Research Report · 2026-06-30
Largest Registered Investment Advisers in Houston
Houston SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
240
Total AUM
$541.51B
Median AUM
$601.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | FAYEZ SAROFIM & CO., LLC | HOUSTON | 106584 | $35.07B | 54 | 2026-05-31 | → |
| 2 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | HOUSTON | 104536 | $34.11B | 310 | 2026-05-31 | → |
| 3 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | HOUSTON | 104561 | $32.94B | 1,700 | 2026-05-31 | → |
| 4 | VALIC FINANCIAL ADVISORS, INC. | HOUSTON | 42803 | $29.22B | 1,647 | 2026-05-31 | → |
| 5 | QEP ADVISERS, LLC | HOUSTON | 174733 | $28.77B | 144 | 2026-06-30 | → |
| 6 | GARCIA HAMILTON & ASSOCIATES LP | HOUSTON | 108017 | $24.86B | 41 | 2026-03-31 | → |
| 7 | EMG FUND II MANAGEMENT, L.P. | HOUSTON | 157915 | $13.07B | 23 | 2025-09-30 | → |
| 8 | SAROFIM TRUST CO., LTA | HOUSTON | 106590 | $12.96B | 26 | 2026-05-31 | → |
| 9 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | HOUSTON | 106975 | $12.24B | 53 | 2026-03-31 | → |
| 10 | THE ENERGY & MINERALS GROUP LP | HOUSTON | 339275 | $12.02B | 22 | 2026-03-31 | → |
| 11 | THE WINDACRE PARTNERSHIP LLC | HOUSTON | 168761 | $11.42B | 8 | 2026-03-31 | → |
| 12 | CAZ INVESTMENTS L.P. | HOUSTON | 113931 | $10.83B | 83 | 2026-03-31 | → |
| 13 | AMERICANA PARTNERS, LLC | HOUSTON | 301354 | $9.10B | 86 | 2026-04-30 | → |
| 14 | THE STERLING GROUP, L.P. | HOUSTON | 157406 | $9.01B | 87 | 2026-03-31 | → |
| 15 | CROSSMARK GLOBAL INVESTMENTS, INC. | HOUSTON | 113360 | $8.98B | 54 | 2026-06-30 | → |
| 16 | U.S. CAPITAL WEALTH ADVISORS, LLC | HOUSTON | 288199 | $8.76B | 141 | 2026-03-31 | → |
| 17 | OGAM, LP | HOUSTON | 287919 | $8.69B | 42 | 2026-03-31 | → |
| 18 | WINCORAM ASSET MANAGEMENT LLC | HOUSTON | 312425 | $8.19B | 28 | 2026-03-31 | → |
| 19 | 59 NORTH CAPITAL MANAGEMENT, LP | HOUSTON | 300258 | $7.50B | 9 | 2026-03-31 | → |
| 20 | FIVE POINT INFRASTRUCTURE LLC | HOUSTON | 171158 | $7.05B | 33 | 2026-04-30 | → |
| 21 | TRUST ADVISORS, INC. | HOUSTON | 157508 | $6.97B | 76 | 2026-03-31 | → |
| 22 | ARA ADVISERS, LLC | HOUSTON | 298845 | $6.79B | 95 | 2026-03-31 | → |
| 23 | HINES CAPITAL ADVISORS LLC | HOUSTON | 307282 | $5.15B | 839 | 2026-03-31 | → |
| 24 | AVIDIAN WEALTH ENTERPRISES, LLC | HOUSTON | 127186 | $4.76B | 59 | 2026-06-30 | → |
| 25 | LINSCOMB WEALTH, INC. | HOUSTON | 106779 | $4.57B | 52 | 2026-02-28 | → |
| 26 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | HOUSTON | 111441 | $4.25B | 23 | 2026-03-31 | → |
| 27 | WATEROUS ENERGY FUND MANAGEMENT (US), LLC | HOUSTON | 290952 | $4.01B | 2 | 2026-03-31 | → |
| 28 | NEXT FINANCIAL GROUP, INC. | HOUSTON | 46214 | $3.77B | 564 | 2025-08-31 | → |
| 29 | GFS ADVISORS LLC | HOUSTON | 143110 | $3.76B | 11 | 2026-03-31 | → |
| 30 | TRB WEALTH MANAGEMENT, LLC | HOUSTON | 309370 | $3.74B | 15 | 2026-03-31 | → |
| 31 | ANDROS CAPITAL PARTNERS LLC | HOUSTON | 310641 | $3.51B | 6 | 2026-03-31 | → |
| 32 | STELLUS CAPITAL MANAGEMENT, LLC | HOUSTON | 160115 | $3.51B | 36 | 2026-04-30 | → |
| 33 | MARBLE CAPITAL LP | HOUSTON | 285940 | $3.35B | 38 | 2026-03-31 | → |
| 34 | RIDGEWOOD ENERGY CORPORATION | HOUSTON | 142136 | $3.28B | 61 | 2026-03-31 | → |
| 35 | TRUST ASSET MANAGEMENT LLC | HOUSTON | 147379 | $3.21B | 10 | 2026-06-30 | → |
| 36 | KA FUND ADVISORS, LLC | HOUSTON | 141037 | $3.19B | 38 | 2026-03-31 | → |
| 37 | EAGLE GLOBAL ADVISORS LLC | HOUSTON | 107306 | $3.10B | 24 | 2026-03-31 | → |
| 38 | PAN CAPITAL MANAGEMENT LP | HOUSTON | 336371 | $3.08B | 43 | 2026-01-31 | → |
| 39 | FIRST ENDOWMENT DEVELOPMENT CORP | HOUSTON | 105335 | $2.80B | 16 | 2026-05-31 | → |
| 40 | CHILTON CAPITAL MANAGEMENT LLC | HOUSTON | 104592 | $2.67B | 32 | 2026-03-31 | → |
| 41 | TRANSPOSE PLATFORM MANAGEMENT, LLC | HOUSTON | 287674 | $2.65B | 23 | 2026-03-31 | → |
| 42 | SUNBELT SECURITIES, INC. | HOUSTON | 42180 | $2.64B | 68 | 2026-06-30 | → |
| 43 | NORTH HUDSON RESOURCE PARTNERS LP | HOUSTON | 297155 | $2.58B | 8 | 2026-03-31 | → |
| 44 | ICON WEALTH ADVISORS, LLC | HOUSTON | 319609 | $2.58B | 22 | 2026-04-30 | → |
| 45 | SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC | HOUSTON | 106933 | $2.41B | 26 | 2026-05-31 | → |
| 46 | SCF PARTNERS, INC. | HOUSTON | 107599 | $2.38B | 23 | 2026-06-30 | → |
| 47 | EOC PARTNERS ADVISORS L.P. | HOUSTON | 321653 | $2.37B | 7 | 2026-03-31 | → |
| 48 | KA CREDIT ADVISORS, LLC | HOUSTON | 306753 | $2.29B | 64 | 2026-03-31 | → |
| 49 | EIV CAPITAL, LLC | HOUSTON | 169111 | $2.23B | 44 | 2026-03-31 | → |
| 50 | CR GROUP L.P. | HOUSTON | 132967 | $2.21B | 21 | 2026-03-31 | → |
| 51 | ADELL HARRIMAN & CARPENTER INC | HOUSTON | 107488 | $2.09B | 13 | 2026-03-31 | → |
| 52 | SEGMENT WEALTH MANAGEMENT, LLC | HOUSTON | 164877 | $2.07B | 12 | 2026-05-31 | → |
| 53 | INSCRIPTION CAPITAL, LLC | HOUSTON | 291780 | $2.05B | 20 | 2026-03-31 | → |
| 54 | CORDA INVESTMENT MANAGEMENT, LLC | HOUSTON | 108046 | $2.00B | 32 | 2026-02-28 | → |
| 55 | FIC PARTNERS MANAGEMENT, LP | HOUSTON | 282788 | $1.97B | 8 | 2026-04-30 | → |
| 56 | VOSS CAPITAL, LP | HOUSTON | 158929 | $1.94B | 11 | 2026-03-31 | → |
| 57 | ELDA RIVER CAPITAL MANAGEMENT, LLC | HOUSTON | 326859 | $1.94B | 15 | 2026-03-31 | → |
| 58 | WILLIS JOHNSON & ASSOCIATES, INC. | HOUSTON | 119759 | $1.85B | 41 | 2026-04-30 | → |
| 59 | CLARITY FINANCIAL, LLC | HOUSTON | 150661 | $1.84B | 16 | 2026-05-31 | → |
| 60 | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | HOUSTON | 105643 | $1.81B | 21 | 2026-06-30 | → |
| 61 | INTRUA FINANCIAL LLC | HOUSTON | 281554 | $1.75B | 53 | 2026-05-31 | → |
| 62 | MSC ADVISER I, LLC | HOUSTON | 169939 | $1.73B | 116 | 2026-03-31 | → |
| 63 | TRACE CAPITAL MANAGEMENT LP | HOUSTON | 322094 | $1.68B | 16 | 2026-03-31 | → |
| 64 | PICKERING ENERGY PARTNERS LP | HOUSTON | 302116 | $1.66B | 51 | 2026-05-31 | → |
| 65 | TANGLEWOOD WEALTH MANAGEMENT, INC. | HOUSTON | 107639 | $1.59B | 14 | 2026-03-31 | → |
| 66 | CHAMBERS ENERGY MANAGEMENT, LP | HOUSTON | 155906 | $1.41B | 6 | 2026-03-31 | → |
| 67 | ALTERNA WEALTH MANAGEMENT, INC. | HOUSTON | 146153 | $1.40B | 55 | 2026-03-31 | → |
| 68 | RECURRENT INVESTMENT ADVISORS LLC | HOUSTON | 288694 | $1.38B | 6 | 2026-03-31 | → |
| 69 | MOUNTAIN CAPITAL MANAGEMENT, LLC | HOUSTON | 281465 | $1.37B | 8 | 2026-03-31 | → |
| 70 | SYMPHONY FINANCIAL, LTD. CO. | HOUSTON | 171816 | $1.35B | 26 | 2026-04-30 | → |
| 71 | AIP MANAGEMENT LP | HOUSTON | 322494 | $1.33B | 12 | 2026-03-31 | → |
| 72 | CALLAHAN ADVISORS, LLC | HOUSTON | 114058 | $1.33B | 11 | 2026-03-31 | → |
| 73 | AMBERJACK CAPITAL PARTNERS, L.P. | HOUSTON | 161464 | $1.25B | 12 | 2026-04-30 | → |
| 74 | CHILDRESS CAPITAL ADVISORS, LLC | HOUSTON | 310277 | $1.21B | 9 | 2026-04-30 | → |
| 75 | AUTUMN LANE ADVISORS, LLC | HOUSTON | 173624 | $1.20B | 7 | 2026-02-28 | → |
| 76 | CROSSMARK WEALTH MANAGEMENT, LLC | HOUSTON | 289004 | $1.19B | 6 | 2026-06-30 | → |
| 77 | THE CAPSTREET GROUP, LLC | HOUSTON | 159690 | $1.16B | 24 | 2026-04-30 | → |
| 78 | SAROFIM REALTY ADVISORS LLC | HOUSTON | 106931 | $1.16B | 7 | 2026-05-31 | → |
| 79 | ARKOS GLOBAL ADVISORS, LLC | HOUSTON | 287466 | $1.15B | 17 | 2026-05-31 | → |
| 80 | OAK HARVEST INVESTMENT SERVICES, LLC | HOUSTON | 173293 | $1.14B | 44 | 2026-04-30 | → |
| 81 | THE CLARUS GROUP, INC. | HOUSTON | 310163 | $1.10B | 14 | 2026-05-31 | → |
| 82 | SEQUENT ASSET MANAGEMENT, LLC | HOUSTON | 148194 | $1.06B | 3 | 2026-04-30 | → |
| 83 | BAYOU CITY ENERGY MANAGEMENT LLC | HOUSTON | 283269 | $1.05B | 9 | 2026-03-31 | → |
| 84 | ENERVEST INVESTMENT SERVICES, L.L.C. | HOUSTON | 297181 | $1.01B | 316 | 2026-05-31 | → |
| 85 | DAYBREAK FUND ADVISORS LLC | HOUSTON | 163267 | $1.01B | 29 | 2026-05-31 | → |
| 86 | WHITE DEER MANAGEMENT LLC | HOUSTON | 161361 | $960.8M | 9 | 2026-03-31 | → |
| 87 | MARGOLIS BRADY RAGHAVAN FINANCIAL, INC. | HOUSTON | 168333 | $956.4M | 10 | 2026-03-31 | → |
| 88 | ASCENSION CAPITAL ADVISORS, INC. | HOUSTON | 109518 | $938.5M | 10 | 2026-06-30 | → |
| 89 | ARA GC PARTNERS, LLC | HOUSTON | 334354 | $935.9M | 23 | 2026-04-30 | → |
| 90 | LAVACA CAPITAL, LLC | HOUSTON | 167238 | $927.1M | 4 | 2026-03-31 | → |
| 91 | GOODMAN FINANCIAL CORPORATION | HOUSTON | 114637 | $915.9M | 26 | 2026-04-30 | → |
| 92 | GEC ADVISORS LLC | HOUSTON | 161472 | $892.1M | 5 | 2026-04-30 | → |
| 93 | ROSCOMMON ANALYTICS LLC | HOUSTON | 332346 | $880.6M | 95 | 2026-03-31 | → |
| 94 | OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC | HOUSTON | 323024 | $831.4M | 35 | 2026-05-31 | → |
| 95 | PLATFORM PARTNERS LLC | HOUSTON | 286532 | $824.8M | 22 | 2026-06-30 | → |
| 96 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | HOUSTON | 114465 | $811.5M | 9 | 2026-03-31 | → |
| 97 | TANGLEWOOD LEGACY ADVISORS, LLC | HOUSTON | 127289 | $809.0M | 9 | 2026-03-31 | → |
| 98 | CLEAR TRAIL ADVISORS, LLC | HOUSTON | 337595 | $803.1M | 7 | 2026-02-28 | → |
| 99 | PIN OAK INVESTMENT ADVISORS INC | HOUSTON | 105550 | $784.8M | 12 | 2026-04-30 | → |
| 100 | HOURGLASS CAPITAL, LLC | HOUSTON | 147754 | $768.9M | 6 | 2026-04-30 | → |
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