Data / Investment advisers / Serving other investment advisers / Texas
Investment advisers in Texas serving other investment advisers: 56 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
56 SEC registered investment advisers with a main office in Texas report other investment advisers among their clients in Form ADV item 5.D, and together they attribute $57.9 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is The Palisades Group, LLC.
The request: Every investment adviser in Texas that serves other investment advisers, 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.
- 56Advisers
- $57.9 billionAUM from this client type
- 51Advisers over $100 million
- November 2, 2026File date
Advisers in Texas serving other investment advisers
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 |
|---|
| The Palisades Group, LLC | Austin | Fewer than 5 | $26.17 billion | $27.78 billion | adviserinfo.sec.gov |
| Advisor Logistics, LLC | Boerne | 16 | $6.29 billion | $6.29 billion | adviserinfo.sec.gov |
| Fisher Investments | Plano | 11 | $5.24 billion | $386.67 billion | adviserinfo.sec.gov |
| Kestra Investment Management, LLC. | Austin | 4 | $4.31 billion | $4.31 billion | adviserinfo.sec.gov |
| Paradigm Global Investors | Dallas | Fewer than 5 | $2.84 billion | $3.03 billion | adviserinfo.sec.gov |
| Luther King Capital Management Corporation | Fort Worth | 486 | $2.65 billion | $31.50 billion | adviserinfo.sec.gov |
| HBK Capital Management | Dallas | Fewer than 5 | $1.43 billion | $35.61 billion | adviserinfo.sec.gov |
| Barrow Hanley Global Investors | Dallas | 1 | $1.37 billion | $59.04 billion | adviserinfo.sec.gov |
| Vaughan Nelson Investment Management, L.P. | Houston | 9 | $1.12 billion | $12.24 billion | adviserinfo.sec.gov |
| Soundwatch Capital, LLC | Dallas | Fewer than 5 | $857 million | $1.02 billion | adviserinfo.sec.gov |
| Lear Investment Management | Dallas | 9 | $846.2 million | $1.24 billion | adviserinfo.sec.gov |
| United Capital Financial Advisors | Irving | 5 | $668.9 million | $24.65 billion | adviserinfo.sec.gov |
| Valinor Wealth Management | Plano | Fewer than 5 | $652.6 million | $678.3 million | adviserinfo.sec.gov |
| NB Alternatives Advisers LLC | Dallas | 4 | $466 million | $160.24 billion | adviserinfo.sec.gov |
| Lavaca Capital, LLC | Houston | 8 | $431.2 million | $927.1 million | adviserinfo.sec.gov |
| Garcia Hamilton & Associates LP | Houston | 8 | $416.4 million | $24.86 billion | adviserinfo.sec.gov |
| St. James Investment Company, LLC | Southlake | 17 | $387.6 million | $660.6 million | adviserinfo.sec.gov |
| Summit House Capital Management, LLC | Dallas | Fewer than 5 | $326.9 million | $518.7 million | adviserinfo.sec.gov |
| Cap Six Advisors | Houston | 1 | $278.6 million | $340.8 million | adviserinfo.sec.gov |
| Maverick Capital LTD | Dallas | 1 | $196.2 million | $15.85 billion | adviserinfo.sec.gov |
| Crestline Management, L.P. | Fort Worth | Fewer than 5 | $131.8 million | $22.51 billion | adviserinfo.sec.gov |
| Summa Corp. | The Woodlands | 1 | $125.7 million | $1.59 billion | adviserinfo.sec.gov |
| Roosevelt Capital Management LLC | Dallas | 8 | $97.6 million | $1.37 billion | adviserinfo.sec.gov |
| Eldred Rock Partners, LLC | San Antonio | 8 | $79.6 million | $644.1 million | adviserinfo.sec.gov |
| Castleview Partners, LLC | Dallas | 2 | $79.1 million | $416.9 million | adviserinfo.sec.gov |
| BWCP, LP | Dallas | Fewer than 5 | $61.7 million | $1.23 billion | adviserinfo.sec.gov |
| PMV Capital Advisers, LLC | Dallas | Fewer than 5 | $53.7 million | $132 million | adviserinfo.sec.gov |
| Palogic Value Management, L.P. | Dallas | 1 | $46.8 million | $405.5 million | adviserinfo.sec.gov |
| RIA Advisors | Houston | 113 | $45.8 million | $1.84 billion | adviserinfo.sec.gov |
| EQ Wealth Advisors | Dallas | 6 | $29 million | $617 million | adviserinfo.sec.gov |
| Brasada Capital Management, LP | Houston | Fewer than 5 | $26.8 million | $679.1 million | adviserinfo.sec.gov |
| Sycamore Tree Capital Partners, L.P. | Dallas | 1 | $25.4 million | $3.54 billion | adviserinfo.sec.gov |
| Capital Ideas | Dallas | Fewer than 5 | $22.5 million | $336.2 million | adviserinfo.sec.gov |
| Days Global Advisors | Houston | 1 | $20.3 million | $40 million | adviserinfo.sec.gov |
| Robertson Investment Management | Houston | 1 | $17.8 million | $534.1 million | adviserinfo.sec.gov |
| Save Advisers LLC | Houston | 287 | $14.3 million | $15.5 million | adviserinfo.sec.gov |
| Oxbow Advisors, LLC | Austin | 1 | $7.2 million | $2.46 billion | adviserinfo.sec.gov |
| Diamond Client Group, LLC | The Woodlands | 19 | $6.2 million | $185.8 million | adviserinfo.sec.gov |
| Titan Retirement Advisors LLC | Fulshear | 2 | $6 million | $531 million | adviserinfo.sec.gov |
| Ranger Investment Management,L.P. | Dallas | Fewer than 5 | $5.1 million | $1.48 billion | adviserinfo.sec.gov |
| ARK Wealth Management | Austin | 1 | $4.9 million | $216 million | adviserinfo.sec.gov |
| Turner Capital Investments, LLC | Austin | 2 | $4.3 million | $107.2 million | adviserinfo.sec.gov |
| Awm Financial Services Inc. | The Woodlands | 4 | $3.5 million | $320.6 million | adviserinfo.sec.gov |
| Doliver Advisors, L.P. | Houston | 1 | $2.9 million | $718.4 million | adviserinfo.sec.gov |
| The Watchman Group, Inc. | Plano | 2 | $2.7 million | $639.7 million | adviserinfo.sec.gov |
| Snowcap Capital Management | Dallas | Fewer than 5 | $1.9 million | $238.9 million | adviserinfo.sec.gov |
| Fulcrum Wealth Management | Plano | 1 | $1.1 million | $192.8 million | adviserinfo.sec.gov |
| Kercheville Advisors LLC | San Antonio | 1 | $992,480 | $554.7 million | adviserinfo.sec.gov |
| Solutions 4 Wealth | Southlake | 6 | $782,826 | $189.4 million | adviserinfo.sec.gov |
| Clear Sky Financial, LP | Prosper | 1 | $102,752 | $140.6 million | adviserinfo.sec.gov |
| Camden Wealth Advisors LLC | Houston | Fewer than 5 | $20,820 | $366.3 million | adviserinfo.sec.gov |
| Live Oak Investment Partners | Austin | 1 | $911 | $266.4 million | adviserinfo.sec.gov |
| Kensington Asset Management, LLC | Austin | 20 | Not listed | $2.56 billion | adviserinfo.sec.gov |
| II Technology, LLC | Austin | 2 | Not listed | $40.5 million | adviserinfo.sec.gov |
| Burke Wealth Management, LLC | Houston | 1 | Not listed | $95.2 million | adviserinfo.sec.gov |
| L & B Realty Advisors, LLP | Dallas | 1 | 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.