AdvisorGrade

Financial advisers in Fort Worth, TX

47 registered investment adviser firms in Fort Worth managing $501.1B in assets, based on public SEC Form ADV filings.

Tpg Global Advisors, LLC

Fort Worth, TX · Est. 2012

NationalInternational
Fee-only
AUM
$173.6B
Per adviser
$257M
Advisers
675

No reported disclosures

Tpg Capital Advisors, LLC

Fort Worth, TX · Est. 2012

NationalInternational
Fee-only
AUM
$140.6B
Per adviser
$343M
Advisers
410

Jasper Ridge Partners, L.P.

Fort Worth, TX · Est. 2009

RegionalInternational
Fee-based
AUM
$43.0B
Per adviser
$1.2B
Advisers
36

No reported disclosures

Luther King Capital Management Corporation

Fort Worth, TX · Est. 1979

RegionalInternational
Fee-based
AUM
$31.5B
Per adviser
$432M
Advisers
73

No reported disclosures

First Command Advisory Services

Fort Worth, TX · Est. 2005

National
Fee-based
AUM
$24.4B
Per adviser
$21M
Advisers
1,155

Crestline Management, L.P.

Fort Worth, TX · Est. 2002

RegionalInternational
Fee-only
AUM
$22.5B
Per adviser
$199M
Advisers
113

No reported disclosures

Tpg Real Estate Advisors, LLC

Fort Worth, TX · Est. 2014

RegionalInternational
Fee-only
AUM
$17.0B
Per adviser
$354M
Advisers
48

No reported disclosures

Tpg Solutions Advisors

Fort Worth, TX · Est. 2021

RegionalInternational
Fee-only
AUM
$11.6B
Per adviser
$252M
Advisers
46

No reported disclosures

Summittx Capital, L.P.

Fort Worth, TX · Est. 2025

RegionalInternational
Fee-only
AUM
$10.1B
Per adviser
$235M
Advisers
43

No reported disclosures

Crescent Real Estate LLC

Fort Worth, TX · Est. 2012

Regional
Fee-based
AUM
$5.1B
Per adviser
$150M
Advisers
34

No reported disclosures

Tpg Re Finance Trust Management, L.P.

Fort Worth, TX · Est. 2017

Regional
Fee-based
AUM
$4.4B
Per adviser
$232M
Advisers
19

No reported disclosures

Tailwind Advisors

Fort Worth, TX · Est. 2009

Local
Fee-only
AUM
$1.7B
Per adviser
$335M
Advisers
5

No reported disclosures

Double Eagle Family Offices, LLC

Fort Worth, TX · Est. 2021

Local
Fee-based
AUM
$1.4B
Per adviser
$233M
Advisers
6

No reported disclosures

Wpwealth LLP

Fort Worth, TX · Est. 2008

RegionalInternational
Fee-based
AUM
$1.2B
Per adviser
$83M
Advisers
14

No reported disclosures

Holt Capital Partners, L.P.

Fort Worth, TX · Est. 2013

Local
Fee-only
AUM
$1.1B
Per adviser
$363M
Advisers
3

No reported disclosures

Rogers Wealth Group, INC.

Fort Worth, TX · Est. 1996

Local
Fee-based
AUM
$1.0B
Per adviser
$173M
Advisers
6

No reported disclosures

Alta Fox Capital Management, LLC

Fort Worth, TX · Est. 2021

Local
Fee-only
AUM
$821M
Per adviser
$164M
Advisers
5

No reported disclosures

Diesslin Group, INC.

Fort Worth, TX · Est. 1988

LocalInternational
Fee-based
AUM
$696M
Per adviser
$139M
Advisers
5

No reported disclosures

Signal Securities, INC.

Fort Worth, TX · Est. 2004

Regional
Fee-based
AUM
$679M
Per adviser
$30M
Advisers
23

Aspen Wealth Management, LLC

Fort Worth, TX · Est. 2018

Local
Fee-only
AUM
$658M
Per adviser
$110M
Advisers
6

No reported disclosures

Dean, Jacobson Financial Services

Fort Worth, TX · Est. 2012

Local
Fee-based
AUM
$519M
Per adviser
$74M
Advisers
7

No reported disclosures

Smh Capital Advisors LLC

Fort Worth, TX · Est. 1997

LocalInternational
Fee-only
AUM
$503M
Per adviser
$252M
Advisers
2

No reported disclosures

Basin Oil And Gas Management, LP

Fort Worth, TX · Est. 2020

Local
Fee-only
AUM
$493M
Per adviser
$62M
Advisers
8

No reported disclosures

Swmg, LLC

Fort Worth, TX · Est. 2019

Local
Fee-based
AUM
$430M
Per adviser
$86M
Advisers
5

No reported disclosures

Point Bridge Capital, LLC

Fort Worth, TX · Est. 2013

Local
Fee-only
AUM
$420M
Per adviser
$420M
Advisers
1

No reported disclosures

Vortus Investment Advisors, LLC

Fort Worth, TX · Est. 2015

LocalInternational
Fee-only
AUM
$412M
Per adviser
$82M
Advisers
5

No reported disclosures

The Capital Chart Room, Ltd

Fort Worth, TX · Est. 2001

Local
Fee-based
AUM
$401M
Per adviser
$100M
Advisers
4

No reported disclosures

Highpeak Energy Management, LLC

Fort Worth, TX · Est. 2019

Local
Fee-based
AUM
$392M
Per adviser
$131M
Advisers
3

No reported disclosures

Rhodes Investment Advisors, INC.

Fort Worth, TX · Est. 2019

Regional
Fee-only
AUM
$376M
Per adviser
$42M
Advisers
9

Overridge Wealth Advisors

Fort Worth, TX · Est. 2003

Local
Fee-based
AUM
$368M
Per adviser
$41M
Advisers
9

No reported disclosures

Shelton Wealth Management, LLC

Fort Worth, TX · Est. 2021

Local
Fee-based
AUM
$364M
Per adviser
$121M
Advisers
3

No reported disclosures

Michels Family Financial, LLC

Fort Worth, TX · Est. 2022

Local
Fee-based
AUM
$348M
Per adviser
$174M
Advisers
2

No reported disclosures

Aspenridge Wealth Advisors

Fort Worth, TX · Est. 2025

Local
Fee-based
AUM
$335M
Per adviser
$84M
Advisers
4

No reported disclosures

Rivercrest Capital Management LLC

Fort Worth, TX · Est. 2019

Local
Fee-only
AUM
$286M
Per adviser
$26M
Advisers
11

No reported disclosures

M2g Ventures LLC

Fort Worth, TX · Est. 2025

Local
Fee-based
AUM
$284M
Per adviser
$19M
Advisers
15

No reported disclosures

Nolet Wealth Management, LLC

Fort Worth, TX · Est. 2024

Local
Fee-based
AUM
$273M
Per adviser
$91M
Advisers
3

No reported disclosures

Bios Capital Management, LP

Fort Worth, TX · Est. 2019

Local
Fee-only
AUM
$251M
Per adviser
$42M
Advisers
6

No reported disclosures

Styre Wealth

Fort Worth, TX · Est. 2017

Local
Fee-based
AUM
$251M
Per adviser
$125M
Advisers
2

No reported disclosures

Storehouse Financial LLC

Fort Worth, TX · Est. 2021

Local
Fee-only
AUM
$240M
Per adviser
$40M
Advisers
6

No reported disclosures

Lummis Asset Management, L.P.

Fort Worth, TX · Est. 2021

Local
Fee-only
AUM
$210M
Per adviser
$210M
Advisers
1

No reported disclosures

Steelhead Capital Management, LLC

Fort Worth, TX · Est. 2019

Local
Fee-only
AUM
$203M
Per adviser
$51M
Advisers
4

No reported disclosures

Brazos Wealth Advisors LLC

Fort Worth, TX · Est. 2024

Local
Fee-based
AUM
$184M
Per adviser
$92M
Advisers
2

No reported disclosures

Thirteen Twenty-Two Advisors

Fort Worth, TX · Est. 2026

Local
Fee-based
AUM
$163M
Per adviser
$27M
Advisers
6

No reported disclosures

Purewater Capital, LLC

Fort Worth, TX · Est. 2025

Local
Fee-based
AUM
$149M
Per adviser
$37M
Advisers
4

No reported disclosures

Trinity Investment Management, LLC

Fort Worth, TX · Est. 2007

LocalInternational
Fee-only
AUM
$126M
Per adviser
$63M
Advisers
2

No reported disclosures

Moffatt Financial Strategies

Fort Worth, TX · Est. 2026

LocalInternational
Fee-based
AUM
$117M
Per adviser
$29M
Advisers
4

No reported disclosures

Longhorn Capital Partners, L.P.

Fort Worth, TX · Est. 2025

Local
Fee-only
AUM
$64M
Per adviser
$32M
Advisers
2

No reported disclosures