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 | |
|---|---|---|---|---|---|---|---|
| 501 | NEWSTONE CAPITAL PARTNERS, LLC | DALLAS | 161068 | $544.5M | 8 | 2026-03-31 | → |
| 502 | CIBOLO ENERGY PARTNERS, LLC | HOUSTON | 287596 | $541.5M | 10 | 2026-03-31 | → |
| 503 | CAZ INVESTMENTS REGISTERED ADVISER LLC | HOUSTON | 327614 | $540.6M | 83 | 2026-03-31 | → |
| 504 | AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC | DALLAS | 297526 | $537.3M | 128 | 2026-03-31 | → |
| 505 | BP CAPITAL ENERGY ADVISORS, LLC | DALLAS | 167087 | $537.2M | 9 | 2026-03-31 | → |
| 506 | JUNIPER CAPITAL ADVISORS, L.P. | HOUSTON | 173612 | $535.4M | 13 | 2026-03-31 | → |
| 507 | PEIRCE CAPITAL MANAGEMENT, LLC | THE WOODLANDS | 142654 | $534.1M | 5 | 2026-03-31 | → |
| 508 | NEW CAPITAL MANAGEMENT, LP | HOUSTON | 131658 | $533.5M | 5 | 2026-03-31 | → |
| 509 | SKY ISLAND CAPITAL LP | DALLAS | 305087 | $533.5M | 14 | 2026-03-31 | → |
| 510 | EIGHT 31 FINANCIAL, LLC | MIDLAND | 327632 | $532.4M | 5 | 2026-03-31 | → |
| 511 | TITAN RETIREMENT ADVISORS LLC | FULSHEAR | 166359 | $531.0M | 2 | 2026-03-31 | → |
| 512 | TRINITY PORTFOLIO ADVISORS, LLC | SOUTHLAKE | 151721 | $530.5M | 13 | 2026-03-31 | → |
| 513 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | AUSTIN | 144008 | $523.4M | 5 | 2025-12-31 | → |
| 514 | TRINITY LEGACY PARTNERS, LLC | HOUSTON | 159179 | $521.2M | 7 | 2026-03-31 | → |
| 515 | DEAN, JACOBSON FINANCIAL SERVICES, LLC | FORT WORTH | 115879 | $519.4M | 8 | 2026-03-31 | → |
| 516 | SIX COLUMNS CAPITAL, LP | DALLAS | 306039 | $518.8M | 5 | 2024-12-31 | → |
| 517 | SUMMIT HOUSE CAPITAL MANAGEMENT, LLC | DALLAS | 306823 | $518.7M | 9 | 2026-04-30 | → |
| 518 | HAVEN WEALTH GROUP LLC | HOUSTON | 148099 | $514.8M | 11 | 2026-02-28 | → |
| 519 | BROADWING CAPITAL MANAGEMENT LLC | DALLAS | 328881 | $513.1M | 11 | 2026-03-31 | → |
| 520 | LEO WEALTH AMERICAS, LLC | HURST | 338799 | $512.3M | 21 | 2026-06-30 | → |
| 521 | OWNER RESOURCE GROUP, LLC | AUSTIN | 164028 | $511.1M | 16 | 2026-04-30 | → |
| 522 | HFG WEALTH MANAGEMENT, LLC | THE WOODLANDS | 148406 | $505.6M | 6 | 2026-03-31 | → |
| 523 | 327 CAPITAL PARTNERS, LLC | SAN ANTONIO | 313414 | $505.5M | 3 | 2026-03-31 | → |
| 524 | SMH CAPITAL ADVISORS LLC | FORT WORTH | 108344 | $503.1M | 7 | 2026-03-31 | → |
| 525 | DECADE RENEWABLE PARTNERS LP | HOUSTON | 316905 | $500.0M | 4 | 2025-03-31 | → |
| 526 | ENDOWMENT ADVISERS, L.P. | AUSTIN | 129346 | $499.7M | 9 | 2026-06-30 | → |
| 527 | FIRST SABREPOINT CAPITAL MANAGEMENT, LP | DALLAS | 283638 | $499.5M | 5 | 2026-03-31 | → |
| 528 | OUTRUNNER CAPITAL, LLC | AUSTIN | 331377 | $498.5M | 4 | 2026-06-30 | → |
| 529 | SOCORRO ASSET MANAGEMENT, L.P. | DALLAS | 304401 | $497.9M | 6 | 2026-03-31 | → |
| 530 | WILLIAM MADISON ADVISORS, INC. | ABILENE | 294782 | $497.7M | 8 | 2026-03-31 | → |
| 531 | RR ADVISORS, LLC | DALLAS | 130609 | $496.8M | 8 | 2026-03-31 | → |
| 532 | RENCH WEALTH MANAGEMENT, INC. | DENTON | 159983 | $495.9M | 5 | 2026-03-31 | → |
| 533 | PORTFOLIO ADVISORY COUNCIL, L.L.C. | HOUSTON | 107465 | $494.9M | 9 | 2026-03-31 | → |
| 534 | ALLRED CAPITAL MANAGEMENT, LLC | DALLAS | 297533 | $493.4M | 6 | 2026-03-31 | → |
| 535 | SYMMETRY CAPITAL ADVISORS LLC | DALLAS | 122563 | $492.7M | 5 | 2026-03-31 | → |
| 536 | BASIN OIL AND GAS MANAGEMENT, LP | FORT WORTH | 289099 | $492.7M | 8 | 2026-03-31 | → |
| 537 | QUANTUM ADVISERS, LLC | HOUSTON | 160267 | $490.6M | 144 | 2026-06-30 | → |
| 538 | BRIDGEFRONT CAPITAL, LLC | AUSTIN | 291949 | $488.5M | 7 | 2026-03-31 | → |
| 539 | XEBEC ASSET MANAGEMENT, LLC | DALLAS | 305669 | $484.5M | 29 | 2026-03-31 | → |
| 540 | MILITIA INVESTMENTS, LLC | AUSTIN | 331788 | $483.6M | 4 | 2026-03-31 | → |
| 541 | JOYCE WEALTH MANAGEMENT, LLC | HOUSTON | 325221 | $483.1M | 3 | 2026-04-30 | → |
| 542 | OAKSTREET WEALTH MANAGEMENT, INC. | MAGNOLIA | 288723 | $482.0M | 2 | 2026-03-31 | → |
| 543 | KEENER FINANCIAL PLANNING, LLC | KELLER | 147615 | $479.0M | 12 | 2026-06-30 | → |
| 544 | RFG HOLDINGS INC. | ARGYLE | 173862 | $476.7M | 9 | 2026-05-31 | → |
| 545 | PROEM ADVISORS LLC | DALLAS | 300404 | $474.1M | 5 | 2026-03-31 | → |
| 546 | STELLUS PRIVATE BDC ADVISOR, LLC | HOUSTON | 317513 | $472.8M | 36 | 2026-03-31 | → |
| 547 | CARSON MANAGEMENT COMPANY, LLC | DALLAS | 153261 | $469.3M | 6 | 2026-02-28 | → |
| 548 | HENRY BRAGG & CO., LLC | HOUSTON | 311388 | $468.7M | 4 | 2026-02-28 | → |
| 549 | CLEAR SKY CARBON SOLUTIONS INVESTMENT MANAGEMENT, LLC | BELLAIRE | 311751 | $466.6M | 5 | 2026-03-31 | → |
| 550 | BWM PLANNING LLC | HOUSTON | 304855 | $465.3M | 6 | 2026-03-31 | → |
| 551 | S2 FUND MANAGER, LLC | DALLAS | 323759 | $464.7M | 42 | 2026-03-31 | → |
| 552 | WISDOM FIXED INCOME MANAGEMENT, LLC | DALLAS | 332006 | $464.2M | 11 | 2026-06-30 | → |
| 553 | ONEMAP MINERAL SERVICES LLC | HOUSTON | 285938 | $461.7M | 18 | 2025-05-31 | → |
| 554 | ROTH FINANCIAL PARTNERS LLC | KINGWOOD | 309814 | $460.1M | 4 | 2026-02-28 | → |
| 555 | BEACON ADVISORS HOLDINGS, LLC | AUSTIN | 335101 | $459.6M | 4 | 2026-06-30 | → |
| 556 | ANCOR HOLDINGS, LP | SOUTHLAKE | 210524 | $458.4M | 9 | 2026-03-31 | → |
| 557 | LGT FINANCIAL ADVISORS LLC | DALLAS | 111575 | $456.1M | 5 | 2026-03-31 | → |
| 558 | CYPRESS ASSET MANAGEMENT INC | HOUSTON | 106593 | $455.8M | 5 | 2026-04-30 | → |
| 559 | HORIZON ADVISORS, LLC | HOUSTON | 114102 | $451.4M | 4 | 2026-03-31 | → |
| 560 | ENZI WEALTH, LLC | AUSTIN | 315457 | $450.9M | 7 | 2026-03-31 | → |
| 561 | HAVENCREST CAPITAL MANAGEMENT, LLC | DALLAS | 287944 | $450.7M | 14 | 2026-05-31 | → |
| 562 | YOUR ADVOCATES, LTD., LLP | HOUSTON | 138612 | $448.1M | 6 | 2026-03-31 | → |
| 563 | UNITED ADVISORS AMERICA CORPORATION | PROSPER | 147350 | $446.5M | 28 | 2026-03-31 | → |
| 564 | BRIGHAM ROYALTIES MANAGEMENT, LLC | AUSTIN | 333329 | $445.6M | 14 | 2026-03-31 | → |
| 565 | SSB&T WEALTH MANAGEMENT, LLC | FREDERICKSBURG | 328102 | $445.1M | 6 | 2026-02-28 | → |
| 566 | LUMINUS MANAGEMENT, LLC | HOUSTON | 157536 | $442.8M | 8 | 2026-03-31 | → |
| 567 | THACKERAY PARTNERS, L.P. | DALLAS | 166351 | $442.7M | 11 | 2026-03-31 | → |
| 568 | DESTINY ADVISORS LLC | AUSTIN | 312099 | $441.4M | 4 | 2026-03-31 | → |
| 569 | BURFORD BROTHERS, INC. | DALLAS | 306574 | $440.2M | 4 | 2026-06-30 | → |
| 570 | BRANSON FOWLKES & CO INC | HOUSTON | 107657 | $439.4M | 7 | 2026-03-31 | → |
| 571 | SCHULZ WEALTH, LTD. | MANSFIELD | 172194 | $438.1M | 3 | 2026-02-28 | → |
| 572 | CIC PARTNERS MANAGEMENT LLC | DALLAS | 158019 | $438.0M | 17 | 2026-04-30 | → |
| 573 | GRUNDEN FINANCIAL ADVISORY, INC. | DENTON | 111595 | $434.7M | 6 | 2025-03-31 | → |
| 574 | SWMG, LLC | FORT WORTH | 166688 | $430.4M | 19 | 2026-06-30 | → |
| 575 | PACIFIC STRATEGIC MANAGEMENT, LP | HOUSTON | 127990 | $429.6M | 3 | 2026-03-31 | → |
| 576 | CARLSON CAPITAL, L.P. | DALLAS | 118156 | $429.3M | 26 | 2026-05-31 | → |
| 577 | CRUX CAPITAL LTD | DALLAS | 149665 | $427.6M | 10 | 2026-06-30 | → |
| 578 | SYLVEST ADVISORS, LLC | DALLAS | 165130 | $425.7M | 8 | 2026-03-31 | → |
| 579 | SMART MONEY GROUP, LLC | EASTLAND | 284187 | $424.3M | 24 | 2026-04-30 | → |
| 580 | ZARVONA ENERGY LLC | HOUSTON | 288820 | $423.1M | 102 | 2026-03-31 | → |
| 581 | MGB WEALTH MANAGEMENT, LLC | ADDISON | 307995 | $421.9M | 5 | 2025-03-31 | → |
| 582 | POINT BRIDGE CAPITAL, LLC | FORT WORTH | 168071 | $419.7M | 2 | 2026-03-31 | → |
| 583 | MOONTOWER ASSET MANAGEMENT LP | AUSTIN | 328999 | $419.2M | 16 | 2026-03-31 | → |
| 584 | TRANSCE3ND LLC | BUDA | 317745 | $418.9M | 60 | 2026-05-31 | → |
| 585 | FRUTH INVESTMENT MANAGEMENT | HOUSTON | 107273 | $417.8M | 3 | 2026-03-31 | → |
| 586 | CASTLEVIEW PARTNERS, LLC | DALLAS | 281410 | $416.9M | 22 | 2026-05-31 | → |
| 587 | SLOTNIK CAPITAL, LLC | DALLAS | 324251 | $415.8M | 5 | 2026-03-31 | → |
| 588 | PROMUS ASSET MANAGEMENT, LLC | DALLAS | 157484 | $415.0M | 4 | 2026-03-31 | → |
| 589 | CAIRD INVESTMENT PARTNERS, LLC | DALLAS | 334504 | $413.2M | 8 | 2026-03-31 | → |
| 590 | VORTUS INVESTMENT ADVISORS, LLC | FORT WORTH | 166178 | $411.7M | 6 | 2026-04-30 | → |
| 591 | TRUEFG, LLC | CEDAR PARK | 285850 | $409.0M | 2 | 2026-03-31 | → |
| 592 | GREENRIDGE EQUITY PARTNERS, LLC | AUSTIN | 171612 | $408.8M | 14 | 2026-03-31 | → |
| 593 | REVERE ASSET MANAGEMENT, INC. | ALLEN | 152881 | $407.9M | 7 | 2026-02-28 | → |
| 594 | FIFTH FORCE MANAGEMENT LLC | DALLAS | 325161 | $406.9M | 4 | 2026-03-31 | → |
| 595 | PALOGIC VALUE MANAGEMENT, L.P. | DALLAS | 155133 | $405.5M | 5 | 2026-06-30 | → |
| 596 | S HARRIS FINANCIAL GROUP, LLC | SAN ANTONIO | 151899 | $404.4M | 7 | 2026-03-31 | → |
| 597 | TFR CAPITAL, LLC | PLANO | 333108 | $403.1M | 9 | 2026-03-31 | → |
| 598 | CENTERED WEALTH, LLC | IRVING | 141343 | $402.5M | 6 | 2025-03-31 | → |
| 599 | ERBEN ASSOCIATES, LLC | AUSTIN | 148703 | $402.5M | 10 | 2026-03-31 | → |
| 600 | ROG IX, LLC | HOUSTON | 304142 | $401.0M | 43 | 2026-03-31 | → |
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