Data / Investment advisers / Serving high net worth individuals / Texas

Investment advisers in Texas serving high net worth individuals: 635 firms

Name: Investment advisers in Texas serving high net worth individuals: Form ADV data
Creator: SpecStream
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635 SEC registered investment advisers with a main office in Texas report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $715 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Fisher Investments.

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635Advisers
$715 billionAUM from this client type
620Advisers over $100 million
November 2, 2026File date

Advisers in Texas serving high net worth individuals

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 635 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Fisher Investments	Plano	125,844	$283.02 billion	$386.67 billion	adviserinfo.sec.gov
Kestra Advisory Services, LLC	Austin	26,123	$46.81 billion	$79.80 billion	adviserinfo.sec.gov
Fayez Sarofim & Co.	Houston	274	$14.14 billion	$35.07 billion	adviserinfo.sec.gov
Luther King Capital Management Corporation	Fort Worth	2,304	$11.26 billion	$31.50 billion	adviserinfo.sec.gov
United Capital Financial Advisors	Irving	1,937	$11.02 billion	$24.65 billion	adviserinfo.sec.gov
Sarofim Trust Co	Houston	86	$9.32 billion	$12.96 billion	adviserinfo.sec.gov
Kestra Private Wealth Services, LLC	Austin	5,300	$9.08 billion	$13.45 billion	adviserinfo.sec.gov
Prospera Financial Services, Inc.	Dallas	7,796	$8.49 billion	$14.39 billion	adviserinfo.sec.gov
Americana Partners, LLC	Houston	827	$6.75 billion	$9.10 billion	adviserinfo.sec.gov
Dimensional Fund Advisors LP	Austin	1,900	$6.52 billion	$1.02 trillion	adviserinfo.sec.gov
Bluespring Wealth Management, LLC	Austin	1,893	$5.55 billion	$7.82 billion	adviserinfo.sec.gov
Hub Investment Partners, LLC	Austin	1,002	$5.43 billion	$11.88 billion	adviserinfo.sec.gov
Linscomb Wealth, Inc.	Houston	1,058	$4.78 billion	$5.21 billion	adviserinfo.sec.gov
Avidian Wealth Solutions	Houston	1,080	$4.35 billion	$4.76 billion	adviserinfo.sec.gov
Sage Advisory Services LTD Co	Austin	1,283	$4.32 billion	$28.43 billion	adviserinfo.sec.gov
First Command Advisory Services	Fort Worth	3,852	$4.27 billion	$24.43 billion	adviserinfo.sec.gov
Turtle Creek Trust	Dallas	96	$4.24 billion	$4.28 billion	adviserinfo.sec.gov
Quotient Wealth Partners, LLC	Dallas	1,168	$4.04 billion	$4.91 billion	adviserinfo.sec.gov
True North Advisors, LLC	Dallas	594	$3.79 billion	$5.42 billion	adviserinfo.sec.gov
Sendero Wealth Management, LLC	San Antonio	226	$3.63 billion	$6.51 billion	adviserinfo.sec.gov
Tolleson Private Wealth Management	Dallas	201	$3.54 billion	$9.26 billion	adviserinfo.sec.gov
Alamo Advisors, LP	San Antonio	231	$3.32 billion	$3.87 billion	adviserinfo.sec.gov
Level Four Advisory Services	Dallas	5,075	$3.21 billion	$6.54 billion	adviserinfo.sec.gov
Integrated Advisors Network LLC	Dallas	652	$3.11 billion	$5.52 billion	adviserinfo.sec.gov
Valic Financial Advisors, Inc.	Houston	1,913	$2.78 billion	$29.22 billion	adviserinfo.sec.gov
Maslow Wealth Advisors	Austin	311	$2.60 billion	$2.84 billion	adviserinfo.sec.gov
SFMG Wealth Advisors	Plano	496	$2.57 billion	$2.96 billion	adviserinfo.sec.gov
Cain, Watters & Associates, LLC	Frisco	800	$2.51 billion	$5.04 billion	adviserinfo.sec.gov
Chilton Capital Management LLC	Houston	455	$2.45 billion	$3.23 billion	adviserinfo.sec.gov
Icon Wealth Partners	Houston	341	$2.40 billion	$2.58 billion	adviserinfo.sec.gov
Turtle Creek Wealth Advisors, LLC	Dallas	104	$2.35 billion	$2.76 billion	adviserinfo.sec.gov
Tectonic Advisors LLC	Frisco	723	$2.34 billion	$5.14 billion	adviserinfo.sec.gov
Paul Comstock Partners	Houston	109	$2.27 billion	$2.80 billion	adviserinfo.sec.gov
Texas Capital Bank Private Wealth Advisors	Dallas	501	$2.18 billion	$4.19 billion	adviserinfo.sec.gov
Root Financial Partners	Austin	643	$2.06 billion	$2.15 billion	adviserinfo.sec.gov
Beaird Harris	Dallas	497	$2.03 billion	$2.27 billion	adviserinfo.sec.gov
Purpose Capital Management, LLC	Dallas	11	$2.00 billion	$2.00 billion	adviserinfo.sec.gov
Retirement Planners of America	Plano	1,116	$1.99 billion	$3.59 billion	adviserinfo.sec.gov
Segment Wealth Management, LLC	Houston	170	$1.99 billion	$2.07 billion	adviserinfo.sec.gov
Legacy Knight Mfo, LLC	Dallas	20	$1.90 billion	$2.85 billion	adviserinfo.sec.gov
Advisor Resource Council	Dallas	2,134	$1.88 billion	$3.49 billion	adviserinfo.sec.gov
Terry McDaniel & Company	Austin	248	$1.83 billion	$1.92 billion	adviserinfo.sec.gov
Requisite Capital Management LLC	Dallas	191	$1.81 billion	$2.43 billion	adviserinfo.sec.gov
Adell Harriman & Carpenter	Houston	524	$1.80 billion	$2.09 billion	adviserinfo.sec.gov
Oxbow Advisors, LLC	Austin	341	$1.74 billion	$2.46 billion	adviserinfo.sec.gov
View Capital RIA, LP	Dallas	126	$1.73 billion	$1.82 billion	adviserinfo.sec.gov
1900 Wealth	San Antonio	230	$1.66 billion	$3.07 billion	adviserinfo.sec.gov
Waterloo Capital	Austin	924	$1.65 billion	$2.26 billion	adviserinfo.sec.gov
Financial Synergies	Houston	558	$1.64 billion	$1.81 billion	adviserinfo.sec.gov
Austin Asset	Austin	355	$1.64 billion	$1.87 billion	adviserinfo.sec.gov
Meridian Wealth Advisors, LLC	Austin	237	$1.64 billion	$1.74 billion	adviserinfo.sec.gov
Sather Financial Group, Inc.	Victoria	247	$1.60 billion	$2.27 billion	adviserinfo.sec.gov
Corda Investment Management, LLC	Houston	565	$1.59 billion	$2.00 billion	adviserinfo.sec.gov
Inscription Capital, LLC	Houston	141	$1.59 billion	$2.05 billion	adviserinfo.sec.gov
Three Bell Capital LLC	Dallas	432	$1.59 billion	$5.05 billion	adviserinfo.sec.gov
Tanglewood Total Wealth Management, Inc.	Houston	363	$1.55 billion	$1.59 billion	adviserinfo.sec.gov
Warwick Partners	Bryan	202	$1.52 billion	$2.48 billion	adviserinfo.sec.gov
Ascentis Independent Advisors, LLC	Dallas	610	$1.48 billion	$2.09 billion	adviserinfo.sec.gov
Lee Financial Company, LLC	Dallas	220	$1.47 billion	$1.68 billion	adviserinfo.sec.gov
Titleist Asset Management, LLC	San Antonio	1,157	$1.44 billion	$2.79 billion	adviserinfo.sec.gov
Hilltop Securities Inc.	Dallas	599	$1.43 billion	$2.51 billion	adviserinfo.sec.gov
Summa Corp.	The Woodlands	48	$1.42 billion	$1.59 billion	adviserinfo.sec.gov
RIA Advisors	Houston	434	$1.41 billion	$1.84 billion	adviserinfo.sec.gov
Cypress Point Wealth Management, LLC	Dallas	132	$1.40 billion	$1.47 billion	adviserinfo.sec.gov
Cfo4life	Coppell	348	$1.39 billion	$1.94 billion	adviserinfo.sec.gov
Frost Investment Services	San Antonio	535	$1.36 billion	$3.67 billion	adviserinfo.sec.gov
Yacktman Asset Management LP	Austin	626	$1.34 billion	$11.71 billion	adviserinfo.sec.gov
Penn Davis McFarland Inc	Dallas	193	$1.31 billion	$1.36 billion	adviserinfo.sec.gov
GFS Advisors LLC	Houston	324	$1.30 billion	$3.76 billion	adviserinfo.sec.gov
Astra Wealth Management Group	Plano	344	$1.30 billion	$1.57 billion	adviserinfo.sec.gov
Quadcap Wealth Management, LLC	Frisco	294	$1.27 billion	$1.34 billion	adviserinfo.sec.gov
Tailwind Advisors	Fort Worth	15	$1.25 billion	$1.67 billion	adviserinfo.sec.gov
Rhame & Gorrell Wealth Management	The Woodlands	363	$1.24 billion	$1.44 billion	adviserinfo.sec.gov
Callahan Advisors, LLC	Houston	243	$1.22 billion	$1.33 billion	adviserinfo.sec.gov
Per Stirling Capital Management, LLC	Austin	471	$1.18 billion	$1.57 billion	adviserinfo.sec.gov
Guidestone Advisors	Dallas	717	$1.14 billion	$1.96 billion	adviserinfo.sec.gov
GDS Wealth Management	Flower Mound	310	$1.14 billion	$1.81 billion	adviserinfo.sec.gov
Howard Financial Services, LTD.	Dallas	259	$1.12 billion	$1.40 billion	adviserinfo.sec.gov
Beacon Financial Group	Dallas	510	$1.12 billion	$1.30 billion	adviserinfo.sec.gov
Annandale Capital, LLC	Dallas	165	$1.09 billion	$1.55 billion	adviserinfo.sec.gov
Meristead Wealth, LLC	Westlake	579	$1.03 billion	$1.29 billion	adviserinfo.sec.gov
Symphony Financial, LTD. Co.	Houston	836	$1.02 billion	$1.35 billion	adviserinfo.sec.gov
Enclave Advisors, LLC	Austin	57	$1.00 billion	$1.10 billion	adviserinfo.sec.gov
FMP Wealth Advisers	Austin	328	$985.8 million	$1.34 billion	adviserinfo.sec.gov
Wpwealth LLP	Fort Worth	248	$979.5 million	$1.17 billion	adviserinfo.sec.gov
The Clarus Group	Houston	220	$969.4 million	$1.10 billion	adviserinfo.sec.gov
Holt Capital Partners, L.P.	Fort Worth	90	$954.7 million	$1.09 billion	adviserinfo.sec.gov
Avion Wealth	The Woodlands	269	$953 million	$984.6 million	adviserinfo.sec.gov
Intrua Financial	Houston	410	$942.1 million	$1.75 billion	adviserinfo.sec.gov
Sarofim International Management Co	Houston	3	$937.1 million	$2.41 billion	adviserinfo.sec.gov
Childress Capital Advisors, LLC	Houston	122	$935.5 million	$1.21 billion	adviserinfo.sec.gov
Arkos Global Advisors, LLC	Houston	161	$934.7 million	$1.15 billion	adviserinfo.sec.gov
Sequent Asset Management, LLC	Houston	292	$930.5 million	$1.06 billion	adviserinfo.sec.gov
Parkway Wealth Management Group, LLC	Plano	283	$918.9 million	$1.22 billion	adviserinfo.sec.gov
Wallace Capital Management, Inc.	Dallas	262	$912.2 million	$1.49 billion	adviserinfo.sec.gov
Coyle Capital, LLC	Lakeway	186	$897 million	$925.2 million	adviserinfo.sec.gov
Erguz, LLC	The Woodlands	51	$889 million	$889 million	adviserinfo.sec.gov
Briaud Financial Advisors	College Station	243	$883.3 million	$912.8 million	adviserinfo.sec.gov
MBR Financial	Houston	232	$872.8 million	$956.4 million	adviserinfo.sec.gov
Vaquero Private Wealth, LTD.	Dallas	179	$871.7 million	$928.9 million	adviserinfo.sec.gov
Paragon Financial Advisors	College Station	252	$870.7 million	$1.05 billion	adviserinfo.sec.gov
McGowan Group Asset Management, Inc.	Dallas	1,112	$861.5 million	$1.08 billion	adviserinfo.sec.gov
Momentum Independent Network Inc.	Dallas	408	$854.8 million	$1.61 billion	adviserinfo.sec.gov
Optas, LLC	Dripping Springs	83	$847.7 million	$881.9 million	adviserinfo.sec.gov
Adams Asset Advisors LLC	Dallas	118	$839.4 million	$839.4 million	adviserinfo.sec.gov
Perryman Financial Advisory, Inc.	Dallas	230	$838.2 million	$1.02 billion	adviserinfo.sec.gov
Strata Wealth Advisors, LLC	Dallas	151	$830.7 million	$886.1 million	adviserinfo.sec.gov
Ycg, LLC	Austin	206	$827.3 million	$1.54 billion	adviserinfo.sec.gov
Goodman Financial Corporation	Houston	207	$820.6 million	$915.9 million	adviserinfo.sec.gov
Insight Wealth Partners	Plano	320	$814.2 million	$1.12 billion	adviserinfo.sec.gov
Franklin, Parlapiano, Turner & Welch LLC	Houston	104	$810.6 million	$811.5 million	adviserinfo.sec.gov
Jasper Ridge Partners, L.P.	Fort Worth	11	$810 million	$42.95 billion	adviserinfo.sec.gov
Alterna Wealth Management, Inc.	Houston	633	$809.4 million	$1.40 billion	adviserinfo.sec.gov
Level Four Capital Management	Dallas	1,233	$809.2 million	$1.38 billion	adviserinfo.sec.gov
Richard P. Slaughter Associates, Inc.	Austin	250	$806.1 million	$905.2 million	adviserinfo.sec.gov
Uptick Partners, LLC	Nacogdoches	375	$784.4 million	$1.06 billion	adviserinfo.sec.gov
Smith Group Asset Management, LLC	Dallas	2,299	$782.4 million	$1.41 billion	adviserinfo.sec.gov
Autumn Lane Advisors, LLC	Houston	59	$770.4 million	$1.20 billion	adviserinfo.sec.gov
Alpha Capital Management	Austin	201	$766.1 million	$871.4 million	adviserinfo.sec.gov
Keller Wealth Advisors	Victoria	151	$764.6 million	$923.1 million	adviserinfo.sec.gov
CFM Wealth Partners LLC	Austin	131	$762.8 million	$885.8 million	adviserinfo.sec.gov
Teamwork Financial Advisors, LLC	San Antonio	993	$746 million	$1.01 billion	adviserinfo.sec.gov
Victory Financial	Austin	360	$738 million	$1.34 billion	adviserinfo.sec.gov
Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services	Arlington	86	$738 million	$909.3 million	adviserinfo.sec.gov
Tanglewood Legacy Advisors, LLC	Houston	121	$730.2 million	$809 million	adviserinfo.sec.gov
Paratus Financial, Inc.	Dallas	68	$730.1 million	$757.4 million	adviserinfo.sec.gov
Clear Trail Advisors, LLC	Houston	227	$729.5 million	$803.1 million	adviserinfo.sec.gov
Willis Johnson Wealth	Houston	92	$723.5 million	$1.85 billion	adviserinfo.sec.gov
Capital Creek Partners	Austin	97	$721.3 million	$1.52 billion	adviserinfo.sec.gov
Oak Harvest Investment Services	Houston	404	$712.6 million	$1.14 billion	adviserinfo.sec.gov
Hourglass Capital, LLC	Houston	69	$697.4 million	$768.9 million	adviserinfo.sec.gov
Balefire, LLC	Dallas	235	$686.2 million	$1.99 billion	adviserinfo.sec.gov
Optima Asset Management Inc	Dallas	97	$653.1 million	$657.4 million	adviserinfo.sec.gov
Dash Investments	Plano	340	$650.4 million	$681.6 million	adviserinfo.sec.gov
49 Financial	Austin	218	$647.5 million	$1.40 billion	adviserinfo.sec.gov
Madden Asset Management	Dallas	64	$647.1 million	$826 million	adviserinfo.sec.gov
Waterway Wealth Management, L.L.C.	The Woodlands	124	$642 million	$675.8 million	adviserinfo.sec.gov
Integrity Advisory Solutions	Dallas	250	$637.1 million	$1.10 billion	adviserinfo.sec.gov
The Goff Financial Group	Houston	142	$634.2 million	$674.4 million	adviserinfo.sec.gov
E & G Advisors, LLC	Houston	168	$627.6 million	$706.9 million	adviserinfo.sec.gov
Harrell Investment Partners, LLC	Austin	82	$622.6 million	$662.4 million	adviserinfo.sec.gov
Ascension Capital Advisors, Inc.	Houston	115	$621.6 million	$938.5 million	adviserinfo.sec.gov
Diesslin Group, Inc.	Fort Worth	147	$600.4 million	$696.3 million	adviserinfo.sec.gov
Autumn Glory Partners, LLC	Dallas	35	$594.4 million	$747.6 million	adviserinfo.sec.gov
Academy Capital Management	Waco	36	$590.5 million	$1.16 billion	adviserinfo.sec.gov
Apeiron	Dallas	526	$589 million	$852 million	adviserinfo.sec.gov
The Watchman Group, Inc.	Plano	144	$582.5 million	$639.7 million	adviserinfo.sec.gov
Assetbuilder, Inc.	Allen	247	$578.5 million	$812.7 million	adviserinfo.sec.gov
Saxon Financial Group	Houston	195	$578.2 million	$679.1 million	adviserinfo.sec.gov
KDK Private Wealth Management	Houston	63	$574.7 million	$584.6 million	adviserinfo.sec.gov
Virtus Family Office	El Paso	74	$574.7 million	$726.9 million	adviserinfo.sec.gov
Brasada Capital Management, LP	Houston	182	$570.6 million	$679.1 million	adviserinfo.sec.gov
Clare Market Investments, LLC	Dallas	110	$569.7 million	$635.2 million	adviserinfo.sec.gov
Aspen Wealth Management, LLC	Fort Worth	188	$568.6 million	$657.8 million	adviserinfo.sec.gov
CHJ Wealth Management	The Woodlands	124	$567.8 million	$600.2 million	adviserinfo.sec.gov
Mosaic Advisors	Houston	65	$560.2 million	$580.5 million	adviserinfo.sec.gov
Ackerman Capital Management	Dallas	141	$556.4 million	$604 million	adviserinfo.sec.gov
Act Wealth Management, LLC	Allen	226	$556.2 million	$568.8 million	adviserinfo.sec.gov
Signal Securities, Inc.	Fort Worth	326	$553.9 million	$679.1 million	adviserinfo.sec.gov
Sanders Morris LLC	Houston	21	$550.6 million	$576.1 million	adviserinfo.sec.gov
Ias Wealth Management, Inc.	The Woodlands	134	$546 million	$588.6 million	adviserinfo.sec.gov
Bentoak Capital	Weatherford	286	$544.5 million	$969.8 million	adviserinfo.sec.gov
NB Alternatives Advisers LLC	Dallas	2	$544.2 million	$160.24 billion	adviserinfo.sec.gov
Corus Family Wealth Advisors, Inc.	McKinney	70	$539.3 million	$619.5 million	adviserinfo.sec.gov
Endeavor Advisors, LLC	Houston	85	$539.3 million	$559.5 million	adviserinfo.sec.gov
TRB Wealth Management, LLC	Houston	194	$538.2 million	$3.74 billion	adviserinfo.sec.gov
Freedom Day Solutions, LLC	Houston	170	$537.4 million	$615.3 million	adviserinfo.sec.gov
Precedent Wealth Partners, LLC	Houston	77	$536.9 million	$685 million	adviserinfo.sec.gov
Probity Advisors, Inc.	Dallas	152	$531.8 million	$859.4 million	adviserinfo.sec.gov
Wela Financial Advisory	San Antonio	52	$527.8 million	$657.1 million	adviserinfo.sec.gov
Mack & Co. Partners, LP	Dallas	7	$526.6 million	$549 million	adviserinfo.sec.gov
Stuart Investment Advisors, Inc.	Austin	169	$525.6 million	$630.5 million	adviserinfo.sec.gov
Peirce Capital Management, LLC	The Woodlands	129	$524.5 million	$534.1 million	adviserinfo.sec.gov
The Sum	The Woodlands	159	$519.7 million	$551.4 million	adviserinfo.sec.gov
New Capital Management, LP	Houston	90	$506.7 million	$533.5 million	adviserinfo.sec.gov
Austin Wealth Management, LLC	Austin	189	$502.6 million	$1.08 billion	adviserinfo.sec.gov
Leo Wealth Americas, LLC	Hurst	341	$500.4 million	$512.3 million	adviserinfo.sec.gov
Eight 31 Financial, LLC	Midland	71	$494.5 million	$532.4 million	adviserinfo.sec.gov
EQ Wealth Advisors	Dallas	100	$492.1 million	$617 million	adviserinfo.sec.gov
WJ Interests, LLC	Sugar Land	172	$492 million	$633.5 million	adviserinfo.sec.gov
Granite Harbor Advisors, Inc.	Houston	154	$486.7 million	$642.1 million	adviserinfo.sec.gov
Sunbelt Securities	Houston	919	$481.1 million	$2.64 billion	adviserinfo.sec.gov
Crossmark Global Investments, Inc.	Houston	35	$480.9 million	$8.98 billion	adviserinfo.sec.gov
Hodges Capital Management Inc	Dallas	159	$479 million	$1.55 billion	adviserinfo.sec.gov
Disciplined Investors, L.L.C.	Waco	168	$478.6 million	$941.6 million	adviserinfo.sec.gov
Doliver Advisors, L.P.	Houston	96	$474.2 million	$718.4 million	adviserinfo.sec.gov
Beck Capital Management LLC	Austin	193	$470.4 million	$562.4 million	adviserinfo.sec.gov
Wealthstar Advisors, LLC	Plano	231	$469.2 million	$723.6 million	adviserinfo.sec.gov
RTW Financial Advisors Inc	Dallas	85	$467.9 million	$581 million	adviserinfo.sec.gov
Oakwell Private Wealth Management	Austin	147	$463.3 million	$668.1 million	adviserinfo.sec.gov
Lauterbach Financial Advisors, LLC	El Paso	156	$461.7 million	$700.3 million	adviserinfo.sec.gov
Vaughan Nelson Investment Management, L.P.	Houston	155	$461.2 million	$12.24 billion	adviserinfo.sec.gov
Henry Bragg & Co.	Houston	59	$456 million	$468.7 million	adviserinfo.sec.gov
Ascentis Wealth Management, LLC	Dallas	120	$455.8 million	$595.7 million	adviserinfo.sec.gov
Beacon Advisors	Austin	39	$452.2 million	$459.6 million	adviserinfo.sec.gov
Bellatore Financial, Inc.	The Woodlands	194	$451.7 million	$638.7 million	adviserinfo.sec.gov
Symmetry Capital Advisors LLC	Dallas	64	$448 million	$492.7 million	adviserinfo.sec.gov
Outlook Wealth Advisors, LLC	The Woodlands	188	$445.7 million	$593.7 million	adviserinfo.sec.gov
Scott & Selber, Inc. Capital Management	Houston	70	$445.4 million	$637.9 million	adviserinfo.sec.gov
Kercheville Advisors LLC	San Antonio	96	$442.9 million	$554.7 million	adviserinfo.sec.gov
Relevance Capital Management	Denton	143	$442.8 million	$495.9 million	adviserinfo.sec.gov
Trinity Legacy Partners, LLC	Houston	134	$442 million	$521.2 million	adviserinfo.sec.gov
Joyce Wealth Management, LLC	Houston	134	$434.5 million	$483.1 million	adviserinfo.sec.gov
Keener Financial Planning	Keller	144	$433.4 million	$479 million	adviserinfo.sec.gov
Fca Corp	Houston	84	$422.1 million	$623.1 million	adviserinfo.sec.gov
Early McClintic & McMillan, LLC	Stafford	68	$421.7 million	$652.2 million	adviserinfo.sec.gov
Mills Wealth Advisors, LLC	Southlake	171	$421.3 million	$548.7 million	adviserinfo.sec.gov
Advocates Wealth Planning	Houston	134	$421 million	$448.1 million	adviserinfo.sec.gov
Horizon Wealth Advisors	Houston	94	$415.5 million	$451.4 million	adviserinfo.sec.gov
Roth Financial Partners LLC	Kingwood	156	$415.1 million	$460.1 million	adviserinfo.sec.gov
RFG Wealth Advisory	Argyle	148	$415 million	$553.8 million	adviserinfo.sec.gov
Haven Wealth Group	Houston	139	$412.3 million	$514.8 million	adviserinfo.sec.gov
Fifth Force Management	Dallas	Fewer than 5	$406.9 million	$406.9 million	adviserinfo.sec.gov
Generational Wealth Advisors	Richardson	98	$406.8 million	$568.8 million	adviserinfo.sec.gov
Enzi Wealth	Austin	140	$405.9 million	$450.9 million	adviserinfo.sec.gov
Davidson Capital Management, Inc	Corpus Christi	178	$405.4 million	$630.3 million	adviserinfo.sec.gov
Rogers Wealth Group, Inc.	Fort Worth	214	$399.6 million	$1.04 billion	adviserinfo.sec.gov
Pax Financial Group	San Antonio	174	$395.9 million	$747.1 million	adviserinfo.sec.gov
LGT Financial Advisors LLC	Dallas	63	$390.6 million	$456.1 million	adviserinfo.sec.gov
Century Management Financial Advisors	Austin	131	$389 million	$679.5 million	adviserinfo.sec.gov
1836 Asset Management, LLC	Garland	48	$386.6 million	$386.6 million	adviserinfo.sec.gov
Alongside, LLC	Austin	191	$385.9 million	$878.6 million	adviserinfo.sec.gov
Lavaca Capital, LLC	Houston	20	$385.2 million	$927.1 million	adviserinfo.sec.gov
Promus Advisors	Dallas	44	$383.7 million	$384.6 million	adviserinfo.sec.gov
Banorte Asset Management, Inc.	Houston	93	$382.5 million	$661.2 million	adviserinfo.sec.gov
Fruth Investment Management	Houston	102	$379 million	$417.8 million	adviserinfo.sec.gov
S Harris Financial Group, LLC	San Antonio	108	$378.2 million	$404.4 million	adviserinfo.sec.gov
Sovereign Wealth Advisors LLC	Houston	408	$378.1 million	$625.1 million	adviserinfo.sec.gov
Fortiter Wealth Management, LLC	Houston	45	$377.4 million	$379.9 million	adviserinfo.sec.gov
Burford Brothers, Inc.	Dallas	62	$372.9 million	$440.2 million	adviserinfo.sec.gov
Branson Fowlkes & Co Inc	Houston	126	$371.5 million	$439.4 million	adviserinfo.sec.gov
Pin Oak Investment Advisors Inc	Houston	175	$368 million	$784.8 million	adviserinfo.sec.gov
Nixon Capital LLC	Austin	199	$364.9 million	$389.9 million	adviserinfo.sec.gov
Trinity Portfolio Advisors, LLC	Southlake	98	$360.1 million	$530.5 million	adviserinfo.sec.gov
Lear Investment Management	Dallas	96	$358.4 million	$1.24 billion	adviserinfo.sec.gov
Isc Advisors, Inc.	Dallas	199	$356.4 million	$1.62 billion	adviserinfo.sec.gov
TLWM Financial	San Antonio	316	$355.5 million	$605.4 million	adviserinfo.sec.gov
HFG Wealth Management, LLC	The Woodlands	174	$354.9 million	$505.6 million	adviserinfo.sec.gov
Murphy & Sylvest	Dallas	154	$350.3 million	$425.7 million	adviserinfo.sec.gov
McElhenny Sheffield Capital Management, LLC	Dallas	99	$350.2 million	$663.2 million	adviserinfo.sec.gov
Ironbridge Private Wealth, LLC	Austin	74	$349.7 million	$379.7 million	adviserinfo.sec.gov
Legacy Consulting Group	Plano	141	$348.6 million	$378.6 million	adviserinfo.sec.gov
Redbud Advisors	Austin	57	$347.7 million	$367.8 million	adviserinfo.sec.gov
Nexus One Financial Advisors LLC	Plano	185	$345.5 million	$552 million	adviserinfo.sec.gov
William Madison Advisors, Inc.	Abilene	137	$341.2 million	$497.7 million	adviserinfo.sec.gov
Camden Wealth Advisors LLC	Houston	96	$341.2 million	$366.3 million	adviserinfo.sec.gov
Shelton Wealth Management, LLC	Fort Worth	91	$340.1 million	$364.5 million	adviserinfo.sec.gov
Homage Wealth Group LLC	Houston	3	$337.9 million	$366.2 million	adviserinfo.sec.gov
Greenfield Seitz Capital Management, LLC	Dallas	75	$330.4 million	$363.4 million	adviserinfo.sec.gov
SWMG, LLC	Fort Worth	161	$330.3 million	$430.4 million	adviserinfo.sec.gov
Lifestyle Wealth	Friendswood	163	$326.5 million	$571.2 million	adviserinfo.sec.gov
Amicus Financial Advisors, LLC	Lubbock	121	$324.6 million	$550.9 million	adviserinfo.sec.gov
Fortune Wealth Management, LLC	Dallas	101	$323.1 million	$396.3 million	adviserinfo.sec.gov
Post Oak Private Wealth Advisors	Houston	89	$319 million	$390.9 million	adviserinfo.sec.gov
Bowie Capital Management, LLC	Richardson	7	$318.7 million	$2.81 billion	adviserinfo.sec.gov
Moss, Luse & Womble, LLC	Plano	110	$315.6 million	$803.2 million	adviserinfo.sec.gov
LBJ Family Wealth Advisors, LTD.	Austin	67	$314.9 million	$388.8 million	adviserinfo.sec.gov
Lifeway Financial Corporation	Plano	82	$313.5 million	$358.7 million	adviserinfo.sec.gov
Allred Harris Wealth Management.	Dallas	88	$313.4 million	$493.4 million	adviserinfo.sec.gov
TL Private Wealth	Southlake	125	$311.7 million	$364.5 million	adviserinfo.sec.gov
Brownlee Wealth Management	Houston	69	$309.7 million	$465.3 million	adviserinfo.sec.gov
CMG Wealth Management	Plano	122	$309 million	$379.4 million	adviserinfo.sec.gov
TFR Capital	Plano	80	$308.9 million	$403.1 million	adviserinfo.sec.gov
Financial Life Advisors	San Antonio	118	$308.1 million	$366.3 million	adviserinfo.sec.gov
Reap Financial Group, LLC	Austin	163	$308.1 million	$648.2 million	adviserinfo.sec.gov
RHP Wealth Management	Houston	117	$306.1 million	$344.8 million	adviserinfo.sec.gov
Threadgill Financial, LLC	The Woodlands	146	$305.6 million	$399.4 million	adviserinfo.sec.gov
Tsa Wealth Management	Houston	126	$303 million	$358.8 million	adviserinfo.sec.gov
Cresta Advisors	Laredo	111	$302 million	$786 million	adviserinfo.sec.gov
Dean, Jacobson Financial Services	Fort Worth	170	$301.8 million	$519.4 million	adviserinfo.sec.gov
Founder Family Financial, LLC	Austin	71	$301.2 million	$321 million	adviserinfo.sec.gov
Crestmont Private Wealth LLC	Boerne	65	$300.2 million	$363 million	adviserinfo.sec.gov
Heritage Wealth Management	Houston	111	$299.5 million	$357.8 million	adviserinfo.sec.gov
Crimson Management	Houston	53	$299.2 million	$324.5 million	adviserinfo.sec.gov
Orchid Advisory	Dallas	15	$295.7 million	$295.7 million	adviserinfo.sec.gov
First Dallas Securities, Inc.	Dallas	115	$295.6 million	$398.4 million	adviserinfo.sec.gov
Beaumont Asset Management, LLC	Beaumont	80	$294.7 million	$365.2 million	adviserinfo.sec.gov
KM Capital Management, LTD.	Austin	23	$294.4 million	$374.4 million	adviserinfo.sec.gov
Cargile Investment Management	Midland	58	$294.3 million	$394.6 million	adviserinfo.sec.gov
The Menard Financial Group, LLC	Houston	43	$293 million	$335.3 million	adviserinfo.sec.gov
Penney Financial	Houston	96	$292.2 million	$303.5 million	adviserinfo.sec.gov
Concorde Investment Management	Dallas	75	$289 million	$376.2 million	adviserinfo.sec.gov
Schulz Wealth, LTD.	Mansfield	104	$288.9 million	$438.1 million	adviserinfo.sec.gov
Coppell Advisory Solutions LLC	Dallas	153	$288.5 million	$1.10 billion	adviserinfo.sec.gov
M. E. Allison & Co., Inc.	San Antonio	236	$286.7 million	$366.4 million	adviserinfo.sec.gov
Orei Advisors LP	Austin	Fewer than 5	$286.3 million	$2.18 billion	adviserinfo.sec.gov
Stone Oak Wealth Management, LLC	San Antonio	85	$282.6 million	$355.6 million	adviserinfo.sec.gov
Outrunner Capital, LLC	Austin	16	$279.2 million	$498.5 million	adviserinfo.sec.gov
Trisperity Advisors, LLC	Katy	90	$278 million	$335.2 million	adviserinfo.sec.gov
Carroll Advisory Group	Texarkana	92	$277.9 million	$341.1 million	adviserinfo.sec.gov
Beacon Financial Advisors LTD	Houston	53	$275.7 million	$296.9 million	adviserinfo.sec.gov
Cypress Asset Management Inc	Houston	59	$273.5 million	$455.8 million	adviserinfo.sec.gov
Nolet Wealth Management, LLC	Fort Worth	3	$272.6 million	$272.6 million	adviserinfo.sec.gov
Corps Capital Advisors, LLC	Southlake	19	$270.3 million	$270.3 million	adviserinfo.sec.gov
Financial Gravity Family Office Services, LLC	Lakeway	149	$270 million	$590.5 million	adviserinfo.sec.gov
Crossmark Wealth Management, LLC	Houston	216	$269.6 million	$1.19 billion	adviserinfo.sec.gov
Patron Partners, LLC	Houston	86	$269.6 million	$325.7 million	adviserinfo.sec.gov
Main Street Retirement Planning, LLC	Coppell	145	$268.1 million	$716.6 million	adviserinfo.sec.gov
Aspenridge Wealth Advisors	Fort Worth	109	$267.5 million	$335 million	adviserinfo.sec.gov
Cultivar Capital, Inc.	Denton	142	$266.2 million	$375.1 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.