Research Report · 2026-06-30
Largest Registered Investment Advisers in the Southwest
SEC-registered investment advisers based in the Southwest ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
1,420
Total AUM
$5.34T
Median AUM
$408.9M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1101 | MYTIMEEQUITY, LLC | PLANO | 316917 | $184.0M | 7 | 2026-06-30 | → |
| 1102 | BRAZOS WEALTH ADVISORS LLC | FORT WORTH | 323508 | $183.7M | 3 | 2026-03-31 | → |
| 1103 | WHITE WING WEALTH MANAGEMENT, LLC | THE WOODLANDS | 226524 | $182.8M | 5 | 2026-04-30 | → |
| 1104 | SUMMIT WEALTH GROUP, LLC | TULSA | 166118 | $182.5M | 8 | 2026-03-31 | → |
| 1105 | KINGSTONE CAPITAL PARTNERS TEXAS, LLC | FRISCO | 281593 | $182.3M | 8 | 2026-04-30 | → |
| 1106 | SMITH ASSET MANAGEMENT GROUP LP | DALLAS | 106301 | $182.2M | 13 | 2026-03-31 | → |
| 1107 | MARTIN CAPITAL ADVISORS, LLP | SAN ANTONIO | 108529 | $181.9M | 9 | 2026-02-28 | → |
| 1108 | FINANCIAL PARTNERS, LLC | SANTA FE | 170002 | $181.7M | 4 | 2026-03-31 | → |
| 1109 | NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. | ALLEN | 152136 | $181.5M | 3 | 2026-03-31 | → |
| 1110 | SPAHN WEALTH & RETIREMENT LLC | SCOTTSDALE | 285932 | $181.4M | 2 | 2026-03-31 | → |
| 1111 | COLE WEALTH MANAGEMENT, LLC | SCOTTSDALE | 134509 | $181.1M | 4 | 2026-05-31 | → |
| 1112 | C2C WEALTH MANAGEMENT, LLC | SCOTTSDALE | 284148 | $179.8M | 2 | 2026-03-31 | → |
| 1113 | MAROON PASS ADVISORS LP | AUSTIN | 323742 | $178.6M | 2 | 2026-01-31 | → |
| 1114 | TDC CAPITAL ADVISORS, INC. | COLLEGE STATION | 117769 | $177.6M | 4 | 2026-06-30 | → |
| 1115 | FARRIS CAPITAL MANAGEMENT INC. | CARROLLTON | 169051 | $177.5M | 3 | 2026-02-28 | → |
| 1116 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | LEWISVILLE | 284677 | $176.6M | 6 | 2026-06-30 | → |
| 1117 | QUANTOR CAPITAL LLC | HOUSTON | 332629 | $176.4M | 4 | 2026-04-30 | → |
| 1118 | COMPREHENSIVE FINANCIAL PLANNING INC | OKLAHOMA CITY | 109822 | $176.0M | 2 | 2026-03-31 | → |
| 1119 | HILL COUNTRY RETIREMENT SOLUTIONS LLC | BOERNE | 307376 | $175.5M | 6 | 2026-02-28 | → |
| 1120 | WPA FAMILY OFFICE, LLC | DALLAS | 315566 | $175.2M | 5 | 2026-02-28 | → |
| 1121 | TNT ASSET MANAGEMENT, LLC | ROUND ROCK | 153309 | $174.9M | 6 | 2026-03-31 | → |
| 1122 | NEWPORT GLOBAL ADVISORS L.P. | THE WOODLANDS | 139368 | $174.8M | 5 | 2026-05-31 | → |
| 1123 | MELIORA CAPITAL, LLC | TULSA | 172367 | $174.8M | 3 | 2026-03-31 | → |
| 1124 | SAGEOAK FINANCIAL, LLC | TULSA | 166927 | $174.8M | 3 | 2026-03-31 | → |
| 1125 | TECA PARTNERS, LP | AUSTIN | 298106 | $174.8M | 4 | 2026-03-31 | → |
| 1126 | WARRINGTON ASSET MANAGEMENT LLC | DALLAS | 290065 | $174.5M | 4 | 2025-02-28 | → |
| 1127 | VIAQUEST ADVISORS LLC | HOUSTON | 333842 | $174.4M | 5 | 2026-03-31 | → |
| 1128 | MAQRO ADVISORS LLC | AUSTIN | 289245 | $174.4M | 4 | 2026-03-31 | → |
| 1129 | QMP MANAGEMENT, LLC | DALLAS | 285478 | $174.3M | 4 | 2026-04-30 | → |
| 1130 | ATX FINANCIAL PLANNING, LLC | AUSTIN | 311589 | $174.3M | 4 | 2026-03-31 | → |
| 1131 | PROVIDENT FINANCIAL PLANNING, LLC | ADDISON | 291830 | $174.2M | 2 | 2026-03-31 | → |
| 1132 | HANSEATIC MANAGEMENT SERVICES INC | ALBUQUERQUE | 107110 | $174.0M | 4 | 2026-03-31 | → |
| 1133 | JAYKAY WEALTH ADVISORS, INC. | HOUSTON | 170192 | $173.8M | 6 | 2026-04-30 | → |
| 1134 | SERVO WEALTH MANAGEMENT LLC | OKLAHOMA CITY | 159367 | $173.8M | 1 | 2026-03-31 | → |
| 1135 | BLAKELY WALTERS WEALTH MANAGEMENT LLC | SCOTTSDALE | 324410 | $173.7M | 7 | 2026-04-30 | → |
| 1136 | PRAVATI CAPITAL LLC | SCOTTSDALE | 300435 | $173.7M | 11 | 2026-04-30 | → |
| 1137 | TEAKWOOD MANAGEMENT, LLC | DALLAS | 161876 | $173.0M | 8 | 2024-12-31 | → |
| 1138 | RIDGELINE WEALTH LLC | MESA | 318258 | $172.8M | 6 | 2026-03-31 | → |
| 1139 | CORNERMEN FINANCIAL, LLC | SAN ANTONIO | 323179 | $172.7M | 4 | 2026-03-31 | → |
| 1140 | WEALTH MANAGEMENT SOLUTIONS, LLC | SCOTTSDALE | 127517 | $172.6M | 4 | 2026-05-31 | → |
| 1141 | VANNOY ADVISORY GROUP, INC. | AUSTIN | 145806 | $172.4M | 2 | 2026-05-31 | → |
| 1142 | ARGENT WEALTH MANAGEMENT, INC. | ROUND ROCK | 135376 | $172.4M | 1 | 2026-03-31 | → |
| 1143 | ASCENT CAPITAL PARTNERS, LLC | SCOTTSDALE | 291218 | $172.0M | 10 | 2026-04-30 | → |
| 1144 | SCOTTSDALE WEALTH PLANNING, INC. | SCOTTSDALE | 169248 | $171.5M | 2 | 2026-03-31 | → |
| 1145 | MANDALAY FINANCIAL, L.L.C. | BELLAIRE | 113848 | $171.5M | 3 | 2026-03-31 | → |
| 1146 | PROPHET EQUITY MANAGEMENT II LLC | SOUTHLAKE | 170614 | $171.4M | 8 | 2026-03-31 | → |
| 1147 | R.J. CLOUD ADVISORS & COMPANY | BIXBY | 289371 | $171.3M | 3 | 2026-01-31 | → |
| 1148 | CAIN CAPITAL L.L.C. | DALLAS | 113592 | $171.2M | 4 | 2026-02-28 | → |
| 1149 | WEALTH ENGINEERING, LLC | SCOTTSDALE | 128549 | $171.0M | 1 | 2026-02-28 | → |
| 1150 | RWR INVESTMENTS LLC | DALLAS | 157966 | $170.9M | 4 | 2026-05-31 | → |
| 1151 | JOSEPH ADVISORY SERVICES, LLC | EL PASO | 324475 | $170.9M | 1 | 2026-03-31 | → |
| 1152 | G. DEWAYNE MCANALLY, LLC | OKLAHOMA CITY | 118511 | $170.1M | 6 | 2026-03-31 | → |
| 1153 | FOCUS 401 (K) GROUP, LLC | ADDISON | 172217 | $169.9M | 2 | 2026-01-31 | → |
| 1154 | DDELTA REAL ESTATE INVESTMENTS INC. | AUSTIN | 326662 | $169.6M | 9 | 2026-03-31 | → |
| 1155 | LILLIANO CAPITAL MANAGEMENT LLC | PHOENIX | 339106 | $167.9M | 2 | 2026-06-30 | → |
| 1156 | ECP INVESTMENT ADVISORS LLC | DALLAS | 284686 | $167.7M | 11 | 2026-03-31 | → |
| 1157 | DALE BUCKNER, INC. | AMARILLO | 116342 | $167.5M | 3 | 2025-04-30 | → |
| 1158 | SOUTH TEXAS CAPITAL ADVISORS, LLC | NEW BRAUNFELS | 283773 | $167.2M | 2 | 2026-06-30 | → |
| 1159 | SCHLINDWEIN ASSOCIATES LLC | DALLAS | 109132 | $167.1M | 3 | 2026-06-30 | → |
| 1160 | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC | BETHANY | 217514 | $167.1M | 2 | 2026-06-30 | → |
| 1161 | GREENBELT INVESTMENT ADVISORS, LLC | ROUND ROCK | 155704 | $167.0M | 5 | 2026-02-28 | → |
| 1162 | SKYBOUND WEALTH MANAGEMENT USA, LLC | HOUSTON | 313358 | $166.5M | 6 | 2026-03-31 | → |
| 1163 | VESTPOINTE WEALTH MANAGEMENT, LLC | SCOTTSDALE | 132591 | $165.8M | 3 | 2026-03-31 | → |
| 1164 | REDSWAN PC, INC | HOUSTON | 307278 | $165.3M | 8 | 2026-03-31 | → |
| 1165 | WILKINSON WEALTH MANAGEMENT, LLC | TUCSON | 317741 | $164.7M | 2 | 2026-03-31 | → |
| 1166 | WOMACK FINANCIAL LLC | DALLAS | 174873 | $164.7M | 3 | 2026-05-31 | → |
| 1167 | BLACK BARN FINANCIAL, LLC | AUSTIN | 170885 | $164.6M | 6 | 2026-04-30 | → |
| 1168 | PEREA CAPITAL, LLC | HOUSTON | 171657 | $164.2M | 1 | 2026-06-30 | → |
| 1169 | THIRTEEN TWENTY-TWO ADVISORS, LLC | FORT WORTH | 339326 | $163.5M | 6 | 2026-05-31 | → |
| 1170 | ARCHAMBO FINANCIAL ADVISORS, INC. | BARTLESVILLE | 129927 | $163.1M | 5 | 2026-03-31 | → |
| 1171 | F.I.G. FINANCIAL ADVISORY SERVICES, INC. | OKLAHOMA CITY | 105506 | $162.4M | 3 | 2026-04-30 | → |
| 1172 | MAPLE PARK CAPITAL PARTNERS MANAGEMENT, LP | DALLAS | 335335 | $162.2M | 8 | 2026-05-31 | → |
| 1173 | IRONOAK WEALTH LLC | CEDAR PARK | 306403 | $162.0M | 6 | 2026-06-30 | → |
| 1174 | FARNAM FINANCIAL, LLC | PHOENIX | 306180 | $161.4M | 3 | 2026-04-30 | → |
| 1175 | ENCORE GLOBAL MANAGEMENT LP | HOUSTON | 336829 | $160.2M | 2 | 2026-03-31 | → |
| 1176 | SPECTRUM ADVISORS, INC. | PLANO | 114805 | $160.0M | 9 | 2026-03-31 | → |
| 1177 | MURRAY INVESTMENT MANAGEMENT, LLC | HOUSTON | 146921 | $159.1M | 2 | 2026-03-31 | → |
| 1178 | HACKETT FINANCIAL GROUP, LLC | WIMBERLEY | 141656 | $159.1M | 7 | 2026-02-28 | → |
| 1179 | GRAYSTREET CAPITAL MANAGEMENT, LLC | SAN ANTONIO | 334967 | $159.0M | 7 | 2026-03-31 | → |
| 1180 | VERUS CAPITAL VENTURES, INC. | SUGAR LAND | 315153 | $158.7M | 8 | 2026-03-31 | → |
| 1181 | SCHERER FINANCIAL ADVISORY SERVICES, LLC | DALLAS | 317435 | $158.3M | 5 | 2026-05-31 | → |
| 1182 | STRATEGIC WEALTH MANAGEMENT, LLC | BEDFORD | 171908 | $157.8M | 4 | 2026-03-31 | → |
| 1183 | TRINITY CAPITAL ADVISER LLC | PHOENIX | 326133 | $157.6M | 106 | 2026-03-31 | → |
| 1184 | BISON INVESTMENT ADVISORS, LLC | THE WOODLANDS | 149775 | $157.5M | 4 | 2026-03-31 | → |
| 1185 | COLLECTIVE WEALTH ADVISORS LLC | COPPELL | 289157 | $157.0M | 7 | 2026-03-31 | → |
| 1186 | SALLYPORT PARTNERS INVESTMENT MANAGER, LLC | HOUSTON | 327533 | $156.7M | 6 | 2026-03-31 | → |
| 1187 | PROFOCUS, INCORPORATED | PHOENIX | 113954 | $156.5M | 7 | 2026-03-31 | → |
| 1188 | JTS FUND ADVISORS, LLC | WACO | 283677 | $156.4M | 11 | 2026-03-31 | → |
| 1189 | MERIDIAN WEALTH ADVISORS, LLC | ALBUQUERQUE | 140991 | $156.2M | 1 | 2026-03-31 | → |
| 1190 | GAME PLAN ADVISORS, INC. | CONROE | 114641 | $156.0M | 2 | 2026-02-28 | → |
| 1191 | TEAM HAYS INC. | DENTON | 324992 | $156.0M | 6 | 2026-04-30 | → |
| 1192 | TAURUM RETIREMENT PARTNERS, LLC | MESA | 282017 | $155.9M | 2 | 2026-03-31 | → |
| 1193 | PHOENIX CAPITAL REALTY ADVISORS, LLC | ADDISON | 161129 | $155.8M | 19 | 2026-03-31 | → |
| 1194 | LIVE OAK WEALTH ADVISORY GROUP, LLC | HOUSTON | 154962 | $155.5M | 6 | 2026-06-30 | → |
| 1195 | M & A CONSULTING GROUP, LLC | AUSTIN | 286078 | $155.4M | 3 | 2026-03-31 | → |
| 1196 | TECTONIC CAPITAL ADVISORS, LLC | HOUSTON | 339604 | $154.4M | 3 | 2026-03-31 | → |
| 1197 | UPTOWN FINANCIAL ADVISORS LLC | DALLAS | 171401 | $153.8M | 2 | 2026-03-31 | → |
| 1198 | S & S WEALTH MANAGEMENT, L.P. | GRAND PRAIRIE | 130652 | $153.8M | 3 | 2026-04-30 | → |
| 1199 | PRIEN ASSET MANAGEMENT, LLC | ALBUQUERQUE | 296462 | $153.7M | 5 | 2026-03-31 | → |
| 1200 | WISE WEALTH PARTNERS, LLC | PHOENIX | 311639 | $153.5M | 2 | 2026-03-31 | → |
Related Lists
Sleeve1,420 firms · 2026-06-30