Data / Investment advisers / Serving pension and profit sharing plans / Texas

Investment advisers in Texas serving pension and profit sharing plans: 256 firms

Name: Investment advisers in Texas serving pension and profit sharing plans: Form ADV data
Creator: SpecStream
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256 SEC registered investment advisers with a main office in Texas report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $138 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.

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256Advisers
$138 billionAUM from this client type
250Advisers over $100 million
November 2, 2026File date

Advisers in Texas serving pension and profit sharing plans

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	48	$22.94 billion	$160.24 billion	adviserinfo.sec.gov
Precision Fiduciary Partners, LLC	Austin	4,045	$20.21 billion	$24.08 billion	adviserinfo.sec.gov
American Beacon Advisors, Inc.	Irving	2	$14.36 billion	$59.93 billion	adviserinfo.sec.gov
Barrow Hanley Global Investors	Dallas	41	$7.78 billion	$59.04 billion	adviserinfo.sec.gov
Sage Advisory Services LTD Co	Austin	238	$7.29 billion	$28.43 billion	adviserinfo.sec.gov
Fisher\Smb	Carrollton	1,839	$6.75 billion	$6.85 billion	adviserinfo.sec.gov
Fisher Investments	Plano	73	$6.50 billion	$386.67 billion	adviserinfo.sec.gov
Kestra Advisory Services, LLC	Austin	785	$6.34 billion	$79.80 billion	adviserinfo.sec.gov
Victory Capital Management Inc.	San Antonio	85	$6.18 billion	$282.71 billion	adviserinfo.sec.gov
Garcia Hamilton & Associates LP	Houston	28	$5.58 billion	$24.86 billion	adviserinfo.sec.gov
Crestline Management, L.P.	Fort Worth	9	$4.84 billion	$22.51 billion	adviserinfo.sec.gov
Three Bell Capital LLC	Dallas	179	$2.95 billion	$5.05 billion	adviserinfo.sec.gov
Dimensional Fund Advisors LP	Austin	17	$2.54 billion	$1.02 trillion	adviserinfo.sec.gov
Level Four Advisory Services	Dallas	537	$1.44 billion	$6.54 billion	adviserinfo.sec.gov
Prospera Financial Services, Inc.	Dallas	389	$1.41 billion	$14.39 billion	adviserinfo.sec.gov
Hub Investment Partners, LLC	Austin	127	$1.21 billion	$11.88 billion	adviserinfo.sec.gov
United Capital Financial Advisors	Irving	223	$1.16 billion	$24.65 billion	adviserinfo.sec.gov
Westwood Management Corp	Dallas	10	$1.14 billion	$12.46 billion	adviserinfo.sec.gov
Balefire, LLC	Dallas	94	$873.5 million	$1.99 billion	adviserinfo.sec.gov
Swift Creek Partners	Dallas	3	$833 million	$1.74 billion	adviserinfo.sec.gov
Vaughan Nelson Investment Management, L.P.	Houston	19	$743.1 million	$12.24 billion	adviserinfo.sec.gov
Isc Advisors, Inc.	Dallas	79	$687.3 million	$1.62 billion	adviserinfo.sec.gov
Luther King Capital Management Corporation	Fort Worth	38	$657.9 million	$31.50 billion	adviserinfo.sec.gov
Commerce Street Investment Management	Dallas	47	$590.7 million	$891.3 million	adviserinfo.sec.gov
Sarofim Realty Advisors LLC	Houston	1	$501.8 million	$1.16 billion	adviserinfo.sec.gov
Warwick Partners	Bryan	Fewer than 5	$490.1 million	$2.48 billion	adviserinfo.sec.gov
Oakstreet Wealth Management, Inc.	Magnolia	58	$482 million	$482 million	adviserinfo.sec.gov
Orei Advisors LP	Austin	Fewer than 5	$463.3 million	$2.18 billion	adviserinfo.sec.gov
Moss, Luse & Womble, LLC	Plano	399	$350.6 million	$803.2 million	adviserinfo.sec.gov
SMH Capital Advisors LLC	Weatherford	Fewer than 5	$349.7 million	$503.1 million	adviserinfo.sec.gov
Fayez Sarofim & Co.	Houston	10	$345.3 million	$35.07 billion	adviserinfo.sec.gov
Disciplined Investors, L.L.C.	Waco	48	$336.3 million	$941.6 million	adviserinfo.sec.gov
RPS Retirement Plan Advisors	Austin	31	$336.3 million	$336.3 million	adviserinfo.sec.gov
Crossmark Wealth Management, LLC	Houston	22	$330.7 million	$1.19 billion	adviserinfo.sec.gov
Crossmark Global Investments, Inc.	Houston	26	$330 million	$8.98 billion	adviserinfo.sec.gov
Bluespring Wealth Management, LLC	Austin	72	$325 million	$7.82 billion	adviserinfo.sec.gov
Hoisington Investment Management Co	Austin	Fewer than 5	$321.2 million	$1.79 billion	adviserinfo.sec.gov
RCP Advisors 2, LLC	Dallas	Fewer than 5	$320 million	$18.21 billion	adviserinfo.sec.gov
Lehrer Financial & Economic Advisory Services	Houston	9	$286.3 million	$286.3 million	adviserinfo.sec.gov
Crow Holdings Capital	Dallas	Fewer than 5	$280.9 million	$14.45 billion	adviserinfo.sec.gov
Meros Investment Management, LP	Dallas	2	$279.5 million	$321 million	adviserinfo.sec.gov
Planguide Financial	Southlake	10	$277.3 million	$277.3 million	adviserinfo.sec.gov
Cfo4life	Coppell	46	$260.7 million	$1.94 billion	adviserinfo.sec.gov
Ascension Capital Advisors, Inc.	Houston	27	$248.4 million	$938.5 million	adviserinfo.sec.gov
Waterloo Capital	Austin	188	$226.1 million	$2.26 billion	adviserinfo.sec.gov
Titan Retirement Advisors LLC	Fulshear	139	$190 million	$531 million	adviserinfo.sec.gov
Calderwood Financial Strategies, Inc.	Houston	23	$180.2 million	$228.5 million	adviserinfo.sec.gov
Sarofim Trust Co	Houston	1	$179.7 million	$12.96 billion	adviserinfo.sec.gov
Eldred Rock Partners, LLC	San Antonio	1	$174.3 million	$644.1 million	adviserinfo.sec.gov
Focus 401 (K) Group, LLC	Addison	27	$169.9 million	$169.9 million	adviserinfo.sec.gov
Linscomb Wealth, Inc.	Houston	17	$152 million	$5.21 billion	adviserinfo.sec.gov
Retirement Advisors, LLC	Dallas	15	$150.5 million	$186.4 million	adviserinfo.sec.gov
Smith Group Asset Management, LLC	Dallas	5	$137.2 million	$1.41 billion	adviserinfo.sec.gov
Austin Money Management Corporation	Austin	11	$137 million	$296.1 million	adviserinfo.sec.gov
Webs Creek Capital Management LP	Dallas	Fewer than 5	$131.1 million	$1.25 billion	adviserinfo.sec.gov
Schulz Wealth, LTD.	Mansfield	6	$126.5 million	$438.1 million	adviserinfo.sec.gov
Wpwealth LLP	Fort Worth	59	$121.7 million	$1.17 billion	adviserinfo.sec.gov
Advisor Resource Council	Dallas	72	$113.9 million	$3.49 billion	adviserinfo.sec.gov
Tectonic Advisors LLC	Frisco	137	$111.7 million	$5.14 billion	adviserinfo.sec.gov
Eagle Global Advisors LLC	Houston	6	$103.4 million	$3.10 billion	adviserinfo.sec.gov
Portfolio Advisory Council,L.L.C.	Houston	17	$100.6 million	$494.9 million	adviserinfo.sec.gov
Probity Advisors, Inc.	Dallas	14	$91.4 million	$859.4 million	adviserinfo.sec.gov
Rhodes Investment Advisors, Inc.	Fort Worth	16	$83.6 million	$419.2 million	adviserinfo.sec.gov
FMP Wealth Advisers	Austin	15	$82.4 million	$1.34 billion	adviserinfo.sec.gov
Parkway Advisors, L.P.	Abilene	3	$81 million	$4.13 billion	adviserinfo.sec.gov
Century Management Financial Advisors	Austin	10	$79.4 million	$679.5 million	adviserinfo.sec.gov
Yacktman Asset Management LP	Austin	1	$78.2 million	$11.71 billion	adviserinfo.sec.gov
Avidian Wealth Solutions	Houston	12	$73.4 million	$4.76 billion	adviserinfo.sec.gov
Trinity Portfolio Advisors, LLC	Southlake	82	$70.6 million	$530.5 million	adviserinfo.sec.gov
RTW Financial Advisors Inc	Dallas	2	$69.3 million	$581 million	adviserinfo.sec.gov
Ballast Asset Management	Dallas	Fewer than 5	$67.8 million	$220.7 million	adviserinfo.sec.gov
Lauterbach Financial Advisors, LLC	El Paso	18	$67.3 million	$700.3 million	adviserinfo.sec.gov
M. E. Allison & Co., Inc.	San Antonio	16	$63.7 million	$366.4 million	adviserinfo.sec.gov
Davidson Capital Management, Inc	Corpus Christi	6	$59.2 million	$630.3 million	adviserinfo.sec.gov
M.C. Byrd Wealth Management, LLC	Bellville	19	$56 million	$294.2 million	adviserinfo.sec.gov
J.E. Simmons & Co., P.C.	Dallas	21	$51.2 million	$213.1 million	adviserinfo.sec.gov
Optimum Quantvest Corporation	Dallas	2	$49.5 million	$695.1 million	adviserinfo.sec.gov
Mills Wealth Advisors, LLC	Southlake	16	$48.3 million	$548.7 million	adviserinfo.sec.gov
Paragon Financial Advisors	College Station	14	$47.2 million	$1.05 billion	adviserinfo.sec.gov
Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services	Arlington	7	$46.4 million	$909.3 million	adviserinfo.sec.gov
Apeiron	Dallas	6	$45 million	$852 million	adviserinfo.sec.gov
Styre Wealth	Fort Worth	6	$44.8 million	$250.8 million	adviserinfo.sec.gov
Robert Harrell, Incorporated	Austin	1	$44.6 million	$885.3 million	adviserinfo.sec.gov
Beaird Harris	Dallas	7	$44.6 million	$2.27 billion	adviserinfo.sec.gov
Ranger Investment Management,L.P.	Dallas	Fewer than 5	$44.1 million	$1.48 billion	adviserinfo.sec.gov
WJ Interests, LLC	Sugar Land	3	$41.5 million	$633.5 million	adviserinfo.sec.gov
Sather Financial Group, Inc.	Victoria	10	$41.1 million	$2.27 billion	adviserinfo.sec.gov
Guided Capital Wealth Management, LLC	Houston	9	$40.7 million	$249.2 million	adviserinfo.sec.gov
Adell Harriman & Carpenter	Houston	20	$39.9 million	$2.09 billion	adviserinfo.sec.gov
Centric Advisors, LLC	Cypress	30	$38.4 million	$211.3 million	adviserinfo.sec.gov
TRB Wealth Management, LLC	Houston	22	$38.1 million	$3.74 billion	adviserinfo.sec.gov
SSB&T Wealth Management, LLC	Fredericksburg	1	$35.5 million	$445.1 million	adviserinfo.sec.gov
Manske Wealth Management, LLC	Houston	22	$35 million	$707.3 million	adviserinfo.sec.gov
Grace Capital Management, LLC	Austin	Fewer than 5	$34.9 million	$108.7 million	adviserinfo.sec.gov
Level Four Capital Management	Dallas	96	$34.3 million	$1.38 billion	adviserinfo.sec.gov
Perryman Financial Advisory, Inc.	Dallas	16	$33.1 million	$1.02 billion	adviserinfo.sec.gov
DFS Advisory	Denton	25	$32 million	$156 million	adviserinfo.sec.gov
Austin Wealth Management, LLC	Austin	47	$31.9 million	$1.08 billion	adviserinfo.sec.gov
GFN Capital Management	Richardson	54	$31.2 million	$120.1 million	adviserinfo.sec.gov
Cresta Advisors	Laredo	19	$31 million	$786 million	adviserinfo.sec.gov
Lee Financial Company, LLC	Dallas	11	$30.1 million	$1.68 billion	adviserinfo.sec.gov
Tanglewood Legacy Advisors, LLC	Houston	Fewer than 5	$29.5 million	$809 million	adviserinfo.sec.gov
Americana Partners, LLC	Houston	56	$28.4 million	$9.10 billion	adviserinfo.sec.gov
Academy Capital Management	Waco	12	$27.4 million	$1.16 billion	adviserinfo.sec.gov
Pickering Energy Partners LP	Houston	2	$26.8 million	$1.66 billion	adviserinfo.sec.gov
Hourglass Capital, LLC	Houston	5	$26.6 million	$768.9 million	adviserinfo.sec.gov
Strategic Financial Concepts, LLC	San Antonio	23	$24.9 million	$927.7 million	adviserinfo.sec.gov
Oakwell Private Wealth Management	Austin	21	$24.9 million	$668.1 million	adviserinfo.sec.gov
Doliver Advisors, L.P.	Houston	3	$23.1 million	$718.4 million	adviserinfo.sec.gov
Kayne Anderson Capital Advisors, L.P.	Houston	2	$23 million	$14.29 billion	adviserinfo.sec.gov
TNT Asset Management, LLC	Round Rock	15	$22.5 million	$174.9 million	adviserinfo.sec.gov
Core Capital Management and Research Inc.	Houston	6	$21.7 million	$298.8 million	adviserinfo.sec.gov
Thirteen Twenty-Two Advisors	Fort Worth	14	$21.5 million	$163.5 million	adviserinfo.sec.gov
Double Eagle Wealth Management LLC	Dallas	4	$21.2 million	$108.6 million	adviserinfo.sec.gov
Penn Davis McFarland Inc	Dallas	Fewer than 5	$20.3 million	$1.36 billion	adviserinfo.sec.gov
Hilltop Securities Inc.	Dallas	7	$19.2 million	$2.51 billion	adviserinfo.sec.gov
Wisdom Index Advisors	Prosper	10	$18 million	$221.3 million	adviserinfo.sec.gov
Segment Wealth Management, LLC	Houston	7	$17.9 million	$2.07 billion	adviserinfo.sec.gov
A Sling & a Stone, Incorporated	Burnet	3	$17.7 million	$102.1 million	adviserinfo.sec.gov
Branson Fowlkes & Co Inc	Houston	5	$17.5 million	$439.4 million	adviserinfo.sec.gov
Symmetry Capital Advisors LLC	Dallas	2	$17.2 million	$492.7 million	adviserinfo.sec.gov
Lifestyle Wealth	Friendswood	6	$15.8 million	$571.2 million	adviserinfo.sec.gov
Kestra Private Wealth Services, LLC	Austin	15	$15.5 million	$13.45 billion	adviserinfo.sec.gov
Heritage Retirement Advisors, LLC	Colleyville	Fewer than 5	$14.6 million	$351.1 million	adviserinfo.sec.gov
Corda Investment Management, LLC	Houston	3	$14.6 million	$2.00 billion	adviserinfo.sec.gov
TKC Wealth Management LLC	Dallas	2	$14.2 million	$138.6 million	adviserinfo.sec.gov
Allred Harris Wealth Management.	Dallas	6	$14.2 million	$493.4 million	adviserinfo.sec.gov
Team Financial Strategies	Abilene	Fewer than 5	$14.1 million	$262 million	adviserinfo.sec.gov
Meristead Wealth, LLC	Westlake	11	$14.1 million	$1.29 billion	adviserinfo.sec.gov
Oxbow Advisors, LLC	Austin	3	$13.6 million	$2.46 billion	adviserinfo.sec.gov
Redemption Capital	Midland	3	$13.6 million	$237.3 million	adviserinfo.sec.gov
Hodges Capital Management Inc	Dallas	9	$13.6 million	$1.55 billion	adviserinfo.sec.gov
Crescent Advisor Group, Inc.	Plano	Fewer than 5	$13.5 million	$344.4 million	adviserinfo.sec.gov
Stone Oak Wealth Management, LLC	San Antonio	22	$13.3 million	$355.6 million	adviserinfo.sec.gov
Ascentis Independent Advisors, LLC	Dallas	44	$13.2 million	$2.09 billion	adviserinfo.sec.gov
Brazos Wealth Advisors LLC	Fort Worth	9	$13 million	$183.7 million	adviserinfo.sec.gov
Camden Wealth Advisors LLC	Houston	6	$12.9 million	$366.3 million	adviserinfo.sec.gov
Capital Ideas	Dallas	Fewer than 5	$12 million	$336.2 million	adviserinfo.sec.gov
Greenbelt Investment Advisors, LLC	Round Rock	8	$11.8 million	$167 million	adviserinfo.sec.gov
RIA Advisors	Houston	18	$11.6 million	$1.84 billion	adviserinfo.sec.gov
Ackerman Capital Management	Dallas	10	$11.5 million	$604 million	adviserinfo.sec.gov
Momentum Independent Network Inc.	Dallas	21	$11.1 million	$1.61 billion	adviserinfo.sec.gov
Atlasmark Financial, Inc.	Austin	8	$11 million	$228.6 million	adviserinfo.sec.gov
Stuart Investment Advisors, Inc.	Austin	Fewer than 5	$11 million	$630.5 million	adviserinfo.sec.gov
Vaquero Private Wealth, LTD.	Dallas	5	$11 million	$928.9 million	adviserinfo.sec.gov
Everkey Financial LLC	Katy	Fewer than 5	$10.6 million	$10.6 million	adviserinfo.sec.gov
Roserock Wealth Management, LLC	Dallas	Fewer than 5	$10.5 million	$275 million	adviserinfo.sec.gov
Clare Market Investments, LLC	Dallas	3	$10.2 million	$635.2 million	adviserinfo.sec.gov
Imperium Wealth Management, LLC	San Antonio	8	$9.8 million	$264.6 million	adviserinfo.sec.gov
Boyce & Associates Wealth Consulting, Inc.	Cedar Park	3	$9.6 million	$244.6 million	adviserinfo.sec.gov
Fortune Wealth Management, LLC	Dallas	2	$9.3 million	$396.3 million	adviserinfo.sec.gov
Tevis Investment Management, LLC	Plano	280	$9.2 million	$234.8 million	adviserinfo.sec.gov
Generational Wealth Advisors	Richardson	3	$9.1 million	$568.8 million	adviserinfo.sec.gov
Pingora Partners LLC	Dallas	1	$9 million	$199.4 million	adviserinfo.sec.gov
Founder Family Financial, LLC	Austin	2	$8.9 million	$321 million	adviserinfo.sec.gov
CFM Wealth Partners LLC	Austin	Fewer than 5	$8.5 million	$885.8 million	adviserinfo.sec.gov
Post Oak Private Wealth Advisors	Houston	1	$8.3 million	$390.9 million	adviserinfo.sec.gov
Founders Capital Management Inc	Houston	Fewer than 5	$8.2 million	$281.8 million	adviserinfo.sec.gov
Kercheville Advisors LLC	San Antonio	5	$8.1 million	$554.7 million	adviserinfo.sec.gov
Annandale Capital, LLC	Dallas	2	$7.9 million	$1.55 billion	adviserinfo.sec.gov
Bland Garvey Wealth Advisors, LLC	Richardson	8	$7.7 million	$241.2 million	adviserinfo.sec.gov
McGowan Group Asset Management, Inc.	Dallas	2	$7.6 million	$1.08 billion	adviserinfo.sec.gov
NXG Investment Management	Dallas	1	$7.4 million	$1.75 billion	adviserinfo.sec.gov
ARK Wealth Management	Austin	12	$7.4 million	$216 million	adviserinfo.sec.gov
Keller Wealth Advisors	Victoria	4	$7.3 million	$923.1 million	adviserinfo.sec.gov
Sovereign Wealth Advisors LLC	Houston	3	$7.1 million	$625.1 million	adviserinfo.sec.gov
49 Financial	Austin	1	$6.9 million	$1.40 billion	adviserinfo.sec.gov
The Goff Financial Group	Houston	2	$6.9 million	$674.4 million	adviserinfo.sec.gov
Dean, Jacobson Financial Services	Fort Worth	7	$6.8 million	$519.4 million	adviserinfo.sec.gov
Root Financial Partners	Austin	6	$6.7 million	$2.15 billion	adviserinfo.sec.gov
Integrated Advisors Network LLC	Dallas	33	$6.5 million	$5.52 billion	adviserinfo.sec.gov
Bentoak Capital	Weatherford	2	$6.5 million	$969.8 million	adviserinfo.sec.gov
Henry Bragg & Co.	Houston	Fewer than 5	$6.3 million	$468.7 million	adviserinfo.sec.gov
Atx Financial Planning, LLC	Austin	1	$6.3 million	$174.3 million	adviserinfo.sec.gov
Granite Harbor Advisors, Inc.	Houston	5	$6.3 million	$642.1 million	adviserinfo.sec.gov
Sendero Wealth Management, LLC	San Antonio	3	$6.3 million	$6.51 billion	adviserinfo.sec.gov
CMG Wealth Management	Plano	1	$6.2 million	$379.4 million	adviserinfo.sec.gov
Enzi Wealth	Austin	3	$6.2 million	$450.9 million	adviserinfo.sec.gov
Halcyon Global Advisors	Dallas	3	$6 million	$221.3 million	adviserinfo.sec.gov
Optas, LLC	Dripping Springs	Fewer than 5	$5.9 million	$881.9 million	adviserinfo.sec.gov
Fluent Financial, LLC	Dallas	9	$5.9 million	$329.7 million	adviserinfo.sec.gov
Integrity Advisory Solutions	Dallas	17	$5.7 million	$1.10 billion	adviserinfo.sec.gov
Westwood Wealth Management	Dallas	40	$5.6 million	$749.5 million	adviserinfo.sec.gov
Holt Capital Partners, L.P.	Fort Worth	1	$5.4 million	$1.09 billion	adviserinfo.sec.gov
Transce3nd LLC	Buda	24	$5.3 million	$418.9 million	adviserinfo.sec.gov
Legacy Consulting Group	Plano	1	$5.1 million	$378.6 million	adviserinfo.sec.gov
Intrua Financial	Houston	2	$5 million	$1.75 billion	adviserinfo.sec.gov
Miller Global Investments, L.L.C.	Dallas	1	$4.9 million	$199.4 million	adviserinfo.sec.gov
Centennial Advisors, LLC	Austin	10	$4.8 million	$237.3 million	adviserinfo.sec.gov
Sage Wealth Planning	Georgetown	Fewer than 5	$4.1 million	$127 million	adviserinfo.sec.gov
Redwood Family Wealth LLC	Plano	7	$3.9 million	$258.5 million	adviserinfo.sec.gov
Cam Investor Solutions	Austin	5	$3.9 million	$155.4 million	adviserinfo.sec.gov
Capstar Financial Services LLC	Austin	1	$3.7 million	$207.8 million	adviserinfo.sec.gov
Paratus Financial, Inc.	Dallas	1	$3.5 million	$757.4 million	adviserinfo.sec.gov
Schlegel Dunn LLC	Plano	Fewer than 5	$3.4 million	$279.1 million	adviserinfo.sec.gov
Ascentis Wealth Management, LLC	Dallas	5	$3.4 million	$595.7 million	adviserinfo.sec.gov
Burford Brothers, Inc.	Dallas	3	$3.4 million	$440.2 million	adviserinfo.sec.gov
Best Invest	San Antonio	3	$3.3 million	$296.4 million	adviserinfo.sec.gov
LGT Financial Advisors LLC	Dallas	8	$3.2 million	$456.1 million	adviserinfo.sec.gov
Lucien Stirling & Gray Advisory Group Inc	Austin	1	$2.9 million	$146.6 million	adviserinfo.sec.gov
First Command Advisory Services	Fort Worth	4	$2.9 million	$24.43 billion	adviserinfo.sec.gov
Saxon Financial Group	Houston	Fewer than 5	$2.8 million	$679.1 million	adviserinfo.sec.gov
Cultivar Capital, Inc.	Denton	6	$2.5 million	$375.1 million	adviserinfo.sec.gov
The Clarus Group	Houston	Fewer than 5	$2.5 million	$1.10 billion	adviserinfo.sec.gov
Wela Financial Advisory	San Antonio	4	$2.5 million	$657.1 million	adviserinfo.sec.gov
Stonecrest Advisors, Inc.	Austin	1	$2.4 million	$398.8 million	adviserinfo.sec.gov
Tsa Wealth Management	Houston	Fewer than 5	$2.4 million	$358.8 million	adviserinfo.sec.gov
Quadcap Wealth Management, LLC	Frisco	Fewer than 5	$2.3 million	$1.34 billion	adviserinfo.sec.gov
Green & Deckert LLC	Lubbock	1	$2.2 million	$132.8 million	adviserinfo.sec.gov
Leder Fiduciary Capital LLC	Bellaire	1	$2.2 million	$120.6 million	adviserinfo.sec.gov
Floyd Capital Management	Texarkana	8	$2.1 million	$213.5 million	adviserinfo.sec.gov
Awaken Wealth Partners LLC	Houston	1	$2.1 million	$237.3 million	adviserinfo.sec.gov
Rogers Wealth Group, Inc.	Fort Worth	2	$2.1 million	$1.04 billion	adviserinfo.sec.gov
Corus Family Wealth Advisors, Inc.	McKinney	Fewer than 5	$2.1 million	$619.5 million	adviserinfo.sec.gov
Strata Wealth Advisors, LLC	Dallas	Fewer than 5	$2 million	$886.1 million	adviserinfo.sec.gov
Beaumont Asset Management, LLC	Beaumont	1	$1.9 million	$365.2 million	adviserinfo.sec.gov
Verus Financial Group	Sugar Land	1	$1.8 million	$158.7 million	adviserinfo.sec.gov
St. James Investment Company, LLC	Southlake	1	$1.8 million	$660.6 million	adviserinfo.sec.gov
Teamwork Financial Advisors, LLC	San Antonio	2	$1.7 million	$1.01 billion	adviserinfo.sec.gov
Tanglewood Total Wealth Management, Inc.	Houston	Fewer than 5	$1.7 million	$1.59 billion	adviserinfo.sec.gov
Pabrai Investment Funds	West Lake Hills	Fewer than 5	$1.7 million	$936.3 million	adviserinfo.sec.gov
Planning Works Advisory, Inc.	Austin	Fewer than 5	$1.5 million	$199.8 million	adviserinfo.sec.gov
Certified Financial Strategies Corporation	Dallas	1	$1.4 million	$144.4 million	adviserinfo.sec.gov
Birdrock Wealth	Austin	1	$1.4 million	$146.3 million	adviserinfo.sec.gov
TFR Capital	Plano	3	$1.4 million	$403.1 million	adviserinfo.sec.gov
Strategic Wealth Planning	Richardson	Fewer than 5	$1.3 million	$208.6 million	adviserinfo.sec.gov
Charis Legacy Partners	Bryan	1	$1.3 million	$132.7 million	adviserinfo.sec.gov
Halbert Wealth Management, Inc	Austin	1	$1.1 million	$211.2 million	adviserinfo.sec.gov
Family Dynasty Advisors LLC	Lubbock	10	$1.1 million	$52.3 million	adviserinfo.sec.gov
Authentikos Wealth Advisory LLC	New Braunfels	7	$1 million	$184.1 million	adviserinfo.sec.gov
TLWM Financial	San Antonio	1	$1 million	$605.4 million	adviserinfo.sec.gov
Carroll Advisory Group	Texarkana	5	$851,736	$341.1 million	adviserinfo.sec.gov
Moffatt Financial Strategies	Fort Worth	3	$821,110	$117.1 million	adviserinfo.sec.gov
Stegent Equity Advisors Inc.	Houston	Fewer than 5	$700,589	$243.7 million	adviserinfo.sec.gov
Haven Wealth Group	Houston	4	$684,973	$514.8 million	adviserinfo.sec.gov
Symphony Financial, LTD. Co.	Houston	Fewer than 5	$660,303	$1.35 billion	adviserinfo.sec.gov
Storehouse Financial LLC	Fort Worth	4	$546,938	$240.4 million	adviserinfo.sec.gov
Alteris Capital Partners, LLC	Houston	Fewer than 5	$520,795	$139.5 million	adviserinfo.sec.gov
Parkway Wealth Management Group, LLC	Plano	Fewer than 5	$359,582	$1.22 billion	adviserinfo.sec.gov
Endurance Financial Planning, LLC	McAllen	2	$266,887	$101.8 million	adviserinfo.sec.gov
Dovetail Wealth Management, LLC	Taylor	Fewer than 5	$251,071	$333.1 million	adviserinfo.sec.gov
Broadway Wealth Solutions	San Antonio	1	$178,632	$308.1 million	adviserinfo.sec.gov
Assetbuilder, Inc.	Allen	1	$143,140	$812.7 million	adviserinfo.sec.gov
SFMG Wealth Advisors	Plano	1	$142,786	$2.96 billion	adviserinfo.sec.gov
Arkos Global Advisors, LLC	Houston	1	$116,019	$1.15 billion	adviserinfo.sec.gov
Worth Asset Management	Dallas	4	$64,230	$288.2 million	adviserinfo.sec.gov
Orser Capital Management LLC	Southlake	Fewer than 5	$19,461	$289.8 million	adviserinfo.sec.gov
Integrated Wealth Strategies, LLC	Austin	2	$281	$151.7 million	adviserinfo.sec.gov
Optima Asset Management Inc	Dallas	Fewer than 5	$71	$657.4 million	adviserinfo.sec.gov
SWBC Investment Advisory Services LLC	Austin	2,111	Not listed	Not listed	adviserinfo.sec.gov
Boon Investment Group, Inc.	Austin	100	Not listed	Not listed	adviserinfo.sec.gov
Higginbotham Retirement Advisors, Inc.	Houston	58	Not listed	Not listed	adviserinfo.sec.gov
Purewater Capital, LLC	Fort Worth	5	Not listed	$149.5 million	adviserinfo.sec.gov
L & B Realty Advisors, LLP	Dallas	3	Not listed	$218,557	adviserinfo.sec.gov
Schlindwein Associates LLC	Dallas	1	Not listed	$167.1 million	adviserinfo.sec.gov
Terraform Wealth, LLC	Houston	1	Not listed	$207.5 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.