Research Report · 2026-06-30
Largest Registered Investment Advisers in Dallas
Dallas SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
312
Total AUM
$1.10T
Median AUM
$603.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | NB ALTERNATIVES ADVISERS LLC | DALLAS | 149822 | $160.24B | 417 | 2026-03-31 | → |
| 2 | SIXTH STREET ADVISERS, LLC | DALLAS | 159014 | $101.61B | 703 | 2026-05-31 | → |
| 3 | ALM FIRST FINANCIAL ADVISORS LLC | DALLAS | 108561 | $76.17B | 23 | 2026-03-31 | → |
| 4 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | DALLAS | 105519 | $59.04B | 94 | 2026-03-31 | → |
| 5 | AVANTAX ADVISORY SERVICES, INC. | DALLAS | 104556 | $46.11B | 2,278 | 2025-03-31 | → |
| 6 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC | DALLAS | 110760 | $37.70B | 31 | 2026-03-31 | → |
| 7 | HUDSON AMERICAS L.P. | DALLAS | 156078 | $36.39B | 293 | 2026-03-31 | → |
| 8 | GUIDESTONE CAPITAL MANAGEMENT, LLC | DALLAS | 112319 | $36.24B | 35 | 2026-04-30 | → |
| 9 | LONE STAR AMERICAS ACQUISITIONS, INC. | DALLAS | 160000 | $35.73B | 36 | 2026-03-31 | → |
| 10 | HBK INVESTMENTS L.P. | DALLAS | 115079 | $35.61B | 198 | 2026-06-30 | → |
| 11 | TRINITAS CAPITAL MANAGEMENT, LLC | DALLAS | 281328 | $19.56B | 26 | 2026-03-31 | → |
| 12 | ARCTOS PARTNERS, LP | DALLAS | 307116 | $18.22B | 77 | 2026-03-31 | → |
| 13 | RCP ADVISORS 2, LLC | DALLAS | 289963 | $18.21B | 63 | 2026-03-31 | → |
| 14 | MAVERICK CAPITAL LTD | DALLAS | 108262 | $15.85B | 98 | 2026-03-31 | → |
| 15 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | DALLAS | 156925 | $14.45B | 166 | 2026-05-31 | → |
| 16 | WESTWOOD MANAGEMENT CORP | DALLAS | 110269 | $12.46B | 95 | 2026-03-31 | → |
| 17 | PROSPERA FINANCIAL SERVICES, INC. | DALLAS | 10740 | $12.44B | 333 | 2025-09-30 | → |
| 18 | CANYON CAPITAL ADVISORS LLC | DALLAS | 107922 | $11.92B | 192 | 2026-03-31 | → |
| 19 | CANYON CLO ADVISORS LP | DALLAS | 226636 | $11.91B | 161 | 2026-03-31 | → |
| 20 | NGP ENERGY CAPITAL MANAGEMENT, LLC | DALLAS | 160729 | $10.88B | 56 | 2026-03-31 | → |
| 21 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | DALLAS | 111838 | $9.26B | 93 | 2026-03-31 | → |
| 22 | SIXTH STREET LENDING PARTNERS ADVISERS, LLC | DALLAS | 320821 | $8.69B | 66 | 2026-03-31 | → |
| 23 | TRIVE CAPITAL MANAGEMENT LLC | DALLAS | 166910 | $8.00B | 87 | 2026-04-30 | → |
| 24 | MEREWETHER INVESTMENT MANAGEMENT, LP | DALLAS | 293711 | $6.91B | 25 | 2026-06-30 | → |
| 25 | LEVEL FOUR ADVISORY SERVICES, LLC | DALLAS | 134086 | $6.54B | 136 | 2026-03-31 | → |
| 26 | TXRE ADVISERS, LLC | DALLAS | 160388 | $6.37B | 84 | 2026-05-31 | → |
| 27 | INTEGRATED ADVISORS NETWORK LLC | DALLAS | 171991 | $5.52B | 87 | 2026-06-30 | → |
| 28 | TRUE NORTH ADVISORS, LLC | DALLAS | 116048 | $5.42B | 89 | 2026-03-31 | → |
| 29 | THREE BELL CAPITAL LLC | DALLAS | 159736 | $5.05B | 22 | 2026-06-30 | → |
| 30 | BBAM US LP | DALLAS | 175441 | $4.75B | 79 | 2026-03-31 | → |
| 31 | QUOTIENT WEALTH PARTNERS, LLC | DALLAS | 326819 | $4.61B | 60 | 2026-04-30 | → |
| 32 | MCR FUND MANAGEMENT LLC | DALLAS | 315098 | $4.58B | 60 | 2026-03-31 | → |
| 33 | BANNER OAK CAPITAL PARTNERS, LP | DALLAS | 284367 | $4.46B | 9 | 2026-03-31 | → |
| 34 | TURTLE CREEK MANAGEMENT, LLC | DALLAS | 140212 | $4.28B | 10 | 2026-03-31 | → |
| 35 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | DALLAS | 298422 | $4.19B | 64 | 2026-06-30 | → |
| 36 | APEXIUM FINANCIAL LP | DALLAS | 283726 | $4.02B | 15 | 2025-10-31 | → |
| 37 | TW-IM, LLC | DALLAS | 167240 | $3.97B | 46 | 2026-06-30 | → |
| 38 | GUIDESTONE INVESTMENT SERVICES | DALLAS | 338335 | $3.91B | 28 | 2026-03-31 | → |
| 39 | TRANSWESTERN INVESTMENT MANAGEMENT, LLC | DALLAS | 159520 | $3.75B | 31 | 2026-03-31 | → |
| 40 | MERIT ENERGY COMPANY, LLC | DALLAS | 109310 | $3.70B | 782 | 2026-03-31 | → |
| 41 | REGAN CAPITAL, LLC | DALLAS | 158294 | $3.59B | 22 | 2026-03-31 | → |
| 42 | SYCAMORE TREE CAPITAL PARTNERS, L.P. | DALLAS | 311555 | $3.54B | 30 | 2026-03-31 | → |
| 43 | ADVISOR RESOURCE COUNCIL | DALLAS | 164109 | $3.49B | 119 | 2026-03-31 | → |
| 44 | SIXTH STREET SPECIALTY LENDING ADVISERS, LLC | DALLAS | 155006 | $3.42B | 66 | 2026-03-31 | → |
| 45 | VWH CAPITAL MANAGEMENT, LP | DALLAS | 289128 | $3.32B | 28 | 2026-03-31 | → |
| 46 | DISRUPTIVE TECHNOLOGY ADVISERS LLC | DALLAS | 164828 | $3.12B | 16 | 2026-04-30 | → |
| 47 | ANSON FUNDS MANAGEMENT LP | DALLAS | 125109 | $3.05B | 4 | 2026-03-31 | → |
| 48 | PARADIGM GLOBAL INVESTORS, LLC | DALLAS | 338287 | $3.03B | 4 | 2026-03-31 | → |
| 49 | TRINITY HUNT MANAGEMENT, L.P. | DALLAS | 157410 | $2.99B | 53 | 2026-03-31 | → |
| 50 | NFJ INVESTMENT GROUP, LLC | DALLAS | 310902 | $2.98B | 9 | 2026-03-31 | → |
| 51 | CANYON PARTNERS REAL ESTATE LLC | DALLAS | 107880 | $2.91B | 198 | 2026-03-31 | → |
| 52 | LEGACY KNIGHT MFO, LLC | DALLAS | 305927 | $2.85B | 21 | 2026-05-31 | → |
| 53 | NEXPOINT ASSET MANAGEMENT, L.P. | DALLAS | 149653 | $2.76B | 6 | 2026-03-31 | → |
| 54 | TURTLE CREEK WEALTH ADVISORS, LLC | DALLAS | 322998 | $2.76B | 26 | 2026-06-30 | → |
| 55 | HILLTOP SECURITIES INC. | DALLAS | 6220 | $2.51B | 92 | 2026-03-31 | → |
| 56 | SILVER HILL ENERGY PARTNERS, LP | DALLAS | 307537 | $2.49B | 49 | 2026-03-31 | → |
| 57 | PERMIAN INVESTMENT PARTNERS, LP | DALLAS | 156893 | $2.43B | 12 | 2026-03-31 | → |
| 58 | THE MILESTONE REAL ESTATE GROUP, LP | DALLAS | 161957 | $2.43B | 33 | 2026-04-30 | → |
| 59 | PACELINE EQUITY PARTNERS, LLC | DALLAS | 307683 | $2.43B | 40 | 2026-03-31 | → |
| 60 | REQUISITE CAPITAL MANAGEMENT LLC | DALLAS | 283107 | $2.43B | 11 | 2026-03-31 | → |
| 61 | STRIVE ASSET MANAGEMENT, LLC | DALLAS | 322039 | $2.38B | 33 | 2026-06-30 | → |
| 62 | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | DALLAS | 107238 | $2.27B | 19 | 2026-03-31 | → |
| 63 | SMITH GROUP ASSET MANAGEMENT, LLC | DALLAS | 313265 | $2.21B | 14 | 2026-03-31 | → |
| 64 | SAGEFIELD INVESTMENT GROUP LP | DALLAS | 312019 | $2.17B | 10 | 2026-03-31 | → |
| 65 | MERIDIEM CAPITAL PARTNERS LP | DALLAS | 318498 | $2.15B | 16 | 2026-03-31 | → |
| 66 | ASCENTIS INDEPENDENT ADVISORS, LLC | DALLAS | 322879 | $2.09B | 43 | 2026-06-30 | → |
| 67 | RIVER CANYON FUND MANAGEMENT LLC | DALLAS | 169465 | $2.08B | 161 | 2026-03-31 | → |
| 68 | CRESTA FUND MANAGEMENT LLC | DALLAS | 288079 | $2.04B | 16 | 2026-03-31 | → |
| 69 | 8 KNOTS MANAGEMENT, LLC | DALLAS | 305473 | $2.03B | 3 | 2026-03-31 | → |
| 70 | SMITH ANGLIN FINANCIAL, LLC | DALLAS | 144386 | $2.01B | 16 | 2025-05-31 | → |
| 71 | BALEFIRE, LLC | DALLAS | 168733 | $1.99B | 38 | 2026-03-31 | → |
| 72 | SOLE SOURCE CAPITAL LLC | DALLAS | 290032 | $1.98B | 34 | 2026-03-31 | → |
| 73 | CENTEROAK ADVISER, L.P. | DALLAS | 175156 | $1.98B | 20 | 2026-03-31 | → |
| 74 | GUIDESTONE ADVISORS, LLC | DALLAS | 149624 | $1.96B | 34 | 2026-03-31 | → |
| 75 | NEXPOINT REAL ESTATE ADVISORS VII, L.P. | DALLAS | 305956 | $1.93B | 2 | 2026-03-31 | → |
| 76 | SCOUT ENERGY MANAGEMENT LLC | DALLAS | 161832 | $1.86B | 1,113 | 2026-05-31 | → |
| 77 | CONDIRE MANAGEMENT, LP | DALLAS | 311762 | $1.86B | 11 | 2026-03-31 | → |
| 78 | D2 ASSET MANAGEMENT, LP | DALLAS | 331542 | $1.83B | 34 | 2026-05-31 | → |
| 79 | VIEW CAPITAL RIA, LP | DALLAS | 130678 | $1.82B | 18 | 2026-03-31 | → |
| 80 | KAINOS CAPITAL LP | DALLAS | 165607 | $1.81B | 25 | 2026-04-30 | → |
| 81 | CUSHING ASSET MANAGEMENT, LP | DALLAS | 131517 | $1.75B | 10 | 2026-03-31 | → |
| 82 | SWIFT CREEK REAL ESTATE PARTNERS LLC | DALLAS | 329614 | $1.74B | 13 | 2026-06-30 | → |
| 83 | LEE FINANCIAL COMPANY, LLC | DALLAS | 105910 | $1.68B | 39 | 2026-03-31 | → |
| 84 | ISC ADVISORS, INC. | DALLAS | 166586 | $1.62B | 30 | 2026-03-31 | → |
| 85 | SATORI CAPITAL, LLC | DALLAS | 161829 | $1.61B | 33 | 2026-06-30 | → |
| 86 | MOMENTUM INDEPENDENT NETWORK INC. | DALLAS | 17587 | $1.61B | 97 | 2026-03-31 | → |
| 87 | DURATION ASSET MANAGEMENT, LLC | DALLAS | 298651 | $1.58B | 3 | 2026-03-31 | → |
| 88 | ANNANDALE CAPITAL, LLC | DALLAS | 136667 | $1.55B | 5 | 2026-03-31 | → |
| 89 | GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC | DALLAS | 160830 | $1.54B | 4 | 2026-03-31 | → |
| 90 | WALLACE CAPITAL MANAGEMENT, INC. | DALLAS | 119174 | $1.49B | 7 | 2026-03-31 | → |
| 91 | RANGER INVESTMENT MANAGEMENT,L.P. | DALLAS | 124414 | $1.48B | 15 | 2026-03-31 | → |
| 92 | CYPRESS POINT WEALTH MANAGEMENT, LLC | DALLAS | 143771 | $1.47B | 12 | 2026-03-31 | → |
| 93 | TWIN TREE MANAGEMENT, LP | DALLAS | 149548 | $1.46B | 8 | 2026-03-31 | → |
| 94 | HUDSON WAY CAPITAL MANAGEMENT, LLC | DALLAS | 172400 | $1.40B | 10 | 2026-03-31 | → |
| 95 | HOWARD FINANCIAL SERVICES, LTD. | DALLAS | 107978 | $1.40B | 24 | 2026-06-30 | → |
| 96 | LEVEL FOUR CAPITAL MANAGEMENT | DALLAS | 304792 | $1.38B | 9 | 2026-03-31 | → |
| 97 | BH CREDIT MANAGEMENT LLC | DALLAS | 317505 | $1.37B | 55 | 2026-03-31 | → |
| 98 | ROOSEVELT CAPITAL MANAGEMENT LLC | DALLAS | 283217 | $1.37B | 2 | 2026-03-31 | → |
| 99 | PENN DAVIS MCFARLAND INC | DALLAS | 110417 | $1.36B | 10 | 2026-03-31 | → |
| 100 | CITATION CAPITAL MANAGEMENT, LLC | DALLAS | 326828 | $1.36B | 14 | 2026-03-31 | → |
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