Research Report · 2026-06-30
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
1,102
Total AUM
$4.66T
Median AUM
$464.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | QMP MANAGEMENT, LLC | DALLAS | 285478 | $174.3M | 4 | 2026-04-30 | → |
| 902 | ATX FINANCIAL PLANNING, LLC | AUSTIN | 311589 | $174.3M | 4 | 2026-03-31 | → |
| 903 | PROVIDENT FINANCIAL PLANNING, LLC | ADDISON | 291830 | $174.2M | 2 | 2026-03-31 | → |
| 904 | JAYKAY WEALTH ADVISORS, INC. | HOUSTON | 170192 | $173.8M | 6 | 2026-04-30 | → |
| 905 | TEAKWOOD MANAGEMENT, LLC | DALLAS | 161876 | $173.0M | 8 | 2024-12-31 | → |
| 906 | CORNERMEN FINANCIAL, LLC | SAN ANTONIO | 323179 | $172.7M | 4 | 2026-03-31 | → |
| 907 | VANNOY ADVISORY GROUP, INC. | AUSTIN | 145806 | $172.4M | 2 | 2026-05-31 | → |
| 908 | ARGENT WEALTH MANAGEMENT, INC. | ROUND ROCK | 135376 | $172.4M | 1 | 2026-03-31 | → |
| 909 | MANDALAY FINANCIAL, L.L.C. | BELLAIRE | 113848 | $171.5M | 3 | 2026-03-31 | → |
| 910 | PROPHET EQUITY MANAGEMENT II LLC | SOUTHLAKE | 170614 | $171.4M | 8 | 2026-03-31 | → |
| 911 | CAIN CAPITAL L.L.C. | DALLAS | 113592 | $171.2M | 4 | 2026-02-28 | → |
| 912 | RWR INVESTMENTS LLC | DALLAS | 157966 | $170.9M | 4 | 2026-05-31 | → |
| 913 | JOSEPH ADVISORY SERVICES, LLC | EL PASO | 324475 | $170.9M | 1 | 2026-03-31 | → |
| 914 | FOCUS 401 (K) GROUP, LLC | ADDISON | 172217 | $169.9M | 2 | 2026-01-31 | → |
| 915 | DDELTA REAL ESTATE INVESTMENTS INC. | AUSTIN | 326662 | $169.6M | 9 | 2026-03-31 | → |
| 916 | ECP INVESTMENT ADVISORS LLC | DALLAS | 284686 | $167.7M | 11 | 2026-03-31 | → |
| 917 | DALE BUCKNER, INC. | AMARILLO | 116342 | $167.5M | 3 | 2025-04-30 | → |
| 918 | SOUTH TEXAS CAPITAL ADVISORS, LLC | NEW BRAUNFELS | 283773 | $167.2M | 2 | 2026-06-30 | → |
| 919 | SCHLINDWEIN ASSOCIATES LLC | DALLAS | 109132 | $167.1M | 3 | 2026-06-30 | → |
| 920 | GREENBELT INVESTMENT ADVISORS, LLC | ROUND ROCK | 155704 | $167.0M | 5 | 2026-02-28 | → |
| 921 | SKYBOUND WEALTH MANAGEMENT USA, LLC | HOUSTON | 313358 | $166.5M | 6 | 2026-03-31 | → |
| 922 | REDSWAN PC, INC | HOUSTON | 307278 | $165.3M | 8 | 2026-03-31 | → |
| 923 | WOMACK FINANCIAL LLC | DALLAS | 174873 | $164.7M | 3 | 2026-05-31 | → |
| 924 | BLACK BARN FINANCIAL, LLC | AUSTIN | 170885 | $164.6M | 6 | 2026-04-30 | → |
| 925 | PEREA CAPITAL, LLC | HOUSTON | 171657 | $164.2M | 1 | 2026-06-30 | → |
| 926 | THIRTEEN TWENTY-TWO ADVISORS, LLC | FORT WORTH | 339326 | $163.5M | 6 | 2026-05-31 | → |
| 927 | MAPLE PARK CAPITAL PARTNERS MANAGEMENT, LP | DALLAS | 335335 | $162.2M | 8 | 2026-05-31 | → |
| 928 | IRONOAK WEALTH LLC | CEDAR PARK | 306403 | $162.0M | 6 | 2026-06-30 | → |
| 929 | ENCORE GLOBAL MANAGEMENT LP | HOUSTON | 336829 | $160.2M | 2 | 2026-03-31 | → |
| 930 | SPECTRUM ADVISORS, INC. | PLANO | 114805 | $160.0M | 9 | 2026-03-31 | → |
| 931 | MURRAY INVESTMENT MANAGEMENT, LLC | HOUSTON | 146921 | $159.1M | 2 | 2026-03-31 | → |
| 932 | HACKETT FINANCIAL GROUP, LLC | WIMBERLEY | 141656 | $159.1M | 7 | 2026-02-28 | → |
| 933 | GRAYSTREET CAPITAL MANAGEMENT, LLC | SAN ANTONIO | 334967 | $159.0M | 7 | 2026-03-31 | → |
| 934 | VERUS CAPITAL VENTURES, INC. | SUGAR LAND | 315153 | $158.7M | 8 | 2026-03-31 | → |
| 935 | SCHERER FINANCIAL ADVISORY SERVICES, LLC | DALLAS | 317435 | $158.3M | 5 | 2026-05-31 | → |
| 936 | STRATEGIC WEALTH MANAGEMENT, LLC | BEDFORD | 171908 | $157.8M | 4 | 2026-03-31 | → |
| 937 | BISON INVESTMENT ADVISORS, LLC | THE WOODLANDS | 149775 | $157.5M | 4 | 2026-03-31 | → |
| 938 | COLLECTIVE WEALTH ADVISORS LLC | COPPELL | 289157 | $157.0M | 7 | 2026-03-31 | → |
| 939 | SALLYPORT PARTNERS INVESTMENT MANAGER, LLC | HOUSTON | 327533 | $156.7M | 6 | 2026-03-31 | → |
| 940 | JTS FUND ADVISORS, LLC | WACO | 283677 | $156.4M | 11 | 2026-03-31 | → |
| 941 | GAME PLAN ADVISORS, INC. | CONROE | 114641 | $156.0M | 2 | 2026-02-28 | → |
| 942 | TEAM HAYS INC. | DENTON | 324992 | $156.0M | 6 | 2026-04-30 | → |
| 943 | PHOENIX CAPITAL REALTY ADVISORS, LLC | ADDISON | 161129 | $155.8M | 19 | 2026-03-31 | → |
| 944 | LIVE OAK WEALTH ADVISORY GROUP, LLC | HOUSTON | 154962 | $155.5M | 6 | 2026-06-30 | → |
| 945 | M & A CONSULTING GROUP, LLC | AUSTIN | 286078 | $155.4M | 3 | 2026-03-31 | → |
| 946 | TECTONIC CAPITAL ADVISORS, LLC | HOUSTON | 339604 | $154.4M | 3 | 2026-03-31 | → |
| 947 | UPTOWN FINANCIAL ADVISORS LLC | DALLAS | 171401 | $153.8M | 2 | 2026-03-31 | → |
| 948 | S & S WEALTH MANAGEMENT, L.P. | GRAND PRAIRIE | 130652 | $153.8M | 3 | 2026-04-30 | → |
| 949 | APPLEWHITE FINANCIAL PLANNING, PLLC | DALLAS | 169799 | $153.1M | 2 | 2026-03-31 | → |
| 950 | ANKERSTAR WEALTH, LLC | LEANDER | 170819 | $152.5M | 8 | 2026-06-30 | → |
| 951 | PORTFOLIO MANAGEMENT, LLC | AUSTIN | 107129 | $151.9M | 3 | 2026-03-31 | → |
| 952 | INTEGRATED WEALTH STRATEGIES, LLC | AUSTIN | 155254 | $151.7M | 7 | 2026-03-31 | → |
| 953 | PUREWATER CAPITAL, LLC | FORT WORTH | 166154 | $149.5M | 5 | 2026-04-30 | → |
| 954 | PEAK AMERICAN INVESTMENT ADVISORS, INC. | PLANO | 145056 | $149.0M | 10 | 2026-06-30 | → |
| 955 | BROOKLINE WEALTH, LLC | AUSTIN | 322787 | $149.0M | 6 | 2026-03-31 | → |
| 956 | SONNET, LLC | SPRING | 282882 | $148.4M | 4 | 2026-03-31 | → |
| 957 | PRESTIGE WEALTH MANAGEMENT, INC. | SOUTHLAKE | 336264 | $148.4M | 9 | 2026-06-30 | → |
| 958 | STAVIS WEALTH TRANSFER SOLUTIONS, LLC | HOUSTON | 328185 | $148.1M | 6 | 2026-03-31 | → |
| 959 | AWH CAPITAL, L.P. | DALLAS | 146740 | $147.6M | 3 | 2026-03-31 | → |
| 960 | CHUNG WU INVESTMENT GROUP, LLC | SUGAR LAND | 170362 | $147.5M | 2 | 2026-04-30 | → |
| 961 | MONEY MANAGERS, INC. | SAN ANTONIO | 104529 | $146.6M | 5 | 2026-04-30 | → |
| 962 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC | AUSTIN | 112641 | $146.6M | 5 | 2026-03-31 | → |
| 963 | FORT ADVISORS INC | AUSTIN | 299243 | $146.3M | 3 | 2026-03-31 | → |
| 964 | BIRD ROCK ASSET MANAGEMENT, LP. | AUSTIN | 138872 | $146.3M | 6 | 2026-03-31 | → |
| 965 | MERCANTILE ADVISORS I, LLC | WICHITA FALLS | 165094 | $146.0M | 3 | 2026-04-30 | → |
| 966 | BFI WEALTH SOLUTIONS, LLC | DALLAS | 319185 | $145.0M | 1 | 2026-03-31 | → |
| 967 | WINNACLE WEALTH, LLC | WACO | 317181 | $145.0M | 6 | 2026-05-31 | → |
| 968 | CSL CAPITAL MANAGEMENT, L.P. | HOUSTON | 158340 | $144.8M | 8 | 2026-03-31 | → |
| 969 | PARAGON JV PARTNERS, LLC | DALLAS | 163264 | $144.7M | 6 | 2025-03-31 | → |
| 970 | AVIATOR FINANCIAL CONSULTING LLC | MONTGOMERY | 307799 | $144.1M | 4 | 2026-03-31 | → |
| 971 | SHELTER WEALTH STRATEGIES, LLC | HOUSTON | 170655 | $144.1M | 9 | 2026-06-30 | → |
| 972 | PMG FAMILY OFFICE, LLC | PLANO | 312154 | $144.0M | 2 | 2026-06-30 | → |
| 973 | GSV ASSET MANAGEMENT, LLC | DALLAS | 154664 | $143.4M | 3 | 2026-04-30 | → |
| 974 | KOPION ASSET MANAGEMENT, LLC | MCKINNEY | 152693 | $142.6M | 2 | 2026-02-28 | → |
| 975 | STRATEGY, INC. | LUBBOCK | 290104 | $142.4M | 5 | 2026-02-28 | → |
| 976 | PIVOT POINT ADVISORS, LLC | BELLAIRE | 130562 | $141.7M | 3 | 2026-02-28 | → |
| 977 | STABILITY PARTNERS ADVISORY GROUP, LLC | SPRING | 165880 | $140.9M | 3 | 2026-06-30 | → |
| 978 | CLEAR SKY FINANCIAL, LP | PROSPER | 298551 | $140.6M | 3 | 2026-03-31 | → |
| 979 | FLAGSHIP INVESTMENT MANAGEMENT LLC | HOUSTON | 332788 | $140.0M | 12 | 2026-04-30 | → |
| 980 | ALTERIS CAPITAL PARTNERS, LLC | HOUSTON | 335079 | $139.5M | 3 | 2026-03-31 | → |
| 981 | BRAESIDE INVESTMENTS, LLC | DALLAS | 131184 | $139.4M | 3 | 2026-03-31 | → |
| 982 | CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC | DALLAS | 162673 | $139.3M | 2 | 2026-05-31 | → |
| 983 | REVERE CAPITAL MANAGEMENT LP | DALLAS | 306662 | $138.7M | 29 | 2026-03-31 | → |
| 984 | TKC WEALTH MANAGEMENT LLC | DALLAS | 158498 | $138.6M | 6 | 2026-03-31 | → |
| 985 | EUBANK, HUTSON & ASSOCIATES, LLC | PLANO | 226519 | $137.7M | 2 | 2026-02-28 | → |
| 986 | STRATEGIC PORTFOLIO SOLUTIONS, LLC | DALLAS | 156374 | $136.2M | 5 | 2026-03-31 | → |
| 987 | PARADIGM ADVISORS, L.L.C. | DALLAS | 114515 | $136.1M | 4 | 2026-03-31 | → |
| 988 | ALLEGRO MINERAL PARTNERS LLC | HOUSTON | 324740 | $135.3M | 17 | 2026-05-31 | → |
| 989 | FOGARTY WEALTH MANAGEMENT, INC. | MISSOURI CITY | 283998 | $135.3M | 1 | 2026-03-31 | → |
| 990 | STONEBRIDGE WEALTH MANAGEMENT, LLC | FRISCO | 146775 | $134.6M | 1 | 2026-02-28 | → |
| 991 | WAVE WEALTH MANAGEMENT, LLC | FRISCO | 285079 | $134.2M | 2 | 2026-02-28 | → |
| 992 | S & D FINANCIAL, L.L.C. | SAN ANTONIO | 332415 | $134.2M | 15 | 2026-05-31 | → |
| 993 | CERTIFIED FINANCIAL STRATEGIES CORPORATION | DALLAS | 114361 | $133.3M | 2 | 2026-03-31 | → |
| 994 | DOUBLE EAGLE CAPITAL MANAGEMENT LP | SOUTHLAKE | 135522 | $133.2M | 2 | 2026-03-31 | → |
| 995 | KANOS CAPITAL MANAGEMENT, LLC | HOUSTON | 128395 | $133.2M | 3 | 2026-04-30 | → |
| 996 | BLACKGOLD CAPITAL MANAGEMENT LP | HOUSTON | 139804 | $133.0M | 4 | 2026-04-30 | → |
| 997 | GREEN & DECKERT LLC | LUBBOCK | 299006 | $132.8M | 2 | 2026-03-31 | → |
| 998 | CHARIS LEGACY PARTNERS, LLC | BRYAN | 311968 | $132.7M | 1 | 2026-05-31 | → |
| 999 | USCA ASSET MANAGEMENT LLC | HOUSTON | 137045 | $132.1M | 6 | 2026-04-30 | → |
| 1000 | PMV CAPITAL ADVISERS, LLC | DALLAS | 308010 | $132.0M | 4 | 2026-03-31 | → |
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