Data / Investment advisers / Texas / Houston

Investment advisers in Houston, TX: 289 firms, $493 billion in AUM

Name: Investment advisers in Houston, TX: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

289 investment advisers have their main office in Houston, Texas: 240 SEC registered and 49 exempt reporting. The registered advisers report $493 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Fayez Sarofim & Co. with $35.1 billion.

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289Advisers
240SEC registered
49Exempt reporting
$493 billionTotal AUM
222Advisers over $100 million
154Manage private funds
November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. The first 200 of 289 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
Fayez Sarofim & Co.	Houston	$35.07 billion	2,997	54	Not listed	(713) 654-4484	sarofim.com	adviserinfo.sec.gov
The Variable Annuity Life Insurance Company	Houston	$32.94 billion	36	1,700	Not listed	(713) 522-1111		adviserinfo.sec.gov
Valic Financial Advisors, Inc.	Houston	$29.22 billion	293,026	1,647	Not listed	(866) 544-4968	valic.com	adviserinfo.sec.gov
Quantum Capital Group	Houston	$28.77 billion	71	144	71	(713) 452-2000		adviserinfo.sec.gov
Garcia Hamilton & Associates LP	Houston	$24.86 billion	382	41	1	(713) 853-2322	garciahamiltonassociates.com	adviserinfo.sec.gov
Kayne Anderson Capital Advisors, L.P.	Houston	$14.29 billion	82	310	54	(310) 282-7900		adviserinfo.sec.gov
Sarofim Trust Co	Houston	$12.96 billion	96	26	Not listed	(713) 654-4484		adviserinfo.sec.gov
Vaughan Nelson Investment Management, L.P.	Houston	$12.24 billion	379	53	1	(713) 224-2545		adviserinfo.sec.gov
The Energy & Minerals Group LP	Houston	$12.02 billion	57	22	33	(713) 579-5000	emgtx.com	adviserinfo.sec.gov
The Windacre Partnership LLC	Houston	$11.42 billion	3	8	1	(713) 623-7700	windacre.com	adviserinfo.sec.gov
CAZ Investments L.P.	Houston	$10.83 billion	13,562	83	107	(713) 403-8250	cazinvestments.com	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
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
59 North Capital Management, LP	Houston	$7.50 billion	4	9	1	(713) 955-4809		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
Ara Partners	Houston	$6.79 billion	41	95	41	(713) 337-9150	arapartners.com	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
Avidian Wealth Solutions	Houston	$4.76 billion	7,256	59	7	(281) 822-8800	avidianwealth.com	adviserinfo.sec.gov
Bridgeway Capital Management, LLC	Houston	$4.25 billion	23	23	1	(713) 661-3500		adviserinfo.sec.gov
Waterous Energy Fund Management (US), LLC	Houston	$4.01 billion	12	2	16	(281) 545-7397	waterous.com	adviserinfo.sec.gov
GFS Advisors LLC	Houston	$3.76 billion	654	11	Not listed	(713) 968-0400	globalhou.com	adviserinfo.sec.gov
TRB Wealth Management, LLC	Houston	$3.74 billion	934	15	1	(832) 810-3565	trb.bank	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
Marble Capital LP	Houston	$3.35 billion	17	38	2	(713) 823-5433		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
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
Paul Comstock Partners	Houston	$2.80 billion	120	16	Not listed	(713) 977-2694	paulcomstockpartners.com	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
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
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
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
Adell Harriman & Carpenter	Houston	$2.09 billion	2,825	13	Not listed	(713) 621-1155	ahcinvest.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
Inscription Capital, LLC	Houston	$2.05 billion	1,504	20	Not listed	(713) 673-8999		adviserinfo.sec.gov
Corda Investment Management, LLC	Houston	$2.00 billion	3,099	32	Not listed	(713) 439-0665	cordamanagement.com	adviserinfo.sec.gov
Fic Partners Management, LP	Houston	$1.97 billion	20	8	14	(713) 337-7980	ficfund.com	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
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
Financial Synergies	Houston	$1.81 billion	928	21	Not listed	(713) 623-6600		adviserinfo.sec.gov
Intrua Financial	Houston	$1.75 billion	7,272	53	Not listed	(713) 355-9910		adviserinfo.sec.gov
Main Street Capital Partners	Houston	$1.73 billion	3	116	2	(713) 350-6000	mainstcapital.com	adviserinfo.sec.gov
Trace Capital Management LP	Houston	$1.68 billion	4	16	4	(713) 217-2722		adviserinfo.sec.gov
Pickering Energy Partners LP	Houston	$1.66 billion	13	51	10	(713) 804-7575	pickeringenergypartners.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
Chambers Energy Capital	Houston	$1.41 billion	5	6	5	(713) 554-6770	chambersenergycapital.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
Recurrent Investment Advisors LLC	Houston	$1.38 billion	21	6	Not listed	(832) 241-5900	recurrentfunds.com	adviserinfo.sec.gov
Mountain Capital Management, LLC	Houston	$1.37 billion	12	8	12	(713) 357-9660	mountainlp.com	adviserinfo.sec.gov
Symphony Financial, LTD. Co.	Houston	$1.35 billion	4,178	26	Not listed	(281) 272-6800	thegreensagegroup.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
Amberjack Capital Partners, L.P.	Houston	$1.25 billion	16	12	14	(281) 605-3900	amberjackcapital.com	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
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
Arkos Global Advisors, LLC	Houston	$1.15 billion	444	17	Not listed	(346) 352-2360		adviserinfo.sec.gov
Oak Harvest Investment Services	Houston	$1.14 billion	2,927	44	Not listed	(281) 822-1350		adviserinfo.sec.gov
The Clarus Group	Houston	$1.10 billion	1,786	14	Not listed	(713) 621-3500	claruswealthgroup.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
Enervest Investment Services, L.L.C.	Houston	$1.01 billion	8	316	4	(713) 659-3500	enervest.net	adviserinfo.sec.gov
Pelican Energy Partners	Houston	$1.01 billion	6	29	6	(713) 559-7110	pelicanenergypartners.com	adviserinfo.sec.gov
White Deer	Houston	$960.8 million	15	9	12	(713) 581-6900	whitedeerenergy.com	adviserinfo.sec.gov
MBR Financial	Houston	$956.4 million	1,516	10	Not listed	(832) 667-8787	mbrfinancial.com	adviserinfo.sec.gov
Ascension Capital Advisors, Inc.	Houston	$938.5 million	670	10	Not listed	(713) 952-6900	ascensioncapital.com	adviserinfo.sec.gov
Ara GC Partners, LLC	Houston	$935.9 million	11	23	11	(713) 337-9150		adviserinfo.sec.gov
Lavaca Capital, LLC	Houston	$927.1 million	33	4	2	(713) 904-4027		adviserinfo.sec.gov
Goodman Financial Corporation	Houston	$915.9 million	913	26	Not listed	(713) 599-1777		adviserinfo.sec.gov
Gec Advisors LLC	Houston	$892.1 million	10	5	8	(713) 993-7222		adviserinfo.sec.gov
Climate Investment	Houston	$831.4 million	4	35	4	(713) 402-8266		adviserinfo.sec.gov
Platform Partners LLC	Houston	$824.8 million	2	22	2	(713) 335-2300	platformllc.com	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
Clear Trail Advisors, LLC	Houston	$803.1 million	2,064	7	Not listed	(713) 893-9870		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
Thomist Capital Management, LP	Houston	$736.2 million	2	10	1	(832) 678-2412	thomistcapital.com	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
Doliver Advisors, L.P.	Houston	$718.4 million	237	8	15	(713) 917-0022	doliveradvisors.com	adviserinfo.sec.gov
Manske Wealth Management, LLC	Houston	$707.3 million	502	13	Not listed	(713) 581-1994	manskewealth.com	adviserinfo.sec.gov
E & G Advisors, LLC	Houston	$706.9 million	826	4	Not listed	(713) 880-5819	eandgadvisors.com	adviserinfo.sec.gov
Precedent Wealth Partners, LLC	Houston	$685 million	790	12	Not listed	(713) 244-6450	precedentwealth.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
The Goff Financial Group	Houston	$674.4 million	646	4	Not listed	(713) 850-8900	gofffinancial.com	adviserinfo.sec.gov
Banorte Asset Management, Inc.	Houston	$661.2 million	869	40	Not listed	(713) 980-4600		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
Granite Harbor Advisors, Inc.	Houston	$642.1 million	1,068	12	3	(832) 461-0789		adviserinfo.sec.gov
Scott & Selber, Inc. Capital Management	Houston	$637.9 million	300	4	Not listed	(713) 850-1717		adviserinfo.sec.gov
Stanley Capital Management, LLC	Houston	$634.6 million	1	3	1	(713) 900-3200	stanleycap.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
Freedom Day Solutions, LLC	Houston	$615.3 million	1,324	8	Not listed	(713) 784-3878		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
Mosaic Advisors	Houston	$580.5 million	275	27	Not listed	(713) 980-4100		adviserinfo.sec.gov
Sanders Morris LLC	Houston	$576.1 million	359	27	Not listed	(713) 224-3100		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
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
Juniper Capital Advisors, L.P.	Houston	$535.4 million	5	13	5	(713) 335-4700	juncap.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
Trinity Legacy Partners, LLC	Houston	$521.2 million	904	7	1	(713) 999-8053	trinitylegacypartners.com	adviserinfo.sec.gov
Haven Wealth Group	Houston	$514.8 million	819	11	Not listed	(713) 980-8820		adviserinfo.sec.gov
Portfolio Advisory Council,L.L.C.	Houston	$494.9 million	971	9	Not listed	(713) 574-6015	pacadvisory.com	adviserinfo.sec.gov
Quantum Capital Group	Houston	$490.6 million	9	144	9	(713) 452-2000	quantumcap.com	adviserinfo.sec.gov
Joyce Wealth Management, LLC	Houston	$483.1 million	949	3	Not listed	(713) 714-8500	joycewealthmanagement.com	adviserinfo.sec.gov
Stellus Private BDC Advisor, LLC	Houston	$472.8 million	1	36	Not listed	(713) 292-5400		adviserinfo.sec.gov
Henry Bragg & Co.	Houston	$468.7 million	603	4	Not listed	(713) 393-9444		adviserinfo.sec.gov
Brownlee Wealth Management	Houston	$465.3 million	358	6	Not listed	(281) 377-3170		adviserinfo.sec.gov
Cypress Asset Management Inc	Houston	$455.8 million	87	5	Not listed	(713) 512-2100	cypressasset.com	adviserinfo.sec.gov
Horizon Wealth Advisors	Houston	$451.4 million	869	4	Not listed	(713) 748-7000	horizon-advisors.com	adviserinfo.sec.gov
Advocates Wealth Planning	Houston	$448.1 million	1,101	6	Not listed	(713) 827-8014	youradvocates.com	adviserinfo.sec.gov
Luminus Management, LLC	Houston	$442.8 million	10	8	9	(212) 424-2868	luminusmgmt.com	adviserinfo.sec.gov
Branson Fowlkes & Co Inc	Houston	$439.4 million	1,126	7	Not listed	(713) 780-0606	bransonfowlkes.com	adviserinfo.sec.gov
Skylar Capital Management LP	Houston	$437.7 million	5	21	2	(713) 341-7942		adviserinfo.sec.gov
Pacific Strategic Management, LP	Houston	$426.5 million	68	3	3	(713) 495-5220	pacificsi.com	adviserinfo.sec.gov
Zarvona Energy LLC	Houston	$423.1 million	5	102	5	(713) 600-0600	zarvonaenergy.com	adviserinfo.sec.gov
Fruth Investment Management	Houston	$417.8 million	403	3	Not listed	(713) 464-2283	rjfruth.com	adviserinfo.sec.gov
Rog IX, LLC	Houston	$401 million	1	43	Not listed	(713) 874-9000	riverbendenergygroup.com	adviserinfo.sec.gov
Ka Credit Advisors II, LLC	Houston	$395.2 million	1	64	Not listed	(713) 493-2000		adviserinfo.sec.gov
Post Oak Private Wealth Advisors	Houston	$390.9 million	782	7	Not listed	(281) 580-2100	postoakprivatewealth.com	adviserinfo.sec.gov
Wealth Benefit Advisors, LLC	Houston	$380.9 million	487	5	Not listed	(713) 980-9100	wealthbenefit.com	adviserinfo.sec.gov
Fortiter Wealth Management, LLC	Houston	$379.9 million	285	4	Not listed	(832) 941-1234		adviserinfo.sec.gov
Juniper Capital Investment Management, L.P.	Houston	$370.8 million	2	13	2	(713) 335-4700	juncap.com	adviserinfo.sec.gov
Camden Wealth Advisors LLC	Houston	$366.3 million	524	6	Not listed	(713) 341-5312		adviserinfo.sec.gov
Homage Wealth Group LLC	Houston	$366.2 million	7	2	Not listed	(713) 725-0696		adviserinfo.sec.gov
Tsa Wealth Management	Houston	$358.8 million	666	3	Not listed	(713) 735-9217		adviserinfo.sec.gov
Heritage Wealth Management	Houston	$357.8 million	803	6	Not listed	(713) 871-9800	heritageplanners.com	adviserinfo.sec.gov
GBM Wealth Management, Inc.	Houston	$346.4 million	546	10	Not listed	(281) 745-9100	gbminvestor.com	adviserinfo.sec.gov
RHP Wealth Management	Houston	$344.8 million	643	9	Not listed	(713) 554-2252		adviserinfo.sec.gov
Cap Six Advisors	Houston	$340.8 million	128	5	Not listed	(281) 671-7982	cap-six.com	adviserinfo.sec.gov
Intrepid Investment Management, LLC	Houston	$336 million	9	7	9	(212) 279-1996	intrepidim.com	adviserinfo.sec.gov
The Menard Financial Group, LLC	Houston	$335.3 million	354	3	Not listed	(713) 364-1515	themenardfinancialgroup.net	adviserinfo.sec.gov
Leggett Capital Partners	Houston	$333.4 million	20	5	20	(832) 804-8301	leggettventures.com	adviserinfo.sec.gov
Patron Partners, LLC	Houston	$325.7 million	621	7	Not listed	(971) 371-3450	patronpartnersadvisors.com	adviserinfo.sec.gov
Crimson Management	Houston	$324.5 million	55	2	Not listed		crimsonmanagement.com	adviserinfo.sec.gov
Carriage Services Investment Advisors, Inc.	Houston	$308.2 million	124	4	1	(713) 332-8400		adviserinfo.sec.gov
Penney Financial	Houston	$303.5 million	465	3	Not listed	(713) 300-5165	penneyfinancial.com	adviserinfo.sec.gov
Core Capital Management and Research Inc.	Houston	$298.8 million	269	4	Not listed	(713) 864-4300	ccmr.io	adviserinfo.sec.gov
Beacon Financial Advisors LTD	Houston	$296.9 million	492	2	Not listed	(713) 622-9981	bfaltd.com	adviserinfo.sec.gov
Nuclo Wealth	Houston	$293.7 million	69	8	Not listed	(281) 857-6435	nuclowealth.com	adviserinfo.sec.gov
Lehrer Financial & Economic Advisory Services	Houston	$286.3 million	9	1	Not listed		lehecoserv.com	adviserinfo.sec.gov
Dauntless Capital Partners LLC	Houston	$283.5 million	6	13	5	(202) 656-1250	dauntlesscapital.com	adviserinfo.sec.gov
Founders Capital Management Inc	Houston	$281.8 million	130	3	Not listed	(713) 877-1188	founderscapital.net	adviserinfo.sec.gov
Pontem Investment Management Company	Houston	$279.1 million	2	6	2	(713) 291-5785	pontemec.com	adviserinfo.sec.gov
Prota Financial	Houston	$270.4 million	1,808	13	Not listed	(713) 568-8171		adviserinfo.sec.gov
The Salient Zarvona Energy Fund GP, L.P.	Houston	$264.3 million	4	5	4	(713) 600-0600	zarvonaenergy.com	adviserinfo.sec.gov
Westpark Wealth Advisors, Inc.	Houston	$254.3 million	773	25	Not listed	(713) 266-2993	westparkwealth.com	adviserinfo.sec.gov
JCP Investment Management, LLC	Houston	$252.3 million	31	6	2	(713) 333-5540	jcpinv.com	adviserinfo.sec.gov
Guided Capital Wealth Management, LLC	Houston	$249.2 million	592	5	Not listed	(832) 975-0710	guidedcapitalwealth.com	adviserinfo.sec.gov
Buckhorn Resources, LP	Houston	$248.9 million	7	11	7	(281) 930-6030		adviserinfo.sec.gov
Focus Wealth Advisors, LLC	Houston	$247.6 million	384	1	Not listed	(713) 800-7170		adviserinfo.sec.gov
McKinney Capital Management	Houston	$246.1 million	912	7	Not listed	(713) 888-0841		adviserinfo.sec.gov
Stegent Equity Advisors Inc.	Houston	$243.7 million	377	3	Not listed			adviserinfo.sec.gov
Outfitter Energy Management, LLC	Houston	$239.6 million	1	3	1	(281) 402-8174		adviserinfo.sec.gov
Rock Hill Capital	Houston	$238.8 million	5	4	5	(713) 715-7510	rockhillcap.com	adviserinfo.sec.gov
Covalence Investment Partners, L.P.	Houston	$238.4 million	5	7	3	(832) 579-0455	covalenceip.com	adviserinfo.sec.gov
Awaken Wealth Partners LLC	Houston	$237.3 million	802	7	Not listed	(281) 358-0134	awakenwealthpartners.com	adviserinfo.sec.gov
A3 Capital Advisors	Houston	$236.8 million	63	2	Not listed	(713) 447-5856	a3capitaladvisors.com	adviserinfo.sec.gov
Calderwood Financial Strategies, Inc.	Houston	$228.5 million	69	5	Not listed	(832) 821-2462	calderwoodfinancial.com	adviserinfo.sec.gov
KWK Management LLC	Houston	$227.6 million	3	7	2	(346) 396-0300	kwkmgmt.com	adviserinfo.sec.gov
McAlister, Sweet & Associates, Inc.	Houston	$224.2 million	368	4	Not listed	(281) 897-0700	msamsa.net	adviserinfo.sec.gov
Emc Capital Management, LLC	Houston	$218.9 million	18	1	1	(832) 231-0130	emccap.com	adviserinfo.sec.gov
Jackson Hill Advisors, LLC	Houston	$217.9 million	1	3	1	(713) 609-9087	jacksonhilladvisors.com	adviserinfo.sec.gov
Parker Financial Advisors LLC	Houston	$217.6 million	359	2	Not listed	(832) 476-3495		adviserinfo.sec.gov
Terraform Wealth, LLC	Houston	$207.5 million	85	2	Not listed	(713) 784-4848		adviserinfo.sec.gov
The Catalyst Group, Inc.	Houston	$199.4 million	10	4	10	(512) 320-8600	tcgfunds.com	adviserinfo.sec.gov
Forthright Family Wealth Advisory LLC	Houston	$191.2 million	221	2	Not listed	(713) 510-3510	forthrightwealth.com	adviserinfo.sec.gov
Cove Wealth Management	Houston	$190.1 million	309	4	Not listed	(713) 821-3243	covewm.com	adviserinfo.sec.gov
Strategic Advisory Services, L.L.C.	Houston	$184.9 million	412	5	Not listed	(713) 977-3800		adviserinfo.sec.gov
Quantor Capital LLC	Houston	$176.4 million	18	4	2	(281) 565-0355	quantorcapital.com	adviserinfo.sec.gov
Viaquest Advisors LLC	Houston	$174.4 million	559	5	Not listed	(281) 335-7609	viaquestfinancial.com	adviserinfo.sec.gov
Jaykay Wealth Advisors, Inc.	Houston	$173.8 million	354	6	Not listed	(713) 780-4575		adviserinfo.sec.gov
Skybound Wealth USA	Houston	$166.5 million	339	12	Not listed	(346) 845-0001		adviserinfo.sec.gov

Advisers in Houston that manage private funds

154 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
CAZ Investments L.P.	Houston	TX	107	36	69	Not listed	2	$10.89 billion	$10.83 billion	adviserinfo.sec.gov
Quantum Capital Group	Houston	TX	71	Not listed	71	Not listed	Not listed	$27.74 billion	$28.77 billion	adviserinfo.sec.gov
Kayne Anderson Capital Advisors, L.P.	Houston	TX	54	20	32	Not listed	Not listed	$12.51 billion	$14.29 billion	adviserinfo.sec.gov
Mercury Fund	Houston	TX	45	Not listed	Not listed	45	Not listed	$740.7 million	Not listed	adviserinfo.sec.gov
Sagestreet	Houston	TX	44	Not listed	44	Not listed	Not listed	$158.3 million	Not listed	adviserinfo.sec.gov
Ara Partners	Houston	TX	41	Not listed	41	Not listed	Not listed	$7.92 billion	$6.79 billion	adviserinfo.sec.gov
The Energy & Minerals Group LP	Houston	TX	33	Not listed	33	Not listed	Not listed	$13.11 billion	$12.02 billion	adviserinfo.sec.gov
922 Ventures	Houston	TX	28	Not listed	Not listed	24	Not listed	$94.2 million	Not listed	adviserinfo.sec.gov
Valedor Partners	Houston	TX	28	Not listed	28	Not listed	Not listed	$96.3 million	Not listed	adviserinfo.sec.gov
Encap Investments L.P.	Houston	TX	25	Not listed	Not listed	25	Not listed	$27.03 billion	Not listed	adviserinfo.sec.gov
Usca Asset Management LLC	Houston	TX	24	2	Not listed	22	Not listed	$132 million	$132.1 million	adviserinfo.sec.gov
The Sterling Group, L.P.	Houston	TX	20	Not listed	20	Not listed	Not listed	$9.01 billion	$9.01 billion	adviserinfo.sec.gov
Crosstimbers Capital Group, LLC	Houston	TX	20	Not listed	15	5	Not listed	$467.5 million	$626.2 million	adviserinfo.sec.gov
Leggett Capital Partners	Houston	TX	20	Not listed	13	Not listed	7	$333.4 million	$333.4 million	adviserinfo.sec.gov
Leggett Ventures	Houston	TX	17	Not listed	10	Not listed	7	$325.2 million	Not listed	adviserinfo.sec.gov
Waterous Energy Fund Management (US), LLC	Houston	TX	16	Not listed	16	Not listed	Not listed	$4.01 billion	$4.01 billion	adviserinfo.sec.gov
Elda River Capital Management, LLC	Houston	TX	16	8	8	Not listed	Not listed	$2.28 billion	$1.94 billion	adviserinfo.sec.gov
Doliver Advisors, L.P.	Houston	TX	15	Not listed	15	Not listed	Not listed	$166.7 million	$718.4 million	adviserinfo.sec.gov
Fic Partners Management, LP	Houston	TX	14	Not listed	14	Not listed	Not listed	$929.2 million	$1.97 billion	adviserinfo.sec.gov
Amberjack Capital Partners, L.P.	Houston	TX	14	Not listed	14	Not listed	Not listed	$1.25 billion	$1.25 billion	adviserinfo.sec.gov
Stellus Capital Management, LLC	Houston	TX	13	Not listed	13	Not listed	Not listed	$1.95 billion	$3.51 billion	adviserinfo.sec.gov
Eoc Partners Advisors L.P.	Houston	TX	13	Not listed	13	Not listed	Not listed	$1.04 billion	$2.37 billion	adviserinfo.sec.gov
Autumn Lane Advisors, LLC	Houston	TX	13	2	2	2	6	$365.6 million	$1.20 billion	adviserinfo.sec.gov
Five Point Infrastructure LLC	Houston	TX	12	Not listed	12	Not listed	Not listed	$7.05 billion	$7.05 billion	adviserinfo.sec.gov
Eiv Capital, LLC	Houston	TX	12	Not listed	12	Not listed	Not listed	$2.82 billion	$2.23 billion	adviserinfo.sec.gov
Mountain Capital Management, LLC	Houston	TX	12	Not listed	12	Not listed	Not listed	$1.37 billion	$1.37 billion	adviserinfo.sec.gov
White Deer	Houston	TX	12	Not listed	12	Not listed	Not listed	$926.2 million	$960.8 million	adviserinfo.sec.gov
Pin Oak Investment Advisors Inc	Houston	TX	12	11	Not listed	Not listed	1	$403.4 million	$784.8 million	adviserinfo.sec.gov
Post Oak Energy Capital, LP	Houston	TX	12	Not listed	Not listed	12	Not listed	$1.80 billion	Not listed	adviserinfo.sec.gov
Andros Capital Partners LLC	Houston	TX	11	Not listed	11	Not listed	Not listed	$3.51 billion	$3.51 billion	adviserinfo.sec.gov

Newest SEC registrations in Houston

5 advisers with an SEC status effective in the 90 days to November 2, 2026.

Adviser	City	State	SEC status effective	AUM	Website	Source
Gravity Advisers LLC	Houston	TX	October 20, 2026	Not listed	gravity.markets	adviserinfo.sec.gov
24a Capital Management LLC	Houston	TX	September 25, 2026	Not listed	24acapital.com	adviserinfo.sec.gov
Integra Wealth Advisors, LLC	Houston	TX	August 11, 2026	$117.3 million	integrawealthadvisors.com	adviserinfo.sec.gov
Covalence Investment Partners, L.P.	Houston	TX	August 6, 2026	$238.4 million	covalenceip.com	adviserinfo.sec.gov
Pontem Investment Management Company	Houston	TX	August 5, 2026	$279.1 million	pontemec.com	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.