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 | |
|---|---|---|---|---|---|---|---|
| 101 | BEACON RETIREMENT PLANNING SERVICES INC. | DALLAS | 110038 | $1.30B | 18 | 2026-03-31 | → |
| 102 | TRIGATE MANAGEMENT LLC | DALLAS | 158083 | $1.28B | 20 | 2026-02-28 | → |
| 103 | WEBS CREEK CAPITAL MANAGEMENT LP | DALLAS | 301259 | $1.25B | 9 | 2026-04-30 | → |
| 104 | HODGES CAPITAL MANAGEMENT INC | DALLAS | 110080 | $1.24B | 20 | 2025-10-31 | → |
| 105 | FWL INVESTMENT MANAGEMENT, LLC | DALLAS | 174119 | $1.24B | 7 | 2026-03-31 | → |
| 106 | BWCP, LP | DALLAS | 305638 | $1.23B | 11 | 2026-03-31 | → |
| 107 | INTEGRITY ADVISORY SOLUTIONS, LLC | DALLAS | 288817 | $1.10B | 113 | 2026-06-30 | → |
| 108 | FUSION INVESTMENT ADVISORS LLC | DALLAS | 156549 | $1.10B | 87 | 2026-03-31 | → |
| 109 | NEXPOINT REAL ESTATE ADVISORS X, L.P. | DALLAS | 317203 | $1.10B | 2 | 2026-03-31 | → |
| 110 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | DALLAS | 154127 | $1.08B | 9 | 2026-05-31 | → |
| 111 | AVIDITY PARTNERS MANAGEMENT LP | DALLAS | 304628 | $1.06B | 9 | 2026-03-31 | → |
| 112 | ESP INVESTMENT ADVISORS LLC | DALLAS | 298553 | $1.04B | 16 | 2026-03-31 | → |
| 113 | PROSIGHT MANAGEMENT, LP | DALLAS | 148791 | $1.04B | 5 | 2026-03-31 | → |
| 114 | PERRYMAN FINANCIAL ADVISORY, INC. | DALLAS | 107653 | $1.02B | 8 | 2026-03-31 | → |
| 115 | SOUNDWATCH CAPITAL, LLC | DALLAS | 173151 | $1.02B | 5 | 2026-05-31 | → |
| 116 | EDGE NATURAL RESOURCES LLC | DALLAS | 230787 | $1.02B | 14 | 2026-03-31 | → |
| 117 | RENOVO CAPITAL, LLC | DALLAS | 164144 | $1.01B | 14 | 2026-03-31 | → |
| 118 | PETROCAP, LLC | DALLAS | 169688 | $949.1M | 15 | 2026-03-31 | → |
| 119 | VAQUERO PRIVATE WEALTH, LTD. | DALLAS | 305266 | $928.9M | 9 | 2026-02-28 | → |
| 120 | BRAEMONT CAPITAL MANAGEMENT LLC | DALLAS | 314704 | $913.0M | 17 | 2026-03-31 | → |
| 121 | BROOKMONT CAPITAL MANAGEMENT, LLC | DALLAS | 145475 | $910.5M | 4 | 2026-03-31 | → |
| 122 | RIATA CAPITAL GROUP, LLC | DALLAS | 289948 | $901.1M | 19 | 2026-03-31 | → |
| 123 | COMMERCE STREET INVESTMENT ADVISOR, LLC | DALLAS | 144278 | $891.3M | 14 | 2026-03-31 | → |
| 124 | LWO LLC | DALLAS | 282281 | $890.8M | 23 | 2026-05-31 | → |
| 125 | BLUESCAPE ENERGY PARTNERS LLC | DALLAS | 283812 | $890.4M | 9 | 2026-03-31 | → |
| 126 | STRATA WEALTH ADVISORS, LLC | DALLAS | 285973 | $886.1M | 14 | 2026-04-30 | → |
| 127 | PROBITY ADVISORS, INC. | DALLAS | 121849 | $859.4M | 9 | 2026-03-31 | → |
| 128 | GREY ROCK MANAGEMENT PARTNERS IV, LLC | DALLAS | 317664 | $856.7M | 29 | 2026-03-31 | → |
| 129 | CPMG, INC. | DALLAS | 131417 | $855.8M | 7 | 2026-03-31 | → |
| 130 | APEIRON RIA LLC | DALLAS | 289273 | $852.0M | 17 | 2026-05-31 | → |
| 131 | ADAMS ASSET ADVISORS LLC | DALLAS | 120573 | $839.4M | 4 | 2026-01-31 | → |
| 132 | MADDEN SECURITIES CORPORATION | DALLAS | 18389 | $826.0M | 3 | 2026-06-30 | → |
| 133 | NEXANNUITY ASSET MANAGEMENT, L.P. | DALLAS | 309748 | $823.4M | 4 | 2026-05-31 | → |
| 134 | NOKOMIS CAPITAL, L.L.C. | DALLAS | 145627 | $804.2M | 5 | 2026-03-31 | → |
| 135 | ORG PARTNERS LLC | DALLAS | 312728 | $772.6M | 24 | 2025-08-31 | → |
| 136 | PARATUS FINANCIAL, INC. | DALLAS | 133361 | $757.4M | 8 | 2026-03-31 | → |
| 137 | WESTWOOD ADVISORS, L.L.C | DALLAS | 132162 | $749.5M | 62 | 2026-04-30 | → |
| 138 | AUTUMN GLORY PARTNERS, LLC | DALLAS | 288250 | $747.6M | 2 | 2026-03-31 | → |
| 139 | CROSSPLANE CAPITAL MANAGEMENT, LP | DALLAS | 300646 | $736.2M | 19 | 2026-03-31 | → |
| 140 | SERVICE ACADEMY CAPITAL MANAGEMENT LLC | DALLAS | 226628 | $734.0M | 7 | 2026-01-31 | → |
| 141 | FULLER WEALTH MANAGEMENT, LLC | DALLAS | 281767 | $707.8M | 9 | 2025-01-31 | → |
| 142 | LATTICEWORK CAPITAL MANAGEMENT LLC | DALLAS | 281690 | $705.1M | 12 | 2026-03-31 | → |
| 143 | AETHON ENERGY MANAGEMENT LLC | DALLAS | 173136 | $700.1M | 198 | 2026-03-31 | → |
| 144 | IKARIAN CAPITAL, LLC | DALLAS | 281880 | $698.0M | 8 | 2026-05-31 | → |
| 145 | LP INVESTMENT MANAGEMENT, LLC | DALLAS | 306615 | $696.1M | 2 | 2026-04-30 | → |
| 146 | OPTIMUM QUANTVEST CORPORATION | DALLAS | 301469 | $695.1M | 4 | 2026-03-31 | → |
| 147 | 9823 CAPITAL, LP | DALLAS | 324329 | $677.1M | 6 | 2026-03-31 | → |
| 148 | MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | DALLAS | 115120 | $663.2M | 7 | 2026-03-31 | → |
| 149 | PENDER CAPITAL MANAGEMENT, LLC | DALLAS | 281448 | $661.4M | 14 | 2026-03-31 | → |
| 150 | GOODLANDER INVESTMENT MANAGEMENT, LLC | DALLAS | 317830 | $660.5M | 6 | 2026-03-31 | → |
| 151 | OPTIMA ASSET MANAGEMENT INC | DALLAS | 106095 | $657.4M | 2 | 2026-02-28 | → |
| 152 | SPICEWOOD MINERAL MANAGEMENT, LLC | DALLAS | 310323 | $644.7M | 10 | 2026-03-31 | → |
| 153 | CLARE MARKET INVESTMENTS, LLC | DALLAS | 217515 | $635.1M | 4 | 2026-03-31 | → |
| 154 | DI INVESTMENT MANAGEMENT LP | DALLAS | 318069 | $617.6M | 83 | 2026-03-31 | → |
| 155 | EQ WEALTH ADVISORS, LLC | DALLAS | 322294 | $617.0M | 6 | 2026-03-31 | → |
| 156 | ACKERMAN CAPITAL ADVISORS, LLC | DALLAS | 123824 | $604.0M | 6 | 2026-03-31 | → |
| 157 | VENDERA MANAGEMENT HOLDINGS, LLC | DALLAS | 175116 | $602.8M | 28 | 2026-03-31 | → |
| 158 | ASCENTIS WEALTH MANAGEMENT, LLC | DALLAS | 330923 | $595.7M | 9 | 2026-05-31 | → |
| 159 | RTW FINANCIAL ADVISORS INC | DALLAS | 109934 | $581.0M | 11 | 2026-06-30 | → |
| 160 | CIVITAS CAPITAL MANAGEMENT, LLC | DALLAS | 319105 | $578.6M | 47 | 2026-05-31 | → |
| 161 | LUCASHILL, LLC | DALLAS | 321069 | $575.2M | 3 | 2026-06-30 | → |
| 162 | SEQUEL HOLDINGS, L.P. | DALLAS | 170237 | $563.0M | 12 | 2026-03-31 | → |
| 163 | DIGITAL WEALTH PARTNERS LLC | DALLAS | 328627 | $555.1M | 26 | 2026-03-31 | → |
| 164 | SUNTX CAPITAL MANAGEMENT CORP. | DALLAS | 161332 | $554.2M | 14 | 2026-03-31 | → |
| 165 | MACK & CO. PARTNERS, LP | DALLAS | 324218 | $549.0M | 8 | 2026-05-31 | → |
| 166 | NEWSTONE CAPITAL PARTNERS, LLC | DALLAS | 161068 | $544.5M | 8 | 2026-03-31 | → |
| 167 | AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC | DALLAS | 297526 | $537.3M | 128 | 2026-03-31 | → |
| 168 | BP CAPITAL ENERGY ADVISORS, LLC | DALLAS | 167087 | $537.2M | 9 | 2026-03-31 | → |
| 169 | SKY ISLAND CAPITAL LP | DALLAS | 305087 | $533.5M | 14 | 2026-03-31 | → |
| 170 | SIX COLUMNS CAPITAL, LP | DALLAS | 306039 | $518.8M | 5 | 2024-12-31 | → |
| 171 | SUMMIT HOUSE CAPITAL MANAGEMENT, LLC | DALLAS | 306823 | $518.7M | 9 | 2026-04-30 | → |
| 172 | BROADWING CAPITAL MANAGEMENT LLC | DALLAS | 328881 | $513.1M | 11 | 2026-03-31 | → |
| 173 | FIRST SABREPOINT CAPITAL MANAGEMENT, LP | DALLAS | 283638 | $499.5M | 5 | 2026-03-31 | → |
| 174 | SOCORRO ASSET MANAGEMENT, L.P. | DALLAS | 304401 | $497.9M | 6 | 2026-03-31 | → |
| 175 | RR ADVISORS, LLC | DALLAS | 130609 | $496.8M | 8 | 2026-03-31 | → |
| 176 | ALLRED CAPITAL MANAGEMENT, LLC | DALLAS | 297533 | $493.4M | 6 | 2026-03-31 | → |
| 177 | SYMMETRY CAPITAL ADVISORS LLC | DALLAS | 122563 | $492.7M | 5 | 2026-03-31 | → |
| 178 | XEBEC ASSET MANAGEMENT, LLC | DALLAS | 305669 | $484.5M | 29 | 2026-03-31 | → |
| 179 | PROEM ADVISORS LLC | DALLAS | 300404 | $474.1M | 5 | 2026-03-31 | → |
| 180 | CARSON MANAGEMENT COMPANY, LLC | DALLAS | 153261 | $469.3M | 6 | 2026-02-28 | → |
| 181 | S2 FUND MANAGER, LLC | DALLAS | 323759 | $464.7M | 42 | 2026-03-31 | → |
| 182 | WISDOM FIXED INCOME MANAGEMENT, LLC | DALLAS | 332006 | $464.2M | 11 | 2026-06-30 | → |
| 183 | LGT FINANCIAL ADVISORS LLC | DALLAS | 111575 | $456.1M | 5 | 2026-03-31 | → |
| 184 | HAVENCREST CAPITAL MANAGEMENT, LLC | DALLAS | 287944 | $450.7M | 14 | 2026-05-31 | → |
| 185 | THACKERAY PARTNERS, L.P. | DALLAS | 166351 | $442.7M | 11 | 2026-03-31 | → |
| 186 | BURFORD BROTHERS, INC. | DALLAS | 306574 | $440.2M | 4 | 2026-06-30 | → |
| 187 | CIC PARTNERS MANAGEMENT LLC | DALLAS | 158019 | $438.0M | 17 | 2026-04-30 | → |
| 188 | CARLSON CAPITAL, L.P. | DALLAS | 118156 | $429.3M | 26 | 2026-05-31 | → |
| 189 | CRUX CAPITAL LTD | DALLAS | 149665 | $427.6M | 10 | 2026-06-30 | → |
| 190 | SYLVEST ADVISORS, LLC | DALLAS | 165130 | $425.7M | 8 | 2026-03-31 | → |
| 191 | CASTLEVIEW PARTNERS, LLC | DALLAS | 281410 | $416.9M | 22 | 2026-05-31 | → |
| 192 | SLOTNIK CAPITAL, LLC | DALLAS | 324251 | $415.8M | 5 | 2026-03-31 | → |
| 193 | PROMUS ASSET MANAGEMENT, LLC | DALLAS | 157484 | $415.0M | 4 | 2026-03-31 | → |
| 194 | CAIRD INVESTMENT PARTNERS, LLC | DALLAS | 334504 | $413.2M | 8 | 2026-03-31 | → |
| 195 | FIFTH FORCE MANAGEMENT LLC | DALLAS | 325161 | $406.9M | 4 | 2026-03-31 | → |
| 196 | PALOGIC VALUE MANAGEMENT, L.P. | DALLAS | 155133 | $405.5M | 5 | 2026-06-30 | → |
| 197 | FORTUNE WEALTH MANAGEMENT, LLC | DALLAS | 157832 | $396.3M | 3 | 2026-02-28 | → |
| 198 | FIFTH PARTNERS MANAGEMENT, LLC | DALLAS | 326712 | $391.6M | 28 | 2026-03-31 | → |
| 199 | CONCORDE FINANCIAL CORPORATION | DALLAS | 105237 | $376.2M | 6 | 2026-04-30 | → |
| 200 | UNITY PARTNERS LP | DALLAS | 322847 | $367.0M | 24 | 2026-05-31 | → |
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