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Investment advisers in Texas serving corporations and other businesses: 351 firms

Name: Investment advisers in Texas serving corporations and other businesses: Form ADV data
Creator: SpecStream
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351 SEC registered investment advisers with a main office in Texas report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $97.5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is American Beacon Advisors, Inc.

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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351Advisers
$97.5 billionAUM from this client type
347Advisers over $100 million
November 2, 2026File date

Advisers in Texas serving corporations and other businesses

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 351 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
American Beacon Advisors, Inc.	Irving	4	$25.34 billion	$59.93 billion	adviserinfo.sec.gov
Fayez Sarofim & Co.	Houston	129	$9.01 billion	$35.07 billion	adviserinfo.sec.gov
Victory Capital Management Inc.	San Antonio	116	$8.89 billion	$282.71 billion	adviserinfo.sec.gov
Barrow Hanley Global Investors	Dallas	18	$7.95 billion	$59.04 billion	adviserinfo.sec.gov
Sage Advisory Services LTD Co	Austin	1,219	$4.75 billion	$28.43 billion	adviserinfo.sec.gov
Luther King Capital Management Corporation	Fort Worth	219	$4.25 billion	$31.50 billion	adviserinfo.sec.gov
Dimensional Fund Advisors LP	Austin	7	$2.63 billion	$1.02 trillion	adviserinfo.sec.gov
Vaughan Nelson Investment Management, L.P.	Houston	63	$2.30 billion	$12.24 billion	adviserinfo.sec.gov
Garcia Hamilton & Associates LP	Houston	23	$1.82 billion	$24.86 billion	adviserinfo.sec.gov
United Capital Financial Advisors	Irving	331	$1.80 billion	$24.65 billion	adviserinfo.sec.gov
Kestra Advisory Services, LLC	Austin	1,062	$1.75 billion	$79.80 billion	adviserinfo.sec.gov
Frost Investment Services	San Antonio	633	$1.53 billion	$3.67 billion	adviserinfo.sec.gov
Sarofim International Management Co	Houston	11	$1.47 billion	$2.41 billion	adviserinfo.sec.gov
NB Alternatives Advisers LLC	Dallas	6	$1.42 billion	$160.24 billion	adviserinfo.sec.gov
Fisher Investments	Plano	672	$1.31 billion	$386.67 billion	adviserinfo.sec.gov
Texas Capital Bank Private Wealth Advisors	Dallas	128	$1.12 billion	$4.19 billion	adviserinfo.sec.gov
Ranger Investment Management,L.P.	Dallas	Fewer than 5	$970 million	$1.48 billion	adviserinfo.sec.gov
Pan Capital Management LP	Houston	Fewer than 5	$764.7 million	$3.08 billion	adviserinfo.sec.gov
Crossmark Global Investments, Inc.	Houston	68	$740.6 million	$8.98 billion	adviserinfo.sec.gov
TRB Wealth Management, LLC	Houston	60	$659.5 million	$3.74 billion	adviserinfo.sec.gov
Prospera Financial Services, Inc.	Dallas	188	$562.1 million	$14.39 billion	adviserinfo.sec.gov
Quattro Financial Advisors	Montgomery	33	$524.3 million	$1.66 billion	adviserinfo.sec.gov
LP Investment Management, LLC	Dallas	Fewer than 5	$486.8 million	$696.1 million	adviserinfo.sec.gov
Chilton Capital Management LLC	Houston	44	$459.4 million	$3.23 billion	adviserinfo.sec.gov
Alterna Wealth Management, Inc.	Houston	165	$412.8 million	$1.40 billion	adviserinfo.sec.gov
Sixth Street Advisers, LLC	Dallas	1	$411.1 million	$101.61 billion	adviserinfo.sec.gov
Annandale Capital, LLC	Dallas	3	$407.4 million	$1.55 billion	adviserinfo.sec.gov
Americana Partners, LLC	Houston	58	$405.9 million	$9.10 billion	adviserinfo.sec.gov
Oxbow Advisors, LLC	Austin	45	$395.6 million	$2.46 billion	adviserinfo.sec.gov
The Capital Chart Room, LTD	Fort Worth	34	$378.7 million	$400.9 million	adviserinfo.sec.gov
True North Advisors, LLC	Dallas	5	$373.2 million	$5.42 billion	adviserinfo.sec.gov
Kestra Private Wealth Services, LLC	Austin	210	$325.9 million	$13.45 billion	adviserinfo.sec.gov
Wallace Capital Management, Inc.	Dallas	65	$325.6 million	$1.49 billion	adviserinfo.sec.gov
Capital Creek Partners	Austin	40	$310.7 million	$1.52 billion	adviserinfo.sec.gov
Westwood Management Corp	Dallas	7	$307 million	$12.46 billion	adviserinfo.sec.gov
Wincoram Asset Management LLC	Houston	Fewer than 5	$305.6 million	$8.19 billion	adviserinfo.sec.gov
Digital Ascension Group, Wealth	Dallas	2,165	$298.6 million	$555.1 million	adviserinfo.sec.gov
Level Four Advisory Services	Dallas	152	$283.2 million	$6.54 billion	adviserinfo.sec.gov
Erben Associates, LLC	Austin	55	$277.7 million	$402.5 million	adviserinfo.sec.gov
Childress Capital Advisors, LLC	Houston	18	$268.6 million	$1.21 billion	adviserinfo.sec.gov
Stonecrest Advisors, Inc.	Austin	62	$267.1 million	$398.8 million	adviserinfo.sec.gov
Bentoak Capital	Weatherford	18	$254.1 million	$969.8 million	adviserinfo.sec.gov
Canyon Capital Advisors LLC	Dallas	3	$242.5 million	$11.92 billion	adviserinfo.sec.gov
Sather Financial Group, Inc.	Victoria	6	$241 million	$2.27 billion	adviserinfo.sec.gov
Monex Asset Management, Inc.	Houston	79	$236.1 million	$650.9 million	adviserinfo.sec.gov
Nuclo Wealth	Houston	8	$198.1 million	$293.7 million	adviserinfo.sec.gov
Requisite Capital Management LLC	Dallas	Fewer than 5	$190.9 million	$2.43 billion	adviserinfo.sec.gov
Inscription Capital, LLC	Houston	42	$180.5 million	$2.05 billion	adviserinfo.sec.gov
AB Private Credit Investors LLC	Austin	1	$175 million	$11.36 billion	adviserinfo.sec.gov
Outrunner Capital, LLC	Austin	7	$172.5 million	$498.5 million	adviserinfo.sec.gov
Level Four Capital Management	Dallas	91	$166.7 million	$1.38 billion	adviserinfo.sec.gov
Red Swan Private Client	Houston	7	$165.3 million	$165.3 million	adviserinfo.sec.gov
Titleist Asset Management, LLC	San Antonio	48	$165.2 million	$2.79 billion	adviserinfo.sec.gov
Cresta Advisors	Laredo	48	$159.5 million	$786 million	adviserinfo.sec.gov
Adell Harriman & Carpenter	Houston	24	$156.4 million	$2.09 billion	adviserinfo.sec.gov
Brownlee Wealth Management	Houston	Fewer than 5	$147.8 million	$465.3 million	adviserinfo.sec.gov
Cfo4life	Coppell	56	$137.2 million	$1.94 billion	adviserinfo.sec.gov
Snowcap Capital Management	Dallas	Fewer than 5	$135 million	$238.9 million	adviserinfo.sec.gov
Sendero Wealth Management, LLC	San Antonio	8	$131.6 million	$6.51 billion	adviserinfo.sec.gov
Hub Investment Partners, LLC	Austin	55	$126.6 million	$11.88 billion	adviserinfo.sec.gov
Hilltop Securities Inc.	Dallas	49	$125.5 million	$2.51 billion	adviserinfo.sec.gov
Sequent Asset Management, LLC	Houston	21	$122.2 million	$1.06 billion	adviserinfo.sec.gov
Hodges Capital Management Inc	Dallas	21	$118 million	$1.55 billion	adviserinfo.sec.gov
Cypress Asset Management Inc	Houston	9	$115.8 million	$455.8 million	adviserinfo.sec.gov
Parkway Advisors, L.P.	Abilene	7	$105.6 million	$4.13 billion	adviserinfo.sec.gov
Generational Wealth Advisors	Richardson	18	$105.4 million	$568.8 million	adviserinfo.sec.gov
Kayne Anderson Capital Advisors, L.P.	Houston	3	$102.7 million	$14.29 billion	adviserinfo.sec.gov
Ascentis Wealth Management, LLC	Dallas	36	$102.2 million	$595.7 million	adviserinfo.sec.gov
Per Stirling Capital Management, LLC	Austin	27	$101.4 million	$1.57 billion	adviserinfo.sec.gov
Crestline Management, L.P.	Fort Worth	Fewer than 5	$97.7 million	$22.51 billion	adviserinfo.sec.gov
Sovereign Wealth Advisors LLC	Houston	20	$96.6 million	$625.1 million	adviserinfo.sec.gov
Garnett Advisors, LLC	Denton	3	$94.8 million	$265.7 million	adviserinfo.sec.gov
Madden Asset Management	Dallas	10	$93.2 million	$826 million	adviserinfo.sec.gov
Banorte Asset Management, Inc.	Houston	28	$92.8 million	$661.2 million	adviserinfo.sec.gov
Probity Advisors, Inc.	Dallas	5	$92.7 million	$859.4 million	adviserinfo.sec.gov
Ascentis Independent Advisors, LLC	Dallas	71	$91.3 million	$2.09 billion	adviserinfo.sec.gov
Autumn Glory Partners, LLC	Dallas	12	$88.5 million	$747.6 million	adviserinfo.sec.gov
RCP Advisors 2, LLC	Dallas	Fewer than 5	$84.8 million	$18.21 billion	adviserinfo.sec.gov
GFS Advisors LLC	Houston	27	$82.3 million	$3.76 billion	adviserinfo.sec.gov
Wealth Benefit Advisors, LLC	Houston	18	$81.3 million	$380.9 million	adviserinfo.sec.gov
Allred Harris Wealth Management.	Dallas	30	$81.2 million	$493.4 million	adviserinfo.sec.gov
Trust Asset Management LLC	Houston	4	$80.3 million	$3.21 billion	adviserinfo.sec.gov
Sarofim Trust Co	Houston	1	$68.9 million	$12.96 billion	adviserinfo.sec.gov
GBM Wealth Management, Inc.	Houston	32	$68.7 million	$346.4 million	adviserinfo.sec.gov
Westwood Wealth Management	Dallas	166	$68.1 million	$749.5 million	adviserinfo.sec.gov
Bluespring Wealth Management, LLC	Austin	21	$66.8 million	$7.82 billion	adviserinfo.sec.gov
Scalar Gauge Management, LLC	Dallas	Fewer than 5	$66.2 million	$199.4 million	adviserinfo.sec.gov
Sentry Management Inc	Wichita Falls	2	$65.4 million	$5.44 billion	adviserinfo.sec.gov
Oakwell Private Wealth Management	Austin	20	$65.2 million	$668.1 million	adviserinfo.sec.gov
Maslow Wealth Advisors	Austin	6	$63.9 million	$2.84 billion	adviserinfo.sec.gov
Blueheel LLC	Dallas	2	$63.2 million	$192.3 million	adviserinfo.sec.gov
Webs Creek Capital Management LP	Dallas	Fewer than 5	$63 million	$1.25 billion	adviserinfo.sec.gov
Strategic Financial Concepts, LLC	San Antonio	37	$62.1 million	$927.7 million	adviserinfo.sec.gov
WJ Interests, LLC	Sugar Land	8	$60.5 million	$633.5 million	adviserinfo.sec.gov
Cargile Investment Management	Midland	7	$60.4 million	$394.6 million	adviserinfo.sec.gov
Ycg, LLC	Austin	6	$60.1 million	$1.54 billion	adviserinfo.sec.gov
Balefire, LLC	Dallas	13	$59 million	$1.99 billion	adviserinfo.sec.gov
J.E. Simmons & Co., P.C.	Dallas	50	$58 million	$213.1 million	adviserinfo.sec.gov
49 Financial	Austin	53	$56.5 million	$1.40 billion	adviserinfo.sec.gov
LBJ Family Wealth Advisors, LTD.	Austin	11	$56.1 million	$388.8 million	adviserinfo.sec.gov
Amicus Financial Advisors, LLC	Lubbock	Fewer than 5	$56.1 million	$550.9 million	adviserinfo.sec.gov
Integrated Advisors Network LLC	Dallas	153	$54.6 million	$5.52 billion	adviserinfo.sec.gov
Rogers Wealth Group, Inc.	Fort Worth	15	$54.5 million	$1.04 billion	adviserinfo.sec.gov
First Command Advisory Services	Fort Worth	49	$50.8 million	$24.43 billion	adviserinfo.sec.gov
Sunbelt Securities	Houston	41	$47.9 million	$2.64 billion	adviserinfo.sec.gov
Core Capital Management and Research Inc.	Houston	13	$47 million	$298.8 million	adviserinfo.sec.gov
Herndon Plant Oakley LTD	Corpus Christi	10	$45.3 million	$155.4 million	adviserinfo.sec.gov
TKC Wealth Management LLC	Dallas	23	$45.2 million	$138.6 million	adviserinfo.sec.gov
Diamond Client Group, LLC	The Woodlands	41	$43.7 million	$185.8 million	adviserinfo.sec.gov
Cypress Point Wealth Management, LLC	Dallas	Fewer than 5	$43 million	$1.47 billion	adviserinfo.sec.gov
Turtle Creek Wealth Advisors, LLC	Dallas	4	$42.3 million	$2.76 billion	adviserinfo.sec.gov
Socorro Asset Management	Dallas	1	$41.3 million	$497.9 million	adviserinfo.sec.gov
Floyd Capital Management	Texarkana	20	$40.5 million	$213.5 million	adviserinfo.sec.gov
Titan Retirement Advisors LLC	Fulshear	28	$40 million	$531 million	adviserinfo.sec.gov
Smith Group Asset Management, LLC	Dallas	6	$39.3 million	$1.41 billion	adviserinfo.sec.gov
Glass Wealth Management Co., LLC	San Antonio	17	$39.2 million	$311.9 million	adviserinfo.sec.gov
CFM Wealth Partners LLC	Austin	5	$39 million	$885.8 million	adviserinfo.sec.gov
Retirement Planners of America	Plano	32	$38 million	$3.59 billion	adviserinfo.sec.gov
Dean, Jacobson Financial Services	Fort Worth	10	$37.6 million	$519.4 million	adviserinfo.sec.gov
Symphony Financial, LTD. Co.	Houston	21	$37.3 million	$1.35 billion	adviserinfo.sec.gov
Enclave Advisors, LLC	Austin	5	$34.9 million	$1.10 billion	adviserinfo.sec.gov
Momentum Independent Network Inc.	Dallas	33	$32.6 million	$1.61 billion	adviserinfo.sec.gov
Hill Country Group	Boerne	5	$31.9 million	$175.5 million	adviserinfo.sec.gov
Parkway Wealth Management Group, LLC	Plano	25	$31.1 million	$1.22 billion	adviserinfo.sec.gov
First Dallas Securities, Inc.	Dallas	9	$31 million	$398.4 million	adviserinfo.sec.gov
Icon Wealth Partners	Houston	6	$30.8 million	$2.58 billion	adviserinfo.sec.gov
E & G Advisors, LLC	Houston	9	$30.7 million	$706.9 million	adviserinfo.sec.gov
McDonald Capital Management	Lubbock	11	$29.9 million	$357.7 million	adviserinfo.sec.gov
Haven Wealth Group	Houston	11	$28.3 million	$514.8 million	adviserinfo.sec.gov
Tanglewood Legacy Advisors, LLC	Houston	10	$28.1 million	$809 million	adviserinfo.sec.gov
Cottonwood Capital Advisors	Irving	14	$27.9 million	$347.3 million	adviserinfo.sec.gov
Integrity Advisory Solutions	Dallas	24	$25.2 million	$1.10 billion	adviserinfo.sec.gov
Allegro Mineral Partners LLC	Houston	1	$25.1 million	$135.3 million	adviserinfo.sec.gov
Sarofim Realty Advisors LLC	Houston	1	$24.5 million	$1.16 billion	adviserinfo.sec.gov
Kercheville Advisors LLC	San Antonio	13	$24.4 million	$554.7 million	adviserinfo.sec.gov
Kings Path Partners LLC	Sugar Land	8	$23.4 million	$1.53 billion	adviserinfo.sec.gov
Intrua Financial	Houston	21	$23.1 million	$1.75 billion	adviserinfo.sec.gov
Commerce Street Investment Management	Dallas	2	$22.8 million	$891.3 million	adviserinfo.sec.gov
NFJ Investment Group, LLC	Dallas	2	$21.8 million	$2.98 billion	adviserinfo.sec.gov
Bellatore Financial, Inc.	The Woodlands	6	$21.6 million	$638.7 million	adviserinfo.sec.gov
TLWM Financial	San Antonio	8	$21.1 million	$605.4 million	adviserinfo.sec.gov
HFG Wealth Management, LLC	The Woodlands	6	$21 million	$505.6 million	adviserinfo.sec.gov
Doliver Advisors, L.P.	Houston	12	$20.7 million	$718.4 million	adviserinfo.sec.gov
Eltekon Advisors, LLC.	West Lake Hills	20	$20 million	$340 million	adviserinfo.sec.gov
Masterpiece Capital, LLC	Austin	Fewer than 5	$19.7 million	$124.9 million	adviserinfo.sec.gov
RFG Wealth Advisory	Argyle	32	$19.3 million	$553.8 million	adviserinfo.sec.gov
Spring Capital Management	Amarillo	7	$19.3 million	$223 million	adviserinfo.sec.gov
Patron Partners, LLC	Houston	5	$19 million	$325.7 million	adviserinfo.sec.gov
Beaird Harris	Dallas	Fewer than 5	$18.8 million	$2.27 billion	adviserinfo.sec.gov
Crossmark Wealth Management, LLC	Houston	12	$18.8 million	$1.19 billion	adviserinfo.sec.gov
Vann Equity Management LLC	Plano	6	$17.6 million	$231.2 million	adviserinfo.sec.gov
Vaquero Private Wealth, LTD.	Dallas	17	$17.4 million	$928.9 million	adviserinfo.sec.gov
TDC Capital Advisors, Inc.	College Station	10	$17.3 million	$177.6 million	adviserinfo.sec.gov
Eldred Rock Partners, LLC	San Antonio	3	$17.3 million	$644.1 million	adviserinfo.sec.gov
Warwick Partners	Bryan	Fewer than 5	$16.3 million	$2.48 billion	adviserinfo.sec.gov
Piccolo Investment Consulting, LLC	Denton	Fewer than 5	$16.3 million	$110 million	adviserinfo.sec.gov
Virtus Family Office	El Paso	9	$15.9 million	$726.9 million	adviserinfo.sec.gov
Daniels & Erickson Financial Advisors, LLC	Dallas	5	$15.8 million	$213.6 million	adviserinfo.sec.gov
Keener Financial Planning	Keller	4	$15.5 million	$479 million	adviserinfo.sec.gov
Halcyon Global Advisors	Dallas	7	$15 million	$221.3 million	adviserinfo.sec.gov
McGowan Group Asset Management, Inc.	Dallas	7	$14.8 million	$1.08 billion	adviserinfo.sec.gov
Advisor Resource Council	Dallas	27	$14.4 million	$3.49 billion	adviserinfo.sec.gov
Avidian Wealth Solutions	Houston	9	$14.2 million	$4.76 billion	adviserinfo.sec.gov
Delos Private Client Group, LLC	Dallas	3	$14.1 million	$185.6 million	adviserinfo.sec.gov
Hourglass Capital, LLC	Houston	Fewer than 5	$14.1 million	$768.9 million	adviserinfo.sec.gov
Hampton Rock Wealth Management	Austin	4	$14 million	$192.4 million	adviserinfo.sec.gov
Crescent Advisor Group, Inc.	Plano	Fewer than 5	$14 million	$344.4 million	adviserinfo.sec.gov
Victory Financial	Austin	27	$13.8 million	$1.34 billion	adviserinfo.sec.gov
Financial Synergies	Houston	1	$13.8 million	$1.81 billion	adviserinfo.sec.gov
Segment Wealth Management, LLC	Houston	Fewer than 5	$13.7 million	$2.07 billion	adviserinfo.sec.gov
Bright Wealth Management, LLC	Lewisville	3	$13 million	$265 million	adviserinfo.sec.gov
Miller Global Investments, L.L.C.	Dallas	1	$12.8 million	$199.4 million	adviserinfo.sec.gov
Symmetry Capital Advisors LLC	Dallas	2	$12.4 million	$492.7 million	adviserinfo.sec.gov
Lauterbach Financial Advisors, LLC	El Paso	9	$12.2 million	$700.3 million	adviserinfo.sec.gov
A3 Capital Advisors	Houston	2	$12 million	$236.8 million	adviserinfo.sec.gov
SFMG Wealth Advisors	Plano	11	$11.7 million	$2.96 billion	adviserinfo.sec.gov
Recurrent Investment Advisors LLC	Houston	Fewer than 5	$11.6 million	$1.38 billion	adviserinfo.sec.gov
Focus Wealth Advisors, LLC	Houston	Fewer than 5	$11.5 million	$247.6 million	adviserinfo.sec.gov
Granite Harbor Advisors, Inc.	Houston	7	$11.1 million	$642.1 million	adviserinfo.sec.gov
Pingora Partners LLC	Dallas	3	$10.8 million	$199.4 million	adviserinfo.sec.gov
RHP Wealth Management	Houston	2	$10.6 million	$344.8 million	adviserinfo.sec.gov
Westpark Wealth Advisors, Inc.	Houston	39	$10.2 million	$254.3 million	adviserinfo.sec.gov
SVRN Asset Management, LLC	Austin	Fewer than 5	$9.8 million	$231.5 million	adviserinfo.sec.gov
Broadway Wealth Solutions	San Antonio	26	$9.7 million	$308.1 million	adviserinfo.sec.gov
Valic Financial Advisors, Inc.	Houston	37	$9.7 million	$29.22 billion	adviserinfo.sec.gov
Linscomb Wealth, Inc.	Houston	4	$9.5 million	$5.21 billion	adviserinfo.sec.gov
Beaumont Asset Management, LLC	Beaumont	4	$9.3 million	$365.2 million	adviserinfo.sec.gov
S.B. Value Partners, L.P.	San Antonio	2	$9.3 million	$3.89 billion	adviserinfo.sec.gov
Nexpoint Advisors, L.P.	Dallas	1	$9 million	$131.2 million	adviserinfo.sec.gov
Summa Corp.	The Woodlands	3	$9 million	$1.59 billion	adviserinfo.sec.gov
M.C. Byrd Wealth Management, LLC	Bellville	4	$8.9 million	$294.2 million	adviserinfo.sec.gov
Financial Life Advisors	San Antonio	1	$8.9 million	$366.3 million	adviserinfo.sec.gov
EQ Wealth Advisors	Dallas	5	$8.9 million	$617 million	adviserinfo.sec.gov
LGT Financial Advisors LLC	Dallas	5	$8.8 million	$456.1 million	adviserinfo.sec.gov
Meridian Wealth Advisors, LLC	Austin	Fewer than 5	$8.7 million	$1.74 billion	adviserinfo.sec.gov
Stability Partners Advisory Group, LLC	Spring	2	$8.5 million	$140.9 million	adviserinfo.sec.gov
Isc Advisors, Inc.	Dallas	4	$8.4 million	$1.62 billion	adviserinfo.sec.gov
GFN Capital Management	Richardson	6	$8 million	$120.1 million	adviserinfo.sec.gov
Scott & Selber, Inc. Capital Management	Houston	1	$8 million	$637.9 million	adviserinfo.sec.gov
Autumn Lane Advisors, LLC	Houston	1	$8 million	$1.20 billion	adviserinfo.sec.gov
Frost Investment Advisors, LLC	San Antonio	1	$7.8 million	$5.36 billion	adviserinfo.sec.gov
Transce3nd LLC	Buda	14	$7.7 million	$418.9 million	adviserinfo.sec.gov
FMP Wealth Advisers	Austin	10	$7.5 million	$1.34 billion	adviserinfo.sec.gov
Fogarty Wealth Management, Inc.	Missouri City	4	$7.5 million	$135.3 million	adviserinfo.sec.gov
Jaykay Wealth Advisors, Inc.	Houston	Fewer than 5	$7.4 million	$173.8 million	adviserinfo.sec.gov
Aspen Wealth Management, LLC	Fort Worth	7	$7.3 million	$657.8 million	adviserinfo.sec.gov
St. James Investment Company, LLC	Southlake	8	$7.2 million	$660.6 million	adviserinfo.sec.gov
Fruth Investment Management	Houston	1	$7 million	$417.8 million	adviserinfo.sec.gov
Virage Capital Management LP	Houston	1	$6.9 million	$588.3 million	adviserinfo.sec.gov
SSB&T Wealth Management, LLC	Fredericksburg	5	$6.6 million	$445.1 million	adviserinfo.sec.gov
Finamex Asset Management, LLC	Houston	16	$6.4 million	$113.9 million	adviserinfo.sec.gov
Miai, Inc.	Dallas	2	$6.4 million	$213.3 million	adviserinfo.sec.gov
Hoisington Investment Management Co	Austin	Fewer than 5	$6.3 million	$1.79 billion	adviserinfo.sec.gov
Halbert Wealth Management, Inc	Austin	4	$6.3 million	$211.2 million	adviserinfo.sec.gov
Ascension Capital Advisors, Inc.	Houston	3	$6.3 million	$938.5 million	adviserinfo.sec.gov
Mills Wealth Advisors, LLC	Southlake	8	$6.1 million	$548.7 million	adviserinfo.sec.gov
Nixon Capital LLC	Austin	3	$5.9 million	$389.9 million	adviserinfo.sec.gov
Paradigm Advisors, LLC	Dallas	1	$5.9 million	$136.1 million	adviserinfo.sec.gov
Box Financial Advisors, LLC	Grapevine	3	$5.8 million	$96.9 million	adviserinfo.sec.gov
Nexadvisors, LLC	Dallas	2	$5.7 million	$26.1 million	adviserinfo.sec.gov
Oak Harvest Investment Services	Houston	2	$5.6 million	$1.14 billion	adviserinfo.sec.gov
Clare Market Investments, LLC	Dallas	6	$5.5 million	$635.2 million	adviserinfo.sec.gov
Snider Advisors	Irving	Fewer than 5	$5.5 million	$228.1 million	adviserinfo.sec.gov
Murray Investment Management, LLC	Houston	Fewer than 5	$5.1 million	$159.1 million	adviserinfo.sec.gov
Tanglewood Total Wealth Management, Inc.	Houston	Fewer than 5	$4.8 million	$1.59 billion	adviserinfo.sec.gov
Alongside, LLC	Austin	16	$4.8 million	$878.6 million	adviserinfo.sec.gov
Century Management Financial Advisors	Austin	12	$4.7 million	$679.5 million	adviserinfo.sec.gov
Nexannuity Asset Management, L.P.	Dallas	1	$4.6 million	$823.4 million	adviserinfo.sec.gov
Capstar Financial Services LLC	Austin	2	$4.6 million	$207.8 million	adviserinfo.sec.gov
Plagens & Taylor Wealth Management	San Angelo	20	$4.6 million	$318.3 million	adviserinfo.sec.gov
SMH Capital Advisors LLC	Weatherford	Fewer than 5	$4.4 million	$503.1 million	adviserinfo.sec.gov
Provident Financial Planning, LLC	Addison	1	$4.4 million	$174.2 million	adviserinfo.sec.gov
CMG Wealth Management	Plano	1	$4.4 million	$379.4 million	adviserinfo.sec.gov
Bison Investment Advisors, LLC	The Woodlands	6	$4.3 million	$157.5 million	adviserinfo.sec.gov
Roosevelt Capital Management LLC	Dallas	4	$4.3 million	$1.37 billion	adviserinfo.sec.gov
RWM Capital, LLC	Sugar Land	2	$4.3 million	$222.4 million	adviserinfo.sec.gov
Broadmark Asset Management LLC	Dallas	Fewer than 5	$4.2 million	$238.4 million	adviserinfo.sec.gov
Holt Capital Partners, L.P.	Fort Worth	2	$4.2 million	$1.09 billion	adviserinfo.sec.gov
William Madison Advisors, Inc.	Abilene	7	$4.2 million	$497.7 million	adviserinfo.sec.gov
Academy Capital Management	Waco	11	$3.8 million	$1.16 billion	adviserinfo.sec.gov
The Personal Wealth Coach	Salado	3	$3.7 million	$219.6 million	adviserinfo.sec.gov
Capital Ideas	Dallas	Fewer than 5	$3.7 million	$336.2 million	adviserinfo.sec.gov
A Sling & a Stone, Incorporated	Burnet	1	$3.5 million	$102.1 million	adviserinfo.sec.gov
Legacy Consulting Group	Plano	2	$3.4 million	$378.6 million	adviserinfo.sec.gov
Horizon Wealth Advisors	Houston	7	$3.3 million	$451.4 million	adviserinfo.sec.gov
Awm Financial Services Inc.	The Woodlands	5	$3.2 million	$320.6 million	adviserinfo.sec.gov
Integra Wealth Advisors, LLC	Houston	Fewer than 5	$3.2 million	$117.3 million	adviserinfo.sec.gov
Coyle Capital, LLC	Lakeway	3	$3.2 million	$925.2 million	adviserinfo.sec.gov
Robert Harrell, Incorporated	Austin	1	$3.2 million	$885.3 million	adviserinfo.sec.gov
Stuart Investment Advisors, Inc.	Austin	5	$3.1 million	$630.5 million	adviserinfo.sec.gov
Dovetail Wealth Management, LLC	Taylor	Fewer than 5	$3.1 million	$333.1 million	adviserinfo.sec.gov
Willis Johnson Wealth	Houston	Fewer than 5	$3 million	$1.85 billion	adviserinfo.sec.gov
Birnam Wood Capital, LLC	Dallas	Fewer than 5	$2.9 million	$106.1 million	adviserinfo.sec.gov
Davidson Capital Management, Inc	Corpus Christi	Fewer than 5	$2.8 million	$630.3 million	adviserinfo.sec.gov
Best Invest	San Antonio	16	$2.7 million	$296.4 million	adviserinfo.sec.gov
Tsa Wealth Management	Houston	Fewer than 5	$2.6 million	$358.8 million	adviserinfo.sec.gov
Reap Financial Group, LLC	Austin	Fewer than 5	$2.4 million	$648.2 million	adviserinfo.sec.gov
Shelter Wealth Strategies, LLC	Houston	2	$2.4 million	$144.1 million	adviserinfo.sec.gov
Smart Money Group, LLC	Eastland	12	$2.4 million	$424.3 million	adviserinfo.sec.gov
Ironbridge Private Wealth, LLC	Austin	3	$2.3 million	$379.7 million	adviserinfo.sec.gov
Palogic Value Management, L.P.	Dallas	3	$2.3 million	$405.5 million	adviserinfo.sec.gov
994 Group	Austin	5	$2.3 million	$244.7 million	adviserinfo.sec.gov
Wisdom Index Advisors	Prosper	3	$2.2 million	$221.3 million	adviserinfo.sec.gov
Beacon Advisors	Austin	2	$2.2 million	$459.6 million	adviserinfo.sec.gov
Joyce Wealth Management, LLC	Houston	Fewer than 5	$2.2 million	$483.1 million	adviserinfo.sec.gov
Meristead Wealth, LLC	Westlake	3	$2.1 million	$1.29 billion	adviserinfo.sec.gov
Briaud Financial Advisors	College Station	1	$2.1 million	$912.8 million	adviserinfo.sec.gov
Bannerman Wealth	Lewisville	Fewer than 5	$2 million	$176.6 million	adviserinfo.sec.gov
Overridge Wealth Advisors	Fort Worth	Fewer than 5	$2 million	$368.2 million	adviserinfo.sec.gov
Brazos Wealth Advisors LLC	Fort Worth	1	$2 million	$183.7 million	adviserinfo.sec.gov
Double Eagle Wealth Management LLC	Dallas	3	$1.9 million	$108.6 million	adviserinfo.sec.gov
Kanos Capital Management, LLC	Houston	1	$1.8 million	$133.2 million	adviserinfo.sec.gov
New Capital Management, LP	Houston	2	$1.8 million	$533.5 million	adviserinfo.sec.gov
Texas Financial Advisory	San Antonio	4	$1.8 million	$117.9 million	adviserinfo.sec.gov
Equilibria Wealth Management, LLC	Katy	1	$1.8 million	$130.4 million	adviserinfo.sec.gov
Team Financial Strategies	Abilene	7	$1.8 million	$262 million	adviserinfo.sec.gov
Optas, LLC	Dripping Springs	6	$1.8 million	$881.9 million	adviserinfo.sec.gov
Uptick Partners, LLC	Nacogdoches	1	$1.7 million	$1.06 billion	adviserinfo.sec.gov
Black Barn Financial, LLC	Austin	2	$1.7 million	$164.6 million	adviserinfo.sec.gov
Turtle Creek Trust	Dallas	Fewer than 5	$1.6 million	$4.28 billion	adviserinfo.sec.gov
PMV Capital Advisers, LLC	Dallas	Fewer than 5	$1.6 million	$132 million	adviserinfo.sec.gov
Kingstone Capital Partners Texas, LLC	Frisco	5	$1.5 million	$182.3 million	adviserinfo.sec.gov
Storehouse Financial LLC	Fort Worth	9	$1.3 million	$240.4 million	adviserinfo.sec.gov
Early McClintic & McMillan, LLC	Stafford	4	$1.3 million	$652.2 million	adviserinfo.sec.gov
Save Advisers LLC	Houston	25	$1.2 million	$15.5 million	adviserinfo.sec.gov
Guidestone Advisors	Dallas	1	$1.2 million	$1.96 billion	adviserinfo.sec.gov
Encompass Advisory Services, LLC	Katy	6	$1.2 million	$121.3 million	adviserinfo.sec.gov
Insight Wealth Partners	Plano	Fewer than 5	$1.2 million	$1.12 billion	adviserinfo.sec.gov
Orser Capital Management LLC	Southlake	Fewer than 5	$1.1 million	$289.8 million	adviserinfo.sec.gov
Centennial Advisors, LLC	Austin	2	$1.1 million	$237.3 million	adviserinfo.sec.gov
Collective Wealth Advisors LLC	Coppell	1	$1 million	$157 million	adviserinfo.sec.gov
Howard Financial Services, LTD.	Dallas	2	$1 million	$1.40 billion	adviserinfo.sec.gov
Strategic Wealth Management, LLC	Bedford	2	$1 million	$157.8 million	adviserinfo.sec.gov
Quotient Wealth Partners, LLC	Dallas	1	$1 million	$4.91 billion	adviserinfo.sec.gov
Imperium Wealth Management, LLC	San Antonio	1	$952,353	$264.6 million	adviserinfo.sec.gov
Certified Financial Strategies Corporation	Dallas	2	$860,073	$144.4 million	adviserinfo.sec.gov
Prophet Capital Asset Management	Austin	Fewer than 5	$844,159	$4.20 billion	adviserinfo.sec.gov
Waterway Wealth Management, L.L.C.	The Woodlands	3	$829,632	$675.8 million	adviserinfo.sec.gov
Enzi Wealth	Austin	2	$792,865	$450.9 million	adviserinfo.sec.gov
Crestmont Private Wealth LLC	Boerne	2	$710,067	$363 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.