Research Report · 2026-02-28
Largest Registered Investment Advisers in Texas
Texas SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
100
Total AUM
$195.42B
Median AUM
$519.1M
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | AVANTAX ADVISORY SERVICES, INC. | DALLAS | 104556 | $46.11B | 2,278 | 2025-03-31 | → |
| 2 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | FORT WORTH | 110093 | $30.15B | 105 | 2025-06-30 | → |
| 3 | EMG FUND II MANAGEMENT, L.P. | HOUSTON | 157915 | $13.07B | 23 | 2025-09-30 | → |
| 4 | PROSPERA FINANCIAL SERVICES, INC. | DALLAS | 10740 | $12.44B | 333 | 2025-09-30 | → |
| 5 | CROSSMARK GLOBAL INVESTMENTS, INC. | HOUSTON | 113360 | $7.09B | 51 | 2025-06-30 | → |
| 6 | LINSCOMB WEALTH, INC. | HOUSTON | 106779 | $4.57B | 52 | 2026-02-28 | → |
| 7 | APEXIUM FINANCIAL LP | DALLAS | 283726 | $4.02B | 15 | 2025-10-31 | → |
| 8 | NEXT FINANCIAL GROUP, INC. | HOUSTON | 46214 | $3.77B | 564 | 2025-08-31 | → |
| 9 | TRUST ASSET MANAGEMENT LLC | HOUSTON | 147379 | $3.21B | 10 | 2026-02-28 | → |
| 10 | LION STREET ADVISORS, LLC | AUSTIN | 167610 | $3.18B | 152 | 2025-04-30 | → |
| 11 | PAN CAPITAL MANAGEMENT LP | HOUSTON | 336371 | $3.08B | 43 | 2026-01-31 | → |
| 12 | TPG PEP ADVISORS, LLC | FORT WORTH | 171288 | $2.95B | 9 | 2025-03-31 | → |
| 13 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | AUSTIN | 107722 | $2.84B | 27 | 2026-02-28 | → |
| 14 | OXBOW ADVISORS, LLC | AUSTIN | 156393 | $2.46B | 13 | 2026-02-28 | → |
| 15 | SATHER FINANCIAL GROUP, INC. | VICTORIA | 109344 | $2.27B | 9 | 2026-01-31 | → |
| 16 | SUNBELT SECURITIES, INC. | HOUSTON | 42180 | $2.02B | 68 | 2025-06-30 | → |
| 17 | SMITH ANGLIN FINANCIAL, LLC | DALLAS | 144386 | $2.01B | 16 | 2025-05-31 | → |
| 18 | CORDA INVESTMENT MANAGEMENT, LLC | HOUSTON | 108046 | $2.00B | 32 | 2026-02-28 | → |
| 19 | AUSTIN ASSET MANAGEMENT CO | AUSTIN | 105441 | $1.87B | 21 | 2026-02-28 | → |
| 20 | STAFFORD CAPITAL PARTNERS INC. | AUSTIN | 171419 | $1.72B | 15 | 2025-09-30 | → |
| 21 | TYCHE WEALTH PARTNERS LLC | PLANO | 326006 | $1.57B | 17 | 2026-02-28 | → |
| 22 | KINGS PATH PARTNERS LLC | SUGAR LAND | 269876 | $1.53B | 8 | 2026-02-28 | → |
| 23 | FINSER INVESTMENT ADVISOR | SAN ANTONIO | 142570 | $1.42B | 1 | 2025-08-31 | → |
| 24 | ALPHAENGINE GLOBAL INVESTMENT SOLUTIONS LLC | PLANO | 143002 | $1.37B | 4 | 2025-02-28 | → |
| 25 | U.S. GLOBAL INVESTORS, INC. | SAN ANTONIO | 111097 | $1.32B | 22 | 2026-02-28 | → |
| 26 | TRIGATE MANAGEMENT LLC | DALLAS | 158083 | $1.28B | 20 | 2026-02-28 | → |
| 27 | BARES CAPITAL MANAGEMENT, INC. | AUSTIN | 114428 | $1.26B | 9 | 2025-06-30 | → |
| 28 | HODGES CAPITAL MANAGEMENT INC | DALLAS | 110080 | $1.24B | 20 | 2025-10-31 | → |
| 29 | AUTUMN LANE ADVISORS, LLC | HOUSTON | 173624 | $1.20B | 7 | 2026-02-28 | → |
| 30 | CROSSMARK WEALTH MANAGEMENT, LLC | HOUSTON | 289004 | $1.11B | 6 | 2025-06-30 | → |
| 31 | VAQUERO PRIVATE WEALTH, LTD. | DALLAS | 305266 | $928.9M | 9 | 2026-02-28 | → |
| 32 | GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES | ARLINGTON | 112248 | $909.3M | 7 | 2026-02-28 | → |
| 33 | ADAMS ASSET ADVISORS LLC | DALLAS | 120573 | $839.4M | 4 | 2026-01-31 | → |
| 34 | CLEAR TRAIL ADVISORS, LLC | HOUSTON | 337595 | $803.1M | 7 | 2026-02-28 | → |
| 35 | MADDEN SECURITIES CORPORATION | DALLAS | 18389 | $793.8M | 2 | 2025-06-30 | → |
| 36 | ORG PARTNERS LLC | DALLAS | 312728 | $772.6M | 24 | 2025-08-31 | → |
| 37 | SERVICE ACADEMY CAPITAL MANAGEMENT LLC | DALLAS | 226628 | $734.0M | 7 | 2026-01-31 | → |
| 38 | FULLER WEALTH MANAGEMENT, LLC | DALLAS | 281767 | $707.8M | 9 | 2025-01-31 | → |
| 39 | E & G ADVISORS, LP | HOUSTON | 130550 | $706.9M | 4 | 2026-01-31 | → |
| 40 | BRIDGE CAPITAL ADVISORS | HOUSTON | 317554 | $687.3M | 3 | 2025-09-30 | → |
| 41 | BRASADA CAPITAL MANAGEMENT, LP | HOUSTON | 147775 | $679.1M | 14 | 2026-02-28 | → |
| 42 | HARRELL INVESTMENT PARTNERS, LLC | AUSTIN | 299166 | $662.4M | 6 | 2026-02-28 | → |
| 43 | OPTIMA ASSET MANAGEMENT INC | DALLAS | 106095 | $657.4M | 2 | 2026-02-28 | → |
| 44 | STANLEY CAPITAL MANAGEMENT LLC | HOUSTON | 156468 | $634.6M | 3 | 2026-02-28 | → |
| 45 | FCA CORP | HOUSTON | 110658 | $623.1M | 17 | 2026-02-28 | → |
| 46 | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | LAKEWAY | 316024 | $590.5M | 45 | 2026-01-31 | → |
| 47 | LIFESTYLE ASSET MANAGEMENT, INC. | FRIENDSWOOD | 157450 | $571.2M | 13 | 2026-01-31 | → |
| 48 | ACT WEALTH MANAGEMENT, LLC | ALLEN | 155131 | $568.8M | 5 | 2026-02-28 | → |
| 49 | NEXUS ONE FINANCIAL ADVISORS LLC | PLANO | 336809 | $552.0M | 10 | 2026-01-31 | → |
| 50 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | AUSTIN | 144008 | $523.4M | 5 | 2025-12-31 | → |
| 51 | HAVEN WEALTH GROUP LLC | HOUSTON | 148099 | $514.8M | 11 | 2026-02-28 | → |
| 52 | DECADE RENEWABLE PARTNERS LP | HOUSTON | 316905 | $500.0M | 4 | 2025-03-31 | → |
| 53 | CARSON MANAGEMENT COMPANY, LLC | DALLAS | 153261 | $469.3M | 6 | 2026-02-28 | → |
| 54 | HENRY BRAGG & CO., LLC | HOUSTON | 311388 | $468.7M | 4 | 2026-02-28 | → |
| 55 | ONEMAP MINERAL SERVICES LLC | HOUSTON | 285938 | $461.7M | 18 | 2025-05-31 | → |
| 56 | ROTH FINANCIAL PARTNERS LLC | KINGWOOD | 309814 | $460.1M | 4 | 2026-02-28 | → |
| 57 | SSB&T WEALTH MANAGEMENT, LLC | FREDERICKSBURG | 328102 | $445.1M | 6 | 2026-02-28 | → |
| 58 | SCHULZ WEALTH, LTD. | MANSFIELD | 172194 | $438.1M | 3 | 2026-02-28 | → |
| 59 | GRUNDEN FINANCIAL ADVISORY, INC. | DENTON | 111595 | $434.7M | 6 | 2025-03-31 | → |
| 60 | MGB WEALTH MANAGEMENT, LLC | ADDISON | 307995 | $421.9M | 5 | 2025-03-31 | → |
| 61 | ENDOWMENT ADVISERS, L.P. | AUSTIN | 129346 | $409.9M | 7 | 2025-06-30 | → |
| 62 | REVERE ASSET MANAGEMENT, INC. | ALLEN | 152881 | $407.9M | 7 | 2026-02-28 | → |
| 63 | CENTERED WEALTH, LLC | IRVING | 141343 | $402.5M | 6 | 2025-03-31 | → |
| 64 | PIONEER WEALTH MANAGEMENT GROUP, INC | AUSTIN | 133429 | $399.2M | 11 | 2026-02-28 | → |
| 65 | FORTUNE WEALTH MANAGEMENT, LLC | DALLAS | 157832 | $396.3M | 3 | 2026-02-28 | → |
| 66 | RMW ADVISORS, LLC | HOUSTON | 159293 | $390.9M | 7 | 2026-01-31 | → |
| 67 | LBJ FAMILY WEALTH ADVISORS, LTD. | AUSTIN | 129701 | $388.8M | 2 | 2026-02-28 | → |
| 68 | LOGIC CAPITAL MANAGEMENT, LLC | HOUSTON | 137902 | $381.2M | 3 | 2025-03-31 | → |
| 69 | CMG GLOBAL HOLDINGS, LLC | PLANO | 307513 | $379.4M | 4 | 2026-02-28 | → |
| 70 | RHODES INVESTMENT ADVISORS, INC. | FORT WORTH | 114245 | $376.3M | 9 | 2025-10-31 | → |
| 71 | GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC | DALLAS | 150434 | $363.4M | 4 | 2026-01-31 | → |
| 72 | HERITAGE WEALTH MANAGEMENT, INC. | HOUSTON | 122394 | $357.8M | 6 | 2026-02-28 | → |
| 73 | ISLAY CAPITAL MANAGEMENT, LLC | LUBBOCK | 114531 | $357.7M | 2 | 2026-02-28 | → |
| 74 | CRESCENT ADVISOR GROUP, INC. | PLANO | 115974 | $344.4M | 18 | 2026-01-31 | → |
| 75 | CARROLL ADVISORY GROUP, LLC | TEXARKANA | 334565 | $341.1M | 7 | 2026-02-28 | → |
| 76 | ELTEKON ADVISORS, LLC. | WEST LAKE HILLS | 115371 | $340.0M | 7 | 2026-02-28 | → |
| 77 | FIRST DALLAS SECURITIES, INC. | DALLAS | 24549 | $335.7M | 20 | 2025-10-31 | → |
| 78 | DOVETAIL WEALTH MANAGEMENT, LLC | TAYLOR | 291068 | $333.1M | 4 | 2026-02-28 | → |
| 79 | FOUNDER FAMILY FINANCIAL, LLC | AUSTIN | 171978 | $321.0M | 3 | 2026-02-28 | → |
| 80 | HFP WEALTH MANAGEMENT, LLC | DALLAS | 131525 | $315.1M | 5 | 2025-02-28 | → |
| 81 | WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC | THE WOODLANDS | 226545 | $302.5M | 2 | 2026-01-31 | → |
| 82 | FEARLESS SOLUTIONS LLC | SAN ANTONIO | 297599 | $296.4M | 4 | 2026-02-28 | → |
| 83 | ORCHID ADVISORY, LLC | DALLAS | 327750 | $295.7M | 4 | 2026-02-28 | → |
| 84 | WEALTH COVENANT GROUP LLC | HOUSTON | 291453 | $290.7M | 4 | 2025-01-31 | → |
| 85 | ORSER CAPITAL MANAGEMENT LLC | SOUTHLAKE | 144847 | $289.8M | 2 | 2026-02-28 | → |
| 86 | LEHRER KENNETH EUGENE DR | HOUSTON | 105835 | $286.3M | 1 | 2026-02-28 | → |
| 87 | FOUNDERS CAPITAL MANAGEMENT INC | HOUSTON | 111164 | $281.8M | 3 | 2026-02-28 | → |
| 88 | SCHLEGEL DUNN LLC | PLANO | 337990 | $279.1M | 4 | 2026-01-31 | → |
| 89 | PLANGUIDE FINANCIAL LLC | SOUTHLAKE | 329089 | $277.3M | 2 | 2026-02-28 | → |
| 90 | NOLET WEALTH MANAGEMENT, LLC | FORT WORTH | 329186 | $272.6M | 4 | 2026-01-31 | → |
| 91 | DREHER INVESTMENT SERVICES, INC. | SAN ANGELO | 114196 | $272.0M | 6 | 2025-03-31 | → |
| 92 | PROTA FINANCIAL, LLC | HOUSTON | 283776 | $270.4M | 13 | 2026-02-28 | → |
| 93 | IMPERIUM WEALTH MANAGEMENT, LLC | SAN ANTONIO | 159148 | $264.6M | 6 | 2026-02-28 | → |
| 94 | HARTMANN TAYLOR WEALTH MANAGEMENT, LLC | DALLAS | 310334 | $254.6M | 5 | 2026-02-28 | → |
| 95 | DEAN WEALTH PARTNERS, LLC | AUSTIN | 298237 | $249.8M | 4 | 2026-02-28 | → |
| 96 | MJR FINANCIAL LLC | AUSTIN | 289923 | $244.7M | 2 | 2026-02-28 | → |
| 97 | STEGENT EQUITY ADVISORS INC. | HOUSTON | 114518 | $243.7M | 3 | 2026-02-28 | → |
| 98 | POSITION WEALTH LLC | THE WOODLANDS | 325116 | $242.1M | 3 | 2026-01-31 | → |
| 99 | REDEMPTION CAPITAL PARTNERS, LLC | MIDLAND | 310824 | $237.3M | 4 | 2026-02-28 | → |
| 100 | LIVE OAK INVESTMENT PARTNERS, LLC | AUSTIN | 304406 | $235.5M | 4 | 2025-06-30 | → |
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