Financial advisers in Dallas , TX

AUM: $160.2B
Per adviser: $715M
Advisers: 224

Sixth Street Advisers, LLC

Dallas, TX · Est. 2011

AUM: $101.6B
Per adviser: $301M
Advisers: 338

Alm First Financial Advisors LLC

Dallas, TX · Est. 2000

AUM: $76.2B
Per adviser: $7.6B
Advisers: 10

No reported disclosures

Barrow Hanley Global Investors

Dallas, TX · Est. 1987

AUM: $59.0B
Per adviser: $1.4B
Advisers: 43

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

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

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

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

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

Ngp

Dallas, TX · Est. 2012

AUM: $10.9B
Per adviser: $351M
Advisers: 31

No reported disclosures

Tolleson Private Wealth Management

Dallas, TX · Est. 2000

AUM: $9.3B
Per adviser: $127M
Advisers: 73

No reported disclosures

Sixth Street Lending Partners Advisers, LLC

Dallas, TX · Est. 2022

AUM: $8.7B
Per adviser: $181M
Advisers: 48

No reported disclosures

Trive Capital Management LLC

Dallas, TX · Est. 2014

AUM: $8.0B
Per adviser: $174M
Advisers: 46

No reported disclosures

Merewether Investment Management, LP

Dallas, TX · Est. 2021

AUM: $6.9B
Per adviser: $384M
Advisers: 18

No reported disclosures

Level Four Advisory Services

Dallas, TX · Est. 2006

AUM: $6.5B
Per adviser: $55M
Advisers: 119

No reported disclosures

Txre Advisers, LLC

Dallas, TX · Est. 2012

AUM: $6.4B
Per adviser: $199M
Advisers: 32

No reported disclosures

Integrated Advisors Network LLC

Dallas, TX · Est. 2015

AUM: $5.5B
Per adviser: $68M
Advisers: 81

No reported disclosures

True North Advisors, LLC

Dallas, TX · Est. 2006

AUM: $5.4B
Per adviser: $175M
Advisers: 31

No reported disclosures

Three Bell Capital LLC

Dallas, TX · Est. 2014

AUM: $5.1B
Per adviser: $361M
Advisers: 14

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

Turtle Creek Trust

Dallas, TX · Est. 2006

AUM: $4.3B
Per adviser: $713M
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

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

Transwestern Investments

Dallas, TX · Est. 2012

AUM: $3.7B
Per adviser: $150M
Advisers: 25

No reported disclosures

Merit Energy Company

Dallas, TX · Est. 2000

AUM: $3.7B
Per adviser: $168M
Advisers: 22

No reported disclosures

Regan Capital

Dallas, TX · Est. 2014

AUM: $3.6B
Per adviser: $718M
Advisers: 5

No reported disclosures

Sycamore Tree Capital Partners, L.P.

Dallas, TX · Est. 2022

AUM: $3.5B
Per adviser: $236M
Advisers: 15

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

Vwh Capital Management, LP

Dallas, TX · Est. 2017

AUM: $3.3B
Per adviser: $196M
Advisers: 17

No reported disclosures

Disruptive Technology Advisers LLC

Dallas, TX · Est. 2019

AUM: $3.1B
Per adviser: $1.0B
Advisers: 3

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

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

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

Hilltop Securities INC.

Dallas, TX · Est. 1998

AUM: $2.5B
Per adviser: $27M
Advisers: 92

Silver Hill Energy Partners, LP

Dallas, TX · Est. 2020

AUM: $2.5B
Per adviser: $249M
Advisers: 10

No reported disclosures

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

Strive Asset Management

Dallas, TX · Est. 2022

AUM: $2.4B
Per adviser: $792M
Advisers: 3

No reported disclosures

Beaird Harris

Dallas, TX · Est. 1996

AUM: $2.3B
Per adviser: $175M
Advisers: 13

No reported disclosures

Smith Group Asset Management, LLC

Dallas, TX · Est. 2021

AUM: $2.2B
Per adviser: $184M
Advisers: 12

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

Ascentis Independent Advisors, LLC

Dallas, TX · Est. 2022

AUM: $2.1B
Per adviser: $54M
Advisers: 39

No reported disclosures

River Canyon Fund Management LLC

Dallas, TX · Est. 2013

AUM: $2.1B
Per adviser: $38M
Advisers: 55

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

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

Guidestone Advisors

Dallas, TX · Est. 2009

AUM: $2.0B
Per adviser: $82M
Advisers: 24

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

Scout Energy Management LLC

Dallas, TX · Est. 2013

AUM: $1.9B
Per adviser: $56M
Advisers: 33

No reported disclosures

Condire Management, LP

Dallas, TX · Est. 2020

AUM: $1.9B
Per adviser: $266M
Advisers: 7

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

Kainos (Tx) Capital LP

Dallas, TX · Est. 2012

AUM: $1.8B
Per adviser: $72M
Advisers: 25

No reported disclosures

Nxg Investment Management

Dallas, TX · Est. 2004

AUM: $1.8B
Per adviser: $350M
Advisers: 5

No reported disclosures

Swift Creek Partners

Dallas, TX · Est. 2024

AUM: $1.7B
Per adviser: $218M
Advisers: 8

No reported disclosures

Lee Financial Company, LLC

Dallas, TX · Est. 1975

AUM: $1.7B
Per adviser: $76M
Advisers: 22

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

Duration Asset Management, LLC

Dallas, TX · Est. 2018

AUM: $1.6B
Per adviser: $792M
Advisers: 2

No reported disclosures

Annandale Capital, LLC

Dallas, TX · Est. 2005

AUM: $1.6B
Per adviser: $517M
Advisers: 3

No reported disclosures

Greenbrier Partners Capital Management, LLC

Dallas, TX · Est. 2012

AUM: $1.5B
Per adviser: $770M
Advisers: 2

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

Hudson Way Capital Management, LLC

Dallas, TX · Est. 2016

AUM: $1.4B
Per adviser: $234M
Advisers: 6

No reported disclosures

Howard Financial Services, Ltd.

Dallas, TX · Est. 1994

AUM: $1.4B
Per adviser: $78M
Advisers: 18

No reported disclosures

Level Four Capital Management

Dallas, TX · Est. 2019

AUM: $1.4B
Per adviser: $173M
Advisers: 8

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

Citation

Dallas, TX · Est. 2025

AUM: $1.4B
Per adviser: $113M
Advisers: 12

No reported disclosures

Beacon Financial Group

Dallas, TX · Est. 2000

AUM: $1.3B
Per adviser: $163M
Advisers: 8

No reported disclosures

Trigate Management LLC

Dallas, TX · Est. 2012

AUM: $1.3B
Per adviser: $99M
Advisers: 13

No reported disclosures

Webs Creek Capital Management LP

Dallas, TX · Est. 2022

AUM: $1.3B
Per adviser: $209M
Advisers: 6

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

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

Nexpoint Real Estate Advisors X, L.P.

Dallas, TX · Est. 2021

AUM: $1.1B
Per adviser: $549M
Advisers: 2

No reported disclosures

Mcgowan Group Asset Management, INC.

Dallas, TX · Est. 2010

AUM: $1.1B
Per adviser: $217M
Advisers: 5

No reported disclosures

Avidity Partners Management LP

Dallas, TX · Est. 2020

AUM: $1.1B
Per adviser: $151M
Advisers: 7

No reported disclosures

Esp Investment Advisors LLC

Dallas, TX · Est. 2019

AUM: $1.0B
Per adviser: $116M
Advisers: 9

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

Renovo Capital, LLC

Dallas, TX · Est. 2015

AUM: $1.0B
Per adviser: $72M
Advisers: 14

No reported disclosures

Petrocap, LLC

Dallas, TX · Est. 2014

AUM: $949M
Per adviser: $158M
Advisers: 6

No reported disclosures

Vaquero Private Wealth, Ltd.

Dallas, TX · Est. 2019

AUM: $929M
Per adviser: $155M
Advisers: 6

No reported disclosures

Braemont Capital

Dallas, TX · Est. 2021

AUM: $913M
Per adviser: $91M
Advisers: 10

No reported disclosures

Brookmont Capital Management

Dallas, TX · Est. 2007

AUM: $910M
Per adviser: $228M
Advisers: 4

No reported disclosures

Riata Capital Group, LLC

Dallas, TX · Est. 2020

AUM: $901M
Per adviser: $60M
Advisers: 15

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

Strata Wealth Advisors, LLC

Dallas, TX · Est. 2017

AUM: $886M
Per adviser: $98M
Advisers: 9

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

Madden Asset Management

Dallas, TX · Est. 2004

AUM: $826M
Per adviser: $275M
Advisers: 3

No reported disclosures

Nexannuity Asset Management, L.P.

Dallas, TX · Est. 2021

AUM: $823M
Per adviser: $206M
Advisers: 4

No reported disclosures

Nokomis Capital, L.L.C.

Dallas, TX · Est. 2012

AUM: $804M
Per adviser: $268M
Advisers: 3

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

Crossplane Capital Management, LP

Dallas, TX · Est. 2021

AUM: $736M
Per adviser: $57M
Advisers: 13

No reported disclosures

Latticework Capital Management LLC

Dallas, TX · Est. 2021

AUM: $705M
Per adviser: $71M
Advisers: 10

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

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

9823 Capital, LP

Dallas, TX · Est. 2023

AUM: $677M
Per adviser: $169M
Advisers: 4

No reported disclosures

Mcelhenny Sheffield Capital Management, LLC

Dallas, TX · Est. 2014

AUM: $663M
Per adviser: $95M
Advisers: 7

No reported disclosures

Pender Capital Management, LLC

Dallas, TX · Est. 2018

AUM: $661M
Per adviser: $51M
Advisers: 13

No reported disclosures

Goodlander Investment Management, LLC

Dallas, TX · Est. 2025

AUM: $660M
Per adviser: $132M
Advisers: 5

No reported disclosures

Optima Asset Management INC

Dallas, TX · Est. 1996

AUM: $657M
Per adviser: $329M
Advisers: 2

No reported disclosures

Spicewood Mineral Management, LLC

Dallas, TX · Est. 2023

AUM: $645M
Per adviser: $81M
Advisers: 8

No reported disclosures

Clare Market Investments, LLC

Dallas, TX · Est. 2019

AUM: $635M
Per adviser: $159M
Advisers: 4

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

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

Ascentis Wealth Management, LLC

Dallas, TX · Est. 2024

AUM: $596M
Per adviser: $119M
Advisers: 5

No reported disclosures

Rtw Financial Advisors INC

Dallas, TX · Est. 1991

AUM: $581M
Per adviser: $194M
Advisers: 3

No reported disclosures

Civitas Capital Management, LLC

Dallas, TX · Est. 2022

AUM: $579M
Per adviser: $39M
Advisers: 15

No reported disclosures

Lucashill, LLC

Dallas, TX · Est. 2022

AUM: $575M
Per adviser: $192M
Advisers: 3

No reported disclosures

Sequel Holdings, L.P.

Dallas, TX · Est. 2019

AUM: $563M
Per adviser: $56M
Advisers: 10

No reported disclosures

Digital Wealth Partners

Dallas, TX · Est. 2023

AUM: $555M
Per adviser: $33M
Advisers: 17

No reported disclosures

Suntx Capital Management Corp.

Dallas, TX · Est. 2012

AUM: $554M
Per adviser: $62M
Advisers: 9

No reported disclosures

Mack & Co. Partners, LP

Dallas, TX · Est. 2025

AUM: $549M
Per adviser: $274M
Advisers: 2

No reported disclosures

Newstone Capital Partners, LLC

Dallas, TX · Est. 2012

AUM: $544M
Per adviser: $109M
Advisers: 5

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

Sky Island Capital

Dallas, TX · Est. 2019

AUM: $533M
Per adviser: $44M
Advisers: 12

No reported disclosures

Summit House Capital Management, LLC

Dallas, TX · Est. 2020

AUM: $519M
Per adviser: $86M
Advisers: 6

No reported disclosures

Broadwing Capital Management LLC

Dallas, TX · Est. 2025

AUM: $513M
Per adviser: $51M
Advisers: 10

No reported disclosures

Sabrepoint Capital Management

Dallas, TX · Est. 2019

AUM: $500M
Per adviser: $125M
Advisers: 4

No reported disclosures

Socorro Asset Management

Dallas, TX · Est. 2019

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

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

Xebec Asset Management, LLC

Dallas, TX · Est. 2020

AUM: $484M
Per adviser: $27M
Advisers: 18

No reported disclosures

Proem Advisors LLC

Dallas, TX · Est. 2025

AUM: $474M
Per adviser: $119M
Advisers: 4

No reported disclosures

Carson Management Company, LLC

Dallas, TX · Est. 2010

AUM: $469M
Per adviser: $117M
Advisers: 4

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

Lgt Financial Advisors LLC

Dallas, TX · Est. 2013

AUM: $456M
Per adviser: $114M
Advisers: 4

No reported disclosures

Havencrest Capital Management, LLC

Dallas, TX · Est. 2022

AUM: $451M
Per adviser: $50M
Advisers: 9

No reported disclosures

Thackeray Partners

Dallas, TX · Est. 2013

AUM: $443M
Per adviser: $40M
Advisers: 11

No reported disclosures

Burford Brothers, INC.

Dallas, TX · Est. 2019

AUM: $440M
Per adviser: $147M
Advisers: 3

No reported disclosures

Cic Partners Management LLC

Dallas, TX · Est. 2012

AUM: $438M
Per adviser: $88M
Advisers: 5

No reported disclosures

Carlson Capital, L.P.

Dallas, TX · Est. 2001

AUM: $429M
Per adviser: $43M
Advisers: 10

Murphy & Sylvest

Dallas, TX · Est. 2018

AUM: $426M
Per adviser: $61M
Advisers: 7

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

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

Fortune Wealth Management, LLC

Dallas, TX · Est. 2011

AUM: $396M
Per adviser: $132M
Advisers: 3

No reported disclosures

Fifth Partners Management, LLC

Dallas, TX · Est. 2023

AUM: $392M
Per adviser: $56M
Advisers: 7

No reported disclosures

Promus Advisors

Dallas, TX · Est. 2015

AUM: $385M
Per adviser: $96M
Advisers: 4

No reported disclosures

Concorde Investment Management

Dallas, TX · Est. 1981

AUM: $376M
Per adviser: $125M
Advisers: 3

No reported disclosures

Unity Partners

Dallas, TX · Est. 2025

AUM: $367M
Per adviser: $26M
Advisers: 14

No reported disclosures

Greenfield Seitz Capital Management, LLC

Dallas, TX · Est. 2009

AUM: $363M
Per adviser: $91M
Advisers: 4

No reported disclosures

Robertson Opportunity Capital, LLC

Dallas, TX · Est. 2006

AUM: $359M
Per adviser: $72M
Advisers: 5

No reported disclosures

Velocis Management, LLC

Dallas, TX · Est. 2023

AUM: $346M
Per adviser: $17M
Advisers: 20

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

Fluent Financial, LLC

Dallas, TX · Est. 2014

AUM: $330M
Per adviser: $55M
Advisers: 6

No reported disclosures

Resilient Capital Management, LLC

Dallas, TX · Est. 2023

AUM: $326M
Per adviser: $109M
Advisers: 3

No reported disclosures

Leap Wealth Management

Dallas, TX · Est. 2018

AUM: $306M
Per adviser: $102M
Advisers: 3

No reported disclosures

Orchid Advisory

Dallas, TX · Est. 2023

AUM: $296M
Per adviser: $148M
Advisers: 2

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

Lexington Hill Partners, LLC

Dallas, TX · Est. 2025

AUM: $278M
Per adviser: $46M
Advisers: 6

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

Tillridge Global Agribusiness Partners

Dallas, TX · Est. 2016

AUM: $270M
Per adviser: $90M
Advisers: 3

No reported disclosures

Wisniewski Wealth Management

Dallas, TX · Est. 2021

AUM: $266M
Per adviser: $133M
Advisers: 2

No reported disclosures

Grey Rock Energy Management, LLC

Dallas, TX · Est. 2017

AUM: $260M
Per adviser: $17M
Advisers: 15

No reported disclosures

Hep Partners LLC

Dallas, TX · Est. 2012

AUM: $258M
Per adviser: $52M
Advisers: 5

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

Hc2 Capital, LLC

Dallas, TX · Est. 2024

AUM: $252M
Per adviser: $63M
Advisers: 4

No reported disclosures

Stronghold Resource Partners

Dallas, TX · Est. 2018

AUM: $247M
Per adviser: $22M
Advisers: 11

No reported disclosures

3b Capital Management, LP

Dallas, TX · Est. 2021

AUM: $246M
Per adviser: $82M
Advisers: 3

No reported disclosures

Leon Capital Management, LLC

Dallas, TX · Est. 2025

AUM: $245M
Per adviser: $17M
Advisers: 14

No reported disclosures

Snowcap Capital Management

Dallas, TX · Est. 2008

AUM: $239M
Per adviser: $119M
Advisers: 2

No reported disclosures

Broadmark Asset Management LLC

Dallas, TX · Est. 2000

AUM: $238M
Per adviser: $79M
Advisers: 3

No reported disclosures

Fireside Capital Advisors

Dallas, TX · Est. 2024

AUM: $237M
Per adviser: $79M
Advisers: 3

No reported disclosures

High River Resources Management LLC

Dallas, TX · Est. 2025

AUM: $233M
Per adviser: $33M
Advisers: 7

No reported disclosures

Austerra Wealth Management LLC

Dallas, TX · Est. 2022

AUM: $230M
Per adviser: $230M
Advisers: 1

No reported disclosures

Catalyst Capital Advisers LLC

Dallas, TX · Est. 2018

AUM: $228M
Per adviser: $114M
Advisers: 2

No reported disclosures

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

Halcyon Global Advisors

Dallas, TX · Est. 2020

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

Ballast Asset Management

Dallas, TX · Est. 2020

AUM: $221M
Per adviser: $74M
Advisers: 3

No reported disclosures

Prescott Advisors, LLC

Dallas, TX · Est. 2017

AUM: $218M
Per adviser: $10M
Advisers: 21

No reported disclosures

White Rock Capital

Dallas, TX · Est. 2021

AUM: $217M
Per adviser: $109M
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

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

Impact Shares

Dallas, TX · Est. 2018

AUM: $210M
Per adviser: $210M
Advisers: 1

No reported disclosures

Pingora Partners LLC

Dallas, TX · Est. 2024

AUM: $199M
Per adviser: $199M
Advisers: 1

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

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

Blueheel LLC

Dallas, TX · Est. 2024

AUM: $192M
Per adviser: $96M
Advisers: 2

No reported disclosures

Retirement Advisors, LLC

Dallas, TX · Est. 2008

AUM: $186M
Per adviser: $62M
Advisers: 3

No reported disclosures

Delos Capital Advisors

Dallas, TX · Est. 2020

AUM: $186M
Per adviser: $31M
Advisers: 6

No reported disclosures

Smith Group Asset Management

Dallas, TX · Est. 1995

AUM: $182M
Per adviser: $18M
Advisers: 10

No reported disclosures

Wpa Family Office, LLC

Dallas, TX · Est. 2021

AUM: $175M
Per adviser: $175M
Advisers: 1

No reported disclosures

Qmp Management, LLC

Dallas, TX · Est. 2020

AUM: $174M
Per adviser: $58M
Advisers: 3

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

Ecp Investment Advisors LLC

Dallas, TX · Est. 2016

AUM: $168M
Per adviser: $15M
Advisers: 11

No reported disclosures

Schlindwein Associates LLC

Dallas, TX · Est. 2000

AUM: $167M
Per adviser: $56M
Advisers: 3

No reported disclosures

Womack Financial LLC

Dallas, TX · Est. 2024

AUM: $165M
Per adviser: $55M
Advisers: 3

No reported disclosures

Maple Park Capital

Dallas, TX · Est. 2025

AUM: $162M
Per adviser: $32M
Advisers: 5

No reported disclosures

Scherer Financial Advisory Services, LLC

Dallas, TX · Est. 2021

AUM: $158M
Per adviser: $53M
Advisers: 3

No reported disclosures

Uptown Capital Advisors

Dallas, TX · Est. 2025

AUM: $154M
Per adviser: $77M
Advisers: 2

No reported disclosures

Applewhite & Buys Financial Advisors

Dallas, TX · Est. 2025

AUM: $153M
Per adviser: $77M
Advisers: 2

No reported disclosures

Awh Capital, L.P.

Dallas, TX · Est. 2017

AUM: $148M
Per adviser: $74M
Advisers: 2

No reported disclosures

Bfi Wealth Solutions, LLC

Dallas, TX · Est. 2024

AUM: $145M
Per adviser: $145M
Advisers: 1

No reported disclosures

Gsv Asset Management, LLC

Dallas, TX · Est. 2010

AUM: $143M
Per adviser: $72M
Advisers: 2

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

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

Certified Financial Strategies Corporation

Dallas, TX · Est. 2025

AUM: $133M
Per adviser: $67M
Advisers: 2

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

The Gardner Group

Dallas, TX · Est. 2026

AUM: $125M
Per adviser: $125M
Advisers: 1

No reported disclosures

Worth Financial Group INC.

Dallas, TX · Est. 2026

AUM: $123M
Per adviser: $25M
Advisers: 5

No reported disclosures

Lone Star Investment Advisors, LLC

Dallas, TX · Est. 2012

AUM: $120M
Per adviser: $40M
Advisers: 3

No reported disclosures

Pathway Wealth Management, LLC

Dallas, TX · Est. 2026

AUM: $116M
Per adviser: $116M
Advisers: 1

No reported disclosures

Double Eagle Wealth Management LLC

Dallas, TX · Est. 2026

AUM: $109M
Per adviser: $109M
Advisers: 1

No reported disclosures

Birnam Wood Capital, LLC

Dallas, TX · Est. 2020

AUM: $106M
Per adviser: $106M
Advisers: 1

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

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

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

Acruence Capital, LLC

Dallas, TX · Est. 2021

AUM: $37M
Per adviser: $37M
Advisers: 1

No reported disclosures

Nexadvisors, LLC

Dallas, TX · Est. 2021

AUM: $26M
Per adviser: $13M
Advisers: 2

No reported disclosures

Cumberland Hill Capital Management LLC

Dallas, TX · Est. 2006

AUM: $18M
Per adviser: $9M
Advisers: 2

No reported disclosures

Precept Management, LLC

Dallas, TX · Est. 2006

AUM: $5M
Per adviser: $2M
Advisers: 3

No reported disclosures

Founder Etfs LLC

Dallas, TX · Est. 2025

AUM: $3M
Per adviser: $3M
Advisers: 1

No reported disclosures

Fortuna Funds, LLC

Dallas, TX · Est. 2024

AUM: $915,035
Per adviser: $457,517.5
Advisers: 2

No reported disclosures

Trove Investment Advisors LLC

Dallas, TX · Est. 2021

AUM: $387,586
Per adviser: $387,586
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

Fivancial Advisors, INC.

Dallas, TX · Est. 2025

AUM: $925
Per adviser: $925
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