Data / Investment advisers / Serving charitable organizations / Texas

Investment advisers in Texas serving charitable organizations: 314 firms

Name: Investment advisers in Texas serving charitable organizations: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

314 SEC registered investment advisers with a main office in Texas report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $52.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Fayez Sarofim & Co.

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.

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314Advisers
$52.4 billionAUM from this client type
312Advisers over $100 million
November 2, 2026File date

Advisers in Texas serving charitable organizations

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. The first 300 of 314 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Fayez Sarofim & Co.	Houston	109	$5.65 billion	$35.07 billion	adviserinfo.sec.gov
Luther King Capital Management Corporation	Fort Worth	232	$4.89 billion	$31.50 billion	adviserinfo.sec.gov
Fisher Investments	Plano	25	$4.11 billion	$386.67 billion	adviserinfo.sec.gov
Guidestone Investment Services	Dallas	14	$3.91 billion	$3.91 billion	adviserinfo.sec.gov
Sage Advisory Services LTD Co	Austin	299	$3.90 billion	$28.43 billion	adviserinfo.sec.gov
Sarofim Trust Co	Houston	8	$3.39 billion	$12.96 billion	adviserinfo.sec.gov
Sendero Wealth Management, LLC	San Antonio	26	$2.70 billion	$6.51 billion	adviserinfo.sec.gov
Garcia Hamilton & Associates LP	Houston	90	$2.36 billion	$24.86 billion	adviserinfo.sec.gov
Crossmark Global Investments, Inc.	Houston	216	$2.22 billion	$8.98 billion	adviserinfo.sec.gov
Victory Capital Management Inc.	San Antonio	45	$1.87 billion	$282.71 billion	adviserinfo.sec.gov
Barrow Hanley Global Investors	Dallas	27	$1.63 billion	$59.04 billion	adviserinfo.sec.gov
Americana Partners, LLC	Houston	68	$1.58 billion	$9.10 billion	adviserinfo.sec.gov
Kings Path Partners LLC	Sugar Land	16	$1.15 billion	$1.53 billion	adviserinfo.sec.gov
Vaughan Nelson Investment Management, L.P.	Houston	75	$971.2 million	$12.24 billion	adviserinfo.sec.gov
Dimensional Fund Advisors LP	Austin	Fewer than 5	$715.4 million	$1.02 trillion	adviserinfo.sec.gov
Alamo Advisors, LP	San Antonio	11	$550.9 million	$3.87 billion	adviserinfo.sec.gov
Paul Comstock Partners	Houston	11	$531.4 million	$2.80 billion	adviserinfo.sec.gov
Crossmark Wealth Management, LLC	Houston	202	$511.2 million	$1.19 billion	adviserinfo.sec.gov
NB Alternatives Advisers LLC	Dallas	4	$491.4 million	$160.24 billion	adviserinfo.sec.gov
Warwick Partners	Bryan	Fewer than 5	$433.4 million	$2.48 billion	adviserinfo.sec.gov
United Capital Financial Advisors	Irving	114	$407.4 million	$24.65 billion	adviserinfo.sec.gov
1900 Wealth	San Antonio	31	$382 million	$3.07 billion	adviserinfo.sec.gov
Sather Financial Group, Inc.	Victoria	18	$306 million	$2.27 billion	adviserinfo.sec.gov
Turtle Creek Wealth Advisors, LLC	Dallas	26	$293.2 million	$2.76 billion	adviserinfo.sec.gov
Kestra Advisory Services, LLC	Austin	248	$292.2 million	$79.80 billion	adviserinfo.sec.gov
Westwood Management Corp	Dallas	7	$248.1 million	$12.46 billion	adviserinfo.sec.gov
Requisite Capital Management LLC	Dallas	11	$233.6 million	$2.43 billion	adviserinfo.sec.gov
Texas Capital Bank Private Wealth Advisors	Dallas	58	$232.8 million	$4.19 billion	adviserinfo.sec.gov
Paradigm Global Investors	Dallas	Fewer than 5	$195.7 million	$3.03 billion	adviserinfo.sec.gov
Commerce Street Investment Management	Dallas	6	$186.2 million	$891.3 million	adviserinfo.sec.gov
Prospera Financial Services, Inc.	Dallas	126	$184.5 million	$14.39 billion	adviserinfo.sec.gov
Smith Group Asset Management, LLC	Dallas	4	$181.8 million	$1.41 billion	adviserinfo.sec.gov
Austin Asset	Austin	11	$177.5 million	$1.87 billion	adviserinfo.sec.gov
Tolleson Private Wealth Management	Dallas	1	$168.5 million	$9.26 billion	adviserinfo.sec.gov
Nokomis Capital, L.L.C.	Dallas	1	$167.5 million	$804.2 million	adviserinfo.sec.gov
Scott & Selber, Inc. Capital Management	Houston	7	$166.7 million	$637.9 million	adviserinfo.sec.gov
Eagle Global Advisors LLC	Houston	16	$153.9 million	$3.10 billion	adviserinfo.sec.gov
Arkos Global Advisors, LLC	Houston	10	$127.8 million	$1.15 billion	adviserinfo.sec.gov
Hub Investment Partners, LLC	Austin	11	$111.3 million	$11.88 billion	adviserinfo.sec.gov
Chilton Capital Management LLC	Houston	23	$100.2 million	$3.23 billion	adviserinfo.sec.gov
Trinity Investment Management, LLC	Fort Worth	6	$97.5 million	$126.2 million	adviserinfo.sec.gov
Sentry Management Inc	Wichita Falls	2	$94.3 million	$5.44 billion	adviserinfo.sec.gov
RR Advisors, LLC	Dallas	2	$93.8 million	$496.8 million	adviserinfo.sec.gov
Core Capital Management and Research Inc.	Houston	6	$93.8 million	$298.8 million	adviserinfo.sec.gov
Reb Capital Management, LLC	Dallas	1	$92.9 million	$224.5 million	adviserinfo.sec.gov
Ycg, LLC	Austin	8	$89.7 million	$1.54 billion	adviserinfo.sec.gov
High Plains Investment Advisors, Inc.	Lubbock	9	$86.8 million	$191.2 million	adviserinfo.sec.gov
Robert Harrell, Incorporated	Austin	6	$85.4 million	$885.3 million	adviserinfo.sec.gov
Isc Advisors, Inc.	Dallas	8	$84.6 million	$1.62 billion	adviserinfo.sec.gov
Holt Capital Partners, L.P.	Fort Worth	13	$82 million	$1.09 billion	adviserinfo.sec.gov
Lauterbach Financial Advisors, LLC	El Paso	9	$78 million	$700.3 million	adviserinfo.sec.gov
Doliver Advisors, L.P.	Houston	7	$75.2 million	$718.4 million	adviserinfo.sec.gov
Pine Valley Capital Partners LLC	Austin	1	$69.4 million	$869.6 million	adviserinfo.sec.gov
Madden Asset Management	Dallas	11	$65.5 million	$826 million	adviserinfo.sec.gov
Corus Family Wealth Advisors, Inc.	McKinney	6	$65 million	$619.5 million	adviserinfo.sec.gov
Cypress Asset Management Inc	Houston	7	$63.1 million	$455.8 million	adviserinfo.sec.gov
Autumn Glory Partners, LLC	Dallas	6	$61.5 million	$747.6 million	adviserinfo.sec.gov
Capital Creek Partners	Austin	7	$60.6 million	$1.52 billion	adviserinfo.sec.gov
Bluespring Wealth Management, LLC	Austin	23	$60.4 million	$7.82 billion	adviserinfo.sec.gov
Meridian Wealth Advisors, LLC	Austin	8	$60.1 million	$1.74 billion	adviserinfo.sec.gov
Goodman Financial Corporation	Houston	13	$57.5 million	$915.9 million	adviserinfo.sec.gov
Enclave Advisors, LLC	Austin	4	$57 million	$1.10 billion	adviserinfo.sec.gov
Level Four Advisory Services	Dallas	67	$56.5 million	$6.54 billion	adviserinfo.sec.gov
Oxbow Advisors, LLC	Austin	7	$53.7 million	$2.46 billion	adviserinfo.sec.gov
Hodges Capital Management Inc	Dallas	8	$53.6 million	$1.55 billion	adviserinfo.sec.gov
Terry McDaniel & Company	Austin	8	$48.9 million	$1.92 billion	adviserinfo.sec.gov
Socorro Asset Management	Dallas	3	$48.9 million	$497.9 million	adviserinfo.sec.gov
Assetbuilder, Inc.	Allen	3	$48.9 million	$812.7 million	adviserinfo.sec.gov
Icon Wealth Partners	Houston	6	$48.2 million	$2.58 billion	adviserinfo.sec.gov
Paragon Financial Advisors	College Station	6	$47.5 million	$1.05 billion	adviserinfo.sec.gov
Dean, Jacobson Financial Services	Fort Worth	15	$46.7 million	$519.4 million	adviserinfo.sec.gov
McDonald Capital Management	Lubbock	9	$42.9 million	$357.7 million	adviserinfo.sec.gov
Webs Creek Capital Management LP	Dallas	Fewer than 5	$42.8 million	$1.25 billion	adviserinfo.sec.gov
Prophet Capital Asset Management	Austin	Fewer than 5	$42 million	$4.20 billion	adviserinfo.sec.gov
49 Financial	Austin	14	$41.9 million	$1.40 billion	adviserinfo.sec.gov
Wallace Capital Management, Inc.	Dallas	6	$41.4 million	$1.49 billion	adviserinfo.sec.gov
Diesslin Group, Inc.	Fort Worth	3	$39.9 million	$696.3 million	adviserinfo.sec.gov
Kestra Private Wealth Services, LLC	Austin	23	$38.9 million	$13.45 billion	adviserinfo.sec.gov
True North Advisors, LLC	Dallas	7	$38.2 million	$5.42 billion	adviserinfo.sec.gov
Turtle Creek Trust	Dallas	Fewer than 5	$38 million	$4.28 billion	adviserinfo.sec.gov
Keller Wealth Advisors	Victoria	7	$35.5 million	$923.1 million	adviserinfo.sec.gov
Capital Ideas	Dallas	Fewer than 5	$34.9 million	$336.2 million	adviserinfo.sec.gov
Bellatore Financial, Inc.	The Woodlands	8	$34.7 million	$638.7 million	adviserinfo.sec.gov
HFG Wealth Management, LLC	The Woodlands	7	$33.4 million	$505.6 million	adviserinfo.sec.gov
Annandale Capital, LLC	Dallas	14	$32.5 million	$1.55 billion	adviserinfo.sec.gov
Ranger Investment Management,L.P.	Dallas	Fewer than 5	$32.4 million	$1.48 billion	adviserinfo.sec.gov
Birnam Wood Capital, LLC	Dallas	Fewer than 5	$32 million	$106.1 million	adviserinfo.sec.gov
Segment Wealth Management, LLC	Houston	8	$31.1 million	$2.07 billion	adviserinfo.sec.gov
LGT Financial Advisors LLC	Dallas	Fewer than 5	$31 million	$456.1 million	adviserinfo.sec.gov
Penn Davis McFarland Inc	Dallas	Fewer than 5	$30.4 million	$1.36 billion	adviserinfo.sec.gov
Callahan Advisors, LLC	Houston	16	$29.6 million	$1.33 billion	adviserinfo.sec.gov
SVRN Asset Management, LLC	Austin	Fewer than 5	$29.5 million	$231.5 million	adviserinfo.sec.gov
CFM Wealth Partners LLC	Austin	8	$29.3 million	$885.8 million	adviserinfo.sec.gov
Cultivar Capital, Inc.	Denton	20	$28.7 million	$375.1 million	adviserinfo.sec.gov
Homage Wealth Group LLC	Houston	1	$28.3 million	$366.2 million	adviserinfo.sec.gov
Hilltop Securities Inc.	Dallas	11	$27.7 million	$2.51 billion	adviserinfo.sec.gov
Avidian Wealth Solutions	Houston	3	$27.6 million	$4.76 billion	adviserinfo.sec.gov
Ackerman Capital Management	Dallas	8	$27.1 million	$604 million	adviserinfo.sec.gov
Beaird Harris	Dallas	Fewer than 5	$26.8 million	$2.27 billion	adviserinfo.sec.gov
Roosevelt Capital Management LLC	Dallas	3	$25.9 million	$1.37 billion	adviserinfo.sec.gov
Crimson Management	Houston	Fewer than 5	$25.3 million	$324.5 million	adviserinfo.sec.gov
Titan Retirement Advisors LLC	Fulshear	4	$25 million	$531 million	adviserinfo.sec.gov
Allred Harris Wealth Management.	Dallas	5	$24.9 million	$493.4 million	adviserinfo.sec.gov
View Capital RIA, LP	Dallas	2	$24.8 million	$1.82 billion	adviserinfo.sec.gov
Redfish Capital	Cypress	2	$24.5 million	$119 million	adviserinfo.sec.gov
Maslow Wealth Advisors	Austin	5	$24.4 million	$2.84 billion	adviserinfo.sec.gov
Eldred Rock Partners, LLC	San Antonio	3	$24.2 million	$644.1 million	adviserinfo.sec.gov
McGowan Group Asset Management, Inc.	Dallas	10	$23.5 million	$1.08 billion	adviserinfo.sec.gov
Joyce Wealth Management, LLC	Houston	8	$22.6 million	$483.1 million	adviserinfo.sec.gov
Principia Wealth Advisory, LLC	Dallas	3	$22 million	$225 million	adviserinfo.sec.gov
Alpha Capital Management	Austin	6	$21.6 million	$871.4 million	adviserinfo.sec.gov
Lummis Asset Management, L.P.	Fort Worth	2	$21.4 million	$210 million	adviserinfo.sec.gov
Alteris Capital Partners, LLC	Houston	Fewer than 5	$21.3 million	$139.5 million	adviserinfo.sec.gov
Parkstone Wealth Management, LLC	Arlington	1	$20.9 million	$210.6 million	adviserinfo.sec.gov
Brookmont Capital Management	Dallas	6	$20.3 million	$910.5 million	adviserinfo.sec.gov
Ascension Capital Advisors, Inc.	Houston	3	$20.2 million	$938.5 million	adviserinfo.sec.gov
Hourglass Capital, LLC	Houston	Fewer than 5	$19.8 million	$768.9 million	adviserinfo.sec.gov
Oak Harvest Investment Services	Houston	7	$19.8 million	$1.14 billion	adviserinfo.sec.gov
Maqro Advisors LLC	Austin	Fewer than 5	$19.8 million	$174.4 million	adviserinfo.sec.gov
Intrua Financial	Houston	10	$19.4 million	$1.75 billion	adviserinfo.sec.gov
Cfo4life	Coppell	36	$19.4 million	$1.94 billion	adviserinfo.sec.gov
Heritage Retirement Advisors, LLC	Colleyville	Fewer than 5	$19.3 million	$351.1 million	adviserinfo.sec.gov
Mosaic Advisors	Houston	Fewer than 5	$19.1 million	$580.5 million	adviserinfo.sec.gov
Redbud Advisors	Austin	1	$18.7 million	$367.8 million	adviserinfo.sec.gov
Howard Financial Services, LTD.	Dallas	3	$18.1 million	$1.40 billion	adviserinfo.sec.gov
Linscomb Wealth, Inc.	Houston	4	$17.7 million	$5.21 billion	adviserinfo.sec.gov
E & G Advisors, LLC	Houston	9	$17.6 million	$706.9 million	adviserinfo.sec.gov
Advisor Resource Council	Dallas	38	$17.4 million	$3.49 billion	adviserinfo.sec.gov
Integrated Advisors Network LLC	Dallas	63	$17.2 million	$5.52 billion	adviserinfo.sec.gov
Longhorn Capital Partners, L.P.	Fort Worth	Fewer than 5	$16.9 million	$63.6 million	adviserinfo.sec.gov
Snowcap Capital Management	Dallas	Fewer than 5	$16.5 million	$238.9 million	adviserinfo.sec.gov
Atlasmark Financial, Inc.	Austin	4	$15.1 million	$228.6 million	adviserinfo.sec.gov
Strategic Financial Concepts, LLC	San Antonio	20	$15.1 million	$927.7 million	adviserinfo.sec.gov
Optas, LLC	Dripping Springs	Fewer than 5	$14.5 million	$881.9 million	adviserinfo.sec.gov
Academy Capital Management	Waco	11	$14.3 million	$1.16 billion	adviserinfo.sec.gov
Lexington Hill Partners, LLC	Dallas	1	$13.8 million	$278.4 million	adviserinfo.sec.gov
Symmetry Capital Advisors LLC	Dallas	2	$13.7 million	$492.7 million	adviserinfo.sec.gov
Adell Harriman & Carpenter	Houston	11	$13.2 million	$2.09 billion	adviserinfo.sec.gov
Probity Advisors, Inc.	Dallas	5	$12.9 million	$859.4 million	adviserinfo.sec.gov
SSB&T Wealth Management, LLC	Fredericksburg	4	$12.9 million	$445.1 million	adviserinfo.sec.gov
Cresta Advisors	Laredo	12	$12.8 million	$786 million	adviserinfo.sec.gov
Outrunner Capital, LLC	Austin	Fewer than 5	$12.7 million	$498.5 million	adviserinfo.sec.gov
GFS Advisors LLC	Houston	5	$12.5 million	$3.76 billion	adviserinfo.sec.gov
Bridgeway Capital Management, LLC	Houston	1	$12.3 million	$4.25 billion	adviserinfo.sec.gov
Legacy Consulting Group	Plano	2	$12.1 million	$378.6 million	adviserinfo.sec.gov
Kercheville Advisors LLC	San Antonio	5	$11.7 million	$554.7 million	adviserinfo.sec.gov
Richard P. Slaughter Associates, Inc.	Austin	Fewer than 5	$11.7 million	$905.2 million	adviserinfo.sec.gov
Wpwealth LLP	Fort Worth	1	$11.5 million	$1.17 billion	adviserinfo.sec.gov
Hoisington Investment Management Co	Austin	Fewer than 5	$11.4 million	$1.79 billion	adviserinfo.sec.gov
Tanglewood Legacy Advisors, LLC	Houston	Fewer than 5	$11.1 million	$809 million	adviserinfo.sec.gov
Founders Capital Management Inc	Houston	Fewer than 5	$11 million	$281.8 million	adviserinfo.sec.gov
Bright Wealth Management, LLC	Lewisville	2	$11 million	$265 million	adviserinfo.sec.gov
TFR Capital	Plano	2	$10.5 million	$403.1 million	adviserinfo.sec.gov
Saddock Wealth, LLC	Dallas	2	$10.5 million	$94.3 million	adviserinfo.sec.gov
Early McClintic & McMillan, LLC	Stafford	4	$10.4 million	$652.2 million	adviserinfo.sec.gov
William Madison Advisors, Inc.	Abilene	4	$10.3 million	$497.7 million	adviserinfo.sec.gov
Level Four Capital Management	Dallas	19	$10.3 million	$1.38 billion	adviserinfo.sec.gov
Fireside Capital Advisors	Dallas	Fewer than 5	$10.1 million	$236.6 million	adviserinfo.sec.gov
Davidson Capital Management, Inc	Corpus Christi	Fewer than 5	$10 million	$630.3 million	adviserinfo.sec.gov
Stuart Investment Advisors, Inc.	Austin	10	$9.9 million	$630.5 million	adviserinfo.sec.gov
RTW Financial Advisors Inc	Dallas	2	$9.8 million	$581 million	adviserinfo.sec.gov
Quadcap Wealth Management, LLC	Frisco	Fewer than 5	$9.7 million	$1.34 billion	adviserinfo.sec.gov
Beaumont Asset Management, LLC	Beaumont	4	$9.4 million	$365.2 million	adviserinfo.sec.gov
MDT Financial Advisors, LLC	Webster	Fewer than 5	$9.4 million	$294 million	adviserinfo.sec.gov
Generational Wealth Advisors	Richardson	4	$8.2 million	$568.8 million	adviserinfo.sec.gov
Momentum Independent Network Inc.	Dallas	8	$7.7 million	$1.61 billion	adviserinfo.sec.gov
Teamwork Financial Advisors, LLC	San Antonio	3	$7.6 million	$1.01 billion	adviserinfo.sec.gov
Vaquero Private Wealth, LTD.	Dallas	4	$7.6 million	$928.9 million	adviserinfo.sec.gov
Parkway Wealth Management Group, LLC	Plano	7	$7.4 million	$1.22 billion	adviserinfo.sec.gov
Century Management Financial Advisors	Austin	7	$7.4 million	$679.5 million	adviserinfo.sec.gov
Lifeway Financial Corporation	Plano	Fewer than 5	$7.4 million	$358.7 million	adviserinfo.sec.gov
LBJ Family Wealth Advisors, LTD.	Austin	2	$6.9 million	$388.8 million	adviserinfo.sec.gov
Stonecrest Advisors, Inc.	Austin	3	$6.8 million	$398.8 million	adviserinfo.sec.gov
Vann Equity Management LLC	Plano	2	$6.8 million	$231.2 million	adviserinfo.sec.gov
Lee Financial Company, LLC	Dallas	Fewer than 5	$6.2 million	$1.68 billion	adviserinfo.sec.gov
GDS Wealth Management	Flower Mound	3	$6 million	$1.81 billion	adviserinfo.sec.gov
The Menard Financial Group, LLC	Houston	1	$5.9 million	$335.3 million	adviserinfo.sec.gov
Westwood Wealth Management	Dallas	6	$5.8 million	$749.5 million	adviserinfo.sec.gov
New Capital Management, LP	Houston	2	$5.5 million	$533.5 million	adviserinfo.sec.gov
ARK Wealth Management	Austin	9	$5.4 million	$216 million	adviserinfo.sec.gov
Symphony Financial, LTD. Co.	Houston	6	$5.3 million	$1.35 billion	adviserinfo.sec.gov
Tectonic Advisors LLC	Frisco	3	$5.3 million	$5.14 billion	adviserinfo.sec.gov
First Command Advisory Services	Fort Worth	27	$5.2 million	$24.43 billion	adviserinfo.sec.gov
Martin Capital Advisors, LLP	San Antonio	2	$5.2 million	$181.9 million	adviserinfo.sec.gov
Uptown Capital Advisors	Dallas	4	$5.1 million	$153.8 million	adviserinfo.sec.gov
McElhenny Sheffield Capital Management, LLC	Dallas	Fewer than 5	$5.1 million	$663.2 million	adviserinfo.sec.gov
WJ Interests, LLC	Sugar Land	10	$5 million	$633.5 million	adviserinfo.sec.gov
Beck Capital Management LLC	Austin	1	$4.9 million	$562.4 million	adviserinfo.sec.gov
Bland Garvey Wealth Advisors, LLC	Richardson	Fewer than 5	$4.7 million	$241.2 million	adviserinfo.sec.gov
Trinity Legacy Partners, LLC	Houston	1	$4.7 million	$521.2 million	adviserinfo.sec.gov
Overridge Wealth Advisors	Fort Worth	Fewer than 5	$4.6 million	$368.2 million	adviserinfo.sec.gov
Victory Financial	Austin	39	$4.4 million	$1.34 billion	adviserinfo.sec.gov
Brookline Wealth, LLC	Austin	1	$4.3 million	$149 million	adviserinfo.sec.gov
Broadway Wealth Solutions	San Antonio	4	$4.2 million	$308.1 million	adviserinfo.sec.gov
Carroll Advisory Group	Texarkana	1	$4.2 million	$341.1 million	adviserinfo.sec.gov
The Watchman Group, Inc.	Plano	3	$4.1 million	$639.7 million	adviserinfo.sec.gov
Ascentis Independent Advisors, LLC	Dallas	9	$4.1 million	$2.09 billion	adviserinfo.sec.gov
Cargile Investment Management	Midland	Fewer than 5	$4 million	$394.6 million	adviserinfo.sec.gov
Hartmann Taylor Wealth Management, LLC	Dallas	3	$4 million	$254.6 million	adviserinfo.sec.gov
Penney Financial	Houston	1	$3.9 million	$303.5 million	adviserinfo.sec.gov
Spring Capital Management	Amarillo	Fewer than 5	$3.9 million	$223 million	adviserinfo.sec.gov
KM Capital Management, LTD.	Austin	1	$3.9 million	$374.4 million	adviserinfo.sec.gov
Mercantile Investment Advisors	Wichita Falls	1	$3.9 million	$146 million	adviserinfo.sec.gov
Roserock Wealth Management, LLC	Dallas	Fewer than 5	$3.7 million	$275 million	adviserinfo.sec.gov
Schlindwein Associates LLC	Dallas	3	$3.5 million	$167.1 million	adviserinfo.sec.gov
Berry Wealth Group	Granbury	Fewer than 5	$3.4 million	$274.5 million	adviserinfo.sec.gov
Meristead Wealth, LLC	Westlake	7	$3.2 million	$1.29 billion	adviserinfo.sec.gov
Cottonwood Capital Advisors	Irving	1	$3.1 million	$347.3 million	adviserinfo.sec.gov
Harrell Investment Partners, LLC	Austin	Fewer than 5	$3.1 million	$662.4 million	adviserinfo.sec.gov
Stegent Equity Advisors Inc.	Houston	Fewer than 5	$3 million	$243.7 million	adviserinfo.sec.gov
Tanglewood Total Wealth Management, Inc.	Houston	Fewer than 5	$2.9 million	$1.59 billion	adviserinfo.sec.gov
Tsa Wealth Management	Houston	Fewer than 5	$2.7 million	$358.8 million	adviserinfo.sec.gov
Lonestar Registered Investment Advisors, LLC	Lubbock	1	$2.6 million	$336.2 million	adviserinfo.sec.gov
Pingora Partners LLC	Dallas	2	$2.6 million	$199.4 million	adviserinfo.sec.gov
Per Stirling Capital Management, LLC	Austin	Fewer than 5	$2.5 million	$1.57 billion	adviserinfo.sec.gov
Wela Financial Advisory	San Antonio	2	$2.5 million	$657.1 million	adviserinfo.sec.gov
Branson Fowlkes & Co Inc	Houston	Fewer than 5	$2.5 million	$439.4 million	adviserinfo.sec.gov
Guidestone Advisors	Dallas	1	$2.5 million	$1.96 billion	adviserinfo.sec.gov
RHP Wealth Management	Houston	4	$2.4 million	$344.8 million	adviserinfo.sec.gov
A Sling & a Stone, Incorporated	Burnet	3	$2.3 million	$102.1 million	adviserinfo.sec.gov
Relevance Capital Management	Denton	Fewer than 5	$2.3 million	$495.9 million	adviserinfo.sec.gov
First Dallas Securities, Inc.	Dallas	3	$2.3 million	$398.4 million	adviserinfo.sec.gov
Alongside, LLC	Austin	3	$2.2 million	$878.6 million	adviserinfo.sec.gov
Orser Capital Management LLC	Southlake	Fewer than 5	$2.2 million	$289.8 million	adviserinfo.sec.gov
Horizon Wealth Advisors	Houston	2	$2.2 million	$451.4 million	adviserinfo.sec.gov
Strategic Financial Planning, Inc.	Plano	1	$2.1 million	$220.6 million	adviserinfo.sec.gov
Frost Investment Services	San Antonio	4	$2 million	$3.67 billion	adviserinfo.sec.gov
Glass Wealth Management Co., LLC	San Antonio	1	$2 million	$311.9 million	adviserinfo.sec.gov
Dovetail Wealth Management, LLC	Taylor	Fewer than 5	$2 million	$333.1 million	adviserinfo.sec.gov
Corda Investment Management, LLC	Houston	1	$1.9 million	$2.00 billion	adviserinfo.sec.gov
Willis Johnson Wealth	Houston	Fewer than 5	$1.9 million	$1.85 billion	adviserinfo.sec.gov
Cain, Watters & Associates, LLC	Frisco	1	$1.9 million	$5.04 billion	adviserinfo.sec.gov
Granite Harbor Advisors, Inc.	Houston	Fewer than 5	$1.8 million	$642.1 million	adviserinfo.sec.gov
Robertson Investment Management	Houston	2	$1.8 million	$534.1 million	adviserinfo.sec.gov
Legacy Capital	The Woodlands	1	$1.7 million	$273.4 million	adviserinfo.sec.gov
Capstar Financial Services LLC	Austin	1	$1.7 million	$207.8 million	adviserinfo.sec.gov
Cornermen Financial, LLC	San Antonio	1	$1.7 million	$172.7 million	adviserinfo.sec.gov
Insight Wealth Partners	Plano	Fewer than 5	$1.6 million	$1.12 billion	adviserinfo.sec.gov
J.E. Simmons & Co., P.C.	Dallas	15	$1.6 million	$213.1 million	adviserinfo.sec.gov
Herndon Plant Oakley LTD	Corpus Christi	2	$1.6 million	$155.4 million	adviserinfo.sec.gov
Rogers Wealth Group, Inc.	Fort Worth	5	$1.5 million	$1.04 billion	adviserinfo.sec.gov
RFG Wealth Advisory	Argyle	4	$1.5 million	$553.8 million	adviserinfo.sec.gov
SFMG Wealth Advisors	Plano	2	$1.5 million	$2.96 billion	adviserinfo.sec.gov
Cravens Brothers Private Wealth Management LLC	Dallas	1	$1.5 million	$139.3 million	adviserinfo.sec.gov
994 Group	Austin	5	$1.5 million	$244.7 million	adviserinfo.sec.gov
Ias Wealth Management, Inc.	The Woodlands	1	$1.4 million	$588.6 million	adviserinfo.sec.gov
Cap Six Advisors	Houston	1	$1.3 million	$340.8 million	adviserinfo.sec.gov
GFN Capital Management	Richardson	6	$1.3 million	$120.1 million	adviserinfo.sec.gov
TRB Wealth Management, LLC	Houston	2	$1.2 million	$3.74 billion	adviserinfo.sec.gov
Atx Financial Planning, LLC	Austin	1	$1.2 million	$174.3 million	adviserinfo.sec.gov
TDC Capital Advisors, Inc.	College Station	2	$1.2 million	$177.6 million	adviserinfo.sec.gov
Fortiter Wealth Management, LLC	Houston	Fewer than 5	$1.2 million	$379.9 million	adviserinfo.sec.gov
Haven Wealth Group	Houston	1	$1.2 million	$514.8 million	adviserinfo.sec.gov
Banorte Asset Management, Inc.	Houston	1	$1.2 million	$661.2 million	adviserinfo.sec.gov
TLWM Financial	San Antonio	4	$1.2 million	$605.4 million	adviserinfo.sec.gov
Certified Financial Strategies Corporation	Dallas	1	$1.2 million	$144.4 million	adviserinfo.sec.gov
Greenbelt Investment Advisors, LLC	Round Rock	Fewer than 5	$1.1 million	$167 million	adviserinfo.sec.gov
Styre Wealth	Fort Worth	3	$1.1 million	$250.8 million	adviserinfo.sec.gov
Disciplined Investors, L.L.C.	Waco	Fewer than 5	$1 million	$941.6 million	adviserinfo.sec.gov
Sunbelt Securities	Houston	2	$1 million	$2.64 billion	adviserinfo.sec.gov
Jaykay Wealth Advisors, Inc.	Houston	Fewer than 5	$1 million	$173.8 million	adviserinfo.sec.gov
Trinity Portfolio Advisors, LLC	Southlake	1	$900,000	$530.5 million	adviserinfo.sec.gov
Burford Brothers, Inc.	Dallas	2	$882,365	$440.2 million	adviserinfo.sec.gov
CMG Wealth Management	Plano	5	$873,029	$379.4 million	adviserinfo.sec.gov
Ascentis Wealth Management, LLC	Dallas	1	$804,033	$595.7 million	adviserinfo.sec.gov
Plagens & Taylor Wealth Management	San Angelo	1	$802,156	$318.3 million	adviserinfo.sec.gov
Stone Oak Wealth Management, LLC	San Antonio	3	$791,977	$355.6 million	adviserinfo.sec.gov
Shelton Wealth Management, LLC	Fort Worth	Fewer than 5	$788,792	$364.5 million	adviserinfo.sec.gov
Clear Trail Advisors, LLC	Houston	Fewer than 5	$770,482	$803.1 million	adviserinfo.sec.gov
Dash Investments	Plano	1	$744,505	$681.6 million	adviserinfo.sec.gov
The Advisors Group	Lubbock	1	$739,361	$142.4 million	adviserinfo.sec.gov
Cove Wealth Management	Houston	1	$722,401	$190.1 million	adviserinfo.sec.gov
Wealth Benefit Advisors, LLC	Houston	Fewer than 5	$676,313	$380.9 million	adviserinfo.sec.gov
Uptick Partners, LLC	Nacogdoches	3	$661,203	$1.06 billion	adviserinfo.sec.gov
Grace Capital Management, LLC	Austin	Fewer than 5	$631,042	$108.7 million	adviserinfo.sec.gov
Hill Country Group	Boerne	1	$623,926	$175.5 million	adviserinfo.sec.gov
Hampton Rock Wealth Management	Austin	1	$562,674	$192.4 million	adviserinfo.sec.gov
Encompass Advisory Services, LLC	Katy	2	$526,443	$121.3 million	adviserinfo.sec.gov
The Capital Chart Room, LTD	Fort Worth	1	$515,690	$400.9 million	adviserinfo.sec.gov
Floyd Capital Management	Texarkana	1	$482,989	$213.5 million	adviserinfo.sec.gov
Balefire, LLC	Dallas	Fewer than 5	$449,348	$1.99 billion	adviserinfo.sec.gov
Diamond Client Group, LLC	The Woodlands	9	$409,817	$185.8 million	adviserinfo.sec.gov
St. James Investment Company, LLC	Southlake	1	$400,528	$660.6 million	adviserinfo.sec.gov
Financial Life Advisors	San Antonio	1	$327,730	$366.3 million	adviserinfo.sec.gov
Bentoak Capital	Weatherford	4	$311,594	$969.8 million	adviserinfo.sec.gov
Clare Market Investments, LLC	Dallas	3	$300,000	$635.2 million	adviserinfo.sec.gov
Texas Financial Advisory	San Antonio	1	$262,245	$117.9 million	adviserinfo.sec.gov
Avid Wealth Partners, LLC	San Antonio	Fewer than 5	$252,330	$298.5 million	adviserinfo.sec.gov
Thirteen Twenty-Two Advisors	Fort Worth	2	$250,000	$163.5 million	adviserinfo.sec.gov
Storehouse Financial LLC	Fort Worth	3	$243,597	$240.4 million	adviserinfo.sec.gov
J.K. Financial, Inc.	Dallas	Fewer than 5	$236,000	$195.8 million	adviserinfo.sec.gov
Patron Partners, LLC	Houston	Fewer than 5	$215,062	$325.7 million	adviserinfo.sec.gov
Carlin Wealth Management Group, LLC	Austin	Fewer than 5	$214,309	$240.9 million	adviserinfo.sec.gov
Amicus Financial Advisors, LLC	Lubbock	Fewer than 5	$213,518	$550.9 million	adviserinfo.sec.gov
Best Invest	San Antonio	2	$186,900	$296.4 million	adviserinfo.sec.gov
Smart Money Group, LLC	Eastland	2	$160,447	$424.3 million	adviserinfo.sec.gov
Masterpiece Capital, LLC	Austin	Fewer than 5	$155,201	$124.9 million	adviserinfo.sec.gov
Provident Financial Planning, LLC	Addison	1	$128,916	$174.2 million	adviserinfo.sec.gov
Terraform Wealth, LLC	Houston	Fewer than 5	$106,000	$207.5 million	adviserinfo.sec.gov
Redwood Family Wealth LLC	Plano	2	$86,186	$258.5 million	adviserinfo.sec.gov

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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.