Data / Investment advisers / Texas
Investment advisers in Texas: 1,337 firms, $4.5 trillion in AUM
1,337 investment advisers have their main office in Texas: 1,084 SEC registered and 253 exempt reporting. The registered advisers report $4.5 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Dimensional Fund Advisors LP with $1 trillion.
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.
Get advisers in Texas over $100 millionWatch new advisers in TexasGet private fund advisers in Texas
- 1,337Advisers
- 1,084SEC registered
- 253Exempt reporting
- $4.5 trillionTotal AUM
- 1,012Advisers over $100 million
- 688Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. The first 300 of 1,337 are shown. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | Austin | $1.02 trillion | 2,319 | 1,168 | 5 | (512) 306-7400 | dimensional.com | adviserinfo.sec.gov |
| Fisher Investments | Plano | $386.67 billion | 422,516 | 4,369 | 4 | (800) 851-8845 | jaycarlsonfisherinvestments.wordpress.com | adviserinfo.sec.gov |
| Victory Capital Management Inc. | San Antonio | $282.71 billion | 4,061 | 699 | 20 | (877) 660-4400 | pioneerinvestments.com | adviserinfo.sec.gov |
| TPG Global Advisors, LLC | Fort Worth | $173.56 billion | 197 | 1,271 | Not listed | (817) 871-4000 | adviserinfo.sec.gov | |
| NB Alternatives Advisers LLC | Dallas | $160.24 billion | 379 | 417 | 159 | (214) 647-9500 | adviserinfo.sec.gov | |
| TPG Capital Advisors, LLC | Fort Worth | $140.57 billion | 126 | 414 | 127 | (817) 871-4000 | adviserinfo.sec.gov | |
| Sixth Street Advisers, LLC | Dallas | $101.61 billion | 177 | 703 | 160 | (469) 621-3001 | adviserinfo.sec.gov | |
| Kestra Advisory Services, LLC | Austin | $79.80 billion | 192,439 | 1,359 | Not listed | (844) 553-7872 | adviserinfo.sec.gov | |
| Alm First Financial Advisors LLC | Dallas | $76.17 billion | 189 | 23 | 3 | (800) 752-4628 | adviserinfo.sec.gov | |
| American Beacon Advisors, Inc. | Irving | $59.93 billion | 65 | 121 | Not listed | (817) 391-6100 | americanbeaconadvisors.com | adviserinfo.sec.gov |
| Barrow Hanley Global Investors | Dallas | $59.04 billion | 272 | 94 | 5 | (214) 665-1900 | barrowhanley.com | adviserinfo.sec.gov |
| Catalyst Strategic Solutions | Plano | $52.37 billion | 80 | 7 | Not listed | (800) 442-6427 | catalystcorp.org | adviserinfo.sec.gov |
| Sali Fund Services | Austin | $45.99 billion | 335 | 79 | 240 | (512) 735-7254 | sali.com | adviserinfo.sec.gov |
| Jasper Ridge Partners, L.P. | Fort Worth | $42.95 billion | 67 | 145 | 16 | (817) 333-0027 | jasperridge.com | adviserinfo.sec.gov |
| Hilltop Securities Asset Management, LLC | Dallas | $37.70 billion | 60 | 31 | Not listed | (214) 953-4000 | hilltopsecurities.com | adviserinfo.sec.gov |
| Hudson Advisors | Dallas | $36.39 billion | 86 | 293 | 55 | (214) 754-8400 | hudson-advisors.com | adviserinfo.sec.gov |
| Guidestone Capital Management | Dallas | $36.24 billion | 27 | 35 | Not listed | (214) 720-2148 | adviserinfo.sec.gov | |
| Lone Star Funds | Dallas | $35.73 billion | 31 | 36 | 33 | (214) 754-8300 | adviserinfo.sec.gov | |
| HBK Capital Management | Dallas | $35.61 billion | 9 | 198 | 4 | (214) 758-6100 | hbk.com | adviserinfo.sec.gov |
| Fayez Sarofim & Co. | Houston | $35.07 billion | 2,997 | 54 | Not listed | (713) 654-4484 | sarofim.com | adviserinfo.sec.gov |
| The Variable Annuity Life Insurance Company | Houston | $32.94 billion | 36 | 1,700 | Not listed | (713) 522-1111 | adviserinfo.sec.gov | |
| Luther King Capital Management Corporation | Fort Worth | $31.50 billion | 3,526 | 110 | 18 | (817) 332-3235 | lkcm.com | adviserinfo.sec.gov |
| Affinius Capital LLC | San Antonio | $30.44 billion | 121 | 298 | 94 | (800) 531-8182 | adviserinfo.sec.gov | |
| Valic Financial Advisors, Inc. | Houston | $29.22 billion | 293,026 | 1,647 | Not listed | (866) 544-4968 | valic.com | adviserinfo.sec.gov |
| Quantum Capital Group | Houston | $28.77 billion | 71 | 144 | 71 | (713) 452-2000 | adviserinfo.sec.gov | |
| Sage Advisory Services LTD Co | Austin | $28.43 billion | 14,363 | 58 | Not listed | (512) 327-5530 | sageadvisory.com | adviserinfo.sec.gov |
| The Palisades Group, LLC | Austin | $27.78 billion | 15 | 90 | 4 | (512) 361-2148 | palisades-group.com | adviserinfo.sec.gov |
| Garcia Hamilton & Associates LP | Houston | $24.86 billion | 382 | 41 | 1 | (713) 853-2322 | garciahamiltonassociates.com | adviserinfo.sec.gov |
| United Capital Financial Advisors | Irving | $24.65 billion | 45,106 | 289 | Not listed | (972) 822-2055 | adviserinfo.sec.gov | |
| First Command Advisory Services | Fort Worth | $24.43 billion | 113,591 | 1,787 | Not listed | (817) 731-8621 | adviserinfo.sec.gov | |
| Precision Fiduciary Partners, LLC | Austin | $24.08 billion | 4,224 | 17 | Not listed | (512) 879-1505 | mesirowfinancial.com | adviserinfo.sec.gov |
| Crestline Management, L.P. | Fort Worth | $22.51 billion | 135 | 195 | 37 | (817) 339-7600 | crestlineinvestors.com | adviserinfo.sec.gov |
| Trinitas Capital Management | Dallas | $19.56 billion | 45 | 26 | 45 | (214) 420-2400 | trinitascmllc.com | adviserinfo.sec.gov |
| RCP Advisors 2, LLC | Dallas | $18.21 billion | 111 | 63 | 75 | (312) 266-7300 | adviserinfo.sec.gov | |
| TPG Real Estate Advisors, LLC | Fort Worth | $16.97 billion | 35 | 48 | 33 | (817) 871-4000 | adviserinfo.sec.gov | |
| Maverick Capital LTD | Dallas | $15.85 billion | 19 | 98 | 19 | (214) 880-4000 | maverickventures.medium.com | adviserinfo.sec.gov |
| Crow Holdings Capital | Dallas | $14.45 billion | 19 | 166 | 28 | (214) 661-8000 | adviserinfo.sec.gov | |
| Prospera Financial Services, Inc. | Dallas | $14.39 billion | 31,454 | 326 | Not listed | (972) 581-3000 | adviserinfo.sec.gov | |
| Kayne Anderson Capital Advisors, L.P. | Houston | $14.29 billion | 82 | 310 | 54 | (310) 282-7900 | adviserinfo.sec.gov | |
| Kestra Private Wealth Services, LLC | Austin | $13.45 billion | 33,333 | 211 | Not listed | (844) 553-7872 | adviserinfo.sec.gov | |
| Eight Partners VC, LLC | Austin | $13.38 billion | 65 | 69 | 65 | (512) 370-2276 | 8vc.com | adviserinfo.sec.gov |
| Sarofim Trust Co | Houston | $12.96 billion | 96 | 26 | Not listed | (713) 654-4484 | adviserinfo.sec.gov | |
| Westwood Management Corp | Dallas | $12.46 billion | 249 | 95 | Not listed | (214) 756-6900 | westwoodgroup.com | adviserinfo.sec.gov |
| Oasis Capital Partners (Texas) Inc. | Austin | $12.40 billion | 16 | 57 | 10 | (512) 225-1025 | adviserinfo.sec.gov | |
| Vaughan Nelson Investment Management, L.P. | Houston | $12.24 billion | 379 | 53 | 1 | (713) 224-2545 | adviserinfo.sec.gov | |
| The Energy & Minerals Group LP | Houston | $12.02 billion | 57 | 22 | 33 | (713) 579-5000 | emgtx.com | adviserinfo.sec.gov |
| Canyon Capital Advisors LLC | Dallas | $11.92 billion | 28 | 192 | 24 | (214) 253-6000 | canyonpartners.com | adviserinfo.sec.gov |
| Canyon Clo Advisors LP | Dallas | $11.91 billion | 27 | 161 | 27 | (214) 253-6000 | adviserinfo.sec.gov | |
| Hub Investment Partners, LLC | Austin | $11.88 billion | 15,595 | 172 | Not listed | (512) 600-5390 | hubinvestmentpartners.com | adviserinfo.sec.gov |
| Yacktman Asset Management LP | Austin | $11.71 billion | 636 | 19 | 1 | (512) 767-6700 | yacktman.com | adviserinfo.sec.gov |
| TPG Solutions Advisors | Fort Worth | $11.61 billion | 35 | 46 | 26 | (817) 871-4000 | adviserinfo.sec.gov | |
| The Windacre Partnership LLC | Houston | $11.42 billion | 3 | 8 | 1 | (713) 623-7700 | windacre.com | adviserinfo.sec.gov |
| AB Private Credit Investors LLC | Austin | $11.36 billion | 30 | 1 | 24 | (512) 721-2900 | adviserinfo.sec.gov | |
| NGP | Dallas | $10.88 billion | 16 | 56 | 17 | (972) 432-1440 | ngpenergy.com | adviserinfo.sec.gov |
| CAZ Investments L.P. | Houston | $10.83 billion | 13,562 | 83 | 107 | (713) 403-8250 | cazinvestments.com | adviserinfo.sec.gov |
| Sapphire Ventures, LP | Austin | $10.44 billion | 18 | 72 | 18 | (650) 382-1110 | adviserinfo.sec.gov | |
| Summittx Capital, L.P. | Fort Worth | $10.10 billion | 3 | 70 | 3 | (817) 769-1578 | summittxcapital.com | adviserinfo.sec.gov |
| Tolleson Private Wealth Management | Dallas | $9.26 billion | 3,931 | 93 | 21 | (214) 252-3250 | adviserinfo.sec.gov | |
| Americana Partners, LLC | Houston | $9.10 billion | 6,991 | 86 | 9 | (713) 429-5552 | americanapartners.podbean.com | adviserinfo.sec.gov |
| The Sterling Group, L.P. | Houston | $9.01 billion | 20 | 87 | 20 | (713) 877-8257 | sterling-group.com | adviserinfo.sec.gov |
| Crossmark Global Investments, Inc. | Houston | $8.98 billion | 7,890 | 54 | Not listed | (713) 260-9000 | crossmarkglobal.com | adviserinfo.sec.gov |
| Sixth Street Lending Partners Advisers, LLC | Dallas | $8.69 billion | 1 | 66 | Not listed | (469) 621-3001 | sixthstreetlendingpartners.com | adviserinfo.sec.gov |
| Ogam, LP | Houston | $8.69 billion | 27 | 42 | 4 | (713) 225-5965 | orchardglobal.com | adviserinfo.sec.gov |
| Wincoram Asset Management LLC | Houston | $8.19 billion | 19 | 28 | 1 | (832) 791-2320 | adviserinfo.sec.gov | |
| Trive Capital Management LLC | Dallas | $8.00 billion | 19 | 87 | 19 | (214) 499-9715 | adviserinfo.sec.gov | |
| Bluespring Wealth Management, LLC | Austin | $7.82 billion | 24,201 | 112 | Not listed | (737) 443-2122 | bluespringwealthcalifornia.com | adviserinfo.sec.gov |
| Disruptive Technology Advisers LLC | Dallas | $7.68 billion | 28 | 16 | 28 | (214) 668-1536 | disruptive.tech | adviserinfo.sec.gov |
| 59 North Capital Management, LP | Houston | $7.50 billion | 4 | 9 | 1 | (713) 955-4809 | adviserinfo.sec.gov | |
| Peak Rock Capital LLC | Austin | $7.28 billion | 29 | 55 | 29 | (512) 765-6520 | peakrockcapital.com | adviserinfo.sec.gov |
| Five Point Infrastructure LLC | Houston | $7.05 billion | 12 | 33 | 12 | (713) 351-0700 | adviserinfo.sec.gov | |
| Trust Advisors, Inc. | Houston | $6.97 billion | 1,590 | 76 | 7 | (713) 525-7607 | adviserinfo.sec.gov | |
| Merewether Investment Management, LP | Dallas | $6.91 billion | 9 | 25 | 4 | (214) 453-5522 | merewetherinvestment.com | adviserinfo.sec.gov |
| Fisher\Smb | Carrollton | $6.85 billion | 1,848 | 159 | Not listed | (888) 674-4504 | adviserinfo.sec.gov | |
| Atom Investors LP | Austin | $6.83 billion | 7 | 24 | 2 | (737) 249-0292 | indexprogroup.com | adviserinfo.sec.gov |
| Ara Partners | Houston | $6.79 billion | 41 | 95 | 41 | (713) 337-9150 | arapartners.com | adviserinfo.sec.gov |
| Level Four Advisory Services | Dallas | $6.54 billion | 15,720 | 136 | Not listed | (972) 665-0878 | financialbootcamp.com | adviserinfo.sec.gov |
| Sendero Wealth Management, LLC | San Antonio | $6.51 billion | 1,948 | 41 | Not listed | (210) 805-0171 | adviserinfo.sec.gov | |
| Txre Advisers, LLC | Dallas | $6.37 billion | 21 | 84 | 10 | (972) 201-2841 | hillwood.pl | adviserinfo.sec.gov |
| Advisor Logistics, LLC | Boerne | $6.29 billion | 28,000 | 6 | Not listed | (210) 346-8321 | advisorlogistics.com | adviserinfo.sec.gov |
| Haveli Investment Management LLC | Austin | $6.03 billion | 6 | 51 | 6 | (512) 987-7314 | adviserinfo.sec.gov | |
| Integrated Advisors Network LLC | Dallas | $5.52 billion | 12,957 | 86 | 2 | (855) 729-4222 | jcinvests.com | adviserinfo.sec.gov |
| Sentry Management Inc | Wichita Falls | $5.44 billion | 88 | 5 | Not listed | (940) 696-2100 | sentrymanagement.com | adviserinfo.sec.gov |
| True North Advisors, LLC | Dallas | $5.42 billion | 5,298 | 89 | 34 | (214) 360-7300 | truenorthadvisors.com | adviserinfo.sec.gov |
| Frost Investment Advisors, LLC | San Antonio | $5.36 billion | 10 | 31 | Not listed | (210) 220-5070 | adviserinfo.sec.gov | |
| Linscomb Wealth, Inc. | Houston | $5.21 billion | 4,783 | 46 | Not listed | (713) 840-1000 | linscombwealth.com | adviserinfo.sec.gov |
| Hines Capital Advisors LLC | Houston | $5.15 billion | 10 | 839 | 6 | (713) 621-8000 | adviserinfo.sec.gov | |
| Tectonic Advisors LLC | Frisco | $5.14 billion | 9,259 | 6 | Not listed | (713) 250-4200 | adviserinfo.sec.gov | |
| Crescent Real Estate LLC | Fort Worth | $5.11 billion | 43 | 113 | 43 | (817) 321-2100 | crescent.com | adviserinfo.sec.gov |
| Three Bell Capital LLC | Dallas | $5.05 billion | 628 | 22 | 17 | (650) 843-9836 | adviserinfo.sec.gov | |
| Cain, Watters & Associates, LLC | Frisco | $5.04 billion | 12,138 | 341 | Not listed | (972) 233-3323 | adviserinfo.sec.gov | |
| Quotient Wealth Partners, LLC | Dallas | $4.91 billion | 8,088 | 60 | Not listed | (469) 912-2522 | adviserinfo.sec.gov | |
| Pennybacker Capital Management, LLC | Austin | $4.86 billion | 33 | 63 | 28 | (512) 610-2910 | pennybackercap.com | adviserinfo.sec.gov |
| Avidian Wealth Solutions | Houston | $4.76 billion | 7,256 | 59 | 7 | (281) 822-8800 | avidianwealth.com | adviserinfo.sec.gov |
| Bbam US LP | Dallas | $4.75 billion | 28 | 79 | 13 | (469) 871-2230 | bbam.com | adviserinfo.sec.gov |
| MCR Fund Management LLC | Dallas | $4.58 billion | 16 | 60 | 16 | (972) 355-6721 | mcrhotels.com | adviserinfo.sec.gov |
| Banner Oak Capital Partners, LP | Dallas | $4.46 billion | 9 | 9 | 9 | (214) 466-8860 | banneroak.com | adviserinfo.sec.gov |
| TPG Re Finance Trust Management, L.P. | Fort Worth | $4.41 billion | 1 | 19 | Not listed | (817) 871-4000 | adviserinfo.sec.gov | |
| Rockland Capital, LP | The Woodlands | $4.39 billion | 10 | 24 | 10 | (281) 863-9000 | rocklandcapital.com | adviserinfo.sec.gov |
| Kestra Investment Management, LLC. | Austin | $4.31 billion | 16,262 | 17 | Not listed | (844) 553-7872 | adviserinfo.sec.gov | |
| Turtle Creek Trust | Dallas | $4.28 billion | 559 | 10 | Not listed | (214) 468-0100 | turtlecreekdallas.com | adviserinfo.sec.gov |
| Bridgeway Capital Management, LLC | Houston | $4.25 billion | 23 | 23 | 1 | (713) 661-3500 | adviserinfo.sec.gov | |
| Prophet Capital Asset Management | Austin | $4.20 billion | 20 | 16 | 8 | (512) 327-9500 | adviserinfo.sec.gov | |
| Texas Capital Bank Private Wealth Advisors | Dallas | $4.19 billion | 2,251 | 64 | Not listed | (945) 229-5873 | adviserinfo.sec.gov | |
| Parkway Advisors, L.P. | Abilene | $4.13 billion | 70 | 16 | Not listed | (325) 795-2111 | parkwayadvisors.com | adviserinfo.sec.gov |
| Aqs Asset Management, L.L.C. | Austin | $4.07 billion | 13 | 4 | Not listed | (512) 314-0720 | adviserinfo.sec.gov | |
| Waterous Energy Fund Management (US), LLC | Houston | $4.01 billion | 12 | 2 | 16 | (281) 545-7397 | waterous.com | adviserinfo.sec.gov |
| Mainsail Partners | Austin | $4.00 billion | 14 | 81 | 14 | (512) 772-2260 | adviserinfo.sec.gov | |
| Tailwater Capital | Dallas | $3.97 billion | 21 | 46 | 19 | (214) 269-1183 | tailwatercapital.com | adviserinfo.sec.gov |
| Guidestone Investment Services | Dallas | $3.91 billion | 65 | 28 | Not listed | (214) 720-1198 | guidestoneocio.com | adviserinfo.sec.gov |
| S.B. Value Partners, L.P. | San Antonio | $3.89 billion | 108 | 12 | 3 | (844) 728-2583 | adviserinfo.sec.gov | |
| Alamo Advisors, LP | San Antonio | $3.87 billion | 984 | 15 | Not listed | (210) 404-2211 | alamoadvisors.com | adviserinfo.sec.gov |
| GFS Advisors LLC | Houston | $3.76 billion | 654 | 11 | Not listed | (713) 968-0400 | globalhou.com | adviserinfo.sec.gov |
| Transwestern Investments | Dallas | $3.75 billion | 7 | 31 | 5 | (214) 572-9817 | transwesterninvest.com | adviserinfo.sec.gov |
| TRB Wealth Management, LLC | Houston | $3.74 billion | 934 | 15 | 1 | (832) 810-3565 | trb.bank | adviserinfo.sec.gov |
| Merit Energy Company | Dallas | $3.70 billion | 12 | 782 | 12 | (972) 701-8377 | meritenergy.com | adviserinfo.sec.gov |
| Frost Investment Services | San Antonio | $3.67 billion | 3,656 | 177 | Not listed | (210) 220-5000 | adviserinfo.sec.gov | |
| Regan Capital | Dallas | $3.59 billion | 53 | 22 | 3 | (214) 550-1710 | adviserinfo.sec.gov | |
| Retirement Planners of America | Plano | $3.59 billion | 13,358 | 126 | Not listed | (469) 246-3600 | retirementplannersofamerica.com | adviserinfo.sec.gov |
| Sycamore Tree Capital Partners, L.P. | Dallas | $3.54 billion | 12 | 30 | 12 | (214) 251-8250 | adviserinfo.sec.gov | |
| Andros Capital Partners LLC | Houston | $3.51 billion | 11 | 6 | 11 | (713) 568-0701 | androscapital.com | adviserinfo.sec.gov |
| Stellus Capital Management, LLC | Houston | $3.51 billion | 20 | 36 | 13 | (713) 292-5400 | adviserinfo.sec.gov | |
| Advisor Resource Council | Dallas | $3.49 billion | 11,836 | 119 | Not listed | (972) 421-1360 | adviserinfo.sec.gov | |
| Sixth Street Specialty Lending Advisers, LLC | Dallas | $3.42 billion | 1 | 66 | Not listed | (469) 621-3001 | adviserinfo.sec.gov | |
| Gauge Capital | Southlake | $3.39 billion | 10 | 67 | 10 | (682) 334-5800 | adviserinfo.sec.gov | |
| Marble Capital LP | Houston | $3.35 billion | 17 | 38 | 2 | (713) 823-5433 | adviserinfo.sec.gov | |
| VWH Capital Management, LP | Dallas | $3.32 billion | 11 | 28 | 4 | (212) 468-5580 | adviserinfo.sec.gov | |
| Formentera Partners LP | Austin | $3.29 billion | 15 | 11 | 15 | (512) 320-9812 | adviserinfo.sec.gov | |
| Ridgewood Energy Corporation | Houston | $3.28 billion | 20 | 61 | 4 | (201) 447-9000 | flickr.com | adviserinfo.sec.gov |
| Chilton Capital Management LLC | Houston | $3.23 billion | 2,166 | 27 | Not listed | (713) 650-1995 | adviserinfo.sec.gov | |
| Trust Asset Management LLC | Houston | $3.21 billion | 155 | 10 | 5 | (832) 308-2748 | tam-llc.com | adviserinfo.sec.gov |
| Greenbelt Capital Partners | Austin | $3.19 billion | 12 | 25 | 10 | (512) 362-6260 | adviserinfo.sec.gov | |
| Ka Fund Advisors, LLC | Houston | $3.19 billion | 1 | 38 | Not listed | (713) 493-2020 | kaynefunds.com | adviserinfo.sec.gov |
| Eagle Global Advisors LLC | Houston | $3.10 billion | 366 | 24 | 3 | (713) 952-3550 | adviserinfo.sec.gov | |
| Pan Capital Management LP | Houston | $3.08 billion | 14 | 43 | 11 | (281) 904-5234 | pancapmgmt.com | adviserinfo.sec.gov |
| 1900 Wealth | San Antonio | $3.07 billion | 1,067 | 22 | 12 | (210) 736-7770 | adviserinfo.sec.gov | |
| Anson Funds Management LP | Dallas | $3.05 billion | 6 | 4 | 6 | (214) 866-0200 | adviserinfo.sec.gov | |
| Paradigm Global Investors | Dallas | $3.03 billion | 5 | 4 | 1 | (774) 836-6011 | paradigmglobalinvestors.com | adviserinfo.sec.gov |
| Trinity Hunt Management, L.P. | Dallas | $2.99 billion | 10 | 53 | 10 | (214) 777-6600 | adviserinfo.sec.gov | |
| NFJ Investment Group, LLC | Dallas | $2.98 billion | 468 | 9 | Not listed | (214) 754-1780 | virtus.com | adviserinfo.sec.gov |
| SFMG Wealth Advisors | Plano | $2.96 billion | 4,323 | 39 | 1 | (972) 960-6460 | sfmg.com | adviserinfo.sec.gov |
| Canyon Partners Real Estate LLC | Dallas | $2.91 billion | 23 | 198 | 23 | (214) 253-6000 | canyonpartners.com | adviserinfo.sec.gov |
| Legacy Knight Mfo, LLC | Dallas | $2.85 billion | 53 | 21 | 33 | (945) 536-5580 | legacyknight.com | adviserinfo.sec.gov |
| Maslow Wealth Advisors | Austin | $2.84 billion | 2,905 | 27 | Not listed | (512) 610-6930 | adviserinfo.sec.gov | |
| Bowie Capital Management, LLC | Richardson | $2.81 billion | 18 | 10 | 2 | (214) 712-4951 | bowiecapital.com | adviserinfo.sec.gov |
| Paul Comstock Partners | Houston | $2.80 billion | 120 | 16 | Not listed | (713) 977-2694 | paulcomstockpartners.com | adviserinfo.sec.gov |
| Titleist Asset Management, LLC | San Antonio | $2.79 billion | 5,926 | 41 | Not listed | (210) 826-2424 | blumandwhite.com | adviserinfo.sec.gov |
| Nexpoint Asset Management, L.P. | Dallas | $2.76 billion | 5 | 6 | Not listed | (214) 276-6300 | nexpointassetmgmt.com | adviserinfo.sec.gov |
| Turtle Creek Wealth Advisors, LLC | Dallas | $2.76 billion | 1,435 | 26 | 6 | (214) 214-3110 | adviserinfo.sec.gov | |
| MCP Management, LP | Austin | $2.70 billion | 13 | 8 | 13 | (985) 264-3491 | melangecap.com | adviserinfo.sec.gov |
| Multicoin Capital Management, LLC | Austin | $2.69 billion | 18 | 22 | 10 | (512) 774-4000 | multicoin.capital | adviserinfo.sec.gov |
| Transpose Platform Management, LLC | Katy | $2.65 billion | 54 | 23 | 54 | (415) 226-7434 | adviserinfo.sec.gov | |
| Sunbelt Securities | Houston | $2.64 billion | 6,241 | 68 | Not listed | (713) 965-9510 | cwrawl.com | adviserinfo.sec.gov |
| North Hudson Resource Partners LP | Houston | $2.58 billion | 9 | 8 | 9 | (713) 936-6563 | adviserinfo.sec.gov | |
| Icon Wealth Partners | Houston | $2.58 billion | 4,150 | 22 | Not listed | (713) 904-5020 | focusfinancialpartners.com | adviserinfo.sec.gov |
| Kensington Asset Management, LLC | Austin | $2.56 billion | 1 | 17 | Not listed | (877) 891-1222 | kensingtonassetmanagement.com | adviserinfo.sec.gov |
| Hilltop Securities Inc. | Dallas | $2.51 billion | 5,592 | 92 | Not listed | (214) 953-4000 | advisors.hilltopsecurities.com | adviserinfo.sec.gov |
| Serve Capital Partners | Austin | $2.50 billion | 14 | 8 | 14 | (512) 505-4153 | servecapitalpartners.com | adviserinfo.sec.gov |
| Silver Hill Energy Partners, LP | Dallas | $2.49 billion | 3 | 49 | 3 | (214) 865-6555 | silverhillenergy.com | adviserinfo.sec.gov |
| Warwick Partners | Bryan | $2.48 billion | 1,533 | 9 | Not listed | (979) 260-9777 | warwickpartners.net | adviserinfo.sec.gov |
| Oxbow Advisors, LLC | Austin | $2.46 billion | 1,782 | 13 | Not listed | (512) 386-1088 | oxbowadvisors.com | adviserinfo.sec.gov |
| Permian | Dallas | $2.43 billion | 9 | 12 | 4 | (212) 257-6080 | permianlp.com | adviserinfo.sec.gov |
| The Milestone Real Estate Group, LP | Dallas | $2.43 billion | 3 | 33 | 3 | (214) 442-8150 | milestonegp.com | adviserinfo.sec.gov |
| Paceline Equity Partners, LLC | Dallas | $2.43 billion | 10 | 40 | 10 | (469) 405-0908 | pacelineequity.com | adviserinfo.sec.gov |
| Requisite Capital Management LLC | Dallas | $2.43 billion | 934 | 11 | 2 | (469) 373-3399 | requisitecm.com | adviserinfo.sec.gov |
| Sarofim International Management Co | Houston | $2.41 billion | 14 | 26 | Not listed | (713) 654-4484 | adviserinfo.sec.gov | |
| Simmons L E & Associates Inc | Houston | $2.38 billion | 7 | 23 | 8 | (713) 227-7888 | scfpartners.com | adviserinfo.sec.gov |
| Strive Asset Management | Dallas | $2.38 billion | 15 | 33 | Not listed | (872) 270-5406 | adviserinfo.sec.gov | |
| Eoc Partners Advisors L.P. | Houston | $2.37 billion | 13 | 7 | 13 | (713) 828-0482 | eocpartners.com | adviserinfo.sec.gov |
| Ka Credit Advisors, LLC | Houston | $2.29 billion | 1 | 64 | Not listed | (713) 493-2000 | kaynebdc.com | adviserinfo.sec.gov |
| Arroyo Energy Investment Partners LLC | Spring | $2.28 billion | 12 | 20 | 12 | (281) 825-5462 | arroyoinvestors.com | adviserinfo.sec.gov |
| Beaird Harris | Dallas | $2.27 billion | 3,331 | 19 | Not listed | (972) 503-1040 | adviserinfo.sec.gov | |
| Sather Financial Group, Inc. | Victoria | $2.27 billion | 1,506 | 9 | Not listed | (361) 570-1800 | satherfinancial.com | adviserinfo.sec.gov |
| Waterloo Capital | Austin | $2.26 billion | 7,306 | 64 | Not listed | (512) 777-5900 | adviserinfo.sec.gov | |
| Eiv Capital, LLC | Houston | $2.23 billion | 12 | 44 | 12 | (713) 353-2755 | eivcapital.com | adviserinfo.sec.gov |
| CRG | Houston | $2.21 billion | 10 | 21 | 10 | (713) 209-7350 | adviserinfo.sec.gov | |
| Orei Advisors LP | Austin | $2.18 billion | 24 | 41 | 16 | (650) 681-0185 | ohanare.com | adviserinfo.sec.gov |
| Sagefield Investment Group LP | Dallas | $2.17 billion | 15 | 10 | 2 | (214) 717-6213 | sagefield.com | adviserinfo.sec.gov |
| Meridiem Capital Partners LP | Dallas | $2.15 billion | 5 | 16 | 1 | (469) 317-2120 | meridiemcapital.com | adviserinfo.sec.gov |
| Root Financial Partners | Austin | $2.15 billion | 4,110 | 65 | Not listed | (760) 452-0720 | adviserinfo.sec.gov | |
| Ascentis Independent Advisors, LLC | Dallas | $2.09 billion | 7,464 | 43 | Not listed | (866) 273-1563 | organpeakfinancial.com | adviserinfo.sec.gov |
| Adell Harriman & Carpenter | Houston | $2.09 billion | 2,825 | 13 | Not listed | (713) 621-1155 | ahcinvest.com | adviserinfo.sec.gov |
| River Canyon Fund Management LLC | Dallas | $2.08 billion | 3 | 161 | 1 | (214) 253-6000 | rivercanyonfunds.com | adviserinfo.sec.gov |
| Segment Wealth Management, LLC | Houston | $2.07 billion | 1,214 | 12 | Not listed | (713) 800-7150 | segmentwm.com | adviserinfo.sec.gov |
| Ew Healthcare Partners | The Woodlands | $2.06 billion | 19 | 13 | 19 | (281) 364-1555 | ewhealthcare.com | adviserinfo.sec.gov |
| Applied Finance Advisors, LLC | San Antonio | $2.05 billion | 9 | 6 | Not listed | (210) 204-7479 | appliedfinancefunds.com | adviserinfo.sec.gov |
| Inscription Capital, LLC | Houston | $2.05 billion | 1,504 | 20 | Not listed | (713) 673-8999 | adviserinfo.sec.gov | |
| Cresta Fund Management LLC | Dallas | $2.04 billion | 22 | 16 | 22 | (214) 310-1083 | adviserinfo.sec.gov | |
| Corda Investment Management, LLC | Houston | $2.00 billion | 3,099 | 32 | Not listed | (713) 439-0665 | cordamanagement.com | adviserinfo.sec.gov |
| Purpose Capital Management, LLC | Dallas | $2.00 billion | 11 | 6 | Not listed | (972) 385-4387 | purposecapitalmgmt.com | adviserinfo.sec.gov |
| Balefire, LLC | Dallas | $1.99 billion | 1,871 | 38 | Not listed | (972) 361-1001 | balefirewealth.com | adviserinfo.sec.gov |
| Sole Source Capital LLC | Dallas | $1.98 billion | 7 | 34 | 7 | (214) 617-4745 | solesourcecapital.com | adviserinfo.sec.gov |
| Centeroak Adviser, L.P. | Dallas | $1.98 billion | 5 | 20 | 5 | (214) 301-4201 | adviserinfo.sec.gov | |
| Fic Partners Management, LP | Houston | $1.97 billion | 20 | 8 | 14 | (713) 337-7980 | ficfund.com | adviserinfo.sec.gov |
| Guidestone Advisors | Dallas | $1.96 billion | 5,004 | 34 | Not listed | (214) 720-6486 | adviserinfo.sec.gov | |
| Voss Capital, LP | Houston | $1.94 billion | 10 | 11 | 4 | (832) 592-1782 | adviserinfo.sec.gov | |
| Elda River Capital Management, LLC | Houston | $1.94 billion | 16 | 15 | 16 | (346) 614-4250 | eldariver.com | adviserinfo.sec.gov |
| Cfo4life | Coppell | $1.94 billion | 3,279 | 22 | Not listed | (214) 637-9500 | focusfinancialpartners.com | adviserinfo.sec.gov |
| Nexpoint Real Estate Advisors VII, L.P. | Dallas | $1.93 billion | 2 | 2 | Not listed | (214) 276-6300 | nexpoint.com | adviserinfo.sec.gov |
| Terry McDaniel & Company | Austin | $1.92 billion | 370 | 13 | Not listed | (512) 495-9500 | tmcdanco.com | adviserinfo.sec.gov |
| Kildare Partners US, LLC | Westlake | $1.91 billion | 16 | 40 | 10 | (214) 756-6030 | kildarepartners.com | adviserinfo.sec.gov |
| Austin Asset | Austin | $1.87 billion | 1,974 | 21 | Not listed | (512) 453-6622 | adviserinfo.sec.gov | |
| Scout Energy Management LLC | Dallas | $1.86 billion | 20 | 1,113 | 20 | (972) 277-1397 | scoutep.com | adviserinfo.sec.gov |
| Tritium Partners | Austin | $1.86 billion | 10 | 28 | 10 | (512) 493-4100 | adviserinfo.sec.gov | |
| Condire Management, LP | Dallas | $1.86 billion | 5 | 11 | 5 | (214) 572-8921 | condireinvestorsllc.com | adviserinfo.sec.gov |
| Willis Johnson Wealth | Houston | $1.85 billion | 2,742 | 41 | Not listed | (713) 439-1200 | adviserinfo.sec.gov | |
| RIA Advisors | Houston | $1.84 billion | 3,969 | 17 | Not listed | (281) 501-1791 | adviserinfo.sec.gov | |
| D2 Asset Management | Dallas | $1.83 billion | 4 | 34 | 4 | (214) 831-5640 | d2-am.com | adviserinfo.sec.gov |
| View Capital RIA, LP | Dallas | $1.82 billion | 141 | 18 | 4 | (214) 855-2550 | view-cap.com | adviserinfo.sec.gov |
| Financial Synergies | Houston | $1.81 billion | 928 | 21 | Not listed | (713) 623-6600 | adviserinfo.sec.gov | |
| GDS Wealth Management | Flower Mound | $1.81 billion | 4,052 | 38 | Not listed | (469) 212-8072 | gdswealth.com | adviserinfo.sec.gov |
| Kainos (TX) Capital LP | Dallas | $1.81 billion | 11 | 25 | 10 | (214) 740-7300 | adviserinfo.sec.gov | |
| Hoisington Investment Management Co | Austin | $1.79 billion | 14 | 9 | Not listed | (512) 327-7200 | hoisingtonmgt.com | adviserinfo.sec.gov |
| Stafford Capital Partners Inc. | Austin | $1.78 billion | 23 | 15 | 17 | (512) 334-6489 | staffordcp.com | adviserinfo.sec.gov |
| Healthquest Capital Management, L.P. | Austin | $1.78 billion | 11 | 28 | 11 | (650) 486-0810 | healthquestcapital.com | adviserinfo.sec.gov |
| NXG Investment Management | Dallas | $1.75 billion | 6 | 10 | 1 | (214) 692-6334 | adviserinfo.sec.gov | |
| Intrua Financial | Houston | $1.75 billion | 7,272 | 53 | Not listed | (713) 355-9910 | adviserinfo.sec.gov | |
| Finser Investment Advisor | San Antonio | $1.75 billion | 10 | 1 | Not listed | (210) 224-5492 | adviserinfo.sec.gov | |
| Swift Creek Partners | Dallas | $1.74 billion | 7 | 13 | 1 | (214) 692-4200 | swiftcreekpartners.com | adviserinfo.sec.gov |
| Meridian Wealth Advisors, LLC | Austin | $1.74 billion | 1,539 | 12 | Not listed | (512) 717-5580 | adviserinfo.sec.gov | |
| Main Street Capital Partners | Houston | $1.73 billion | 3 | 116 | 2 | (713) 350-6000 | mainstcapital.com | adviserinfo.sec.gov |
| Lee Financial Company, LLC | Dallas | $1.68 billion | 1,745 | 39 | 4 | (972) 960-1001 | adviserinfo.sec.gov | |
| Trace Capital Management LP | Houston | $1.68 billion | 4 | 16 | 4 | (713) 217-2722 | adviserinfo.sec.gov | |
| Adar1 Capital Management, LLC | Austin | $1.68 billion | 8 | 11 | 2 | (512) 254-3790 | adviserinfo.sec.gov | |
| Tailwind Advisors | Fort Worth | $1.67 billion | 21 | 12 | 6 | (817) 708-3663 | tailwindadvisors.com | adviserinfo.sec.gov |
| U.S. Global Investors, Inc. | San Antonio | $1.67 billion | 11 | 19 | Not listed | (210) 308-1234 | usfunds.com | adviserinfo.sec.gov |
| Pickering Energy Partners LP | Houston | $1.66 billion | 13 | 51 | 10 | (713) 804-7575 | pickeringenergypartners.com | adviserinfo.sec.gov |
| Quattro Financial Advisors | Montgomery | $1.66 billion | 296 | 3 | 2 | (281) 323-4007 | quattrofa.com | adviserinfo.sec.gov |
| Isc Advisors, Inc. | Dallas | $1.62 billion | 1,928 | 30 | Not listed | (214) 520-1115 | adviserinfo.sec.gov | |
| Satori Capital, LLC | Dallas | $1.61 billion | 15 | 33 | 15 | (214) 390-6270 | adviserinfo.sec.gov | |
| Momentum Independent Network Inc. | Dallas | $1.61 billion | 4,721 | 97 | Not listed | (214) 859-1800 | financyy.com | adviserinfo.sec.gov |
| Tanglewood Total Wealth Management, Inc. | Houston | $1.59 billion | 1,296 | 14 | Not listed | (713) 840-8880 | tanglewoodwealth.com | adviserinfo.sec.gov |
| Summa Corp. | The Woodlands | $1.59 billion | 88 | 5 | Not listed | (281) 362-9977 | summa-wealth.com | adviserinfo.sec.gov |
| Duration Asset Management, LLC | Dallas | $1.58 billion | 7 | 3 | 1 | (214) 420-0300 | adviserinfo.sec.gov | |
| Astra Wealth Management Group | Plano | $1.57 billion | 2,843 | 17 | Not listed | (972) 327-8820 | adviserinfo.sec.gov | |
| Per Stirling Capital Management, LLC | Austin | $1.57 billion | 3,766 | 30 | Not listed | (512) 628-2300 | adviserinfo.sec.gov | |
| Annandale Capital, LLC | Dallas | $1.55 billion | 220 | 5 | Not listed | (214) 523-5000 | annandalecap.com | adviserinfo.sec.gov |
| Hodges Capital Management Inc | Dallas | $1.55 billion | 482 | 20 | Not listed | (888) 878-4426 | hodgescapital.com | adviserinfo.sec.gov |
| Ycg, LLC | Austin | $1.54 billion | 264 | 9 | Not listed | (512) 505-2347 | adviserinfo.sec.gov | |
| Greenbrier Partners Capital Management, LLC | Dallas | $1.54 billion | 1 | 4 | 1 | (214) 720-2060 | adviserinfo.sec.gov | |
| Kings Path Partners LLC | Sugar Land | $1.53 billion | 589 | 8 | Not listed | (832) 500-3101 | kingspath.com | adviserinfo.sec.gov |
| Capital Creek Partners | Austin | $1.52 billion | 789 | 24 | 13 | (512) 316-3397 | adviserinfo.sec.gov | |
| Ancient Art, L.P. | Austin | $1.50 billion | 1 | 11 | 1 | (512) 351-4440 | tetoncapital.net | adviserinfo.sec.gov |
| Wallace Capital Management, Inc. | Dallas | $1.49 billion | 491 | 7 | 1 | (214) 303-0200 | adviserinfo.sec.gov | |
| Ranger Investment Management,L.P. | Dallas | $1.48 billion | 20 | 15 | 1 | (214) 871-5260 | rangerinvestments.com | adviserinfo.sec.gov |
| Cypress Point Wealth Management, LLC | Dallas | $1.47 billion | 1,092 | 12 | 3 | (214) 736-8887 | cypresspointwealth.com | adviserinfo.sec.gov |
| Twin Tree Management, LP | Dallas | $1.46 billion | 3 | 8 | 1 | (214) 979-2313 | adviserinfo.sec.gov | |
| Rhame & Gorrell Wealth Management | The Woodlands | $1.44 billion | 3,020 | 34 | Not listed | (832) 789-1100 | adviserinfo.sec.gov | |
| Chambers Energy Capital | Houston | $1.41 billion | 5 | 6 | 5 | (713) 554-6770 | chambersenergycapital.com | adviserinfo.sec.gov |
| Smith Group Asset Management, LLC | Dallas | $1.41 billion | 2,320 | 14 | Not listed | (214) 880-4600 | cantorassetmanagement.com | adviserinfo.sec.gov |
| Hudson Way Capital Management, LLC | Dallas | $1.40 billion | 7 | 10 | 4 | (214) 984-5180 | hwcapital.com | adviserinfo.sec.gov |
| 49 Financial | Austin | $1.40 billion | 6,257 | 167 | Not listed | (512) 241-7341 | adviserinfo.sec.gov | |
| Howard Financial Services, LTD. | Dallas | $1.40 billion | 1,276 | 24 | 31 | (214) 346-0785 | hfs-wm.com | adviserinfo.sec.gov |
| Alterna Wealth Management, Inc. | Houston | $1.40 billion | 1,316 | 55 | Not listed | (713) 885-9843 | alternawealthmanagement.com | adviserinfo.sec.gov |
| Double Eagle Family Offices, LLC | Fort Worth | $1.40 billion | 114 | 6 | 9 | (817) 928-3260 | adviserinfo.sec.gov | |
| Recurrent Investment Advisors LLC | Houston | $1.38 billion | 21 | 6 | Not listed | (832) 241-5900 | recurrentfunds.com | adviserinfo.sec.gov |
| Level Four Capital Management | Dallas | $1.38 billion | 3,533 | 9 | Not listed | (866) 834-1040 | adviserinfo.sec.gov | |
| Mountain Capital Management, LLC | Houston | $1.37 billion | 12 | 8 | 12 | (713) 357-9660 | mountainlp.com | adviserinfo.sec.gov |
| BH Credit Management LLC | Dallas | $1.37 billion | 3 | 55 | 3 | (214) 665-1900 | barrowhanley.com | adviserinfo.sec.gov |
| Roosevelt Capital Management LLC | Dallas | $1.37 billion | 176 | 2 | Not listed | (214) 871-2666 | adviserinfo.sec.gov | |
| Penn Davis McFarland Inc | Dallas | $1.36 billion | 549 | 10 | Not listed | (214) 871-2772 | pdavis.org | adviserinfo.sec.gov |
| Weathergage Capital, LLC | Austin | $1.36 billion | 11 | 4 | 8 | (650) 440-3630 | adviserinfo.sec.gov | |
| Citation | Dallas | $1.36 billion | 10 | 14 | 7 | (469) 607-0253 | citation.capital | adviserinfo.sec.gov |
| Symphony Financial, LTD. Co. | Houston | $1.35 billion | 4,178 | 26 | Not listed | (281) 272-6800 | thegreensagegroup.com | adviserinfo.sec.gov |
| Quadcap Wealth Management, LLC | Frisco | $1.34 billion | 1,974 | 23 | Not listed | (972) 818-2400 | quadcapwm.com | adviserinfo.sec.gov |
| FMP Wealth Advisers | Austin | $1.34 billion | 2,806 | 14 | 2 | (512) 329-5174 | fmprofessionals.com | adviserinfo.sec.gov |
| Victory Financial | Austin | $1.34 billion | 6,805 | 47 | Not listed | (512) 763-7671 | steadfastwealthplanning.com | adviserinfo.sec.gov |
| Allied Industrial Partners | Houston | $1.33 billion | 9 | 12 | 9 | (832) 415-9055 | adviserinfo.sec.gov | |
| Callahan Advisors, LLC | Houston | $1.33 billion | 1,357 | 11 | Not listed | (713) 572-3366 | adviserinfo.sec.gov | |
| Beacon Financial Group | Dallas | $1.30 billion | 2,152 | 18 | Not listed | (972) 726-9888 | adviserinfo.sec.gov | |
| Meristead Wealth, LLC | Westlake | $1.29 billion | 3,714 | 34 | 3 | (646) 854-4370 | meristead.com | adviserinfo.sec.gov |
| Trigate Management LLC | Dallas | $1.28 billion | 10 | 20 | 10 | (214) 615-3355 | trigatecapital.com | adviserinfo.sec.gov |
| Blue Sage Capital | Austin | $1.26 billion | 5 | 16 | 5 | (512) 536-1900 | bluesage.com | adviserinfo.sec.gov |
| Webs Creek Capital Management LP | Dallas | $1.25 billion | 11 | 9 | 2 | (972) 546-2504 | webscreekcapital.com | adviserinfo.sec.gov |
| Amberjack Capital Partners, L.P. | Houston | $1.25 billion | 16 | 12 | 14 | (281) 605-3900 | amberjackcapital.com | adviserinfo.sec.gov |
| Lear Investment Management | Dallas | $1.24 billion | 945 | 7 | Not listed | (214) 445-5900 | adviserinfo.sec.gov | |
| BWCP, LP | Dallas | $1.23 billion | 7 | 11 | 1 | (214) 238-5792 | bwcpfund.com | adviserinfo.sec.gov |
| Pcim Realty Advisors, LLC | Addison | $1.22 billion | 4 | 19 | Not listed | (972) 866-7577 | adviserinfo.sec.gov | |
| Parkway Wealth Management Group, LLC | Plano | $1.22 billion | 4,399 | 27 | Not listed | (972) 502-9340 | adviserinfo.sec.gov | |
| Childress Capital Advisors, LLC | Houston | $1.21 billion | 146 | 9 | Not listed | (832) 404-2104 | adviserinfo.sec.gov | |
| Autumn Lane Advisors, LLC | Houston | $1.20 billion | 926 | 7 | 13 | (713) 636-2075 | adviserinfo.sec.gov | |
| Crossmark Wealth Management, LLC | Houston | $1.19 billion | 723 | 6 | Not listed | (713) 260-9000 | crossmarkwealth.com | adviserinfo.sec.gov |
| Wpwealth LLP | Fort Worth | $1.17 billion | 1,622 | 18 | Not listed | (817) 259-9100 | adviserinfo.sec.gov | |
| The Capstreet Group, LLC | Houston | $1.16 billion | 5 | 24 | 5 | (713) 332-2700 | adviserinfo.sec.gov | |
| Sarofim Realty Advisors LLC | Houston | $1.16 billion | 4 | 7 | 2 | (713) 654-4484 | sraco.com | adviserinfo.sec.gov |
| Academy Capital Management | Waco | $1.16 billion | 996 | 9 | Not listed | (254) 751-0555 | academycapitalmgmt.com | adviserinfo.sec.gov |
| Arkos Global Advisors, LLC | Houston | $1.15 billion | 444 | 17 | Not listed | (346) 352-2360 | adviserinfo.sec.gov | |
| Virtus Real Estate LLC | Austin | $1.14 billion | 4 | 41 | 4 | (512) 891-1230 | virtusre.com | adviserinfo.sec.gov |
| Oak Harvest Investment Services | Houston | $1.14 billion | 2,927 | 44 | Not listed | (281) 822-1350 | adviserinfo.sec.gov | |
| HM International L.L.C. | Austin | $1.13 billion | 5 | 8 | 5 | (918) 664-1914 | hmintl.com | adviserinfo.sec.gov |
| Insight Wealth Partners | Plano | $1.12 billion | 3,209 | 16 | Not listed | (972) 543-4800 | insightwp.com | adviserinfo.sec.gov |
| Brigham Management, LLC | Austin | $1.11 billion | 11 | 39 | 11 | (512) 871-1001 | brighamexploration.com | adviserinfo.sec.gov |
| The Clarus Group | Houston | $1.10 billion | 1,786 | 14 | Not listed | (713) 621-3500 | claruswealthgroup.com | adviserinfo.sec.gov |
| Integrity Advisory Solutions | Dallas | $1.10 billion | 4,143 | 113 | Not listed | (214) 919-2165 | integritywealthsolutions.com | adviserinfo.sec.gov |
| Coppell Advisory Solutions LLC | Dallas | $1.10 billion | 8,848 | 87 | Not listed | (817) 888-8020 | fusioncm.com | adviserinfo.sec.gov |
| Enclave Advisors, LLC | Austin | $1.10 billion | 412 | 6 | Not listed | (512) 527-3105 | adviserinfo.sec.gov | |
| Nexpoint Real Estate Advisors X, L.P. | Dallas | $1.10 billion | 1 | 2 | Not listed | (214) 276-6300 | adviserinfo.sec.gov | |
| Presidio Investors LLC | Austin | $1.09 billion | 14 | 13 | 14 | (512) 772-1725 | presidioinvestors.com | adviserinfo.sec.gov |
| Holt Capital Partners, L.P. | Fort Worth | $1.09 billion | 142 | 6 | 1 | (817) 877-1430 | holtcap.com | adviserinfo.sec.gov |
| McGowan Group Asset Management, Inc. | Dallas | $1.08 billion | 4,773 | 9 | Not listed | (214) 720-4400 | adviserinfo.sec.gov | |
| Austin Wealth Management, LLC | Austin | $1.08 billion | 3,034 | 18 | Not listed | (512) 467-2000 | adviserinfo.sec.gov |
Advisers in Texas that manage private funds
688 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Sali Fund Services | Austin | TX | 240 | 94 | 85 | 1 | 13 | $42.40 billion | $45.99 billion | adviserinfo.sec.gov |
| The Launch Partnership, LLC | Austin | TX | 219 | Not listed | Not listed | 219 | Not listed | $212.2 million | Not listed | adviserinfo.sec.gov |
| Sixth Street Advisers, LLC | Dallas | TX | 160 | 4 | 123 | Not listed | Not listed | $90.51 billion | $101.61 billion | adviserinfo.sec.gov |
| NB Alternatives Advisers LLC | Dallas | TX | 159 | 5 | 154 | Not listed | Not listed | $80.45 billion | $160.24 billion | adviserinfo.sec.gov |
| Life Investors Management Company, LP | Southlake | TX | 133 | Not listed | 133 | Not listed | Not listed | $160.8 million | Not listed | adviserinfo.sec.gov |
| TPG Capital Advisors, LLC | Fort Worth | TX | 127 | Not listed | 127 | Not listed | Not listed | $141.38 billion | $140.57 billion | adviserinfo.sec.gov |
| Harris Preston & Partners, LLC | Austin | TX | 109 | Not listed | 109 | Not listed | Not listed | $703.4 million | $799.2 million | adviserinfo.sec.gov |
| CAZ Investments L.P. | Houston | TX | 107 | 36 | 69 | Not listed | 2 | $10.89 billion | $10.83 billion | adviserinfo.sec.gov |
| Affinius Capital LLC | San Antonio | TX | 94 | Not listed | Not listed | Not listed | 94 | $26.15 billion | $30.44 billion | adviserinfo.sec.gov |
| RCP Advisors 2, LLC | Dallas | TX | 75 | Not listed | 71 | Not listed | Not listed | $19.82 billion | $18.21 billion | adviserinfo.sec.gov |
| Quantum Capital Group | Houston | TX | 71 | Not listed | 71 | Not listed | Not listed | $27.74 billion | $28.77 billion | adviserinfo.sec.gov |
| Eight Partners VC, LLC | Austin | TX | 65 | Not listed | 2 | 63 | Not listed | $13.38 billion | $13.38 billion | adviserinfo.sec.gov |
| Cayetano Development, LLC | Austin | TX | 64 | Not listed | Not listed | Not listed | 64 | $666.6 million | $666.6 million | adviserinfo.sec.gov |
| Ehrenberg Chesler Investment Advisors LLC | San Antonio | TX | 62 | Not listed | Not listed | Not listed | Not listed | $120.1 million | Not listed | adviserinfo.sec.gov |
| Civitas Capital Management, LLC | Dallas | TX | 61 | 59 | 2 | Not listed | Not listed | $132.4 million | $578.6 million | adviserinfo.sec.gov |
| Trinity Investors Fund Advisors, LLC | Southlake | TX | 56 | Not listed | 54 | Not listed | 2 | $588 million | $606.6 million | adviserinfo.sec.gov |
| Hudson Advisors | Dallas | TX | 55 | 32 | 21 | 1 | 1 | $901.8 million | $36.39 billion | adviserinfo.sec.gov |
| Kayne Anderson Capital Advisors, L.P. | Houston | TX | 54 | 20 | 32 | Not listed | Not listed | $12.51 billion | $14.29 billion | adviserinfo.sec.gov |
| Transpose Platform Management, LLC | Katy | TX | 54 | Not listed | 23 | 31 | Not listed | $3.63 billion | $2.65 billion | adviserinfo.sec.gov |
| Learn Capital | Austin | TX | 54 | Not listed | Not listed | 54 | Not listed | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Hc2 Capital, LLC | Dallas | TX | 50 | Not listed | 50 | Not listed | Not listed | $251.6 million | $251.6 million | adviserinfo.sec.gov |
| Trinitas Capital Management | Dallas | TX | 45 | Not listed | Not listed | Not listed | Not listed | $19.56 billion | $19.56 billion | adviserinfo.sec.gov |
| Mercury Fund | Houston | TX | 45 | Not listed | Not listed | 45 | Not listed | $740.7 million | Not listed | adviserinfo.sec.gov |
| Sagestreet | Houston | TX | 44 | Not listed | 44 | Not listed | Not listed | $158.3 million | Not listed | adviserinfo.sec.gov |
| Crescent Real Estate LLC | Fort Worth | TX | 43 | Not listed | Not listed | Not listed | 43 | $6.58 billion | $5.11 billion | adviserinfo.sec.gov |
| Ara Partners | Houston | TX | 41 | Not listed | 41 | Not listed | Not listed | $7.92 billion | $6.79 billion | adviserinfo.sec.gov |
| Augment Advisors, LLC | Austin | TX | 38 | Not listed | 38 | Not listed | Not listed | $342.6 million | $342.6 million | adviserinfo.sec.gov |
| LFG Capital Management LLC | Dallas | TX | 38 | Not listed | Not listed | 38 | Not listed | $28.6 million | Not listed | adviserinfo.sec.gov |
| Crestline Management, L.P. | Fort Worth | TX | 37 | 30 | 2 | Not listed | Not listed | $12.58 billion | $22.51 billion | adviserinfo.sec.gov |
| BSV Special Entity Management | Dallas | TX | 37 | Not listed | Not listed | 37 | Not listed | $103.1 million | Not listed | adviserinfo.sec.gov |
| True North Advisors, LLC | Dallas | TX | 34 | 5 | Not listed | 4 | 8 | $1.08 billion | $5.42 billion | adviserinfo.sec.gov |
| Lone Star Funds | Dallas | TX | 33 | 15 | 17 | Not listed | 1 | $39.91 billion | $35.73 billion | adviserinfo.sec.gov |
| TPG Real Estate Advisors, LLC | Fort Worth | TX | 33 | Not listed | Not listed | Not listed | 33 | $16.97 billion | $16.97 billion | adviserinfo.sec.gov |
| The Energy & Minerals Group LP | Houston | TX | 33 | Not listed | 33 | Not listed | Not listed | $13.11 billion | $12.02 billion | adviserinfo.sec.gov |
| Legacy Knight Mfo, LLC | Dallas | TX | 33 | Not listed | 27 | Not listed | 3 | $942.3 million | $2.85 billion | adviserinfo.sec.gov |
| Howard Financial Services, LTD. | Dallas | TX | 31 | 1 | Not listed | Not listed | 20 | $224.2 million | $1.40 billion | adviserinfo.sec.gov |
| Peak Rock Capital LLC | Austin | TX | 29 | Not listed | 29 | Not listed | Not listed | $7.47 billion | $7.28 billion | adviserinfo.sec.gov |
| Crow Holdings Capital | Dallas | TX | 28 | 28 | Not listed | Not listed | Not listed | $11.83 billion | $14.45 billion | adviserinfo.sec.gov |
| Disruptive Technology Advisers LLC | Dallas | TX | 28 | Not listed | Not listed | Not listed | Not listed | $3.12 billion | $7.68 billion | adviserinfo.sec.gov |
| Pennybacker Capital Management, LLC | Austin | TX | 28 | Not listed | 6 | Not listed | 22 | $4.49 billion | $4.86 billion | adviserinfo.sec.gov |
Newest SEC registrations in Texas
28 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Puthouse | Austin | TX | October 30, 2026 | $973,828 | adviserinfo.sec.gov | |
| Driftmark Capital | Dallas | TX | October 22, 2026 | Not listed | driftmarkcap.com | adviserinfo.sec.gov |
| Three Oaks Advisory Group, LLC | Richardson | TX | October 20, 2026 | Not listed | threeoaksadvisory.com | adviserinfo.sec.gov |
| Gravity Advisers LLC | Houston | TX | October 20, 2026 | Not listed | gravity.markets | adviserinfo.sec.gov |
| Cleros Wealth Partners, LLC | Fort Worth | TX | October 15, 2026 | Not listed | adviserinfo.sec.gov | |
| Purpose Capital Management, LLC | Dallas | TX | October 8, 2026 | $2.00 billion | purposecapitalmgmt.com | adviserinfo.sec.gov |
| Piccolo Investment Consulting, LLC | Denton | TX | October 6, 2026 | $110 million | picinvesting.com | adviserinfo.sec.gov |
| Ask Capital Investment Managers | Amarillo | TX | September 25, 2026 | $110.4 million | adviserinfo.sec.gov | |
| 24a Capital Management LLC | Houston | TX | September 25, 2026 | Not listed | 24acapital.com | adviserinfo.sec.gov |
| Holm & Baucom Wealth Advisors, LLC | Victoria | TX | September 18, 2026 | Not listed | holmbaucomwealth.com | adviserinfo.sec.gov |
| Herndon Plant Oakley LTD | Corpus Christi | TX | September 11, 2026 | $155.4 million | hpo.com | adviserinfo.sec.gov |
| Blue Orca, LLC | Austin | TX | September 2, 2026 | $232.2 million | adviserinfo.sec.gov | |
| Murray Securities, Inc. | Tyler | TX | September 1, 2026 | $116.6 million | murraysecuritiesinc.com | adviserinfo.sec.gov |
| Eagle Financial Advisors, LLC | Frisco | TX | September 1, 2026 | $113.1 million | eaglefinancialadvisors.net | adviserinfo.sec.gov |
| Vantheon | Austin | TX | August 27, 2026 | Not listed | vantheon.ai | adviserinfo.sec.gov |
| Alphaengine Global Investment Solution LLC | Plano | TX | August 27, 2026 | Not listed | alphaengine.net | adviserinfo.sec.gov |
| Canyon Abf Manager LLC | Dallas | TX | August 21, 2026 | $300 million | canyonpartners.com | adviserinfo.sec.gov |
| Crux Capital LTD | Dallas | TX | August 14, 2026 | $427.6 million | crux-cap.com | adviserinfo.sec.gov |
| Integra Wealth Advisors, LLC | Houston | TX | August 11, 2026 | $117.3 million | integrawealthadvisors.com | adviserinfo.sec.gov |
| Redfish Capital | Cypress | TX | August 6, 2026 | $119 million | redfish-cap.com | adviserinfo.sec.gov |
| Covalence Investment Partners, L.P. | Houston | TX | August 6, 2026 | $238.4 million | covalenceip.com | adviserinfo.sec.gov |
| Westmont Advisory, LLC | Flower Mound | TX | August 5, 2026 | $100 million | westmontadvisory.co | adviserinfo.sec.gov |
| Pontem Investment Management Company | Houston | TX | August 5, 2026 | $279.1 million | pontemec.com | adviserinfo.sec.gov |
| Mytimeequity | Plano | TX | August 5, 2026 | $184 million | mytimeequity.com | adviserinfo.sec.gov |
| Mission Trail Capital Management, LLC | Austin | TX | August 5, 2026 | $214.5 million | missiontrailcapital.com | adviserinfo.sec.gov |
Cities in Texas
| City | Advisers | AUM |
|---|---|---|
| Dallas | 378 | $1.03 trillion |
| Houston | 289 | $492.98 billion |
| Austin | 247 | $1.47 trillion |
| Fort Worth | 59 | $500.65 billion |
| San Antonio | 56 | $359.84 billion |
| Plano | 41 | $459.52 billion |
| The Woodlands | 25 | $18.74 billion |
| Southlake | 22 | $9.52 billion |
| Frisco | 13 | $13.33 billion |
| Richardson | 10 | $4.41 billion |
More ways to read Texas
- Advisers in Texas with $10 billion to $100 billion in AUM
- Advisers in Texas with $1 billion to $10 billion in AUM
- Advisers in Texas with $500 million to $1 billion in AUM
- Advisers in Texas with $100 million to $500 million in AUM
- Advisers in Texas with $50 million to $100 million in AUM
- Advisers in Texas serving individuals
- Advisers in Texas serving high net worth individuals
- Advisers in Texas serving banks and thrifts
- Advisers in Texas serving investment companies
- Advisers in Texas serving business development companies
- Advisers in Texas serving pooled investment vehicles
- Advisers in Texas serving pension and profit sharing plans
- Advisers in Texas serving charitable organizations
- Advisers in Texas serving state and municipal governments
- Advisers in Texas serving other investment advisers
- Advisers in Texas serving insurance companies
- Advisers in Texas serving corporations and other businesses
- Private fund advisers in Texas
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.