Data / Investment advisers / Serving insurance companies / Texas
Investment advisers in Texas serving insurance companies: 52 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
52 SEC registered investment advisers with a main office in Texas report insurance companies among their clients in Form ADV item 5.D, and together they attribute $59.1 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is NB Alternatives Advisers LLC.
The request: Every investment adviser in Texas that serves insurance companies, with AUM, phone and website. $10 of work on sign-up, no card.
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- 52Advisers
- $59.1 billionAUM from this client type
- 51Advisers over $100 million
- November 2, 2026File date
Advisers in Texas serving insurance companies
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 |
|---|
| NB Alternatives Advisers LLC | Dallas | 61 | $20.05 billion | $160.24 billion | adviserinfo.sec.gov |
| Sixth Street Advisers, LLC | Dallas | 13 | $9.32 billion | $101.61 billion | adviserinfo.sec.gov |
| Aqs Asset Management, L.L.C. | Austin | 11 | $4.07 billion | $4.07 billion | adviserinfo.sec.gov |
| Parkway Advisors, L.P. | Abilene | 44 | $3.92 billion | $4.13 billion | adviserinfo.sec.gov |
| Affinius Capital LLC | San Antonio | 6 | $3.08 billion | $30.44 billion | adviserinfo.sec.gov |
| Sage Advisory Services LTD Co | Austin | 106 | $2.80 billion | $28.43 billion | adviserinfo.sec.gov |
| Crestline Management, L.P. | Fort Worth | 5 | $2.61 billion | $22.51 billion | adviserinfo.sec.gov |
| Prophet Capital Asset Management | Austin | 5 | $2.23 billion | $4.20 billion | adviserinfo.sec.gov |
| Alm First Financial Advisors LLC | Dallas | 3 | $1.51 billion | $76.17 billion | adviserinfo.sec.gov |
| Victory Capital Management Inc. | San Antonio | 11 | $1.37 billion | $282.71 billion | adviserinfo.sec.gov |
| Sali Fund Services | Austin | 6 | $1.01 billion | $45.99 billion | adviserinfo.sec.gov |
| Fisher Investments | Plano | 4 | $891.4 million | $386.67 billion | adviserinfo.sec.gov |
| Kayne Anderson Capital Advisors, L.P. | Houston | 8 | $818.7 million | $14.29 billion | adviserinfo.sec.gov |
| Nexannuity Asset Management, L.P. | Dallas | 1 | $752.3 million | $823.4 million | adviserinfo.sec.gov |
| Wincoram Asset Management LLC | Houston | Fewer than 5 | $620 million | $8.19 billion | adviserinfo.sec.gov |
| Garcia Hamilton & Associates LP | Houston | 11 | $584.7 million | $24.86 billion | adviserinfo.sec.gov |
| Optimum Quantvest Corporation | Dallas | 5 | $562.4 million | $695.1 million | adviserinfo.sec.gov |
| Vaughan Nelson Investment Management, L.P. | Houston | 8 | $559.1 million | $12.24 billion | adviserinfo.sec.gov |
| AB Private Credit Investors LLC | Austin | 3 | $458 million | $11.36 billion | adviserinfo.sec.gov |
| Barrow Hanley Global Investors | Dallas | 2 | $391.4 million | $59.04 billion | adviserinfo.sec.gov |
| Frost Investment Advisors, LLC | San Antonio | 3 | $381.6 million | $5.36 billion | adviserinfo.sec.gov |
| Dimensional Fund Advisors LP | Austin | Fewer than 5 | $181.3 million | $1.02 trillion | adviserinfo.sec.gov |
| Fayez Sarofim & Co. | Houston | 1 | $149.1 million | $35.07 billion | adviserinfo.sec.gov |
| Orei Advisors LP | Austin | Fewer than 5 | $100 million | $2.18 billion | adviserinfo.sec.gov |
| Crescent Advisor Group, Inc. | Plano | Fewer than 5 | $99.8 million | $344.4 million | adviserinfo.sec.gov |
| Regan Capital | Dallas | 6 | $92.8 million | $3.59 billion | adviserinfo.sec.gov |
| Newport Global Advisors L.P. | The Woodlands | 1 | $84.7 million | $174.8 million | adviserinfo.sec.gov |
| Crossmark Global Investments, Inc. | Houston | 3 | $73.4 million | $8.98 billion | adviserinfo.sec.gov |
| Kestra Advisory Services, LLC | Austin | 23 | $66.3 million | $79.80 billion | adviserinfo.sec.gov |
| Socorro Asset Management | Dallas | 2 | $49.1 million | $497.9 million | adviserinfo.sec.gov |
| Requisite Capital Management LLC | Dallas | Fewer than 5 | $44.1 million | $2.43 billion | adviserinfo.sec.gov |
| Chilton Capital Management LLC | Houston | 6 | $41.4 million | $3.23 billion | adviserinfo.sec.gov |
| Luther King Capital Management Corporation | Fort Worth | 1 | $41 million | $31.50 billion | adviserinfo.sec.gov |
| Hoisington Investment Management Co | Austin | Fewer than 5 | $28.3 million | $1.79 billion | adviserinfo.sec.gov |
| Granite Harbor Advisors, Inc. | Houston | Fewer than 5 | $16.2 million | $642.1 million | adviserinfo.sec.gov |
| Kestra Private Wealth Services, LLC | Austin | 5 | $13.3 million | $13.45 billion | adviserinfo.sec.gov |
| SMH Capital Advisors LLC | Weatherford | 2 | $13.1 million | $503.1 million | adviserinfo.sec.gov |
| Strategic Financial Concepts, LLC | San Antonio | 10 | $7.9 million | $927.7 million | adviserinfo.sec.gov |
| Carroll Advisory Group | Texarkana | 42 | $7.6 million | $341.1 million | adviserinfo.sec.gov |
| GBM Wealth Management, Inc. | Houston | Fewer than 5 | $7 million | $346.4 million | adviserinfo.sec.gov |
| Eltekon Advisors, LLC. | West Lake Hills | 1 | $4.8 million | $340 million | adviserinfo.sec.gov |
| Balefire, LLC | Dallas | Fewer than 5 | $4.7 million | $1.99 billion | adviserinfo.sec.gov |
| Ascentis Wealth Management, LLC | Dallas | 2 | $3.5 million | $595.7 million | adviserinfo.sec.gov |
| Vaquero Private Wealth, LTD. | Dallas | 1 | $3.3 million | $928.9 million | adviserinfo.sec.gov |
| Principia Wealth Advisory, LLC | Dallas | 1 | $3 million | $225 million | adviserinfo.sec.gov |
| Roosevelt Capital Management LLC | Dallas | 1 | $2.4 million | $1.37 billion | adviserinfo.sec.gov |
| Annandale Capital, LLC | Dallas | 1 | $2.4 million | $1.55 billion | adviserinfo.sec.gov |
| Bluespring Wealth Management, LLC | Austin | 1 | $2.3 million | $7.82 billion | adviserinfo.sec.gov |
| Richard P. Slaughter Associates, Inc. | Austin | Fewer than 5 | $1.2 million | $905.2 million | adviserinfo.sec.gov |
| Nexpoint Insurance Solutions, L.P. | Dallas | 1 | $209,414 | $95.7 million | adviserinfo.sec.gov |
| Kercheville Advisors LLC | San Antonio | 1 | $84,642 | $554.7 million | adviserinfo.sec.gov |
| Financial Gravity Family Office Services, LLC | Lakeway | 8 | Not listed | $590.5 million | 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.