Data / Investment advisers / Serving investment companies / Texas
Investment advisers in Texas serving investment companies: 95 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
95 SEC registered investment advisers with a main office in Texas report investment companies among their clients in Form ADV item 5.D, and together they attribute $1.2 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Dimensional Fund Advisors LP.
The request: Every investment adviser in Texas that serves investment companies, 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.
- 95Advisers
- $1.2 trillionAUM from this client type
- 80Advisers over $100 million
- November 2, 2026File date
Advisers in Texas serving investment 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 |
|---|
| Dimensional Fund Advisors LP | Austin | 198 | $799.10 billion | $1.02 trillion | adviserinfo.sec.gov |
| Victory Capital Management Inc. | San Antonio | 420 | $199.76 billion | $282.71 billion | adviserinfo.sec.gov |
| Guidestone Capital Management | Dallas | 27 | $36.24 billion | $36.24 billion | adviserinfo.sec.gov |
| The Variable Annuity Life Insurance Company | Houston | 36 | $32.94 billion | $32.94 billion | adviserinfo.sec.gov |
| Barrow Hanley Global Investors | Dallas | 18 | $21.25 billion | $59.04 billion | adviserinfo.sec.gov |
| American Beacon Advisors, Inc. | Irving | 3 | $19.08 billion | $59.93 billion | adviserinfo.sec.gov |
| Yacktman Asset Management LP | Austin | 4 | $9.63 billion | $11.71 billion | adviserinfo.sec.gov |
| Westwood Management Corp | Dallas | 24 | $5.76 billion | $12.46 billion | adviserinfo.sec.gov |
| Frost Investment Advisors, LLC | San Antonio | 4 | $4.95 billion | $5.36 billion | adviserinfo.sec.gov |
| Vaughan Nelson Investment Management, L.P. | Houston | 13 | $4.82 billion | $12.24 billion | adviserinfo.sec.gov |
| NB Alternatives Advisers LLC | Dallas | 16 | $4.16 billion | $160.24 billion | adviserinfo.sec.gov |
| Bridgeway Capital Management, LLC | Houston | 8 | $4.13 billion | $4.25 billion | adviserinfo.sec.gov |
| Fayez Sarofim & Co. | Houston | 5 | $3.30 billion | $35.07 billion | adviserinfo.sec.gov |
| Ka Fund Advisors, LLC | Houston | 1 | $3.19 billion | $3.19 billion | adviserinfo.sec.gov |
| Nexpoint Asset Management, L.P. | Dallas | 5 | $2.76 billion | $2.76 billion | adviserinfo.sec.gov |
| NFJ Investment Group, LLC | Dallas | 3 | $2.68 billion | $2.98 billion | adviserinfo.sec.gov |
| Kensington Asset Management, LLC | Austin | 1 | $2.56 billion | $2.56 billion | adviserinfo.sec.gov |
| Regan Capital | Dallas | 4 | $2.38 billion | $3.59 billion | adviserinfo.sec.gov |
| Strive Asset Management | Dallas | 13 | $2.37 billion | $2.38 billion | adviserinfo.sec.gov |
| Crossmark Global Investments, Inc. | Houston | 12 | $2.12 billion | $8.98 billion | adviserinfo.sec.gov |
| Applied Finance Advisors, LLC | San Antonio | 2 | $2.05 billion | $2.05 billion | adviserinfo.sec.gov |
| River Canyon Fund Management LLC | Dallas | 1 | $1.80 billion | $2.08 billion | adviserinfo.sec.gov |
| NXG Investment Management | Dallas | 3 | $1.71 billion | $1.75 billion | adviserinfo.sec.gov |
| U.S. Global Investors, Inc. | San Antonio | 10 | $1.65 billion | $1.67 billion | adviserinfo.sec.gov |
| Luther King Capital Management Corporation | Fort Worth | 7 | $1.38 billion | $31.50 billion | adviserinfo.sec.gov |
| Recurrent Investment Advisors LLC | Houston | 1 | $1.17 billion | $1.38 billion | adviserinfo.sec.gov |
| Eagle Global Advisors LLC | Houston | 5 | $631.2 million | $3.10 billion | adviserinfo.sec.gov |
| Hodges Capital Management Inc | Dallas | 4 | $595.6 million | $1.55 billion | adviserinfo.sec.gov |
| Pender Capital Management, LLC | Dallas | 1 | $586.4 million | $661.4 million | adviserinfo.sec.gov |
| Ycg, LLC | Austin | 1 | $557.1 million | $1.54 billion | adviserinfo.sec.gov |
| CAZ Investments Registered Adviser LLC | Houston | 1 | $540.6 million | $540.6 million | adviserinfo.sec.gov |
| Militia Investments, LLC | Austin | 1 | $483.7 million | $483.7 million | adviserinfo.sec.gov |
| Pickering Energy Partners LP | Houston | 1 | $468.8 million | $1.66 billion | adviserinfo.sec.gov |
| SLW Investment Management, LLC | Dallas | 2 | $464.2 million | $464.2 million | adviserinfo.sec.gov |
| Destiny Advisors LLC | Austin | 1 | $441.4 million | $441.4 million | adviserinfo.sec.gov |
| Bridge Capital Advisors | Houston | 1 | $350 million | $725.2 million | adviserinfo.sec.gov |
| Garcia Hamilton & Associates LP | Houston | 1 | $344.3 million | $24.86 billion | adviserinfo.sec.gov |
| Cypress Creek Partners | Austin | 4 | $271.1 million | $499.7 million | adviserinfo.sec.gov |
| Fisher Investments | Plano | 3 | $249.5 million | $386.67 billion | adviserinfo.sec.gov |
| Texas Capital Bank Private Wealth Advisors | Dallas | 1 | $239.9 million | $4.19 billion | adviserinfo.sec.gov |
| Broadmark Asset Management LLC | Dallas | 2 | $234.1 million | $238.4 million | adviserinfo.sec.gov |
| Impact Shares | Dallas | 3 | $210.4 million | $210.4 million | adviserinfo.sec.gov |
| Smart Money Group, LLC | Eastland | 1 | $197.4 million | $424.3 million | adviserinfo.sec.gov |
| Sage Advisory Services LTD Co | Austin | 2 | $178.7 million | $28.43 billion | adviserinfo.sec.gov |
| Brookmont Capital Management | Dallas | 2 | $177.9 million | $910.5 million | adviserinfo.sec.gov |
| Soundwatch Capital, LLC | Dallas | 1 | $164 million | $1.02 billion | adviserinfo.sec.gov |
| Ballast Asset Management | Dallas | 1 | $152.9 million | $220.7 million | adviserinfo.sec.gov |
| McElhenny Sheffield Capital Management, LLC | Dallas | 1 | $152.1 million | $663.2 million | adviserinfo.sec.gov |
| Kayne Anderson Capital Advisors, L.P. | Houston | 2 | $142.2 million | $14.29 billion | adviserinfo.sec.gov |
| Hoisington Investment Management Co | Austin | 1 | $129.3 million | $1.79 billion | adviserinfo.sec.gov |
| St. James Investment Company, LLC | Southlake | 1 | $122.5 million | $660.6 million | adviserinfo.sec.gov |
| Pabrai Wagons Advisors | West Lake Hills | 1 | $104 million | $104 million | adviserinfo.sec.gov |
| CAZ GP Stakes Adviser LLC | Houston | 1 | $99 million | $99 million | adviserinfo.sec.gov |
| SMH Capital Advisors LLC | Weatherford | 2 | $98.1 million | $503.1 million | adviserinfo.sec.gov |
| Abraham Trading Company | Canadian | 1 | $94.9 million | $94.9 million | adviserinfo.sec.gov |
| Ranger Investment Management,L.P. | Dallas | 4 | $91.5 million | $1.48 billion | adviserinfo.sec.gov |
| Oak Harvest Investment Services | Houston | 1 | $91.1 million | $1.14 billion | adviserinfo.sec.gov |
| Monex Asset Management, Inc. | Houston | 14 | $80.6 million | $650.9 million | adviserinfo.sec.gov |
| Nexannuity Asset Management, L.P. | Dallas | 1 | $66.4 million | $823.4 million | adviserinfo.sec.gov |
| Salient Advisors, L.P. | Dallas | 1 | $61.8 million | $61.8 million | adviserinfo.sec.gov |
| Fca Corp | Houston | 5 | $59 million | $623.1 million | adviserinfo.sec.gov |
| Ranger Alternative Management, L.P. | Dallas | 1 | $54.5 million | $54.5 million | adviserinfo.sec.gov |
| PMV Capital Advisers, LLC | Dallas | 1 | $53.8 million | $132 million | adviserinfo.sec.gov |
| Point Bridge Capital, LLC | Fort Worth | 2 | $48.3 million | $419.7 million | adviserinfo.sec.gov |
| Smith Group Asset Management, LLC | Dallas | 2 | $39.4 million | $1.41 billion | adviserinfo.sec.gov |
| Acruence Capital, LLC | Dallas | 1 | $37.4 million | $37.4 million | adviserinfo.sec.gov |
| Cultivar Capital, Inc. | Denton | 1 | $36.9 million | $375.1 million | adviserinfo.sec.gov |
| Lavaca Capital, LLC | Houston | 1 | $33.4 million | $927.1 million | adviserinfo.sec.gov |
| Sarmaya Partners, LLC | San Antonio | 1 | $33 million | $33 million | adviserinfo.sec.gov |
| Lynwood Price Capital Management LP | Austin | 1 | $30.1 million | $207.9 million | adviserinfo.sec.gov |
| Nexpoint Advisors, L.P. | Dallas | 1 | $29.7 million | $131.2 million | adviserinfo.sec.gov |
| Century Management Financial Advisors | Austin | 1 | $28.6 million | $679.5 million | adviserinfo.sec.gov |
| Live Oak Investment Partners | Austin | 10 | $24.1 million | $266.4 million | adviserinfo.sec.gov |
| Empiric Advisors, Inc. | Austin | 1 | $24 million | $64.7 million | adviserinfo.sec.gov |
| Meros Investment Management, LP | Dallas | 1 | $23.5 million | $321 million | adviserinfo.sec.gov |
| Chilton Capital Management LLC | Houston | 1 | $23.1 million | $3.23 billion | adviserinfo.sec.gov |
| Days Global Advisors | Houston | 1 | $19.7 million | $40 million | adviserinfo.sec.gov |
| GFS Advisors LLC | Houston | 2 | $19.3 million | $3.76 billion | adviserinfo.sec.gov |
| Team Financial Strategies | Abilene | 1 | $18.2 million | $262 million | adviserinfo.sec.gov |
| Parkway Advisors, L.P. | Abilene | 1 | $17.8 million | $4.13 billion | adviserinfo.sec.gov |
| Cargile Investment Management | Midland | 1 | $12.9 million | $394.6 million | adviserinfo.sec.gov |
| Sanjac Alpha LP | Houston | 2 | $9.6 million | $9.6 million | adviserinfo.sec.gov |
| Founder Etfs LLC | Dallas | 1 | $2.9 million | $2.9 million | adviserinfo.sec.gov |
| Birdrock Wealth | Austin | 2 | $2 million | $146.3 million | adviserinfo.sec.gov |
| Transce3nd LLC | Buda | 1 | $1.1 million | $418.9 million | adviserinfo.sec.gov |
| Fortuna Funds, LLC | Dallas | 1 | $915,035 | $915,035 | adviserinfo.sec.gov |
| Concorde Investment Management | Dallas | 1 | $664,990 | $376.2 million | adviserinfo.sec.gov |
| Hub Investment Partners, LLC | Austin | 1 | $628,021 | $11.88 billion | adviserinfo.sec.gov |
| Skylar Capital Management LP | Houston | 1 | $196,545 | $437.7 million | adviserinfo.sec.gov |
| Ascentis Independent Advisors, LLC | Dallas | 1 | $26,319 | $2.09 billion | adviserinfo.sec.gov |
| Solutions 4 Wealth | Southlake | 1 | $10,001 | $189.4 million | adviserinfo.sec.gov |
| Alka Partners, LLC | Farmers Branch | 1 | $2 | $2 | adviserinfo.sec.gov |
| Burke Wealth Management, LLC | Houston | 1 | Not listed | $95.2 million | adviserinfo.sec.gov |
| Family Dynasty Advisors LLC | Lubbock | 1 | Not listed | $52.3 million | adviserinfo.sec.gov |
| II Technology, LLC | Austin | 1 | Not listed | $40.5 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.