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 | |
|---|---|---|---|---|---|---|---|
| 1001 | NEXPOINT ADVISORS, L.P. | DALLAS | 163564 | $131.2M | 67 | 2026-03-31 | → |
| 1002 | EQUILIBRIA WEALTH MANAGEMENT, LLC | KATY | 311785 | $130.4M | 3 | 2026-03-31 | → |
| 1003 | MY FINANCIAL AURORA LIMITED LIABILITY COMPANY | AUSTIN | 260786 | $130.0M | 2 | 2026-04-30 | → |
| 1004 | SHEETS SMITH INVESTMENT MANAGEMENT, LLC | HOUSTON | 293992 | $129.7M | 3 | 2025-08-31 | → |
| 1005 | BROADHURST FINANCIAL ADVISORS, INC. | AUSTIN | 132332 | $128.4M | 1 | 2026-06-30 | → |
| 1006 | EVOLUTION INVESTMENT MANAGEMENT LLC | AUSTIN | 324108 | $127.5M | 4 | 2026-05-31 | → |
| 1007 | SAGE WEALTH PLANNING, LLC | GEORGETOWN | 300747 | $127.0M | 3 | 2026-06-30 | → |
| 1008 | PERSONAL MONEY PLANNING, LLC | WICHITA FALLS | 112178 | $126.7M | 5 | 2026-04-30 | → |
| 1009 | SHADOWRIDGE ASSET MANAGEMENT, LLC | AUSTIN | 162066 | $126.7M | 9 | 2026-03-31 | → |
| 1010 | ARTESA FINANCIAL GROUP, LLC | CONROE | 153741 | $126.6M | 4 | 2026-03-31 | → |
| 1011 | KINGWOOD INVESTMENT GROUP, LLC | KINGWOOD | 330330 | $126.5M | 7 | 2026-03-31 | → |
| 1012 | RIA WEALTH ADVISORS, LLC | ROUND ROCK | 312072 | $126.5M | 5 | 2026-03-31 | → |
| 1013 | TRINITY INVESTMENT MANAGEMENT, LLC | FORT WORTH | 133873 | $126.2M | 4 | 2026-04-30 | → |
| 1014 | INTEGRITY ROAD WEALTH PARTNERS LLC | HOUSTON | 333154 | $126.0M | 3 | 2026-04-30 | → |
| 1015 | GARDNER ASSET MANAGEMENT LLC | DALLAS | 114263 | $125.3M | 1 | 2026-05-31 | → |
| 1016 | MASTERPIECE CAPITAL, LLC | AUSTIN | 290075 | $124.9M | 4 | 2026-06-30 | → |
| 1017 | EMERGENT CAPITAL ADVISORS, LLC | HOUSTON | 156112 | $124.1M | 4 | 2026-03-31 | → |
| 1018 | WORTH FINANCIAL GROUP INC. | DALLAS | 13478 | $122.8M | 11 | 2026-04-30 | → |
| 1019 | ENCOMPASS ADVISORY SERVICES, LLC | KATY | 283574 | $121.3M | 14 | 2026-03-31 | → |
| 1020 | LEDER FIDUCIARY CAPITAL LLC | BELLAIRE | 285490 | $120.6M | 1 | 2026-04-30 | → |
| 1021 | GLAZER CAPITAL MANAGEMENT, LLC | RICHARDSON | 139403 | $120.1M | 5 | 2026-06-30 | → |
| 1022 | MTR FINANCIAL SERVICES, LLC | KINGWOOD | 149078 | $119.9M | 1 | 2026-05-31 | → |
| 1023 | LONE STAR INVESTMENT ADVISORS, LLC | DALLAS | 158283 | $119.9M | 4 | 2026-03-31 | → |
| 1024 | L.D. LOWE WEALTH ADVISORY, INC. | RICHARDSON | 136596 | $118.8M | 8 | 2026-03-31 | → |
| 1025 | INTEGRA WEALTH ADVISORS, LLC | HOUSTON | 156216 | $117.3M | 3 | 2026-06-30 | → |
| 1026 | 818 WEALTH, LLC | FORT WORTH | 335975 | $117.1M | 6 | 2026-03-31 | → |
| 1027 | PATHWAY WEALTH MANAGEMENT, LLC | DALLAS | 283774 | $116.0M | 1 | 2026-05-31 | → |
| 1028 | MODERN FINANCIAL PLANNING, LLC | GEORGETOWN | 297193 | $116.0M | 2 | 2026-03-31 | → |
| 1029 | THIRD GEAR CAPITAL MANAGEMENT LP | HOUSTON | 327316 | $115.7M | 3 | 2026-06-30 | → |
| 1030 | LRH CAPITAL ADVISING LLC | DALLAS | 342994 | $113.9M | 1 | 2026-06-30 | → |
| 1031 | FINAMEX ASSET MANAGEMENT, LLC | HOUSTON | 304260 | $113.9M | 4 | 2026-06-30 | → |
| 1032 | GRACE CAPITAL MANAGEMENT, LLC | AUSTIN | 150054 | $108.7M | 5 | 2026-03-31 | → |
| 1033 | DOUBLE EAGLE WEALTH MANAGEMENT LLC | DALLAS | 330398 | $108.6M | 2 | 2026-05-31 | → |
| 1034 | PANTELES ADVISORS, LLC | ARGYLE | 322676 | $108.2M | 4 | 2026-06-30 | → |
| 1035 | TURNER CAPITAL INVESTMENTS, LLC | AUSTIN | 146134 | $107.2M | 4 | 2026-06-30 | → |
| 1036 | BIRNAM WOOD CAPITAL, LLC | DALLAS | 269897 | $106.1M | 2 | 2026-03-31 | → |
| 1037 | LEGACY CHIEF FINANCIAL OFFICE, LLC | SHENANDOAH | 300873 | $105.1M | 3 | 2026-04-30 | → |
| 1038 | CATALYST WEALTH MANAGEMENT LLC | HOUSTON | 329586 | $105.0M | 25 | 2026-06-30 | → |
| 1039 | A SLING & A STONE, INCORPORATED | BURNET | 134943 | $104.6M | 3 | 2026-02-28 | → |
| 1040 | RAILROAD RANCH CAPITAL MANAGEMENT, LP | DALLAS | 282997 | $104.3M | 5 | 2024-12-31 | → |
| 1041 | DHANDHO FUNDS LLC | WEST LAKE HILLS | 283147 | $104.0M | 5 | 2026-03-31 | → |
| 1042 | IRONHORN ADVISORS LLC | AUSTIN | 339425 | $103.0M | 4 | 2026-05-31 | → |
| 1043 | BRAZOS CAPITAL, LLC | AUSTIN | 289749 | $102.5M | 3 | 2026-03-31 | → |
| 1044 | CROWDOUT CAPITAL LLC | AUSTIN | 305018 | $102.4M | 9 | 2026-03-31 | → |
| 1045 | ENDURANCE FINANCIAL PLANNING, LLC | MCALLEN | 305583 | $101.8M | 4 | 2026-06-30 | → |
| 1046 | CAZ GP STAKES ADVISER LLC | HOUSTON | 338168 | $99.0M | 83 | 2026-03-31 | → |
| 1047 | BEYOND GLOBAL MANAGEMENT, LLC | HOUSTON | 316510 | $97.4M | 15 | 2025-05-31 | → |
| 1048 | BOX FINANCIAL ADVISORS, LLC | GRAPEVINE | 155623 | $96.9M | 4 | 2026-03-31 | → |
| 1049 | NEXPOINT INSURANCE SOLUTIONS, L.P. | DALLAS | 301997 | $95.7M | 4 | 2026-06-30 | → |
| 1050 | BASA RESOURCES, INC. | DALLAS | 290034 | $95.7M | 14 | 2026-03-31 | → |
| 1051 | BURKE WEALTH MANAGEMENT, LLC | HOUSTON | 305840 | $95.2M | 3 | 2026-04-30 | → |
| 1052 | STRANBERG CAPITAL LLC | SOUTHLAKE | 114581 | $95.2M | 2 | 2025-02-28 | → |
| 1053 | ABRAHAM TRADING, LP | CANADIAN | 315318 | $94.9M | 7 | 2026-03-31 | → |
| 1054 | SADDOCK WEALTH, LLC | DALLAS | 161568 | $94.3M | 9 | 2026-03-31 | → |
| 1055 | EFS ASSET MANAGEMENT LLC | DALLAS | 106184 | $70.0M | 1 | 2026-06-30 | → |
| 1056 | LANTERN ASSET MANAGEMENT, L.P. | DALLAS | 281723 | $68.0M | 13 | 2024-12-31 | → |
| 1057 | EMPIRIC ADVISORS, INC. | AUSTIN | 108425 | $64.7M | 3 | 2026-02-28 | → |
| 1058 | LONGHORN CAPITAL PARTNERS, L.P. | FORT WORTH | 329221 | $63.6M | 2 | 2026-04-30 | → |
| 1059 | SALIENT ADVISORS, L.P. | DALLAS | 122833 | $61.8M | 95 | 2026-03-31 | → |
| 1060 | ALIGN FINANCIAL ADVISORS, LLC | MCKINNEY | 333905 | $61.1M | 3 | 2025-07-31 | → |
| 1061 | MESSINA WEALTH MANAGEMENT, LLC | DALLAS | 332216 | $60.9M | 2 | 2025-06-30 | → |
| 1062 | PHILLIPS RAY CAPITAL MANAGEMENT, INC. | FORT WORTH | 114408 | $59.5M | 1 | 2025-07-31 | → |
| 1063 | RANGER ALTERNATIVE MANAGEMENT, L.P. | DALLAS | 145543 | $54.5M | 11 | 2026-03-31 | → |
| 1064 | FAMILY DYNASTY ADVISORS LLC | LUBBOCK | 297082 | $52.3M | 3 | 2026-02-28 | → |
| 1065 | SOUTHWESTERN MONEY MANAGEMENT LLC | SAN ANTONIO | 304033 | $48.3M | 3 | 2026-03-31 | → |
| 1066 | TABERNACLE EQUITY MANAGEMENT LLC | SOUTHLAKE | 336248 | $41.5M | 8 | 2026-03-31 | → |
| 1067 | II TECHNOLOGY, LLC | AUSTIN | 282760 | $40.5M | 2 | 2026-03-31 | → |
| 1068 | MONTROSE ESTATE CAPITAL MANAGEMENT, LLC | HOUSTON | 324497 | $40.0M | 1 | 2026-03-31 | → |
| 1069 | ACRUENCE CAPITAL, LLC | DALLAS | 305482 | $37.4M | 1 | 2026-06-30 | → |
| 1070 | GURUFOCUS INVESTMENTS, LLC | PLANO | 316414 | $35.8M | 1 | 2026-03-31 | → |
| 1071 | GAVLTD INTERNATIONAL CORPORATION | EL PASO | 314687 | $34.3M | 2 | 2026-03-31 | → |
| 1072 | SARMAYA PARTNERS, LLC | SAN ANTONIO | 330100 | $33.0M | 6 | 2026-02-28 | → |
| 1073 | OAKVIEW CAPITAL MANAGEMENT, L.P. | DALLAS | 144877 | $29.6M | 1 | 2025-10-31 | → |
| 1074 | MARCADO ASSET MANAGEMENT LLC | SAN ANTONIO | 289136 | $26.8M | 3 | 2025-11-30 | → |
| 1075 | NEXADVISORS, LLC | DALLAS | 317477 | $26.1M | 4 | 2026-05-31 | → |
| 1076 | K-WM LLC | LUFKIN | 174569 | $24.0M | 6 | 2025-07-31 | → |
| 1077 | ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. | SUGAR LAND | 127140 | $23.5M | 4 | 2026-03-31 | → |
| 1078 | CUMBERLAND HILL CAPITAL MANAGEMENT LLC | DALLAS | 142227 | $18.1M | 2 | 2026-03-31 | → |
| 1079 | ADVISORS CRYPTO, INC. | AUSTIN | 109201 | $11.2M | 2 | 2026-03-31 | → |
| 1080 | EVERKEY FINANCIAL LLC | KATY | 325189 | $10.6M | 1 | 2026-03-31 | → |
| 1081 | EMPIRIC INSTITUTIONAL, LLC | AUSTIN | 164683 | $9.9M | 4 | 2026-02-28 | → |
| 1082 | PECUSAVVY FINANCIAL, LLC | EL PASO | 339768 | $9.1M | 1 | 2026-06-30 | → |
| 1083 | PRECEPT MANAGEMENT, LLC | DALLAS | 114671 | $5.4M | 3 | 2026-03-31 | → |
| 1084 | SANJAC ALPHA LP | HOUSTON | 329302 | $5.3M | 6 | 2026-03-31 | → |
| 1085 | SAVE ADVISERS LLC | HOUSTON | 306053 | $3.5M | 7 | 2026-04-30 | → |
| 1086 | FOUNDER ETFS LLC | DALLAS | 335174 | $2.9M | 1 | 2026-05-31 | → |
| 1087 | STONE WALL FINANCIAL GROUP LLC | SAN ANTONIO | 327726 | $2.0M | 1 | 2025-09-30 | → |
| 1088 | PRAESTANTIA CAPITAL, LLC | SAN ANTONIO | 334865 | $1.8M | 1 | 2025-12-31 | → |
| 1089 | BRANSON FOWLKES RUSSELL INC | HOUSTON | 107656 | $1.6M | 6 | 2026-03-31 | → |
| 1090 | BBAE ADVISORS LLC | PLANO | 269900 | $1.2M | 3 | 2026-03-31 | → |
| 1091 | RIA GLOBAL RESEARCH, LLC | HOUSTON | 332608 | $928,433 | 2 | 2026-05-31 | → |
| 1092 | FORTUNA FUNDS, LLC | DALLAS | 333660 | $915,035 | 2 | 2026-01-31 | → |
| 1093 | FUNDIFY ADVISORS LLC | AUSTIN | 319004 | $888,512 | 6 | 2026-03-31 | → |
| 1094 | TROVE INVESTMENT ADVISORS LLC | DALLAS | 306904 | $387,586 | 1 | 2026-06-30 | → |
| 1095 | UNIFIMONEY RIA QOZB, LLC | AUSTIN | 328842 | $314,000 | 5 | 2026-04-30 | → |
| 1096 | L & B REALTY ADVISORS, LLP | DALLAS | 136654 | $218,557 | 70 | 2026-03-31 | → |
| 1097 | BANORTE VENTURES LTD. | HOUSTON | 335283 | $52,430 | 26 | 2026-05-31 | → |
| 1098 | REWBIX AI INVESTMENTS LLC | AUSTIN | 326608 | $20,000 | 1 | 2026-04-30 | → |
| 1099 | WEALTHDOOR ASSET MANAGEMENT LLC | SUGAR LAND | 336825 | $7,067 | 4 | 2026-03-31 | → |
| 1100 | ATHENA ADVISORY RIA, LLC | AUSTIN | 328227 | $2,000 | 10 | 2025-03-31 | → |
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