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 | |
|---|---|---|---|---|---|---|---|
| 501 | STOREHOUSE FINANCIAL LLC | FORT WORTH | 140738 | $240.4M | 6 | 2026-03-31 | → |
| 502 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | LEWISVILLE | 284677 | $176.6M | 6 | 2026-06-30 | → |
| 503 | STRATA WEALTH ADVISORS, LLC | DALLAS | 285973 | $886.1M | 14 | 2026-04-30 | → |
| 504 | FULLER WEALTH MANAGEMENT, LLC | DALLAS | 281767 | $707.8M | 9 | 2025-01-31 | → |
| 505 | UPTICK PARTNERS, LLC | NACOGDOCHES | 324250 | $688.1M | 7 | 2026-03-31 | → |
| 506 | CAIN, WATTERS & ASSOCIATES, LLC | FRISCO | 111521 | $5.04B | 341 | 2026-06-30 | → |
| 507 | VERUS CAPITAL VENTURES, INC. | SUGAR LAND | 315153 | $158.7M | 8 | 2026-03-31 | → |
| 508 | KANOS CAPITAL MANAGEMENT, LLC | HOUSTON | 128395 | $133.2M | 3 | 2026-04-30 | → |
| 509 | DALAL STREET, LLC | WEST LAKE HILLS | 161471 | $936.3M | 3 | 2026-03-31 | → |
| 510 | EQUILIBRIA WEALTH MANAGEMENT, LLC | KATY | 311785 | $130.4M | 3 | 2026-03-31 | → |
| 511 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | THE WOODLANDS | 332184 | $273.4M | 3 | 2026-03-31 | → |
| 512 | CORNERMEN FINANCIAL, LLC | SAN ANTONIO | 323179 | $172.7M | 4 | 2026-03-31 | → |
| 513 | ENCOMPASS ADVISORY SERVICES, LLC | KATY | 283574 | $121.3M | 14 | 2026-03-31 | → |
| 514 | BLACK BARN FINANCIAL, LLC | AUSTIN | 170885 | $164.6M | 6 | 2026-04-30 | → |
| 515 | IAS WEALTH MANAGEMENT, INC. | THE WOODLANDS | 112486 | $549.0M | 8 | 2026-03-31 | → |
| 516 | FULCRUM EQUITY MANAGEMENT, LLC | PLANO | 159099 | $192.8M | 4 | 2026-06-30 | → |
| 517 | MESSINA WEALTH MANAGEMENT, LLC | DALLAS | 332216 | $60.9M | 2 | 2025-06-30 | → |
| 518 | KINGSTONE CAPITAL PARTNERS TEXAS, LLC | FRISCO | 281593 | $182.3M | 8 | 2026-04-30 | → |
| 519 | PLANNING WORKS ADVISORY, INC. | AUSTIN | 317834 | $199.8M | 4 | 2026-02-28 | → |
| 520 | CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC | DALLAS | 162673 | $139.3M | 2 | 2026-05-31 | → |
| 521 | BIRD ROCK ASSET MANAGEMENT, LP. | AUSTIN | 138872 | $146.3M | 6 | 2026-03-31 | → |
| 522 | DALE BUCKNER, INC. | AMARILLO | 116342 | $167.5M | 3 | 2025-04-30 | → |
| 523 | STRATEGY, INC. | LUBBOCK | 290104 | $142.4M | 5 | 2026-02-28 | → |
| 524 | BLUM FINANCIAL, LP | RICHARDSON | 149134 | $208.6M | 6 | 2026-03-31 | → |
| 525 | CHARIS LEGACY PARTNERS, LLC | BRYAN | 311968 | $132.7M | 1 | 2026-05-31 | → |
| 526 | FORTITER WEALTH MANAGEMENT, LLC | HOUSTON | 169577 | $379.9M | 4 | 2026-04-30 | → |
| 527 | PRAESTANTIA CAPITAL, LLC | SAN ANTONIO | 334865 | $1.8M | 1 | 2025-12-31 | → |
| 528 | K-WM LLC | LUFKIN | 174569 | $24.0M | 6 | 2025-07-31 | → |
| 529 | FAMILY DYNASTY ADVISORS LLC | LUBBOCK | 297082 | $52.3M | 3 | 2026-02-28 | → |
| 530 | SOLUTIONS 4 WEALTH, LTD | SOUTHLAKE | 143248 | $189.4M | 5 | 2026-03-31 | → |
| 531 | COLLECTIVE WEALTH ADVISORS LLC | COPPELL | 289157 | $157.0M | 7 | 2026-03-31 | → |
| 532 | STRATEGIC WEALTH MANAGEMENT, LLC | BEDFORD | 171908 | $157.8M | 4 | 2026-03-31 | → |
| 533 | QUOTIENT WEALTH PARTNERS, LLC | DALLAS | 326819 | $4.61B | 60 | 2026-04-30 | → |
| 534 | WATERWAY WEALTH MANAGEMENT, L.L.C. | THE WOODLANDS | 164975 | $675.8M | 11 | 2026-04-30 | → |
| 535 | AVID WEALTH PARTNERS, LLC | SAN ANTONIO | 323124 | $298.5M | 8 | 2026-05-31 | → |
| 536 | 818 WEALTH, LLC | FORT WORTH | 335975 | $117.1M | 6 | 2026-03-31 | → |
| 537 | SHELTON WEALTH MANAGEMENT, LLC | FORT WORTH | 312686 | $364.5M | 4 | 2026-03-31 | → |
| 538 | VALUED RETIREMENTS, INC. | HOUSTON | 114236 | $190.1M | 4 | 2026-04-30 | → |
| 539 | CLEAR TRAIL ADVISORS, LLC | HOUSTON | 337595 | $803.1M | 7 | 2026-02-28 | → |
| 540 | CRESTMONT PRIVATE WEALTH LLC | BOERNE | 304170 | $363.0M | 5 | 2026-03-31 | → |
| 541 | ROTH FINANCIAL PARTNERS LLC | KINGWOOD | 309814 | $460.1M | 4 | 2026-02-28 | → |
| 542 | KINGWOOD INVESTMENT GROUP, LLC | KINGWOOD | 330330 | $126.5M | 7 | 2026-03-31 | → |
| 543 | 9823 CAPITAL, LP | DALLAS | 324329 | $677.1M | 6 | 2026-03-31 | → |
| 544 | LAKE HILLS WEALTH MANAGEMENT, LLC | AUSTIN | 286175 | $206.9M | 4 | 2026-02-28 | → |
| 545 | SHADOWRIDGE ASSET MANAGEMENT, LLC | AUSTIN | 162066 | $126.7M | 9 | 2026-03-31 | → |
| 546 | PROTA FINANCIAL, LLC | HOUSTON | 283776 | $270.4M | 13 | 2026-02-28 | → |
| 547 | TROVE INVESTMENT ADVISORS LLC | DALLAS | 306904 | $387,586 | 1 | 2026-06-30 | → |
| 548 | WHITE WING WEALTH MANAGEMENT, LLC | THE WOODLANDS | 226524 | $182.8M | 5 | 2026-04-30 | → |
| 549 | ENDURANCE FINANCIAL PLANNING, LLC | MCALLEN | 305583 | $101.8M | 4 | 2026-06-30 | → |
| 550 | J.K. FINANCIAL, INC. | DALLAS | 114929 | $195.8M | 3 | 2026-02-28 | → |
| 551 | ALIGN FINANCIAL ADVISORS, LLC | MCKINNEY | 333905 | $61.1M | 3 | 2025-07-31 | → |
| 552 | HACKETT FINANCIAL GROUP, LLC | WIMBERLEY | 141656 | $159.1M | 7 | 2026-02-28 | → |
| 553 | CARLIN WEALTH MANAGEMENT GROUP, LLC | AUSTIN | 325306 | $240.9M | 4 | 2026-03-31 | → |
| 554 | NEXPOINT INSURANCE SOLUTIONS, L.P. | DALLAS | 301997 | $95.7M | 4 | 2026-06-30 | → |
| 555 | FOREFRONT WEALTH PARTNERS, LLC | AUSTIN | 308521 | $239.8M | 15 | 2026-05-31 | → |
| 556 | STRATEGIC ADVISORY SERVICES, L.L.C. | HOUSTON | 108706 | $184.9M | 5 | 2026-03-31 | → |
| 557 | RIVERCHASE WEALTH MANAGEMENT, LLC | FLOWER MOUND | 156950 | $251.5M | 5 | 2026-04-30 | → |
| 558 | TERRAFORM WEALTH, LLC | HOUSTON | 325530 | $207.5M | 2 | 2026-03-31 | → |
| 559 | CLEAR SKY FINANCIAL, LP | PROSPER | 298551 | $140.6M | 3 | 2026-03-31 | → |
| 560 | PRECEDENT WEALTH PARTNERS, LLC | HOUSTON | 325203 | $685.0M | 12 | 2026-03-31 | → |
| 561 | SUCCESSION FINANCIAL, INC. | MCKINNEY | 336434 | $210.3M | 6 | 2026-04-30 | → |
| 562 | INTEGRATED WEALTH STRATEGIES, LLC | AUSTIN | 155254 | $151.7M | 7 | 2026-03-31 | → |
| 563 | GARDNER ASSET MANAGEMENT LLC | DALLAS | 114263 | $125.3M | 1 | 2026-05-31 | → |
| 564 | WORTH ASSET MANAGEMENT, LLC | DALLAS | 166970 | $288.2M | 12 | 2026-04-30 | → |
| 565 | REVERE ASSET MANAGEMENT, INC. | ALLEN | 152881 | $407.9M | 7 | 2026-02-28 | → |
| 566 | POSITION WEALTH LLC | THE WOODLANDS | 325116 | $242.1M | 3 | 2026-01-31 | → |
| 567 | POINT BRIDGE CAPITAL, LLC | FORT WORTH | 168071 | $419.7M | 2 | 2026-03-31 | → |
| 568 | AVONDALE WEALTH MANAGEMENT LLC | WEST LAKE HILLS | 152590 | $326.7M | 7 | 2026-04-30 | → |
| 569 | OPTIMA ASSET MANAGEMENT INC | DALLAS | 106095 | $657.4M | 2 | 2026-02-28 | → |
| 570 | PIVOT POINT ADVISORS, LLC | BELLAIRE | 130562 | $141.7M | 3 | 2026-02-28 | → |
| 571 | LIVE OAK INVESTMENT PARTNERS, LLC | AUSTIN | 304406 | $266.4M | 4 | 2026-06-30 | → |
| 572 | FORTHRIGHT FAMILY WEALTH ADVISORY LLC | HOUSTON | 304547 | $191.2M | 2 | 2026-03-31 | → |
| 573 | WAVE WEALTH MANAGEMENT, LLC | FRISCO | 285079 | $134.2M | 2 | 2026-02-28 | → |
Related Lists
Sleeve573 firms · 2026-06-30