Research Report · 2026-06-30
Institutional Registered Investment Advisers in Texas
SEC-registered investment advisers in Texas ranked by reported institutional client assets.
Firms
573
Total AUM
$3.48T
Median AUM
$514.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | BRASADA CAPITAL MANAGEMENT, LP | HOUSTON | 147775 | $679.1M | 14 | 2026-02-28 | → |
| 302 | MARCADO ASSET MANAGEMENT LLC | SAN ANTONIO | 289136 | $26.8M | 3 | 2025-11-30 | → |
| 303 | PICKERING ENERGY PARTNERS LP | HOUSTON | 302116 | $1.66B | 51 | 2026-05-31 | → |
| 304 | ATLASMARK FINANCIAL, INC. | AUSTIN | 152635 | $228.6M | 1 | 2026-01-31 | → |
| 305 | OAK HARVEST INVESTMENT SERVICES, LLC | HOUSTON | 173293 | $1.14B | 44 | 2026-04-30 | → |
| 306 | SYCAMORE TREE CAPITAL PARTNERS, L.P. | DALLAS | 311555 | $3.54B | 30 | 2026-03-31 | → |
| 307 | PUTTERMAN, DEAN ELIOT | HOUSTON | 111779 | $324.5M | 2 | 2026-03-31 | → |
| 308 | ALLEGRO MINERAL PARTNERS LLC | HOUSTON | 324740 | $135.3M | 17 | 2026-05-31 | → |
| 309 | PRINCIPIA WEALTH ADVISORY, LLC | DALLAS | 152678 | $225.0M | 5 | 2026-03-31 | → |
| 310 | VIEW CAPITAL RIA, LP | DALLAS | 130678 | $1.82B | 18 | 2026-03-31 | → |
| 311 | ELTEKON ADVISORS, LLC. | WEST LAKE HILLS | 115371 | $340.0M | 7 | 2026-02-28 | → |
| 312 | JOYCE WEALTH MANAGEMENT, LLC | HOUSTON | 325221 | $483.1M | 3 | 2026-04-30 | → |
| 313 | VANN EQUITY MANAGEMENT LLC | PLANO | 174239 | $231.2M | 5 | 2026-03-31 | → |
| 314 | A SLING & A STONE, INCORPORATED | BURNET | 134943 | $104.6M | 3 | 2026-02-28 | → |
| 315 | STUART INVESTMENT ADVISORS, INC. | AUSTIN | 109995 | $630.5M | 4 | 2026-03-31 | → |
| 316 | BRIGHT WEALTH MANAGEMENT, LLC | LEWISVILLE | 169771 | $265.0M | 7 | 2026-06-30 | → |
| 317 | TLWM, LLC | SAN ANTONIO | 158305 | $605.4M | 11 | 2026-03-31 | → |
| 318 | SPRING CAPITAL MANAGEMENT, LLC | AMARILLO | 282842 | $223.0M | 2 | 2026-02-28 | → |
| 319 | DOUBLE EAGLE WEALTH MANAGEMENT LLC | DALLAS | 330398 | $108.6M | 2 | 2026-05-31 | → |
| 320 | TNT ASSET MANAGEMENT, LLC | ROUND ROCK | 153309 | $174.9M | 6 | 2026-03-31 | → |
| 321 | PINGORA PARTNERS LLC | DALLAS | 148262 | $199.4M | 1 | 2026-03-31 | → |
| 322 | OPTAS, LLC | DRIPPING SPRINGS | 299965 | $881.9M | 9 | 2026-03-31 | → |
| 323 | KEENE & ASSOCIATES, INC. | FORT WORTH | 107961 | $202.2M | 4 | 2025-03-31 | → |
| 324 | ALTERIS CAPITAL PARTNERS, LLC | HOUSTON | 335079 | $139.5M | 3 | 2026-03-31 | → |
| 325 | THIRTEEN TWENTY-TWO ADVISORS, LLC | FORT WORTH | 339326 | $163.5M | 6 | 2026-05-31 | → |
| 326 | B&T CAPITAL MANAGEMENT, INCORPORATED | AUSTIN | 121703 | $871.4M | 9 | 2026-03-31 | → |
| 327 | SMITH ANGLIN FINANCIAL, LLC | DALLAS | 144386 | $2.01B | 16 | 2025-05-31 | → |
| 328 | LUMMIS ASSET MANAGEMENT, L.P. | FORT WORTH | 114357 | $210.0M | 1 | 2026-04-30 | → |
| 329 | HALCYON GLOBAL ADVISORS, LLC | DALLAS | 170600 | $221.3M | 2 | 2026-03-31 | → |
| 330 | TDC CAPITAL ADVISORS, INC. | COLLEGE STATION | 117769 | $177.6M | 4 | 2026-06-30 | → |
| 331 | PARKSTONE WEALTH MANAGEMENT, LLC | ARLINGTON | 168253 | $210.6M | 3 | 2026-03-31 | → |
| 332 | BEAUMONT ASSET MANAGEMENT, L.L.C. | BEAUMONT | 150407 | $365.2M | 4 | 2026-06-30 | → |
| 333 | LEGACY CG LLC | PLANO | 108541 | $378.6M | 4 | 2026-03-31 | → |
| 334 | MONTROSE ESTATE CAPITAL MANAGEMENT, LLC | HOUSTON | 324497 | $40.0M | 1 | 2026-03-31 | → |
| 335 | BROOKMONT CAPITAL MANAGEMENT, LLC | DALLAS | 145475 | $910.5M | 4 | 2026-03-31 | → |
| 336 | WISDOM INDEX ADVISORS, LLC | PROSPER | 132567 | $221.3M | 4 | 2026-03-31 | → |
| 337 | BRANSON FOWLKES & CO INC | HOUSTON | 107657 | $439.4M | 7 | 2026-03-31 | → |
| 338 | MASTERPIECE CAPITAL, LLC | AUSTIN | 290075 | $124.9M | 4 | 2026-06-30 | → |
| 339 | MAQRO ADVISORS LLC | AUSTIN | 289245 | $174.4M | 4 | 2026-03-31 | → |
| 340 | STANSBERRY ASSET MANAGEMENT, LLC | WESTLAKE | 282103 | $1.29B | 34 | 2026-06-30 | → |
| 341 | FOUNDERS CAPITAL MANAGEMENT INC | HOUSTON | 111164 | $281.8M | 3 | 2026-02-28 | → |
| 342 | PATRON PARTNERS, LLC | HOUSTON | 310629 | $325.7M | 7 | 2026-04-30 | → |
| 343 | HOWARD FINANCIAL SERVICES, LTD. | DALLAS | 107978 | $1.40B | 24 | 2026-06-30 | → |
| 344 | MOSAIC ADVISORS LLC | HOUSTON | 164913 | $580.5M | 27 | 2026-04-30 | → |
| 345 | ONEMAP MINERAL SERVICES LLC | HOUSTON | 285938 | $461.7M | 18 | 2025-05-31 | → |
| 346 | REDBUD ADVISORS LLC | AUSTIN | 300477 | $367.8M | 8 | 2026-03-31 | → |
| 347 | KEMPNER CAPITAL MANAGEMENT, INC. | GALVESTON | 104784 | $218.3M | 9 | 2025-10-31 | → |
| 348 | RFG HOLDINGS INC. | ARGYLE | 173862 | $476.7M | 9 | 2026-05-31 | → |
| 349 | VICTORY FINANCIAL GROUP LLC | AUSTIN | 324943 | $1.34B | 47 | 2026-06-30 | → |
| 350 | MILLER GLOBAL INVESTMENTS, L.L.C. | DALLAS | 114683 | $199.4M | 2 | 2026-03-31 | → |
| 351 | ARK WEALTH MANAGEMENT, LLC | AUSTIN | 317264 | $216.0M | 2 | 2026-03-31 | → |
| 352 | SHEETS SMITH INVESTMENT MANAGEMENT, LLC | HOUSTON | 293992 | $129.7M | 3 | 2025-08-31 | → |
| 353 | LONGHORN CAPITAL PARTNERS, L.P. | FORT WORTH | 329221 | $63.6M | 2 | 2026-04-30 | → |
| 354 | CORDA INVESTMENT MANAGEMENT, LLC | HOUSTON | 108046 | $2.00B | 32 | 2026-02-28 | → |
| 355 | CLARE MARKET INVESTMENTS, LLC | DALLAS | 217515 | $635.1M | 4 | 2026-03-31 | → |
| 356 | VIRTUS FAMILY OFFICE, LLC | EL PASO | 298272 | $726.9M | 5 | 2026-03-31 | → |
| 357 | J. TEAM FINANCIAL, INC. | ABILENE | 134104 | $262.0M | 11 | 2026-03-31 | → |
| 358 | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | DALLAS | 119687 | $213.6M | 4 | 2026-03-31 | → |
| 359 | LIFESTYLE ASSET MANAGEMENT, INC. | FRIENDSWOOD | 157450 | $571.2M | 13 | 2026-01-31 | → |
| 360 | KEENER FINANCIAL PLANNING, LLC | KELLER | 147615 | $479.0M | 12 | 2026-06-30 | → |
| 361 | BRAZOS WEALTH ADVISORS LLC | FORT WORTH | 323508 | $183.7M | 3 | 2026-03-31 | → |
| 362 | HAMPTON ROCK WEALTH MANAGEMENT I, LLC | AUSTIN | 331682 | $192.4M | 6 | 2026-05-31 | → |
| 363 | WILLIAM MADISON ADVISORS, INC. | ABILENE | 294782 | $497.7M | 8 | 2026-03-31 | → |
| 364 | ROSEROCK WEALTH MANAGEMENT, LLC | DALLAS | 288088 | $275.0M | 2 | 2026-04-30 | → |
| 365 | DELOS WEALTH ADVISORS, LLC | DALLAS | 300734 | $185.6M | 8 | 2026-03-31 | → |
| 366 | BROADWAY WEALTH SOLUTIONS, INC. | SAN ANTONIO | 291753 | $308.1M | 11 | 2026-03-31 | → |
| 367 | STONE OAK WEALTH MANAGEMENT, LLC | SAN ANTONIO | 288217 | $355.6M | 7 | 2026-03-31 | → |
| 368 | LEXINGTON HILL PARTNERS, LLC | DALLAS | 301810 | $278.4M | 8 | 2026-03-31 | → |
| 369 | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | HOUSTON | 105643 | $1.81B | 21 | 2026-06-30 | → |
| 370 | REDEMPTION CAPITAL PARTNERS, LLC | MIDLAND | 310824 | $237.3M | 4 | 2026-02-28 | → |
| 371 | SFMG, LLC. | PLANO | 107548 | $2.96B | 39 | 2026-03-31 | → |
| 372 | ROYAL HARBOR PARTNERS, LLC | HOUSTON | 304735 | $344.8M | 9 | 2026-06-30 | → |
| 373 | TRANSCE3ND LLC | BUDA | 317745 | $418.9M | 60 | 2026-05-31 | → |
| 374 | GREENBELT INVESTMENT ADVISORS, LLC | ROUND ROCK | 155704 | $167.0M | 5 | 2026-02-28 | → |
| 375 | BLAND GARVEY WEALTH ADVISORS, LLC | RICHARDSON | 140066 | $241.2M | 5 | 2026-03-31 | → |
| 376 | CAMDEN WEALTH ADVISORS LLC | HOUSTON | 148518 | $366.3M | 6 | 2026-03-31 | → |
| 377 | RICHARD P. SLAUGHTER ASSOCIATES, INC. | AUSTIN | 109080 | $905.2M | 14 | 2026-03-31 | → |
| 378 | CARROLL ADVISORY GROUP, LLC | TEXARKANA | 334565 | $341.1M | 7 | 2026-02-28 | → |
| 379 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | HOUSTON | 111441 | $4.25B | 23 | 2026-03-31 | → |
| 380 | A3 CAPITAL ADVISORS, LLC | HOUSTON | 338956 | $236.8M | 2 | 2026-06-30 | → |
| 381 | QUADCAP WEALTH MANAGEMENT, LLC | FRISCO | 151490 | $1.34B | 23 | 2026-03-31 | → |
| 382 | TFR CAPITAL, LLC | PLANO | 333108 | $403.1M | 9 | 2026-03-31 | → |
| 383 | EARLY MCCLINTIC & MCMILLAN, LLC | STAFFORD | 288427 | $652.2M | 9 | 2026-06-30 | → |
| 384 | RECURRENT INVESTMENT ADVISORS LLC | HOUSTON | 288694 | $1.38B | 6 | 2026-03-31 | → |
| 385 | CMG GLOBAL HOLDINGS, LLC | PLANO | 307513 | $379.4M | 4 | 2026-02-28 | → |
| 386 | FOCUS WEALTH ADVISORS, LLC | HOUSTON | 165425 | $247.6M | 1 | 2026-03-31 | → |
| 387 | IMPERIUM WEALTH MANAGEMENT, LLC | SAN ANTONIO | 159148 | $264.6M | 6 | 2026-02-28 | → |
| 388 | EVERKEY FINANCIAL LLC | KATY | 325189 | $10.6M | 1 | 2026-03-31 | → |
| 389 | SADDOCK WEALTH, LLC | DALLAS | 161568 | $94.3M | 9 | 2026-03-31 | → |
| 390 | BOYCE & ASSOCIATES WEALTH CONSULTING, INC. | CEDAR PARK | 288157 | $244.6M | 8 | 2026-03-31 | → |
| 391 | WESTPARK WEALTH ADVISORS, INC. | HOUSTON | 130914 | $254.3M | 25 | 2026-03-31 | → |
| 392 | GAME PLAN ADVISORS, INC. | CONROE | 114641 | $156.0M | 2 | 2026-02-28 | → |
| 393 | SPRINGVEST WEALTH MANAGEMENT, LLC | DALLAS | 329297 | $236.6M | 4 | 2026-03-31 | → |
| 394 | CAPSTAR FINANCIAL SERVICES LLC | AUSTIN | 300349 | $207.8M | 4 | 2026-03-31 | → |
| 395 | VALIC FINANCIAL ADVISORS, INC. | HOUSTON | 42803 | $29.22B | 1,647 | 2026-05-31 | → |
| 396 | TEAMWORK FINANCIAL ADVISORS, LLC | SAN ANTONIO | 165237 | $1.01B | 29 | 2026-05-31 | → |
| 397 | TANGLEWOOD WEALTH MANAGEMENT, INC. | HOUSTON | 107639 | $1.59B | 14 | 2026-03-31 | → |
| 398 | MDT FINANCIAL ADVISORS, LLC | WEBSTER | 340925 | $294.0M | 7 | 2026-06-30 | → |
| 399 | FORTUNE WEALTH MANAGEMENT, LLC | DALLAS | 157832 | $396.3M | 3 | 2026-02-28 | → |
| 400 | FINANCIAL LIFE ADVISORS LLC | SAN ANTONIO | 128502 | $366.3M | 11 | 2026-03-31 | → |
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