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 | |
|---|---|---|---|---|---|---|---|
| 701 | FOOTHILLS ADVISORS, LLC | CAVE CREEK | 298408 | $128.5M | 3 | 2026-02-28 | → |
| 702 | CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC | DALLAS | 162673 | $139.3M | 2 | 2026-05-31 | → |
| 703 | BIRD ROCK ASSET MANAGEMENT, LP. | AUSTIN | 138872 | $146.3M | 6 | 2026-03-31 | → |
| 704 | DALE BUCKNER, INC. | AMARILLO | 116342 | $167.5M | 3 | 2025-04-30 | → |
| 705 | STRATEGY, INC. | LUBBOCK | 290104 | $142.4M | 5 | 2026-02-28 | → |
| 706 | BLUM FINANCIAL, LP | RICHARDSON | 149134 | $208.6M | 6 | 2026-03-31 | → |
| 707 | CHARIS LEGACY PARTNERS, LLC | BRYAN | 311968 | $132.7M | 1 | 2026-05-31 | → |
| 708 | PRESTON ADVISORY SERVICES LLC | KINGMAN | 289926 | $197.7M | 5 | 2026-05-31 | → |
| 709 | HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC | SCOTTSDALE | 169045 | $277.4M | 25 | 2025-05-31 | → |
| 710 | ASSET MANAGEMENT ADVISORS, LLC | OKLAHOMA CITY | 111309 | $221.3M | 2 | 2026-02-28 | → |
| 711 | FORTITER WEALTH MANAGEMENT, LLC | HOUSTON | 169577 | $379.9M | 4 | 2026-04-30 | → |
| 712 | PRAESTANTIA CAPITAL, LLC | SAN ANTONIO | 334865 | $1.8M | 1 | 2025-12-31 | → |
| 713 | K-WM LLC | LUFKIN | 174569 | $24.0M | 6 | 2025-07-31 | → |
| 714 | IMMACULATE WEALTH MANAGEMENT, LLC | MESA | 167657 | $140.8M | 2 | 2026-03-31 | → |
| 715 | COREPATH WEALTH PARTNERS LLC | SCOTTSDALE | 299951 | $261.2M | 8 | 2026-02-28 | → |
| 716 | PROFOCUS, INCORPORATED | PHOENIX | 113954 | $156.5M | 7 | 2026-03-31 | → |
| 717 | FAMILY DYNASTY ADVISORS LLC | LUBBOCK | 297082 | $52.3M | 3 | 2026-02-28 | → |
| 718 | SOLUTIONS 4 WEALTH, LTD | SOUTHLAKE | 143248 | $189.4M | 5 | 2026-03-31 | → |
| 719 | INTRINSIC WEALTH COUNSEL, INC. | TEMPE | 105022 | $344.7M | 7 | 2026-04-30 | → |
| 720 | COLLECTIVE WEALTH ADVISORS LLC | COPPELL | 289157 | $157.0M | 7 | 2026-03-31 | → |
| 721 | STRATEGIC WEALTH MANAGEMENT, LLC | BEDFORD | 171908 | $157.8M | 4 | 2026-03-31 | → |
| 722 | QUOTIENT WEALTH PARTNERS, LLC | DALLAS | 326819 | $4.61B | 60 | 2026-04-30 | → |
| 723 | WATERWAY WEALTH MANAGEMENT, L.L.C. | THE WOODLANDS | 164975 | $675.8M | 11 | 2026-04-30 | → |
| 724 | AVID WEALTH PARTNERS, LLC | SAN ANTONIO | 323124 | $298.5M | 8 | 2026-05-31 | → |
| 725 | 818 WEALTH, LLC | FORT WORTH | 335975 | $117.1M | 6 | 2026-03-31 | → |
| 726 | SHELTON WEALTH MANAGEMENT, LLC | FORT WORTH | 312686 | $364.5M | 4 | 2026-03-31 | → |
| 727 | VALUED RETIREMENTS, INC. | HOUSTON | 114236 | $190.1M | 4 | 2026-04-30 | → |
| 728 | CLEAR TRAIL ADVISORS, LLC | HOUSTON | 337595 | $803.1M | 7 | 2026-02-28 | → |
| 729 | CRESTMONT PRIVATE WEALTH LLC | BOERNE | 304170 | $363.0M | 5 | 2026-03-31 | → |
| 730 | HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. | SANTA FE | 164970 | $151.2M | 7 | 2026-01-31 | → |
| 731 | GREENBERG FINANCIAL GROUP | TUCSON | 38747 | $406.9M | 10 | 2026-03-31 | → |
| 732 | ROTH FINANCIAL PARTNERS LLC | KINGWOOD | 309814 | $460.1M | 4 | 2026-02-28 | → |
| 733 | FORM PROSPERITY WEALTH ADVISORS, LLC | CHANDLER | 307792 | $112.9M | 1 | 2026-04-30 | → |
| 734 | KINGWOOD INVESTMENT GROUP, LLC | KINGWOOD | 330330 | $126.5M | 7 | 2026-03-31 | → |
| 735 | 9823 CAPITAL, LP | DALLAS | 324329 | $677.1M | 6 | 2026-03-31 | → |
| 736 | LUMINESCENT WEALTH MANAGEMENT, INC. | SCOTTSDALE | 337660 | $127.4M | 2 | 2026-03-31 | → |
| 737 | R.J. CLOUD ADVISORS & COMPANY | BIXBY | 289371 | $171.3M | 3 | 2026-01-31 | → |
| 738 | LAKE HILLS WEALTH MANAGEMENT, LLC | AUSTIN | 286175 | $206.9M | 4 | 2026-02-28 | → |
| 739 | NATIVE AMERICAN FUND ADVISORS LLC | TULSA | 108149 | $38.9M | 6 | 2026-04-30 | → |
| 740 | TOTAL INVESTMENT MANAGEMENT, INC. | SCOTTSDALE | 108818 | $1.35B | 12 | 2026-03-31 | → |
| 741 | SHADOWRIDGE ASSET MANAGEMENT, LLC | AUSTIN | 162066 | $126.7M | 9 | 2026-03-31 | → |
| 742 | BABB WEALTH ADVISORS LLC | FLAGSTAFF | 298347 | $209.4M | 8 | 2026-03-31 | → |
| 743 | ARBOR WEALTH MANAGEMENT, LLC | TEMPE | 168774 | $138.1M | 2 | 2026-03-31 | → |
| 744 | CLARUS WEALTH ADVISORS, LLC | PEORIA | 281160 | $305.2M | 13 | 2026-04-30 | → |
| 745 | BROOKWOOD INVESTMENT GROUP LLC | PHOENIX | 316544 | $1.25B | 24 | 2026-03-31 | → |
| 746 | PROTA FINANCIAL, LLC | HOUSTON | 283776 | $270.4M | 13 | 2026-02-28 | → |
| 747 | TROVE INVESTMENT ADVISORS LLC | DALLAS | 306904 | $387,586 | 1 | 2026-06-30 | → |
| 748 | WHITE WING WEALTH MANAGEMENT, LLC | THE WOODLANDS | 226524 | $182.8M | 5 | 2026-04-30 | → |
| 749 | GADDIS PREMIER WEALTH ADVISORS LLC | DURANT | 317837 | $368.5M | 16 | 2026-04-30 | → |
| 750 | ENDURANCE FINANCIAL PLANNING, LLC | MCALLEN | 305583 | $101.8M | 4 | 2026-06-30 | → |
| 751 | J.K. FINANCIAL, INC. | DALLAS | 114929 | $195.8M | 3 | 2026-02-28 | → |
| 752 | ALIGN FINANCIAL ADVISORS, LLC | MCKINNEY | 333905 | $61.1M | 3 | 2025-07-31 | → |
| 753 | HACKETT FINANCIAL GROUP, LLC | WIMBERLEY | 141656 | $159.1M | 7 | 2026-02-28 | → |
| 754 | ALMEGA WEALTH MANAGEMENT LLC | SCOTTSDALE | 316840 | $134.3M | 7 | 2026-06-30 | → |
| 755 | CARLIN WEALTH MANAGEMENT GROUP, LLC | AUSTIN | 325306 | $240.9M | 4 | 2026-03-31 | → |
| 756 | NEXPOINT INSURANCE SOLUTIONS, L.P. | DALLAS | 301997 | $95.7M | 4 | 2026-06-30 | → |
| 757 | CROW FINANCIAL ADVISORS LTD. CO | ALBUQUERQUE | 114077 | $143.7M | 3 | 2025-03-31 | → |
| 758 | MELIA GROUP LLC | TULSA | 145402 | $560.1M | 7 | 2026-06-30 | → |
| 759 | PRIEN ASSET MANAGEMENT, LLC | ALBUQUERQUE | 296462 | $153.7M | 5 | 2026-03-31 | → |
| 760 | FOREFRONT WEALTH PARTNERS, LLC | AUSTIN | 308521 | $239.8M | 15 | 2026-05-31 | → |
| 761 | STRATEGIC ADVISORY SERVICES, L.L.C. | HOUSTON | 108706 | $184.9M | 5 | 2026-03-31 | → |
| 762 | RIVERCHASE WEALTH MANAGEMENT, LLC | FLOWER MOUND | 156950 | $251.5M | 5 | 2026-04-30 | → |
| 763 | TERRAFORM WEALTH, LLC | HOUSTON | 325530 | $207.5M | 2 | 2026-03-31 | → |
| 764 | CLEAR SKY FINANCIAL, LP | PROSPER | 298551 | $140.6M | 3 | 2026-03-31 | → |
| 765 | PRECEDENT WEALTH PARTNERS, LLC | HOUSTON | 325203 | $685.0M | 12 | 2026-03-31 | → |
| 766 | SUCCESSION FINANCIAL, INC. | MCKINNEY | 336434 | $210.3M | 6 | 2026-04-30 | → |
| 767 | INTEGRATED WEALTH STRATEGIES, LLC | AUSTIN | 155254 | $151.7M | 7 | 2026-03-31 | → |
| 768 | GARDNER ASSET MANAGEMENT LLC | DALLAS | 114263 | $125.3M | 1 | 2026-05-31 | → |
| 769 | WORTH ASSET MANAGEMENT, LLC | DALLAS | 166970 | $288.2M | 12 | 2026-04-30 | → |
| 770 | REVERE ASSET MANAGEMENT, INC. | ALLEN | 152881 | $407.9M | 7 | 2026-02-28 | → |
| 771 | POSITION WEALTH LLC | THE WOODLANDS | 325116 | $242.1M | 3 | 2026-01-31 | → |
| 772 | RIDGELINE WEALTH LLC | MESA | 318258 | $172.8M | 6 | 2026-03-31 | → |
| 773 | POINT BRIDGE CAPITAL, LLC | FORT WORTH | 168071 | $419.7M | 2 | 2026-03-31 | → |
| 774 | AVONDALE WEALTH MANAGEMENT LLC | WEST LAKE HILLS | 152590 | $326.7M | 7 | 2026-04-30 | → |
| 775 | FORTRESS FINANCIAL SOLUTIONS, LLC | TUCSON | 143969 | $142.0M | 10 | 2026-04-30 | → |
| 776 | OPTIMA ASSET MANAGEMENT INC | DALLAS | 106095 | $657.4M | 2 | 2026-02-28 | → |
| 777 | PIVOT POINT ADVISORS, LLC | BELLAIRE | 130562 | $141.7M | 3 | 2026-02-28 | → |
| 778 | LIVE OAK INVESTMENT PARTNERS, LLC | AUSTIN | 304406 | $266.4M | 4 | 2026-06-30 | → |
| 779 | FORTHRIGHT FAMILY WEALTH ADVISORY LLC | HOUSTON | 304547 | $191.2M | 2 | 2026-03-31 | → |
| 780 | WAVE WEALTH MANAGEMENT, LLC | FRISCO | 285079 | $134.2M | 2 | 2026-02-28 | → |
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