Data / Investment advisers / $500 million to $1 billion in AUM / Texas
Investment advisers in Texas with $500 million to $1 billion in AUM: 195 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
195 SEC registered investment advisers in Texas report between $500 million and $1 billion in regulatory assets under management, $138 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Avion Wealth with $985 million.
The request: Every investment adviser in Texas with AUM in the range $500 million to $1 billion, with phone and website. $10 of work on sign-up, no card.
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.
- 195Advisers
- 195SEC registered
- $138 billionTotal AUM
- 195Advisers over $100 million
- 89Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Avion Wealth | The Woodlands | $984.6 million | 1,702 | 15 | Not listed | (281) 528-1200 | adviserinfo.sec.gov | |
| Bentoak Capital | Weatherford | $969.8 million | 2,039 | 20 | Not listed | (817) 550-6750 | bentoakcapital.com | adviserinfo.sec.gov |
| Revival Healthcare Capital LLC | Austin | $964.3 million | 6 | 12 | 6 | (512) 291-2111 | rvlhc.com | adviserinfo.sec.gov |
| Intelligent Wealth Solutions LLC | Austin | $961 million | 3,156 | 6 | Not listed | (877) 699-3258 | adviserinfo.sec.gov | |
| White Deer | Houston | $960.8 million | 15 | 9 | 12 | (713) 581-6900 | whitedeerenergy.com | adviserinfo.sec.gov |
| Militia Capital Management, LLC | Austin | $958.6 million | 1 | 7 | 1 | (213) 444-9705 | militiacapital.com | adviserinfo.sec.gov |
| MBR Financial | Houston | $956.4 million | 1,516 | 10 | Not listed | (832) 667-8787 | mbrfinancial.com | adviserinfo.sec.gov |
| Arvin Capital Management LP | Austin | $953.4 million | 6 | 7 | 1 | (212) 548-3950 | arvincap.com | adviserinfo.sec.gov |
| Petrocap, LLC | Dallas | $949.1 million | 7 | 15 | 7 | (214) 871-7967 | aplomadopartners.com | adviserinfo.sec.gov |
| Disciplined Investors, L.L.C. | Waco | $941.6 million | 1,632 | 8 | Not listed | (254) 265-7410 | dinvestors.com | adviserinfo.sec.gov |
| Ascension Capital Advisors, Inc. | Houston | $938.5 million | 670 | 10 | Not listed | (713) 952-6900 | ascensioncapital.com | adviserinfo.sec.gov |
| Pabrai Investment Funds | West Lake Hills | $936.3 million | 8 | 3 | 5 | (512) 999-7110 | adviserinfo.sec.gov | |
| Ara GC Partners, LLC | Houston | $935.9 million | 11 | 23 | 11 | (713) 337-9150 | adviserinfo.sec.gov | |
| Vaquero Private Wealth, LTD. | Dallas | $928.9 million | 739 | 9 | Not listed | (214) 269-7855 | adviserinfo.sec.gov | |
| Strategic Financial Concepts, LLC | San Antonio | $927.7 million | 3,824 | 41 | Not listed | (210) 737-7800 | adviserinfo.sec.gov | |
| Lavaca Capital, LLC | Houston | $927.1 million | 33 | 4 | 2 | (713) 904-4027 | adviserinfo.sec.gov | |
| Coyle Capital, LLC | Lakeway | $925.2 million | 735 | 7 | Not listed | (512) 522-9043 | adviserinfo.sec.gov | |
| Keller Wealth Advisors | Victoria | $923.1 million | 1,328 | 10 | Not listed | (361) 573-4383 | adviserinfo.sec.gov | |
| Goodman Financial Corporation | Houston | $915.9 million | 913 | 26 | Not listed | (713) 599-1777 | adviserinfo.sec.gov | |
| Christopher & Co., LLC | Austin | $913.8 million | 25 | 8 | 25 | (512) 785-9710 | astoconsumer.com | adviserinfo.sec.gov |
| Braemont Capital | Dallas | $913 million | 7 | 17 | 7 | (214) 833-8883 | braemont.com | adviserinfo.sec.gov |
| Briaud Financial Advisors | College Station | $912.8 million | 2,441 | 16 | Not listed | (979) 260-9771 | briaud.com | adviserinfo.sec.gov |
| Brookmont Capital Management | Dallas | $910.5 million | 137 | 4 | Not listed | (214) 953-0190 | brookmont.com | adviserinfo.sec.gov |
| Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services | Arlington | $909.3 million | 1,347 | 7 | Not listed | (817) 861-7099 | bakerfinancial.net | adviserinfo.sec.gov |
| Richard P. Slaughter Associates, Inc. | Austin | $905.2 million | 1,564 | 14 | Not listed | (512) 918-0000 | adviserinfo.sec.gov | |
| Distributed Global Manager LP | Austin | $902.7 million | 17 | 12 | 12 | (213) 725-7514 | adviserinfo.sec.gov | |
| Riata Capital Group, LLC | Dallas | $901.1 million | 15 | 19 | 15 | (214) 740-3600 | riatacapital.com | adviserinfo.sec.gov |
| Gec Advisors LLC | Houston | $892.1 million | 10 | 5 | 8 | (713) 993-7222 | adviserinfo.sec.gov | |
| Commerce Street Investment Management | Dallas | $891.3 million | 64 | 14 | 2 | (214) 545-6800 | commercestreetholdings.com | adviserinfo.sec.gov |
| Lwo LLC | Dallas | $890.8 million | 6 | 23 | 6 | (605) 380-5347 | longwateropportunities.com | adviserinfo.sec.gov |
| Bluescape Energy Partners LLC | Dallas | $890.4 million | 6 | 9 | 6 | (469) 398-2200 | adviserinfo.sec.gov | |
| Erguz, LLC | The Woodlands | $889 million | 159 | 1 | Not listed | (832) 631-6284 | erguz.com | adviserinfo.sec.gov |
| Strata Wealth Advisors, LLC | Dallas | $886.1 million | 961 | 14 | Not listed | (214) 420-7020 | stratawealth.com | adviserinfo.sec.gov |
| Insight Equity Management Company LLC | Southlake | $885.9 million | 18 | 21 | 17 | (817) 488-7775 | insightequity.com | adviserinfo.sec.gov |
| CFM Wealth Partners LLC | Austin | $885.8 million | 661 | 3 | Not listed | (512) 366-3925 | cfmwealth.com | adviserinfo.sec.gov |
| Robert Harrell, Incorporated | Austin | $885.3 million | 67 | 5 | Not listed | (512) 795-9100 | harrell.com | adviserinfo.sec.gov |
| Optas, LLC | Dripping Springs | $881.9 million | 685 | 9 | Not listed | (888) 284-7139 | adviserinfo.sec.gov | |
| Alongside, LLC | Austin | $878.6 million | 3,903 | 3 | Not listed | (512) 241-7341 | adviserinfo.sec.gov | |
| Alpha Capital Management | Austin | $871.4 million | 1,316 | 9 | Not listed | (512) 322-9318 | alphacapm.com | adviserinfo.sec.gov |
| Pine Valley Capital Partners LLC | Austin | $869.6 million | 12 | 10 | 8 | (737) 497-3710 | adviserinfo.sec.gov | |
| Probity Advisors, Inc. | Dallas | $859.4 million | 1,144 | 9 | Not listed | (214) 891-8131 | probityadvisors.com | adviserinfo.sec.gov |
| Grey Rock Management Partners IV, LLC | Dallas | $856.7 million | 9 | 29 | 9 | (214) 396-2850 | grey-rock.com | adviserinfo.sec.gov |
| CPMG, Inc. | Dallas | $855.8 million | 26 | 7 | 26 | (214) 871-6829 | adviserinfo.sec.gov | |
| Apeiron | Dallas | $852 million | 2,387 | 17 | Not listed | (972) 421-2068 | adviserinfo.sec.gov | |
| Adams Asset Advisors LLC | Dallas | $839.4 million | 118 | 4 | Not listed | (214) 360-7410 | adviserinfo.sec.gov | |
| Ironarc Management, LLC | Austin | $834.1 million | 23 | 8 | 23 | (206) 450-7899 | ironarcventures.com | adviserinfo.sec.gov |
| Climate Investment | Houston | $831.4 million | 4 | 35 | 4 | (713) 402-8266 | adviserinfo.sec.gov | |
| Centergate Capital | Austin | $828.3 million | 5 | 29 | 5 | (512) 717-7100 | centergatecapital.com | adviserinfo.sec.gov |
| Madden Asset Management | Dallas | $826 million | 546 | 3 | Not listed | (214) 855-5335 | adviserinfo.sec.gov | |
| Platform Partners LLC | Houston | $824.8 million | 2 | 22 | 2 | (713) 335-2300 | platformllc.com | adviserinfo.sec.gov |
| Highcrest Capital, LLC | Fredericksburg | $823.7 million | 2 | 20 | 2 | (830) 214-2770 | highcrestcapital.com | adviserinfo.sec.gov |
| Nexannuity Asset Management, L.P. | Dallas | $823.4 million | 3 | 4 | Not listed | (214) 276-6300 | adviserinfo.sec.gov | |
| Alta Fox Capital Management, LLC | Fort Worth | $821.4 million | 2 | 8 | 2 | (817) 350-4230 | adviserinfo.sec.gov | |
| Assetbuilder, Inc. | Allen | $812.7 million | 1,665 | 12 | Not listed | (972) 535-4040 | adviserinfo.sec.gov | |
| Franklin, Parlapiano, Turner & Welch LLC | Houston | $811.5 million | 105 | 9 | Not listed | (281) 599-3129 | ftwllc.com | adviserinfo.sec.gov |
| Tanglewood Legacy Advisors, LLC | Houston | $809 million | 563 | 9 | Not listed | (713) 599-4999 | family-cfo.com | adviserinfo.sec.gov |
| Nokomis Capital, L.L.C. | Dallas | $804.2 million | 2 | 5 | 1 | (972) 590-4100 | adviserinfo.sec.gov | |
| Moss, Luse & Womble, LLC | Plano | $803.2 million | 874 | 42 | Not listed | (972) 674-2584 | mlwfinancial.com | adviserinfo.sec.gov |
| Clear Trail Advisors, LLC | Houston | $803.1 million | 2,064 | 7 | Not listed | (713) 893-9870 | adviserinfo.sec.gov | |
| Elsewhere Partners, LLC | Austin | $803 million | 11 | 22 | 11 | (512) 481-4035 | adviserinfo.sec.gov | |
| Harris Preston & Partners, LLC | Austin | $799.2 million | 109 | 15 | 109 | (512) 505-4111 | harrispreston.com | adviserinfo.sec.gov |
| Saturn V Capital Management LP | Austin | $793.2 million | 4 | 6 | 3 | (415) 738-4435 | adviserinfo.sec.gov | |
| Softvest Advisors | Abilene | $788.2 million | 6 | 7 | 6 | (325) 677-6177 | adviserinfo.sec.gov | |
| Cresta Advisors | Laredo | $786 million | 630 | 12 | Not listed | (956) 267-8130 | adviserinfo.sec.gov | |
| Pin Oak Investment Advisors Inc | Houston | $784.8 million | 322 | 12 | 12 | (713) 871-8300 | pinoak.com | adviserinfo.sec.gov |
| Hourglass Capital, LLC | Houston | $768.9 million | 245 | 6 | Not listed | (713) 936-0440 | hourglasscapital.com | adviserinfo.sec.gov |
| Urban Fund Management, LLC | Plano | $767.8 million | 9 | 67 | 8 | (972) 543-8812 | urbanoilandgas.com | adviserinfo.sec.gov |
| Paratus Financial, Inc. | Dallas | $757.4 million | 703 | 8 | Not listed | (214) 378-7400 | paratusfinancial.com | adviserinfo.sec.gov |
| Westwood Wealth Management | Dallas | $749.5 million | 467 | 62 | 14 | (214) 756-6900 | adviserinfo.sec.gov | |
| Autumn Glory Partners, LLC | Dallas | $747.6 million | 175 | 2 | Not listed | (214) 378-1212 | autumnglorypartners.com | adviserinfo.sec.gov |
| Pax Financial Group | San Antonio | $747.1 million | 3,900 | 22 | Not listed | (210) 881-5700 | player.fm | adviserinfo.sec.gov |
| Crossplane Capital Management, LP | Dallas | $736.2 million | 4 | 19 | 4 | (817) 995-8462 | crossplanecapital.com | adviserinfo.sec.gov |
| Thomist Capital Management, LP | Houston | $736.2 million | 2 | 10 | 1 | (832) 678-2412 | thomistcapital.com | adviserinfo.sec.gov |
| Virtus Family Office | El Paso | $726.9 million | 211 | 5 | 2 | (915) 730-3885 | adviserinfo.sec.gov | |
| Haddington Ventures, LLC | Houston | $726.4 million | 4 | 9 | 4 | (713) 532-7992 | hvllc.com | adviserinfo.sec.gov |
| Bridge Capital Advisors | Houston | $725.2 million | 9 | 3 | Not listed | (281) 356-0193 | bridgecapitalglobal.com | adviserinfo.sec.gov |
| Wealthstar Advisors, LLC | Plano | $723.6 million | 1,825 | 8 | Not listed | (972) 372-2935 | adviserinfo.sec.gov | |
| Doliver Advisors, L.P. | Houston | $718.4 million | 237 | 8 | 15 | (713) 917-0022 | doliveradvisors.com | adviserinfo.sec.gov |
| Main Street Retirement Planning, LLC | Coppell | $716.6 million | 2,927 | 3 | Not listed | (972) 393-0376 | adviserinfo.sec.gov | |
| Carlson Capital, L.P. | Dallas | $710.8 million | 16 | 26 | 11 | (214) 932-9600 | carlsoncapital.com | adviserinfo.sec.gov |
| Manske Wealth Management, LLC | Houston | $707.3 million | 502 | 13 | Not listed | (713) 581-1994 | manskewealth.com | adviserinfo.sec.gov |
| Corrigo Investment Partners, LLC | Austin | $707.2 million | 3 | 6 | 3 | (212) 924-3640 | adviserinfo.sec.gov | |
| E & G Advisors, LLC | Houston | $706.9 million | 826 | 4 | Not listed | (713) 880-5819 | eandgadvisors.com | adviserinfo.sec.gov |
| Latticework Capital Management LLC | Dallas | $705.1 million | 6 | 12 | 6 | (917) 676-6742 | latticeworkcapital.com | adviserinfo.sec.gov |
| CCC Advisors, LLC | Austin | $703.3 million | 14 | 14 | 14 | (512) 412-3300 | cottoncreekcapital.com | adviserinfo.sec.gov |
| Lauterbach Financial Advisors, LLC | El Paso | $700.3 million | 1,038 | 5 | Not listed | (915) 544-6950 | lfa-ia.com | adviserinfo.sec.gov |
| Aethon Energy Management | Dallas | $700.1 million | 5 | 7 | 5 | (214) 750-3820 | adviserinfo.sec.gov | |
| Ikarian Capital | Dallas | $698 million | 5 | 8 | 1 | (214) 276-0670 | adviserinfo.sec.gov | |
| Diesslin Group, Inc. | Fort Worth | $696.3 million | 1,117 | 12 | 2 | (817) 332-6122 | diesslin.com | adviserinfo.sec.gov |
| LP Investment Management, LLC | Dallas | $696.1 million | 4 | 2 | Not listed | (214) 987-8234 | adviserinfo.sec.gov | |
| Optimum Quantvest Corporation | Dallas | $695.1 million | 15 | 4 | Not listed | (263) 381-5677 | optimumgam.com | adviserinfo.sec.gov |
| Precedent Wealth Partners, LLC | Houston | $685 million | 790 | 12 | Not listed | (713) 244-6450 | precedentwealth.com | adviserinfo.sec.gov |
| Dash Investments | Plano | $681.6 million | 1,295 | 9 | Not listed | (800) 549-3227 | adviserinfo.sec.gov | |
| Century Management Financial Advisors | Austin | $679.5 million | 737 | 16 | Not listed | (512) 329-0050 | centman.com | adviserinfo.sec.gov |
| Saxon Financial Group | Houston | $679.1 million | 1,859 | 19 | Not listed | (713) 425-5340 | adviserinfo.sec.gov | |
| Brasada Capital Management, LP | Houston | $679.1 million | 912 | 14 | 1 | (713) 630-8390 | brasadacapital.com | adviserinfo.sec.gov |
| Signal Securities, Inc. | Fort Worth | $679.1 million | 1,920 | 35 | Not listed | (817) 877-4256 | mikemoynihanadvisor.com | adviserinfo.sec.gov |
| Valinor Wealth Management | Plano | $678.3 million | 1,199 | 1 | Not listed | (469) 480-7904 | adviserinfo.sec.gov | |
| 9823 Capital, LP | Dallas | $677.1 million | 19 | 6 | 4 | (214) 849-5800 | 9823.capital | adviserinfo.sec.gov |
| Waterway Wealth Management, L.L.C. | The Woodlands | $675.8 million | 1,073 | 11 | Not listed | (281) 363-0000 | waterwaywealth.com | adviserinfo.sec.gov |
| The Goff Financial Group | Houston | $674.4 million | 646 | 4 | Not listed | (713) 850-8900 | gofffinancial.com | adviserinfo.sec.gov |
| Oakwell Private Wealth Management | Austin | $668.1 million | 453 | 17 | Not listed | oakwellpwm.com | adviserinfo.sec.gov | |
| Cayetano Development, LLC | Austin | $666.6 million | 64 | 46 | 64 | (512) 600-3119 | adviserinfo.sec.gov | |
| McElhenny Sheffield Capital Management, LLC | Dallas | $663.2 million | 1,385 | 7 | Not listed | (214) 922-9200 | mscmfunds.com | adviserinfo.sec.gov |
| Harrell Investment Partners, LLC | Austin | $662.4 million | 766 | 6 | Not listed | (512) 759-8000 | adviserinfo.sec.gov | |
| Pender Capital Management, LLC | Dallas | $661.4 million | 2 | 14 | 1 | (214) 988-9914 | adviserinfo.sec.gov | |
| Banorte Asset Management, Inc. | Houston | $661.2 million | 869 | 40 | Not listed | (713) 980-4600 | adviserinfo.sec.gov | |
| St. James Investment Company, LLC | Southlake | $660.6 million | 1,049 | 6 | Not listed | (214) 484-7250 | stjic.com | adviserinfo.sec.gov |
| Goodlander Investment Management, LLC | Dallas | $660.5 million | 7 | 6 | 1 | (254) 716-6313 | goodlanderim.com | adviserinfo.sec.gov |
| Aspen Wealth Management, LLC | Fort Worth | $657.8 million | 1,121 | 9 | Not listed | (817) 546-6353 | adviserinfo.sec.gov | |
| Optima Asset Management Inc | Dallas | $657.4 million | 273 | 2 | Not listed | (972) 726-0400 | adviserinfo.sec.gov | |
| Wela Financial Advisory | San Antonio | $657.1 million | 1,548 | 9 | Not listed | (210) 530-9599 | welafa.com | adviserinfo.sec.gov |
| Early McClintic & McMillan, LLC | Stafford | $652.2 million | 1,750 | 9 | Not listed | (281) 491-5260 | adviserinfo.sec.gov | |
| Monex Asset Management, Inc. | Houston | $650.9 million | 600 | 20 | Not listed | (713) 877-8234 | monexsec.com | adviserinfo.sec.gov |
| Sheridan Production Partners Manager III, LLC | Houston | $650 million | 3 | 20 | Not listed | (713) 548-1000 | sheridanproduction.com | adviserinfo.sec.gov |
| Reap Financial Group, LLC | Austin | $648.2 million | 3,618 | 28 | Not listed | (512) 249-7300 | reapfinancial.com | adviserinfo.sec.gov |
| Spicewood Mineral Management, LLC | Dallas | $644.7 million | 7 | 10 | 7 | (214) 489-7090 | spicewoodpartners.com | adviserinfo.sec.gov |
| Eldred Rock Partners, LLC | San Antonio | $644.1 million | 81 | 10 | 1 | (726) 208-0800 | eldredrock.com | adviserinfo.sec.gov |
| Granite Harbor Advisors, Inc. | Houston | $642.1 million | 1,068 | 12 | 3 | (832) 461-0789 | adviserinfo.sec.gov | |
| The Watchman Group, Inc. | Plano | $639.7 million | 1,128 | 8 | Not listed | (469) 241-0122 | watchmangroup.com | adviserinfo.sec.gov |
| Bellatore Financial, Inc. | The Woodlands | $638.7 million | 1,731 | 3 | 1 | (877) 242-9949 | adviserinfo.sec.gov | |
| Scott & Selber, Inc. Capital Management | Houston | $637.9 million | 300 | 4 | Not listed | (713) 850-1717 | adviserinfo.sec.gov | |
| Clare Market Investments, LLC | Dallas | $635.2 million | 689 | 4 | Not listed | (866) 659-1019 | adviserinfo.sec.gov | |
| Stanley Capital Management, LLC | Houston | $634.6 million | 1 | 3 | 1 | (713) 900-3200 | stanleycap.com | adviserinfo.sec.gov |
| WJ Interests, LLC | Sugar Land | $633.5 million | 828 | 10 | Not listed | (281) 634-9400 | wjwealth.com | adviserinfo.sec.gov |
| Stuart Investment Advisors, Inc. | Austin | $630.5 million | 1,005 | 4 | Not listed | (512) 478-2275 | adviserinfo.sec.gov | |
| Davidson Capital Management, Inc | Corpus Christi | $630.3 million | 907 | 6 | Not listed | (361) 906-0070 | davidsoncap.com | adviserinfo.sec.gov |
| Crosstimbers Capital Group, LLC | Houston | $626.2 million | 20 | 16 | 20 | (832) 487-0007 | adviserinfo.sec.gov | |
| Sovereign Wealth Advisors LLC | Houston | $625.1 million | 1,892 | 35 | Not listed | (713) 527-3400 | sovereignwealthadvisors.com | adviserinfo.sec.gov |
| Fca Corp | Houston | $623.1 million | 563 | 17 | 1 | (713) 781-2856 | adviserinfo.sec.gov | |
| Shoten Capital LP | Austin | $622.4 million | 4 | 8 | 1 | (512) 265-3800 | shotencapital.com | adviserinfo.sec.gov |
| Corus Family Wealth Advisors, Inc. | McKinney | $619.5 million | 700 | 10 | Not listed | (972) 422-1010 | adviserinfo.sec.gov | |
| Di Investment Management LP | Dallas | $617.6 million | 4 | 83 | 4 | (214) 775-4712 | dalfen.com | adviserinfo.sec.gov |
| EQ Wealth Advisors | Dallas | $617 million | 1,037 | 6 | Not listed | (214) 389-6750 | eqwealthadv.com | adviserinfo.sec.gov |
| Freedom Day Solutions, LLC | Houston | $615.3 million | 1,324 | 8 | Not listed | (713) 784-3878 | adviserinfo.sec.gov | |
| Trinity Investors Fund Advisors, LLC | Southlake | $606.6 million | 56 | 4 | 56 | (817) 310-2900 | adviserinfo.sec.gov | |
| TLWM Financial | San Antonio | $605.4 million | 2,173 | 11 | Not listed | (877) 348-8822 | tlwmadvisor.com | adviserinfo.sec.gov |
| Ackerman Capital Management | Dallas | $604 million | 528 | 6 | 2 | (214) 361-5383 | adviserinfo.sec.gov | |
| Vendera Management Holdings, LLC | Dallas | $602.8 million | 11 | 28 | 11 | (469) 248-3079 | venderaresources.com | adviserinfo.sec.gov |
| CHJ Wealth Management | The Woodlands | $600.2 million | 696 | 6 | Not listed | (281) 298-2700 | chjwealthmanagement.com | adviserinfo.sec.gov |
| Ascentis Wealth Management, LLC | Dallas | $595.7 million | 814 | 9 | Not listed | (214) 440-3909 | ascentiswealth.com | adviserinfo.sec.gov |
| SWBC Investment Company | San Antonio | $594.4 million | 393 | 33 | 1 | (210) 376-3279 | swbc.com | adviserinfo.sec.gov |
| Outlook Wealth Advisors, LLC | The Woodlands | $593.7 million | 2,461 | 11 | Not listed | (281) 872-1515 | adviserinfo.sec.gov | |
| Financial Gravity Family Office Services, LLC | Lakeway | $590.5 million | 3,077 | 45 | Not listed | (800) 588-3893 | adviserinfo.sec.gov | |
| Ias Wealth Management, Inc. | The Woodlands | $588.6 million | 235 | 8 | Not listed | (281) 364-0606 | iaswealth.com | adviserinfo.sec.gov |
| Virage Capital Management LP | Houston | $588.3 million | 9 | 12 | 6 | (713) 840-7700 | viragecm.com | adviserinfo.sec.gov |
| KDK Private Wealth Management | Houston | $584.6 million | 244 | 7 | 5 | (713) 391-8044 | adviserinfo.sec.gov | |
| Armadillo Litigation Funding LLC | Houston | $581.4 million | 5 | 7 | 5 | (713) 861-7200 | armadillolf.com | adviserinfo.sec.gov |
| RTW Financial Advisors Inc | Dallas | $581 million | 521 | 11 | Not listed | (972) 960-1212 | adviserinfo.sec.gov | |
| Mosaic Advisors | Houston | $580.5 million | 275 | 27 | Not listed | (713) 980-4100 | adviserinfo.sec.gov | |
| Civitas Capital Management, LLC | Dallas | $578.6 million | 83 | 47 | 61 | (214) 572-2300 | adviserinfo.sec.gov | |
| Muddy Waters Capital LLC | Austin | $576.3 million | 11 | 14 | 5 | (415) 429-8167 | adviserinfo.sec.gov | |
| Sanders Morris LLC | Houston | $576.1 million | 359 | 27 | Not listed | (713) 224-3100 | adviserinfo.sec.gov | |
| Lucashill, LLC | Dallas | $575.2 million | 5 | 3 | 3 | (650) 254-8599 | adviserinfo.sec.gov | |
| Lifestyle Wealth | Friendswood | $571.2 million | 1,852 | 13 | Not listed | (281) 612-2035 | lsaminc.com | adviserinfo.sec.gov |
| Act Wealth Management, LLC | Allen | $568.8 million | 616 | 5 | Not listed | (214) 618-2022 | adviserinfo.sec.gov | |
| Generational Wealth Advisors | Richardson | $568.8 million | 602 | 60 | Not listed | (972) 378-1795 | talisadvisors.com | adviserinfo.sec.gov |
| Sequel Holdings, L.P. | Dallas | $563 million | 10 | 12 | 10 | (214) 292-4150 | sequelholdings.com | adviserinfo.sec.gov |
| Beck Capital Management LLC | Austin | $562.4 million | 1,110 | 9 | Not listed | (512) 345-6789 | adviserinfo.sec.gov | |
| Rog VI L.L.C. | Houston | $561.3 million | 9 | 43 | 9 | (713) 874-9000 | adviserinfo.sec.gov | |
| Endeavor Advisors, LLC | Houston | $559.5 million | 447 | 10 | Not listed | (281) 326-9902 | endeavor-advisors.com | adviserinfo.sec.gov |
| Qvidtvm Management LLC | The Woodlands | $555.8 million | 5 | 6 | 3 | (212) 457-9077 | qvidtvm.com | adviserinfo.sec.gov |
| Digital Ascension Group, Wealth | Dallas | $555.1 million | 2,551 | 70 | 4 | (307) 396-0295 | adviserinfo.sec.gov | |
| Kercheville Advisors LLC | San Antonio | $554.7 million | 723 | 5 | Not listed | (210) 694-5000 | kercheville.com | adviserinfo.sec.gov |
| Suntx Capital Management Corp. | Dallas | $554.2 million | 3 | 14 | 3 | (972) 663-8900 | suntx.com | adviserinfo.sec.gov |
| RFG Wealth Advisory | Argyle | $553.8 million | 1,471 | 11 | Not listed | (940) 464-4104 | rfgwealthadvisory.com | adviserinfo.sec.gov |
| Nexus One Financial Advisors LLC | Plano | $552 million | 1,661 | 10 | Not listed | (214) 800-4442 | nxfa.com | adviserinfo.sec.gov |
| The Sum | The Woodlands | $551.4 million | 949 | 12 | Not listed | (281) 940-4859 | adviserinfo.sec.gov | |
| Amicus Financial Advisors, LLC | Lubbock | $550.9 million | 1,486 | 19 | Not listed | (806) 698-1122 | adviserinfo.sec.gov | |
| Mack & Co. Partners, LP | Dallas | $549 million | 25 | 8 | 4 | (945) 293-6405 | mackco.com | adviserinfo.sec.gov |
| Mills Wealth Advisors, LLC | Southlake | $548.7 million | 1,877 | 8 | 2 | (817) 416-7300 | millswealthadvisors.com | adviserinfo.sec.gov |
| Newstone Capital Partners, LLC | Dallas | $544.5 million | 6 | 8 | 6 | (214) 753-4300 | newstone.com | adviserinfo.sec.gov |
| Cibolo Energy Partners, LLC | Houston | $541.5 million | 9 | 10 | 9 | (713) 357-7570 | adviserinfo.sec.gov | |
| CAZ Investments Registered Adviser LLC | Houston | $540.6 million | 1 | 83 | Not listed | (713) 403-8250 | adviserinfo.sec.gov | |
| Aecom-Canyon Partners Real Estate Fund Advisors LLC | Dallas | $537.3 million | 3 | 128 | 3 | (214) 253-6000 | aecomcanyon.com | adviserinfo.sec.gov |
| BP Capital Energy Advisors, LLC | Dallas | $537.2 million | 6 | 9 | 6 | (214) 265-1090 | adviserinfo.sec.gov | |
| Juniper Capital Advisors, L.P. | Houston | $535.4 million | 5 | 13 | 5 | (713) 335-4700 | juncap.com | adviserinfo.sec.gov |
| Peirce Capital Management, LLC | The Woodlands | $534.1 million | 1,023 | 5 | Not listed | (281) 858-3524 | peircecap.com | adviserinfo.sec.gov |
| Robertson Investment Management | Houston | $534.1 million | 1,143 | 20 | Not listed | (713) 622-4077 | robertsonwealth.com | adviserinfo.sec.gov |
| New Capital Management, LP | Houston | $533.5 million | 777 | 5 | Not listed | (713) 874-1444 | newcapitalmgmt.com | adviserinfo.sec.gov |
| Sky Island Capital | Dallas | $533.5 million | 9 | 14 | 9 | (469) 965-9200 | adviserinfo.sec.gov | |
| Eight 31 Financial, LLC | Midland | $532.4 million | 122 | 5 | 3 | (423) 282-0251 | adviserinfo.sec.gov | |
| Titan Retirement Advisors LLC | Fulshear | $531 million | 425 | 2 | Not listed | (713) 239-2866 | investtitan.com | adviserinfo.sec.gov |
| Trinity Portfolio Advisors, LLC | Southlake | $530.5 million | 1,422 | 13 | Not listed | (817) 416-7227 | trinityportfolio.com | adviserinfo.sec.gov |
| Financial Gravity Asset Management, Inc. | Austin | $523.4 million | 2,610 | 5 | Not listed | (800) 920-9722 | financialgravityassetmanagement.com | adviserinfo.sec.gov |
| Trinity Legacy Partners, LLC | Houston | $521.2 million | 904 | 7 | 1 | (713) 999-8053 | trinitylegacypartners.com | adviserinfo.sec.gov |
| Dean, Jacobson Financial Services | Fort Worth | $519.4 million | 917 | 8 | Not listed | (817) 335-3214 | deanjacobson.com | adviserinfo.sec.gov |
| Summit House Capital Management, LLC | Dallas | $518.7 million | 6 | 9 | 3 | (214) 227-7792 | summithousecapital.com | adviserinfo.sec.gov |
| Haven Wealth Group | Houston | $514.8 million | 819 | 11 | Not listed | (713) 980-8820 | adviserinfo.sec.gov | |
| Broadwing Capital Management LLC | Dallas | $513.1 million | 6 | 11 | 6 | (972) 503-9776 | adviserinfo.sec.gov | |
| Leo Wealth Americas, LLC | Hurst | $512.3 million | 1,332 | 21 | Not listed | (817) 354-1090 | adviserinfo.sec.gov | |
| Owner Resource Group, LLC | Austin | $511.1 million | 10 | 16 | 9 | (512) 505-4180 | adviserinfo.sec.gov | |
| HFG Wealth Management, LLC | The Woodlands | $505.6 million | 1,492 | 5 | Not listed | (832) 585-0110 | hfgwm.com | adviserinfo.sec.gov |
| 327 Capital Partners, LLC | San Antonio | $505.5 million | 8 | 3 | 8 | (210) 320-0202 | adviserinfo.sec.gov | |
| SMH Capital Advisors LLC | Weatherford | $503.1 million | 171 | 7 | Not listed | (817) 569-7000 | smhca.com | adviserinfo.sec.gov |
Also on SpecStream
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.