Cypress Creek Partners
Austin, TX · Est. 2004
- AUM
- $500M
- Per adviser
- $83M
- Advisers
- 6
No reported disclosures
Sabrepoint Capital Management
Dallas, TX · Est. 2019
- AUM
- $500M
- Per adviser
- $125M
- Advisers
- 4
No reported disclosures
Outrunner Capital, LLC
Austin, TX · Est. 2024
- AUM
- $498M
- Per adviser
- $166M
- Advisers
- 3
No reported disclosures
Socorro Asset Management
Dallas, TX · Est. 2019
- AUM
- $498M
- Per adviser
- $166M
- Advisers
- 3
No reported disclosures
William Madison Advisors, INC.
Abilene, TX · Est. 2018
- AUM
- $498M
- Per adviser
- $166M
- Advisers
- 3
No reported disclosures
Rr Advisors, LLC
Dallas, TX · Est. 2012
- AUM
- $497M
- Per adviser
- $248M
- Advisers
- 2
No reported disclosures
Relevance Capital Management
Denton, TX · Est. 2012
- AUM
- $496M
- Per adviser
- $124M
- Advisers
- 4
No reported disclosures
Portfolio Advisory Council,L.L.C.
Houston, TX · Est. 1986
- AUM
- $495M
- Per adviser
- $82M
- Advisers
- 6
Allred Harris Wealth Management.
Dallas, TX · Est. 2018
- AUM
- $493M
- Per adviser
- $123M
- Advisers
- 4
No reported disclosures
Symmetry Capital Advisors LLC
Dallas, TX · Est. 2002
- AUM
- $493M
- Per adviser
- $493M
- Advisers
- 1
No reported disclosures
Basin Oil And Gas Management, LP
Fort Worth, TX · Est. 2020
- AUM
- $493M
- Per adviser
- $62M
- Advisers
- 8
No reported disclosures
Quantum Capital Group
Houston, TX · Est. 2012
- AUM
- $491M
- Per adviser
- $8M
- Advisers
- 65
No reported disclosures
Bridgefront Capital, LLC
Austin, TX · Est. 2021
- AUM
- $488M
- Per adviser
- $98M
- Advisers
- 5
No reported disclosures
Xebec Asset Management, LLC
Dallas, TX · Est. 2020
- AUM
- $484M
- Per adviser
- $27M
- Advisers
- 18
No reported disclosures
Militia Investments, LLC
Austin, TX · Est. 2024
- AUM
- $484M
- Per adviser
- $242M
- Advisers
- 2
No reported disclosures
Joyce Wealth Management, LLC
Houston, TX · Est. 2023
- AUM
- $483M
- Per adviser
- $161M
- Advisers
- 3
No reported disclosures
Oakstreet Wealth Management, INC.
Magnolia, TX · Est. 2019
- AUM
- $482M
- Per adviser
- $482M
- Advisers
- 1
No reported disclosures
Keener Financial Planning
Keller, TX · Est. 2019
- AUM
- $479M
- Per adviser
- $48M
- Advisers
- 10
No reported disclosures
Rfg Wealth Advisory
Argyle, TX · Est. 2018
- AUM
- $477M
- Per adviser
- $119M
- Advisers
- 4
No reported disclosures
Proem Advisors LLC
Dallas, TX · Est. 2025
- AUM
- $474M
- Per adviser
- $119M
- Advisers
- 4
No reported disclosures
Stellus Capital Income Pbdc, LLC
Houston, TX · Est. 2021
- AUM
- $473M
- Per adviser
- $24M
- Advisers
- 20
No reported disclosures
Carson Management Company, LLC
Dallas, TX · Est. 2010
- AUM
- $469M
- Per adviser
- $117M
- Advisers
- 4
No reported disclosures
Henry Bragg & Co.
Houston, TX · Est. 2020
- AUM
- $469M
- Per adviser
- $234M
- Advisers
- 2
No reported disclosures
Clear Sky Advisers, LLC
Bellaire, TX · Est. 2020
- AUM
- $467M
- Per adviser
- $233M
- Advisers
- 2
No reported disclosures
Brownlee Wealth Management
Houston, TX · Est. 2023
- AUM
- $465M
- Per adviser
- $93M
- Advisers
- 5
No reported disclosures
S2 Fund Manager, LLC
Dallas, TX · Est. 2023
- AUM
- $465M
- Per adviser
- $33M
- Advisers
- 14
No reported disclosures
Slw Investment Management, LLC
Dallas, TX · Est. 2024
- AUM
- $464M
- Per adviser
- $232M
- Advisers
- 2
No reported disclosures
Roth Financial Partners LLC
Kingwood, TX · Est. 2020
- AUM
- $460M
- Per adviser
- $153M
- Advisers
- 3
No reported disclosures
Beacon Advisors
Austin, TX · Est. 2025
- AUM
- $460M
- Per adviser
- $115M
- Advisers
- 4
No reported disclosures
Ancor Capital Partners
Southlake, TX · Est. 2021
- AUM
- $458M
- Per adviser
- $57M
- Advisers
- 8
No reported disclosures
Lgt Financial Advisors LLC
Dallas, TX · Est. 2013
- AUM
- $456M
- Per adviser
- $114M
- Advisers
- 4
No reported disclosures
Cypress Asset Management INC
Houston, TX · Est. 1996
- AUM
- $456M
- Per adviser
- $152M
- Advisers
- 3
No reported disclosures
Horizon Wealth Advisors
Houston, TX · Est. 2003
- AUM
- $451M
- Per adviser
- $113M
- Advisers
- 4
No reported disclosures
Enzi Wealth
Austin, TX · Est. 2021
- AUM
- $451M
- Per adviser
- $150M
- Advisers
- 3
No reported disclosures
Havencrest Capital Management, LLC
Dallas, TX · Est. 2022
- AUM
- $451M
- Per adviser
- $50M
- Advisers
- 9
No reported disclosures
Advocates Wealth Planning
Houston, TX · Est. 2006
- AUM
- $448M
- Per adviser
- $149M
- Advisers
- 3
No reported disclosures
United Advisors America
Prosper, TX · Est. 2018
- AUM
- $447M
- Per adviser
- $19M
- Advisers
- 24
No reported disclosures
Brigham Royalties Management, LLC
Austin, TX · Est. 2024
- AUM
- $446M
- Per adviser
- $37M
- Advisers
- 12
No reported disclosures
Ssb&T Wealth Management, LLC
Fredericksburg, TX · Est. 2023
- AUM
- $445M
- Per adviser
- $148M
- Advisers
- 3
No reported disclosures
Luminus Management, LLC
Houston, TX · Est. 2011
- AUM
- $443M
- Per adviser
- $221M
- Advisers
- 2
No reported disclosures
Thackeray Partners
Dallas, TX · Est. 2013
- AUM
- $443M
- Per adviser
- $40M
- Advisers
- 11
No reported disclosures
Destiny Advisors LLC
Austin, TX · Est. 2022
- AUM
- $441M
- Per adviser
- $441M
- Advisers
- 1
No reported disclosures
Burford Brothers, INC.
Dallas, TX · Est. 2019
- AUM
- $440M
- Per adviser
- $147M
- Advisers
- 3
No reported disclosures
Branson Fowlkes & Co INC
Houston, TX · Est. 1993
- AUM
- $439M
- Per adviser
- $63M
- Advisers
- 7
No reported disclosures
Schulz Wealth, Ltd.
Mansfield, TX · Est. 2018
- AUM
- $438M
- Per adviser
- $146M
- Advisers
- 3
No reported disclosures
Cic Partners Management LLC
Dallas, TX · Est. 2012
- AUM
- $438M
- Per adviser
- $88M
- Advisers
- 5
No reported disclosures
Swmg, LLC
Fort Worth, TX · Est. 2019
- AUM
- $430M
- Per adviser
- $86M
- Advisers
- 5
No reported disclosures
Carlson Capital, L.P.
Dallas, TX · Est. 2001
- AUM
- $429M
- Per adviser
- $43M
- Advisers
- 10
Pacific Strategic Management, LP
Houston, TX · Est. 2003
- AUM
- $426M
- Per adviser
- $426M
- Advisers
- 1
No reported disclosures
Murphy & Sylvest
Dallas, TX · Est. 2018
- AUM
- $426M
- Per adviser
- $61M
- Advisers
- 7
No reported disclosures
Smart Money Group, LLC
Eastland, TX · Est. 2016
- AUM
- $424M
- Per adviser
- $47M
- Advisers
- 9
No reported disclosures
Zarvona Energy LLC
Houston, TX · Est. 2017
- AUM
- $423M
- Per adviser
- $141M
- Advisers
- 3
No reported disclosures
Point Bridge Capital, LLC
Fort Worth, TX · Est. 2013
- AUM
- $420M
- Per adviser
- $420M
- Advisers
- 1
No reported disclosures
Moontower Asset Management LP
Austin, TX · Est. 2025
- AUM
- $419M
- Per adviser
- $47M
- Advisers
- 9
No reported disclosures
Transce3nd LLC
Buda, TX · Est. 2022
- AUM
- $419M
- Per adviser
- $10M
- Advisers
- 42
No reported disclosures
Fruth Investment Management
Houston, TX · Est. 1992
- AUM
- $418M
- Per adviser
- $139M
- Advisers
- 3
No reported disclosures
Castleview Partners, LLC
Dallas, TX · Est. 2015
- AUM
- $417M
- Per adviser
- $35M
- Advisers
- 12
No reported disclosures
Slotnik Capital, LLC
Dallas, TX · Est. 2023
- AUM
- $416M
- Per adviser
- $139M
- Advisers
- 3
No reported disclosures
Caird Investments
Dallas, TX · Est. 2025
- AUM
- $413M
- Per adviser
- $83M
- Advisers
- 5
No reported disclosures
Vortus Investment Advisors, LLC
Fort Worth, TX · Est. 2015
- AUM
- $412M
- Per adviser
- $82M
- Advisers
- 5
No reported disclosures
True Financial Group
Cedar Park, TX · Est. 2017
- AUM
- $409M
- Per adviser
- $205M
- Advisers
- 2
No reported disclosures
Greenridge Growth Partners
Austin, TX · Est. 2023
- AUM
- $409M
- Per adviser
- $31M
- Advisers
- 13
No reported disclosures
Revere Asset
Allen, TX · Est. 2022
- AUM
- $408M
- Per adviser
- $82M
- Advisers
- 5
No reported disclosures
Fifth Force Management
Dallas, TX · Est. 2023
- AUM
- $407M
- Per adviser
- $136M
- Advisers
- 3
No reported disclosures
Palogic Value Management, L.P.
Dallas, TX · Est. 2021
- AUM
- $406M
- Per adviser
- $81M
- Advisers
- 5
No reported disclosures
S Harris Financial Group, LLC
San Antonio, TX · Est. 2024
- AUM
- $404M
- Per adviser
- $67M
- Advisers
- 6
No reported disclosures
Tfr Capital
Plano, TX · Est. 2024
- AUM
- $403M
- Per adviser
- $81M
- Advisers
- 5
Erben Associates, LLC
Austin, TX · Est. 2019
- AUM
- $402M
- Per adviser
- $40M
- Advisers
- 10
No reported disclosures
Rog Ix, LLC
Houston, TX · Est. 2019
- AUM
- $401M
- Per adviser
- $33M
- Advisers
- 12
No reported disclosures
The Capital Chart Room, Ltd
Fort Worth, TX · Est. 2001
- AUM
- $401M
- Per adviser
- $100M
- Advisers
- 4
No reported disclosures
Secure Financial Management
San Antonio, TX · Est. 2021
- AUM
- $400M
- Per adviser
- $100M
- Advisers
- 4
No reported disclosures
Threadgill Financial, LLC
The Woodlands, TX · Est. 2018
- AUM
- $399M
- Per adviser
- $200M
- Advisers
- 2
No reported disclosures
Pioneer Wealth Management Group
Austin, TX · Est. 2021
- AUM
- $399M
- Per adviser
- $44M
- Advisers
- 9
No reported disclosures
Stonecrest Advisors, INC.
Austin, TX · Est. 2023
- AUM
- $399M
- Per adviser
- $17M
- Advisers
- 24
No reported disclosures
Fortune Wealth Management, LLC
Dallas, TX · Est. 2011
- AUM
- $396M
- Per adviser
- $132M
- Advisers
- 3
No reported disclosures
Ka Credit Advisors II, LLC
Houston, TX · Est. 2021
- AUM
- $395M
- Per adviser
- $11M
- Advisers
- 35
No reported disclosures
Cargile Investment Management
Midland, TX · Est. 2005
- AUM
- $395M
- Per adviser
- $395M
- Advisers
- 1
Highpeak Energy Management, LLC
Fort Worth, TX · Est. 2019
- AUM
- $392M
- Per adviser
- $131M
- Advisers
- 3
No reported disclosures
Fifth Partners Management, LLC
Dallas, TX · Est. 2023
- AUM
- $392M
- Per adviser
- $56M
- Advisers
- 7
No reported disclosures
Post Oak Private Wealth Advisors
Houston, TX · Est. 2019
- AUM
- $391M
- Per adviser
- $56M
- Advisers
- 7
No reported disclosures
Nixon Capital LLC
Austin, TX · Est. 2021
- AUM
- $390M
- Per adviser
- $195M
- Advisers
- 2
No reported disclosures
Lbj Family Wealth Advisors, Ltd.
Austin, TX · Est. 2005
- AUM
- $389M
- Per adviser
- $194M
- Advisers
- 2
No reported disclosures
1836 Asset Management, LLC
Garland, TX · Est. 2021
- AUM
- $387M
- Per adviser
- $129M
- Advisers
- 3
No reported disclosures
Promus Advisors
Dallas, TX · Est. 2015
- AUM
- $385M
- Per adviser
- $96M
- Advisers
- 4
No reported disclosures
Wealth Benefit Advisors, LLC
Houston, TX · Est. 2022
- AUM
- $381M
- Per adviser
- $190M
- Advisers
- 2
No reported disclosures
Fortiter Wealth Management, LLC
Houston, TX · Est. 2014
- AUM
- $380M
- Per adviser
- $127M
- Advisers
- 3
No reported disclosures
Ironbridge Private Wealth, LLC
Austin, TX · Est. 2019
- AUM
- $380M
- Per adviser
- $63M
- Advisers
- 6
No reported disclosures
Cmg Wealth Management
Plano, TX · Est. 2020
- AUM
- $379M
- Per adviser
- $95M
- Advisers
- 4
No reported disclosures
Legacy Consulting Group
Plano, TX · Est. 2000
- AUM
- $379M
- Per adviser
- $95M
- Advisers
- 4
No reported disclosures
Rhodes Investment Advisors, INC.
Fort Worth, TX · Est. 2019
- AUM
- $376M
- Per adviser
- $42M
- Advisers
- 9
Concorde Investment Management
Dallas, TX · Est. 1981
- AUM
- $376M
- Per adviser
- $125M
- Advisers
- 3
No reported disclosures
Cultivar Capital, INC.
Denton, TX · Est. 2012
- AUM
- $375M
- Per adviser
- $188M
- Advisers
- 2
No reported disclosures
Km Capital Management, Ltd.
Austin, TX · Est. 2017
- AUM
- $374M
- Per adviser
- $94M
- Advisers
- 4
No reported disclosures
Juniper Capital Investment Management, L.P.
Houston, TX · Est. 2021
- AUM
- $371M
- Per adviser
- $31M
- Advisers
- 12
No reported disclosures
Overridge Wealth Advisors
Fort Worth, TX · Est. 2003
- AUM
- $368M
- Per adviser
- $41M
- Advisers
- 9
No reported disclosures
Redbud Advisors
Austin, TX · Est. 2022
- AUM
- $368M
- Per adviser
- $74M
- Advisers
- 5
No reported disclosures
Unity Partners
Dallas, TX · Est. 2025
- AUM
- $367M
- Per adviser
- $26M
- Advisers
- 14
No reported disclosures
M. E. Allison & Co., INC.
San Antonio, TX · Est. 2024
- AUM
- $366M
- Per adviser
- $37M
- Advisers
- 10
No reported disclosures
Old Hickory Partners Management, LP
Austin, TX · Est. 2025
- AUM
- $366M
- Per adviser
- $46M
- Advisers
- 8
No reported disclosures
Financial Life Advisors
San Antonio, TX · Est. 2017
- AUM
- $366M
- Per adviser
- $46M
- Advisers
- 8
No reported disclosures
Camden Wealth Advisors LLC
Houston, TX · Est. 2009
- AUM
- $366M
- Per adviser
- $73M
- Advisers
- 5
Homage Wealth Group LLC
Houston, TX · Est. 2026
- AUM
- $366M
- Per adviser
- $183M
- Advisers
- 2
No reported disclosures
Beaumont Asset Management, LLC
Beaumont, TX · Est. 2016
- AUM
- $365M
- Per adviser
- $122M
- Advisers
- 3
No reported disclosures
Tl Private Wealth
Southlake, TX · Est. 2017
- AUM
- $364M
- Per adviser
- $91M
- Advisers
- 4
No reported disclosures
Shelton Wealth Management, LLC
Fort Worth, TX · Est. 2021
- AUM
- $364M
- Per adviser
- $121M
- Advisers
- 3
No reported disclosures
Greenfield Seitz Capital Management, LLC
Dallas, TX · Est. 2009
- AUM
- $363M
- Per adviser
- $91M
- Advisers
- 4
No reported disclosures
Crestmont Private Wealth LLC
Boerne, TX · Est. 2019
- AUM
- $363M
- Per adviser
- $121M
- Advisers
- 3
No reported disclosures
Tsa Wealth Management
Houston, TX · Est. 2022
- AUM
- $359M
- Per adviser
- $120M
- Advisers
- 3
No reported disclosures
Robertson Opportunity Capital, LLC
Dallas, TX · Est. 2006
- AUM
- $359M
- Per adviser
- $72M
- Advisers
- 5
No reported disclosures
Lifeway Financial Corporation
Plano, TX · Est. 2003
- AUM
- $359M
- Per adviser
- $179M
- Advisers
- 2
No reported disclosures
Heritage Wealth Management
Houston, TX · Est. 2016
- AUM
- $358M
- Per adviser
- $89M
- Advisers
- 4
No reported disclosures
Mcdonald Capital Management
Lubbock, TX · Est. 2002
- AUM
- $358M
- Per adviser
- $179M
- Advisers
- 2
No reported disclosures
Stone Oak Wealth Management, LLC
San Antonio, TX · Est. 2020
- AUM
- $356M
- Per adviser
- $89M
- Advisers
- 4
No reported disclosures
Heritage Retirement Advisors, LLC
Colleyville, TX · Est. 2018
- AUM
- $351M
- Per adviser
- $117M
- Advisers
- 3
No reported disclosures
Norcap Investment Management, L.P.
Austin, TX · Est. 2005
- AUM
- $351M
- Per adviser
- $58M
- Advisers
- 6
No reported disclosures
Empower Wealth Management
Cedar Park, TX · Est. 2020
- AUM
- $349M
- Per adviser
- $70M
- Advisers
- 5
No reported disclosures
Michels Family Financial, LLC
Fort Worth, TX · Est. 2022
- AUM
- $348M
- Per adviser
- $174M
- Advisers
- 2
No reported disclosures
Cottonwood Capital Advisors
Irving, TX · Est. 2023
- AUM
- $347M
- Per adviser
- $116M
- Advisers
- 3
No reported disclosures
Gbm Wealth Management, INC.
Houston, TX · Est. 2024
- AUM
- $346M
- Per adviser
- $43M
- Advisers
- 8
No reported disclosures
Velocis Management, LLC
Dallas, TX · Est. 2023
- AUM
- $346M
- Per adviser
- $17M
- Advisers
- 20
No reported disclosures
Rhp Wealth Management
Houston, TX · Est. 2019
- AUM
- $345M
- Per adviser
- $69M
- Advisers
- 5
No reported disclosures
Crescent Advisor Group, INC.
Plano, TX · Est. 2023
- AUM
- $344M
- Per adviser
- $19M
- Advisers
- 18
No reported disclosures
Augment Advisors, LLC
Austin, TX · Est. 2026
- AUM
- $343M
- Per adviser
- $114M
- Advisers
- 3
No reported disclosures
Carroll Advisory Group
Texarkana, TX · Est. 2025
- AUM
- $341M
- Per adviser
- $85M
- Advisers
- 4
No reported disclosures
Cap Six Advisors
Houston, TX · Est. 2025
- AUM
- $341M
- Per adviser
- $114M
- Advisers
- 3
No reported disclosures
Eltekon Advisors, LLC.
West Lake Hills, TX · Est. 2022
- AUM
- $340M
- Per adviser
- $49M
- Advisers
- 7
No reported disclosures
Rps Retirement Plan Advisors
Austin, TX · Est. 2022
- AUM
- $336M
- Per adviser
- $112M
- Advisers
- 3
No reported disclosures
Capital Ideas
Dallas, TX · Est. 2006
- AUM
- $336M
- Per adviser
- $67M
- Advisers
- 5
No reported disclosures
First Dallas Securities, INC.
Dallas, TX · Est. 2006
- AUM
- $336M
- Per adviser
- $37M
- Advisers
- 9
The Menard Financial Group, LLC
Houston, TX · Est. 2018
- AUM
- $335M
- Per adviser
- $168M
- Advisers
- 2
No reported disclosures
Trisperity Advisors, LLC
Katy, TX · Est. 2018
- AUM
- $335M
- Per adviser
- $168M
- Advisers
- 2
No reported disclosures
Aspenridge Wealth Advisors
Fort Worth, TX · Est. 2025
- AUM
- $335M
- Per adviser
- $84M
- Advisers
- 4
No reported disclosures
Dovetail Wealth Management, LLC
Taylor, TX · Est. 2018
- AUM
- $333M
- Per adviser
- $111M
- Advisers
- 3
No reported disclosures
Hazoor Partners, LLC
Austin, TX · Est. 2022
- AUM
- $331M
- Per adviser
- $55M
- Advisers
- 6
No reported disclosures
Fluent Financial, LLC
Dallas, TX · Est. 2014
- AUM
- $330M
- Per adviser
- $55M
- Advisers
- 6
No reported disclosures
Techquity Capital Management
Austin, TX · Est. 2018
- AUM
- $329M
- Per adviser
- $165M
- Advisers
- 2
No reported disclosures
Avondale Wealth Management LLC
West Lake Hills, TX · Est. 2015
- AUM
- $327M
- Per adviser
- $109M
- Advisers
- 3
No reported disclosures
Resilient Capital Management, LLC
Dallas, TX · Est. 2023
- AUM
- $326M
- Per adviser
- $109M
- Advisers
- 3
No reported disclosures
Patron Partners, LLC
Houston, TX · Est. 2020
- AUM
- $326M
- Per adviser
- $163M
- Advisers
- 2
No reported disclosures
Crimson Management
Houston, TX · Est. 2004
- AUM
- $324M
- Per adviser
- $324M
- Advisers
- 1
No reported disclosures
Intrepid Investment Management, LLC
Houston, TX · Est. 2018
- AUM
- $323M
- Per adviser
- $54M
- Advisers
- 6
No reported disclosures
Asset Preservation Group INC
Grapevine, TX · Est. 1999
- AUM
- $321M
- Per adviser
- $161M
- Advisers
- 2
No reported disclosures
Founder Family Financial, LLC
Austin, TX · Est. 2024
- AUM
- $321M
- Per adviser
- $321M
- Advisers
- 1
No reported disclosures
Awm Financial Services INC.
The Woodlands, TX · Est. 2021
- AUM
- $321M
- Per adviser
- $46M
- Advisers
- 7
No reported disclosures
Plagens & Taylor Wealth Management
San Angelo, TX · Est. 2025
- AUM
- $318M
- Per adviser
- $64M
- Advisers
- 5
No reported disclosures
Openair Financial, LLC
Southlake, TX · Est. 2023
- AUM
- $318M
- Per adviser
- $45M
- Advisers
- 7
No reported disclosures
Bonner & Smith, LLC
Lubbock, TX · Est. 2015
- AUM
- $315M
- Per adviser
- $105M
- Advisers
- 3
No reported disclosures
Glass Wealth Management Co., LLC
San Antonio, TX · Est. 2018
- AUM
- $312M
- Per adviser
- $78M
- Advisers
- 4
No reported disclosures
Lake Whillans Capital Partners LLC
Plano, TX · Est. 2018
- AUM
- $312M
- Per adviser
- $78M
- Advisers
- 4
No reported disclosures
Nfwm
Plano, TX · Est. 2021
- AUM
- $312M
- Per adviser
- $156M
- Advisers
- 2
No reported disclosures
Carriage Services Investment Advisors, INC.
Houston, TX · Est. 2012
- AUM
- $308M
- Per adviser
- $154M
- Advisers
- 2
No reported disclosures
Broadway Wealth Solutions
San Antonio, TX · Est. 2022
- AUM
- $308M
- Per adviser
- $28M
- Advisers
- 11
No reported disclosures
Leap Wealth Management
Dallas, TX · Est. 2018
- AUM
- $306M
- Per adviser
- $102M
- Advisers
- 3
No reported disclosures
Rockwall Wealth Management
Rockwall, TX · Est. 2026
- AUM
- $305M
- Per adviser
- $76M
- Advisers
- 4
No reported disclosures
Penney Financial
Houston, TX · Est. 2021
- AUM
- $304M
- Per adviser
- $101M
- Advisers
- 3
No reported disclosures
Core Capital Management And Research INC.
Houston, TX · Est. 2011
- AUM
- $299M
- Per adviser
- $75M
- Advisers
- 4
No reported disclosures
Avid Wealth Partners, LLC
San Antonio, TX · Est. 2022
- AUM
- $299M
- Per adviser
- $75M
- Advisers
- 4
No reported disclosures
Beacon Financial Advisors Ltd
Houston, TX · Est. 1993
- AUM
- $297M
- Per adviser
- $297M
- Advisers
- 1
No reported disclosures
Best Invest
San Antonio, TX · Est. 2018
- AUM
- $296M
- Per adviser
- $99M
- Advisers
- 3
No reported disclosures
Austin Money Management Corporation
Austin, TX · Est. 2020
- AUM
- $296M
- Per adviser
- $296M
- Advisers
- 1
No reported disclosures
Orchid Advisory
Dallas, TX · Est. 2023
- AUM
- $296M
- Per adviser
- $148M
- Advisers
- 2
No reported disclosures
Buildgroup Management
Austin, TX · Est. 2017
- AUM
- $294M
- Per adviser
- $98M
- Advisers
- 3
No reported disclosures
M.C. Byrd Wealth Management, LLC
Bellville, TX · Est. 2015
- AUM
- $294M
- Per adviser
- $98M
- Advisers
- 3
No reported disclosures
Mdt Financial Advisors, LLC
Webster, TX · Est. 2026
- AUM
- $294M
- Per adviser
- $59M
- Advisers
- 5
No reported disclosures
Nuclo Wealth
Houston, TX · Est. 2024
- AUM
- $294M
- Per adviser
- $42M
- Advisers
- 7
No reported disclosures
Orser Capital Management LLC
Southlake, TX · Est. 2014
- AUM
- $290M
- Per adviser
- $290M
- Advisers
- 1
No reported disclosures
Ridgepost Capital Advisors, LLC
Dallas, TX · Est. 2022
- AUM
- $288M
- Per adviser
- $288M
- Advisers
- 1
No reported disclosures
Worth Asset Management
Dallas, TX · Est. 2021
- AUM
- $288M
- Per adviser
- $36M
- Advisers
- 8
No reported disclosures
Lehrer Financial & Economic Advisory Services
Houston, TX · Est. 1985
- AUM
- $286M
- Per adviser
- $286M
- Advisers
- 1
No reported disclosures
Rivercrest Capital Management LLC
Fort Worth, TX · Est. 2019
- AUM
- $286M
- Per adviser
- $26M
- Advisers
- 11
No reported disclosures
M2g Ventures LLC
Fort Worth, TX · Est. 2025
- AUM
- $284M
- Per adviser
- $19M
- Advisers
- 15
No reported disclosures
Dauntless Capital Partners LLC
Houston, TX · Est. 2022
- AUM
- $283M
- Per adviser
- $40M
- Advisers
- 7
No reported disclosures
Founders Capital Management INC
Houston, TX · Est. 1995
- AUM
- $282M
- Per adviser
- $141M
- Advisers
- 2
No reported disclosures
Schlegel Dunn LLC
Plano, TX · Est. 2025
- AUM
- $279M
- Per adviser
- $93M
- Advisers
- 3
No reported disclosures
Lexington Hill Partners, LLC
Dallas, TX · Est. 2025
- AUM
- $278M
- Per adviser
- $46M
- Advisers
- 6
No reported disclosures
Planguide Financial
Southlake, TX · Est. 2026
- AUM
- $277M
- Per adviser
- $277M
- Advisers
- 1
No reported disclosures
Dominion Portfolio Management, INC.
Marble Falls, TX · Est. 2019
- AUM
- $277M
- Per adviser
- $15M
- Advisers
- 18
No reported disclosures
Johkim Capital Partners Management LLC
Dallas, TX · Est. 2020
- AUM
- $277M
- Per adviser
- $69M
- Advisers
- 4
No reported disclosures
Roserock Wealth Management, LLC
Dallas, TX · Est. 2021
- AUM
- $275M
- Per adviser
- $138M
- Advisers
- 2
No reported disclosures
Berry Wealth Group
Granbury, TX · Est. 2023
- AUM
- $275M
- Per adviser
- $137M
- Advisers
- 2
No reported disclosures
Lonestar Registered Investment Advisors, Pllc
Lubbock, TX · Est. 2023
- AUM
- $274M
- Per adviser
- $25M
- Advisers
- 11
No reported disclosures
Legacy Capital
The Woodlands, TX · Est. 2024
- AUM
- $273M
- Per adviser
- $91M
- Advisers
- 3
No reported disclosures
Nolet Wealth Management, LLC
Fort Worth, TX · Est. 2024
- AUM
- $273M
- Per adviser
- $91M
- Advisers
- 3
No reported disclosures
Sk Advisor Network, LLC
Plano, TX · Est. 2021
- AUM
- $272M
- Per adviser
- $136M
- Advisers
- 2
No reported disclosures
Prota Financial
Houston, TX · Est. 2022
- AUM
- $270M
- Per adviser
- $21M
- Advisers
- 13
No reported disclosures
Foundation Energy Management
Addison, TX · Est. 2012
- AUM
- $270M
- Per adviser
- $27M
- Advisers
- 10
No reported disclosures
Corps Capital Advisors, LLC
Southlake, TX · Est. 2019
- AUM
- $270M
- Per adviser
- $90M
- Advisers
- 3
No reported disclosures
Tillridge Global Agribusiness Partners
Dallas, TX · Est. 2016
- AUM
- $270M
- Per adviser
- $90M
- Advisers
- 3
No reported disclosures
Live Oak Investment Partners
Austin, TX · Est. 2019
- AUM
- $266M
- Per adviser
- $89M
- Advisers
- 3
No reported disclosures
Wisniewski Wealth Management
Dallas, TX · Est. 2021
- AUM
- $266M
- Per adviser
- $133M
- Advisers
- 2
No reported disclosures
Garnett Advisors, LLC
Denton, TX · Est. 2019
- AUM
- $266M
- Per adviser
- $266M
- Advisers
- 1
No reported disclosures
Bright Wealth Management, LLC
Lewisville, TX · Est. 2024
- AUM
- $265M
- Per adviser
- $38M
- Advisers
- 7
No reported disclosures
Imperium Wealth Management, LLC
San Antonio, TX · Est. 2018
- AUM
- $265M
- Per adviser
- $132M
- Advisers
- 2
No reported disclosures
The Salient Zarvona Energy Fund Gp, L.P.
Houston, TX · Est. 2015
- AUM
- $264M
- Per adviser
- $53M
- Advisers
- 5
No reported disclosures
Optimus Capital Advisors, LLC
Coppell, TX · Est. 2023
- AUM
- $264M
- Per adviser
- $66M
- Advisers
- 4
No reported disclosures
Kwk Management LLC
Houston, TX · Est. 2005
- AUM
- $263M
- Per adviser
- $66M
- Advisers
- 4
No reported disclosures
Trippon Wealth Management Group LLC
Houston, TX · Est. 2024
- AUM
- $262M
- Per adviser
- $66M
- Advisers
- 4
No reported disclosures
Team Financial Strategies
Abilene, TX · Est. 2013
- AUM
- $262M
- Per adviser
- $33M
- Advisers
- 8
No reported disclosures
1876 Partners, LP
Tomball, TX · Est. 2024
- AUM
- $260M
- Per adviser
- $37M
- Advisers
- 7
No reported disclosures
Grey Rock Energy Management, LLC
Dallas, TX · Est. 2017
- AUM
- $260M
- Per adviser
- $17M
- Advisers
- 15
No reported disclosures
Magarian Capital Management, LLC
San Antonio, TX · Est. 2026
- AUM
- $260M
- Per adviser
- $260M
- Advisers
- 1
No reported disclosures
Redwood Family Wealth LLC
Addison, TX · Est. 2025
- AUM
- $259M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Hep Partners LLC
Dallas, TX · Est. 2012
- AUM
- $258M
- Per adviser
- $52M
- Advisers
- 5
No reported disclosures
Texas Family Wealth, LLC
Friendswood, TX · Est. 2023
- AUM
- $257M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Swbc Investment Company
San Antonio, TX · Est. 2007
- AUM
- $256M
- Per adviser
- $15M
- Advisers
- 17
No reported disclosures
Meros Investment Management, LP
Dallas, TX · Est. 2019
- AUM
- $255M
- Per adviser
- $128M
- Advisers
- 2
No reported disclosures
Hartmann Taylor Wealth Management, LLC
Dallas, TX · Est. 2020
- AUM
- $255M
- Per adviser
- $255M
- Advisers
- 1
No reported disclosures
Westpark Wealth Advisors, INC.
Houston, TX · Est. 2004
- AUM
- $254M
- Per adviser
- $10M
- Advisers
- 25
No reported disclosures
Jcp Investment Management, LLC
Houston, TX · Est. 2019
- AUM
- $252M
- Per adviser
- $42M
- Advisers
- 6
No reported disclosures
Hc2 Capital, LLC
Dallas, TX · Est. 2024
- AUM
- $252M
- Per adviser
- $63M
- Advisers
- 4
No reported disclosures
Riverchase Wealth Management, LLC
Flower Mound, TX · Est. 2023
- AUM
- $251M
- Per adviser
- $84M
- Advisers
- 3
No reported disclosures
Bios Capital Management, LP
Fort Worth, TX · Est. 2019
- AUM
- $251M
- Per adviser
- $42M
- Advisers
- 6
No reported disclosures
Styre Wealth
Fort Worth, TX · Est. 2017
- AUM
- $251M
- Per adviser
- $125M
- Advisers
- 2
No reported disclosures
Recurring Capital Management Company, LLC
Austin, TX · Est. 2023
- AUM
- $250M
- Per adviser
- $42M
- Advisers
- 6
No reported disclosures
Dean Wealth Partners, LLC
Austin, TX · Est. 2022
- AUM
- $250M
- Per adviser
- $250M
- Advisers
- 1
No reported disclosures
Northill Aims, LLC
Richardson, TX · Est. 2025
- AUM
- $249M
- Per adviser
- $125M
- Advisers
- 2
No reported disclosures
Guided Capital Wealth Management, LLC
Houston, TX · Est. 2024
- AUM
- $249M
- Per adviser
- $62M
- Advisers
- 4
No reported disclosures
Buckhorn Resources, LP
Houston, TX · Est. 2025
- AUM
- $249M
- Per adviser
- $41M
- Advisers
- 6
No reported disclosures
Focus Wealth Advisors, LLC
Houston, TX · Est. 2013
- AUM
- $248M
- Per adviser
- $248M
- Advisers
- 1
No reported disclosures
Stronghold Resource Partners
Dallas, TX · Est. 2018
- AUM
- $247M
- Per adviser
- $22M
- Advisers
- 11
No reported disclosures
Mckinney Capital Management
Houston, TX · Est. 2025
- AUM
- $246M
- Per adviser
- $123M
- Advisers
- 2
No reported disclosures
3b Capital Management, LP
Dallas, TX · Est. 2021
- AUM
- $246M
- Per adviser
- $82M
- Advisers
- 3
No reported disclosures
994 Group
Austin, TX · Est. 2023
- AUM
- $245M
- Per adviser
- $122M
- Advisers
- 2
No reported disclosures
Leon Capital Management, LLC
Dallas, TX · Est. 2025
- AUM
- $245M
- Per adviser
- $17M
- Advisers
- 14
No reported disclosures
Boyce & Associates Wealth Consulting, INC.
Cedar Park, TX · Est. 2021
- AUM
- $245M
- Per adviser
- $41M
- Advisers
- 6
No reported disclosures
Stegent Equity Advisors INC.
Houston, TX · Est. 2005
- AUM
- $244M
- Per adviser
- $81M
- Advisers
- 3
No reported disclosures
Position Wealth
The Woodlands, TX · Est. 2023
- AUM
- $242M
- Per adviser
- $81M
- Advisers
- 3
No reported disclosures
Turnbridge Capital, LLC
Little Elm, TX · Est. 2014
- AUM
- $241M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
Bland Garvey Wealth Advisors, LLC
Richardson, TX · Est. 2009
- AUM
- $241M
- Per adviser
- $60M
- Advisers
- 4
No reported disclosures
Carlin Wealth Management Group, LLC
Austin, TX · Est. 2023
- AUM
- $241M
- Per adviser
- $120M
- Advisers
- 2
No reported disclosures
Storehouse Financial LLC
Fort Worth, TX · Est. 2021
- AUM
- $240M
- Per adviser
- $40M
- Advisers
- 6
No reported disclosures
Forefront
Austin, TX · Est. 2024
- AUM
- $240M
- Per adviser
- $34M
- Advisers
- 7
Outfitter Energy Management, LLC
Houston, TX · Est. 2016
- AUM
- $240M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
Snowcap Capital Management
Dallas, TX · Est. 2008
- AUM
- $239M
- Per adviser
- $119M
- Advisers
- 2
No reported disclosures
Rock Hill Capital
Houston, TX · Est. 2016
- AUM
- $239M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
Broadmark Asset Management LLC
Dallas, TX · Est. 2000
- AUM
- $238M
- Per adviser
- $79M
- Advisers
- 3
No reported disclosures
Redemption Capital
Midland, TX · Est. 2022
- AUM
- $237M
- Per adviser
- $119M
- Advisers
- 2
No reported disclosures
Centennial Advisors, LLC
Austin, TX · Est. 2021
- AUM
- $237M
- Per adviser
- $26M
- Advisers
- 9
No reported disclosures
Valterra Partners LLC
Austin, TX · Est. 2023
- AUM
- $237M
- Per adviser
- $39M
- Advisers
- 6
No reported disclosures
A3 Capital Advisors
Houston, TX · Est. 2025
- AUM
- $237M
- Per adviser
- $237M
- Advisers
- 1
No reported disclosures
Fireside Capital Advisors
Dallas, TX · Est. 2024
- AUM
- $237M
- Per adviser
- $79M
- Advisers
- 3
No reported disclosures
Tevis Investment Management, LLC
Plano, TX · Est. 2021
- AUM
- $235M
- Per adviser
- $235M
- Advisers
- 1
No reported disclosures
Watercolor Financial
Austin, TX · Est. 2023
- AUM
- $235M
- Per adviser
- $78M
- Advisers
- 3
No reported disclosures
Lscp Advisors, LLC
Austin, TX · Est. 2018
- AUM
- $233M
- Per adviser
- $29M
- Advisers
- 8
No reported disclosures
High River Resources Management LLC
Dallas, TX · Est. 2025
- AUM
- $233M
- Per adviser
- $33M
- Advisers
- 7
No reported disclosures
Crowdstreet Advisors, LLC
Austin, TX · Est. 2018
- AUM
- $232M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Kingfish Capital Partners LLC
Southlake, TX · Est. 2020
- AUM
- $232M
- Per adviser
- $6M
- Advisers
- 36
No reported disclosures
Svrn Asset Management, LLC
Austin, TX · Est. 2021
- AUM
- $231M
- Per adviser
- $116M
- Advisers
- 2
No reported disclosures
Vann Equity Management LLC
Plano, TX · Est. 2015
- AUM
- $231M
- Per adviser
- $46M
- Advisers
- 5
No reported disclosures
Austerra Wealth Management LLC
Dallas, TX · Est. 2022
- AUM
- $230M
- Per adviser
- $230M
- Advisers
- 1
No reported disclosures
Atlasmark Financial, INC.
Austin, TX · Est. 2016
- AUM
- $229M
- Per adviser
- $229M
- Advisers
- 1
No reported disclosures
Calderwood Financial Strategies, INC.
Houston, TX · Est. 2021
- AUM
- $229M
- Per adviser
- $76M
- Advisers
- 3
No reported disclosures
Waterford Capital Investment Advisory Services LLC
Addison, TX · Est. 2017
- AUM
- $228M
- Per adviser
- $228M
- Advisers
- 1
No reported disclosures
Snider Advisors
Irving, TX · Est. 2017
- AUM
- $228M
- Per adviser
- $57M
- Advisers
- 4
No reported disclosures
Catalyst Capital Advisers LLC
Dallas, TX · Est. 2018
- AUM
- $228M
- Per adviser
- $114M
- Advisers
- 2
No reported disclosures
D.H. Hill Advisors, INC.
Kingwood, TX · Est. 2019
- AUM
- $226M
- Per adviser
- $13M
- Advisers
- 17
Principia Wealth Advisory, LLC
Dallas, TX · Est. 2022
- AUM
- $225M
- Per adviser
- $56M
- Advisers
- 4
No reported disclosures
Capital Advisory Group, INC.
Dallas, TX · Est. 2005
- AUM
- $225M
- Per adviser
- $112M
- Advisers
- 2
No reported disclosures
Wl Ross & Co. LLC
Dallas, TX · Est. 2007
- AUM
- $225M
- Per adviser
- $225M
- Advisers
- 1
Reb Capital Management, LLC
Dallas, TX · Est. 2024
- AUM
- $224M
- Per adviser
- $112M
- Advisers
- 2
No reported disclosures
Mcalister, Sweet & Associates, INC.
Houston, TX · Est. 2017
- AUM
- $224M
- Per adviser
- $75M
- Advisers
- 3
No reported disclosures
Spring Capital Management
Amarillo, TX · Est. 2020
- AUM
- $223M
- Per adviser
- $112M
- Advisers
- 2
No reported disclosures
Rwm Capital, LLC
Sugar Land, TX · Est. 2020
- AUM
- $222M
- Per adviser
- $11M
- Advisers
- 21
No reported disclosures
Halcyon Global Advisors
Dallas, TX · Est. 2020
- AUM
- $221M
- Per adviser
- $221M
- Advisers
- 1
No reported disclosures
Wisdom Index Advisors
Prosper, TX · Est. 2019
- AUM
- $221M
- Per adviser
- $221M
- Advisers
- 1
No reported disclosures
Coronado Resources Management LP
Dallas, TX · Est. 2016
- AUM
- $221M
- Per adviser
- $74M
- Advisers
- 3
No reported disclosures
Acacia Partners, LLC
Austin, TX · Est. 2023
- AUM
- $221M
- Per adviser
- $44M
- Advisers
- 5
No reported disclosures
Ballast Asset Management
Dallas, TX · Est. 2020
- AUM
- $221M
- Per adviser
- $74M
- Advisers
- 3
No reported disclosures
Strategic Financial Planning, INC.
Plano, TX · Est. 2021
- AUM
- $221M
- Per adviser
- $74M
- Advisers
- 3
No reported disclosures
The Personal Wealth Coach
Salado, TX · Est. 2007
- AUM
- $220M
- Per adviser
- $110M
- Advisers
- 2
No reported disclosures
Emc Capital Management, LLC
Houston, TX · Est. 2022
- AUM
- $219M
- Per adviser
- $219M
- Advisers
- 1
No reported disclosures
Christian Financial Advisors
New Braunfels, TX · Est. 2021
- AUM
- $219M
- Per adviser
- $44M
- Advisers
- 5
No reported disclosures
Jackson Hill Advisors, LLC
Houston, TX · Est. 2022
- AUM
- $218M
- Per adviser
- $109M
- Advisers
- 2
No reported disclosures
Prescott Advisors, LLC
Dallas, TX · Est. 2017
- AUM
- $218M
- Per adviser
- $10M
- Advisers
- 21
No reported disclosures
Parker Financial Advisors LLC
Houston, TX · Est. 2019
- AUM
- $218M
- Per adviser
- $109M
- Advisers
- 2
White Rock Capital
Dallas, TX · Est. 2021
- AUM
- $217M
- Per adviser
- $109M
- Advisers
- 2
No reported disclosures
Lifetime Wealth Management P.C.
Rockwall, TX · Est. 2018
- AUM
- $217M
- Per adviser
- $43M
- Advisers
- 5
No reported disclosures
Ark Wealth Management
Austin, TX · Est. 2022
- AUM
- $216M
- Per adviser
- $108M
- Advisers
- 2
No reported disclosures
Icp Group Investment Manager, LLC
Dallas, TX · Est. 2020
- AUM
- $216M
- Per adviser
- $43M
- Advisers
- 5
No reported disclosures
Daniels & Erickson Financial Advisors, LLC
Dallas, TX · Est. 2007
- AUM
- $214M
- Per adviser
- $71M
- Advisers
- 3
No reported disclosures
Floyd Capital Management
Texarkana, TX · Est. 2001
- AUM
- $214M
- Per adviser
- $53M
- Advisers
- 4
No reported disclosures
Miai, INC.
Dallas, TX · Est. 2002
- AUM
- $213M
- Per adviser
- $53M
- Advisers
- 4
No reported disclosures
Lake Pacific Partners
Dallas, TX · Est. 2022
- AUM
- $213M
- Per adviser
- $107M
- Advisers
- 2
No reported disclosures
J.E. Simmons & Co., P.C.
Dallas, TX · Est. 1997
- AUM
- $213M
- Per adviser
- $107M
- Advisers
- 2
No reported disclosures
Silver Lake Capital Partners
Dallas, TX · Est. 2024
- AUM
- $212M
- Per adviser
- $212M
- Advisers
- 1
No reported disclosures
Skylark Private Equity Partners, LP
Dallas, TX · Est. 2023
- AUM
- $211M
- Per adviser
- $30M
- Advisers
- 7
No reported disclosures
Centric Advisors, LLC
Cypress, TX · Est. 2021
- AUM
- $211M
- Per adviser
- $30M
- Advisers
- 7
Halbert Wealth Management, INC
Austin, TX · Est. 1998
- AUM
- $211M
- Per adviser
- $53M
- Advisers
- 4
No reported disclosures
Parkstone Wealth Management, LLC
Arlington, TX · Est. 2013
- AUM
- $211M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Impact Shares
Dallas, TX · Est. 2018
- AUM
- $210M
- Per adviser
- $210M
- Advisers
- 1
No reported disclosures
Succession Financial, INC
Mckinney, TX · Est. 2025
- AUM
- $210M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Lummis Asset Management, L.P.
Fort Worth, TX · Est. 2021
- AUM
- $210M
- Per adviser
- $210M
- Advisers
- 1
No reported disclosures
Strategic Wealth Planning
Richardson, TX · Est. 2009
- AUM
- $209M
- Per adviser
- $209M
- Advisers
- 1
No reported disclosures
Lynwood Price Capital Management LP
Austin, TX · Est. 2024
- AUM
- $208M
- Per adviser
- $69M
- Advisers
- 3
No reported disclosures
Capstar Financial Services LLC
Austin, TX · Est. 2022
- AUM
- $208M
- Per adviser
- $69M
- Advisers
- 3
No reported disclosures
Terraform Wealth, LLC
Houston, TX · Est. 2023
- AUM
- $208M
- Per adviser
- $104M
- Advisers
- 2
No reported disclosures
Smith & Wyatt
College Station, TX · Est. 2023
- AUM
- $207M
- Per adviser
- $26M
- Advisers
- 8
No reported disclosures
Lake Hills Wealth Management, LLC
Austin, TX · Est. 2021
- AUM
- $207M
- Per adviser
- $69M
- Advisers
- 3
No reported disclosures
Comunidad Realty Partners
Austin, TX · Est. 2022
- AUM
- $206M
- Per adviser
- $19M
- Advisers
- 11
No reported disclosures
Cooksen Wealth, LLC
The Woodlands, TX · Est. 2023
- AUM
- $206M
- Per adviser
- $69M
- Advisers
- 3
No reported disclosures
White Rock Oil & Gas Holdings, LLC
Plano, TX · Est. 2016
- AUM
- $205M
- Per adviser
- $51M
- Advisers
- 4
No reported disclosures
Steelhead Capital Management, LLC
Fort Worth, TX · Est. 2019
- AUM
- $203M
- Per adviser
- $51M
- Advisers
- 4
No reported disclosures
Robinson Value Management, Ltd.
San Antonio, TX · Est. 2014
- AUM
- $202M
- Per adviser
- $101M
- Advisers
- 2
No reported disclosures
Planning Works Advisory, INC.
Austin, TX · Est. 2022
- AUM
- $200M
- Per adviser
- $50M
- Advisers
- 4
No reported disclosures
Pingora Partners LLC
Dallas, TX · Est. 2024
- AUM
- $199M
- Per adviser
- $199M
- Advisers
- 1
No reported disclosures
The Catalyst Group, INC.
Houston, TX · Est. 2025
- AUM
- $199M
- Per adviser
- $66M
- Advisers
- 3
No reported disclosures
Scalar Gauge Management, LLC
Dallas, TX · Est. 2022
- AUM
- $199M
- Per adviser
- $100M
- Advisers
- 2
No reported disclosures
Miller Global Investments, L.L.C.
Dallas, TX · Est. 2018
- AUM
- $199M
- Per adviser
- $100M
- Advisers
- 2
No reported disclosures
Intercapital
Austin, TX · Est. 2026
- AUM
- $199M
- Per adviser
- $199M
- Advisers
- 1
No reported disclosures
Scaleworks Capital, LLC
San Antonio, TX · Est. 2020
- AUM
- $198M
- Per adviser
- $28M
- Advisers
- 7
No reported disclosures
Rydar Equities, INC.
Weatherford, TX · Est. 2024
- AUM
- $197M
- Per adviser
- $99M
- Advisers
- 2
No reported disclosures
Avant Financial Advisors
Austin, TX · Est. 2024
- AUM
- $196M
- Per adviser
- $98M
- Advisers
- 2
No reported disclosures
J.K. Financial, INC.
Dallas, TX · Est. 2019
- AUM
- $196M
- Per adviser
- $98M
- Advisers
- 2
No reported disclosures
Stonetree Investment Partners LLC
Dallas, TX · Est. 2025
- AUM
- $196M
- Per adviser
- $33M
- Advisers
- 6
No reported disclosures
Fulcrum Wealth Management
Plano, TX · Est. 2014
- AUM
- $193M
- Per adviser
- $64M
- Advisers
- 3
No reported disclosures
Mozayyx Management LLC
Austin, TX · Est. 2025
- AUM
- $193M
- Per adviser
- $48M
- Advisers
- 4
No reported disclosures
Hampton Rock Wealth Management
Austin, TX · Est. 2024
- AUM
- $192M
- Per adviser
- $27M
- Advisers
- 7
No reported disclosures
Blueheel LLC
Dallas, TX · Est. 2024
- AUM
- $192M
- Per adviser
- $96M
- Advisers
- 2
No reported disclosures
High Plains Investment Advisors, INC.
Lubbock, TX · Est. 2022
- AUM
- $191M
- Per adviser
- $96M
- Advisers
- 2
No reported disclosures
Forthright Family Wealth Advisory LLC
Houston, TX · Est. 2019
- AUM
- $191M
- Per adviser
- $191M
- Advisers
- 1
No reported disclosures
Cove Wealth Management
Houston, TX · Est. 2023
- AUM
- $190M
- Per adviser
- $63M
- Advisers
- 3
No reported disclosures
Solutions 4 Wealth
Southlake, TX · Est. 2021
- AUM
- $189M
- Per adviser
- $38M
- Advisers
- 5
No reported disclosures
Retirement Advisors, LLC
Dallas, TX · Est. 2008
- AUM
- $186M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Retirement Financial Group, LLC
Beaumont, TX · Est. 2022
- AUM
- $186M
- Per adviser
- $46M
- Advisers
- 4
No reported disclosures
Diamond Client Group, LLC
The Woodlands, TX · Est. 2025
- AUM
- $186M
- Per adviser
- $17M
- Advisers
- 11
No reported disclosures
Delos Capital Advisors
Dallas, TX · Est. 2020
- AUM
- $186M
- Per adviser
- $31M
- Advisers
- 6
No reported disclosures
Strategic Advisory Services, L.L.C.
Houston, TX · Est. 2018
- AUM
- $185M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Brindle & Bay Financial Advisors, LLC
Frisco, TX · Est. 2024
- AUM
- $185M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Brazos Wealth Advisors LLC
Fort Worth, TX · Est. 2024
- AUM
- $184M
- Per adviser
- $92M
- Advisers
- 2
No reported disclosures
White Wing Wealth Management, LLC
The Woodlands, TX · Est. 2022
- AUM
- $183M
- Per adviser
- $91M
- Advisers
- 2
No reported disclosures
Kingstone Capital Partners Texas, LLC
Frisco, TX · Est. 2020
- AUM
- $182M
- Per adviser
- $26M
- Advisers
- 7
No reported disclosures
Smith Group Asset Management
Dallas, TX · Est. 1995
- AUM
- $182M
- Per adviser
- $18M
- Advisers
- 10
No reported disclosures
Martin Capital Advisors, LLP
San Antonio, TX · Est. 2021
- AUM
- $182M
- Per adviser
- $23M
- Advisers
- 8
No reported disclosures
New Dimensions Wealth Management, L.L.C.
Allen, TX · Est. 2023
- AUM
- $182M
- Per adviser
- $91M
- Advisers
- 2
No reported disclosures
Maroon Pass Advisors LP
Austin, TX · Est. 2026
- AUM
- $179M
- Per adviser
- $89M
- Advisers
- 2
No reported disclosures
Tdc Capital Advisors, INC.
College Station, TX · Est. 2021
- AUM
- $178M
- Per adviser
- $178M
- Advisers
- 1
No reported disclosures
Farris Capital Management INC.
Carrollton, TX · Est. 2022
- AUM
- $178M
- Per adviser
- $59M
- Advisers
- 3
No reported disclosures
Bannerman Wealth
Lewisville, TX · Est. 2019
- AUM
- $177M
- Per adviser
- $44M
- Advisers
- 4
No reported disclosures
Quantor Capital LLC
Houston, TX · Est. 2024
- AUM
- $176M
- Per adviser
- $59M
- Advisers
- 3
No reported disclosures
Hill Country Group
Boerne, TX · Est. 2021
- AUM
- $176M
- Per adviser
- $35M
- Advisers
- 5
No reported disclosures
Wpa Family Office, LLC
Dallas, TX · Est. 2021
- AUM
- $175M
- Per adviser
- $175M
- Advisers
- 1
No reported disclosures
Tnt Asset Management, LLC
Round Rock, TX · Est. 2024
- AUM
- $175M
- Per adviser
- $44M
- Advisers
- 4
No reported disclosures
Newport Global Advisors L.P.
The Woodlands, TX · Est. 2006
- AUM
- $175M
- Per adviser
- $35M
- Advisers
- 5
No reported disclosures
Teca Partners, LP
Austin, TX · Est. 2024
- AUM
- $175M
- Per adviser
- $58M
- Advisers
- 3
No reported disclosures
Viaquest Advisors LLC
Houston, TX · Est. 2024
- AUM
- $174M
- Per adviser
- $58M
- Advisers
- 3
No reported disclosures
Maqro Advisors LLC
Austin, TX · Est. 2021
- AUM
- $174M
- Per adviser
- $174M
- Advisers
- 1
No reported disclosures
Qmp Management, LLC
Dallas, TX · Est. 2020
- AUM
- $174M
- Per adviser
- $58M
- Advisers
- 3
No reported disclosures
Atx Financial Planning, LLC
Austin, TX · Est. 2024
- AUM
- $174M
- Per adviser
- $87M
- Advisers
- 2
No reported disclosures
Provident Financial Planning, LLC
Addison, TX · Est. 2022
- AUM
- $174M
- Per adviser
- $87M
- Advisers
- 2
No reported disclosures
Jaykay Wealth Advisors, INC.
Houston, TX · Est. 2018
- AUM
- $174M
- Per adviser
- $58M
- Advisers
- 3
No reported disclosures
Cornermen Financial, LLC
San Antonio, TX · Est. 2022
- AUM
- $173M
- Per adviser
- $43M
- Advisers
- 4
No reported disclosures
Vannoy Advisory Group, INC.
Austin, TX · Est. 2022
- AUM
- $172M
- Per adviser
- $172M
- Advisers
- 1
No reported disclosures
Argent Wealth Management, INC.
Round Rock, TX · Est. 2025
- AUM
- $172M
- Per adviser
- $172M
- Advisers
- 1
No reported disclosures
Ridgeback Capital Management
Bellaire, TX · Est. 2014
- AUM
- $171M
- Per adviser
- $86M
- Advisers
- 2
No reported disclosures
Prophet Equity Management II LLC
Southlake, TX · Est. 2014
- AUM
- $171M
- Per adviser
- $24M
- Advisers
- 7
No reported disclosures
Cain Capital Management, LP
Dallas, TX · Est. 2002
- AUM
- $171M
- Per adviser
- $43M
- Advisers
- 4
No reported disclosures
Rwr Investments LLC
Dallas, TX · Est. 2026
- AUM
- $171M
- Per adviser
- $171M
- Advisers
- 1
No reported disclosures
Joseph Advisory
El Paso, TX · Est. 2023
- AUM
- $171M
- Per adviser
- $171M
- Advisers
- 1
No reported disclosures
Focus 401 (K) Group, LLC
Addison, TX · Est. 2014
- AUM
- $170M
- Per adviser
- $85M
- Advisers
- 2
No reported disclosures
Ddelta Real Estate Investments
Austin, TX · Est. 2023
- AUM
- $170M
- Per adviser
- $21M
- Advisers
- 8
No reported disclosures
Ecp Investment Advisors LLC
Dallas, TX · Est. 2016
- AUM
- $168M
- Per adviser
- $15M
- Advisers
- 11
No reported disclosures
South Texas Capital Advisors, LLC
New Braunfels, TX · Est. 2026
- AUM
- $167M
- Per adviser
- $84M
- Advisers
- 2
Schlindwein Associates LLC
Dallas, TX · Est. 2000
- AUM
- $167M
- Per adviser
- $56M
- Advisers
- 3
No reported disclosures
Greenbelt Investment Advisors, LLC
Round Rock, TX · Est. 2022
- AUM
- $167M
- Per adviser
- $33M
- Advisers
- 5
No reported disclosures
Skybound Wealth USA
Houston, TX · Est. 2021
- AUM
- $166M
- Per adviser
- $28M
- Advisers
- 6
No reported disclosures
Red Swan Private Client
Houston, TX · Est. 2020
- AUM
- $165M
- Per adviser
- $83M
- Advisers
- 2
No reported disclosures
Womack Financial LLC
Dallas, TX · Est. 2024
- AUM
- $165M
- Per adviser
- $55M
- Advisers
- 3
No reported disclosures
Black Barn Financial, LLC
Austin, TX · Est. 2024
- AUM
- $165M
- Per adviser
- $41M
- Advisers
- 4
No reported disclosures
Perea Capital
Houston, TX · Est. 2026
- AUM
- $164M
- Per adviser
- $164M
- Advisers
- 1
No reported disclosures
Thirteen Twenty-Two Advisors
Fort Worth, TX · Est. 2026
- AUM
- $163M
- Per adviser
- $27M
- Advisers
- 6
No reported disclosures
Maple Park Capital
Dallas, TX · Est. 2025
- AUM
- $162M
- Per adviser
- $32M
- Advisers
- 5
No reported disclosures
Ironoak Wealth
Cedar Park, TX · Est. 2025
- AUM
- $162M
- Per adviser
- $27M
- Advisers
- 6
No reported disclosures
Encore Global Management LP
Houston, TX · Est. 2025
- AUM
- $160M
- Per adviser
- $80M
- Advisers
- 2
No reported disclosures
Spectrum Advisors, INC.
Plano, TX · Est. 2022
- AUM
- $160M
- Per adviser
- $32M
- Advisers
- 5
No reported disclosures
Murray Investment Management, LLC
Houston, TX · Est. 2023
- AUM
- $159M
- Per adviser
- $159M
- Advisers
- 1
No reported disclosures
Hackett Financial Group, LLC
Wimberley, TX · Est. 2025
- AUM
- $159M
- Per adviser
- $80M
- Advisers
- 2
No reported disclosures
Graystreet Partners
San Antonio, TX · Est. 2025
- AUM
- $159M
- Per adviser
- $53M
- Advisers
- 3
No reported disclosures
Verus Financial Group
Sugar Land, TX · Est. 2024
- AUM
- $159M
- Per adviser
- $40M
- Advisers
- 4
Scherer Financial Advisory Services, LLC
Dallas, TX · Est. 2021
- AUM
- $158M
- Per adviser
- $53M
- Advisers
- 3
No reported disclosures
Strategic Wealth Management, LLC
Bedford, TX · Est. 2018
- AUM
- $158M
- Per adviser
- $79M
- Advisers
- 2
No reported disclosures
Bison Investment Advisors, LLC
The Woodlands, TX · Est. 2025
- AUM
- $158M
- Per adviser
- $79M
- Advisers
- 2
No reported disclosures
Collective Wealth Advisors LLC
Coppell, TX · Est. 2025
- AUM
- $157M
- Per adviser
- $31M
- Advisers
- 5
No reported disclosures
Sallyport
Houston, TX · Est. 2023
- AUM
- $157M
- Per adviser
- $31M
- Advisers
- 5
No reported disclosures
Jts Fund Advisors, LLC
Waco, TX · Est. 2019
- AUM
- $156M
- Per adviser
- $26M
- Advisers
- 6
No reported disclosures
Dfs Advisory
Denton, TX · Est. 2023
- AUM
- $156M
- Per adviser
- $52M
- Advisers
- 3
No reported disclosures
Phoenix Capital Realty Advisors, LLC
Addison, TX · Est. 2012
- AUM
- $156M
- Per adviser
- $10M
- Advisers
- 16
No reported disclosures
Live Oak Wealth Advisory Group, LLC
Houston, TX · Est. 2021
- AUM
- $155M
- Per adviser
- $52M
- Advisers
- 3
No reported disclosures
Cam Investor Solutions
Austin, TX · Est. 2017
- AUM
- $155M
- Per adviser
- $78M
- Advisers
- 2
No reported disclosures
Tectonic Capital Advisors, LLC
Houston, TX · Est. 2025
- AUM
- $154M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
Uptown Capital Advisors
Dallas, TX · Est. 2025
- AUM
- $154M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
S&S Wealth Management
Grand Prairie, TX · Est. 2022
- AUM
- $154M
- Per adviser
- $51M
- Advisers
- 3
No reported disclosures
Applewhite & Buys Financial Advisors
Dallas, TX · Est. 2025
- AUM
- $153M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
Ankerstar Wealth, LLC
Leander, TX · Est. 2025
- AUM
- $153M
- Per adviser
- $25M
- Advisers
- 6
No reported disclosures
Portfolio Management, LLC
Austin, TX · Est. 1992
- AUM
- $152M
- Per adviser
- $51M
- Advisers
- 3
No reported disclosures
Integrated Wealth Strategies, LLC
Austin, TX · Est. 2019
- AUM
- $152M
- Per adviser
- $51M
- Advisers
- 3
No reported disclosures
Purewater Capital, LLC
Fort Worth, TX · Est. 2025
- AUM
- $149M
- Per adviser
- $37M
- Advisers
- 4
No reported disclosures
Peak American Investment Advisors, INC.
Plano, TX · Est. 2025
- AUM
- $149M
- Per adviser
- $15M
- Advisers
- 10
No reported disclosures
Brookline Wealth, LLC
Austin, TX · Est. 2024
- AUM
- $149M
- Per adviser
- $149M
- Advisers
- 1
No reported disclosures
Sonnet, LLC
Spring, TX · Est. 2025
- AUM
- $148M
- Per adviser
- $37M
- Advisers
- 4
No reported disclosures
Prestige Wealth Management
Southlake, TX · Est. 2025
- AUM
- $148M
- Per adviser
- $30M
- Advisers
- 5
No reported disclosures
Stavis Wealth Transfer Solutions
Houston, TX · Est. 2023
- AUM
- $148M
- Per adviser
- $49M
- Advisers
- 3
No reported disclosures
Awh Capital, L.P.
Dallas, TX · Est. 2017
- AUM
- $148M
- Per adviser
- $74M
- Advisers
- 2
No reported disclosures
Chung Wu Investment Group, LLC
Sugar Land, TX · Est. 2024
- AUM
- $147M
- Per adviser
- $74M
- Advisers
- 2
No reported disclosures
Money Managers, INC.
San Antonio, TX · Est. 2025
- AUM
- $147M
- Per adviser
- $37M
- Advisers
- 4
No reported disclosures
Lucien Stirling & Gray Advisory Group INC
Austin, TX · Est. 2014
- AUM
- $147M
- Per adviser
- $49M
- Advisers
- 3
No reported disclosures
Fort Advisors INC
Austin, TX · Est. 2023
- AUM
- $146M
- Per adviser
- $49M
- Advisers
- 3
No reported disclosures
Birdrock Wealth
Austin, TX · Est. 2006
- AUM
- $146M
- Per adviser
- $29M
- Advisers
- 5
No reported disclosures
Mercantile Investment Advisors
Wichita Falls, TX · Est. 2012
- AUM
- $146M
- Per adviser
- $73M
- Advisers
- 2
No reported disclosures
Bfi Wealth Solutions, LLC
Dallas, TX · Est. 2024
- AUM
- $145M
- Per adviser
- $145M
- Advisers
- 1
No reported disclosures
Winnacle Wealth, LLC
Waco, TX · Est. 2024
- AUM
- $145M
- Per adviser
- $29M
- Advisers
- 5
Csl Capital Management, L.P.
Houston, TX · Est. 2012
- AUM
- $145M
- Per adviser
- $36M
- Advisers
- 4
No reported disclosures
Paladino Wealth
Montgomery, TX · Est. 2020
- AUM
- $144M
- Per adviser
- $72M
- Advisers
- 2
No reported disclosures
Shelter Wealth Strategies, LLC
Houston, TX · Est. 2026
- AUM
- $144M
- Per adviser
- $18M
- Advisers
- 8
No reported disclosures
Pmg Family Office, LLC
Plano, TX · Est. 2024
- AUM
- $144M
- Per adviser
- $72M
- Advisers
- 2
No reported disclosures
Gsv Asset Management, LLC
Dallas, TX · Est. 2010
- AUM
- $143M
- Per adviser
- $72M
- Advisers
- 2
No reported disclosures
Kopion Asset Management, LLC
Mckinney, TX · Est. 2020
- AUM
- $143M
- Per adviser
- $71M
- Advisers
- 2
No reported disclosures
The Advisors Group
Lubbock, TX · Est. 2024
- AUM
- $142M
- Per adviser
- $71M
- Advisers
- 2
No reported disclosures
Pivot Point Advisors, LLC
Bellaire, TX · Est. 2024
- AUM
- $142M
- Per adviser
- $71M
- Advisers
- 2
No reported disclosures
Clear Sky Financial, LP
Prosper, TX · Est. 2021
- AUM
- $141M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures
Flagship Investment Management LLC
Houston, TX · Est. 2024
- AUM
- $140M
- Per adviser
- $28M
- Advisers
- 5
No reported disclosures
Alteris Capital Partners, LLC
Houston, TX · Est. 2025
- AUM
- $140M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures
Braeside Investments, LLC
Dallas, TX · Est. 2011
- AUM
- $139M
- Per adviser
- $46M
- Advisers
- 3
No reported disclosures
Cravens Brothers Private Wealth Management LLC
Dallas, TX · Est. 2026
- AUM
- $139M
- Per adviser
- $70M
- Advisers
- 2
No reported disclosures
Revere Capital Management LP
Dallas, TX · Est. 2020
- AUM
- $139M
- Per adviser
- $9M
- Advisers
- 15
No reported disclosures
Tkc Wealth Management LLC
Dallas, TX · Est. 2025
- AUM
- $139M
- Per adviser
- $23M
- Advisers
- 6
No reported disclosures
Eubank, Hutson & Associates, LLC
Plano, TX · Est. 2015
- AUM
- $138M
- Per adviser
- $69M
- Advisers
- 2
No reported disclosures
Strategic Portfolio Solutions, LLC
Dallas, TX · Est. 2024
- AUM
- $136M
- Per adviser
- $27M
- Advisers
- 5
No reported disclosures
Paradigm Advisors, LLC
Dallas, TX · Est. 2025
- AUM
- $136M
- Per adviser
- $45M
- Advisers
- 3
No reported disclosures
Allegro Mineral Partners LLC
Houston, TX · Est. 2026
- AUM
- $135M
- Per adviser
- $23M
- Advisers
- 6
No reported disclosures
Fogarty Wealth Management, INC.
Missouri City, TX · Est. 2024
- AUM
- $135M
- Per adviser
- $135M
- Advisers
- 1
No reported disclosures
Stonebridge Wealth Management, LLC
Frisco, TX · Est. 2022
- AUM
- $135M
- Per adviser
- $135M
- Advisers
- 1
No reported disclosures
Wave Wealth Management, LLC
Frisco, TX · Est. 2024
- AUM
- $134M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
Reliance Wealth Management
San Antonio, TX · Est. 2026
- AUM
- $134M
- Per adviser
- $27M
- Advisers
- 5
No reported disclosures
Certified Financial Strategies Corporation
Dallas, TX · Est. 2025
- AUM
- $133M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
Double Eagle Capital Management LP
Southlake, TX · Est. 2007
- AUM
- $133M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
Kanos Capital Management, LLC
Houston, TX · Est. 2026
- AUM
- $133M
- Per adviser
- $133M
- Advisers
- 1
No reported disclosures
Blackgold Capital Management LP
Houston, TX · Est. 2006
- AUM
- $133M
- Per adviser
- $33M
- Advisers
- 4
No reported disclosures
Green & Deckert LLC
Lubbock, TX · Est. 2025
- AUM
- $133M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures
Charis Legacy Partners
Bryan, TX · Est. 2024
- AUM
- $133M
- Per adviser
- $133M
- Advisers
- 1
No reported disclosures
Usca Asset Management LLC
Houston, TX · Est. 2005
- AUM
- $132M
- Per adviser
- $26M
- Advisers
- 5
No reported disclosures
Pmv Capital Advisers, LLC
Dallas, TX · Est. 2022
- AUM
- $132M
- Per adviser
- $44M
- Advisers
- 3
No reported disclosures
Nexpoint Advisors, L.P.
Dallas, TX · Est. 2012
- AUM
- $131M
- Per adviser
- $10M
- Advisers
- 13
No reported disclosures
Equilibria Wealth Management, LLC
Katy, TX · Est. 2020
- AUM
- $130M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Financial Aurora, LLC.
Austin, TX · Est. 2024
- AUM
- $130M
- Per adviser
- $130M
- Advisers
- 1
No reported disclosures
Broadhurst Financial Advisors, INC.
Austin, TX · Est. 2025
- AUM
- $128M
- Per adviser
- $128M
- Advisers
- 1
No reported disclosures
Evolution Investment Management LLC
Austin, TX · Est. 2022
- AUM
- $128M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Sage Wealth Planning
Georgetown, TX · Est. 2025
- AUM
- $127M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
Personal Money Planning, LLC
Wichita Falls, TX · Est. 2022
- AUM
- $127M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
Shadowridge Asset Management, LLC
Austin, TX · Est. 2024
- AUM
- $127M
- Per adviser
- $18M
- Advisers
- 7
No reported disclosures
Artesa Financial Group
Conroe, TX · Est. 2021
- AUM
- $127M
- Per adviser
- $63M
- Advisers
- 2
No reported disclosures
Kingwood Investment Group
Kingwood, TX · Est. 2025
- AUM
- $127M
- Per adviser
- $25M
- Advisers
- 5
No reported disclosures
Ria Wealth Advisors, LLC
Round Rock, TX · Est. 2021
- AUM
- $126M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
Trinity Investment Management, LLC
Fort Worth, TX · Est. 2007
- AUM
- $126M
- Per adviser
- $63M
- Advisers
- 2
No reported disclosures
Integrity Road Wealth Partners LLC
Houston, TX · Est. 2026
- AUM
- $126M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
The Gardner Group
Dallas, TX · Est. 2026
- AUM
- $125M
- Per adviser
- $125M
- Advisers
- 1
No reported disclosures
Masterpiece Capital, LLC
Austin, TX · Est. 2017
- AUM
- $125M
- Per adviser
- $125M
- Advisers
- 1
No reported disclosures
Emergent Capital Advisors, LLC
Houston, TX · Est. 2012
- AUM
- $124M
- Per adviser
- $31M
- Advisers
- 4
No reported disclosures
Worth Financial Group INC.
Dallas, TX · Est. 2026
- AUM
- $123M
- Per adviser
- $25M
- Advisers
- 5
No reported disclosures
Encompass Advisory Services, LLC
Katy, TX · Est. 2025
- AUM
- $121M
- Per adviser
- $17M
- Advisers
- 7
Leder Fiduciary Capital LLC
Bellaire, TX · Est. 2026
- AUM
- $121M
- Per adviser
- $121M
- Advisers
- 1
No reported disclosures
Mtr Financial Services, LLC
Kingwood, TX · Est. 2026
- AUM
- $120M
- Per adviser
- $120M
- Advisers
- 1
No reported disclosures
Lone Star Investment Advisors, LLC
Dallas, TX · Est. 2012
- AUM
- $120M
- Per adviser
- $40M
- Advisers
- 3
No reported disclosures
Ld Lowe Wealth Advisory
Richardson, TX · Est. 2005
- AUM
- $119M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Texas Financial Advisory
San Antonio, TX · Est. 2023
- AUM
- $118M
- Per adviser
- $24M
- Advisers
- 5
No reported disclosures
Moffatt Financial Strategies
Fort Worth, TX · Est. 2026
- AUM
- $117M
- Per adviser
- $29M
- Advisers
- 4
No reported disclosures
Pathway Wealth Management, LLC
Dallas, TX · Est. 2026
- AUM
- $116M
- Per adviser
- $116M
- Advisers
- 1
No reported disclosures
Modern Financial Planning
Georgetown, TX · Est. 2025
- AUM
- $116M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Third Gear Capital Management LP
Houston, TX · Est. 2025
- AUM
- $116M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Finamex Asset Management, LLC
Houston, TX · Est. 2025
- AUM
- $114M
- Per adviser
- $28M
- Advisers
- 4
No reported disclosures
Grace Capital Management, LLC
Austin, TX · Est. 2017
- AUM
- $109M
- Per adviser
- $54M
- Advisers
- 2
No reported disclosures
Double Eagle Wealth Management LLC
Dallas, TX · Est. 2026
- AUM
- $109M
- Per adviser
- $109M
- Advisers
- 1
No reported disclosures
Panteles Advisors
Argyle, TX · Est. 2026
- AUM
- $108M
- Per adviser
- $27M
- Advisers
- 4
No reported disclosures
Turner Capital Investments, LLC
Austin, TX · Est. 2021
- AUM
- $107M
- Per adviser
- $54M
- Advisers
- 2
No reported disclosures
Birnam Wood Capital, LLC
Dallas, TX · Est. 2020
- AUM
- $106M
- Per adviser
- $106M
- Advisers
- 1
No reported disclosures
Legacy Chief Financial Office, LLC
Shenandoah, TX · Est. 2026
- AUM
- $105M
- Per adviser
- $105M
- Advisers
- 1
No reported disclosures
Catalyst Wealth Management LLC
Houston, TX · Est. 2024
- AUM
- $105M
- Per adviser
- $4M
- Advisers
- 25
No reported disclosures
A Sling & A Stone, Incorporated
Burnet, TX · Est. 2025
- AUM
- $105M
- Per adviser
- $52M
- Advisers
- 2
No reported disclosures
Pabrai Wagons Advisors
West Lake Hills, TX · Est. 2022
- AUM
- $104M
- Per adviser
- $35M
- Advisers
- 3
No reported disclosures
Ironhorn Advisors LLC
Austin, TX · Est. 2026
- AUM
- $103M
- Per adviser
- $103M
- Advisers
- 1
No reported disclosures
Brazos Capital
Austin, TX · Est. 2017
- AUM
- $103M
- Per adviser
- $51M
- Advisers
- 2
No reported disclosures
Republic Square
Austin, TX · Est. 2023
- AUM
- $102M
- Per adviser
- $15M
- Advisers
- 7
No reported disclosures
Caz Gp Stakes Adviser LLC
Houston, TX · Est. 2025
- AUM
- $99M
- Per adviser
- $1M
- Advisers
- 68
No reported disclosures
Box Financial Advisors, LLC
Grapevine, TX · Est. 2023
- AUM
- $97M
- Per adviser
- $32M
- Advisers
- 3
No reported disclosures
Nexpoint Insurance Solutions, L.P.
Dallas, TX · Est. 2019
- AUM
- $96M
- Per adviser
- $24M
- Advisers
- 4
No reported disclosures
Basa Advisors
Dallas, TX · Est. 2018
- AUM
- $96M
- Per adviser
- $19M
- Advisers
- 5
No reported disclosures
Burke Wealth Management, LLC
Houston, TX · Est. 2026
- AUM
- $95M
- Per adviser
- $32M
- Advisers
- 3
No reported disclosures
Abraham Trading Company
Canadian, TX · Est. 2021
- AUM
- $95M
- Per adviser
- $32M
- Advisers
- 3
No reported disclosures
Saddock Wealth, LLC
Dallas, TX · Est. 2013
- AUM
- $94M
- Per adviser
- $47M
- Advisers
- 2
No reported disclosures
Efs Asset Management LLC
Dallas, TX · Est. 1990
- AUM
- $70M
- Per adviser
- $70M
- Advisers
- 1
No reported disclosures
Empiric Advisors, INC.
Austin, TX · Est. 1987
- AUM
- $65M
- Per adviser
- $32M
- Advisers
- 2
No reported disclosures
Longhorn Capital Partners, L.P.
Fort Worth, TX · Est. 2025
- AUM
- $64M
- Per adviser
- $32M
- Advisers
- 2
No reported disclosures
Salient Advisors, L.P.
Dallas, TX · Est. 2002
- AUM
- $62M
- Per adviser
- $909,070.118
- Advisers
- 68
No reported disclosures
Ranger Alternative Management, L.P.
Dallas, TX · Est. 2008
- AUM
- $54M
- Per adviser
- $27M
- Advisers
- 2
No reported disclosures
Family Dynasty Advisors LLC
Lubbock, TX · Est. 2023
- AUM
- $52M
- Per adviser
- $26M
- Advisers
- 2
No reported disclosures
Southwestern Money Management LLC
San Antonio, TX · Est. 2019
- AUM
- $48M
- Per adviser
- $24M
- Advisers
- 2
No reported disclosures
Tabernacle Equity Management LLC
Southlake, TX · Est. 2025
- AUM
- $42M
- Per adviser
- $6M
- Advisers
- 7
No reported disclosures
II Technology, LLC
Austin, TX · Est. 2026
- AUM
- $40M
- Per adviser
- $20M
- Advisers
- 2
No reported disclosures
Days Global Advisors
Houston, TX · Est. 2023
- AUM
- $40M
- Per adviser
- $40M
- Advisers
- 1
No reported disclosures
Acruence Capital, LLC
Dallas, TX · Est. 2021
- AUM
- $37M
- Per adviser
- $37M
- Advisers
- 1
No reported disclosures
Gurufocus Investments, LLC
Plano, TX · Est. 2021
- AUM
- $36M
- Per adviser
- $36M
- Advisers
- 1
No reported disclosures
Gavltd International Corporation
El Paso, TX · Est. 2021
- AUM
- $34M
- Per adviser
- $17M
- Advisers
- 2
No reported disclosures
Sarmaya Partners, LLC
San Antonio, TX · Est. 2025
- AUM
- $33M
- Per adviser
- $16M
- Advisers
- 2
No reported disclosures
Nexadvisors, LLC
Dallas, TX · Est. 2021
- AUM
- $26M
- Per adviser
- $13M
- Advisers
- 2
No reported disclosures
Rocky Mountain Private Wealth Management, L.L.C.
Sugar Land, TX · Est. 2022
- AUM
- $24M
- Per adviser
- $24M
- Advisers
- 1
No reported disclosures
Cumberland Hill Capital Management LLC
Dallas, TX · Est. 2006
- AUM
- $18M
- Per adviser
- $9M
- Advisers
- 2
No reported disclosures
Advisors Crypto, INC.
Austin, TX · Est. 2021
- AUM
- $11M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Everkey Financial LLC
Katy, TX · Est. 2026
- AUM
- $11M
- Per adviser
- $11M
- Advisers
- 1
No reported disclosures
Empiric Institutional
Austin, TX · Est. 2013
- AUM
- $10M
- Per adviser
- $3M
- Advisers
- 3
No reported disclosures
Pecusavvy Financial
El Paso, TX · Est. 2026
- AUM
- $9M
- Per adviser
- $9M
- Advisers
- 1
No reported disclosures
Precept Management, LLC
Dallas, TX · Est. 2006
- AUM
- $5M
- Per adviser
- $2M
- Advisers
- 3
No reported disclosures
Sanjac Alpha LP
Houston, TX · Est. 2024
- AUM
- $5M
- Per adviser
- $3M
- Advisers
- 2
No reported disclosures
Save Advisers LLC
Houston, TX · Est. 2020
- AUM
- $4M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Founder Etfs LLC
Dallas, TX · Est. 2025
- AUM
- $3M
- Per adviser
- $3M
- Advisers
- 1
No reported disclosures
Branson Fowlkes Russell INC
Houston, TX · Est. 1991
- AUM
- $2M
- Per adviser
- $269,846.5
- Advisers
- 6
No reported disclosures
Bbae Advisors LLC
Plano, TX · Est. 2015
- AUM
- $1M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Simplevisor
Houston, TX · Est. 2024
- AUM
- $928,433
- Per adviser
- $464,216.5
- Advisers
- 2
No reported disclosures
Fortuna Funds, LLC
Dallas, TX · Est. 2024
- AUM
- $915,035
- Per adviser
- $457,517.5
- Advisers
- 2
No reported disclosures
Fundify Advisors LLC
Austin, TX · Est. 2023
- AUM
- $888,512
- Per adviser
- $148,085.333
- Advisers
- 6
No reported disclosures
Trove Investment Advisors LLC
Dallas, TX · Est. 2021
- AUM
- $387,586
- Per adviser
- $387,586
- Advisers
- 1
No reported disclosures
Unifimoney Ria
Austin, TX · Est. 2023
- AUM
- $314,000
- Per adviser
- $314,000
- Advisers
- 1
No reported disclosures
L & B Realty Advisors, LLP
Dallas, TX · Est. 2005
- AUM
- $218,557
- Per adviser
- $3,973.764
- Advisers
- 55
No reported disclosures
Binvesting
Houston, TX · Est. 2025
- AUM
- $52,430
- Per adviser
- $13,107.5
- Advisers
- 4
No reported disclosures
Rewbix
Austin, TX · Est. 2023
- AUM
- $20,000
- Per adviser
- $20,000
- Advisers
- 1
No reported disclosures
Nestvst
Sugar Land, TX · Est. 2025
- AUM
- $7,067
- Per adviser
- $7,067
- Advisers
- 1
No reported disclosures
Fivancial Advisors, INC.
Dallas, TX · Est. 2025
- AUM
- $925
- Per adviser
- $925
- Advisers
- 1
No reported disclosures
Alka Partners, LLC
Farmers Branch, TX · Est. 2026
- AUM
- $2
- Per adviser
- $2
- Advisers
- 1
No reported disclosures
Boon Investment Group, INC.
Austin, TX · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Kestra Institutional Services, LLC
Austin, TX · Est. 2009
- AUM
- —
- Per adviser
- —
- Advisers
- 10
No reported disclosures
Swbc Investment Advisory Services LLC
Austin, TX · Est. 2011
- AUM
- —
- Per adviser
- —
- Advisers
- 6
No reported disclosures
Oew Investment Advisors LP
Austin, TX · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
818 Family Office, LLC
Austin, TX · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Ascentis Asset Management, LLC
Dallas, TX · Est. 2022
- AUM
- —
- Per adviser
- —
- Advisers
- 6
No reported disclosures
Innovayte Capital
Dallas, TX · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Quotient Wealth Asset Management, LLC
Dallas, TX · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Southpaw Cp Manager LP
Dallas, TX · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Clairalpha Advisors LLC
Frisco, TX · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Higginbotham Retirement Advisors, INC.
Houston, TX · Est. 2004
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Riverrock Asset Management LLC
Houston, TX · Est. 2023
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Inscription Family Office, LLC
Houston, TX · Est. 2019
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Abundo Wealth
Houston, TX · Est. 2021
- AUM
- —
- Per adviser
- —
- Advisers
- 12
No reported disclosures
Koin Capital INC
Houston, TX · Est. 2021
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Ssc
Houston, TX · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Awaken Wealth Partners LLC
Houston, TX · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Skylar Capital Management LP
Houston, TX · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Upp Management, LP
Houston, TX · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 9
No reported disclosures
Heritage Haus Wealth Partners LLC
New Braunfels, TX · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures
White Rock Resources Holdings, LLC
Plano, TX · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures
Lemnis Capital
Richardson, TX · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 13
No reported disclosures
Usaa Investment Services Company
San Antonio, TX · Est. 2022
- AUM
- —
- Per adviser
- —
- Advisers
- 91
No reported disclosures
Shorebird Capital, LP
San Antonio, TX · Est. 2016
- AUM
- —
- Per adviser
- —
- Advisers
- 2
Prophet Equity Management LLC
Southlake, TX · Est. 2012
- AUM
- —
- Per adviser
- —
- Advisers
- 7
No reported disclosures