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 | |
|---|---|---|---|---|---|---|---|
| 401 | TEVIS INVESTMENT MANAGEMENT, LLC | PLANO | 167750 | $234.8M | 1 | 2026-03-31 | → |
| 402 | NEXPOINT ADVISORS, L.P. | DALLAS | 163564 | $131.2M | 67 | 2026-03-31 | → |
| 403 | STAFFORD CAPITAL PARTNERS INC. | AUSTIN | 171419 | $1.72B | 15 | 2025-09-30 | → |
| 404 | FOUNDER FAMILY FINANCIAL, LLC | AUSTIN | 171978 | $321.0M | 3 | 2026-02-28 | → |
| 405 | STABILITY PARTNERS ADVISORY GROUP, LLC | SPRING | 165880 | $140.9M | 3 | 2026-06-30 | → |
| 406 | JAYKAY WEALTH ADVISORS, INC. | HOUSTON | 170192 | $173.8M | 6 | 2026-04-30 | → |
| 407 | LOGIC CAPITAL MANAGEMENT, LLC | HOUSTON | 137902 | $381.2M | 3 | 2025-03-31 | → |
| 408 | RMW ADVISORS, LLC | HOUSTON | 159293 | $390.9M | 7 | 2026-01-31 | → |
| 409 | AUTUMN LANE ADVISORS, LLC | HOUSTON | 173624 | $1.20B | 7 | 2026-02-28 | → |
| 410 | TSA WEALTH MANAGEMENT LLC | HOUSTON | 323123 | $358.8M | 3 | 2026-03-31 | → |
| 411 | ATX FINANCIAL PLANNING, LLC | AUSTIN | 311589 | $174.3M | 4 | 2026-03-31 | → |
| 412 | FOGARTY WEALTH MANAGEMENT, INC. | MISSOURI CITY | 283998 | $135.3M | 1 | 2026-03-31 | → |
| 413 | HALBERT WEALTH MANAGEMENT, INC. | AUSTIN | 108294 | $211.2M | 5 | 2026-04-30 | → |
| 414 | CUSHING ASSET MANAGEMENT, LP | DALLAS | 131517 | $1.75B | 10 | 2026-03-31 | → |
| 415 | LIFEWAY FINANCIAL CORPORATION | PLANO | 114276 | $358.7M | 5 | 2026-03-31 | → |
| 416 | NEW CAPITAL MANAGEMENT, LP | HOUSTON | 131658 | $533.5M | 5 | 2026-03-31 | → |
| 417 | ASPEN WEALTH MANAGEMENT, LLC | FORT WORTH | 159594 | $657.8M | 9 | 2026-04-30 | → |
| 418 | WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC | ADDISON | 144172 | $228.5M | 3 | 2026-03-31 | → |
| 419 | ENZI WEALTH, LLC | AUSTIN | 315457 | $450.9M | 7 | 2026-03-31 | → |
| 420 | FRUTH INVESTMENT MANAGEMENT | HOUSTON | 107273 | $417.8M | 3 | 2026-03-31 | → |
| 421 | ALONGSIDE, LLC | AUSTIN | 333587 | $878.6M | 3 | 2026-06-30 | → |
| 422 | VIRAGE CAPITAL MANAGEMENT LP | HOUSTON | 167992 | $588.3M | 12 | 2026-03-31 | → |
| 423 | MATTHEW GOFF INVESTMENT ADVISOR, LLC | HOUSTON | 114796 | $674.4M | 4 | 2026-03-31 | → |
| 424 | THE WATCHMAN GROUP, INC. | PLANO | 133690 | $639.7M | 8 | 2026-03-31 | → |
| 425 | AWM FINANCIAL SERVICES INC. | THE WOODLANDS | 144351 | $320.6M | 19 | 2026-03-31 | → |
| 426 | ROOT FINANCIAL PARTNERS, LLC | AUSTIN | 290289 | $2.15B | 65 | 2026-06-30 | → |
| 427 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | FORT WORTH | 115009 | $368.2M | 10 | 2026-03-31 | → |
| 428 | ONE WAY HOLDINGS LLC | FLOWER MOUND | 315934 | $1.81B | 38 | 2026-03-31 | → |
| 429 | FINAMEX ASSET MANAGEMENT, LLC | HOUSTON | 304260 | $113.9M | 4 | 2026-06-30 | → |
| 430 | MIAI, INC. | DALLAS | 111695 | $213.3M | 4 | 2026-01-31 | → |
| 431 | HENRY BRAGG & CO., LLC | HOUSTON | 311388 | $468.7M | 4 | 2026-02-28 | → |
| 432 | FEARLESS SOLUTIONS LLC | SAN ANTONIO | 297599 | $296.4M | 4 | 2026-02-28 | → |
| 433 | NIXON CAPITAL LLC | AUSTIN | 148061 | $389.9M | 2 | 2026-06-30 | → |
| 434 | THE MENARD FINANCIAL GROUP, LLC | HOUSTON | 299404 | $335.3M | 3 | 2026-05-31 | → |
| 435 | FLUENT FINANCIAL, LLC | DALLAS | 170041 | $329.7M | 9 | 2026-04-30 | → |
| 436 | PARADIGM ADVISORS, L.L.C. | DALLAS | 114515 | $136.1M | 4 | 2026-03-31 | → |
| 437 | CENTENNIAL ADVISORS, LLC | AUSTIN | 290778 | $237.3M | 22 | 2026-03-31 | → |
| 438 | EMPIRIC INSTITUTIONAL, LLC | AUSTIN | 164683 | $9.9M | 4 | 2026-02-28 | → |
| 439 | BOX FINANCIAL ADVISORS, LLC | GRAPEVINE | 155623 | $96.9M | 4 | 2026-03-31 | → |
| 440 | NEXADVISORS, LLC | DALLAS | 317477 | $26.1M | 4 | 2026-05-31 | → |
| 441 | HORIZON ADVISORS, LLC | HOUSTON | 114102 | $451.4M | 4 | 2026-03-31 | → |
| 442 | CHRONIM INVESTMENTS INC. | IRVING | 120943 | $228.1M | 4 | 2026-06-30 | → |
| 443 | PLAGENS & TAYLOR WEALTH MANAGEMENT, LLC | SAN ANGELO | 335178 | $318.3M | 6 | 2026-03-31 | → |
| 444 | TRINITY LEGACY PARTNERS, LLC | HOUSTON | 159179 | $521.2M | 7 | 2026-03-31 | → |
| 445 | DOVETAIL WEALTH MANAGEMENT, LLC | TAYLOR | 291068 | $333.1M | 4 | 2026-02-28 | → |
| 446 | MARTIN CAPITAL ADVISORS, LLP | SAN ANTONIO | 108529 | $181.9M | 9 | 2026-02-28 | → |
| 447 | MURRAY INVESTMENT MANAGEMENT, LLC | HOUSTON | 146921 | $159.1M | 2 | 2026-03-31 | → |
| 448 | UPTOWN FINANCIAL ADVISORS LLC | DALLAS | 171401 | $153.8M | 2 | 2026-03-31 | → |
| 449 | MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | DALLAS | 115120 | $663.2M | 7 | 2026-03-31 | → |
| 450 | BECK CAPITAL MANAGEMENT LLC | AUSTIN | 152705 | $562.4M | 9 | 2026-04-30 | → |
| 451 | BRENT FORREST & ASSOCIATES, L.L.C. | SAN ANTONIO | 126266 | $657.1M | 9 | 2026-05-31 | → |
| 452 | WILLIS JOHNSON & ASSOCIATES, INC. | HOUSTON | 119759 | $1.85B | 41 | 2026-04-30 | → |
| 453 | BURFORD BROTHERS, INC. | DALLAS | 306574 | $440.2M | 4 | 2026-06-30 | → |
| 454 | ANKERSTAR WEALTH, LLC | LEANDER | 170819 | $152.5M | 8 | 2026-06-30 | → |
| 455 | FULLCIRCLE WEALTH LLC | MCKINNEY | 166695 | $257.4M | 3 | 2026-03-31 | → |
| 456 | PROVIDENT FINANCIAL PLANNING, LLC | ADDISON | 291830 | $174.2M | 2 | 2026-03-31 | → |
| 457 | TURNER CAPITAL INVESTMENTS, LLC | AUSTIN | 146134 | $107.2M | 4 | 2026-06-30 | → |
| 458 | BISON INVESTMENT ADVISORS, LLC | THE WOODLANDS | 149775 | $157.5M | 4 | 2026-03-31 | → |
| 459 | BROOKLINE WEALTH, LLC | AUSTIN | 322787 | $149.0M | 6 | 2026-03-31 | → |
| 460 | TURNBRIDGE CAPITAL, LLC | LITTLE ELM | 169843 | $241.2M | 3 | 2026-03-31 | → |
| 461 | RWM CAPITAL, LLC | SUGAR LAND | 310635 | $222.4M | 63 | 2026-03-31 | → |
| 462 | BROADMARK ASSET MANAGEMENT LLC | DALLAS | 109422 | $238.4M | 3 | 2026-03-31 | → |
| 463 | SAGE WEALTH PLANNING, LLC | GEORGETOWN | 300747 | $127.0M | 3 | 2026-06-30 | → |
| 464 | HARTMANN TAYLOR WEALTH MANAGEMENT, LLC | DALLAS | 310334 | $254.6M | 5 | 2026-02-28 | → |
| 465 | REDWOOD FAMILY WEALTH LLC | ADDISON | 334013 | $258.5M | 4 | 2026-04-30 | → |
| 466 | PENNEY FINANCIAL, LLC | HOUSTON | 282084 | $303.5M | 3 | 2026-03-31 | → |
| 467 | M & A CONSULTING GROUP, LLC | AUSTIN | 286078 | $155.4M | 3 | 2026-03-31 | → |
| 468 | KM CAPITAL MANAGEMENT, LTD. | AUSTIN | 132887 | $374.4M | 9 | 2026-03-31 | → |
| 469 | MERCANTILE ADVISORS I, LLC | WICHITA FALLS | 165094 | $146.0M | 3 | 2026-04-30 | → |
| 470 | MJR FINANCIAL LLC | AUSTIN | 289923 | $244.7M | 2 | 2026-02-28 | → |
| 471 | GUIDESTONE ADVISORS, LLC | DALLAS | 149624 | $1.96B | 34 | 2026-03-31 | → |
| 472 | THE WEALTH COACH, LLC | SALADO | 144588 | $219.6M | 3 | 2026-02-28 | → |
| 473 | STEGENT EQUITY ADVISORS INC. | HOUSTON | 114518 | $243.7M | 3 | 2026-02-28 | → |
| 474 | PARATUS FINANCIAL, INC. | DALLAS | 133361 | $757.4M | 8 | 2026-03-31 | → |
| 475 | SCHLINDWEIN ASSOCIATES LLC | DALLAS | 109132 | $167.1M | 3 | 2026-06-30 | → |
| 476 | SCHLEGEL DUNN LLC | PLANO | 337990 | $279.1M | 4 | 2026-01-31 | → |
| 477 | BERRY WEALTH GROUP, LP | GRANBURY | 327346 | $274.5M | 6 | 2026-04-30 | → |
| 478 | LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC | LUBBOCK | 144200 | $274.0M | 11 | 2026-06-30 | → |
| 479 | ORSER CAPITAL MANAGEMENT LLC | SOUTHLAKE | 144847 | $289.8M | 2 | 2026-02-28 | → |
| 480 | DREHER INVESTMENT SERVICES, INC. | SAN ANGELO | 114196 | $272.0M | 6 | 2025-03-31 | → |
| 481 | INTEGRA WEALTH ADVISORS, LLC | HOUSTON | 156216 | $117.3M | 3 | 2026-06-30 | → |
| 482 | CERTIFIED FINANCIAL STRATEGIES CORPORATION | DALLAS | 114361 | $133.3M | 2 | 2026-03-31 | → |
| 483 | B&D WHITE CAPITAL COMPANY, LLC | LAKEWAY | 173822 | $925.2M | 7 | 2026-03-31 | → |
| 484 | HARRELL INVESTMENT PARTNERS, LLC | AUSTIN | 299166 | $662.4M | 6 | 2026-02-28 | → |
| 485 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC | AUSTIN | 112641 | $146.6M | 5 | 2026-03-31 | → |
| 486 | SAXON INTERESTS, INC. | HOUSTON | 311687 | $679.1M | 19 | 2026-03-31 | → |
| 487 | INSIGHT WEALTH PARTNERS, LLC | PLANO | 153635 | $1.12B | 16 | 2026-03-31 | → |
| 488 | GRUNDEN FINANCIAL ADVISORY, INC. | DENTON | 111595 | $434.7M | 6 | 2025-03-31 | → |
| 489 | THE CLARUS GROUP, INC. | HOUSTON | 310163 | $1.10B | 14 | 2026-05-31 | → |
| 490 | SMART MONEY GROUP, LLC | EASTLAND | 284187 | $424.3M | 24 | 2026-04-30 | → |
| 491 | REAP FINANCIAL GROUP, LLC | AUSTIN | 144560 | $648.2M | 28 | 2026-03-31 | → |
| 492 | SHELTER WEALTH STRATEGIES, LLC | HOUSTON | 170655 | $144.1M | 9 | 2026-06-30 | → |
| 493 | MGB WEALTH MANAGEMENT, LLC | ADDISON | 307995 | $421.9M | 5 | 2025-03-31 | → |
| 494 | IRONBRIDGE PRIVATE WEALTH, LLC | AUSTIN | 287714 | $379.7M | 6 | 2026-03-31 | → |
| 495 | RENCH WEALTH MANAGEMENT, INC. | DENTON | 159983 | $495.9M | 5 | 2026-03-31 | → |
| 496 | GREEN & DECKERT LLC | LUBBOCK | 299006 | $132.8M | 2 | 2026-03-31 | → |
| 497 | BEACON ADVISORS HOLDINGS, LLC | AUSTIN | 335101 | $459.6M | 4 | 2026-06-30 | → |
| 498 | LEDER FIDUCIARY CAPITAL LLC | BELLAIRE | 285490 | $120.6M | 1 | 2026-04-30 | → |
| 499 | STRATEGIC FINANCIAL PLANNING, INC. | PLANO | 118450 | $220.6M | 3 | 2026-03-31 | → |
| 500 | BRIAUD FINANCIAL PLANNING INC | COLLEGE STATION | 105638 | $912.8M | 16 | 2026-05-31 | → |
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