Skip to the page
Get started free

Data / Investment advisers / Serving banks and thrifts / Texas

Investment advisers in Texas serving banks and thrifts: 26 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

26 SEC registered investment advisers with a main office in Texas report banks and thrifts among their clients in Form ADV item 5.D, and together they attribute $154 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Alm First Financial Advisors LLC.

The request: Every investment adviser in Texas that serves banks and thrifts, with AUM, phone and website. $10 of work on sign-up, no card.

Get banks and thrifts advisers in TexasWatch new advisers in Texas

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.

  • 26Advisers
  • $154 billionAUM from this client type
  • 26Advisers over $100 million
  • November 2, 2026File date

Advisers in Texas serving banks and thrifts

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Alm First Financial Advisors LLCDallas155$74.58 billion$76.17 billionadviserinfo.sec.gov
Catalyst Strategic SolutionsPlano80$52.37 billion$52.37 billionadviserinfo.sec.gov
NB Alternatives Advisers LLCDallas28$11.87 billion$160.24 billionadviserinfo.sec.gov
Sentry Management IncWichita Falls48$5.09 billion$5.44 billionadviserinfo.sec.gov
S.B. Value Partners, L.P.San Antonio29$3.81 billion$3.89 billionadviserinfo.sec.gov
Finser Investment AdvisorSan Antonio10$1.75 billion$1.75 billionadviserinfo.sec.gov
Victory Capital Management Inc.San AntonioFewer than 5$1.15 billion$282.71 billionadviserinfo.sec.gov
1900 WealthSan AntonioFewer than 5$856.9 million$3.07 billionadviserinfo.sec.gov
Tolleson Private Wealth ManagementDallas1$469.1 million$9.26 billionadviserinfo.sec.gov
Texas Capital Bank Private Wealth AdvisorsDallas47$418 million$4.19 billionadviserinfo.sec.gov
Caird InvestmentsDallas1$413.2 million$413.2 millionadviserinfo.sec.gov
SSB&T Wealth Management, LLCFredericksburg1$218.7 million$445.1 millionadviserinfo.sec.gov
Trust Advisors, Inc.Houston5$201.3 million$6.97 billionadviserinfo.sec.gov
Affinius Capital LLCSan AntonioFewer than 5$186 million$30.44 billionadviserinfo.sec.gov
Bridge Capital AdvisorsHouston1$175.2 million$725.2 millionadviserinfo.sec.gov
Bluespring Wealth Management, LLCAustin2$72.8 million$7.82 billionadviserinfo.sec.gov
Robert Harrell, IncorporatedAustin2$61.4 million$885.3 millionadviserinfo.sec.gov
Rogers Wealth Group, Inc.Fort Worth1$43.1 million$1.04 billionadviserinfo.sec.gov
Hub Investment Partners, LLCAustin3$33.4 million$11.88 billionadviserinfo.sec.gov
Robertson Investment ManagementHouston2$24.5 million$534.1 millionadviserinfo.sec.gov
First Dallas Securities, Inc.Dallas2$20.6 million$398.4 millionadviserinfo.sec.gov
Hodges Capital Management IncDallas2$7.5 million$1.55 billionadviserinfo.sec.gov
Garcia Hamilton & Associates LPHouston1$7.4 million$24.86 billionadviserinfo.sec.gov
Waterford Capital Investment Advisory Services LLCAddison1$7.2 million$228.5 millionadviserinfo.sec.gov
Diesslin Group, Inc.Fort Worth2$2.7 million$696.3 millionadviserinfo.sec.gov
Palogic Value Management, L.P.Dallas3$2.3 million$405.5 millionadviserinfo.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.