Data / Investment advisers / $1 billion to $10 billion in AUM / Texas

Investment advisers in Texas with $1 billion to $10 billion in AUM: 260 firms

Name: Investment advisers in Texas with $1 billion to $10 billion in AUM
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

260 SEC registered investment advisers in Texas report between $1 billion and $10 billion in regulatory assets under management, $714 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Tolleson Private Wealth Management with $9.3 billion.

The request: Every investment adviser in Texas with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.

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SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

260Advisers
260SEC registered
$714 billionTotal AUM
260Advisers over $100 million
145Manage private funds
November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	AUM	Accounts	Employees	Private funds	Phone	Website	Source
Tolleson Private Wealth Management	Dallas	$9.26 billion	3,931	93	21	(214) 252-3250		adviserinfo.sec.gov
Americana Partners, LLC	Houston	$9.10 billion	6,991	86	9	(713) 429-5552	americanapartners.podbean.com	adviserinfo.sec.gov
The Sterling Group, L.P.	Houston	$9.01 billion	20	87	20	(713) 877-8257	sterling-group.com	adviserinfo.sec.gov
Crossmark Global Investments, Inc.	Houston	$8.98 billion	7,890	54	Not listed	(713) 260-9000	crossmarkglobal.com	adviserinfo.sec.gov
Sixth Street Lending Partners Advisers, LLC	Dallas	$8.69 billion	1	66	Not listed	(469) 621-3001	sixthstreetlendingpartners.com	adviserinfo.sec.gov
Ogam, LP	Houston	$8.69 billion	27	42	4	(713) 225-5965	orchardglobal.com	adviserinfo.sec.gov
Wincoram Asset Management LLC	Houston	$8.19 billion	19	28	1	(832) 791-2320		adviserinfo.sec.gov
Trive Capital Management LLC	Dallas	$8.00 billion	19	87	19	(214) 499-9715		adviserinfo.sec.gov
Bluespring Wealth Management, LLC	Austin	$7.82 billion	24,201	112	Not listed	(737) 443-2122	bluespringwealthcalifornia.com	adviserinfo.sec.gov
Disruptive Technology Advisers LLC	Dallas	$7.68 billion	28	16	28	(214) 668-1536	disruptive.tech	adviserinfo.sec.gov
59 North Capital Management, LP	Houston	$7.50 billion	4	9	1	(713) 955-4809		adviserinfo.sec.gov
Peak Rock Capital LLC	Austin	$7.28 billion	29	55	29	(512) 765-6520	peakrockcapital.com	adviserinfo.sec.gov
Five Point Infrastructure LLC	Houston	$7.05 billion	12	33	12	(713) 351-0700		adviserinfo.sec.gov
Trust Advisors, Inc.	Houston	$6.97 billion	1,590	76	7	(713) 525-7607		adviserinfo.sec.gov
Merewether Investment Management, LP	Dallas	$6.91 billion	9	25	4	(214) 453-5522	merewetherinvestment.com	adviserinfo.sec.gov
Fisher\Smb	Carrollton	$6.85 billion	1,848	159	Not listed	(888) 674-4504		adviserinfo.sec.gov
Atom Investors LP	Austin	$6.83 billion	7	24	2	(737) 249-0292	indexprogroup.com	adviserinfo.sec.gov
Ara Partners	Houston	$6.79 billion	41	95	41	(713) 337-9150	arapartners.com	adviserinfo.sec.gov
Level Four Advisory Services	Dallas	$6.54 billion	15,720	136	Not listed	(972) 665-0878	financialbootcamp.com	adviserinfo.sec.gov
Sendero Wealth Management, LLC	San Antonio	$6.51 billion	1,948	41	Not listed	(210) 805-0171		adviserinfo.sec.gov
Txre Advisers, LLC	Dallas	$6.37 billion	21	84	10	(972) 201-2841	hillwood.pl	adviserinfo.sec.gov
Advisor Logistics, LLC	Boerne	$6.29 billion	28,000	6	Not listed	(210) 346-8321	advisorlogistics.com	adviserinfo.sec.gov
Haveli Investment Management LLC	Austin	$6.03 billion	6	51	6	(512) 987-7314		adviserinfo.sec.gov
Integrated Advisors Network LLC	Dallas	$5.52 billion	12,957	86	2	(855) 729-4222	jcinvests.com	adviserinfo.sec.gov
Sentry Management Inc	Wichita Falls	$5.44 billion	88	5	Not listed	(940) 696-2100	sentrymanagement.com	adviserinfo.sec.gov
True North Advisors, LLC	Dallas	$5.42 billion	5,298	89	34	(214) 360-7300	truenorthadvisors.com	adviserinfo.sec.gov
Frost Investment Advisors, LLC	San Antonio	$5.36 billion	10	31	Not listed	(210) 220-5070		adviserinfo.sec.gov
Linscomb Wealth, Inc.	Houston	$5.21 billion	4,783	46	Not listed	(713) 840-1000	linscombwealth.com	adviserinfo.sec.gov
Hines Capital Advisors LLC	Houston	$5.15 billion	10	839	6	(713) 621-8000		adviserinfo.sec.gov
Tectonic Advisors LLC	Frisco	$5.14 billion	9,259	6	Not listed	(713) 250-4200		adviserinfo.sec.gov
Crescent Real Estate LLC	Fort Worth	$5.11 billion	43	113	43	(817) 321-2100	crescent.com	adviserinfo.sec.gov
Three Bell Capital LLC	Dallas	$5.05 billion	628	22	17	(650) 843-9836		adviserinfo.sec.gov
Cain, Watters & Associates, LLC	Frisco	$5.04 billion	12,138	341	Not listed	(972) 233-3323		adviserinfo.sec.gov
Quotient Wealth Partners, LLC	Dallas	$4.91 billion	8,088	60	Not listed	(469) 912-2522		adviserinfo.sec.gov
Pennybacker Capital Management, LLC	Austin	$4.86 billion	33	63	28	(512) 610-2910	pennybackercap.com	adviserinfo.sec.gov
Avidian Wealth Solutions	Houston	$4.76 billion	7,256	59	7	(281) 822-8800	avidianwealth.com	adviserinfo.sec.gov
Bbam US LP	Dallas	$4.75 billion	28	79	13	(469) 871-2230	bbam.com	adviserinfo.sec.gov
MCR Fund Management LLC	Dallas	$4.58 billion	16	60	16	(972) 355-6721	mcrhotels.com	adviserinfo.sec.gov
Banner Oak Capital Partners, LP	Dallas	$4.46 billion	9	9	9	(214) 466-8860	banneroak.com	adviserinfo.sec.gov
TPG Re Finance Trust Management, L.P.	Fort Worth	$4.41 billion	1	19	Not listed	(817) 871-4000		adviserinfo.sec.gov
Rockland Capital, LP	The Woodlands	$4.39 billion	10	24	10	(281) 863-9000	rocklandcapital.com	adviserinfo.sec.gov
Kestra Investment Management, LLC.	Austin	$4.31 billion	16,262	17	Not listed	(844) 553-7872		adviserinfo.sec.gov
Turtle Creek Trust	Dallas	$4.28 billion	559	10	Not listed	(214) 468-0100	turtlecreekdallas.com	adviserinfo.sec.gov
Bridgeway Capital Management, LLC	Houston	$4.25 billion	23	23	1	(713) 661-3500		adviserinfo.sec.gov
Prophet Capital Asset Management	Austin	$4.20 billion	20	16	8	(512) 327-9500		adviserinfo.sec.gov
Texas Capital Bank Private Wealth Advisors	Dallas	$4.19 billion	2,251	64	Not listed	(945) 229-5873		adviserinfo.sec.gov
Parkway Advisors, L.P.	Abilene	$4.13 billion	70	16	Not listed	(325) 795-2111	parkwayadvisors.com	adviserinfo.sec.gov
Aqs Asset Management, L.L.C.	Austin	$4.07 billion	13	4	Not listed	(512) 314-0720		adviserinfo.sec.gov
Waterous Energy Fund Management (US), LLC	Houston	$4.01 billion	12	2	16	(281) 545-7397	waterous.com	adviserinfo.sec.gov
Mainsail Partners	Austin	$4.00 billion	14	81	14	(512) 772-2260		adviserinfo.sec.gov
Tailwater Capital	Dallas	$3.97 billion	21	46	19	(214) 269-1183	tailwatercapital.com	adviserinfo.sec.gov
Guidestone Investment Services	Dallas	$3.91 billion	65	28	Not listed	(214) 720-1198	guidestoneocio.com	adviserinfo.sec.gov
S.B. Value Partners, L.P.	San Antonio	$3.89 billion	108	12	3	(844) 728-2583		adviserinfo.sec.gov
Alamo Advisors, LP	San Antonio	$3.87 billion	984	15	Not listed	(210) 404-2211	alamoadvisors.com	adviserinfo.sec.gov
GFS Advisors LLC	Houston	$3.76 billion	654	11	Not listed	(713) 968-0400	globalhou.com	adviserinfo.sec.gov
Transwestern Investments	Dallas	$3.75 billion	7	31	5	(214) 572-9817	transwesterninvest.com	adviserinfo.sec.gov
TRB Wealth Management, LLC	Houston	$3.74 billion	934	15	1	(832) 810-3565	trb.bank	adviserinfo.sec.gov
Merit Energy Company	Dallas	$3.70 billion	12	782	12	(972) 701-8377	meritenergy.com	adviserinfo.sec.gov
Frost Investment Services	San Antonio	$3.67 billion	3,656	177	Not listed	(210) 220-5000		adviserinfo.sec.gov
Regan Capital	Dallas	$3.59 billion	53	22	3	(214) 550-1710		adviserinfo.sec.gov
Retirement Planners of America	Plano	$3.59 billion	13,358	126	Not listed	(469) 246-3600	retirementplannersofamerica.com	adviserinfo.sec.gov
Sycamore Tree Capital Partners, L.P.	Dallas	$3.54 billion	12	30	12	(214) 251-8250		adviserinfo.sec.gov
Andros Capital Partners LLC	Houston	$3.51 billion	11	6	11	(713) 568-0701	androscapital.com	adviserinfo.sec.gov
Stellus Capital Management, LLC	Houston	$3.51 billion	20	36	13	(713) 292-5400		adviserinfo.sec.gov
Advisor Resource Council	Dallas	$3.49 billion	11,836	119	Not listed	(972) 421-1360		adviserinfo.sec.gov
Sixth Street Specialty Lending Advisers, LLC	Dallas	$3.42 billion	1	66	Not listed	(469) 621-3001		adviserinfo.sec.gov
Gauge Capital	Southlake	$3.39 billion	10	67	10	(682) 334-5800		adviserinfo.sec.gov
Marble Capital LP	Houston	$3.35 billion	17	38	2	(713) 823-5433		adviserinfo.sec.gov
VWH Capital Management, LP	Dallas	$3.32 billion	11	28	4	(212) 468-5580		adviserinfo.sec.gov
Formentera Partners LP	Austin	$3.29 billion	15	11	15	(512) 320-9812		adviserinfo.sec.gov
Ridgewood Energy Corporation	Houston	$3.28 billion	20	61	4	(201) 447-9000	flickr.com	adviserinfo.sec.gov
Chilton Capital Management LLC	Houston	$3.23 billion	2,166	27	Not listed	(713) 650-1995		adviserinfo.sec.gov
Trust Asset Management LLC	Houston	$3.21 billion	155	10	5	(832) 308-2748	tam-llc.com	adviserinfo.sec.gov
Greenbelt Capital Partners	Austin	$3.19 billion	12	25	10	(512) 362-6260		adviserinfo.sec.gov
Ka Fund Advisors, LLC	Houston	$3.19 billion	1	38	Not listed	(713) 493-2020	kaynefunds.com	adviserinfo.sec.gov
Eagle Global Advisors LLC	Houston	$3.10 billion	366	24	3	(713) 952-3550		adviserinfo.sec.gov
Pan Capital Management LP	Houston	$3.08 billion	14	43	11	(281) 904-5234	pancapmgmt.com	adviserinfo.sec.gov
1900 Wealth	San Antonio	$3.07 billion	1,067	22	12	(210) 736-7770		adviserinfo.sec.gov
Anson Funds Management LP	Dallas	$3.05 billion	6	4	6	(214) 866-0200		adviserinfo.sec.gov
Paradigm Global Investors	Dallas	$3.03 billion	5	4	1	(774) 836-6011	paradigmglobalinvestors.com	adviserinfo.sec.gov
Trinity Hunt Management, L.P.	Dallas	$2.99 billion	10	53	10	(214) 777-6600		adviserinfo.sec.gov
NFJ Investment Group, LLC	Dallas	$2.98 billion	468	9	Not listed	(214) 754-1780	virtus.com	adviserinfo.sec.gov
SFMG Wealth Advisors	Plano	$2.96 billion	4,323	39	1	(972) 960-6460	sfmg.com	adviserinfo.sec.gov
Canyon Partners Real Estate LLC	Dallas	$2.91 billion	23	198	23	(214) 253-6000	canyonpartners.com	adviserinfo.sec.gov
Legacy Knight Mfo, LLC	Dallas	$2.85 billion	53	21	33	(945) 536-5580	legacyknight.com	adviserinfo.sec.gov
Maslow Wealth Advisors	Austin	$2.84 billion	2,905	27	Not listed	(512) 610-6930		adviserinfo.sec.gov
Bowie Capital Management, LLC	Richardson	$2.81 billion	18	10	2	(214) 712-4951	bowiecapital.com	adviserinfo.sec.gov
Paul Comstock Partners	Houston	$2.80 billion	120	16	Not listed	(713) 977-2694	paulcomstockpartners.com	adviserinfo.sec.gov
Titleist Asset Management, LLC	San Antonio	$2.79 billion	5,926	41	Not listed	(210) 826-2424	blumandwhite.com	adviserinfo.sec.gov
Nexpoint Asset Management, L.P.	Dallas	$2.76 billion	5	6	Not listed	(214) 276-6300	nexpointassetmgmt.com	adviserinfo.sec.gov
Turtle Creek Wealth Advisors, LLC	Dallas	$2.76 billion	1,435	26	6	(214) 214-3110		adviserinfo.sec.gov
MCP Management, LP	Austin	$2.70 billion	13	8	13	(985) 264-3491	melangecap.com	adviserinfo.sec.gov
Multicoin Capital Management, LLC	Austin	$2.69 billion	18	22	10	(512) 774-4000	multicoin.capital	adviserinfo.sec.gov
Transpose Platform Management, LLC	Katy	$2.65 billion	54	23	54	(415) 226-7434		adviserinfo.sec.gov
Sunbelt Securities	Houston	$2.64 billion	6,241	68	Not listed	(713) 965-9510	cwrawl.com	adviserinfo.sec.gov
North Hudson Resource Partners LP	Houston	$2.58 billion	9	8	9	(713) 936-6563		adviserinfo.sec.gov
Icon Wealth Partners	Houston	$2.58 billion	4,150	22	Not listed	(713) 904-5020	focusfinancialpartners.com	adviserinfo.sec.gov
Kensington Asset Management, LLC	Austin	$2.56 billion	1	17	Not listed	(877) 891-1222	kensingtonassetmanagement.com	adviserinfo.sec.gov
Hilltop Securities Inc.	Dallas	$2.51 billion	5,592	92	Not listed	(214) 953-4000	advisors.hilltopsecurities.com	adviserinfo.sec.gov
Serve Capital Partners	Austin	$2.50 billion	14	8	14	(512) 505-4153	servecapitalpartners.com	adviserinfo.sec.gov
Silver Hill Energy Partners, LP	Dallas	$2.49 billion	3	49	3	(214) 865-6555	silverhillenergy.com	adviserinfo.sec.gov
Warwick Partners	Bryan	$2.48 billion	1,533	9	Not listed	(979) 260-9777	warwickpartners.net	adviserinfo.sec.gov
Oxbow Advisors, LLC	Austin	$2.46 billion	1,782	13	Not listed	(512) 386-1088	oxbowadvisors.com	adviserinfo.sec.gov
Permian	Dallas	$2.43 billion	9	12	4	(212) 257-6080	permianlp.com	adviserinfo.sec.gov
The Milestone Real Estate Group, LP	Dallas	$2.43 billion	3	33	3	(214) 442-8150	milestonegp.com	adviserinfo.sec.gov
Paceline Equity Partners, LLC	Dallas	$2.43 billion	10	40	10	(469) 405-0908	pacelineequity.com	adviserinfo.sec.gov
Requisite Capital Management LLC	Dallas	$2.43 billion	934	11	2	(469) 373-3399	requisitecm.com	adviserinfo.sec.gov
Sarofim International Management Co	Houston	$2.41 billion	14	26	Not listed	(713) 654-4484		adviserinfo.sec.gov
Simmons L E & Associates Inc	Houston	$2.38 billion	7	23	8	(713) 227-7888	scfpartners.com	adviserinfo.sec.gov
Strive Asset Management	Dallas	$2.38 billion	15	33	Not listed	(872) 270-5406		adviserinfo.sec.gov
Eoc Partners Advisors L.P.	Houston	$2.37 billion	13	7	13	(713) 828-0482	eocpartners.com	adviserinfo.sec.gov
Ka Credit Advisors, LLC	Houston	$2.29 billion	1	64	Not listed	(713) 493-2000	kaynebdc.com	adviserinfo.sec.gov
Arroyo Energy Investment Partners LLC	Spring	$2.28 billion	12	20	12	(281) 825-5462	arroyoinvestors.com	adviserinfo.sec.gov
Beaird Harris	Dallas	$2.27 billion	3,331	19	Not listed	(972) 503-1040		adviserinfo.sec.gov
Sather Financial Group, Inc.	Victoria	$2.27 billion	1,506	9	Not listed	(361) 570-1800	satherfinancial.com	adviserinfo.sec.gov
Waterloo Capital	Austin	$2.26 billion	7,306	64	Not listed	(512) 777-5900		adviserinfo.sec.gov
Eiv Capital, LLC	Houston	$2.23 billion	12	44	12	(713) 353-2755	eivcapital.com	adviserinfo.sec.gov
CRG	Houston	$2.21 billion	10	21	10	(713) 209-7350		adviserinfo.sec.gov
Orei Advisors LP	Austin	$2.18 billion	24	41	16	(650) 681-0185	ohanare.com	adviserinfo.sec.gov
Sagefield Investment Group LP	Dallas	$2.17 billion	15	10	2	(214) 717-6213	sagefield.com	adviserinfo.sec.gov
Meridiem Capital Partners LP	Dallas	$2.15 billion	5	16	1	(469) 317-2120	meridiemcapital.com	adviserinfo.sec.gov
Root Financial Partners	Austin	$2.15 billion	4,110	65	Not listed	(760) 452-0720		adviserinfo.sec.gov
Ascentis Independent Advisors, LLC	Dallas	$2.09 billion	7,464	43	Not listed	(866) 273-1563	organpeakfinancial.com	adviserinfo.sec.gov
Adell Harriman & Carpenter	Houston	$2.09 billion	2,825	13	Not listed	(713) 621-1155	ahcinvest.com	adviserinfo.sec.gov
River Canyon Fund Management LLC	Dallas	$2.08 billion	3	161	1	(214) 253-6000	rivercanyonfunds.com	adviserinfo.sec.gov
Segment Wealth Management, LLC	Houston	$2.07 billion	1,214	12	Not listed	(713) 800-7150	segmentwm.com	adviserinfo.sec.gov
Ew Healthcare Partners	The Woodlands	$2.06 billion	19	13	19	(281) 364-1555	ewhealthcare.com	adviserinfo.sec.gov
Applied Finance Advisors, LLC	San Antonio	$2.05 billion	9	6	Not listed	(210) 204-7479	appliedfinancefunds.com	adviserinfo.sec.gov
Inscription Capital, LLC	Houston	$2.05 billion	1,504	20	Not listed	(713) 673-8999		adviserinfo.sec.gov
Cresta Fund Management LLC	Dallas	$2.04 billion	22	16	22	(214) 310-1083		adviserinfo.sec.gov
Corda Investment Management, LLC	Houston	$2.00 billion	3,099	32	Not listed	(713) 439-0665	cordamanagement.com	adviserinfo.sec.gov
Purpose Capital Management, LLC	Dallas	$2.00 billion	11	6	Not listed	(972) 385-4387	purposecapitalmgmt.com	adviserinfo.sec.gov
Balefire, LLC	Dallas	$1.99 billion	1,871	38	Not listed	(972) 361-1001	balefirewealth.com	adviserinfo.sec.gov
Sole Source Capital LLC	Dallas	$1.98 billion	7	34	7	(214) 617-4745	solesourcecapital.com	adviserinfo.sec.gov
Centeroak Adviser, L.P.	Dallas	$1.98 billion	5	20	5	(214) 301-4201		adviserinfo.sec.gov
Fic Partners Management, LP	Houston	$1.97 billion	20	8	14	(713) 337-7980	ficfund.com	adviserinfo.sec.gov
Guidestone Advisors	Dallas	$1.96 billion	5,004	34	Not listed	(214) 720-6486		adviserinfo.sec.gov
Voss Capital, LP	Houston	$1.94 billion	10	11	4	(832) 592-1782		adviserinfo.sec.gov
Elda River Capital Management, LLC	Houston	$1.94 billion	16	15	16	(346) 614-4250	eldariver.com	adviserinfo.sec.gov
Cfo4life	Coppell	$1.94 billion	3,279	22	Not listed	(214) 637-9500	focusfinancialpartners.com	adviserinfo.sec.gov
Nexpoint Real Estate Advisors VII, L.P.	Dallas	$1.93 billion	2	2	Not listed	(214) 276-6300	nexpoint.com	adviserinfo.sec.gov
Terry McDaniel & Company	Austin	$1.92 billion	370	13	Not listed	(512) 495-9500	tmcdanco.com	adviserinfo.sec.gov
Kildare Partners US, LLC	Westlake	$1.91 billion	16	40	10	(214) 756-6030	kildarepartners.com	adviserinfo.sec.gov
Austin Asset	Austin	$1.87 billion	1,974	21	Not listed	(512) 453-6622		adviserinfo.sec.gov
Scout Energy Management LLC	Dallas	$1.86 billion	20	1,113	20	(972) 277-1397	scoutep.com	adviserinfo.sec.gov
Tritium Partners	Austin	$1.86 billion	10	28	10	(512) 493-4100		adviserinfo.sec.gov
Condire Management, LP	Dallas	$1.86 billion	5	11	5	(214) 572-8921	condireinvestorsllc.com	adviserinfo.sec.gov
Willis Johnson Wealth	Houston	$1.85 billion	2,742	41	Not listed	(713) 439-1200		adviserinfo.sec.gov
RIA Advisors	Houston	$1.84 billion	3,969	17	Not listed	(281) 501-1791		adviserinfo.sec.gov
D2 Asset Management	Dallas	$1.83 billion	4	34	4	(214) 831-5640	d2-am.com	adviserinfo.sec.gov
View Capital RIA, LP	Dallas	$1.82 billion	141	18	4	(214) 855-2550	view-cap.com	adviserinfo.sec.gov
Financial Synergies	Houston	$1.81 billion	928	21	Not listed	(713) 623-6600		adviserinfo.sec.gov
GDS Wealth Management	Flower Mound	$1.81 billion	4,052	38	Not listed	(469) 212-8072	gdswealth.com	adviserinfo.sec.gov
Kainos (TX) Capital LP	Dallas	$1.81 billion	11	25	10	(214) 740-7300		adviserinfo.sec.gov
Hoisington Investment Management Co	Austin	$1.79 billion	14	9	Not listed	(512) 327-7200	hoisingtonmgt.com	adviserinfo.sec.gov
Stafford Capital Partners Inc.	Austin	$1.78 billion	23	15	17	(512) 334-6489	staffordcp.com	adviserinfo.sec.gov
Healthquest Capital Management, L.P.	Austin	$1.78 billion	11	28	11	(650) 486-0810	healthquestcapital.com	adviserinfo.sec.gov
NXG Investment Management	Dallas	$1.75 billion	6	10	1	(214) 692-6334		adviserinfo.sec.gov
Intrua Financial	Houston	$1.75 billion	7,272	53	Not listed	(713) 355-9910		adviserinfo.sec.gov
Finser Investment Advisor	San Antonio	$1.75 billion	10	1	Not listed	(210) 224-5492		adviserinfo.sec.gov
Swift Creek Partners	Dallas	$1.74 billion	7	13	1	(214) 692-4200	swiftcreekpartners.com	adviserinfo.sec.gov
Meridian Wealth Advisors, LLC	Austin	$1.74 billion	1,539	12	Not listed	(512) 717-5580		adviserinfo.sec.gov
Main Street Capital Partners	Houston	$1.73 billion	3	116	2	(713) 350-6000	mainstcapital.com	adviserinfo.sec.gov
Lee Financial Company, LLC	Dallas	$1.68 billion	1,745	39	4	(972) 960-1001		adviserinfo.sec.gov
Trace Capital Management LP	Houston	$1.68 billion	4	16	4	(713) 217-2722		adviserinfo.sec.gov
Adar1 Capital Management, LLC	Austin	$1.68 billion	8	11	2	(512) 254-3790		adviserinfo.sec.gov
Tailwind Advisors	Fort Worth	$1.67 billion	21	12	6	(817) 708-3663	tailwindadvisors.com	adviserinfo.sec.gov
U.S. Global Investors, Inc.	San Antonio	$1.67 billion	11	19	Not listed	(210) 308-1234	usfunds.com	adviserinfo.sec.gov
Pickering Energy Partners LP	Houston	$1.66 billion	13	51	10	(713) 804-7575	pickeringenergypartners.com	adviserinfo.sec.gov
Quattro Financial Advisors	Montgomery	$1.66 billion	296	3	2	(281) 323-4007	quattrofa.com	adviserinfo.sec.gov
Isc Advisors, Inc.	Dallas	$1.62 billion	1,928	30	Not listed	(214) 520-1115		adviserinfo.sec.gov
Satori Capital, LLC	Dallas	$1.61 billion	15	33	15	(214) 390-6270		adviserinfo.sec.gov
Momentum Independent Network Inc.	Dallas	$1.61 billion	4,721	97	Not listed	(214) 859-1800	financyy.com	adviserinfo.sec.gov
Tanglewood Total Wealth Management, Inc.	Houston	$1.59 billion	1,296	14	Not listed	(713) 840-8880	tanglewoodwealth.com	adviserinfo.sec.gov
Summa Corp.	The Woodlands	$1.59 billion	88	5	Not listed	(281) 362-9977	summa-wealth.com	adviserinfo.sec.gov
Duration Asset Management, LLC	Dallas	$1.58 billion	7	3	1	(214) 420-0300		adviserinfo.sec.gov
Astra Wealth Management Group	Plano	$1.57 billion	2,843	17	Not listed	(972) 327-8820	linkedin	adviserinfo.sec.gov
Per Stirling Capital Management, LLC	Austin	$1.57 billion	3,766	30	Not listed	(512) 628-2300		adviserinfo.sec.gov
Annandale Capital, LLC	Dallas	$1.55 billion	220	5	Not listed	(214) 523-5000	annandalecap.com	adviserinfo.sec.gov
Hodges Capital Management Inc	Dallas	$1.55 billion	482	20	Not listed	(888) 878-4426	hodgescapital.com	adviserinfo.sec.gov
Ycg, LLC	Austin	$1.54 billion	264	9	Not listed	(512) 505-2347		adviserinfo.sec.gov
Greenbrier Partners Capital Management, LLC	Dallas	$1.54 billion	1	4	1	(214) 720-2060		adviserinfo.sec.gov
Kings Path Partners LLC	Sugar Land	$1.53 billion	589	8	Not listed	(832) 500-3101	kingspath.com	adviserinfo.sec.gov
Capital Creek Partners	Austin	$1.52 billion	789	24	13	(512) 316-3397		adviserinfo.sec.gov
Ancient Art, L.P.	Austin	$1.50 billion	1	11	1	(512) 351-4440	tetoncapital.net	adviserinfo.sec.gov
Wallace Capital Management, Inc.	Dallas	$1.49 billion	491	7	1	(214) 303-0200		adviserinfo.sec.gov
Ranger Investment Management,L.P.	Dallas	$1.48 billion	20	15	1	(214) 871-5260	rangerinvestments.com	adviserinfo.sec.gov
Cypress Point Wealth Management, LLC	Dallas	$1.47 billion	1,092	12	3	(214) 736-8887	cypresspointwealth.com	adviserinfo.sec.gov
Twin Tree Management, LP	Dallas	$1.46 billion	3	8	1	(214) 979-2313		adviserinfo.sec.gov
Rhame & Gorrell Wealth Management	The Woodlands	$1.44 billion	3,020	34	Not listed	(832) 789-1100		adviserinfo.sec.gov
Chambers Energy Capital	Houston	$1.41 billion	5	6	5	(713) 554-6770	chambersenergycapital.com	adviserinfo.sec.gov
Smith Group Asset Management, LLC	Dallas	$1.41 billion	2,320	14	Not listed	(214) 880-4600	cantorassetmanagement.com	adviserinfo.sec.gov
Hudson Way Capital Management, LLC	Dallas	$1.40 billion	7	10	4	(214) 984-5180	hwcapital.com	adviserinfo.sec.gov
49 Financial	Austin	$1.40 billion	6,257	167	Not listed	(512) 241-7341		adviserinfo.sec.gov
Howard Financial Services, LTD.	Dallas	$1.40 billion	1,276	24	31	(214) 346-0785	hfs-wm.com	adviserinfo.sec.gov
Alterna Wealth Management, Inc.	Houston	$1.40 billion	1,316	55	Not listed	(713) 885-9843	alternawealthmanagement.com	adviserinfo.sec.gov
Double Eagle Family Offices, LLC	Fort Worth	$1.40 billion	114	6	9	(817) 928-3260		adviserinfo.sec.gov
Recurrent Investment Advisors LLC	Houston	$1.38 billion	21	6	Not listed	(832) 241-5900	recurrentfunds.com	adviserinfo.sec.gov
Level Four Capital Management	Dallas	$1.38 billion	3,533	9	Not listed	(866) 834-1040		adviserinfo.sec.gov
Mountain Capital Management, LLC	Houston	$1.37 billion	12	8	12	(713) 357-9660	mountainlp.com	adviserinfo.sec.gov
BH Credit Management LLC	Dallas	$1.37 billion	3	55	3	(214) 665-1900	barrowhanley.com	adviserinfo.sec.gov
Roosevelt Capital Management LLC	Dallas	$1.37 billion	176	2	Not listed	(214) 871-2666		adviserinfo.sec.gov
Penn Davis McFarland Inc	Dallas	$1.36 billion	549	10	Not listed	(214) 871-2772	pdavis.org	adviserinfo.sec.gov
Weathergage Capital, LLC	Austin	$1.36 billion	11	4	8	(650) 440-3630		adviserinfo.sec.gov
Citation	Dallas	$1.36 billion	10	14	7	(469) 607-0253	citation.capital	adviserinfo.sec.gov
Symphony Financial, LTD. Co.	Houston	$1.35 billion	4,178	26	Not listed	(281) 272-6800	thegreensagegroup.com	adviserinfo.sec.gov
Quadcap Wealth Management, LLC	Frisco	$1.34 billion	1,974	23	Not listed	(972) 818-2400	quadcapwm.com	adviserinfo.sec.gov
FMP Wealth Advisers	Austin	$1.34 billion	2,806	14	2	(512) 329-5174	fmprofessionals.com	adviserinfo.sec.gov
Victory Financial	Austin	$1.34 billion	6,805	47	Not listed	(512) 763-7671	steadfastwealthplanning.com	adviserinfo.sec.gov
Allied Industrial Partners	Houston	$1.33 billion	9	12	9	(832) 415-9055		adviserinfo.sec.gov
Callahan Advisors, LLC	Houston	$1.33 billion	1,357	11	Not listed	(713) 572-3366		adviserinfo.sec.gov
Beacon Financial Group	Dallas	$1.30 billion	2,152	18	Not listed	(972) 726-9888		adviserinfo.sec.gov
Meristead Wealth, LLC	Westlake	$1.29 billion	3,714	34	3	(646) 854-4370	meristead.com	adviserinfo.sec.gov
Trigate Management LLC	Dallas	$1.28 billion	10	20	10	(214) 615-3355	trigatecapital.com	adviserinfo.sec.gov
Blue Sage Capital	Austin	$1.26 billion	5	16	5	(512) 536-1900	bluesage.com	adviserinfo.sec.gov
Webs Creek Capital Management LP	Dallas	$1.25 billion	11	9	2	(972) 546-2504	webscreekcapital.com	adviserinfo.sec.gov
Amberjack Capital Partners, L.P.	Houston	$1.25 billion	16	12	14	(281) 605-3900	amberjackcapital.com	adviserinfo.sec.gov
Lear Investment Management	Dallas	$1.24 billion	945	7	Not listed	(214) 445-5900		adviserinfo.sec.gov
BWCP, LP	Dallas	$1.23 billion	7	11	1	(214) 238-5792	bwcpfund.com	adviserinfo.sec.gov
Pcim Realty Advisors, LLC	Addison	$1.22 billion	4	19	Not listed	(972) 866-7577		adviserinfo.sec.gov
Parkway Wealth Management Group, LLC	Plano	$1.22 billion	4,399	27	Not listed	(972) 502-9340		adviserinfo.sec.gov
Childress Capital Advisors, LLC	Houston	$1.21 billion	146	9	Not listed	(832) 404-2104		adviserinfo.sec.gov
Autumn Lane Advisors, LLC	Houston	$1.20 billion	926	7	13	(713) 636-2075		adviserinfo.sec.gov
Crossmark Wealth Management, LLC	Houston	$1.19 billion	723	6	Not listed	(713) 260-9000	crossmarkwealth.com	adviserinfo.sec.gov
Wpwealth LLP	Fort Worth	$1.17 billion	1,622	18	Not listed	(817) 259-9100		adviserinfo.sec.gov
The Capstreet Group, LLC	Houston	$1.16 billion	5	24	5	(713) 332-2700		adviserinfo.sec.gov
Sarofim Realty Advisors LLC	Houston	$1.16 billion	4	7	2	(713) 654-4484	sraco.com	adviserinfo.sec.gov
Academy Capital Management	Waco	$1.16 billion	996	9	Not listed	(254) 751-0555	academycapitalmgmt.com	adviserinfo.sec.gov
Arkos Global Advisors, LLC	Houston	$1.15 billion	444	17	Not listed	(346) 352-2360		adviserinfo.sec.gov
Virtus Real Estate LLC	Austin	$1.14 billion	4	41	4	(512) 891-1230	virtusre.com	adviserinfo.sec.gov
Oak Harvest Investment Services	Houston	$1.14 billion	2,927	44	Not listed	(281) 822-1350		adviserinfo.sec.gov
HM International L.L.C.	Austin	$1.13 billion	5	8	5	(918) 664-1914	hmintl.com	adviserinfo.sec.gov
Insight Wealth Partners	Plano	$1.12 billion	3,209	16	Not listed	(972) 543-4800	insightwp.com	adviserinfo.sec.gov
Brigham Management, LLC	Austin	$1.11 billion	11	39	11	(512) 871-1001	brighamexploration.com	adviserinfo.sec.gov
The Clarus Group	Houston	$1.10 billion	1,786	14	Not listed	(713) 621-3500	claruswealthgroup.com	adviserinfo.sec.gov
Integrity Advisory Solutions	Dallas	$1.10 billion	4,143	113	Not listed	(214) 919-2165	integritywealthsolutions.com	adviserinfo.sec.gov
Coppell Advisory Solutions LLC	Dallas	$1.10 billion	8,848	87	Not listed	(817) 888-8020	fusioncm.com	adviserinfo.sec.gov
Enclave Advisors, LLC	Austin	$1.10 billion	412	6	Not listed	(512) 527-3105		adviserinfo.sec.gov
Nexpoint Real Estate Advisors X, L.P.	Dallas	$1.10 billion	1	2	Not listed	(214) 276-6300		adviserinfo.sec.gov
Presidio Investors LLC	Austin	$1.09 billion	14	13	14	(512) 772-1725	presidioinvestors.com	adviserinfo.sec.gov
Holt Capital Partners, L.P.	Fort Worth	$1.09 billion	142	6	1	(817) 877-1430	holtcap.com	adviserinfo.sec.gov
McGowan Group Asset Management, Inc.	Dallas	$1.08 billion	4,773	9	Not listed	(214) 720-4400		adviserinfo.sec.gov
Austin Wealth Management, LLC	Austin	$1.08 billion	3,034	18	Not listed	(512) 467-2000		adviserinfo.sec.gov
Uptick Partners, LLC	Nacogdoches	$1.06 billion	3,886	25	Not listed	(936) 800-0800		adviserinfo.sec.gov
Avidity Partners Management LP	Dallas	$1.06 billion	7	9	3	(214) 550-1696		adviserinfo.sec.gov
Bsip SLP GP, LLC	Frisco	$1.06 billion	17	20	17	(469) 421-8060	bluestarinnovationpartners.com	adviserinfo.sec.gov
Sequent Asset Management, LLC	Houston	$1.06 billion	335	3	Not listed	(713) 467-0008	sequentasset.com	adviserinfo.sec.gov
Bayou City Energy	Houston	$1.05 billion	7	9	7	(713) 400-8200		adviserinfo.sec.gov
Paragon Financial Advisors	College Station	$1.05 billion	2,696	17	Not listed	(979) 693-3907		adviserinfo.sec.gov
Biglari Capital Corp.	San Antonio	$1.04 billion	2	4	2	(210) 344-3400		adviserinfo.sec.gov
Esp Investment Advisors LLC	Dallas	$1.04 billion	3	16	3	(214) 987-6100	energyspectrum.com	adviserinfo.sec.gov
Rogers Wealth Group, Inc.	Fort Worth	$1.04 billion	876	21	Not listed	(817) 334-0351	rogers401k.com	adviserinfo.sec.gov
Prosight Capital	Dallas	$1.04 billion	6	5	2	(214) 468-0008	prosightcapital.com	adviserinfo.sec.gov
Perryman Financial Advisory, Inc.	Dallas	$1.02 billion	526	8	Not listed	(972) 770-4800	billperryman.com	adviserinfo.sec.gov
Soundwatch Capital, LLC	Dallas	$1.02 billion	330	5	Not listed	(646) 442-9655	soundwatchfunds.com	adviserinfo.sec.gov
Edge Natural Resources LLC	Dallas	$1.02 billion	7	14	4	(469) 331-0123	edgenr.com	adviserinfo.sec.gov
Enervest Investment Services, L.L.C.	Houston	$1.01 billion	8	316	4	(713) 659-3500	enervest.net	adviserinfo.sec.gov
Teamwork Financial Advisors, LLC	San Antonio	$1.01 billion	4,648	26	Not listed	(210) 687-1333	teamworkfinancial.com	adviserinfo.sec.gov
Renovo Capital, LLC	Dallas	$1.01 billion	8	14	8	(214) 699-4960	renovocapital.com	adviserinfo.sec.gov
Pelican Energy Partners	Houston	$1.01 billion	6	29	6	(713) 559-7110	pelicanenergypartners.com	adviserinfo.sec.gov

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Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.