Data / Investment advisers / Serving state and municipal governments / Texas
Investment advisers in Texas serving state and municipal governments: 51 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
51 SEC registered investment advisers with a main office in Texas report state and municipal governments among their clients in Form ADV item 5.D, and together they attribute $143 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Hilltop Securities Asset Management, LLC.
The request: Every investment adviser in Texas that serves state and municipal governments, with AUM, phone and website. $10 of work on sign-up, no card.
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.
- 51Advisers
- $143 billionAUM from this client type
- 49Advisers over $100 million
- November 2, 2026File date
Advisers in Texas serving state and municipal governments
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.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Hilltop Securities Asset Management, LLC | Dallas | 60 | $37.70 billion | $37.70 billion | adviserinfo.sec.gov |
| Fisher Investments | Plano | 20 | $23.74 billion | $386.67 billion | adviserinfo.sec.gov |
| Dimensional Fund Advisors LP | Austin | 32 | $18.86 billion | $1.02 trillion | adviserinfo.sec.gov |
| Barrow Hanley Global Investors | Dallas | 36 | $15.80 billion | $59.04 billion | adviserinfo.sec.gov |
| Garcia Hamilton & Associates LP | Houston | 148 | $13.70 billion | $24.86 billion | adviserinfo.sec.gov |
| NB Alternatives Advisers LLC | Dallas | 9 | $7.87 billion | $160.24 billion | adviserinfo.sec.gov |
| Victory Capital Management Inc. | San Antonio | 19 | $4.51 billion | $282.71 billion | adviserinfo.sec.gov |
| Precision Fiduciary Partners, LLC | Austin | 29 | $3.35 billion | $24.08 billion | adviserinfo.sec.gov |
| Hub Investment Partners, LLC | Austin | 482 | $3.19 billion | $11.88 billion | adviserinfo.sec.gov |
| Westwood Management Corp | Dallas | 18 | $2.72 billion | $12.46 billion | adviserinfo.sec.gov |
| TRB Wealth Management, LLC | Houston | 11 | $2.33 billion | $3.74 billion | adviserinfo.sec.gov |
| Sage Advisory Services LTD Co | Austin | 51 | $1.73 billion | $28.43 billion | adviserinfo.sec.gov |
| Hoisington Investment Management Co | Austin | 6 | $1.28 billion | $1.79 billion | adviserinfo.sec.gov |
| Roosevelt Capital Management LLC | Dallas | 1 | $1.02 billion | $1.37 billion | adviserinfo.sec.gov |
| Crestline Management, L.P. | Fort Worth | Fewer than 5 | $800.5 million | $22.51 billion | adviserinfo.sec.gov |
| Sixth Street Advisers, LLC | Dallas | 1 | $684.9 million | $101.61 billion | adviserinfo.sec.gov |
| Vaughan Nelson Investment Management, L.P. | Houston | 13 | $628.5 million | $12.24 billion | adviserinfo.sec.gov |
| Robert Harrell, Incorporated | Austin | 8 | $459.7 million | $885.3 million | adviserinfo.sec.gov |
| Luther King Capital Management Corporation | Fort Worth | 5 | $322 million | $31.50 billion | adviserinfo.sec.gov |
| Kayne Anderson Capital Advisors, L.P. | Houston | 2 | $233.8 million | $14.29 billion | adviserinfo.sec.gov |
| Smith Group Asset Management, LLC | Dallas | 4 | $230.2 million | $1.41 billion | adviserinfo.sec.gov |
| Ranger Investment Management,L.P. | Dallas | Fewer than 5 | $208.9 million | $1.48 billion | adviserinfo.sec.gov |
| Cresta Advisors | Laredo | 7 | $190.1 million | $786 million | adviserinfo.sec.gov |
| Swift Creek Partners | Dallas | 1 | $180.8 million | $1.74 billion | adviserinfo.sec.gov |
| Garnett Advisors, LLC | Denton | 1 | $162.1 million | $265.7 million | adviserinfo.sec.gov |
| American Beacon Advisors, Inc. | Irving | 1 | $120.4 million | $59.93 billion | adviserinfo.sec.gov |
| Fisher\Smb | Carrollton | 9 | $96.1 million | $6.85 billion | adviserinfo.sec.gov |
| Eldred Rock Partners, LLC | San Antonio | 1 | $96.1 million | $644.1 million | adviserinfo.sec.gov |
| Optimum Quantvest Corporation | Dallas | 5 | $82.7 million | $695.1 million | adviserinfo.sec.gov |
| Fayez Sarofim & Co. | Houston | 2 | $79.3 million | $35.07 billion | adviserinfo.sec.gov |
| Hilltop Securities Inc. | Dallas | 5 | $73 million | $2.51 billion | adviserinfo.sec.gov |
| Socorro Asset Management | Dallas | 1 | $41.7 million | $497.9 million | adviserinfo.sec.gov |
| Disciplined Investors, L.L.C. | Waco | Fewer than 5 | $23 million | $941.6 million | adviserinfo.sec.gov |
| Sentry Management Inc | Wichita Falls | 2 | $20 million | $5.44 billion | adviserinfo.sec.gov |
| NFJ Investment Group, LLC | Dallas | 1 | $19 million | $2.98 billion | adviserinfo.sec.gov |
| Crossmark Global Investments, Inc. | Houston | 4 | $12.1 million | $8.98 billion | adviserinfo.sec.gov |
| Titan Retirement Advisors LLC | Fulshear | 2 | $10 million | $531 million | adviserinfo.sec.gov |
| LBJ Family Wealth Advisors, LTD. | Austin | 1 | $7.8 million | $388.8 million | adviserinfo.sec.gov |
| Empiric Institutional | Austin | Fewer than 5 | $5.8 million | $9.9 million | adviserinfo.sec.gov |
| Bluespring Wealth Management, LLC | Austin | 1 | $4.5 million | $7.82 billion | adviserinfo.sec.gov |
| Turnbridge Capital, LLC | Little Elm | 1 | $4.3 million | $241.2 million | adviserinfo.sec.gov |
| TDC Capital Advisors, Inc. | College Station | 2 | $2.5 million | $177.6 million | adviserinfo.sec.gov |
| Cargile Investment Management | Midland | Fewer than 5 | $1.3 million | $394.6 million | adviserinfo.sec.gov |
| Balefire, LLC | Dallas | Fewer than 5 | $1.3 million | $1.99 billion | adviserinfo.sec.gov |
| Sendero Wealth Management, LLC | San Antonio | 1 | $1.3 million | $6.51 billion | adviserinfo.sec.gov |
| Parkway Wealth Management Group, LLC | Plano | Fewer than 5 | $1.1 million | $1.22 billion | adviserinfo.sec.gov |
| Hodges Capital Management Inc | Dallas | 1 | $941,228 | $1.55 billion | adviserinfo.sec.gov |
| Roth Financial Partners LLC | Kingwood | Fewer than 5 | $628,988 | $460.1 million | adviserinfo.sec.gov |
| Integrity Advisory Solutions | Dallas | Fewer than 5 | $376,657 | $1.10 billion | adviserinfo.sec.gov |
| Ormonde Investment Management, LLC | Dallas | 1 | $60,000 | $105.3 million | adviserinfo.sec.gov |
| L & B Realty Advisors, LLP | Dallas | 6 | Not listed | $218,557 | adviserinfo.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.