Data / Investment advisers / Texas / Dallas
Investment advisers in Dallas, TX: 378 firms, $1 trillion in AUM
378 investment advisers have their main office in Dallas, Texas: 299 SEC registered and 79 exempt reporting. The registered advisers report $1 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is NB Alternatives Advisers LLC with $160 billion.
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.
- 378Advisers
- 299SEC registered
- 79Exempt reporting
- $1 trillionTotal AUM
- 280Advisers over $100 million
- 247Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. The first 200 of 378 are shown. 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 |
|---|---|---|---|---|---|---|---|---|
| NB Alternatives Advisers LLC | Dallas | $160.24 billion | 379 | 417 | 159 | (214) 647-9500 | adviserinfo.sec.gov | |
| Sixth Street Advisers, LLC | Dallas | $101.61 billion | 177 | 703 | 160 | (469) 621-3001 | adviserinfo.sec.gov | |
| Alm First Financial Advisors LLC | Dallas | $76.17 billion | 189 | 23 | 3 | (800) 752-4628 | adviserinfo.sec.gov | |
| Barrow Hanley Global Investors | Dallas | $59.04 billion | 272 | 94 | 5 | (214) 665-1900 | barrowhanley.com | adviserinfo.sec.gov |
| Hilltop Securities Asset Management, LLC | Dallas | $37.70 billion | 60 | 31 | Not listed | (214) 953-4000 | hilltopsecurities.com | adviserinfo.sec.gov |
| Hudson Advisors | Dallas | $36.39 billion | 86 | 293 | 55 | (214) 754-8400 | hudson-advisors.com | adviserinfo.sec.gov |
| Guidestone Capital Management | Dallas | $36.24 billion | 27 | 35 | Not listed | (214) 720-2148 | adviserinfo.sec.gov | |
| Lone Star Funds | Dallas | $35.73 billion | 31 | 36 | 33 | (214) 754-8300 | adviserinfo.sec.gov | |
| HBK Capital Management | Dallas | $35.61 billion | 9 | 198 | 4 | (214) 758-6100 | hbk.com | adviserinfo.sec.gov |
| Trinitas Capital Management | Dallas | $19.56 billion | 45 | 26 | 45 | (214) 420-2400 | trinitascmllc.com | adviserinfo.sec.gov |
| RCP Advisors 2, LLC | Dallas | $18.21 billion | 111 | 63 | 75 | (312) 266-7300 | adviserinfo.sec.gov | |
| Maverick Capital LTD | Dallas | $15.85 billion | 19 | 98 | 19 | (214) 880-4000 | maverickventures.medium.com | adviserinfo.sec.gov |
| Crow Holdings Capital | Dallas | $14.45 billion | 19 | 166 | 28 | (214) 661-8000 | adviserinfo.sec.gov | |
| Prospera Financial Services, Inc. | Dallas | $14.39 billion | 31,454 | 326 | Not listed | (972) 581-3000 | adviserinfo.sec.gov | |
| Westwood Management Corp | Dallas | $12.46 billion | 249 | 95 | Not listed | (214) 756-6900 | westwoodgroup.com | adviserinfo.sec.gov |
| Canyon Capital Advisors LLC | Dallas | $11.92 billion | 28 | 192 | 24 | (214) 253-6000 | canyonpartners.com | adviserinfo.sec.gov |
| Canyon Clo Advisors LP | Dallas | $11.91 billion | 27 | 161 | 27 | (214) 253-6000 | adviserinfo.sec.gov | |
| NGP | Dallas | $10.88 billion | 16 | 56 | 17 | (972) 432-1440 | ngpenergy.com | adviserinfo.sec.gov |
| Tolleson Private Wealth Management | Dallas | $9.26 billion | 3,931 | 93 | 21 | (214) 252-3250 | 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 |
| Trive Capital Management LLC | Dallas | $8.00 billion | 19 | 87 | 19 | (214) 499-9715 | adviserinfo.sec.gov | |
| Disruptive Technology Advisers LLC | Dallas | $7.68 billion | 28 | 16 | 28 | (214) 668-1536 | disruptive.tech | adviserinfo.sec.gov |
| Merewether Investment Management, LP | Dallas | $6.91 billion | 9 | 25 | 4 | (214) 453-5522 | merewetherinvestment.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 |
| Txre Advisers, LLC | Dallas | $6.37 billion | 21 | 84 | 10 | (972) 201-2841 | hillwood.pl | adviserinfo.sec.gov |
| Integrated Advisors Network LLC | Dallas | $5.52 billion | 12,957 | 86 | 2 | (855) 729-4222 | jcinvests.com | adviserinfo.sec.gov |
| True North Advisors, LLC | Dallas | $5.42 billion | 5,298 | 89 | 34 | (214) 360-7300 | truenorthadvisors.com | adviserinfo.sec.gov |
| Three Bell Capital LLC | Dallas | $5.05 billion | 628 | 22 | 17 | (650) 843-9836 | adviserinfo.sec.gov | |
| Quotient Wealth Partners, LLC | Dallas | $4.91 billion | 8,088 | 60 | Not listed | (469) 912-2522 | 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 |
| Turtle Creek Trust | Dallas | $4.28 billion | 559 | 10 | Not listed | (214) 468-0100 | turtlecreekdallas.com | adviserinfo.sec.gov |
| Texas Capital Bank Private Wealth Advisors | Dallas | $4.19 billion | 2,251 | 64 | Not listed | (945) 229-5873 | 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 |
| Transwestern Investments | Dallas | $3.75 billion | 7 | 31 | 5 | (214) 572-9817 | transwesterninvest.com | adviserinfo.sec.gov |
| Merit Energy Company | Dallas | $3.70 billion | 12 | 782 | 12 | (972) 701-8377 | meritenergy.com | adviserinfo.sec.gov |
| Regan Capital | Dallas | $3.59 billion | 53 | 22 | 3 | (214) 550-1710 | adviserinfo.sec.gov | |
| Sycamore Tree Capital Partners, L.P. | Dallas | $3.54 billion | 12 | 30 | 12 | (214) 251-8250 | 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 | |
| VWH Capital Management, LP | Dallas | $3.32 billion | 11 | 28 | 4 | (212) 468-5580 | 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 |
| 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 |
| 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 | |
| Hilltop Securities Inc. | Dallas | $2.51 billion | 5,592 | 92 | Not listed | (214) 953-4000 | advisors.hilltopsecurities.com | adviserinfo.sec.gov |
| Silver Hill Energy Partners, LP | Dallas | $2.49 billion | 3 | 49 | 3 | (214) 865-6555 | silverhillenergy.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 |
| Strive Asset Management | Dallas | $2.38 billion | 15 | 33 | Not listed | (872) 270-5406 | adviserinfo.sec.gov | |
| Beaird Harris | Dallas | $2.27 billion | 3,331 | 19 | Not listed | (972) 503-1040 | 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 |
| Ascentis Independent Advisors, LLC | Dallas | $2.09 billion | 7,464 | 43 | Not listed | (866) 273-1563 | organpeakfinancial.com | adviserinfo.sec.gov |
| River Canyon Fund Management LLC | Dallas | $2.08 billion | 3 | 161 | 1 | (214) 253-6000 | rivercanyonfunds.com | adviserinfo.sec.gov |
| Cresta Fund Management LLC | Dallas | $2.04 billion | 22 | 16 | 22 | (214) 310-1083 | 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 | |
| Guidestone Advisors | Dallas | $1.96 billion | 5,004 | 34 | Not listed | (214) 720-6486 | 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 |
| Scout Energy Management LLC | Dallas | $1.86 billion | 20 | 1,113 | 20 | (972) 277-1397 | scoutep.com | adviserinfo.sec.gov |
| Condire Management, LP | Dallas | $1.86 billion | 5 | 11 | 5 | (214) 572-8921 | condireinvestorsllc.com | 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 |
| Kainos (TX) Capital LP | Dallas | $1.81 billion | 11 | 25 | 10 | (214) 740-7300 | adviserinfo.sec.gov | |
| NXG Investment Management | Dallas | $1.75 billion | 6 | 10 | 1 | (214) 692-6334 | adviserinfo.sec.gov | |
| Swift Creek Partners | Dallas | $1.74 billion | 7 | 13 | 1 | (214) 692-4200 | swiftcreekpartners.com | adviserinfo.sec.gov |
| Lee Financial Company, LLC | Dallas | $1.68 billion | 1,745 | 39 | 4 | (972) 960-1001 | 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 |
| Duration Asset Management, LLC | Dallas | $1.58 billion | 7 | 3 | 1 | (214) 420-0300 | 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 |
| Greenbrier Partners Capital Management, LLC | Dallas | $1.54 billion | 1 | 4 | 1 | (214) 720-2060 | 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 | |
| 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 |
| Howard Financial Services, LTD. | Dallas | $1.40 billion | 1,276 | 24 | 31 | (214) 346-0785 | hfs-wm.com | adviserinfo.sec.gov |
| Level Four Capital Management | Dallas | $1.38 billion | 3,533 | 9 | Not listed | (866) 834-1040 | 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 |
| Citation | Dallas | $1.36 billion | 10 | 14 | 7 | (469) 607-0253 | citation.capital | adviserinfo.sec.gov |
| Beacon Financial Group | Dallas | $1.30 billion | 2,152 | 18 | Not listed | (972) 726-9888 | adviserinfo.sec.gov | |
| Trigate Management LLC | Dallas | $1.28 billion | 10 | 20 | 10 | (214) 615-3355 | trigatecapital.com | adviserinfo.sec.gov |
| Webs Creek Capital Management LP | Dallas | $1.25 billion | 11 | 9 | 2 | (972) 546-2504 | webscreekcapital.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 |
| 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 |
| Nexpoint Real Estate Advisors X, L.P. | Dallas | $1.10 billion | 1 | 2 | Not listed | (214) 276-6300 | adviserinfo.sec.gov | |
| McGowan Group Asset Management, Inc. | Dallas | $1.08 billion | 4,773 | 9 | Not listed | (214) 720-4400 | adviserinfo.sec.gov | |
| Avidity Partners Management LP | Dallas | $1.06 billion | 7 | 9 | 3 | (214) 550-1696 | adviserinfo.sec.gov | |
| Esp Investment Advisors LLC | Dallas | $1.04 billion | 3 | 16 | 3 | (214) 987-6100 | energyspectrum.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 |
| Renovo Capital, LLC | Dallas | $1.01 billion | 8 | 14 | 8 | (214) 699-4960 | renovocapital.com | adviserinfo.sec.gov |
| Petrocap, LLC | Dallas | $949.1 million | 7 | 15 | 7 | (214) 871-7967 | aplomadopartners.com | adviserinfo.sec.gov |
| Vaquero Private Wealth, LTD. | Dallas | $928.9 million | 739 | 9 | Not listed | (214) 269-7855 | adviserinfo.sec.gov | |
| Braemont Capital | Dallas | $913 million | 7 | 17 | 7 | (214) 833-8883 | braemont.com | adviserinfo.sec.gov |
| Brookmont Capital Management | Dallas | $910.5 million | 137 | 4 | Not listed | (214) 953-0190 | brookmont.com | adviserinfo.sec.gov |
| Riata Capital Group, LLC | Dallas | $901.1 million | 15 | 19 | 15 | (214) 740-3600 | riatacapital.com | 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 | |
| Strata Wealth Advisors, LLC | Dallas | $886.1 million | 961 | 14 | Not listed | (214) 420-7020 | stratawealth.com | 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 | |
| Madden Asset Management | Dallas | $826 million | 546 | 3 | Not listed | (214) 855-5335 | adviserinfo.sec.gov | |
| Nexannuity Asset Management, L.P. | Dallas | $823.4 million | 3 | 4 | Not listed | (214) 276-6300 | adviserinfo.sec.gov | |
| Nokomis Capital, L.L.C. | Dallas | $804.2 million | 2 | 5 | 1 | (972) 590-4100 | 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 |
| Crossplane Capital Management, LP | Dallas | $736.2 million | 4 | 19 | 4 | (817) 995-8462 | crossplanecapital.com | adviserinfo.sec.gov |
| Carlson Capital, L.P. | Dallas | $710.8 million | 16 | 26 | 11 | (214) 932-9600 | carlsoncapital.com | adviserinfo.sec.gov |
| Latticework Capital Management LLC | Dallas | $705.1 million | 6 | 12 | 6 | (917) 676-6742 | latticeworkcapital.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 | |
| 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 |
| 9823 Capital, LP | Dallas | $677.1 million | 19 | 6 | 4 | (214) 849-5800 | 9823.capital | 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 |
| Pender Capital Management, LLC | Dallas | $661.4 million | 2 | 14 | 1 | (214) 988-9914 | adviserinfo.sec.gov | |
| Goodlander Investment Management, LLC | Dallas | $660.5 million | 7 | 6 | 1 | (254) 716-6313 | goodlanderim.com | adviserinfo.sec.gov |
| Optima Asset Management Inc | Dallas | $657.4 million | 273 | 2 | Not listed | (972) 726-0400 | adviserinfo.sec.gov | |
| Spicewood Mineral Management, LLC | Dallas | $644.7 million | 7 | 10 | 7 | (214) 489-7090 | spicewoodpartners.com | adviserinfo.sec.gov |
| Clare Market Investments, LLC | Dallas | $635.2 million | 689 | 4 | Not listed | (866) 659-1019 | 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 |
| 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 |
| Ascentis Wealth Management, LLC | Dallas | $595.7 million | 814 | 9 | Not listed | (214) 440-3909 | ascentiswealth.com | adviserinfo.sec.gov |
| RTW Financial Advisors Inc | Dallas | $581 million | 521 | 11 | Not listed | (972) 960-1212 | adviserinfo.sec.gov | |
| Civitas Capital Management, LLC | Dallas | $578.6 million | 83 | 47 | 61 | (214) 572-2300 | adviserinfo.sec.gov | |
| Lucashill, LLC | Dallas | $575.2 million | 5 | 3 | 3 | (650) 254-8599 | adviserinfo.sec.gov | |
| Sequel Holdings, L.P. | Dallas | $563 million | 10 | 12 | 10 | (214) 292-4150 | sequelholdings.com | adviserinfo.sec.gov |
| Digital Ascension Group, Wealth | Dallas | $555.1 million | 2,551 | 70 | 4 | (307) 396-0295 | adviserinfo.sec.gov | |
| Suntx Capital Management Corp. | Dallas | $554.2 million | 3 | 14 | 3 | (972) 663-8900 | suntx.com | adviserinfo.sec.gov |
| Mack & Co. Partners, LP | Dallas | $549 million | 25 | 8 | 4 | (945) 293-6405 | mackco.com | adviserinfo.sec.gov |
| Newstone Capital Partners, LLC | Dallas | $544.5 million | 6 | 8 | 6 | (214) 753-4300 | newstone.com | 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 | |
| Sky Island Capital | Dallas | $533.5 million | 9 | 14 | 9 | (469) 965-9200 | adviserinfo.sec.gov | |
| Summit House Capital Management, LLC | Dallas | $518.7 million | 6 | 9 | 3 | (214) 227-7792 | summithousecapital.com | adviserinfo.sec.gov |
| Broadwing Capital Management LLC | Dallas | $513.1 million | 6 | 11 | 6 | (972) 503-9776 | adviserinfo.sec.gov | |
| Sabrepoint Capital Management | Dallas | $499.5 million | 1 | 5 | 1 | (214) 432-1593 | sabrepointcapital.com | adviserinfo.sec.gov |
| Socorro Asset Management | Dallas | $497.9 million | 8 | 6 | 1 | (214) 550-1852 | socorroasset.com | adviserinfo.sec.gov |
| RR Advisors, LLC | Dallas | $496.8 million | 10 | 8 | 8 | (214) 871-8680 | rchenergy.com | adviserinfo.sec.gov |
| Allred Harris Wealth Management. | Dallas | $493.4 million | 353 | 6 | Not listed | (214) 965-7695 | allredcapitalmanagement.com | adviserinfo.sec.gov |
| Symmetry Capital Advisors LLC | Dallas | $492.7 million | 442 | 5 | Not listed | (214) 696-4444 | adviserinfo.sec.gov | |
| Thackeray Partners | Dallas | $488.7 million | 4 | 11 | 4 | (214) 360-7830 | thackeraypartners.com | adviserinfo.sec.gov |
| Xebec Asset Management, LLC | Dallas | $484.5 million | 8 | 29 | 8 | (469) 687-3184 | xebeclogisticstrust.com | adviserinfo.sec.gov |
| Carson Management Company, LLC | Dallas | $475.1 million | 20 | 6 | 20 | (214) 999-1000 | adviserinfo.sec.gov | |
| S2 Fund Manager, LLC | Dallas | $474.8 million | 6 | 42 | 6 | (214) 377-2977 | s2cp.com | adviserinfo.sec.gov |
| Proem Advisors LLC | Dallas | $474.1 million | 5 | 5 | 3 | (214) 706-9344 | proemasset.com | adviserinfo.sec.gov |
| SLW Investment Management, LLC | Dallas | $464.2 million | 2 | 11 | Not listed | (214) 871-5200 | slwinvest.com | adviserinfo.sec.gov |
| LGT Financial Advisors LLC | Dallas | $456.1 million | 452 | 5 | Not listed | (214) 871-7500 | lgt-fa.com | adviserinfo.sec.gov |
| Havencrest Capital Management, LLC | Dallas | $450.7 million | 2 | 14 | 2 | (214) 420-3492 | adviserinfo.sec.gov | |
| Burford Brothers, Inc. | Dallas | $440.2 million | 856 | 4 | Not listed | (214) 523-2333 | adviserinfo.sec.gov | |
| Cic Partners Management LLC | Dallas | $438 million | 3 | 17 | 3 | (214) 871-6819 | adviserinfo.sec.gov | |
| Crux Capital LTD | Dallas | $427.6 million | 5 | 10 | 5 | (469) 389-1244 | crux-cap.com | adviserinfo.sec.gov |
| Murphy & Sylvest | Dallas | $425.7 million | 1,214 | 8 | Not listed | (214) 373-8362 | adviserinfo.sec.gov | |
| Castleview Partners, LLC | Dallas | $416.9 million | 1,894 | 22 | Not listed | (214) 710-1995 | castleviewpartners.com | adviserinfo.sec.gov |
| Slotnik Capital, LLC | Dallas | $415.8 million | 1 | 5 | 1 | (214) 462-9203 | slotnikmergerarb.com | adviserinfo.sec.gov |
| Caird Investments | Dallas | $413.2 million | 1 | 8 | Not listed | (469) 729-0530 | cairdinvestments.com | adviserinfo.sec.gov |
| Fifth Force Management | Dallas | $406.9 million | 161 | 4 | Not listed | (972) 571-4397 | adviserinfo.sec.gov | |
| Palogic Value Management, L.P. | Dallas | $405.5 million | 67 | 5 | 3 | (214) 871-2700 | palogicfund.com | adviserinfo.sec.gov |
| First Dallas Securities, Inc. | Dallas | $398.4 million | 370 | 20 | Not listed | (214) 954-1177 | firstdallas.com | adviserinfo.sec.gov |
| Fortune Wealth Management, LLC | Dallas | $396.3 million | 199 | 3 | Not listed | (972) 716-8002 | fortunewealthmanagement.com | adviserinfo.sec.gov |
| Fifth Partners Management, LLC | Dallas | $391.6 million | 11 | 28 | 11 | (214) 492-5863 | archenergypartners.com | adviserinfo.sec.gov |
| Promus Advisors | Dallas | $384.6 million | 260 | 6 | Not listed | (214) 612-5750 | promusadvisors.com | adviserinfo.sec.gov |
| Concorde Investment Management | Dallas | $376.2 million | 378 | 6 | Not listed | (972) 701-5400 | concordeco.com | adviserinfo.sec.gov |
| Unity Partners | Dallas | $367 million | 3 | 24 | 3 | (314) 210-9702 | unitypartnerslp.com | adviserinfo.sec.gov |
| Greenfield Seitz Capital Management, LLC | Dallas | $363.4 million | 458 | 4 | Not listed | (214) 367-6170 | gscapital.net | adviserinfo.sec.gov |
| Robertson Opportunity Capital, LLC | Dallas | $358.7 million | 2 | 6 | 2 | (972) 713-5001 | rocapital.com | adviserinfo.sec.gov |
| Velocis Management, LLC | Dallas | $346.4 million | 9 | 20 | 8 | (214) 702-0220 | adviserinfo.sec.gov | |
| Capital Ideas | Dallas | $336.2 million | 270 | 5 | Not listed | (214) 750-4400 | adviserinfo.sec.gov | |
| Fluent Financial, LLC | Dallas | $329.7 million | 1,030 | 9 | Not listed | (972) 852-4800 | adviserinfo.sec.gov | |
| Resilient Capital Management, LLC | Dallas | $326.1 million | 3 | 3 | 3 | (972) 975-5665 | resilientcappartners.com | adviserinfo.sec.gov |
| Meros Investment Management, LP | Dallas | $321 million | 4 | 10 | Not listed | (214) 871-5200 | merosinv.com | adviserinfo.sec.gov |
Advisers in Dallas that manage private funds
247 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Sixth Street Advisers, LLC | Dallas | TX | 160 | 4 | 123 | Not listed | Not listed | $90.51 billion | $101.61 billion | adviserinfo.sec.gov |
| NB Alternatives Advisers LLC | Dallas | TX | 159 | 5 | 154 | Not listed | Not listed | $80.45 billion | $160.24 billion | adviserinfo.sec.gov |
| RCP Advisors 2, LLC | Dallas | TX | 75 | Not listed | 71 | Not listed | Not listed | $19.82 billion | $18.21 billion | adviserinfo.sec.gov |
| Civitas Capital Management, LLC | Dallas | TX | 61 | 59 | 2 | Not listed | Not listed | $132.4 million | $578.6 million | adviserinfo.sec.gov |
| Hudson Advisors | Dallas | TX | 55 | 32 | 21 | 1 | 1 | $901.8 million | $36.39 billion | adviserinfo.sec.gov |
| Hc2 Capital, LLC | Dallas | TX | 50 | Not listed | 50 | Not listed | Not listed | $251.6 million | $251.6 million | adviserinfo.sec.gov |
| Trinitas Capital Management | Dallas | TX | 45 | Not listed | Not listed | Not listed | Not listed | $19.56 billion | $19.56 billion | adviserinfo.sec.gov |
| LFG Capital Management LLC | Dallas | TX | 38 | Not listed | Not listed | 38 | Not listed | $28.6 million | Not listed | adviserinfo.sec.gov |
| BSV Special Entity Management | Dallas | TX | 37 | Not listed | Not listed | 37 | Not listed | $103.1 million | Not listed | adviserinfo.sec.gov |
| True North Advisors, LLC | Dallas | TX | 34 | 5 | Not listed | 4 | 8 | $1.08 billion | $5.42 billion | adviserinfo.sec.gov |
| Lone Star Funds | Dallas | TX | 33 | 15 | 17 | Not listed | 1 | $39.91 billion | $35.73 billion | adviserinfo.sec.gov |
| Legacy Knight Mfo, LLC | Dallas | TX | 33 | Not listed | 27 | Not listed | 3 | $942.3 million | $2.85 billion | adviserinfo.sec.gov |
| Howard Financial Services, LTD. | Dallas | TX | 31 | 1 | Not listed | Not listed | 20 | $224.2 million | $1.40 billion | adviserinfo.sec.gov |
| Crow Holdings Capital | Dallas | TX | 28 | 28 | Not listed | Not listed | Not listed | $11.83 billion | $14.45 billion | adviserinfo.sec.gov |
| Disruptive Technology Advisers LLC | Dallas | TX | 28 | Not listed | Not listed | Not listed | Not listed | $3.12 billion | $7.68 billion | adviserinfo.sec.gov |
| Canyon Clo Advisors LP | Dallas | TX | 27 | Not listed | Not listed | Not listed | Not listed | $11.41 billion | $11.91 billion | adviserinfo.sec.gov |
| CPMG, Inc. | Dallas | TX | 26 | Not listed | 26 | Not listed | Not listed | $1.06 billion | $855.8 million | adviserinfo.sec.gov |
| Canyon Capital Advisors LLC | Dallas | TX | 24 | 19 | 4 | Not listed | Not listed | $11.49 billion | $11.92 billion | adviserinfo.sec.gov |
| Canyon Partners Real Estate LLC | Dallas | TX | 23 | Not listed | Not listed | Not listed | 23 | $2.91 billion | $2.91 billion | adviserinfo.sec.gov |
| Cresta Fund Management LLC | Dallas | TX | 22 | Not listed | 22 | Not listed | Not listed | $1.98 billion | $2.04 billion | adviserinfo.sec.gov |
| Tolleson Private Wealth Management | Dallas | TX | 21 | 2 | 17 | Not listed | Not listed | $5.08 billion | $9.26 billion | adviserinfo.sec.gov |
| Goldcrest Advisory, LLC | Dallas | TX | 21 | Not listed | Not listed | 21 | Not listed | $2.88 billion | Not listed | adviserinfo.sec.gov |
| Scout Energy Management LLC | Dallas | TX | 20 | Not listed | Not listed | Not listed | Not listed | $1.86 billion | $1.86 billion | adviserinfo.sec.gov |
| Carson Management Company, LLC | Dallas | TX | 20 | Not listed | 20 | Not listed | Not listed | $475.1 million | $475.1 million | adviserinfo.sec.gov |
| Maverick Capital LTD | Dallas | TX | 19 | 10 | 6 | 2 | Not listed | $16.28 billion | $15.85 billion | adviserinfo.sec.gov |
| Trive Capital Management LLC | Dallas | TX | 19 | Not listed | 18 | Not listed | Not listed | $8.05 billion | $8.00 billion | adviserinfo.sec.gov |
| Tailwater Capital | Dallas | TX | 19 | Not listed | 19 | Not listed | Not listed | $4.23 billion | $3.97 billion | adviserinfo.sec.gov |
| Covemark Investment Manager LLC | Dallas | TX | 18 | Not listed | 12 | 4 | 2 | $47.1 million | Not listed | adviserinfo.sec.gov |
| NGP | Dallas | TX | 17 | Not listed | 17 | Not listed | Not listed | $10.88 billion | $10.88 billion | adviserinfo.sec.gov |
| Three Bell Capital LLC | Dallas | TX | 17 | 2 | 8 | 3 | 1 | $517.3 million | $5.05 billion | adviserinfo.sec.gov |
Newest SEC registrations in Dallas
6 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Driftmark Capital | Dallas | TX | October 22, 2026 | Not listed | driftmarkcap.com | adviserinfo.sec.gov |
| Purpose Capital Management, LLC | Dallas | TX | October 8, 2026 | $2.00 billion | purposecapitalmgmt.com | adviserinfo.sec.gov |
| Canyon Abf Manager LLC | Dallas | TX | August 21, 2026 | $300 million | canyonpartners.com | adviserinfo.sec.gov |
| Crux Capital LTD | Dallas | TX | August 14, 2026 | $427.6 million | crux-cap.com | adviserinfo.sec.gov |
| Everlong Capital Fund Management, LP | Dallas | TX | August 5, 2026 | Not listed | adviserinfo.sec.gov | |
| CSR Capital | Dallas | TX | August 5, 2026 | $268.7 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.