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Investment advisers in Texas: 1,337 firms, page 2

The full lists. Investment advisers in Texas: 1,337 rows, $66.85, or the new rows each week for $19 a month. Investment advisers (SEC registered and exempt reporting): 24,111 rows, $321.11, or the new rows each week for $19 a month. $10 of credit on sign-up, no card. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 17 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.

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Updated November 10, 2026. Source: the SEC's Form ADV data files for investment advisers.

Largest advisers by AUM, 301 to 600 of 1,337, in the same order as page 1.

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.

Largest advisers by AUM, page 2

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Uptick Partners, LLCNacogdoches$1.06 billion3,88625Not listed(936) 800-0800adviserinfo.sec.gov
Avidity Partners Management LPDallas$1.06 billion793(214) 550-1696adviserinfo.sec.gov
Bsip SLP GP, LLCFrisco$1.06 billion172017(469) 421-8060bluestarinnovationpartners.comadviserinfo.sec.gov
Sequent Asset Management, LLCHouston$1.06 billion3353Not listed(713) 467-0008sequentasset.comadviserinfo.sec.gov
Bayou City EnergyHouston$1.05 billion797(713) 400-8200adviserinfo.sec.gov
Paragon Financial AdvisorsCollege Station$1.05 billion2,69617Not listed(979) 693-3907adviserinfo.sec.gov
Biglari Capital Corp.San Antonio$1.04 billion242(210) 344-3400adviserinfo.sec.gov
Esp Investment Advisors LLCDallas$1.04 billion3163(214) 987-6100energyspectrum.comadviserinfo.sec.gov
Rogers Wealth Group, Inc.Fort Worth$1.04 billion87621Not listed(817) 334-0351rogers401k.comadviserinfo.sec.gov
Prosight CapitalDallas$1.04 billion652(214) 468-0008prosightcapital.comadviserinfo.sec.gov
Perryman Financial Advisory, Inc.Dallas$1.02 billion5268Not listed(972) 770-4800billperryman.comadviserinfo.sec.gov
Soundwatch Capital, LLCDallas$1.02 billion3305Not listed(646) 442-9655soundwatchfunds.comadviserinfo.sec.gov
Edge Natural Resources LLCDallas$1.02 billion7144(469) 331-0123edgenr.comadviserinfo.sec.gov
Enervest Investment Services, L.L.C.Houston$1.01 billion83164(713) 659-3500enervest.netadviserinfo.sec.gov
Teamwork Financial Advisors, LLCSan Antonio$1.01 billion4,64826Not listed(210) 687-1333teamworkfinancial.comadviserinfo.sec.gov
Renovo Capital, LLCDallas$1.01 billion8148(214) 699-4960renovocapital.comadviserinfo.sec.gov
Pelican Energy PartnersHouston$1.01 billion6296(713) 559-7110pelicanenergypartners.comadviserinfo.sec.gov
Avion WealthThe Woodlands$984.6 million1,70215Not listed(281) 528-1200adviserinfo.sec.gov
Bentoak CapitalWeatherford$969.8 million2,03920Not listed(817) 550-6750bentoakcapital.comadviserinfo.sec.gov
Revival Healthcare Capital LLCAustin$964.3 million6126(512) 291-2111rvlhc.comadviserinfo.sec.gov
Intelligent Wealth Solutions LLCAustin$961 million3,1566Not listed(877) 699-3258adviserinfo.sec.gov
White DeerHouston$960.8 million15912(713) 581-6900whitedeerenergy.comadviserinfo.sec.gov
Militia Capital Management, LLCAustin$958.6 million171(213) 444-9705militiacapital.comadviserinfo.sec.gov
MBR FinancialHouston$956.4 million1,51610Not listed(832) 667-8787mbrfinancial.comadviserinfo.sec.gov
Arvin Capital Management LPAustin$953.4 million671(212) 548-3950arvincap.comadviserinfo.sec.gov
Petrocap, LLCDallas$949.1 million7157(214) 871-7967aplomadopartners.comadviserinfo.sec.gov
Disciplined Investors, L.L.C.Waco$941.6 million1,6328Not listed(254) 265-7410dinvestors.comadviserinfo.sec.gov
Ascension Capital Advisors, Inc.Houston$938.5 million67010Not listed(713) 952-6900ascensioncapital.comadviserinfo.sec.gov
Pabrai Investment FundsWest Lake Hills$936.3 million835(512) 999-7110adviserinfo.sec.gov
Ara GC Partners, LLCHouston$935.9 million112311(713) 337-9150adviserinfo.sec.gov
Vaquero Private Wealth, LTD.Dallas$928.9 million7399Not listed(214) 269-7855adviserinfo.sec.gov
Strategic Financial Concepts, LLCSan Antonio$927.7 million3,82441Not listed(210) 737-7800adviserinfo.sec.gov
Lavaca Capital, LLCHouston$927.1 million3342(713) 904-4027adviserinfo.sec.gov
Coyle Capital, LLCLakeway$925.2 million7357Not listed(512) 522-9043adviserinfo.sec.gov
Keller Wealth AdvisorsVictoria$923.1 million1,32810Not listed(361) 573-4383adviserinfo.sec.gov
Goodman Financial CorporationHouston$915.9 million91326Not listed(713) 599-1777adviserinfo.sec.gov
Christopher & Co., LLCAustin$913.8 million25825(512) 785-9710astoconsumer.comadviserinfo.sec.gov
Braemont CapitalDallas$913 million7177(214) 833-8883braemont.comadviserinfo.sec.gov
Briaud Financial AdvisorsCollege Station$912.8 million2,44116Not listed(979) 260-9771briaud.comadviserinfo.sec.gov
Brookmont Capital ManagementDallas$910.5 million1374Not listed(214) 953-0190brookmont.comadviserinfo.sec.gov
Gerald Baker Financial Group, L.L.C.Dba Baker Financial ServicesArlington$909.3 million1,3477Not listed(817) 861-7099bakerfinancial.netadviserinfo.sec.gov
Richard P. Slaughter Associates, Inc.Austin$905.2 million1,56414Not listed(512) 918-0000adviserinfo.sec.gov
Distributed Global Manager LPAustin$902.7 million171212(213) 725-7514adviserinfo.sec.gov
Riata Capital Group, LLCDallas$901.1 million151915(214) 740-3600riatacapital.comadviserinfo.sec.gov
Gec Advisors LLCHouston$892.1 million1058(713) 993-7222adviserinfo.sec.gov
Commerce Street Investment ManagementDallas$891.3 million64142(214) 545-6800commercestreetholdings.comadviserinfo.sec.gov
Lwo LLCDallas$890.8 million6236(605) 380-5347longwateropportunities.comadviserinfo.sec.gov
Bluescape Energy Partners LLCDallas$890.4 million696(469) 398-2200adviserinfo.sec.gov
Erguz, LLCThe Woodlands$889 million1591Not listed(832) 631-6284erguz.comadviserinfo.sec.gov
Strata Wealth Advisors, LLCDallas$886.1 million96114Not listed(214) 420-7020stratawealth.comadviserinfo.sec.gov
Insight Equity Management Company LLCSouthlake$885.9 million182117(817) 488-7775insightequity.comadviserinfo.sec.gov
CFM Wealth Partners LLCAustin$885.8 million6613Not listed(512) 366-3925cfmwealth.comadviserinfo.sec.gov
Robert Harrell, IncorporatedAustin$885.3 million675Not listed(512) 795-9100harrell.comadviserinfo.sec.gov
Optas, LLCDripping Springs$881.9 million6859Not listed(888) 284-7139adviserinfo.sec.gov
Alongside, LLCAustin$878.6 million3,9033Not listed(512) 241-7341adviserinfo.sec.gov
Alpha Capital ManagementAustin$871.4 million1,3169Not listed(512) 322-9318alphacapm.comadviserinfo.sec.gov
Pine Valley Capital Partners LLCAustin$869.6 million12108(737) 497-3710adviserinfo.sec.gov
Probity Advisors, Inc.Dallas$859.4 million1,1449Not listed(214) 891-8131probityadvisors.comadviserinfo.sec.gov
Grey Rock Management Partners IV, LLCDallas$856.7 million9299(214) 396-2850grey-rock.comadviserinfo.sec.gov
CPMG, Inc.Dallas$855.8 million26726(214) 871-6829adviserinfo.sec.gov
ApeironDallas$852 million2,38717Not listed(972) 421-2068adviserinfo.sec.gov
Adams Asset Advisors LLCDallas$839.4 million1184Not listed(214) 360-7410adviserinfo.sec.gov
Ironarc Management, LLCAustin$834.1 million23823(206) 450-7899ironarcventures.comadviserinfo.sec.gov
Climate InvestmentHouston$831.4 million4354(713) 402-8266adviserinfo.sec.gov
Centergate CapitalAustin$828.3 million5295(512) 717-7100centergatecapital.comadviserinfo.sec.gov
Madden Asset ManagementDallas$826 million5463Not listed(214) 855-5335adviserinfo.sec.gov
Platform Partners LLCHouston$824.8 million2222(713) 335-2300platformllc.comadviserinfo.sec.gov
Highcrest Capital, LLCFredericksburg$823.7 million2202(830) 214-2770highcrestcapital.comadviserinfo.sec.gov
Nexannuity Asset Management, L.P.Dallas$823.4 million34Not listed(214) 276-6300adviserinfo.sec.gov
Alta Fox Capital Management, LLCFort Worth$821.4 million282(817) 350-4230adviserinfo.sec.gov
Assetbuilder, Inc.Allen$812.7 million1,66512Not listed(972) 535-4040adviserinfo.sec.gov
Franklin, Parlapiano, Turner & Welch LLCHouston$811.5 million1059Not listed(281) 599-3129ftwllc.comadviserinfo.sec.gov
Tanglewood Legacy Advisors, LLCHouston$809 million5639Not listed(713) 599-4999family-cfo.comadviserinfo.sec.gov
Nokomis Capital, L.L.C.Dallas$804.2 million251(972) 590-4100adviserinfo.sec.gov
Moss, Luse & Womble, LLCPlano$803.2 million87442Not listed(972) 674-2584mlwfinancial.comadviserinfo.sec.gov
Clear Trail Advisors, LLCHouston$803.1 million2,0647Not listed(713) 893-9870adviserinfo.sec.gov
Elsewhere Partners, LLCAustin$803 million112211(512) 481-4035adviserinfo.sec.gov
Harris Preston & Partners, LLCAustin$799.2 million10915109(512) 505-4111harrispreston.comadviserinfo.sec.gov
Saturn V Capital Management LPAustin$793.2 million463(415) 738-4435adviserinfo.sec.gov
Softvest AdvisorsAbilene$788.2 million676(325) 677-6177adviserinfo.sec.gov
Cresta AdvisorsLaredo$786 million63012Not listed(956) 267-8130adviserinfo.sec.gov
Pin Oak Investment Advisors IncHouston$784.8 million3221212(713) 871-8300pinoak.comadviserinfo.sec.gov
Hourglass Capital, LLCHouston$768.9 million2456Not listed(713) 936-0440hourglasscapital.comadviserinfo.sec.gov
Urban Fund Management, LLCPlano$767.8 million9678(972) 543-8812urbanoilandgas.comadviserinfo.sec.gov
Paratus Financial, Inc.Dallas$757.4 million7038Not listed(214) 378-7400paratusfinancial.comadviserinfo.sec.gov
Westwood Wealth ManagementDallas$749.5 million4676214(214) 756-6900adviserinfo.sec.gov
Autumn Glory Partners, LLCDallas$747.6 million1752Not listed(214) 378-1212autumnglorypartners.comadviserinfo.sec.gov
Pax Financial GroupSan Antonio$747.1 million3,90022Not listed(210) 881-5700player.fmadviserinfo.sec.gov
Crossplane Capital Management, LPDallas$736.2 million4194(817) 995-8462crossplanecapital.comadviserinfo.sec.gov
Thomist Capital Management, LPHouston$736.2 million2101(832) 678-2412thomistcapital.comadviserinfo.sec.gov
Virtus Family OfficeEl Paso$726.9 million21152(915) 730-3885adviserinfo.sec.gov
Haddington Ventures, LLCHouston$726.4 million494(713) 532-7992hvllc.comadviserinfo.sec.gov
Bridge Capital AdvisorsHouston$725.2 million93Not listed(281) 356-0193bridgecapitalglobal.comadviserinfo.sec.gov
Wealthstar Advisors, LLCPlano$723.6 million1,8258Not listed(972) 372-2935adviserinfo.sec.gov
Doliver Advisors, L.P.Houston$718.4 million237815(713) 917-0022doliveradvisors.comadviserinfo.sec.gov
Main Street Retirement Planning, LLCCoppell$716.6 million2,9273Not listed(972) 393-0376adviserinfo.sec.gov
Carlson Capital, L.P.Dallas$710.8 million162611(214) 932-9600carlsoncapital.comadviserinfo.sec.gov
Manske Wealth Management, LLCHouston$707.3 million50213Not listed(713) 581-1994manskewealth.comadviserinfo.sec.gov
Corrigo Investment Partners, LLCAustin$707.2 million363(212) 924-3640adviserinfo.sec.gov
E & G Advisors, LLCHouston$706.9 million8264Not listed(713) 880-5819eandgadvisors.comadviserinfo.sec.gov
Latticework Capital Management LLCDallas$705.1 million6126(917) 676-6742latticeworkcapital.comadviserinfo.sec.gov
CCC Advisors, LLCAustin$703.3 million141414(512) 412-3300cottoncreekcapital.comadviserinfo.sec.gov
Lauterbach Financial Advisors, LLCEl Paso$700.3 million1,0385Not listed(915) 544-6950lfa-ia.comadviserinfo.sec.gov
Aethon Energy ManagementDallas$700.1 million575(214) 750-3820adviserinfo.sec.gov
Ikarian CapitalDallas$698 million581(214) 276-0670adviserinfo.sec.gov
Diesslin Group, Inc.Fort Worth$696.3 million1,117122(817) 332-6122diesslin.comadviserinfo.sec.gov
LP Investment Management, LLCDallas$696.1 million42Not listed(214) 987-8234adviserinfo.sec.gov
Optimum Quantvest CorporationDallas$695.1 million154Not listed(263) 381-5677optimumgam.comadviserinfo.sec.gov
Precedent Wealth Partners, LLCHouston$685 million79012Not listed(713) 244-6450precedentwealth.comadviserinfo.sec.gov
Dash InvestmentsPlano$681.6 million1,2959Not listed(800) 549-3227adviserinfo.sec.gov
Century Management Financial AdvisorsAustin$679.5 million73716Not listed(512) 329-0050centman.comadviserinfo.sec.gov
Saxon Financial GroupHouston$679.1 million1,85919Not listed(713) 425-5340adviserinfo.sec.gov
Brasada Capital Management, LPHouston$679.1 million912141(713) 630-8390brasadacapital.comadviserinfo.sec.gov
Signal Securities, Inc.Fort Worth$679.1 million1,92035Not listed(817) 877-4256mikemoynihanadvisor.comadviserinfo.sec.gov
Valinor Wealth ManagementPlano$678.3 million1,1991Not listed(469) 480-7904adviserinfo.sec.gov
9823 Capital, LPDallas$677.1 million1964(214) 849-58009823.capitaladviserinfo.sec.gov
Waterway Wealth Management, L.L.C.The Woodlands$675.8 million1,07311Not listed(281) 363-0000waterwaywealth.comadviserinfo.sec.gov
The Goff Financial GroupHouston$674.4 million6464Not listed(713) 850-8900gofffinancial.comadviserinfo.sec.gov
Oakwell Private Wealth ManagementAustin$668.1 million45317Not listedoakwellpwm.comadviserinfo.sec.gov
Cayetano Development, LLCAustin$666.6 million644664(512) 600-3119adviserinfo.sec.gov
McElhenny Sheffield Capital Management, LLCDallas$663.2 million1,3857Not listed(214) 922-9200mscmfunds.comadviserinfo.sec.gov
Harrell Investment Partners, LLCAustin$662.4 million7666Not listed(512) 759-8000adviserinfo.sec.gov
Pender Capital Management, LLCDallas$661.4 million2141(214) 988-9914adviserinfo.sec.gov
Banorte Asset Management, Inc.Houston$661.2 million86940Not listed(713) 980-4600adviserinfo.sec.gov
St. James Investment Company, LLCSouthlake$660.6 million1,0496Not listed(214) 484-7250stjic.comadviserinfo.sec.gov
Goodlander Investment Management, LLCDallas$660.5 million761(254) 716-6313goodlanderim.comadviserinfo.sec.gov
Aspen Wealth Management, LLCFort Worth$657.8 million1,1219Not listed(817) 546-6353adviserinfo.sec.gov
Optima Asset Management IncDallas$657.4 million2732Not listed(972) 726-0400adviserinfo.sec.gov
Wela Financial AdvisorySan Antonio$657.1 million1,5489Not listed(210) 530-9599welafa.comadviserinfo.sec.gov
Early McClintic & McMillan, LLCStafford$652.2 million1,7509Not listed(281) 491-5260adviserinfo.sec.gov
Monex Asset Management, Inc.Houston$650.9 million60020Not listed(713) 877-8234monexsec.comadviserinfo.sec.gov
Sheridan Production Partners Manager III, LLCHouston$650 million320Not listed(713) 548-1000sheridanproduction.comadviserinfo.sec.gov
Reap Financial Group, LLCAustin$648.2 million3,61828Not listed(512) 249-7300reapfinancial.comadviserinfo.sec.gov
Spicewood Mineral Management, LLCDallas$644.7 million7107(214) 489-7090spicewoodpartners.comadviserinfo.sec.gov
Eldred Rock Partners, LLCSan Antonio$644.1 million81101(726) 208-0800eldredrock.comadviserinfo.sec.gov
Granite Harbor Advisors, Inc.Houston$642.1 million1,068123(832) 461-0789adviserinfo.sec.gov
The Watchman Group, Inc.Plano$639.7 million1,1288Not listed(469) 241-0122watchmangroup.comadviserinfo.sec.gov
Bellatore Financial, Inc.The Woodlands$638.7 million1,73131(877) 242-9949adviserinfo.sec.gov
Scott & Selber, Inc. Capital ManagementHouston$637.9 million3004Not listed(713) 850-1717adviserinfo.sec.gov
Clare Market Investments, LLCDallas$635.2 million6894Not listed(866) 659-1019adviserinfo.sec.gov
Stanley Capital Management, LLCHouston$634.6 million131(713) 900-3200stanleycap.comadviserinfo.sec.gov
WJ Interests, LLCSugar Land$633.5 million82810Not listed(281) 634-9400wjwealth.comadviserinfo.sec.gov
Stuart Investment Advisors, Inc.Austin$630.5 million1,0054Not listed(512) 478-2275adviserinfo.sec.gov
Davidson Capital Management, IncCorpus Christi$630.3 million9076Not listed(361) 906-0070davidsoncap.comadviserinfo.sec.gov
Crosstimbers Capital Group, LLCHouston$626.2 million201620(832) 487-0007adviserinfo.sec.gov
Sovereign Wealth Advisors LLCHouston$625.1 million1,89235Not listed(713) 527-3400sovereignwealthadvisors.comadviserinfo.sec.gov
Fca CorpHouston$623.1 million563171(713) 781-2856adviserinfo.sec.gov
Shoten Capital LPAustin$622.4 million481(512) 265-3800shotencapital.comadviserinfo.sec.gov
Corus Family Wealth Advisors, Inc.McKinney$619.5 million70010Not listed(972) 422-1010adviserinfo.sec.gov
Di Investment Management LPDallas$617.6 million4834(214) 775-4712dalfen.comadviserinfo.sec.gov
EQ Wealth AdvisorsDallas$617 million1,0376Not listed(214) 389-6750eqwealthadv.comadviserinfo.sec.gov
Freedom Day Solutions, LLCHouston$615.3 million1,3248Not listed(713) 784-3878adviserinfo.sec.gov
Trinity Investors Fund Advisors, LLCSouthlake$606.6 million56456(817) 310-2900adviserinfo.sec.gov
TLWM FinancialSan Antonio$605.4 million2,17311Not listed(877) 348-8822tlwmadvisor.comadviserinfo.sec.gov
Ackerman Capital ManagementDallas$604 million52862(214) 361-5383adviserinfo.sec.gov
Vendera Management Holdings, LLCDallas$602.8 million112811(469) 248-3079venderaresources.comadviserinfo.sec.gov
CHJ Wealth ManagementThe Woodlands$600.2 million6966Not listed(281) 298-2700chjwealthmanagement.comadviserinfo.sec.gov
Ascentis Wealth Management, LLCDallas$595.7 million8149Not listed(214) 440-3909ascentiswealth.comadviserinfo.sec.gov
SWBC Investment CompanySan Antonio$594.4 million393331(210) 376-3279swbc.comadviserinfo.sec.gov
Outlook Wealth Advisors, LLCThe Woodlands$593.7 million2,46111Not listed(281) 872-1515adviserinfo.sec.gov
Financial Gravity Family Office Services, LLCLakeway$590.5 million3,07745Not listed(800) 588-3893adviserinfo.sec.gov
Ias Wealth Management, Inc.The Woodlands$588.6 million2358Not listed(281) 364-0606iaswealth.comadviserinfo.sec.gov
Virage Capital Management LPHouston$588.3 million9126(713) 840-7700viragecm.comadviserinfo.sec.gov
KDK Private Wealth ManagementHouston$584.6 million24475(713) 391-8044adviserinfo.sec.gov
Armadillo Litigation Funding LLCHouston$581.4 million575(713) 861-7200armadillolf.comadviserinfo.sec.gov
RTW Financial Advisors IncDallas$581 million52111Not listed(972) 960-1212adviserinfo.sec.gov
Mosaic AdvisorsHouston$580.5 million27527Not listed(713) 980-4100adviserinfo.sec.gov
Civitas Capital Management, LLCDallas$578.6 million834761(214) 572-2300adviserinfo.sec.gov
Muddy Waters Capital LLCAustin$576.3 million11145(415) 429-8167adviserinfo.sec.gov
Sanders Morris LLCHouston$576.1 million35927Not listed(713) 224-3100adviserinfo.sec.gov
Lucashill, LLCDallas$575.2 million533(650) 254-8599adviserinfo.sec.gov
Lifestyle WealthFriendswood$571.2 million1,85213Not listed(281) 612-2035lsaminc.comadviserinfo.sec.gov
Act Wealth Management, LLCAllen$568.8 million6165Not listed(214) 618-2022adviserinfo.sec.gov
Generational Wealth AdvisorsRichardson$568.8 million60260Not listed(972) 378-1795talisadvisors.comadviserinfo.sec.gov
Sequel Holdings, L.P.Dallas$563 million101210(214) 292-4150sequelholdings.comadviserinfo.sec.gov
Beck Capital Management LLCAustin$562.4 million1,1109Not listed(512) 345-6789adviserinfo.sec.gov
Rog VI L.L.C.Houston$561.3 million9439(713) 874-9000adviserinfo.sec.gov
Endeavor Advisors, LLCHouston$559.5 million44710Not listed(281) 326-9902endeavor-advisors.comadviserinfo.sec.gov
Qvidtvm Management LLCThe Woodlands$555.8 million563(212) 457-9077qvidtvm.comadviserinfo.sec.gov
Digital Ascension Group, WealthDallas$555.1 million2,551704(307) 396-0295adviserinfo.sec.gov
Kercheville Advisors LLCSan Antonio$554.7 million7235Not listed(210) 694-5000kercheville.comadviserinfo.sec.gov
Suntx Capital Management Corp.Dallas$554.2 million3143(972) 663-8900suntx.comadviserinfo.sec.gov
RFG Wealth AdvisoryArgyle$553.8 million1,47111Not listed(940) 464-4104rfgwealthadvisory.comadviserinfo.sec.gov
Nexus One Financial Advisors LLCPlano$552 million1,66110Not listed(214) 800-4442nxfa.comadviserinfo.sec.gov
The SumThe Woodlands$551.4 million94912Not listed(281) 940-4859adviserinfo.sec.gov
Amicus Financial Advisors, LLCLubbock$550.9 million1,48619Not listed(806) 698-1122adviserinfo.sec.gov
Mack & Co. Partners, LPDallas$549 million2584(945) 293-6405mackco.comadviserinfo.sec.gov
Mills Wealth Advisors, LLCSouthlake$548.7 million1,87782(817) 416-7300millswealthadvisors.comadviserinfo.sec.gov
Newstone Capital Partners, LLCDallas$544.5 million686(214) 753-4300newstone.comadviserinfo.sec.gov
Cibolo Energy Partners, LLCHouston$541.5 million9109(713) 357-7570adviserinfo.sec.gov
CAZ Investments Registered Adviser LLCHouston$540.6 million183Not listed(713) 403-8250adviserinfo.sec.gov
Aecom-Canyon Partners Real Estate Fund Advisors LLCDallas$537.3 million31283(214) 253-6000aecomcanyon.comadviserinfo.sec.gov
BP Capital Energy Advisors, LLCDallas$537.2 million696(214) 265-1090adviserinfo.sec.gov
Juniper Capital Advisors, L.P.Houston$535.4 million5135(713) 335-4700juncap.comadviserinfo.sec.gov
Peirce Capital Management, LLCThe Woodlands$534.1 million1,0235Not listed(281) 858-3524peircecap.comadviserinfo.sec.gov
Robertson Investment ManagementHouston$534.1 million1,14320Not listed(713) 622-4077robertsonwealth.comadviserinfo.sec.gov
New Capital Management, LPHouston$533.5 million7775Not listed(713) 874-1444newcapitalmgmt.comadviserinfo.sec.gov
Sky Island CapitalDallas$533.5 million9149(469) 965-9200adviserinfo.sec.gov
Eight 31 Financial, LLCMidland$532.4 million12253(423) 282-0251adviserinfo.sec.gov
Titan Retirement Advisors LLCFulshear$531 million4252Not listed(713) 239-2866investtitan.comadviserinfo.sec.gov
Trinity Portfolio Advisors, LLCSouthlake$530.5 million1,42213Not listed(817) 416-7227trinityportfolio.comadviserinfo.sec.gov
Financial Gravity Asset Management, Inc.Austin$523.4 million2,6105Not listed(800) 920-9722financialgravityassetmanagement.comadviserinfo.sec.gov
Trinity Legacy Partners, LLCHouston$521.2 million90471(713) 999-8053trinitylegacypartners.comadviserinfo.sec.gov
Dean, Jacobson Financial ServicesFort Worth$519.4 million9178Not listed(817) 335-3214deanjacobson.comadviserinfo.sec.gov
Summit House Capital Management, LLCDallas$518.7 million693(214) 227-7792summithousecapital.comadviserinfo.sec.gov
Haven Wealth GroupHouston$514.8 million81911Not listed(713) 980-8820adviserinfo.sec.gov
Broadwing Capital Management LLCDallas$513.1 million6116(972) 503-9776adviserinfo.sec.gov
Leo Wealth Americas, LLCHurst$512.3 million1,33221Not listed(817) 354-1090adviserinfo.sec.gov
Owner Resource Group, LLCAustin$511.1 million10169(512) 505-4180adviserinfo.sec.gov
HFG Wealth Management, LLCThe Woodlands$505.6 million1,4925Not listed(832) 585-0110hfgwm.comadviserinfo.sec.gov
327 Capital Partners, LLCSan Antonio$505.5 million838(210) 320-0202adviserinfo.sec.gov
SMH Capital Advisors LLCWeatherford$503.1 million1717Not listed(817) 569-7000smhca.comadviserinfo.sec.gov
Cypress Creek PartnersAustin$499.7 million15911(800) 725-9456cypresscreekpartners.comadviserinfo.sec.gov
Sabrepoint Capital ManagementDallas$499.5 million151(214) 432-1593sabrepointcapital.comadviserinfo.sec.gov
Outrunner Capital, LLCAustin$498.5 million16346(512) 649-3192outrunnercapital.comadviserinfo.sec.gov
Socorro Asset ManagementDallas$497.9 million861(214) 550-1852socorroasset.comadviserinfo.sec.gov
William Madison Advisors, Inc.Abilene$497.7 million1,6588Not listed(325) 673-6171williammadison.comadviserinfo.sec.gov
RR Advisors, LLCDallas$496.8 million1088(214) 871-8680rchenergy.comadviserinfo.sec.gov
Relevance Capital ManagementDenton$495.9 million2805Not listed(940) 387-7526relevancecm.comadviserinfo.sec.gov
Portfolio Advisory Council,L.L.C.Houston$494.9 million9719Not listed(713) 574-6015pacadvisory.comadviserinfo.sec.gov
Allred Harris Wealth Management.Dallas$493.4 million3536Not listed(214) 965-7695allredcapitalmanagement.comadviserinfo.sec.gov
Symmetry Capital Advisors LLCDallas$492.7 million4425Not listed(214) 696-4444adviserinfo.sec.gov
Basin Oil and Gas Management, LPFort Worth$492.7 million585(817) 820-8910basinfunds.comadviserinfo.sec.gov
Quantum Capital GroupHouston$490.6 million91449(713) 452-2000quantumcap.comadviserinfo.sec.gov
Thackeray PartnersDallas$488.7 million4114(214) 360-7830thackeraypartners.comadviserinfo.sec.gov
Bridgefront Capital, LLCAustin$488.5 million37Not listed(512) 623-7700bridgefrontcap.comadviserinfo.sec.gov
Xebec Asset Management, LLCDallas$484.5 million8298(469) 687-3184xebeclogisticstrust.comadviserinfo.sec.gov
Militia Investments, LLCAustin$483.7 million14Not listed(773) 442-2294militiainv.comadviserinfo.sec.gov
Joyce Wealth Management, LLCHouston$483.1 million9493Not listed(713) 714-8500joycewealthmanagement.comadviserinfo.sec.gov
Oakstreet Wealth Management, Inc.Magnolia$482 million582Not listed(800) 803-9885oakstreetwm.comadviserinfo.sec.gov
Keener Financial PlanningKeller$479 million76712Not listed(817) 993-0401keenerfinancialplanning.comadviserinfo.sec.gov
Carson Management Company, LLCDallas$475.1 million20620(214) 999-1000adviserinfo.sec.gov
S2 Fund Manager, LLCDallas$474.8 million6426(214) 377-2977s2cp.comadviserinfo.sec.gov
Proem Advisors LLCDallas$474.1 million553(214) 706-9344proemasset.comadviserinfo.sec.gov
Stellus Private BDC Advisor, LLCHouston$472.8 million136Not listed(713) 292-5400adviserinfo.sec.gov
Henry Bragg & Co.Houston$468.7 million6034Not listed(713) 393-9444adviserinfo.sec.gov
Clear Sky Advisers, LLCBellaire$466.6 million855(713) 263-3300adviserinfo.sec.gov
Brownlee Wealth ManagementHouston$465.3 million3586Not listed(281) 377-3170adviserinfo.sec.gov
SLW Investment Management, LLCDallas$464.2 million211Not listed(214) 871-5200slwinvest.comadviserinfo.sec.gov
Roth Financial Partners LLCKingwood$460.1 million7084Not listed(281) 973-8816rothfinancialpartners.comadviserinfo.sec.gov
Beacon AdvisorsAustin$459.6 million2224Not listed(512) 612-4884beacon-adv.comadviserinfo.sec.gov
Ancor Capital PartnersSouthlake$458.4 million12912(817) 877-4458ancorcapital.comadviserinfo.sec.gov
LGT Financial Advisors LLCDallas$456.1 million4525Not listed(214) 871-7500lgt-fa.comadviserinfo.sec.gov
Cypress Asset Management IncHouston$455.8 million875Not listed(713) 512-2100cypressasset.comadviserinfo.sec.gov
Horizon Wealth AdvisorsHouston$451.4 million8694Not listed(713) 748-7000horizon-advisors.comadviserinfo.sec.gov
Enzi WealthAustin$450.9 million8667Not listed(512) 795-0030enziwealth.comadviserinfo.sec.gov
Havencrest Capital Management, LLCDallas$450.7 million2142(214) 420-3492adviserinfo.sec.gov
Advocates Wealth PlanningHouston$448.1 million1,1016Not listed(713) 827-8014youradvocates.comadviserinfo.sec.gov
United Advisors AmericaProsper$446.5 million2,80928Not listed(877) 443-0610adviserinfo.sec.gov
Brigham Royalties Management, LLCAustin$445.6 million2141(512) 220-1235adviserinfo.sec.gov
SSB&T Wealth Management, LLCFredericksburg$445.1 million1686Not listed(830) 997-7575ssbtwealth.comadviserinfo.sec.gov
Luminus Management, LLCHouston$442.8 million1089(212) 424-2868luminusmgmt.comadviserinfo.sec.gov
Destiny Advisors LLCAustin$441.4 million14Not listed(415) 639-9966adviserinfo.sec.gov
Burford Brothers, Inc.Dallas$440.2 million8564Not listed(214) 523-2333adviserinfo.sec.gov
Branson Fowlkes & Co IncHouston$439.4 million1,1267Not listed(713) 780-0606bransonfowlkes.comadviserinfo.sec.gov
Schulz Wealth, LTD.Mansfield$438.1 million6143Not listed(817) 405-4014schulzwealth.comadviserinfo.sec.gov
Cic Partners Management LLCDallas$438 million3173(214) 871-6819adviserinfo.sec.gov
Skylar Capital Management LPHouston$437.7 million5212(713) 341-7942adviserinfo.sec.gov
SWMG, LLCFort Worth$430.4 million1,65219Not listed(817) 210-3444adviserinfo.sec.gov
Crux Capital LTDDallas$427.6 million5105(469) 389-1244crux-cap.comadviserinfo.sec.gov
Pacific Strategic Management, LPHouston$426.5 million6833(713) 495-5220pacificsi.comadviserinfo.sec.gov
Murphy & SylvestDallas$425.7 million1,2148Not listed(214) 373-8362adviserinfo.sec.gov
Smart Money Group, LLCEastland$424.3 million1,57024Not listed(254) 629-3866adviserinfo.sec.gov
Zarvona Energy LLCHouston$423.1 million51025(713) 600-0600zarvonaenergy.comadviserinfo.sec.gov
Point Bridge Capital, LLCFort Worth$419.7 million6829(817) 529-4600pointbridgecapital.comadviserinfo.sec.gov
Rhodes Investment Advisors, Inc.Fort Worth$419.2 million8059Not listed(817) 334-0455palmerretirement.comadviserinfo.sec.gov
Moontower Asset Management LPAustin$419.2 million6166(512) 922-5111moontower.comadviserinfo.sec.gov
Transce3nd LLCBuda$418.9 million2,61960Not listed(512) 268-9220transcendim.comadviserinfo.sec.gov
Fruth Investment ManagementHouston$417.8 million4033Not listed(713) 464-2283rjfruth.comadviserinfo.sec.gov
Castleview Partners, LLCDallas$416.9 million1,89422Not listed(214) 710-1995castleviewpartners.comadviserinfo.sec.gov
Slotnik Capital, LLCDallas$415.8 million151(214) 462-9203slotnikmergerarb.comadviserinfo.sec.gov
Caird InvestmentsDallas$413.2 million18Not listed(469) 729-0530cairdinvestments.comadviserinfo.sec.gov
Vortus Investment Advisors, LLCFort Worth$411.7 million665(817) 945-2400vortus.comadviserinfo.sec.gov
True Financial GroupCedar Park$409 million2,1482Not listed(512) 649-2383truefinancialgroup.comadviserinfo.sec.gov
Greenridge Growth PartnersAustin$408.8 million4144(512) 426-6919greenridgegrowth.comadviserinfo.sec.gov
Revere AssetAllen$407.9 million1,1107Not listed(855) 732-5932revereasset.comadviserinfo.sec.gov
Fifth Force ManagementDallas$406.9 million1614Not listed(972) 571-4397adviserinfo.sec.gov
Palogic Value Management, L.P.Dallas$405.5 million6753(214) 871-2700palogicfund.comadviserinfo.sec.gov
S Harris Financial Group, LLCSan Antonio$404.4 million1,0367Not listed(210) 547-3450adviserinfo.sec.gov
TFR CapitalPlano$403.1 million8399Not listed(800) 765-0397tfr-inc.comadviserinfo.sec.gov
Erben Associates, LLCAustin$402.5 million95710Not listed(512) 402-0250erbenassociates.comadviserinfo.sec.gov
Rog IX, LLCHouston$401 million143Not listed(713) 874-9000riverbendenergygroup.comadviserinfo.sec.gov
The Capital Chart Room, LTDFort Worth$400.9 million2958Not listed(817) 801-6455adviserinfo.sec.gov
Secure Financial ManagementSan Antonio$399.8 million92812Not listed(210) 428-6250adviserinfo.sec.gov
Threadgill Financial, LLCThe Woodlands$399.4 million9013Not listed(713) 893-5635threadgillfinancial.comadviserinfo.sec.gov
Pioneer Wealth Management GroupAustin$399.2 million1,65811Not listed(512) 334-6800adviserinfo.sec.gov
Stonecrest Advisors, Inc.Austin$398.8 million47725Not listed(866) 342-1069stonecrestpartners.comadviserinfo.sec.gov
First Dallas Securities, Inc.Dallas$398.4 million37020Not listed(214) 954-1177firstdallas.comadviserinfo.sec.gov
Fortune Wealth Management, LLCDallas$396.3 million1993Not listed(972) 716-8002fortunewealthmanagement.comadviserinfo.sec.gov
Ka Credit Advisors II, LLCHouston$395.2 million164Not listed(713) 493-2000adviserinfo.sec.gov
Cargile Investment ManagementMidland$394.6 million3193Not listed(432) 617-1394cargileinvestments.comadviserinfo.sec.gov
Highpeak Energy Management, LLCFort Worth$391.8 million232(817) 850-9200adviserinfo.sec.gov
Fifth Partners Management, LLCDallas$391.6 million112811(214) 492-5863archenergypartners.comadviserinfo.sec.gov
Post Oak Private Wealth AdvisorsHouston$390.9 million7827Not listed(281) 580-2100postoakprivatewealth.comadviserinfo.sec.gov
Nixon Capital LLCAustin$389.9 million23621(512) 354-2491nixoncapital.comadviserinfo.sec.gov
LBJ Family Wealth Advisors, LTD.Austin$388.8 million9422(512) 457-5000lbjadvisors.comadviserinfo.sec.gov
1836 Asset Management, LLCGarland$386.6 million3263Not listed(888) 808-82781836assetmgmt.comadviserinfo.sec.gov
Promus AdvisorsDallas$384.6 million2606Not listed(214) 612-5750promusadvisors.comadviserinfo.sec.gov
Wealth Benefit Advisors, LLCHouston$380.9 million4875Not listed(713) 980-9100wealthbenefit.comadviserinfo.sec.gov
Fortiter Wealth Management, LLCHouston$379.9 million2854Not listed(832) 941-1234adviserinfo.sec.gov

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.

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