Data / Investment advisers / Serving individuals / Texas

Investment advisers in Texas serving individuals: 581 firms

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

581 SEC registered investment advisers with a main office in Texas report individuals among their clients in Form ADV item 5.D, and together they attribute $213 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.

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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581Advisers
$213 billionAUM from this client type
558Advisers over $100 million
November 2, 2026File date

Advisers in Texas serving 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 581 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Fisher Investments	Plano	73,217	$48.32 billion	$386.67 billion	adviserinfo.sec.gov
Valic Financial Advisors, Inc.	Houston	291,076	$26.42 billion	$29.22 billion	adviserinfo.sec.gov
Kestra Advisory Services, LLC	Austin	89,162	$24.54 billion	$79.80 billion	adviserinfo.sec.gov
First Command Advisory Services	Fort Worth	109,659	$20.10 billion	$24.43 billion	adviserinfo.sec.gov
United Capital Financial Advisors	Irving	22,900	$9.59 billion	$24.65 billion	adviserinfo.sec.gov
Kestra Private Wealth Services, LLC	Austin	14,677	$3.98 billion	$13.45 billion	adviserinfo.sec.gov
Prospera Financial Services, Inc.	Dallas	10,082	$3.70 billion	$14.39 billion	adviserinfo.sec.gov
Sage Advisory Services LTD Co	Austin	11,158	$3.31 billion	$28.43 billion	adviserinfo.sec.gov
Crossmark Global Investments, Inc.	Houston	5,579	$2.57 billion	$8.98 billion	adviserinfo.sec.gov
Integrated Advisors Network LLC	Dallas	6,711	$2.33 billion	$5.52 billion	adviserinfo.sec.gov
Sunbelt Securities	Houston	5,279	$2.11 billion	$2.64 billion	adviserinfo.sec.gov
Eagle Global Advisors LLC	Houston	336	$1.79 billion	$3.10 billion	adviserinfo.sec.gov
Hub Investment Partners, LLC	Austin	4,444	$1.76 billion	$11.88 billion	adviserinfo.sec.gov
Bluespring Wealth Management, LLC	Austin	6,127	$1.74 billion	$7.82 billion	adviserinfo.sec.gov
Fayez Sarofim & Co.	Houston	2,465	$1.72 billion	$35.07 billion	adviserinfo.sec.gov
Retirement Planners of America	Plano	4,509	$1.56 billion	$3.59 billion	adviserinfo.sec.gov
Level Four Advisory Services	Dallas	9,889	$1.56 billion	$6.54 billion	adviserinfo.sec.gov
Advisor Resource Council	Dallas	9,565	$1.46 billion	$3.49 billion	adviserinfo.sec.gov
Victory Capital Management Inc.	San Antonio	3,238	$1.21 billion	$282.71 billion	adviserinfo.sec.gov
Titleist Asset Management, LLC	San Antonio	946	$1.18 billion	$2.79 billion	adviserinfo.sec.gov
Willis Johnson Wealth	Houston	486	$1.12 billion	$1.85 billion	adviserinfo.sec.gov
Intelligent Wealth Solutions LLC	Austin	3,028	$922.6 million	$961 million	adviserinfo.sec.gov
Quotient Wealth Partners, LLC	Dallas	1,186	$870.4 million	$4.91 billion	adviserinfo.sec.gov
Hilltop Securities Inc.	Dallas	2,736	$829.5 million	$2.51 billion	adviserinfo.sec.gov
Coppell Advisory Solutions LLC	Dallas	8,695	$814.4 million	$1.10 billion	adviserinfo.sec.gov
Guidestone Advisors	Dallas	1,370	$809.9 million	$1.96 billion	adviserinfo.sec.gov
Frost Investment Services	San Antonio	2,484	$777.7 million	$3.67 billion	adviserinfo.sec.gov
Intrua Financial	Houston	2,937	$757.5 million	$1.75 billion	adviserinfo.sec.gov
Momentum Independent Network Inc.	Dallas	2,409	$703.2 million	$1.61 billion	adviserinfo.sec.gov
Manske Wealth Management, LLC	Houston	480	$672.3 million	$707.3 million	adviserinfo.sec.gov
GDS Wealth Management	Flower Mound	768	$664.6 million	$1.81 billion	adviserinfo.sec.gov
49 Financial	Austin	3,553	$650.1 million	$1.40 billion	adviserinfo.sec.gov
Victory Financial	Austin	2,577	$581.3 million	$1.34 billion	adviserinfo.sec.gov
Rogers Wealth Group, Inc.	Fort Worth	197	$537.1 million	$1.04 billion	adviserinfo.sec.gov
Academy Capital Management	Waco	926	$522.5 million	$1.16 billion	adviserinfo.sec.gov
Ascentis Independent Advisors, LLC	Dallas	2,080	$510.9 million	$2.09 billion	adviserinfo.sec.gov
Strategic Financial Concepts, LLC	San Antonio	3,508	$509.6 million	$927.7 million	adviserinfo.sec.gov
Alongside, LLC	Austin	1,912	$485.7 million	$878.6 million	adviserinfo.sec.gov
Main Street Retirement Planning, LLC	Coppell	1,543	$448.5 million	$716.6 million	adviserinfo.sec.gov
Tectonic Advisors LLC	Frisco	1,513	$441.5 million	$5.14 billion	adviserinfo.sec.gov
Integrity Advisory Solutions	Dallas	2,137	$435.1 million	$1.10 billion	adviserinfo.sec.gov
Cain, Watters & Associates, LLC	Frisco	1,474	$425.6 million	$5.04 billion	adviserinfo.sec.gov
Isc Advisors, Inc.	Dallas	1,581	$421.4 million	$1.62 billion	adviserinfo.sec.gov
Corda Investment Management, LLC	Houston	794	$388.8 million	$2.00 billion	adviserinfo.sec.gov
Waterloo Capital	Austin	1,685	$384.4 million	$2.26 billion	adviserinfo.sec.gov
SFMG Wealth Advisors	Plano	472	$373.3 million	$2.96 billion	adviserinfo.sec.gov
RIA Advisors	Houston	801	$369.5 million	$1.84 billion	adviserinfo.sec.gov
Balefire, LLC	Dallas	1,522	$363.7 million	$1.99 billion	adviserinfo.sec.gov
Level Four Capital Management	Dallas	2,094	$361 million	$1.38 billion	adviserinfo.sec.gov
United Advisors America	Prosper	2,752	$352.4 million	$446.5 million	adviserinfo.sec.gov
Pax Financial Group	San Antonio	1,176	$351.2 million	$747.1 million	adviserinfo.sec.gov
Reap Financial Group, LLC	Austin	1,121	$337.7 million	$648.2 million	adviserinfo.sec.gov
Rhodes Investment Advisors, Inc.	Fort Worth	789	$335.7 million	$419.2 million	adviserinfo.sec.gov
Financial Gravity Family Office Services, LLC	Lakeway	1,567	$320.5 million	$590.5 million	adviserinfo.sec.gov
Oak Harvest Investment Services	Houston	564	$307.7 million	$1.14 billion	adviserinfo.sec.gov
Insight Wealth Partners	Plano	639	$307.2 million	$1.12 billion	adviserinfo.sec.gov
Robertson Investment Management	Houston	371	$295.1 million	$534.1 million	adviserinfo.sec.gov
Symphony Financial, LTD. Co.	Houston	1,987	$290.2 million	$1.35 billion	adviserinfo.sec.gov
Per Stirling Capital Management, LLC	Austin	603	$286.5 million	$1.57 billion	adviserinfo.sec.gov
Avidian Wealth Solutions	Houston	786	$285.4 million	$4.76 billion	adviserinfo.sec.gov
Uptick Partners, LLC	Nacogdoches	760	$276.4 million	$1.06 billion	adviserinfo.sec.gov
Inscription Capital, LLC	Houston	273	$273.4 million	$2.05 billion	adviserinfo.sec.gov
Astra Wealth Management Group	Plano	620	$271.8 million	$1.57 billion	adviserinfo.sec.gov
Financial Gravity Asset Management, Inc.	Austin	1,374	$265.3 million	$523.4 million	adviserinfo.sec.gov
Parkway Wealth Management Group, LLC	Plano	1,027	$262.7 million	$1.22 billion	adviserinfo.sec.gov
Linscomb Wealth, Inc.	Houston	582	$259.1 million	$5.21 billion	adviserinfo.sec.gov
Teamwork Financial Advisors, LLC	San Antonio	1,487	$258.1 million	$1.01 billion	adviserinfo.sec.gov
Oxbow Advisors, LLC	Austin	347	$255.7 million	$2.46 billion	adviserinfo.sec.gov
Wealthstar Advisors, LLC	Plano	222	$254.4 million	$723.6 million	adviserinfo.sec.gov
Portfolio Advisory Council,L.L.C.	Houston	420	$253 million	$494.9 million	adviserinfo.sec.gov
Meristead Wealth, LLC	Westlake	396	$244.8 million	$1.29 billion	adviserinfo.sec.gov
McKinney Capital Management	Houston	687	$242.6 million	$246.1 million	adviserinfo.sec.gov
Awm Financial Services Inc.	The Woodlands	158	$239.7 million	$320.6 million	adviserinfo.sec.gov
Pioneer Wealth Management Group	Austin	453	$238.5 million	$399.2 million	adviserinfo.sec.gov
Transce3nd LLC	Buda	1,380	$238.4 million	$418.9 million	adviserinfo.sec.gov
Americana Partners, LLC	Houston	800	$235 million	$9.10 billion	adviserinfo.sec.gov
Lifestyle Wealth	Friendswood	759	$228.9 million	$571.2 million	adviserinfo.sec.gov
Northill Aims, LLC	Richardson	69	$228.1 million	$249.5 million	adviserinfo.sec.gov
TLWM Financial	San Antonio	933	$226.7 million	$605.4 million	adviserinfo.sec.gov
FMP Wealth Advisers	Austin	393	$223 million	$1.34 billion	adviserinfo.sec.gov
Lonestar Registered Investment Advisors, LLC	Lubbock	1,146	$222.6 million	$336.2 million	adviserinfo.sec.gov
Early McClintic & McMillan, LLC	Stafford	579	$218.9 million	$652.2 million	adviserinfo.sec.gov
Apeiron	Dallas	652	$218 million	$852 million	adviserinfo.sec.gov
Texas Family Wealth, LLC	Friendswood	1,060	$216.3 million	$257 million	adviserinfo.sec.gov
Rockwall Wealth Management	Rockwall	487	$216.2 million	$305.5 million	adviserinfo.sec.gov
Fluent Financial, LLC	Dallas	164	$211.6 million	$329.7 million	adviserinfo.sec.gov
Nexus One Financial Advisors LLC	Plano	500	$206.5 million	$552 million	adviserinfo.sec.gov
Revere Asset	Allen	395	$203.8 million	$407.9 million	adviserinfo.sec.gov
Westpark Wealth Advisors, Inc.	Houston	653	$200.9 million	$254.3 million	adviserinfo.sec.gov
Rhame & Gorrell Wealth Management	The Woodlands	521	$197.4 million	$1.44 billion	adviserinfo.sec.gov
Secure Financial Management	San Antonio	468	$196.5 million	$399.8 million	adviserinfo.sec.gov
Westwood Management Corp	Dallas	146	$195.7 million	$12.46 billion	adviserinfo.sec.gov
Worth Asset Management	Dallas	247	$184.9 million	$288.2 million	adviserinfo.sec.gov
Assetbuilder, Inc.	Allen	467	$184.7 million	$812.7 million	adviserinfo.sec.gov
Banorte Asset Management, Inc.	Houston	747	$184.7 million	$661.2 million	adviserinfo.sec.gov
Beacon Financial Group	Dallas	542	$184.6 million	$1.30 billion	adviserinfo.sec.gov
Alterna Wealth Management, Inc.	Houston	518	$179.2 million	$1.40 billion	adviserinfo.sec.gov
McGowan Group Asset Management, Inc.	Dallas	3,642	$175.6 million	$1.08 billion	adviserinfo.sec.gov
The Personal Wealth Coach	Salado	222	$172.7 million	$219.6 million	adviserinfo.sec.gov
Century Management Financial Advisors	Austin	576	$170.4 million	$679.5 million	adviserinfo.sec.gov
Amicus Financial Advisors, LLC	Lubbock	627	$170 million	$550.9 million	adviserinfo.sec.gov
True Financial Group	Cedar Park	518	$167 million	$409 million	adviserinfo.sec.gov
Bentoak Capital	Weatherford	488	$164.4 million	$969.8 million	adviserinfo.sec.gov
Michels Family Financial, LLC	Fort Worth	343	$164.1 million	$347.9 million	adviserinfo.sec.gov
Storehouse Financial LLC	Fort Worth	1,290	$161.8 million	$240.4 million	adviserinfo.sec.gov
Lee Financial Company, LLC	Dallas	208	$158.4 million	$1.68 billion	adviserinfo.sec.gov
McElhenny Sheffield Capital Management, LLC	Dallas	658	$155.7 million	$663.2 million	adviserinfo.sec.gov
Chilton Capital Management LLC	Houston	453	$155.6 million	$3.23 billion	adviserinfo.sec.gov
Financial Synergies	Houston	369	$153.5 million	$1.81 billion	adviserinfo.sec.gov
Perryman Financial Advisory, Inc.	Dallas	280	$152.8 million	$1.02 billion	adviserinfo.sec.gov
TRB Wealth Management, LLC	Houston	644	$150.4 million	$3.74 billion	adviserinfo.sec.gov
Titan Retirement Advisors LLC	Fulshear	158	$150 million	$531 million	adviserinfo.sec.gov
Heritage Haus Wealth Partners LLC	New Braunfels	500	$149.7 million	$241.1 million	adviserinfo.sec.gov
Smith & Wyatt	College Station	691	$149.3 million	$207.5 million	adviserinfo.sec.gov
Beaird Harris	Dallas	296	$148.7 million	$2.27 billion	adviserinfo.sec.gov
Precedent Wealth Partners, LLC	Houston	123	$148 million	$685 million	adviserinfo.sec.gov
Outlook Wealth Advisors, LLC	The Woodlands	381	$148 million	$593.7 million	adviserinfo.sec.gov
RWM Capital, LLC	Sugar Land	1,245	$146.2 million	$222.4 million	adviserinfo.sec.gov
Broadway Wealth Solutions	San Antonio	723	$144.6 million	$308.1 million	adviserinfo.sec.gov
Sovereign Wealth Advisors LLC	Houston	844	$143.3 million	$625.1 million	adviserinfo.sec.gov
William Madison Advisors, Inc.	Abilene	357	$142 million	$497.7 million	adviserinfo.sec.gov
Castleview Partners, LLC	Dallas	512	$141.6 million	$416.9 million	adviserinfo.sec.gov
Centennial Advisors, LLC	Austin	409	$140.8 million	$237.3 million	adviserinfo.sec.gov
Lake Hills Wealth Management, LLC	Austin	200	$137.8 million	$206.9 million	adviserinfo.sec.gov
Miai, Inc.	Dallas	242	$137.6 million	$213.3 million	adviserinfo.sec.gov
Moss, Luse & Womble, LLC	Plano	365	$137 million	$803.2 million	adviserinfo.sec.gov
True North Advisors, LLC	Dallas	428	$136 million	$5.42 billion	adviserinfo.sec.gov
Eltekon Advisors, LLC.	West Lake Hills	419	$135.3 million	$340 million	adviserinfo.sec.gov
The Clarus Group	Houston	393	$131.9 million	$1.10 billion	adviserinfo.sec.gov
Bellatore Financial, Inc.	The Woodlands	353	$130.7 million	$638.7 million	adviserinfo.sec.gov
D.H. Hill Advisors, Inc.	Kingwood	891	$130.7 million	$226.4 million	adviserinfo.sec.gov
Probity Advisors, Inc.	Dallas	391	$130.7 million	$859.4 million	adviserinfo.sec.gov
Centric Advisors, LLC	Cypress	892	$129 million	$211.3 million	adviserinfo.sec.gov
Overridge Wealth Advisors	Fort Worth	343	$126.8 million	$368.2 million	adviserinfo.sec.gov
Cfo4life	Coppell	529	$126.6 million	$1.94 billion	adviserinfo.sec.gov
Dean, Jacobson Financial Services	Fort Worth	362	$126.5 million	$519.4 million	adviserinfo.sec.gov
Signal Securities, Inc.	Fort Worth	811	$125.2 million	$679.1 million	adviserinfo.sec.gov
Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services	Arlington	389	$124.9 million	$909.3 million	adviserinfo.sec.gov
Austin Wealth Management, LLC	Austin	391	$123.4 million	$1.08 billion	adviserinfo.sec.gov
Wela Financial Advisory	San Antonio	385	$122.2 million	$657.1 million	adviserinfo.sec.gov
Prota Financial	Houston	588	$121.1 million	$270.4 million	adviserinfo.sec.gov
Best Invest	San Antonio	571	$118.5 million	$296.4 million	adviserinfo.sec.gov
RFG Wealth Advisory	Argyle	267	$117.9 million	$553.8 million	adviserinfo.sec.gov
Christian Financial Advisors	New Braunfels	393	$115 million	$218.7 million	adviserinfo.sec.gov
Keller Wealth Advisors	Victoria	392	$114.9 million	$923.1 million	adviserinfo.sec.gov
Oakwell Private Wealth Management	Austin	265	$114.7 million	$668.1 million	adviserinfo.sec.gov
Cornermen Financial, LLC	San Antonio	341	$114.6 million	$172.7 million	adviserinfo.sec.gov
M.C. Byrd Wealth Management, LLC	Bellville	481	$113.8 million	$294.2 million	adviserinfo.sec.gov
Awaken Wealth Partners LLC	Houston	361	$113.6 million	$237.3 million	adviserinfo.sec.gov
Davidson Capital Management, Inc	Corpus Christi	239	$110.7 million	$630.3 million	adviserinfo.sec.gov
Icon Wealth Partners	Houston	276	$103.2 million	$2.58 billion	adviserinfo.sec.gov
Openair Financial, LLC	Southlake	700	$103 million	$318 million	adviserinfo.sec.gov
Disciplined Investors, L.L.C.	Waco	312	$102.7 million	$941.6 million	adviserinfo.sec.gov
Capstar Financial Services LLC	Austin	329	$102.6 million	$207.8 million	adviserinfo.sec.gov
Heritage Retirement Advisors, LLC	Colleyville	247	$102.2 million	$351.1 million	adviserinfo.sec.gov
Snider Advisors	Irving	161	$100.2 million	$228.1 million	adviserinfo.sec.gov
SWMG, LLC	Fort Worth	268	$100 million	$430.4 million	adviserinfo.sec.gov
Granite Harbor Advisors, Inc.	Houston	262	$99.8 million	$642.1 million	adviserinfo.sec.gov
Authentikos Wealth Advisory LLC	New Braunfels	379	$99.3 million	$184.1 million	adviserinfo.sec.gov
Trinity Portfolio Advisors, LLC	Southlake	441	$98.9 million	$530.5 million	adviserinfo.sec.gov
Forefront	Austin	468	$98.7 million	$239.8 million	adviserinfo.sec.gov
Thirteen Twenty-Two Advisors	Fort Worth	355	$98.6 million	$163.5 million	adviserinfo.sec.gov
GBM Wealth Management, Inc.	Houston	451	$98.5 million	$346.4 million	adviserinfo.sec.gov
Saxon Financial Group	Houston	314	$98.1 million	$679.1 million	adviserinfo.sec.gov
Catalyst Wealth Management LLC	Houston	9,544	$97.4 million	$105 million	adviserinfo.sec.gov
Skybound Wealth USA	Houston	291	$96.3 million	$166.5 million	adviserinfo.sec.gov
HFG Wealth Management, LLC	The Woodlands	255	$96.2 million	$505.6 million	adviserinfo.sec.gov
Empower Wealth Management	Cedar Park	350	$96.1 million	$349.3 million	adviserinfo.sec.gov
Threadgill Financial, LLC	The Woodlands	235	$93.8 million	$399.4 million	adviserinfo.sec.gov
Prestige Wealth Management	Southlake	275	$93.3 million	$148.4 million	adviserinfo.sec.gov
Arkos Global Advisors, LLC	Houston	271	$92.4 million	$1.15 billion	adviserinfo.sec.gov
Peak American Investment Advisors, Inc.	Plano	296	$91 million	$162.1 million	adviserinfo.sec.gov
Kings Path Partners LLC	Sugar Land	109	$90.6 million	$1.53 billion	adviserinfo.sec.gov
Texas Financial Advisory	San Antonio	600	$90.3 million	$117.9 million	adviserinfo.sec.gov
MDT Financial Advisors, LLC	Webster	245	$89.8 million	$294 million	adviserinfo.sec.gov
Eagle Financial Advisors, LLC	Frisco	312	$87.6 million	$113.1 million	adviserinfo.sec.gov
EQ Wealth Advisors	Dallas	198	$87.1 million	$617 million	adviserinfo.sec.gov
Beck Capital Management LLC	Austin	256	$87 million	$562.4 million	adviserinfo.sec.gov
Richard P. Slaughter Associates, Inc.	Austin	207	$86.2 million	$905.2 million	adviserinfo.sec.gov
Fulcrum Wealth Management	Plano	461	$85.8 million	$192.8 million	adviserinfo.sec.gov
Retirement Financial Group, LLC	Beaumont	366	$84.6 million	$185.9 million	adviserinfo.sec.gov
Dovetail Wealth Management, LLC	Taylor	544	$84.5 million	$333.1 million	adviserinfo.sec.gov
Kingwood Investment Group	Kingwood	228	$84.2 million	$126.5 million	adviserinfo.sec.gov
Wisniewski Wealth Management	Dallas	195	$84.1 million	$266.1 million	adviserinfo.sec.gov
Alpha Capital Management	Austin	261	$83.8 million	$871.4 million	adviserinfo.sec.gov
MBR Financial	Houston	248	$83.5 million	$956.4 million	adviserinfo.sec.gov
Root Financial Partners	Austin	209	$83.4 million	$2.15 billion	adviserinfo.sec.gov
TFR Capital	Plano	180	$82.4 million	$403.1 million	adviserinfo.sec.gov
Aspen Wealth Management, LLC	Fort Worth	158	$82 million	$657.8 million	adviserinfo.sec.gov
Shadowridge Asset Management, LLC	Austin	561	$81.9 million	$126.7 million	adviserinfo.sec.gov
Lauterbach Financial Advisors, LLC	El Paso	211	$81 million	$700.3 million	adviserinfo.sec.gov
Stuart Investment Advisors, Inc.	Austin	217	$80.9 million	$630.5 million	adviserinfo.sec.gov
Paragon Financial Advisors	College Station	185	$79.4 million	$1.05 billion	adviserinfo.sec.gov
Adell Harriman & Carpenter	Houston	240	$78.9 million	$2.09 billion	adviserinfo.sec.gov
Hodges Capital Management Inc	Dallas	275	$78.8 million	$1.55 billion	adviserinfo.sec.gov
1900 Wealth	San Antonio	224	$78.8 million	$3.07 billion	adviserinfo.sec.gov
Winnacle Wealth, LLC	Waco	348	$78.7 million	$145 million	adviserinfo.sec.gov
Live Oak Investment Partners	Austin	253	$78 million	$266.4 million	adviserinfo.sec.gov
Freedom Day Solutions, LLC	Houston	251	$77.9 million	$615.3 million	adviserinfo.sec.gov
Callahan Advisors, LLC	Houston	188	$75.6 million	$1.33 billion	adviserinfo.sec.gov
Murphy & Sylvest	Dallas	273	$75.4 million	$425.7 million	adviserinfo.sec.gov
Spectrum Advisors, Inc.	Plano	270	$74 million	$160 million	adviserinfo.sec.gov
LD Lowe Wealth Advisory	Richardson	238	$74 million	$118.8 million	adviserinfo.sec.gov
Sather Financial Group, Inc.	Victoria	201	$74 million	$2.27 billion	adviserinfo.sec.gov
Fort Advisors Inc	Austin	367	$73.3 million	$146.3 million	adviserinfo.sec.gov
Mills Wealth Advisors, LLC	Southlake	275	$73 million	$548.7 million	adviserinfo.sec.gov
Berry Wealth Group	Granbury	249	$72.9 million	$274.5 million	adviserinfo.sec.gov
Clear Trail Advisors, LLC	Houston	149	$72.8 million	$803.1 million	adviserinfo.sec.gov
Haven Wealth Group	Houston	193	$72.3 million	$514.8 million	adviserinfo.sec.gov
Personal Money Planning, LLC	Wichita Falls	189	$72.1 million	$126.7 million	adviserinfo.sec.gov
Avid Wealth Partners, LLC	San Antonio	163	$71.3 million	$298.5 million	adviserinfo.sec.gov
Monex Asset Management, Inc.	Houston	155	$70.9 million	$650.9 million	adviserinfo.sec.gov
Encompass Advisory Services, LLC	Katy	392	$69.7 million	$121.3 million	adviserinfo.sec.gov
Avondale Wealth Management LLC	West Lake Hills	127	$69.5 million	$326.7 million	adviserinfo.sec.gov
Strategic Advisory Services, L.L.C.	Houston	156	$68.8 million	$184.9 million	adviserinfo.sec.gov
Verus Financial Group	Sugar Land	349	$68.1 million	$158.7 million	adviserinfo.sec.gov
Viaquest Advisors LLC	Houston	234	$67.9 million	$174.4 million	adviserinfo.sec.gov
Aspenridge Wealth Advisors	Fort Worth	274	$67.5 million	$335 million	adviserinfo.sec.gov
Stonecrest Advisors, Inc.	Austin	389	$67.3 million	$398.8 million	adviserinfo.sec.gov
Bison Investment Advisors, LLC	The Woodlands	99	$67 million	$157.5 million	adviserinfo.sec.gov
Wallace Capital Management, Inc.	Dallas	153	$67 million	$1.49 billion	adviserinfo.sec.gov
Ironoak Wealth	Cedar Park	235	$66.7 million	$132.6 million	adviserinfo.sec.gov
Asset Preservation Group Inc	Grapevine	234	$66.7 million	$321.2 million	adviserinfo.sec.gov
Kercheville Advisors LLC	San Antonio	231	$66.5 million	$554.7 million	adviserinfo.sec.gov
Rydar Equities, Inc.	Weatherford	85	$65 million	$197.4 million	adviserinfo.sec.gov
Endurance Financial Planning, LLC	McAllen	566	$64.9 million	$101.8 million	adviserinfo.sec.gov
Fortune Wealth Management, LLC	Dallas	98	$63.9 million	$396.3 million	adviserinfo.sec.gov
Post Oak Private Wealth Advisors	Houston	287	$63.7 million	$390.9 million	adviserinfo.sec.gov
J.E. Simmons & Co., P.C.	Dallas	284	$63.3 million	$213.1 million	adviserinfo.sec.gov
Farris Capital Management Inc.	Carrollton	346	$63.1 million	$177.5 million	adviserinfo.sec.gov
Equilibria Wealth Management, LLC	Katy	94	$63 million	$130.4 million	adviserinfo.sec.gov
Collective Wealth Advisors LLC	Coppell	183	$62.7 million	$157 million	adviserinfo.sec.gov
Crestmont Private Wealth LLC	Boerne	121	$62.1 million	$363 million	adviserinfo.sec.gov
Brasada Capital Management, LP	Houston	199	$61.8 million	$679.1 million	adviserinfo.sec.gov
Burford Brothers, Inc.	Dallas	160	$61.7 million	$440.2 million	adviserinfo.sec.gov
Lemnis Capital	Richardson	333	$60.2 million	$97.9 million	adviserinfo.sec.gov
Financial Aurora, LLC.	Austin	200	$60 million	$130 million	adviserinfo.sec.gov
Allred Harris Wealth Management.	Dallas	224	$59.7 million	$493.4 million	adviserinfo.sec.gov
S&S Wealth Management	Grand Prairie	267	$59.7 million	$153.8 million	adviserinfo.sec.gov
Trinity Legacy Partners, LLC	Houston	222	$59.7 million	$521.2 million	adviserinfo.sec.gov
Quadcap Wealth Management, LLC	Frisco	288	$59.6 million	$1.34 billion	adviserinfo.sec.gov
Team Financial Strategies	Abilene	211	$59.1 million	$262 million	adviserinfo.sec.gov
CMG Wealth Management	Plano	203	$58.9 million	$379.4 million	adviserinfo.sec.gov
Stone Oak Wealth Management, LLC	San Antonio	183	$58.9 million	$355.6 million	adviserinfo.sec.gov
Nuclo Wealth	Houston	55	$58.5 million	$293.7 million	adviserinfo.sec.gov
GFS Advisors LLC	Houston	48	$58.4 million	$3.76 billion	adviserinfo.sec.gov
Heritage Wealth Management	Houston	107	$58.3 million	$357.8 million	adviserinfo.sec.gov
Kingstone Capital Partners Texas, LLC	Frisco	150	$58.1 million	$182.3 million	adviserinfo.sec.gov
Bonner & Smith, LLC	Lubbock	189	$58 million	$314.8 million	adviserinfo.sec.gov
Money Managers, Inc.	San Antonio	330	$57.9 million	$146.6 million	adviserinfo.sec.gov
Leap Wealth Management	Dallas	235	$57.8 million	$305.5 million	adviserinfo.sec.gov
Trisperity Advisors, LLC	Katy	174	$57.2 million	$335.2 million	adviserinfo.sec.gov
RIA Wealth Advisors, LLC	Round Rock	210	$56.9 million	$126.5 million	adviserinfo.sec.gov
Brindle & Bay Financial Advisors, LLC	Frisco	115	$56.8 million	$184.8 million	adviserinfo.sec.gov
The Advisors Group	Lubbock	157	$56.7 million	$142.4 million	adviserinfo.sec.gov
Reliance Wealth Management	San Antonio	258	$56.3 million	$134.2 million	adviserinfo.sec.gov
Westwood Wealth Management	Dallas	181	$55.3 million	$749.5 million	adviserinfo.sec.gov
Wpwealth LLP	Fort Worth	204	$55.3 million	$1.17 billion	adviserinfo.sec.gov
Integrated Wealth Strategies, LLC	Austin	203	$55.1 million	$151.7 million	adviserinfo.sec.gov
Bfi Wealth Solutions, LLC	Dallas	156	$55 million	$145 million	adviserinfo.sec.gov
Crossmark Wealth Management, LLC	Houston	271	$54.8 million	$1.19 billion	adviserinfo.sec.gov
Artesa Financial Group	Conroe	267	$54.5 million	$126.6 million	adviserinfo.sec.gov
Styre Wealth	Fort Worth	127	$54.4 million	$250.8 million	adviserinfo.sec.gov
Eubank, Hutson & Associates, LLC	Plano	192	$54.3 million	$137.7 million	adviserinfo.sec.gov
Austin Asset	Austin	92	$54.1 million	$1.87 billion	adviserinfo.sec.gov
Hackett Financial Group, LLC	Wimberley	206	$53.4 million	$159.1 million	adviserinfo.sec.gov
Strata Wealth Advisors, LLC	Dallas	76	$53.3 million	$886.1 million	adviserinfo.sec.gov
Diesslin Group, Inc.	Fort Worth	133	$53 million	$696.3 million	adviserinfo.sec.gov
TL Private Wealth	Southlake	144	$52.8 million	$364.5 million	adviserinfo.sec.gov
Crescent Advisor Group, Inc.	Plano	192	$51.2 million	$344.4 million	adviserinfo.sec.gov
Relevance Capital Management	Denton	136	$50.7 million	$495.9 million	adviserinfo.sec.gov
Dean Wealth Partners, LLC	Austin	112	$50.5 million	$249.8 million	adviserinfo.sec.gov
Carroll Advisory Group	Texarkana	110	$50.5 million	$341.1 million	adviserinfo.sec.gov
The Watchman Group, Inc.	Plano	117	$50.4 million	$639.7 million	adviserinfo.sec.gov
A Sling & a Stone, Incorporated	Burnet	411	$50 million	$102.1 million	adviserinfo.sec.gov
Cottonwood Capital Advisors	Irving	110	$49.9 million	$347.3 million	adviserinfo.sec.gov
Stability Partners Advisory Group, LLC	Spring	152	$49.9 million	$140.9 million	adviserinfo.sec.gov
Redwood Family Wealth LLC	Plano	164	$49.8 million	$258.5 million	adviserinfo.sec.gov
Beaumont Asset Management, LLC	Beaumont	130	$49.8 million	$365.2 million	adviserinfo.sec.gov
Clare Market Investments, LLC	Dallas	115	$49.5 million	$635.2 million	adviserinfo.sec.gov
Halbert Wealth Management, Inc	Austin	143	$49.1 million	$211.2 million	adviserinfo.sec.gov
Financial Life Advisors	San Antonio	89	$49 million	$366.3 million	adviserinfo.sec.gov
First Dallas Securities, Inc.	Dallas	241	$48.9 million	$398.4 million	adviserinfo.sec.gov
Schlegel Dunn LLC	Plano	79	$48.7 million	$279.1 million	adviserinfo.sec.gov
Watercolor Financial	Austin	70	$48.6 million	$234.8 million	adviserinfo.sec.gov
Carlin Wealth Management Group, LLC	Austin	117	$48.4 million	$240.9 million	adviserinfo.sec.gov
Tsa Wealth Management	Houston	136	$48.2 million	$358.8 million	adviserinfo.sec.gov
Ankerstar Wealth, LLC	Leander	232	$48.2 million	$146.1 million	adviserinfo.sec.gov
Piccolo Investment Consulting, LLC	Denton	173	$48.1 million	$110 million	adviserinfo.sec.gov
Branson Fowlkes & Co Inc	Houston	62	$47.9 million	$439.4 million	adviserinfo.sec.gov
Moffatt Financial Strategies	Fort Worth	140	$46.9 million	$117.1 million	adviserinfo.sec.gov
Atx Financial Planning, LLC	Austin	150	$46.6 million	$174.3 million	adviserinfo.sec.gov
CFM Wealth Partners LLC	Austin	136	$46.3 million	$885.8 million	adviserinfo.sec.gov
Boyce & Associates Wealth Consulting, Inc.	Cedar Park	186	$46.2 million	$244.6 million	adviserinfo.sec.gov
Hill Country Group	Boerne	358	$46.1 million	$175.5 million	adviserinfo.sec.gov
Applewhite & Buys Financial Advisors	Dallas	130	$46.1 million	$153.1 million	adviserinfo.sec.gov
Greenbelt Investment Advisors, LLC	Round Rock	109	$45.9 million	$167 million	adviserinfo.sec.gov
Focus Wealth Advisors, LLC	Houston	72	$45.5 million	$247.6 million	adviserinfo.sec.gov
Roth Financial Partners LLC	Kingwood	111	$44.4 million	$460.1 million	adviserinfo.sec.gov
Glass Wealth Management Co., LLC	San Antonio	200	$44.3 million	$311.9 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.