Research Report · 2026-06-30
Institutional Registered Investment Advisers in the Southwest
SEC-registered investment advisers in the Southwest ranked by reported institutional client assets.
Firms
780
Total AUM
$4.04T
Median AUM
$459.9M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | ALM FIRST FINANCIAL ADVISORS LLC | DALLAS | 108561 | $76.17B | 23 | 2026-03-31 | → |
| 2 | NB ALTERNATIVES ADVISERS LLC | DALLAS | 149822 | $160.24B | 417 | 2026-03-31 | → |
| 3 | CUSOURCE, LLC | PLANO | 44970 | $52.37B | 7 | 2026-03-31 | → |
| 4 | FISHER ASSET MANAGEMENT, LLC | PLANO | 107342 | $386.67B | 4,369 | 2026-04-30 | → |
| 5 | DIMENSIONAL FUND ADVISORS LP | AUSTIN | 106482 | $1.02T | 1,168 | 2026-03-31 | → |
| 6 | AMERICAN BEACON ADVISORS, INC. | IRVING | 105552 | $59.93B | 121 | 2026-03-31 | → |
| 7 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC | DALLAS | 110760 | $37.70B | 31 | 2026-03-31 | → |
| 8 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | DALLAS | 105519 | $59.04B | 94 | 2026-03-31 | → |
| 9 | VICTORY CAPITAL MANAGEMENT INC. | SAN ANTONIO | 106189 | $282.71B | 699 | 2026-03-31 | → |
| 10 | THE PALISADES GROUP, LLC | AUSTIN | 165609 | $27.78B | 90 | 2026-05-31 | → |
| 11 | GARCIA HAMILTON & ASSOCIATES LP | HOUSTON | 108017 | $24.86B | 41 | 2026-03-31 | → |
| 12 | LEAFHOUSE FINANCIAL ADVISORS, LLC | AUSTIN | 149694 | $24.09B | 30 | 2026-06-30 | → |
| 13 | SAGE ADVISORY SERVICES LTD CO | AUSTIN | 106236 | $28.43B | 58 | 2026-03-31 | → |
| 14 | FAYEZ SAROFIM & CO., LLC | HOUSTON | 106584 | $35.07B | 54 | 2026-05-31 | → |
| 15 | GI MANAGER L.P. | SCOTTSDALE | 161573 | $35.74B | 160 | 2026-03-31 | → |
| 16 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | FORT WORTH | 110093 | $31.50B | 110 | 2026-06-30 | → |
| 17 | DAVIS SELECTED ADVISERS LP | TUCSON | 108674 | $30.12B | 121 | 2026-03-31 | → |
| 18 | SIXTH STREET ADVISERS, LLC | DALLAS | 159014 | $101.61B | 703 | 2026-05-31 | → |
| 19 | CRESTLINE MANAGEMENT, L.P. | FORT WORTH | 122711 | $22.51B | 195 | 2026-03-31 | → |
| 20 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | TULSA | 110774 | $15.23B | 47 | 2026-03-31 | → |
| 21 | KESTRA ADVISORY SERVICES, LLC | AUSTIN | 283330 | $79.80B | 1,359 | 2026-06-30 | → |
| 22 | OSAIC WEALTH, INC. | SCOTTSDALE | 23131 | $234.86B | 8,979 | 2026-06-30 | → |
| 23 | FISHER RETIREMENT SOLUTIONS LLC | CARROLLTON | 331205 | $6.85B | 159 | 2026-06-30 | → |
| 24 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | HOUSTON | 106975 | $12.24B | 53 | 2026-03-31 | → |
| 25 | ADVISOR LOGISTICS, LLC | BOERNE | 292784 | $6.29B | 6 | 2026-03-31 | → |
| 26 | CE INVESTMENT MANAGEMENT, LLC | OKLAHOMA CITY | 299786 | $5.91B | 17 | 2026-03-31 | → |
| 27 | SENTRY MANAGEMENT INC | WICHITA FALLS | 107379 | $5.44B | 5 | 2026-03-31 | → |
| 28 | WESTWOOD MANAGEMENT CORP | DALLAS | 110269 | $12.46B | 95 | 2026-03-31 | → |
| 29 | HUB INVESTMENT PARTNERS, LLC | AUSTIN | 307956 | $11.88B | 172 | 2026-06-30 | → |
| 30 | KESTRA INVESTMENT MANAGEMENT, LLC. | AUSTIN | 317711 | $4.31B | 17 | 2026-06-30 | → |
| 31 | PARKWAY ADVISORS, L.P. | ABILENE | 112629 | $4.13B | 16 | 2026-03-31 | → |
| 32 | AQS ASSET MANAGEMENT, L.L.C. | AUSTIN | 131544 | $4.07B | 4 | 2026-03-31 | → |
| 33 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | IRVING | 134600 | $24.65B | 289 | 2026-06-30 | → |
| 34 | GUIDESTONE INVESTMENT SERVICES | DALLAS | 338335 | $3.91B | 28 | 2026-03-31 | → |
| 35 | S.B. VALUE PARTNERS, L.P. | SAN ANTONIO | 139162 | $3.89B | 13 | 2026-03-31 | → |
| 36 | AFFINIUS CAPITAL ADVISORS LLC | SAN ANTONIO | 316030 | $31.11B | 298 | 2026-03-31 | → |
| 37 | SAROFIM TRUST CO., LTA | HOUSTON | 106590 | $12.96B | 26 | 2026-05-31 | → |
| 38 | AVANTAX ADVISORY SERVICES, INC. | DALLAS | 104556 | $46.11B | 2,278 | 2025-03-31 | → |
| 39 | CROSSMARK GLOBAL INVESTMENTS, INC. | HOUSTON | 113360 | $8.98B | 54 | 2026-06-30 | → |
| 40 | PARADIGM GLOBAL INVESTORS, LLC | DALLAS | 338287 | $3.03B | 4 | 2026-03-31 | → |
| 41 | TRB WEALTH MANAGEMENT, LLC | HOUSTON | 309370 | $3.74B | 15 | 2026-03-31 | → |
| 42 | THREE BELL CAPITAL LLC | DALLAS | 159736 | $5.05B | 22 | 2026-06-30 | → |
| 43 | SENDERO WEALTH MANAGEMENT, LLC | SAN ANTONIO | 145594 | $6.51B | 41 | 2026-03-31 | → |
| 44 | PROPHET CAPITAL ASSET MANAGEMENT LP | AUSTIN | 150683 | $4.20B | 16 | 2026-04-30 | → |
| 45 | AMERICANA PARTNERS, LLC | HOUSTON | 301354 | $9.10B | 86 | 2026-04-30 | → |
| 46 | HBK INVESTMENTS L.P. | DALLAS | 115079 | $35.61B | 198 | 2026-06-30 | → |
| 47 | LEVEL FOUR ADVISORY SERVICES, LLC | DALLAS | 134086 | $6.54B | 136 | 2026-03-31 | → |
| 48 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | DALLAS | 298422 | $4.19B | 64 | 2026-06-30 | → |
| 49 | HOISINGTON INVESTMENT MANAGEMENT CO | AUSTIN | 107710 | $1.79B | 9 | 2026-03-31 | → |
| 50 | FROST INVESTMENT SERVICES, LLC | SAN ANTONIO | 286129 | $3.67B | 177 | 2026-03-31 | → |
| 51 | SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC | HOUSTON | 106933 | $2.41B | 26 | 2026-05-31 | → |
| 52 | FINSER INVESTMENT ADVISOR | SAN ANTONIO | 142570 | $1.42B | 1 | 2025-08-31 | → |
| 53 | PROSPERA FINANCIAL SERVICES, INC. | DALLAS | 10740 | $12.44B | 333 | 2025-09-30 | → |
| 54 | ALPHAENGINE GLOBAL INVESTMENT SOLUTIONS LLC | PLANO | 143002 | $1.37B | 4 | 2025-02-28 | → |
| 55 | RANGER INVESTMENT MANAGEMENT,L.P. | DALLAS | 124414 | $1.48B | 15 | 2026-03-31 | → |
| 56 | 1900 WEALTH MANAGEMENT LLC | SAN ANTONIO | 175346 | $3.07B | 22 | 2026-03-31 | → |
| 57 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | HOUSTON | 104536 | $34.11B | 310 | 2026-05-31 | → |
| 58 | KINGS PATH PARTNERS LLC | SUGAR LAND | 269876 | $1.53B | 8 | 2026-02-28 | → |
| 59 | ROOSEVELT CAPITAL MANAGEMENT LLC | DALLAS | 283217 | $1.37B | 2 | 2026-03-31 | → |
| 60 | APEXIUM FINANCIAL LP | DALLAS | 283726 | $4.02B | 15 | 2025-10-31 | → |
| 61 | 8 KNOTS MANAGEMENT, LLC | DALLAS | 305473 | $2.03B | 3 | 2026-03-31 | → |
| 62 | SWIFT CREEK REAL ESTATE PARTNERS LLC | DALLAS | 329614 | $1.74B | 13 | 2026-06-30 | → |
| 63 | REDWOOD INVESTMENT MANAGEMENT, LLC. | SCOTTSDALE | 153139 | $2.47B | 39 | 2026-03-31 | → |
| 64 | WARWICK INVESTMENT MANAGEMENT, INC. | BRYAN | 105951 | $2.48B | 9 | 2026-06-30 | → |
| 65 | BALEFIRE, LLC | DALLAS | 168733 | $1.99B | 38 | 2026-03-31 | → |
| 66 | WINCORAM ASSET MANAGEMENT LLC | HOUSTON | 312425 | $8.19B | 28 | 2026-03-31 | → |
| 67 | EXENCIAL WEALTH ADVISORS, LLC | OKLAHOMA CITY | 130475 | $5.98B | 116 | 2026-03-31 | → |
| 68 | CROSSMARK WEALTH MANAGEMENT, LLC | HOUSTON | 289004 | $1.19B | 6 | 2026-06-30 | → |
| 69 | SOUNDWATCH CAPITAL, LLC | DALLAS | 173151 | $1.02B | 5 | 2026-05-31 | → |
| 70 | FWL INVESTMENT MANAGEMENT, LLC | DALLAS | 174119 | $1.24B | 7 | 2026-03-31 | → |
| 71 | COMMERCE STREET INVESTMENT ADVISOR, LLC | DALLAS | 144278 | $891.3M | 14 | 2026-03-31 | → |
| 72 | ISC ADVISORS, INC. | DALLAS | 166586 | $1.62B | 30 | 2026-03-31 | → |
| 73 | INVESTMENT METRICS, LLC | TUCSON | 158872 | $1.22B | 10 | 2026-03-31 | → |
| 74 | SALI FUND MANAGEMENT, LLC | AUSTIN | 124235 | $41.72B | 79 | 2026-05-31 | → |
| 75 | PAN CAPITAL MANAGEMENT LP | HOUSTON | 336371 | $3.08B | 43 | 2026-01-31 | → |
| 76 | NEXANNUITY ASSET MANAGEMENT, L.P. | DALLAS | 309748 | $823.4M | 4 | 2026-05-31 | → |
| 77 | ASSET GROWTH SOLUTIONS, LLC | SCOTTSDALE | 342319 | $702.7M | 5 | 2026-06-30 | → |
| 78 | OPTIMUM QUANTVEST CORPORATION | DALLAS | 301469 | $695.1M | 4 | 2026-03-31 | → |
| 79 | CAPITAL ADVISORS, INC. | TULSA | 104643 | $7.43B | 69 | 2026-03-31 | → |
| 80 | ROBERT HARRELL INCORPORATED | AUSTIN | 106191 | $885.3M | 5 | 2026-03-31 | → |
| 81 | TYTHON CAPITAL, LLC | PLANO | 285212 | $678.3M | 1 | 2026-04-30 | → |
| 82 | CLAREMONT CAPITAL MANAGEMENT, LLC | PHOENIX | 155189 | $843.9M | 3 | 2026-03-31 | → |
| 83 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | DALLAS | 111838 | $9.26B | 93 | 2026-03-31 | → |
| 84 | AB PRIVATE CREDIT INVESTORS LLC | AUSTIN | 173027 | $11.36B | 1 | 2026-05-31 | → |
| 85 | PERMIAN INVESTMENT PARTNERS, LP | DALLAS | 156893 | $2.43B | 12 | 2026-03-31 | → |
| 86 | CHILTON CAPITAL MANAGEMENT LLC | HOUSTON | 104592 | $2.67B | 32 | 2026-03-31 | → |
| 87 | BALBEC CAPITAL MANAGEMENT LP | SCOTTSDALE | 284363 | $7.99B | 150 | 2026-04-30 | → |
| 88 | DECISIONPOINT FINANCIAL, LLC | MESA | 296988 | $1.22B | 18 | 2026-03-31 | → |
| 89 | MULHOLLAND WEALTH ADVISORS, LLC | SCOTTSDALE | 282408 | $611.7M | 39 | 2026-04-30 | → |
| 90 | SMITH GROUP ASSET MANAGEMENT, LLC | DALLAS | 313265 | $2.21B | 14 | 2026-03-31 | → |
| 91 | SATHER FINANCIAL GROUP, INC. | VICTORIA | 109344 | $2.27B | 9 | 2026-01-31 | → |
| 92 | OREI ADVISORS LP | AUSTIN | 284241 | $2.18B | 41 | 2026-03-31 | → |
| 93 | U.S. CAPITAL WEALTH ADVISORS, LLC | HOUSTON | 288199 | $8.76B | 141 | 2026-03-31 | → |
| 94 | ALAMO ADVISORS, LP | SAN ANTONIO | 122290 | $3.87B | 15 | 2026-03-31 | → |
| 95 | FIRST ENDOWMENT DEVELOPMENT CORP | HOUSTON | 105335 | $2.80B | 16 | 2026-05-31 | → |
| 96 | SAROFIM REALTY ADVISORS LLC | HOUSTON | 106931 | $1.16B | 7 | 2026-05-31 | → |
| 97 | QUATTRO FINANCIAL ADVISORS LLC | THE WOODLANDS | 284852 | $1.66B | 3 | 2026-03-31 | → |
| 98 | LP INVESTMENT MANAGEMENT, LLC | DALLAS | 306615 | $696.1M | 2 | 2026-04-30 | → |
| 99 | OAKSTREET WEALTH MANAGEMENT, INC. | MAGNOLIA | 288723 | $482.0M | 2 | 2026-03-31 | → |
| 100 | OXBOW ADVISORS, LLC | AUSTIN | 156393 | $2.46B | 13 | 2026-06-30 | → |
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