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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| TPG Global Advisors, LLC | Fort Worth | $173.56 billion | 197 | 1,271 | Not listed | (817) 871-4000 | adviserinfo.sec.gov | |
| TPG Capital Advisors, LLC | Fort Worth | $140.57 billion | 126 | 414 | 127 | (817) 871-4000 | adviserinfo.sec.gov | |
| Jasper Ridge Partners, L.P. | Fort Worth | $42.95 billion | 67 | 145 | 16 | (817) 333-0027 | jasperridge.com | adviserinfo.sec.gov |
| Luther King Capital Management Corporation | Fort Worth | $31.50 billion | 3,526 | 110 | 18 | (817) 332-3235 | lkcm.com | adviserinfo.sec.gov |
| First Command Advisory Services | Fort Worth | $24.43 billion | 113,591 | 1,787 | Not listed | (817) 731-8621 | adviserinfo.sec.gov | |
| Crestline Management, L.P. | Fort Worth | $22.51 billion | 135 | 195 | 37 | (817) 339-7600 | crestlineinvestors.com | adviserinfo.sec.gov |
| TPG Real Estate Advisors, LLC | Fort Worth | $16.97 billion | 35 | 48 | 33 | (817) 871-4000 | adviserinfo.sec.gov | |
| TPG Solutions Advisors | Fort Worth | $11.61 billion | 35 | 46 | 26 | (817) 871-4000 | adviserinfo.sec.gov | |
| Summittx Capital, L.P. | Fort Worth | $10.10 billion | 3 | 70 | 3 | (817) 769-1578 | summittxcapital.com | adviserinfo.sec.gov |
| Crescent Real Estate LLC | Fort Worth | $5.11 billion | 43 | 113 | 43 | (817) 321-2100 | crescent.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 | |
| Tailwind Advisors | Fort Worth | $1.67 billion | 21 | 12 | 6 | (817) 708-3663 | tailwindadvisors.com | adviserinfo.sec.gov |
| Double Eagle Family Offices, LLC | Fort Worth | $1.40 billion | 114 | 6 | 9 | (817) 928-3260 | adviserinfo.sec.gov | |
| Wpwealth LLP | Fort Worth | $1.17 billion | 1,622 | 18 | Not listed | (817) 259-9100 | adviserinfo.sec.gov | |
| Holt Capital Partners, L.P. | Fort Worth | $1.09 billion | 142 | 6 | 1 | (817) 877-1430 | holtcap.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 |
| Alta Fox Capital Management, LLC | Fort Worth | $821.4 million | 2 | 8 | 2 | (817) 350-4230 | adviserinfo.sec.gov | |
| Diesslin Group, Inc. | Fort Worth | $696.3 million | 1,117 | 12 | 2 | (817) 332-6122 | diesslin.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 |
| Aspen Wealth Management, LLC | Fort Worth | $657.8 million | 1,121 | 9 | Not listed | (817) 546-6353 | adviserinfo.sec.gov | |
| Dean, Jacobson Financial Services | Fort Worth | $519.4 million | 917 | 8 | Not listed | (817) 335-3214 | deanjacobson.com | adviserinfo.sec.gov |
| Basin Oil and Gas Management, LP | Fort Worth | $492.7 million | 5 | 8 | 5 | (817) 820-8910 | basinfunds.com | adviserinfo.sec.gov |
| SWMG, LLC | Fort Worth | $430.4 million | 1,652 | 19 | Not listed | (817) 210-3444 | adviserinfo.sec.gov | |
| Point Bridge Capital, LLC | Fort Worth | $419.7 million | 68 | 2 | 9 | (817) 529-4600 | pointbridgecapital.com | adviserinfo.sec.gov |
| Rhodes Investment Advisors, Inc. | Fort Worth | $419.2 million | 805 | 9 | Not listed | (817) 334-0455 | palmerretirement.com | adviserinfo.sec.gov |
| Vortus Investment Advisors, LLC | Fort Worth | $411.7 million | 6 | 6 | 5 | (817) 945-2400 | vortus.com | adviserinfo.sec.gov |
| The Capital Chart Room, LTD | Fort Worth | $400.9 million | 295 | 8 | Not listed | (817) 801-6455 | adviserinfo.sec.gov | |
| Highpeak Energy Management, LLC | Fort Worth | $391.8 million | 2 | 3 | 2 | (817) 850-9200 | adviserinfo.sec.gov | |
| Overridge Wealth Advisors | Fort Worth | $368.2 million | 1,401 | 10 | Not listed | (817) 738-1451 | adviserinfo.sec.gov | |
| Shelton Wealth Management, LLC | Fort Worth | $364.5 million | 477 | 4 | Not listed | (817) 415-2877 | sheltonwealth.com | adviserinfo.sec.gov |
| Michels Family Financial, LLC | Fort Worth | $347.9 million | 1,391 | 8 | Not listed | (817) 719-9999 | michelsfamilyfinancial.com | adviserinfo.sec.gov |
| Aspenridge Wealth Advisors | Fort Worth | $335 million | 1,352 | 7 | Not listed | (682) 231-8331 | aspenridgewealthadvisors.com | adviserinfo.sec.gov |
| Rivercrest Capital Management LLC | Fort Worth | $285.7 million | 3 | 21 | 3 | (817) 945-9700 | rivercrestcap.com | adviserinfo.sec.gov |
| M2g Ventures LLC | Fort Worth | $284 million | 12 | 26 | 12 | (817) 898-8515 | adviserinfo.sec.gov | |
| Nolet Wealth Management, LLC | Fort Worth | $272.6 million | 40 | 4 | Not listed | (817) 350-4342 | noletwealth.com | adviserinfo.sec.gov |
| Bios Capital Management, LP | Fort Worth | $250.9 million | 24 | 8 | 24 | (817) 984-9197 | adviserinfo.sec.gov | |
| Styre Wealth | Fort Worth | $250.8 million | 697 | 6 | Not listed | (817) 605-7833 | adviserinfo.sec.gov | |
| Storehouse Financial LLC | Fort Worth | $240.4 million | 1,346 | 6 | Not listed | (877) 305-3233 | storehousefinancial.com | adviserinfo.sec.gov |
| Lummis Asset Management, L.P. | Fort Worth | $210 million | 129 | 1 | Not listed | (817) 348-0577 | lamcocapital.com | adviserinfo.sec.gov |
| Steelhead Capital Management, LLC | Fort Worth | $202.5 million | 20 | 6 | 20 | (817) 984-9197 | steelheadcm.com | adviserinfo.sec.gov |
| Brazos Wealth Advisors LLC | Fort Worth | $183.7 million | 425 | 3 | Not listed | (682) 350-1055 | adviserinfo.sec.gov | |
| Thirteen Twenty-Two Advisors | Fort Worth | $163.5 million | 743 | 6 | Not listed | (817) 484-9800 | 1322advisors.com | adviserinfo.sec.gov |
| Purewater Capital, LLC | Fort Worth | $149.5 million | 512 | 5 | Not listed | (817) 416-8680 | purewatercapital.com | adviserinfo.sec.gov |
| Trinity Investment Management, LLC | Fort Worth | $126.2 million | 96 | 5 | 1 | (817) 874-2700 | trinity-invest.com | adviserinfo.sec.gov |
| Moffatt Financial Strategies | Fort Worth | $117.1 million | 181 | 6 | Not listed | (682) 747-0134 | adviserinfo.sec.gov | |
| Longhorn Capital Partners, L.P. | Fort Worth | $63.6 million | 2 | 2 | Not listed | (646) 207-1743 | adviserinfo.sec.gov | |
| Eagle Capital International, LLC | Fort Worth | Not listed | Not listed | Not listed | 8 | (443) 203-8014 | adviserinfo.sec.gov | |
| Goff Focused Strategies LLC | Fort Worth | Not listed | Not listed | Not listed | 5 | (817) 509-3964 | adviserinfo.sec.gov | |
| Western Research and Management, L.L.C. | Fort Worth | Not listed | Not listed | Not listed | 5 | (817) 877-9980 | western-companies.com | adviserinfo.sec.gov |
| Epus Global Energy, LLC | Fort Worth | Not listed | Not listed | Not listed | 3 | (682) 316-8777 | adviserinfo.sec.gov | |
| Ca Partners LLC | Fort Worth | Not listed | Not listed | Not listed | 2 | (817) 291-2505 | capartnersfunds.com | adviserinfo.sec.gov |
| Corriente Advisors, LLC | Fort Worth | Not listed | Not listed | Not listed | 2 | (817) 870-0400 | corrientecapital.com | adviserinfo.sec.gov |
| Marauder Capital LLC | Fort Worth | Not listed | Not listed | Not listed | 2 | (919) 636-2969 | adviserinfo.sec.gov | |
| Monograph Capital Advisors, L.P. | Fort Worth | Not listed | Not listed | Not listed | 2 | (347) 587-0288 | monograph.bio | adviserinfo.sec.gov |
| Telis Group Capital Management LLC | Fort Worth | Not listed | Not listed | Not listed | 2 | (720) 689-7900 | telisgrp.com | adviserinfo.sec.gov |
| Trademark Property Company | Fort Worth | Not listed | Not listed | Not listed | 1 | (817) 870-1122 | trademarkproperty.com | adviserinfo.sec.gov |
| Cleros Wealth Partners, LLC | Fort Worth | Not listed | 0 | 4 | Not listed | (817) 984-3830 | adviserinfo.sec.gov | |
| Corner Speed Capital Partners | Fort Worth | Not listed | Not listed | Not listed | Not listed | (817) 682-7523 | adviserinfo.sec.gov | |
| Monograph Capital Advisors (UK), LLP | Fort Worth | Not listed | Not listed | Not listed | Not listed | (347) 587-0288 | monograph.bio | adviserinfo.sec.gov |
Advisers in Fort Worth that manage private funds
32 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| TPG Capital Advisors, LLC | Fort Worth | TX | 127 | Not listed | 127 | Not listed | Not listed | $141.38 billion | $140.57 billion | adviserinfo.sec.gov |
| Crescent Real Estate LLC | Fort Worth | TX | 43 | Not listed | Not listed | Not listed | 43 | $6.58 billion | $5.11 billion | adviserinfo.sec.gov |
| Crestline Management, L.P. | Fort Worth | TX | 37 | 30 | 2 | Not listed | Not listed | $12.58 billion | $22.51 billion | adviserinfo.sec.gov |
| TPG Real Estate Advisors, LLC | Fort Worth | TX | 33 | Not listed | Not listed | Not listed | 33 | $16.97 billion | $16.97 billion | adviserinfo.sec.gov |
| TPG Solutions Advisors | Fort Worth | TX | 26 | 1 | 25 | Not listed | Not listed | $11.61 billion | $11.61 billion | adviserinfo.sec.gov |
| Bios Capital Management, LP | Fort Worth | TX | 24 | Not listed | Not listed | 24 | Not listed | $250.9 million | $250.9 million | adviserinfo.sec.gov |
| Steelhead Capital Management, LLC | Fort Worth | TX | 20 | Not listed | Not listed | 20 | Not listed | $202.8 million | $202.5 million | adviserinfo.sec.gov |
| Luther King Capital Management Corporation | Fort Worth | TX | 18 | 6 | 12 | Not listed | Not listed | $6.02 billion | $31.50 billion | adviserinfo.sec.gov |
| Jasper Ridge Partners, L.P. | Fort Worth | TX | 16 | Not listed | Not listed | Not listed | Not listed | $11.13 billion | $42.95 billion | adviserinfo.sec.gov |
| M2g Ventures LLC | Fort Worth | TX | 12 | Not listed | Not listed | Not listed | 12 | $299 million | $284 million | adviserinfo.sec.gov |
| Double Eagle Family Offices, LLC | Fort Worth | TX | 9 | Not listed | 9 | Not listed | Not listed | $491.3 million | $1.40 billion | adviserinfo.sec.gov |
| Point Bridge Capital, LLC | Fort Worth | TX | 9 | Not listed | Not listed | 9 | Not listed | $134.6 million | $419.7 million | adviserinfo.sec.gov |
| Eagle Capital International, LLC | Fort Worth | TX | 8 | Not listed | Not listed | 8 | Not listed | $93.7 million | Not listed | adviserinfo.sec.gov |
| Tailwind Advisors | Fort Worth | TX | 6 | Not listed | 6 | Not listed | Not listed | $424.7 million | $1.67 billion | adviserinfo.sec.gov |
| Basin Oil and Gas Management, LP | Fort Worth | TX | 5 | Not listed | 5 | Not listed | Not listed | $492.7 million | $492.7 million | adviserinfo.sec.gov |
| Vortus Investment Advisors, LLC | Fort Worth | TX | 5 | Not listed | 5 | Not listed | Not listed | $262.1 million | $411.7 million | adviserinfo.sec.gov |
| Goff Focused Strategies LLC | Fort Worth | TX | 5 | Not listed | 5 | Not listed | Not listed | $48.2 million | Not listed | adviserinfo.sec.gov |
| Western Research and Management, L.L.C. | Fort Worth | TX | 5 | Not listed | Not listed | Not listed | Not listed | $38 million | Not listed | adviserinfo.sec.gov |
| Summittx Capital, L.P. | Fort Worth | TX | 3 | 3 | Not listed | Not listed | Not listed | $10.10 billion | $10.10 billion | adviserinfo.sec.gov |
| Rivercrest Capital Management LLC | Fort Worth | TX | 3 | Not listed | 3 | Not listed | Not listed | $252.8 million | $285.7 million | adviserinfo.sec.gov |
| Epus Global Energy, LLC | Fort Worth | TX | 3 | Not listed | 3 | Not listed | Not listed | $65.9 million | Not listed | adviserinfo.sec.gov |
| Alta Fox Capital Management, LLC | Fort Worth | TX | 2 | 1 | Not listed | Not listed | Not listed | $821.4 million | $821.4 million | adviserinfo.sec.gov |
| Diesslin Group, Inc. | Fort Worth | TX | 2 | Not listed | 1 | Not listed | 1 | $1 million | $696.3 million | adviserinfo.sec.gov |
| Highpeak Energy Management, LLC | Fort Worth | TX | 2 | Not listed | 2 | Not listed | Not listed | $391.8 million | $391.8 million | adviserinfo.sec.gov |
| Ca Partners LLC | Fort Worth | TX | 2 | Not listed | Not listed | 2 | Not listed | $27.6 million | Not listed | adviserinfo.sec.gov |
| Corriente Advisors, LLC | Fort Worth | TX | 2 | Not listed | Not listed | 2 | Not listed | $19.2 million | Not listed | adviserinfo.sec.gov |
| Marauder Capital LLC | Fort Worth | TX | 2 | Not listed | 2 | Not listed | Not listed | $80.8 million | Not listed | adviserinfo.sec.gov |
| Monograph Capital Advisors, L.P. | Fort Worth | TX | 2 | Not listed | Not listed | 2 | Not listed | $325.5 million | Not listed | adviserinfo.sec.gov |
| Telis Group Capital Management LLC | Fort Worth | TX | 2 | Not listed | Not listed | Not listed | 2 | $72.2 million | Not listed | adviserinfo.sec.gov |
| Holt Capital Partners, L.P. | Fort Worth | TX | 1 | Not listed | Not listed | Not listed | Not listed | $28.2 million | $1.09 billion | adviserinfo.sec.gov |
Newest SEC registrations in Fort Worth
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Cleros Wealth Partners, LLC | Fort Worth | TX | October 15, 2026 | Not listed | 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.