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

Updated November 10, 2026.

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

## The full lists

This record is a row of these lists. 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.

- [Investment advisers in Texas](https://specstream.ai/data/investment-advisers/state/texas): 1,337 rows, the SEC's Form ADV file of November 2, 2026, $66.85, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers/state/texas
- [Investment advisers (SEC registered and exempt reporting)](https://specstream.ai/data/investment-advisers): 24,111 rows, the SEC's Form ADV file of November 2, 2026, $321.11, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers

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

| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Uptick Partners, LLC](https://specstream.ai/data/investment-advisers/firm/uptick-partners-llc-324250) | Nacogdoches | $1.06 billion | 3,886 | 25 | Not listed | (936) 800-0800 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/324250) |
| [Avidity Partners Management LP](https://specstream.ai/data/investment-advisers/firm/avidity-partners-management-lp-304628) | Dallas | $1.06 billion | 7 | 9 | 3 | (214) 550-1696 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304628) |
| [Bsip SLP GP, LLC](https://specstream.ai/data/investment-advisers/firm/bsip-slp-gp-llc-298964) | Frisco | $1.06 billion | 17 | 20 | 17 | (469) 421-8060 | bluestarinnovationpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298964) |
| [Sequent Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/sequent-asset-management-llc-148194) | Houston | $1.06 billion | 335 | 3 | Not listed | (713) 467-0008 | sequentasset.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/148194) |
| [Bayou City Energy](https://specstream.ai/data/investment-advisers/firm/bayou-city-energy-283269) | Houston | $1.05 billion | 7 | 9 | 7 | (713) 400-8200 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283269) |
| [Paragon Financial Advisors](https://specstream.ai/data/investment-advisers/firm/paragon-financial-advisors-143721) | College Station | $1.05 billion | 2,696 | 17 | Not listed | (979) 693-3907 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/143721) |
| [Biglari Capital Corp.](https://specstream.ai/data/investment-advisers/firm/biglari-capital-corp-115197) | San Antonio | $1.04 billion | 2 | 4 | 2 | (210) 344-3400 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/115197) |
| [Esp Investment Advisors LLC](https://specstream.ai/data/investment-advisers/firm/esp-investment-advisors-llc-298553) | Dallas | $1.04 billion | 3 | 16 | 3 | (214) 987-6100 | energyspectrum.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298553) |
| [Rogers Wealth Group, Inc.](https://specstream.ai/data/investment-advisers/firm/rogers-wealth-group-inc-107409) | Fort Worth | $1.04 billion | 876 | 21 | Not listed | (817) 334-0351 | rogers401k.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/107409) |
| [Prosight Capital](https://specstream.ai/data/investment-advisers/firm/prosight-capital-148791) | Dallas | $1.04 billion | 6 | 5 | 2 | (214) 468-0008 | prosightcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/148791) |
| [Perryman Financial Advisory, Inc.](https://specstream.ai/data/investment-advisers/firm/perryman-financial-advisory-inc-107653) | Dallas | $1.02 billion | 526 | 8 | Not listed | (972) 770-4800 | billperryman.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/107653) |
| [Soundwatch Capital, LLC](https://specstream.ai/data/investment-advisers/firm/soundwatch-capital-llc-173151) | Dallas | $1.02 billion | 330 | 5 | Not listed | (646) 442-9655 | soundwatchfunds.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/173151) |
| [Edge Natural Resources LLC](https://specstream.ai/data/investment-advisers/firm/edge-natural-resources-llc-230787) | Dallas | $1.02 billion | 7 | 14 | 4 | (469) 331-0123 | edgenr.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/230787) |
| [Enervest Investment Services, L.L.C.](https://specstream.ai/data/investment-advisers/firm/enervest-investment-services-l-l-c-297181) | Houston | $1.01 billion | 8 | 316 | 4 | (713) 659-3500 | enervest.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297181) |
| [Teamwork Financial Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/teamwork-financial-advisors-llc-165237) | San Antonio | $1.01 billion | 4,648 | 26 | Not listed | (210) 687-1333 | teamworkfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/165237) |
| [Renovo Capital, LLC](https://specstream.ai/data/investment-advisers/firm/renovo-capital-llc-164144) | Dallas | $1.01 billion | 8 | 14 | 8 | (214) 699-4960 | renovocapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164144) |
| [Pelican Energy Partners](https://specstream.ai/data/investment-advisers/firm/pelican-energy-partners-163267) | Houston | $1.01 billion | 6 | 29 | 6 | (713) 559-7110 | pelicanenergypartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163267) |
| [Avion Wealth](https://specstream.ai/data/investment-advisers/firm/avion-wealth-134242) | The Woodlands | $984.6 million | 1,702 | 15 | Not listed | (281) 528-1200 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/134242) |
| [Bentoak Capital](https://specstream.ai/data/investment-advisers/firm/bentoak-capital-173563) | Weatherford | $969.8 million | 2,039 | 20 | Not listed | (817) 550-6750 | bentoakcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/173563) |
| [Revival Healthcare Capital LLC](https://specstream.ai/data/investment-advisers/firm/revival-healthcare-capital-llc-315069) | Austin | $964.3 million | 6 | 12 | 6 | (512) 291-2111 | rvlhc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/315069) |
| [Intelligent Wealth Solutions LLC](https://specstream.ai/data/investment-advisers/firm/intelligent-wealth-solutions-llc-300403) | Austin | $961 million | 3,156 | 6 | Not listed | (877) 699-3258 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300403) |
| [White Deer](https://specstream.ai/data/investment-advisers/firm/white-deer-161361) | Houston | $960.8 million | 15 | 9 | 12 | (713) 581-6900 | whitedeerenergy.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161361) |
| [Militia Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/militia-capital-management-llc-335763) | Austin | $958.6 million | 1 | 7 | 1 | (213) 444-9705 | militiacapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335763) |
| [MBR Financial](https://specstream.ai/data/investment-advisers/firm/mbr-financial-168333) | Houston | $956.4 million | 1,516 | 10 | Not listed | (832) 667-8787 | mbrfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/168333) |
| [Arvin Capital Management LP](https://specstream.ai/data/investment-advisers/firm/arvin-capital-management-lp-315672) | Austin | $953.4 million | 6 | 7 | 1 | (212) 548-3950 | arvincap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/315672) |
| [Petrocap, LLC](https://specstream.ai/data/investment-advisers/firm/petrocap-llc-169688) | Dallas | $949.1 million | 7 | 15 | 7 | (214) 871-7967 | aplomadopartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169688) |
| [Disciplined Investors, L.L.C.](https://specstream.ai/data/investment-advisers/firm/disciplined-investors-l-l-c-114614) | Waco | $941.6 million | 1,632 | 8 | Not listed | (254) 265-7410 | dinvestors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/114614) |
| [Ascension Capital Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/ascension-capital-advisors-inc-109518) | Houston | $938.5 million | 670 | 10 | Not listed | (713) 952-6900 | ascensioncapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/109518) |
| [Pabrai Investment Funds](https://specstream.ai/data/investment-advisers/firm/pabrai-investment-funds-161471) | West Lake Hills | $936.3 million | 8 | 3 | 5 | (512) 999-7110 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161471) |
| [Ara GC Partners, LLC](https://specstream.ai/data/investment-advisers/firm/ara-gc-partners-llc-334354) | Houston | $935.9 million | 11 | 23 | 11 | (713) 337-9150 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/334354) |
| [Vaquero Private Wealth, LTD.](https://specstream.ai/data/investment-advisers/firm/vaquero-private-wealth-ltd-305266) | Dallas | $928.9 million | 739 | 9 | Not listed | (214) 269-7855 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305266) |
| [Strategic Financial Concepts, LLC](https://specstream.ai/data/investment-advisers/firm/strategic-financial-concepts-llc-141849) | San Antonio | $927.7 million | 3,824 | 41 | Not listed | (210) 737-7800 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/141849) |
| [Lavaca Capital, LLC](https://specstream.ai/data/investment-advisers/firm/lavaca-capital-llc-167238) | Houston | $927.1 million | 33 | 4 | 2 | (713) 904-4027 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167238) |
| [Coyle Capital, LLC](https://specstream.ai/data/investment-advisers/firm/coyle-capital-llc-173822) | Lakeway | $925.2 million | 735 | 7 | Not listed | (512) 522-9043 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/173822) |
| [Keller Wealth Advisors](https://specstream.ai/data/investment-advisers/firm/keller-wealth-advisors-111610) | Victoria | $923.1 million | 1,328 | 10 | Not listed | (361) 573-4383 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/111610) |
| [Goodman Financial Corporation](https://specstream.ai/data/investment-advisers/firm/goodman-financial-corporation-114637) | Houston | $915.9 million | 913 | 26 | Not listed | (713) 599-1777 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/114637) |
| [Christopher & Co., LLC](https://specstream.ai/data/investment-advisers/firm/christopher-co-llc-325504) | Austin | $913.8 million | 25 | 8 | 25 | (512) 785-9710 | astoconsumer.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/325504) |
| [Braemont Capital](https://specstream.ai/data/investment-advisers/firm/braemont-capital-314704) | Dallas | $913 million | 7 | 17 | 7 | (214) 833-8883 | braemont.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/314704) |
| [Briaud Financial Advisors](https://specstream.ai/data/investment-advisers/firm/briaud-financial-advisors-105638) | College Station | $912.8 million | 2,441 | 16 | Not listed | (979) 260-9771 | briaud.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/105638) |
| [Brookmont Capital Management](https://specstream.ai/data/investment-advisers/firm/brookmont-capital-management-145475) | Dallas | $910.5 million | 137 | 4 | Not listed | (214) 953-0190 | brookmont.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/145475) |
| [Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services](https://specstream.ai/data/investment-advisers/firm/gerald-baker-financial-group-l-l-c-dba-baker-financial-services-112248) | Arlington | $909.3 million | 1,347 | 7 | Not listed | (817) 861-7099 | bakerfinancial.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/112248) |
| [Richard P. Slaughter Associates, Inc.](https://specstream.ai/data/investment-advisers/firm/richard-p-slaughter-associates-inc-109080) | Austin | $905.2 million | 1,564 | 14 | Not listed | (512) 918-0000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/109080) |
| [Distributed Global Manager LP](https://specstream.ai/data/investment-advisers/firm/distributed-global-manager-lp-309673) | Austin | $902.7 million | 17 | 12 | 12 | (213) 725-7514 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309673) |
| [Riata Capital Group, LLC](https://specstream.ai/data/investment-advisers/firm/riata-capital-group-llc-289948) | Dallas | $901.1 million | 15 | 19 | 15 | (214) 740-3600 | riatacapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289948) |
| [Gec Advisors LLC](https://specstream.ai/data/investment-advisers/firm/gec-advisors-llc-161472) | Houston | $892.1 million | 10 | 5 | 8 | (713) 993-7222 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161472) |
| [Commerce Street Investment Management](https://specstream.ai/data/investment-advisers/firm/commerce-street-investment-management-144278) | Dallas | $891.3 million | 64 | 14 | 2 | (214) 545-6800 | commercestreetholdings.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/144278) |
| [Lwo LLC](https://specstream.ai/data/investment-advisers/firm/lwo-llc-282281) | Dallas | $890.8 million | 6 | 23 | 6 | (605) 380-5347 | longwateropportunities.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282281) |
| [Bluescape Energy Partners LLC](https://specstream.ai/data/investment-advisers/firm/bluescape-energy-partners-llc-283812) | Dallas | $890.4 million | 6 | 9 | 6 | (469) 398-2200 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283812) |
| [Erguz, LLC](https://specstream.ai/data/investment-advisers/firm/erguz-llc-168009) | The Woodlands | $889 million | 159 | 1 | Not listed | (832) 631-6284 | erguz.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/168009) |
| [Strata Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/strata-wealth-advisors-llc-285973) | Dallas | $886.1 million | 961 | 14 | Not listed | (214) 420-7020 | stratawealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285973) |
| [Insight Equity Management Company LLC](https://specstream.ai/data/investment-advisers/firm/insight-equity-management-company-llc-157092) | Southlake | $885.9 million | 18 | 21 | 17 | (817) 488-7775 | insightequity.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/157092) |
| [CFM Wealth Partners LLC](https://specstream.ai/data/investment-advisers/firm/cfm-wealth-partners-llc-305135) | Austin | $885.8 million | 661 | 3 | Not listed | (512) 366-3925 | cfmwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305135) |
| [Robert Harrell, Incorporated](https://specstream.ai/data/investment-advisers/firm/robert-harrell-incorporated-106191) | Austin | $885.3 million | 67 | 5 | Not listed | (512) 795-9100 | harrell.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106191) |
| [Optas, LLC](https://specstream.ai/data/investment-advisers/firm/optas-llc-299965) | Dripping Springs | $881.9 million | 685 | 9 | Not listed | (888) 284-7139 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/299965) |
| [Alongside, LLC](https://specstream.ai/data/investment-advisers/firm/alongside-llc-333587) | Austin | $878.6 million | 3,903 | 3 | Not listed | (512) 241-7341 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/333587) |
| [Alpha Capital Management](https://specstream.ai/data/investment-advisers/firm/alpha-capital-management-121703) | Austin | $871.4 million | 1,316 | 9 | Not listed | (512) 322-9318 | alphacapm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/121703) |
| [Pine Valley Capital Partners LLC](https://specstream.ai/data/investment-advisers/firm/pine-valley-capital-partners-llc-330556) | Austin | $869.6 million | 12 | 10 | 8 | (737) 497-3710 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330556) |
| [Probity Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/probity-advisors-inc-121849) | Dallas | $859.4 million | 1,144 | 9 | Not listed | (214) 891-8131 | probityadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/121849) |
| [Grey Rock Management Partners IV, LLC](https://specstream.ai/data/investment-advisers/firm/grey-rock-management-partners-iv-llc-317664) | Dallas | $856.7 million | 9 | 29 | 9 | (214) 396-2850 | grey-rock.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317664) |
| [CPMG, Inc.](https://specstream.ai/data/investment-advisers/firm/cpmg-inc-131417) | Dallas | $855.8 million | 26 | 7 | 26 | (214) 871-6829 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/131417) |
| [Apeiron](https://specstream.ai/data/investment-advisers/firm/apeiron-289273) | Dallas | $852 million | 2,387 | 17 | Not listed | (972) 421-2068 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289273) |
| [Adams Asset Advisors LLC](https://specstream.ai/data/investment-advisers/firm/adams-asset-advisors-llc-120573) | Dallas | $839.4 million | 118 | 4 | Not listed | (214) 360-7410 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/120573) |
| [Ironarc Management, LLC](https://specstream.ai/data/investment-advisers/firm/ironarc-management-llc-336462) | Austin | $834.1 million | 23 | 8 | 23 | (206) 450-7899 | ironarcventures.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/336462) |
| [Climate Investment](https://specstream.ai/data/investment-advisers/firm/climate-investment-323024) | Houston | $831.4 million | 4 | 35 | 4 | (713) 402-8266 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/323024) |
| [Centergate Capital](https://specstream.ai/data/investment-advisers/firm/centergate-capital-281685) | Austin | $828.3 million | 5 | 29 | 5 | (512) 717-7100 | centergatecapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/281685) |
| [Madden Asset Management](https://specstream.ai/data/investment-advisers/firm/madden-asset-management-18389) | Dallas | $826 million | 546 | 3 | Not listed | (214) 855-5335 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/18389) |
| [Platform Partners LLC](https://specstream.ai/data/investment-advisers/firm/platform-partners-llc-286532) | Houston | $824.8 million | 2 | 22 | 2 | (713) 335-2300 | platformllc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/286532) |
| [Highcrest Capital, LLC](https://specstream.ai/data/investment-advisers/firm/highcrest-capital-llc-291007) | Fredericksburg | $823.7 million | 2 | 20 | 2 | (830) 214-2770 | highcrestcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/291007) |
| [Nexannuity Asset Management, L.P.](https://specstream.ai/data/investment-advisers/firm/nexannuity-asset-management-l-p-309748) | Dallas | $823.4 million | 3 | 4 | Not listed | (214) 276-6300 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309748) |
| [Alta Fox Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/alta-fox-capital-management-llc-295816) | Fort Worth | $821.4 million | 2 | 8 | 2 | (817) 350-4230 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/295816) |
| [Assetbuilder, Inc.](https://specstream.ai/data/investment-advisers/firm/assetbuilder-inc-142665) | Allen | $812.7 million | 1,665 | 12 | Not listed | (972) 535-4040 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/142665) |
| [Franklin, Parlapiano, Turner & Welch LLC](https://specstream.ai/data/investment-advisers/firm/franklin-parlapiano-turner-welch-llc-114465) | Houston | $811.5 million | 105 | 9 | Not listed | (281) 599-3129 | ftwllc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/114465) |
| [Tanglewood Legacy Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/tanglewood-legacy-advisors-llc-127289) | Houston | $809 million | 563 | 9 | Not listed | (713) 599-4999 | family-cfo.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/127289) |
| [Nokomis Capital, L.L.C.](https://specstream.ai/data/investment-advisers/firm/nokomis-capital-l-l-c-145627) | Dallas | $804.2 million | 2 | 5 | 1 | (972) 590-4100 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/145627) |
| [Moss, Luse & Womble, LLC](https://specstream.ai/data/investment-advisers/firm/moss-luse-womble-llc-152841) | Plano | $803.2 million | 874 | 42 | Not listed | (972) 674-2584 | mlwfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/152841) |
| [Clear Trail Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/clear-trail-advisors-llc-337595) | Houston | $803.1 million | 2,064 | 7 | Not listed | (713) 893-9870 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/337595) |
| [Elsewhere Partners, LLC](https://specstream.ai/data/investment-advisers/firm/elsewhere-partners-llc-293959) | Austin | $803 million | 11 | 22 | 11 | (512) 481-4035 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/293959) |
| [Harris Preston & Partners, LLC](https://specstream.ai/data/investment-advisers/firm/harris-preston-partners-llc-160068) | Austin | $799.2 million | 109 | 15 | 109 | (512) 505-4111 | harrispreston.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160068) |
| [Saturn V Capital Management LP](https://specstream.ai/data/investment-advisers/firm/saturn-v-capital-management-lp-316649) | Austin | $793.2 million | 4 | 6 | 3 | (415) 738-4435 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316649) |
| [Softvest Advisors](https://specstream.ai/data/investment-advisers/firm/softvest-advisors-300084) | Abilene | $788.2 million | 6 | 7 | 6 | (325) 677-6177 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300084) |
| [Cresta Advisors](https://specstream.ai/data/investment-advisers/firm/cresta-advisors-169641) | Laredo | $786 million | 630 | 12 | Not listed | (956) 267-8130 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169641) |
| [Pin Oak Investment Advisors Inc](https://specstream.ai/data/investment-advisers/firm/pin-oak-investment-advisors-inc-105550) | Houston | $784.8 million | 322 | 12 | 12 | (713) 871-8300 | pinoak.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/105550) |
| [Hourglass Capital, LLC](https://specstream.ai/data/investment-advisers/firm/hourglass-capital-llc-147754) | Houston | $768.9 million | 245 | 6 | Not listed | (713) 936-0440 | hourglasscapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/147754) |
| [Urban Fund Management, LLC](https://specstream.ai/data/investment-advisers/firm/urban-fund-management-llc-167491) | Plano | $767.8 million | 9 | 67 | 8 | (972) 543-8812 | urbanoilandgas.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167491) |
| [Paratus Financial, Inc.](https://specstream.ai/data/investment-advisers/firm/paratus-financial-inc-133361) | Dallas | $757.4 million | 703 | 8 | Not listed | (214) 378-7400 | paratusfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/133361) |
| [Westwood Wealth Management](https://specstream.ai/data/investment-advisers/firm/westwood-wealth-management-132162) | Dallas | $749.5 million | 467 | 62 | 14 | (214) 756-6900 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/132162) |
| [Autumn Glory Partners, LLC](https://specstream.ai/data/investment-advisers/firm/autumn-glory-partners-llc-288250) | Dallas | $747.6 million | 175 | 2 | Not listed | (214) 378-1212 | autumnglorypartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/288250) |
| [Pax Financial Group](https://specstream.ai/data/investment-advisers/firm/pax-financial-group-284164) | San Antonio | $747.1 million | 3,900 | 22 | Not listed | (210) 881-5700 | player.fm | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284164) |
| [Crossplane Capital Management, LP](https://specstream.ai/data/investment-advisers/firm/crossplane-capital-management-lp-300646) | Dallas | $736.2 million | 4 | 19 | 4 | (817) 995-8462 | crossplanecapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300646) |
| [Thomist Capital Management, LP](https://specstream.ai/data/investment-advisers/firm/thomist-capital-management-lp-299815) | Houston | $736.2 million | 2 | 10 | 1 | (832) 678-2412 | thomistcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/299815) |
| [Virtus Family Office](https://specstream.ai/data/investment-advisers/firm/virtus-family-office-298272) | El Paso | $726.9 million | 211 | 5 | 2 | (915) 730-3885 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298272) |
| [Haddington Ventures, LLC](https://specstream.ai/data/investment-advisers/firm/haddington-ventures-llc-158231) | Houston | $726.4 million | 4 | 9 | 4 | (713) 532-7992 | hvllc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158231) |
| [Bridge Capital Advisors](https://specstream.ai/data/investment-advisers/firm/bridge-capital-advisors-317554) | Houston | $725.2 million | 9 | 3 | Not listed | (281) 356-0193 | bridgecapitalglobal.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317554) |
| [Wealthstar Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/wealthstar-advisors-llc-164957) | Plano | $723.6 million | 1,825 | 8 | Not listed | (972) 372-2935 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164957) |
| [Doliver Advisors, L.P.](https://specstream.ai/data/investment-advisers/firm/doliver-advisors-l-p-106247) | Houston | $718.4 million | 237 | 8 | 15 | (713) 917-0022 | doliveradvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106247) |
| [Main Street Retirement Planning, LLC](https://specstream.ai/data/investment-advisers/firm/main-street-retirement-planning-llc-313051) | Coppell | $716.6 million | 2,927 | 3 | Not listed | (972) 393-0376 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/313051) |
| [Carlson Capital, L.P.](https://specstream.ai/data/investment-advisers/firm/carlson-capital-l-p-118156) | Dallas | $710.8 million | 16 | 26 | 11 | (214) 932-9600 | carlsoncapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/118156) |
| [Manske Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/manske-wealth-management-llc-164401) | Houston | $707.3 million | 502 | 13 | Not listed | (713) 581-1994 | manskewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164401) |
| [Corrigo Investment Partners, LLC](https://specstream.ai/data/investment-advisers/firm/corrigo-investment-partners-llc-293620) | Austin | $707.2 million | 3 | 6 | 3 | (212) 924-3640 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/293620) |
| [E & G Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/e-g-advisors-llc-130550) | Houston | $706.9 million | 826 | 4 | Not listed | (713) 880-5819 | eandgadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/130550) |

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Source: [the SEC's Form ADV data files for investment advisers](https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-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](https://creativecommons.org/licenses/by/4.0/).