Data / Investment advisers / Texas / Page 3
Investment advisers in Texas: 1,337 firms, page 3
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.
Updated November 10, 2026. Source: the SEC's Form ADV data files for investment advisers.
Largest advisers by AUM, 601 to 900 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 3
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Ironbridge Private Wealth, LLC | Austin | $379.7 million | 506 | 6 | Not listed | (512) 327-8901 | adviserinfo.sec.gov | |
| CMG Wealth Management | Plano | $379.4 million | 674 | 5 | Not listed | (469) 729-7084 | adviserinfo.sec.gov | |
| Legacy Consulting Group | Plano | $378.6 million | 516 | 4 | Not listed | (972) 599-4750 | legacyconsultinggroup.com | adviserinfo.sec.gov |
| Concorde Investment Management | Dallas | $376.2 million | 378 | 6 | Not listed | (972) 701-5400 | concordeco.com | adviserinfo.sec.gov |
| Cultivar Capital, Inc. | Denton | $375.1 million | 987 | 3 | Not listed | (940) 600-4553 | cultivarcapital.com | adviserinfo.sec.gov |
| KM Capital Management, LTD. | Austin | $374.4 million | 42 | 9 | Not listed | (512) 697-0290 | kmcapitalmgt.com | adviserinfo.sec.gov |
| Juniper Capital Investment Management, L.P. | Houston | $370.8 million | 2 | 13 | 2 | (713) 335-4700 | juncap.com | adviserinfo.sec.gov |
| Overridge Wealth Advisors | Fort Worth | $368.2 million | 1,401 | 10 | Not listed | (817) 738-1451 | adviserinfo.sec.gov | |
| Redbud Advisors | Austin | $367.8 million | 392 | 8 | Not listed | (512) 222-6968 | adviserinfo.sec.gov | |
| Unity Partners | Dallas | $367 million | 3 | 24 | 3 | (314) 210-9702 | unitypartnerslp.com | adviserinfo.sec.gov |
| M. E. Allison & Co., Inc. | San Antonio | $366.4 million | 499 | 12 | Not listed | (210) 930-4000 | meallison.com | adviserinfo.sec.gov |
| Old Hickory Partners Management, LP | Austin | $366.3 million | 2 | 10 | 2 | (512) 579-4073 | adviserinfo.sec.gov | |
| Financial Life Advisors | San Antonio | $366.3 million | 752 | 11 | Not listed | (210) 918-8998 | financiallifeadvisers.com | adviserinfo.sec.gov |
| Camden Wealth Advisors LLC | Houston | $366.3 million | 524 | 6 | Not listed | (713) 341-5312 | adviserinfo.sec.gov | |
| Homage Wealth Group LLC | Houston | $366.2 million | 7 | 2 | Not listed | (713) 725-0696 | adviserinfo.sec.gov | |
| Beaumont Asset Management, LLC | Beaumont | $365.2 million | 493 | 4 | Not listed | (409) 899-9569 | beaumontasset.com | adviserinfo.sec.gov |
| TL Private Wealth | Southlake | $364.5 million | 682 | 4 | Not listed | (682) 831-1048 | adviserinfo.sec.gov | |
| Shelton Wealth Management, LLC | Fort Worth | $364.5 million | 477 | 4 | Not listed | (817) 415-2877 | sheltonwealth.com | adviserinfo.sec.gov |
| Greenfield Seitz Capital Management, LLC | Dallas | $363.4 million | 458 | 4 | Not listed | (214) 367-6170 | gscapital.net | adviserinfo.sec.gov |
| Crestmont Private Wealth LLC | Boerne | $363 million | 804 | 5 | Not listed | (830) 468-5366 | adviserinfo.sec.gov | |
| Tsa Wealth Management | Houston | $358.8 million | 666 | 3 | Not listed | (713) 735-9217 | adviserinfo.sec.gov | |
| Robertson Opportunity Capital, LLC | Dallas | $358.7 million | 2 | 6 | 2 | (972) 713-5001 | rocapital.com | adviserinfo.sec.gov |
| Lifeway Financial Corporation | Plano | $358.7 million | 491 | 5 | Not listed | (972) 378-3677 | lifewayfinancial.com | adviserinfo.sec.gov |
| Heritage Wealth Management | Houston | $357.8 million | 803 | 6 | Not listed | (713) 871-9800 | heritageplanners.com | adviserinfo.sec.gov |
| McDonald Capital Management | Lubbock | $357.7 million | 402 | 2 | 2 | (806) 744-8617 | islaycapital.com | adviserinfo.sec.gov |
| Stone Oak Wealth Management, LLC | San Antonio | $355.6 million | 943 | 7 | Not listed | (210) 339-2707 | adviserinfo.sec.gov | |
| Heritage Retirement Advisors, LLC | Colleyville | $351.1 million | 349 | 3 | Not listed | (817) 503-0100 | heritage-retirement.com | adviserinfo.sec.gov |
| Norcap Investment Management, L.P. | Austin | $350.6 million | 5 | 8 | 5 | (972) 701-8813 | norcapfunds.com | adviserinfo.sec.gov |
| Empower Wealth Management | Cedar Park | $349.3 million | 1,599 | 8 | Not listed | (512) 833-6557 | empoweringretirement.com | adviserinfo.sec.gov |
| Michels Family Financial, LLC | Fort Worth | $347.9 million | 1,391 | 8 | Not listed | (817) 719-9999 | michelsfamilyfinancial.com | adviserinfo.sec.gov |
| Cottonwood Capital Advisors | Irving | $347.3 million | 640 | 5 | 4 | (972) 573-4030 | cottonwoodcapitaladvisors.com | adviserinfo.sec.gov |
| GBM Wealth Management, Inc. | Houston | $346.4 million | 546 | 10 | Not listed | (281) 745-9100 | gbminvestor.com | adviserinfo.sec.gov |
| Velocis Management, LLC | Dallas | $346.4 million | 9 | 20 | 8 | (214) 702-0220 | adviserinfo.sec.gov | |
| RHP Wealth Management | Houston | $344.8 million | 643 | 9 | Not listed | (713) 554-2252 | adviserinfo.sec.gov | |
| Crescent Advisor Group, Inc. | Plano | $344.4 million | 510 | 18 | Not listed | (972) 490-0150 | adviserinfo.sec.gov | |
| Augment Advisors, LLC | Austin | $342.6 million | 38 | 3 | 38 | (757) 298-9839 | adviserinfo.sec.gov | |
| Carroll Advisory Group | Texarkana | $341.1 million | 712 | 7 | Not listed | (903) 793-4014 | carrolladvisory.com | adviserinfo.sec.gov |
| Cap Six Advisors | Houston | $340.8 million | 128 | 5 | Not listed | (281) 671-7982 | cap-six.com | adviserinfo.sec.gov |
| Eltekon Advisors, LLC. | West Lake Hills | $340 million | 900 | 8 | Not listed | (512) 477-3200 | eltekon.com | adviserinfo.sec.gov |
| RPS Retirement Plan Advisors | Austin | $336.3 million | 31 | 3 | Not listed | (512) 918-0000 | adviserinfo.sec.gov | |
| Lonestar Registered Investment Advisors, LLC | Lubbock | $336.2 million | 1,195 | 13 | Not listed | (866) 785-5350 | retirewithlonestar.com | adviserinfo.sec.gov |
| Capital Ideas | Dallas | $336.2 million | 270 | 5 | Not listed | (214) 750-4400 | adviserinfo.sec.gov | |
| Intrepid Investment Management, LLC | Houston | $336 million | 9 | 7 | 9 | (212) 279-1996 | intrepidim.com | adviserinfo.sec.gov |
| The Menard Financial Group, LLC | Houston | $335.3 million | 354 | 3 | Not listed | (713) 364-1515 | themenardfinancialgroup.net | adviserinfo.sec.gov |
| Trisperity Advisors, LLC | Katy | $335.2 million | 825 | 2 | Not listed | (281) 395-1021 | trisperity.com | adviserinfo.sec.gov |
| Aspenridge Wealth Advisors | Fort Worth | $335 million | 1,352 | 7 | Not listed | (682) 231-8331 | aspenridgewealthadvisors.com | adviserinfo.sec.gov |
| Leggett Capital Partners | Houston | $333.4 million | 20 | 5 | 20 | (832) 804-8301 | leggettventures.com | adviserinfo.sec.gov |
| Dovetail Wealth Management, LLC | Taylor | $333.1 million | 867 | 4 | Not listed | (512) 352-1613 | adviserinfo.sec.gov | |
| Hazoor Partners, LLC | Austin | $330.7 million | 7 | 10 | 5 | (458) 203-0665 | hazoorpartners.com | adviserinfo.sec.gov |
| Fluent Financial, LLC | Dallas | $329.7 million | 1,030 | 9 | Not listed | (972) 852-4800 | adviserinfo.sec.gov | |
| Techquity Capital Management | Austin | $329 million | 2 | 2 | 2 | (512) 609-1820 | evolvedwirelessllc.com | adviserinfo.sec.gov |
| Avondale Wealth Management LLC | West Lake Hills | $326.7 million | 610 | 7 | Not listed | (512) 505-8148 | avondalewealth.com | adviserinfo.sec.gov |
| Resilient Capital Management, LLC | Dallas | $326.1 million | 3 | 3 | 3 | (972) 975-5665 | resilientcappartners.com | adviserinfo.sec.gov |
| Patron Partners, LLC | Houston | $325.7 million | 621 | 7 | Not listed | (971) 371-3450 | patronpartnersadvisors.com | adviserinfo.sec.gov |
| Crimson Management | Houston | $324.5 million | 55 | 2 | Not listed | crimsonmanagement.com | adviserinfo.sec.gov | |
| Asset Preservation Group Inc | Grapevine | $321.2 million | 1,179 | 4 | Not listed | (817) 251-1008 | apg-advisors.com | adviserinfo.sec.gov |
| Founder Family Financial, LLC | Austin | $321 million | 302 | 3 | 3 | (843) 621-0435 | adviserinfo.sec.gov | |
| Meros Investment Management, LP | Dallas | $321 million | 4 | 10 | Not listed | (214) 871-5200 | merosinv.com | adviserinfo.sec.gov |
| Awm Financial Services Inc. | The Woodlands | $320.6 million | 2,700 | 19 | Not listed | (281) 444-7555 | adviserinfo.sec.gov | |
| Plagens & Taylor Wealth Management | San Angelo | $318.3 million | 389 | 6 | Not listed | (325) 486-8600 | pt-wealth.com | adviserinfo.sec.gov |
| Openair Financial, LLC | Southlake | $318 million | 1,212 | 7 | Not listed | (214) 233-6059 | openairfinancial.com | adviserinfo.sec.gov |
| Bonner & Smith, LLC | Lubbock | $314.8 million | 1,044 | 3 | Not listed | (806) 798-1880 | bonner-smith.com | adviserinfo.sec.gov |
| Glass Wealth Management Co., LLC | San Antonio | $311.9 million | 367 | 6 | Not listed | (210) 930-5141 | adviserinfo.sec.gov | |
| Lake Whillans Capital Partners LLC | Plano | $311.9 million | 4 | 5 | 4 | (646) 389-1032 | lakewhillans.com | adviserinfo.sec.gov |
| NFWM | Plano | $311.9 million | 662 | 2 | Not listed | (214) 379-3333 | adviserinfo.sec.gov | |
| Carriage Services Investment Advisors, Inc. | Houston | $308.2 million | 124 | 4 | 1 | (713) 332-8400 | adviserinfo.sec.gov | |
| Broadway Wealth Solutions | San Antonio | $308.1 million | 1,254 | 11 | Not listed | (210) 283-6600 | broadway.bank | adviserinfo.sec.gov |
| Leap Wealth Management | Dallas | $305.5 million | 1,190 | 5 | Not listed | (214) 420-7441 | leapwealth.com | adviserinfo.sec.gov |
| Rockwall Wealth Management | Rockwall | $305.5 million | 1,273 | 4 | Not listed | (972) 771-1472 | adviserinfo.sec.gov | |
| Nextbio Capital Management LP | Austin | $305.2 million | 8 | 6 | 6 | (650) 501-0882 | nextbiocapital.com | adviserinfo.sec.gov |
| Penney Financial | Houston | $303.5 million | 465 | 3 | Not listed | (713) 300-5165 | penneyfinancial.com | adviserinfo.sec.gov |
| Canyon Abf Manager LLC | Dallas | $300 million | 2 | 122 | 2 | (214) 253-6000 | canyonpartners.com | adviserinfo.sec.gov |
| Core Capital Management and Research Inc. | Houston | $298.8 million | 269 | 4 | Not listed | (713) 864-4300 | ccmr.io | adviserinfo.sec.gov |
| Avid Wealth Partners, LLC | San Antonio | $298.5 million | 784 | 8 | Not listed | (210) 864-3333 | adviserinfo.sec.gov | |
| Beacon Financial Advisors LTD | Houston | $296.9 million | 492 | 2 | Not listed | (713) 622-9981 | bfaltd.com | adviserinfo.sec.gov |
| Best Invest | San Antonio | $296.4 million | 1,762 | 4 | Not listed | (210) 888-2820 | bestinvestsa.com | adviserinfo.sec.gov |
| Austin Money Management Corporation | Austin | $296.1 million | 276 | 2 | Not listed | (512) 607-5008 | austinmoneymanagement.com | adviserinfo.sec.gov |
| Orchid Advisory | Dallas | $295.7 million | 84 | 4 | Not listed | (704) 763-2776 | adviserinfo.sec.gov | |
| Buildgroup Management | Austin | $294.4 million | 4 | 5 | 4 | (917) 763-0770 | adviserinfo.sec.gov | |
| M.C. Byrd Wealth Management, LLC | Bellville | $294.2 million | 967 | 5 | Not listed | (979) 865-0660 | adviserinfo.sec.gov | |
| MDT Financial Advisors, LLC | Webster | $294 million | 644 | 7 | Not listed | (281) 938-1111 | mdtfa.com | adviserinfo.sec.gov |
| Nuclo Wealth | Houston | $293.7 million | 69 | 8 | Not listed | (281) 857-6435 | nuclowealth.com | adviserinfo.sec.gov |
| Orser Capital Management LLC | Southlake | $289.8 million | 345 | 2 | Not listed | (817) 697-2385 | orsercapitalmanagement.com | adviserinfo.sec.gov |
| Ridgepost Capital Advisors, LLC | Dallas | $288.4 million | 3 | 10 | 3 | (214) 999-6063 | adviserinfo.sec.gov | |
| Worth Asset Management | Dallas | $288.2 million | 333 | 12 | Not listed | (469) 257-5074 | worthassetmgmt.com | adviserinfo.sec.gov |
| Lehrer Financial & Economic Advisory Services | Houston | $286.3 million | 9 | 1 | Not listed | lehecoserv.com | adviserinfo.sec.gov | |
| Rivercrest Capital Management LLC | Fort Worth | $285.7 million | 3 | 21 | 3 | (817) 945-9700 | rivercrestcap.com | adviserinfo.sec.gov |
| M2g Ventures LLC | Fort Worth | $284 million | 12 | 26 | 12 | (817) 898-8515 | adviserinfo.sec.gov | |
| Dauntless Capital Partners LLC | Houston | $283.5 million | 6 | 13 | 5 | (202) 656-1250 | dauntlesscapital.com | adviserinfo.sec.gov |
| Founders Capital Management Inc | Houston | $281.8 million | 130 | 3 | Not listed | (713) 877-1188 | founderscapital.net | adviserinfo.sec.gov |
| Pontem Investment Management Company | Houston | $279.1 million | 2 | 6 | 2 | (713) 291-5785 | pontemec.com | adviserinfo.sec.gov |
| Schlegel Dunn LLC | Plano | $279.1 million | 535 | 4 | Not listed | (972) 327-3607 | schlegeldunn.com | adviserinfo.sec.gov |
| Lexington Hill Partners, LLC | Dallas | $278.4 million | 259 | 8 | Not listed | (214) 225-1891 | lexingtonhillpartners.com | adviserinfo.sec.gov |
| Planguide Financial | Southlake | $277.3 million | 9 | 1 | Not listed | (775) 379-9729 | planguidefinancial.com | adviserinfo.sec.gov |
| Johkim Capital Partners Management LLC | Dallas | $277 million | 3 | 6 | 1 | (214) 453-2664 | johkim.com | adviserinfo.sec.gov |
| Roserock Wealth Management, LLC | Dallas | $275 million | 463 | 2 | Not listed | (214) 220-8989 | roserockwealth.com | adviserinfo.sec.gov |
| Berry Wealth Group | Granbury | $274.5 million | 938 | 6 | Not listed | (817) 573-9595 | berrywg.com | adviserinfo.sec.gov |
| Legacy Capital | The Woodlands | $273.4 million | 1,055 | 3 | Not listed | (281) 595-1990 | lead-a-legacy.com | adviserinfo.sec.gov |
| Nolet Wealth Management, LLC | Fort Worth | $272.6 million | 40 | 4 | Not listed | (817) 350-4342 | noletwealth.com | adviserinfo.sec.gov |
| SK Advisor Network, LLC | Plano | $271.5 million | 576 | 2 | Not listed | (214) 851-8564 | adviserinfo.sec.gov | |
| Prota Financial | Houston | $270.4 million | 1,808 | 13 | Not listed | (713) 568-8171 | adviserinfo.sec.gov | |
| Foundation Energy Management | Addison | $270.3 million | 6 | 110 | 6 | (972) 707-2500 | foundationenergy.com | adviserinfo.sec.gov |
| Corps Capital Advisors, LLC | Southlake | $270.3 million | 184 | 9 | 2 | (214) 452-2300 | corpscapadvisors.com | adviserinfo.sec.gov |
| Tillridge Global Agribusiness Partners | Dallas | $270 million | 1 | 3 | 1 | (972) 432-1300 | adviserinfo.sec.gov | |
| CSR Capital | Dallas | $268.7 million | 1 | 8 | 1 | (214) 380-4149 | adviserinfo.sec.gov | |
| Live Oak Investment Partners | Austin | $266.4 million | 823 | 4 | Not listed | (512) 532-4700 | investliveoak.com | adviserinfo.sec.gov |
| Wisniewski Wealth Management | Dallas | $266.1 million | 2,011 | 5 | Not listed | (972) 965-8261 | adviserinfo.sec.gov | |
| Garnett Advisors, LLC | Denton | $265.7 million | 7 | 2 | Not listed | (940) 387-3881 | adviserinfo.sec.gov | |
| Bright Wealth Management, LLC | Lewisville | $265 million | 478 | 7 | Not listed | (972) 410-6623 | adviserinfo.sec.gov | |
| Imperium Wealth Management, LLC | San Antonio | $264.6 million | 795 | 6 | Not listed | (210) 332-9533 | imperiumwealth.com | adviserinfo.sec.gov |
| The Salient Zarvona Energy Fund GP, L.P. | Houston | $264.3 million | 4 | 5 | 4 | (713) 600-0600 | zarvonaenergy.com | adviserinfo.sec.gov |
| Team Financial Strategies | Abilene | $262 million | 1,205 | 11 | 1 | (325) 480-1587 | adviserinfo.sec.gov | |
| 1876 Partners, LP | Tomball | $260 million | 1 | 8 | 1 | (281) 545-7805 | adviserinfo.sec.gov | |
| Grey Rock Energy Management, LLC | Dallas | $259.9 million | 3 | 29 | 3 | (214) 396-2850 | grey-rock.com | adviserinfo.sec.gov |
| Redwood Family Wealth LLC | Plano | $258.5 million | 889 | 4 | Not listed | (469) 965-4001 | redwoodfamilywealth.com | adviserinfo.sec.gov |
| Hep Partners LLC | Dallas | $257.9 million | 10 | 8 | 10 | (214) 615-2300 | adviserinfo.sec.gov | |
| Texas Family Wealth, LLC | Friendswood | $257 million | 1,074 | 7 | Not listed | (281) 482-3100 | texasfamilywealth.com | adviserinfo.sec.gov |
| Hartmann Taylor Wealth Management, LLC | Dallas | $254.6 million | 480 | 5 | Not listed | (972) 833-2684 | adviserinfo.sec.gov | |
| Westpark Wealth Advisors, Inc. | Houston | $254.3 million | 773 | 25 | Not listed | (713) 266-2993 | westparkwealth.com | adviserinfo.sec.gov |
| JCP Investment Management, LLC | Houston | $252.3 million | 31 | 6 | 2 | (713) 333-5540 | jcpinv.com | adviserinfo.sec.gov |
| Hc2 Capital, LLC | Dallas | $251.6 million | 52 | 7 | 50 | (214) 217-7808 | hc2capital.com | adviserinfo.sec.gov |
| Riverchase Wealth Management, LLC | Flower Mound | $251.5 million | 572 | 5 | Not listed | (972) 471-9013 | riverchasewealth.com | adviserinfo.sec.gov |
| Bios Capital Management, LP | Fort Worth | $250.9 million | 24 | 8 | 24 | (817) 984-9197 | adviserinfo.sec.gov | |
| Styre Wealth | Fort Worth | $250.8 million | 697 | 6 | Not listed | (817) 605-7833 | adviserinfo.sec.gov | |
| Recurring Capital Management Company, LLC | Austin | $250.4 million | 9 | 6 | 9 | (512) 766-0676 | recurring.capital | adviserinfo.sec.gov |
| Dean Wealth Partners, LLC | Austin | $249.8 million | 682 | 4 | Not listed | (512) 346-1703 | deanwealthpartners.com | adviserinfo.sec.gov |
| Northill Aims, LLC | Richardson | $249.5 million | 528 | 2 | Not listed | (972) 480-6202 | northillaims.com | adviserinfo.sec.gov |
| Guided Capital Wealth Management, LLC | Houston | $249.2 million | 592 | 5 | Not listed | (832) 975-0710 | guidedcapitalwealth.com | adviserinfo.sec.gov |
| Buckhorn Resources, LP | Houston | $248.9 million | 7 | 11 | 7 | (281) 930-6030 | adviserinfo.sec.gov | |
| Focus Wealth Advisors, LLC | Houston | $247.6 million | 384 | 1 | Not listed | (713) 800-7170 | adviserinfo.sec.gov | |
| Stronghold Resource Partners | Dallas | $246.5 million | 7 | 45 | 7 | (972) 850-7474 | strongholdresourcepartners.com | adviserinfo.sec.gov |
| McKinney Capital Management | Houston | $246.1 million | 912 | 7 | Not listed | (713) 888-0841 | adviserinfo.sec.gov | |
| 3b Capital Management, LP | Dallas | $245.9 million | 3 | 3 | 3 | (214) 420-0832 | adviserinfo.sec.gov | |
| 994 Group | Austin | $244.7 million | 783 | 2 | Not listed | (512) 853-9597 | 994group.com | adviserinfo.sec.gov |
| Leon Capital Management, LLC | Dallas | $244.7 million | 21 | 75 | 16 | (214) 269-7400 | leoncapitalmanagement.com | adviserinfo.sec.gov |
| Boyce & Associates Wealth Consulting, Inc. | Cedar Park | $244.6 million | 811 | 8 | Not listed | (512) 522-4838 | adviserinfo.sec.gov | |
| Stegent Equity Advisors Inc. | Houston | $243.7 million | 377 | 3 | Not listed | adviserinfo.sec.gov | ||
| Position Wealth | The Woodlands | $242.1 million | 215 | 3 | Not listed | (281) 968-2780 | adviserinfo.sec.gov | |
| Turnbridge Capital, LLC | Little Elm | $241.2 million | 10 | 3 | 5 | (214) 624-5010 | turnbridgecapital.com | adviserinfo.sec.gov |
| Bland Garvey Wealth Advisors, LLC | Richardson | $241.2 million | 354 | 5 | Not listed | (972) 231-2503 | blandgarvey.com | adviserinfo.sec.gov |
| Heritage Haus Wealth Partners LLC | New Braunfels | $241.1 million | 1,177 | 6 | Not listed | (830) 316-3590 | heritagehauswealth.com | adviserinfo.sec.gov |
| Carlin Wealth Management Group, LLC | Austin | $240.9 million | 1,076 | 4 | Not listed | (737) 414-6565 | carlinwealthmanagementgroup.com | adviserinfo.sec.gov |
| Storehouse Financial LLC | Fort Worth | $240.4 million | 1,346 | 6 | Not listed | (877) 305-3233 | storehousefinancial.com | adviserinfo.sec.gov |
| Forefront | Austin | $239.8 million | 1,382 | 15 | Not listed | (512) 617-1984 | adviserinfo.sec.gov | |
| Outfitter Energy Management, LLC | Houston | $239.6 million | 1 | 3 | 1 | (281) 402-8174 | adviserinfo.sec.gov | |
| Lifetime Wealth Management P.C. | Rockwall | $239.6 million | 247 | 5 | 1 | (972) 771-0650 | adviserinfo.sec.gov | |
| Snowcap Capital Management | Dallas | $238.9 million | 18 | 2 | 1 | (214) 739-2025 | snowcapmanagement.com | adviserinfo.sec.gov |
| Rock Hill Capital | Houston | $238.8 million | 5 | 4 | 5 | (713) 715-7510 | rockhillcap.com | adviserinfo.sec.gov |
| Covalence Investment Partners, L.P. | Houston | $238.4 million | 5 | 7 | 3 | (832) 579-0455 | covalenceip.com | adviserinfo.sec.gov |
| Broadmark Asset Management LLC | Dallas | $238.4 million | 4 | 3 | Not listed | (214) 756-6900 | adviserinfo.sec.gov | |
| Redemption Capital | Midland | $237.3 million | 504 | 4 | Not listed | (432) 236-0866 | redcapllc.com | adviserinfo.sec.gov |
| Centennial Advisors, LLC | Austin | $237.3 million | 1,188 | 22 | 1 | (512) 265-5000 | iwanttoretirewell.com | adviserinfo.sec.gov |
| Awaken Wealth Partners LLC | Houston | $237.3 million | 802 | 7 | Not listed | (281) 358-0134 | awakenwealthpartners.com | adviserinfo.sec.gov |
| Valterra Partners LLC | Austin | $237 million | 5 | 6 | 5 | (646) 469-6465 | adviserinfo.sec.gov | |
| A3 Capital Advisors | Houston | $236.8 million | 63 | 2 | Not listed | (713) 447-5856 | a3capitaladvisors.com | adviserinfo.sec.gov |
| Fireside Capital Advisors | Dallas | $236.6 million | 438 | 4 | Not listed | (469) 357-6370 | firesidecapital.com | adviserinfo.sec.gov |
| Tevis Investment Management, LLC | Plano | $234.8 million | 581 | 1 | Not listed | (972) 971-2169 | tevisinvest.com | adviserinfo.sec.gov |
| Watercolor Financial | Austin | $234.8 million | 587 | 3 | Not listed | (512) 250-1544 | watercolorfinancial.com | adviserinfo.sec.gov |
| LSCP Advisors, LLC | Austin | $233.1 million | 5 | 16 | 2 | (512) 407-2600 | legacystarcapital.com | adviserinfo.sec.gov |
| High River Resources Management LLC | Dallas | $232.8 million | 1 | 10 | 1 | (214) 760-6736 | highriverllc.com | adviserinfo.sec.gov |
| Blue Orca, LLC | Austin | $232.2 million | 6 | 7 | 2 | (512) 934-4736 | adviserinfo.sec.gov | |
| Kingfish Capital Partners LLC | Southlake | $231.8 million | 9 | 36 | 9 | (650) 980-0200 | kingfishgroup.com | adviserinfo.sec.gov |
| SVRN Asset Management, LLC | Austin | $231.5 million | 122 | 2 | 2 | (773) 442-2294 | severianasset.com | adviserinfo.sec.gov |
| Vann Equity Management LLC | Plano | $231.2 million | 188 | 5 | Not listed | (214) 983-0346 | vannequitymanagement.com | adviserinfo.sec.gov |
| Austerra Wealth Management LLC | Dallas | $230.3 million | 39 | 3 | 2 | (214) 810-0250 | austerra.com | adviserinfo.sec.gov |
| Atlasmark Financial, Inc. | Austin | $228.6 million | 374 | 1 | Not listed | (512) 270-2900 | atlasmark.com | adviserinfo.sec.gov |
| Calderwood Financial Strategies, Inc. | Houston | $228.5 million | 69 | 5 | Not listed | (832) 821-2462 | calderwoodfinancial.com | adviserinfo.sec.gov |
| Waterford Capital Investment Advisory Services LLC | Addison | $228.5 million | 331 | 3 | Not listed | (214) 363-6920 | waterfordcapital.com | adviserinfo.sec.gov |
| Snider Advisors | Irving | $228.1 million | 513 | 4 | Not listed | (214) 220-0055 | adviserinfo.sec.gov | |
| Catalyst Capital Advisers LLC | Dallas | $228.1 million | 2 | 2 | 2 | (469) 249-1000 | adviserinfo.sec.gov | |
| KWK Management LLC | Houston | $227.6 million | 3 | 7 | 2 | (346) 396-0300 | kwkmgmt.com | adviserinfo.sec.gov |
| D.H. Hill Advisors, Inc. | Kingwood | $226.4 million | 938 | 19 | Not listed | (832) 644-1852 | dhhill.com | adviserinfo.sec.gov |
| Principia Wealth Advisory, LLC | Dallas | $225 million | 737 | 5 | Not listed | (214) 775-0899 | pwadvisory.com | adviserinfo.sec.gov |
| Capital Advisory Group, Inc. | Dallas | $224.9 million | 296 | 3 | Not listed | (972) 770-4840 | cagwm.com | adviserinfo.sec.gov |
| WL Ross & Co. LLC | Dallas | $224.6 million | 4 | 9 | 3 | (972) 715-7400 | invesco.com | adviserinfo.sec.gov |
| Reb Capital Management, LLC | Dallas | $224.5 million | 3 | 4 | 1 | (214) 572-8922 | rebcm.com | adviserinfo.sec.gov |
| McAlister, Sweet & Associates, Inc. | Houston | $224.2 million | 368 | 4 | Not listed | (281) 897-0700 | msamsa.net | adviserinfo.sec.gov |
| Spring Capital Management | Amarillo | $223 million | 316 | 2 | Not listed | (806) 322-5000 | springcapitalmanagement.com | adviserinfo.sec.gov |
| RWM Capital, LLC | Sugar Land | $222.4 million | 2,731 | 63 | Not listed | (832) 981-7000 | adviserinfo.sec.gov | |
| Halcyon Global Advisors | Dallas | $221.3 million | 449 | 2 | Not listed | (972) 499-8278 | halcyonga.com | adviserinfo.sec.gov |
| Wisdom Index Advisors | Prosper | $221.3 million | 659 | 4 | Not listed | (972) 931-0063 | wisdomindex.com | adviserinfo.sec.gov |
| Coronado Resources Management LP | Dallas | $221.1 million | 11 | 9 | 11 | (214) 651-6245 | coronado-resources.com | adviserinfo.sec.gov |
| Acacia Partners, LLC | Austin | $220.7 million | 5 | 5 | 5 | (214) 973-2373 | acaciapartnersllc.com | adviserinfo.sec.gov |
| Ballast Asset Management | Dallas | $220.7 million | 2 | 5 | Not listed | (469) 502-3652 | adviserinfo.sec.gov | |
| Strategic Financial Planning, Inc. | Plano | $220.6 million | 566 | 3 | Not listed | (972) 403-1234 | adviserinfo.sec.gov | |
| The Personal Wealth Coach | Salado | $219.6 million | 883 | 3 | Not listed | (254) 947-1111 | tpwc.com | adviserinfo.sec.gov |
| Emc Capital Management, LLC | Houston | $218.9 million | 18 | 1 | 1 | (832) 231-0130 | emccap.com | adviserinfo.sec.gov |
| Christian Financial Advisors | New Braunfels | $218.7 million | 938 | 9 | Not listed | (830) 609-6986 | christianfinancialadvisors.com | adviserinfo.sec.gov |
| Jackson Hill Advisors, LLC | Houston | $217.9 million | 1 | 3 | 1 | (713) 609-9087 | jacksonhilladvisors.com | adviserinfo.sec.gov |
| Prescott Advisors, LLC | Dallas | $217.8 million | 5 | 21 | 5 | (214) 750-0009 | prescottgroup.com | adviserinfo.sec.gov |
| Parker Financial Advisors LLC | Houston | $217.6 million | 359 | 2 | Not listed | (832) 476-3495 | adviserinfo.sec.gov | |
| White Rock Capital | Dallas | $217.4 million | 3 | 2 | 2 | (214) 526-1465 | adviserinfo.sec.gov | |
| ARK Wealth Management | Austin | $216 million | 611 | 2 | Not listed | (512) 660-5703 | arkfinancial.com | adviserinfo.sec.gov |
| Icp Group Investment Manager, LLC | Dallas | $215.9 million | 8 | 6 | 4 | (469) 747-1700 | icpgp.com | adviserinfo.sec.gov |
| Mission Trail Capital Management, LLC | Austin | $214.5 million | 1 | 4 | 1 | (512) 537-8677 | missiontrailcapital.com | adviserinfo.sec.gov |
| Daniels & Erickson Financial Advisors, LLC | Dallas | $213.6 million | 148 | 4 | Not listed | (214) 750-8985 | adviserinfo.sec.gov | |
| Floyd Capital Management | Texarkana | $213.5 million | 308 | 4 | Not listed | floydcapitalmanagement.com | adviserinfo.sec.gov | |
| Miai, Inc. | Dallas | $213.3 million | 276 | 4 | Not listed | (214) 739-5677 | maplewoodinvestments.com | adviserinfo.sec.gov |
| Lake Pacific Partners | Dallas | $213.2 million | 1 | 2 | 1 | (312) 578-1110 | lakepacific.com | adviserinfo.sec.gov |
| J.E. Simmons & Co., P.C. | Dallas | $213.1 million | 394 | 4 | Not listed | (972) 404-1040 | jesimmons.com | adviserinfo.sec.gov |
| Skylark Private Equity Partners, LP | Dallas | $211.4 million | 2 | 7 | 2 | (214) 817-4290 | skylarkpe.com | adviserinfo.sec.gov |
| Centric Advisors, LLC | Cypress | $211.3 million | 966 | 11 | Not listed | (888) 215-5888 | adviserinfo.sec.gov | |
| Halbert Wealth Management, Inc | Austin | $211.2 million | 602 | 5 | Not listed | (512) 263-3800 | halbertwealth.com | adviserinfo.sec.gov |
| Parkstone Wealth Management, LLC | Arlington | $210.6 million | 87 | 3 | Not listed | (817) 962-0068 | parkstonewealth.com | adviserinfo.sec.gov |
| Impact Shares | Dallas | $210.4 million | 3 | 3 | Not listed | (469) 442-8424 | adviserinfo.sec.gov | |
| Succession Financial, Inc | McKinney | $210.3 million | 174 | 6 | Not listed | (214) 334-6261 | succession-financial.com | adviserinfo.sec.gov |
| Lummis Asset Management, L.P. | Fort Worth | $210 million | 129 | 1 | Not listed | (817) 348-0577 | lamcocapital.com | adviserinfo.sec.gov |
| Strategic Wealth Planning | Richardson | $208.6 million | 781 | 6 | Not listed | (214) 727-6000 | awealthplan.com | adviserinfo.sec.gov |
| Lynwood Price Capital Management LP | Austin | $207.9 million | 2 | 3 | 1 | (512) 521-0075 | adviserinfo.sec.gov | |
| Capstar Financial Services LLC | Austin | $207.8 million | 826 | 4 | Not listed | (512) 215-9030 | capstarfinancial.com | adviserinfo.sec.gov |
| Terraform Wealth, LLC | Houston | $207.5 million | 85 | 2 | Not listed | (713) 784-4848 | adviserinfo.sec.gov | |
| Smith & Wyatt | College Station | $207.5 million | 724 | 9 | Not listed | (979) 431-5440 | adviserinfo.sec.gov | |
| Lake Hills Wealth Management, LLC | Austin | $206.9 million | 749 | 4 | Not listed | (512) 580-4740 | adviserinfo.sec.gov | |
| Comunidad Realty Partners | Austin | $206.5 million | 4 | 15 | 4 | (619) 955-7665 | adviserinfo.sec.gov | |
| Cooksen Wealth, LLC | The Woodlands | $206.2 million | 331 | 3 | Not listed | (832) 592-2554 | cooksenwealth.com | adviserinfo.sec.gov |
| White Rock Oil & Gas Holdings, LLC | Plano | $205.1 million | 4 | 10 | 4 | (214) 981-1400 | whiterockoilandgas.com | adviserinfo.sec.gov |
| Steelhead Capital Management, LLC | Fort Worth | $202.5 million | 20 | 6 | 20 | (817) 984-9197 | steelheadcm.com | adviserinfo.sec.gov |
| Robinson Value Management, LTD. | San Antonio | $202.3 million | 115 | 2 | Not listed | (210) 490-2545 | skepticalinvestor.com | adviserinfo.sec.gov |
| Planning Works Advisory, Inc. | Austin | $199.8 million | 623 | 4 | Not listed | (512) 498-7526 | planningworksinc.com | adviserinfo.sec.gov |
| Pingora Partners LLC | Dallas | $199.4 million | 32 | 1 | Not listed | (307) 739-8686 | adviserinfo.sec.gov | |
| The Catalyst Group, Inc. | Houston | $199.4 million | 10 | 4 | 10 | (512) 320-8600 | tcgfunds.com | adviserinfo.sec.gov |
| Scalar Gauge Management, LLC | Dallas | $199.4 million | 6 | 3 | 3 | (469) 708-2080 | scalargauge.com | adviserinfo.sec.gov |
| Miller Global Investments, L.L.C. | Dallas | $199.4 million | 214 | 2 | Not listed | (214) 272-8504 | millerglobalinvestments.com | adviserinfo.sec.gov |
| Intercapital | Austin | $198.7 million | 1 | 2 | 1 | (504) 610-8109 | intercapital.com | adviserinfo.sec.gov |
| Scaleworks Capital, LLC | San Antonio | $198.4 million | 5 | 11 | 5 | (210) 544-5409 | soil.works | adviserinfo.sec.gov |
| Rydar Equities, Inc. | Weatherford | $197.4 million | 406 | 2 | Not listed | (432) 634-8673 | rydarequities.com | adviserinfo.sec.gov |
| Avant Financial Advisors | Austin | $196.4 million | 522 | 5 | Not listed | (512) 910-2467 | adviserinfo.sec.gov | |
| J.K. Financial, Inc. | Dallas | $195.8 million | 417 | 3 | Not listed | (214) 706-4300 | adviserinfo.sec.gov | |
| Stonetree Investment Partners LLC | Dallas | $195.7 million | 6 | 6 | 6 | (214) 226-2665 | stonetreeinvest.com | adviserinfo.sec.gov |
| Fulcrum Wealth Management | Plano | $192.8 million | 741 | 4 | Not listed | (888) 304-6942 | fulcrumeq.com | adviserinfo.sec.gov |
| Mozayyx Management LLC | Austin | $192.7 million | 6 | 4 | 4 | (512) 265-6180 | mozayyx.com | adviserinfo.sec.gov |
| Hampton Rock Wealth Management | Austin | $192.4 million | 161 | 7 | Not listed | (512) 256-9272 | hamptonrock.com | adviserinfo.sec.gov |
| Blueheel LLC | Dallas | $192.3 million | 47 | 4 | 2 | (214) 559-9972 | adviserinfo.sec.gov | |
| High Plains Investment Advisors, Inc. | Lubbock | $191.2 million | 415 | 2 | Not listed | (806) 793-7934 | hptxadvisors.com | adviserinfo.sec.gov |
| Forthright Family Wealth Advisory LLC | Houston | $191.2 million | 221 | 2 | Not listed | (713) 510-3510 | forthrightwealth.com | adviserinfo.sec.gov |
| Cove Wealth Management | Houston | $190.1 million | 309 | 4 | Not listed | (713) 821-3243 | covewm.com | adviserinfo.sec.gov |
| Solutions 4 Wealth | Southlake | $189.4 million | 649 | 5 | 1 | (817) 934-7010 | adviserinfo.sec.gov | |
| Retirement Advisors, LLC | Dallas | $186.4 million | 113 | 3 | Not listed | (972) 371-0545 | retirementadvisorsllc.com | adviserinfo.sec.gov |
| Retirement Financial Group, LLC | Beaumont | $185.9 million | 1,004 | 4 | Not listed | (409) 908-4160 | adviserinfo.sec.gov | |
| Diamond Client Group, LLC | The Woodlands | $185.8 million | 714 | 11 | Not listed | (832) 319-1555 | adviserinfo.sec.gov | |
| Delos Private Client Group, LLC | Dallas | $185.6 million | 382 | 9 | Not listed | (972) 810-1610 | adviserinfo.sec.gov | |
| Strategic Advisory Services, L.L.C. | Houston | $184.9 million | 412 | 5 | Not listed | (713) 977-3800 | adviserinfo.sec.gov | |
| Brindle & Bay Financial Advisors, LLC | Frisco | $184.8 million | 627 | 4 | Not listed | (214) 988-9178 | brindleandbay.com | adviserinfo.sec.gov |
| Authentikos Wealth Advisory LLC | New Braunfels | $184.1 million | 928 | 5 | Not listed | (877) 457-4567 | adviserinfo.sec.gov | |
| Mytimeequity | Plano | $184 million | 512 | 7 | 6 | (972) 330-2771 | mytimeequity.com | adviserinfo.sec.gov |
| Brazos Wealth Advisors LLC | Fort Worth | $183.7 million | 425 | 3 | Not listed | (682) 350-1055 | adviserinfo.sec.gov | |
| White Wing Wealth Management, LLC | The Woodlands | $182.8 million | 500 | 5 | Not listed | (832) 764-5305 | adviserinfo.sec.gov | |
| Kingstone Capital Partners Texas, LLC | Frisco | $182.3 million | 479 | 8 | Not listed | (866) 361-1600 | kingstonecapitalpartners.com | adviserinfo.sec.gov |
| Martin Capital Advisors, LLP | San Antonio | $181.9 million | 84 | 9 | Not listed | (210) 694-2100 | martincapital.com | adviserinfo.sec.gov |
| New Dimensions Wealth Management, L.L.C. | Allen | $181.5 million | 508 | 3 | Not listed | (972) 972-8565 | adviserinfo.sec.gov | |
| Maroon Pass Advisors LP | Austin | $178.6 million | 4 | 2 | 4 | (646) 202-1584 | maroonpass.com | adviserinfo.sec.gov |
| TDC Capital Advisors, Inc. | College Station | $177.6 million | 217 | 4 | Not listed | (979) 260-9696 | tdcadvisors.com | adviserinfo.sec.gov |
| Farris Capital Management Inc. | Carrollton | $177.5 million | 901 | 3 | Not listed | (214) 525-2141 | farriscap.com | adviserinfo.sec.gov |
| Bannerman Wealth | Lewisville | $176.6 million | 636 | 6 | Not listed | (214) 919-4448 | adviserinfo.sec.gov | |
| Quantor Capital LLC | Houston | $176.4 million | 18 | 4 | 2 | (281) 565-0355 | quantorcapital.com | adviserinfo.sec.gov |
| Hill Country Group | Boerne | $175.5 million | 879 | 6 | Not listed | (830) 815-2000 | adviserinfo.sec.gov | |
| Wpa Family Office, LLC | Dallas | $175.2 million | 35 | 5 | Not listed | (214) 945-0888 | wpafamilyoffice.com | adviserinfo.sec.gov |
| TNT Asset Management, LLC | Round Rock | $174.9 million | 506 | 6 | Not listed | (512) 255-1600 | adviserinfo.sec.gov | |
| Newport Global Advisors L.P. | The Woodlands | $174.8 million | 6 | 5 | 5 | (713) 559-7400 | newportglobaladvisors.com | adviserinfo.sec.gov |
| Teca Partners, LP | Austin | $174.8 million | 3 | 4 | 1 | (212) 266-0104 | adviserinfo.sec.gov | |
| Viaquest Advisors LLC | Houston | $174.4 million | 559 | 5 | Not listed | (281) 335-7609 | viaquestfinancial.com | adviserinfo.sec.gov |
| Maqro Advisors LLC | Austin | $174.4 million | 981 | 4 | 8 | (512) 673-8292 | maqro.com | adviserinfo.sec.gov |
| QMP Management, LLC | Dallas | $174.3 million | 2 | 4 | 2 | (214) 855-2954 | adviserinfo.sec.gov | |
| Atx Financial Planning, LLC | Austin | $174.3 million | 490 | 5 | Not listed | (512) 693-4040 | atxfinancialplanning.com | adviserinfo.sec.gov |
| Provident Financial Planning, LLC | Addison | $174.2 million | 343 | 2 | Not listed | (888) 752-6234 | providentfp.com | adviserinfo.sec.gov |
| Jaykay Wealth Advisors, Inc. | Houston | $173.8 million | 354 | 6 | Not listed | (713) 780-4575 | adviserinfo.sec.gov | |
| Cornermen Financial, LLC | San Antonio | $172.7 million | 780 | 4 | Not listed | (210) 702-3961 | cornermenfinancial.com | adviserinfo.sec.gov |
| Vannoy Advisory Group, Inc. | Austin | $172.4 million | 251 | 2 | Not listed | (512) 759-7759 | vannoyadvisorygroup.com | adviserinfo.sec.gov |
| Argent Wealth Management, Inc. | Round Rock | $172.4 million | 308 | 1 | Not listed | (512) 238-6883 | awmtx.com | adviserinfo.sec.gov |
| Ridgeback Capital Management | Bellaire | $171.5 million | 114 | 3 | Not listed | (713) 667-4026 | ridgebackcm.com | adviserinfo.sec.gov |
| Prophet Equity Management II LLC | Southlake | $171.4 million | 1 | 8 | 1 | (817) 898-1500 | prophetequity.com | adviserinfo.sec.gov |
| Cain Capital Management, LP | Dallas | $171.2 million | 92 | 4 | 11 | (972) 685-1799 | adviserinfo.sec.gov | |
| RWR Investments LLC | Dallas | $170.9 million | 9 | 4 | 1 | (214) 308-1970 | adviserinfo.sec.gov | |
| Joseph Advisory | El Paso | $170.9 million | 8 | 1 | 8 | (915) 820-8082 | adviserinfo.sec.gov | |
| Focus 401 (K) Group, LLC | Addison | $169.9 million | 27 | 2 | Not listed | (214) 373-4113 | focus401kgroup.com | adviserinfo.sec.gov |
| Ddelta Real Estate Investments | Austin | $169.6 million | 8 | 9 | 5 | (512) 457-0300 | 3nstrategies.com | adviserinfo.sec.gov |
| Ecp Investment Advisors LLC | Dallas | $167.7 million | 13 | 11 | 13 | (214) 922-1063 | excapadvisors.com | adviserinfo.sec.gov |
| South Texas Capital Advisors, LLC | New Braunfels | $167.2 million | 59 | 2 | Not listed | (830) 387-4110 | southtexascapital.com | adviserinfo.sec.gov |
| Schlindwein Associates LLC | Dallas | $167.1 million | 363 | 3 | Not listed | (469) 385-7040 | adviserinfo.sec.gov | |
| Greenbelt Investment Advisors, LLC | Round Rock | $167 million | 430 | 5 | Not listed | (800) 617-3900 | greenbeltadv.com | adviserinfo.sec.gov |
| Skybound Wealth USA | Houston | $166.5 million | 339 | 12 | Not listed | (346) 845-0001 | adviserinfo.sec.gov | |
| Red Swan Private Client | Houston | $165.3 million | 7 | 8 | Not listed | (713) 360-7928 | adviserinfo.sec.gov | |
| Womack Financial LLC | Dallas | $164.7 million | 556 | 3 | 1 | (214) 843-0070 | womackfinancial.com | adviserinfo.sec.gov |
| Black Barn Financial, LLC | Austin | $164.6 million | 656 | 6 | Not listed | (512) 368-9179 | adviserinfo.sec.gov | |
| Perea Capital | Houston | $164.2 million | 25 | 1 | 1 | (832) 339-7449 | pereacapital.com | adviserinfo.sec.gov |
| Thirteen Twenty-Two Advisors | Fort Worth | $163.5 million | 743 | 6 | Not listed | (817) 484-9800 | 1322advisors.com | adviserinfo.sec.gov |
| Maple Park Capital | Dallas | $162.2 million | 2 | 8 | 2 | (214) 302-5550 | adviserinfo.sec.gov | |
| Peak American Investment Advisors, Inc. | Plano | $162.1 million | 700 | 10 | Not listed | (972) 212-9292 | adviserinfo.sec.gov | |
| Encore Global Management LP | Houston | $160.2 million | 3 | 2 | 1 | (713) 933-3838 | encoregm.com | adviserinfo.sec.gov |
| Spectrum Advisors, Inc. | Plano | $160 million | 890 | 9 | Not listed | (972) 931-3700 | spectrumadvisors.net | adviserinfo.sec.gov |
| Murray Investment Management, LLC | Houston | $159.1 million | 131 | 2 | Not listed | (713) 850-7444 | murrayinvestment.com | adviserinfo.sec.gov |
| Hackett Financial Group, LLC | Wimberley | $159.1 million | 710 | 7 | Not listed | (512) 847-0630 | adviserinfo.sec.gov | |
| Graystreet Partners | San Antonio | $159 million | 59 | 7 | 8 | (210) 736-5400 | graystreet.com | adviserinfo.sec.gov |
| Verus Financial Group | Sugar Land | $158.7 million | 752 | 8 | Not listed | (713) 909-3188 | adviserinfo.sec.gov | |
| Scherer Financial Advisory Services, LLC | Dallas | $158.3 million | 178 | 5 | Not listed | (972) 267-9655 | schererfinancial.net | adviserinfo.sec.gov |
| Strategic Wealth Management, LLC | Bedford | $157.8 million | 353 | 4 | Not listed | (817) 391-1090 | adviserinfo.sec.gov | |
| Bison Investment Advisors, LLC | The Woodlands | $157.5 million | 304 | 4 | 1 | (281) 665-3616 | bisoninvestmentadvisors.com | adviserinfo.sec.gov |
| Collective Wealth Advisors LLC | Coppell | $157 million | 549 | 7 | Not listed | (214) 427-1427 | adviserinfo.sec.gov | |
| Sallyport | Houston | $156.7 million | 1 | 6 | 1 | (281) 423-0260 | sallyportinvestments.com | adviserinfo.sec.gov |
| JTS Fund Advisors, LLC | Waco | $156.4 million | 6 | 11 | 6 | (254) 313-1003 | jtscap.com | adviserinfo.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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