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 | |
|---|---|---|---|---|---|---|---|
| 601 | RELATION WEALTH MANAGEMENT, INC. | TULSA | 329961 | $541.2M | 14 | 2026-05-31 | → |
| 602 | CAZ INVESTMENTS REGISTERED ADVISER LLC | HOUSTON | 327614 | $540.6M | 83 | 2026-03-31 | → |
| 603 | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | PHOENIX | 140551 | $538.8M | 7 | 2026-03-31 | → |
| 604 | AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC | DALLAS | 297526 | $537.3M | 128 | 2026-03-31 | → |
| 605 | BP CAPITAL ENERGY ADVISORS, LLC | DALLAS | 167087 | $537.2M | 9 | 2026-03-31 | → |
| 606 | JUNIPER CAPITAL ADVISORS, L.P. | HOUSTON | 173612 | $535.4M | 13 | 2026-03-31 | → |
| 607 | PEIRCE CAPITAL MANAGEMENT, LLC | THE WOODLANDS | 142654 | $534.1M | 5 | 2026-03-31 | → |
| 608 | NEW CAPITAL MANAGEMENT, LP | HOUSTON | 131658 | $533.5M | 5 | 2026-03-31 | → |
| 609 | SKY ISLAND CAPITAL LP | DALLAS | 305087 | $533.5M | 14 | 2026-03-31 | → |
| 610 | EIGHT 31 FINANCIAL, LLC | MIDLAND | 327632 | $532.4M | 5 | 2026-03-31 | → |
| 611 | TITAN RETIREMENT ADVISORS LLC | FULSHEAR | 166359 | $531.0M | 2 | 2026-03-31 | → |
| 612 | TRINITY PORTFOLIO ADVISORS, LLC | SOUTHLAKE | 151721 | $530.5M | 13 | 2026-03-31 | → |
| 613 | COWA, LLC | TULSA | 297180 | $529.4M | 6 | 2026-03-31 | → |
| 614 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | AUSTIN | 144008 | $523.4M | 5 | 2025-12-31 | → |
| 615 | TRINITY LEGACY PARTNERS, LLC | HOUSTON | 159179 | $521.2M | 7 | 2026-03-31 | → |
| 616 | KINGDOM FINANCIAL GROUP, LLC | PEORIA | 155676 | $520.9M | 51 | 2026-03-31 | → |
| 617 | DEAN, JACOBSON FINANCIAL SERVICES, LLC | FORT WORTH | 115879 | $519.4M | 8 | 2026-03-31 | → |
| 618 | SIX COLUMNS CAPITAL, LP | DALLAS | 306039 | $518.8M | 5 | 2024-12-31 | → |
| 619 | SUMMIT HOUSE CAPITAL MANAGEMENT, LLC | DALLAS | 306823 | $518.7M | 9 | 2026-04-30 | → |
| 620 | HAVEN WEALTH GROUP LLC | HOUSTON | 148099 | $514.8M | 11 | 2026-02-28 | → |
| 621 | BROADWING CAPITAL MANAGEMENT LLC | DALLAS | 328881 | $513.1M | 11 | 2026-03-31 | → |
| 622 | LEO WEALTH AMERICAS, LLC | HURST | 338799 | $512.3M | 21 | 2026-06-30 | → |
| 623 | OWNER RESOURCE GROUP, LLC | AUSTIN | 164028 | $511.1M | 16 | 2026-04-30 | → |
| 624 | PINNACLE HOLDINGS, LLC | TULSA | 108086 | $508.3M | 7 | 2026-03-31 | → |
| 625 | HFG WEALTH MANAGEMENT, LLC | THE WOODLANDS | 148406 | $505.6M | 6 | 2026-03-31 | → |
| 626 | 327 CAPITAL PARTNERS, LLC | SAN ANTONIO | 313414 | $505.5M | 3 | 2026-03-31 | → |
| 627 | SMH CAPITAL ADVISORS LLC | FORT WORTH | 108344 | $503.1M | 7 | 2026-03-31 | → |
| 628 | DECADE RENEWABLE PARTNERS LP | HOUSTON | 316905 | $500.0M | 4 | 2025-03-31 | → |
| 629 | ENDOWMENT ADVISERS, L.P. | AUSTIN | 129346 | $499.7M | 9 | 2026-06-30 | → |
| 630 | FIRST SABREPOINT CAPITAL MANAGEMENT, LP | DALLAS | 283638 | $499.5M | 5 | 2026-03-31 | → |
| 631 | OUTRUNNER CAPITAL, LLC | AUSTIN | 331377 | $498.5M | 4 | 2026-06-30 | → |
| 632 | SOCORRO ASSET MANAGEMENT, L.P. | DALLAS | 304401 | $497.9M | 6 | 2026-03-31 | → |
| 633 | WILLIAM MADISON ADVISORS, INC. | ABILENE | 294782 | $497.7M | 8 | 2026-03-31 | → |
| 634 | RR ADVISORS, LLC | DALLAS | 130609 | $496.8M | 8 | 2026-03-31 | → |
| 635 | RENCH WEALTH MANAGEMENT, INC. | DENTON | 159983 | $495.9M | 5 | 2026-03-31 | → |
| 636 | PORTFOLIO ADVISORY COUNCIL, L.L.C. | HOUSTON | 107465 | $494.9M | 9 | 2026-03-31 | → |
| 637 | ALLRED CAPITAL MANAGEMENT, LLC | DALLAS | 297533 | $493.4M | 6 | 2026-03-31 | → |
| 638 | SYMMETRY CAPITAL ADVISORS LLC | DALLAS | 122563 | $492.7M | 5 | 2026-03-31 | → |
| 639 | BASIN OIL AND GAS MANAGEMENT, LP | FORT WORTH | 289099 | $492.7M | 8 | 2026-03-31 | → |
| 640 | QUANTUM ADVISERS, LLC | HOUSTON | 160267 | $490.6M | 144 | 2026-06-30 | → |
| 641 | BRIDGEFRONT CAPITAL, LLC | AUSTIN | 291949 | $488.5M | 7 | 2026-03-31 | → |
| 642 | XEBEC ASSET MANAGEMENT, LLC | DALLAS | 305669 | $484.5M | 29 | 2026-03-31 | → |
| 643 | MILITIA INVESTMENTS, LLC | AUSTIN | 331788 | $483.6M | 4 | 2026-03-31 | → |
| 644 | JOYCE WEALTH MANAGEMENT, LLC | HOUSTON | 325221 | $483.1M | 3 | 2026-04-30 | → |
| 645 | OAKSTREET WEALTH MANAGEMENT, INC. | MAGNOLIA | 288723 | $482.0M | 2 | 2026-03-31 | → |
| 646 | PINNACLE PEAK PRIVATE CLIENT GROUP, LLC | SCOTTSDALE | 282003 | $481.1M | 6 | 2026-02-28 | → |
| 647 | EATON-CAMBRIDGE INC. | PHOENIX | 116798 | $480.7M | 11 | 2026-06-30 | → |
| 648 | KEENER FINANCIAL PLANNING, LLC | KELLER | 147615 | $479.0M | 12 | 2026-06-30 | → |
| 649 | RFG HOLDINGS INC. | ARGYLE | 173862 | $476.7M | 9 | 2026-05-31 | → |
| 650 | PROEM ADVISORS LLC | DALLAS | 300404 | $474.1M | 5 | 2026-03-31 | → |
| 651 | JUNCTURE WEALTH STRATEGIES, LLC | SCOTTSDALE | 298110 | $473.6M | 11 | 2026-03-31 | → |
| 652 | STELLUS PRIVATE BDC ADVISOR, LLC | HOUSTON | 317513 | $472.8M | 36 | 2026-03-31 | → |
| 653 | NOVA FINANCIAL LLC | TUCSON | 150148 | $469.4M | 10 | 2026-03-31 | → |
| 654 | CARSON MANAGEMENT COMPANY, LLC | DALLAS | 153261 | $469.3M | 6 | 2026-02-28 | → |
| 655 | HENRY BRAGG & CO., LLC | HOUSTON | 311388 | $468.7M | 4 | 2026-02-28 | → |
| 656 | CLEAR SKY CARBON SOLUTIONS INVESTMENT MANAGEMENT, LLC | BELLAIRE | 311751 | $466.6M | 5 | 2026-03-31 | → |
| 657 | BWM PLANNING LLC | HOUSTON | 304855 | $465.3M | 6 | 2026-03-31 | → |
| 658 | S2 FUND MANAGER, LLC | DALLAS | 323759 | $464.7M | 42 | 2026-03-31 | → |
| 659 | DEW WEALTH MANAGEMENT, LLC | SCOTTSDALE | 114148 | $464.7M | 40 | 2026-06-30 | → |
| 660 | WISDOM FIXED INCOME MANAGEMENT, LLC | DALLAS | 332006 | $464.2M | 11 | 2026-06-30 | → |
| 661 | HARMONY ASSET MANAGEMENT LLC | SCOTTSDALE | 116069 | $462.5M | 10 | 2026-03-31 | → |
| 662 | ONEMAP MINERAL SERVICES LLC | HOUSTON | 285938 | $461.7M | 18 | 2025-05-31 | → |
| 663 | ROTH FINANCIAL PARTNERS LLC | KINGWOOD | 309814 | $460.1M | 4 | 2026-02-28 | → |
| 664 | BEACON ADVISORS HOLDINGS, LLC | AUSTIN | 335101 | $459.6M | 4 | 2026-06-30 | → |
| 665 | ANCOR HOLDINGS, LP | SOUTHLAKE | 210524 | $458.4M | 9 | 2026-03-31 | → |
| 666 | LGT FINANCIAL ADVISORS LLC | DALLAS | 111575 | $456.1M | 5 | 2026-03-31 | → |
| 667 | CYPRESS ASSET MANAGEMENT INC | HOUSTON | 106593 | $455.8M | 5 | 2026-04-30 | → |
| 668 | HORIZON ADVISORS, LLC | HOUSTON | 114102 | $451.4M | 4 | 2026-03-31 | → |
| 669 | ENZI WEALTH, LLC | AUSTIN | 315457 | $450.9M | 7 | 2026-03-31 | → |
| 670 | HAVENCREST CAPITAL MANAGEMENT, LLC | DALLAS | 287944 | $450.7M | 14 | 2026-05-31 | → |
| 671 | MITCHELL & PAHL PRIVATE WEALTH, LLC | OKLAHOMA CITY | 307625 | $449.9M | 4 | 2026-02-28 | → |
| 672 | YOUR ADVOCATES, LTD., LLP | HOUSTON | 138612 | $448.1M | 6 | 2026-03-31 | → |
| 673 | UNITED ADVISORS AMERICA CORPORATION | PROSPER | 147350 | $446.5M | 28 | 2026-03-31 | → |
| 674 | BRIGHAM ROYALTIES MANAGEMENT, LLC | AUSTIN | 333329 | $445.6M | 14 | 2026-03-31 | → |
| 675 | SSB&T WEALTH MANAGEMENT, LLC | FREDERICKSBURG | 328102 | $445.1M | 6 | 2026-02-28 | → |
| 676 | SOCIAL LEVERAGE ADVISORS, LLC | SCOTTSDALE | 292690 | $443.7M | 7 | 2026-03-31 | → |
| 677 | LUMINUS MANAGEMENT, LLC | HOUSTON | 157536 | $442.8M | 8 | 2026-03-31 | → |
| 678 | THACKERAY PARTNERS, L.P. | DALLAS | 166351 | $442.7M | 11 | 2026-03-31 | → |
| 679 | TEMPLETON FINANCIAL SERVICES INC. | CHANDLER | 128240 | $441.8M | 4 | 2026-03-31 | → |
| 680 | DESTINY ADVISORS LLC | AUSTIN | 312099 | $441.4M | 4 | 2026-03-31 | → |
| 681 | BURFORD BROTHERS, INC. | DALLAS | 306574 | $440.2M | 4 | 2026-06-30 | → |
| 682 | BILTMORE WEALTH MANAGEMENT, LLC | TEMPE | 151365 | $439.6M | 4 | 2026-02-28 | → |
| 683 | BRANSON FOWLKES & CO INC | HOUSTON | 107657 | $439.4M | 7 | 2026-03-31 | → |
| 684 | SCHULZ WEALTH, LTD. | MANSFIELD | 172194 | $438.1M | 3 | 2026-02-28 | → |
| 685 | CIC PARTNERS MANAGEMENT LLC | DALLAS | 158019 | $438.0M | 17 | 2026-04-30 | → |
| 686 | GRUNDEN FINANCIAL ADVISORY, INC. | DENTON | 111595 | $434.7M | 6 | 2025-03-31 | → |
| 687 | SWMG, LLC | FORT WORTH | 166688 | $430.4M | 19 | 2026-06-30 | → |
| 688 | PACIFIC STRATEGIC MANAGEMENT, LP | HOUSTON | 127990 | $429.6M | 3 | 2026-03-31 | → |
| 689 | CARLSON CAPITAL, L.P. | DALLAS | 118156 | $429.3M | 26 | 2026-05-31 | → |
| 690 | CRUX CAPITAL LTD | DALLAS | 149665 | $427.6M | 10 | 2026-06-30 | → |
| 691 | SYLVEST ADVISORS, LLC | DALLAS | 165130 | $425.7M | 8 | 2026-03-31 | → |
| 692 | SMART MONEY GROUP, LLC | EASTLAND | 284187 | $424.3M | 24 | 2026-04-30 | → |
| 693 | HERITAGE FAMILY OFFICES, LLP | SCOTTSDALE | 323930 | $423.3M | 13 | 2026-03-31 | → |
| 694 | ZARVONA ENERGY LLC | HOUSTON | 288820 | $423.1M | 102 | 2026-03-31 | → |
| 695 | MGB WEALTH MANAGEMENT, LLC | ADDISON | 307995 | $421.9M | 5 | 2025-03-31 | → |
| 696 | EXETER FINANCIAL, LLC | SCOTTSDALE | 143420 | $420.2M | 6 | 2026-03-31 | → |
| 697 | POINT BRIDGE CAPITAL, LLC | FORT WORTH | 168071 | $419.7M | 2 | 2026-03-31 | → |
| 698 | MOONTOWER ASSET MANAGEMENT LP | AUSTIN | 328999 | $419.2M | 16 | 2026-03-31 | → |
| 699 | WT WEALTH MANAGEMENT, LLC | SCOTTSDALE | 169566 | $419.1M | 16 | 2026-03-31 | → |
| 700 | TRANSCE3ND LLC | BUDA | 317745 | $418.9M | 60 | 2026-05-31 | → |
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