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Data / Investment advisers / Texas / Fort Worth

Investment advisers in Fort Worth, TX: 59 firms, $501 billion in AUM

59 investment advisers have their main office in Fort Worth, Texas: 47 SEC registered and 12 exempt reporting. The registered advisers report $501 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is TPG Global Advisors, LLC with $174 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.

  • 59Advisers
  • 47SEC registered
  • 12Exempt reporting
  • $501 billionTotal AUM
  • 45Advisers over $100 million
  • 32Manage 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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
TPG Global Advisors, LLCFort Worth$173.56 billion1971,271Not listed(817) 871-4000adviserinfo.sec.gov
TPG Capital Advisors, LLCFort Worth$140.57 billion126414127(817) 871-4000adviserinfo.sec.gov
Jasper Ridge Partners, L.P.Fort Worth$42.95 billion6714516(817) 333-0027jasperridge.comadviserinfo.sec.gov
Luther King Capital Management CorporationFort Worth$31.50 billion3,52611018(817) 332-3235lkcm.comadviserinfo.sec.gov
First Command Advisory ServicesFort Worth$24.43 billion113,5911,787Not listed(817) 731-8621adviserinfo.sec.gov
Crestline Management, L.P.Fort Worth$22.51 billion13519537(817) 339-7600crestlineinvestors.comadviserinfo.sec.gov
TPG Real Estate Advisors, LLCFort Worth$16.97 billion354833(817) 871-4000adviserinfo.sec.gov
TPG Solutions AdvisorsFort Worth$11.61 billion354626(817) 871-4000adviserinfo.sec.gov
Summittx Capital, L.P.Fort Worth$10.10 billion3703(817) 769-1578summittxcapital.comadviserinfo.sec.gov
Crescent Real Estate LLCFort Worth$5.11 billion4311343(817) 321-2100crescent.comadviserinfo.sec.gov
TPG Re Finance Trust Management, L.P.Fort Worth$4.41 billion119Not listed(817) 871-4000adviserinfo.sec.gov
Tailwind AdvisorsFort Worth$1.67 billion21126(817) 708-3663tailwindadvisors.comadviserinfo.sec.gov
Double Eagle Family Offices, LLCFort Worth$1.40 billion11469(817) 928-3260adviserinfo.sec.gov
Wpwealth LLPFort Worth$1.17 billion1,62218Not listed(817) 259-9100adviserinfo.sec.gov
Holt Capital Partners, L.P.Fort Worth$1.09 billion14261(817) 877-1430holtcap.comadviserinfo.sec.gov
Rogers Wealth Group, Inc.Fort Worth$1.04 billion87621Not listed(817) 334-0351rogers401k.comadviserinfo.sec.gov
Alta Fox Capital Management, LLCFort Worth$821.4 million282(817) 350-4230adviserinfo.sec.gov
Diesslin Group, Inc.Fort Worth$696.3 million1,117122(817) 332-6122diesslin.comadviserinfo.sec.gov
Signal Securities, Inc.Fort Worth$679.1 million1,92035Not listed(817) 877-4256mikemoynihanadvisor.comadviserinfo.sec.gov
Aspen Wealth Management, LLCFort Worth$657.8 million1,1219Not listed(817) 546-6353adviserinfo.sec.gov
Dean, Jacobson Financial ServicesFort Worth$519.4 million9178Not listed(817) 335-3214deanjacobson.comadviserinfo.sec.gov
Basin Oil and Gas Management, LPFort Worth$492.7 million585(817) 820-8910basinfunds.comadviserinfo.sec.gov
SWMG, LLCFort Worth$430.4 million1,65219Not listed(817) 210-3444adviserinfo.sec.gov
Point Bridge Capital, LLCFort Worth$419.7 million6829(817) 529-4600pointbridgecapital.comadviserinfo.sec.gov
Rhodes Investment Advisors, Inc.Fort Worth$419.2 million8059Not listed(817) 334-0455palmerretirement.comadviserinfo.sec.gov
Vortus Investment Advisors, LLCFort Worth$411.7 million665(817) 945-2400vortus.comadviserinfo.sec.gov
The Capital Chart Room, LTDFort Worth$400.9 million2958Not listed(817) 801-6455adviserinfo.sec.gov
Highpeak Energy Management, LLCFort Worth$391.8 million232(817) 850-9200adviserinfo.sec.gov
Overridge Wealth AdvisorsFort Worth$368.2 million1,40110Not listed(817) 738-1451adviserinfo.sec.gov
Shelton Wealth Management, LLCFort Worth$364.5 million4774Not listed(817) 415-2877sheltonwealth.comadviserinfo.sec.gov
Michels Family Financial, LLCFort Worth$347.9 million1,3918Not listed(817) 719-9999michelsfamilyfinancial.comadviserinfo.sec.gov
Aspenridge Wealth AdvisorsFort Worth$335 million1,3527Not listed(682) 231-8331aspenridgewealthadvisors.comadviserinfo.sec.gov
Rivercrest Capital Management LLCFort Worth$285.7 million3213(817) 945-9700rivercrestcap.comadviserinfo.sec.gov
M2g Ventures LLCFort Worth$284 million122612(817) 898-8515adviserinfo.sec.gov
Nolet Wealth Management, LLCFort Worth$272.6 million404Not listed(817) 350-4342noletwealth.comadviserinfo.sec.gov
Bios Capital Management, LPFort Worth$250.9 million24824(817) 984-9197adviserinfo.sec.gov
Styre WealthFort Worth$250.8 million6976Not listed(817) 605-7833adviserinfo.sec.gov
Storehouse Financial LLCFort Worth$240.4 million1,3466Not listed(877) 305-3233storehousefinancial.comadviserinfo.sec.gov
Lummis Asset Management, L.P.Fort Worth$210 million1291Not listed(817) 348-0577lamcocapital.comadviserinfo.sec.gov
Steelhead Capital Management, LLCFort Worth$202.5 million20620(817) 984-9197steelheadcm.comadviserinfo.sec.gov
Brazos Wealth Advisors LLCFort Worth$183.7 million4253Not listed(682) 350-1055adviserinfo.sec.gov
Thirteen Twenty-Two AdvisorsFort Worth$163.5 million7436Not listed(817) 484-98001322advisors.comadviserinfo.sec.gov
Purewater Capital, LLCFort Worth$149.5 million5125Not listed(817) 416-8680purewatercapital.comadviserinfo.sec.gov
Trinity Investment Management, LLCFort Worth$126.2 million9651(817) 874-2700trinity-invest.comadviserinfo.sec.gov
Moffatt Financial StrategiesFort Worth$117.1 million1816Not listed(682) 747-0134adviserinfo.sec.gov
Longhorn Capital Partners, L.P.Fort Worth$63.6 million22Not listed(646) 207-1743adviserinfo.sec.gov
Eagle Capital International, LLCFort WorthNot listedNot listedNot listed8(443) 203-8014adviserinfo.sec.gov
Goff Focused Strategies LLCFort WorthNot listedNot listedNot listed5(817) 509-3964adviserinfo.sec.gov
Western Research and Management, L.L.C.Fort WorthNot listedNot listedNot listed5(817) 877-9980western-companies.comadviserinfo.sec.gov
Epus Global Energy, LLCFort WorthNot listedNot listedNot listed3(682) 316-8777adviserinfo.sec.gov
Ca Partners LLCFort WorthNot listedNot listedNot listed2(817) 291-2505capartnersfunds.comadviserinfo.sec.gov
Corriente Advisors, LLCFort WorthNot listedNot listedNot listed2(817) 870-0400corrientecapital.comadviserinfo.sec.gov
Marauder Capital LLCFort WorthNot listedNot listedNot listed2(919) 636-2969adviserinfo.sec.gov
Monograph Capital Advisors, L.P.Fort WorthNot listedNot listedNot listed2(347) 587-0288monograph.bioadviserinfo.sec.gov
Telis Group Capital Management LLCFort WorthNot listedNot listedNot listed2(720) 689-7900telisgrp.comadviserinfo.sec.gov
Trademark Property CompanyFort WorthNot listedNot listedNot listed1(817) 870-1122trademarkproperty.comadviserinfo.sec.gov
Cleros Wealth Partners, LLCFort WorthNot listed04Not listed(817) 984-3830adviserinfo.sec.gov
Corner Speed Capital PartnersFort WorthNot listedNot listedNot listedNot listed(817) 682-7523adviserinfo.sec.gov
Monograph Capital Advisors (UK), LLPFort WorthNot listedNot listedNot listedNot listed(347) 587-0288monograph.bioadviserinfo.sec.gov

Advisers in Fort Worth that manage private funds

32 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
TPG Capital Advisors, LLCFort WorthTX127Not listed127Not listedNot listed$141.38 billion$140.57 billionadviserinfo.sec.gov
Crescent Real Estate LLCFort WorthTX43Not listedNot listedNot listed43$6.58 billion$5.11 billionadviserinfo.sec.gov
Crestline Management, L.P.Fort WorthTX37302Not listedNot listed$12.58 billion$22.51 billionadviserinfo.sec.gov
TPG Real Estate Advisors, LLCFort WorthTX33Not listedNot listedNot listed33$16.97 billion$16.97 billionadviserinfo.sec.gov
TPG Solutions AdvisorsFort WorthTX26125Not listedNot listed$11.61 billion$11.61 billionadviserinfo.sec.gov
Bios Capital Management, LPFort WorthTX24Not listedNot listed24Not listed$250.9 million$250.9 millionadviserinfo.sec.gov
Steelhead Capital Management, LLCFort WorthTX20Not listedNot listed20Not listed$202.8 million$202.5 millionadviserinfo.sec.gov
Luther King Capital Management CorporationFort WorthTX18612Not listedNot listed$6.02 billion$31.50 billionadviserinfo.sec.gov
Jasper Ridge Partners, L.P.Fort WorthTX16Not listedNot listedNot listedNot listed$11.13 billion$42.95 billionadviserinfo.sec.gov
M2g Ventures LLCFort WorthTX12Not listedNot listedNot listed12$299 million$284 millionadviserinfo.sec.gov
Double Eagle Family Offices, LLCFort WorthTX9Not listed9Not listedNot listed$491.3 million$1.40 billionadviserinfo.sec.gov
Point Bridge Capital, LLCFort WorthTX9Not listedNot listed9Not listed$134.6 million$419.7 millionadviserinfo.sec.gov
Eagle Capital International, LLCFort WorthTX8Not listedNot listed8Not listed$93.7 millionNot listedadviserinfo.sec.gov
Tailwind AdvisorsFort WorthTX6Not listed6Not listedNot listed$424.7 million$1.67 billionadviserinfo.sec.gov
Basin Oil and Gas Management, LPFort WorthTX5Not listed5Not listedNot listed$492.7 million$492.7 millionadviserinfo.sec.gov
Vortus Investment Advisors, LLCFort WorthTX5Not listed5Not listedNot listed$262.1 million$411.7 millionadviserinfo.sec.gov
Goff Focused Strategies LLCFort WorthTX5Not listed5Not listedNot listed$48.2 millionNot listedadviserinfo.sec.gov
Western Research and Management, L.L.C.Fort WorthTX5Not listedNot listedNot listedNot listed$38 millionNot listedadviserinfo.sec.gov
Summittx Capital, L.P.Fort WorthTX33Not listedNot listedNot listed$10.10 billion$10.10 billionadviserinfo.sec.gov
Rivercrest Capital Management LLCFort WorthTX3Not listed3Not listedNot listed$252.8 million$285.7 millionadviserinfo.sec.gov
Epus Global Energy, LLCFort WorthTX3Not listed3Not listedNot listed$65.9 millionNot listedadviserinfo.sec.gov
Alta Fox Capital Management, LLCFort WorthTX21Not listedNot listedNot listed$821.4 million$821.4 millionadviserinfo.sec.gov
Diesslin Group, Inc.Fort WorthTX2Not listed1Not listed1$1 million$696.3 millionadviserinfo.sec.gov
Highpeak Energy Management, LLCFort WorthTX2Not listed2Not listedNot listed$391.8 million$391.8 millionadviserinfo.sec.gov
Ca Partners LLCFort WorthTX2Not listedNot listed2Not listed$27.6 millionNot listedadviserinfo.sec.gov
Corriente Advisors, LLCFort WorthTX2Not listedNot listed2Not listed$19.2 millionNot listedadviserinfo.sec.gov
Marauder Capital LLCFort WorthTX2Not listed2Not listedNot listed$80.8 millionNot listedadviserinfo.sec.gov
Monograph Capital Advisors, L.P.Fort WorthTX2Not listedNot listed2Not listed$325.5 millionNot listedadviserinfo.sec.gov
Telis Group Capital Management LLCFort WorthTX2Not listedNot listedNot listed2$72.2 millionNot listedadviserinfo.sec.gov
Holt Capital Partners, L.P.Fort WorthTX1Not listedNot listedNot listedNot listed$28.2 million$1.09 billionadviserinfo.sec.gov

Newest SEC registrations in Fort Worth

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Cleros Wealth Partners, LLCFort WorthTXOctober 15, 2026Not listedadviserinfo.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.