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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.

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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

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Ironbridge Private Wealth, LLCAustin$379.7 million5066Not listed(512) 327-8901adviserinfo.sec.gov
CMG Wealth ManagementPlano$379.4 million6745Not listed(469) 729-7084adviserinfo.sec.gov
Legacy Consulting GroupPlano$378.6 million5164Not listed(972) 599-4750legacyconsultinggroup.comadviserinfo.sec.gov
Concorde Investment ManagementDallas$376.2 million3786Not listed(972) 701-5400concordeco.comadviserinfo.sec.gov
Cultivar Capital, Inc.Denton$375.1 million9873Not listed(940) 600-4553cultivarcapital.comadviserinfo.sec.gov
KM Capital Management, LTD.Austin$374.4 million429Not listed(512) 697-0290kmcapitalmgt.comadviserinfo.sec.gov
Juniper Capital Investment Management, L.P.Houston$370.8 million2132(713) 335-4700juncap.comadviserinfo.sec.gov
Overridge Wealth AdvisorsFort Worth$368.2 million1,40110Not listed(817) 738-1451adviserinfo.sec.gov
Redbud AdvisorsAustin$367.8 million3928Not listed(512) 222-6968adviserinfo.sec.gov
Unity PartnersDallas$367 million3243(314) 210-9702unitypartnerslp.comadviserinfo.sec.gov
M. E. Allison & Co., Inc.San Antonio$366.4 million49912Not listed(210) 930-4000meallison.comadviserinfo.sec.gov
Old Hickory Partners Management, LPAustin$366.3 million2102(512) 579-4073adviserinfo.sec.gov
Financial Life AdvisorsSan Antonio$366.3 million75211Not listed(210) 918-8998financiallifeadvisers.comadviserinfo.sec.gov
Camden Wealth Advisors LLCHouston$366.3 million5246Not listed(713) 341-5312adviserinfo.sec.gov
Homage Wealth Group LLCHouston$366.2 million72Not listed(713) 725-0696adviserinfo.sec.gov
Beaumont Asset Management, LLCBeaumont$365.2 million4934Not listed(409) 899-9569beaumontasset.comadviserinfo.sec.gov
TL Private WealthSouthlake$364.5 million6824Not listed(682) 831-1048adviserinfo.sec.gov
Shelton Wealth Management, LLCFort Worth$364.5 million4774Not listed(817) 415-2877sheltonwealth.comadviserinfo.sec.gov
Greenfield Seitz Capital Management, LLCDallas$363.4 million4584Not listed(214) 367-6170gscapital.netadviserinfo.sec.gov
Crestmont Private Wealth LLCBoerne$363 million8045Not listed(830) 468-5366adviserinfo.sec.gov
Tsa Wealth ManagementHouston$358.8 million6663Not listed(713) 735-9217adviserinfo.sec.gov
Robertson Opportunity Capital, LLCDallas$358.7 million262(972) 713-5001rocapital.comadviserinfo.sec.gov
Lifeway Financial CorporationPlano$358.7 million4915Not listed(972) 378-3677lifewayfinancial.comadviserinfo.sec.gov
Heritage Wealth ManagementHouston$357.8 million8036Not listed(713) 871-9800heritageplanners.comadviserinfo.sec.gov
McDonald Capital ManagementLubbock$357.7 million40222(806) 744-8617islaycapital.comadviserinfo.sec.gov
Stone Oak Wealth Management, LLCSan Antonio$355.6 million9437Not listed(210) 339-2707adviserinfo.sec.gov
Heritage Retirement Advisors, LLCColleyville$351.1 million3493Not listed(817) 503-0100heritage-retirement.comadviserinfo.sec.gov
Norcap Investment Management, L.P.Austin$350.6 million585(972) 701-8813norcapfunds.comadviserinfo.sec.gov
Empower Wealth ManagementCedar Park$349.3 million1,5998Not listed(512) 833-6557empoweringretirement.comadviserinfo.sec.gov
Michels Family Financial, LLCFort Worth$347.9 million1,3918Not listed(817) 719-9999michelsfamilyfinancial.comadviserinfo.sec.gov
Cottonwood Capital AdvisorsIrving$347.3 million64054(972) 573-4030cottonwoodcapitaladvisors.comadviserinfo.sec.gov
GBM Wealth Management, Inc.Houston$346.4 million54610Not listed(281) 745-9100gbminvestor.comadviserinfo.sec.gov
Velocis Management, LLCDallas$346.4 million9208(214) 702-0220adviserinfo.sec.gov
RHP Wealth ManagementHouston$344.8 million6439Not listed(713) 554-2252adviserinfo.sec.gov
Crescent Advisor Group, Inc.Plano$344.4 million51018Not listed(972) 490-0150adviserinfo.sec.gov
Augment Advisors, LLCAustin$342.6 million38338(757) 298-9839adviserinfo.sec.gov
Carroll Advisory GroupTexarkana$341.1 million7127Not listed(903) 793-4014carrolladvisory.comadviserinfo.sec.gov
Cap Six AdvisorsHouston$340.8 million1285Not listed(281) 671-7982cap-six.comadviserinfo.sec.gov
Eltekon Advisors, LLC.West Lake Hills$340 million9008Not listed(512) 477-3200eltekon.comadviserinfo.sec.gov
RPS Retirement Plan AdvisorsAustin$336.3 million313Not listed(512) 918-0000adviserinfo.sec.gov
Lonestar Registered Investment Advisors, LLCLubbock$336.2 million1,19513Not listed(866) 785-5350retirewithlonestar.comadviserinfo.sec.gov
Capital IdeasDallas$336.2 million2705Not listed(214) 750-4400adviserinfo.sec.gov
Intrepid Investment Management, LLCHouston$336 million979(212) 279-1996intrepidim.comadviserinfo.sec.gov
The Menard Financial Group, LLCHouston$335.3 million3543Not listed(713) 364-1515themenardfinancialgroup.netadviserinfo.sec.gov
Trisperity Advisors, LLCKaty$335.2 million8252Not listed(281) 395-1021trisperity.comadviserinfo.sec.gov
Aspenridge Wealth AdvisorsFort Worth$335 million1,3527Not listed(682) 231-8331aspenridgewealthadvisors.comadviserinfo.sec.gov
Leggett Capital PartnersHouston$333.4 million20520(832) 804-8301leggettventures.comadviserinfo.sec.gov
Dovetail Wealth Management, LLCTaylor$333.1 million8674Not listed(512) 352-1613adviserinfo.sec.gov
Hazoor Partners, LLCAustin$330.7 million7105(458) 203-0665hazoorpartners.comadviserinfo.sec.gov
Fluent Financial, LLCDallas$329.7 million1,0309Not listed(972) 852-4800adviserinfo.sec.gov
Techquity Capital ManagementAustin$329 million222(512) 609-1820evolvedwirelessllc.comadviserinfo.sec.gov
Avondale Wealth Management LLCWest Lake Hills$326.7 million6107Not listed(512) 505-8148avondalewealth.comadviserinfo.sec.gov
Resilient Capital Management, LLCDallas$326.1 million333(972) 975-5665resilientcappartners.comadviserinfo.sec.gov
Patron Partners, LLCHouston$325.7 million6217Not listed(971) 371-3450patronpartnersadvisors.comadviserinfo.sec.gov
Crimson ManagementHouston$324.5 million552Not listedcrimsonmanagement.comadviserinfo.sec.gov
Asset Preservation Group IncGrapevine$321.2 million1,1794Not listed(817) 251-1008apg-advisors.comadviserinfo.sec.gov
Founder Family Financial, LLCAustin$321 million30233(843) 621-0435adviserinfo.sec.gov
Meros Investment Management, LPDallas$321 million410Not listed(214) 871-5200merosinv.comadviserinfo.sec.gov
Awm Financial Services Inc.The Woodlands$320.6 million2,70019Not listed(281) 444-7555adviserinfo.sec.gov
Plagens & Taylor Wealth ManagementSan Angelo$318.3 million3896Not listed(325) 486-8600pt-wealth.comadviserinfo.sec.gov
Openair Financial, LLCSouthlake$318 million1,2127Not listed(214) 233-6059openairfinancial.comadviserinfo.sec.gov
Bonner & Smith, LLCLubbock$314.8 million1,0443Not listed(806) 798-1880bonner-smith.comadviserinfo.sec.gov
Glass Wealth Management Co., LLCSan Antonio$311.9 million3676Not listed(210) 930-5141adviserinfo.sec.gov
Lake Whillans Capital Partners LLCPlano$311.9 million454(646) 389-1032lakewhillans.comadviserinfo.sec.gov
NFWMPlano$311.9 million6622Not listed(214) 379-3333adviserinfo.sec.gov
Carriage Services Investment Advisors, Inc.Houston$308.2 million12441(713) 332-8400adviserinfo.sec.gov
Broadway Wealth SolutionsSan Antonio$308.1 million1,25411Not listed(210) 283-6600broadway.bankadviserinfo.sec.gov
Leap Wealth ManagementDallas$305.5 million1,1905Not listed(214) 420-7441leapwealth.comadviserinfo.sec.gov
Rockwall Wealth ManagementRockwall$305.5 million1,2734Not listed(972) 771-1472adviserinfo.sec.gov
Nextbio Capital Management LPAustin$305.2 million866(650) 501-0882nextbiocapital.comadviserinfo.sec.gov
Penney FinancialHouston$303.5 million4653Not listed(713) 300-5165penneyfinancial.comadviserinfo.sec.gov
Canyon Abf Manager LLCDallas$300 million21222(214) 253-6000canyonpartners.comadviserinfo.sec.gov
Core Capital Management and Research Inc.Houston$298.8 million2694Not listed(713) 864-4300ccmr.ioadviserinfo.sec.gov
Avid Wealth Partners, LLCSan Antonio$298.5 million7848Not listed(210) 864-3333adviserinfo.sec.gov
Beacon Financial Advisors LTDHouston$296.9 million4922Not listed(713) 622-9981bfaltd.comadviserinfo.sec.gov
Best InvestSan Antonio$296.4 million1,7624Not listed(210) 888-2820bestinvestsa.comadviserinfo.sec.gov
Austin Money Management CorporationAustin$296.1 million2762Not listed(512) 607-5008austinmoneymanagement.comadviserinfo.sec.gov
Orchid AdvisoryDallas$295.7 million844Not listed(704) 763-2776adviserinfo.sec.gov
Buildgroup ManagementAustin$294.4 million454(917) 763-0770adviserinfo.sec.gov
M.C. Byrd Wealth Management, LLCBellville$294.2 million9675Not listed(979) 865-0660adviserinfo.sec.gov
MDT Financial Advisors, LLCWebster$294 million6447Not listed(281) 938-1111mdtfa.comadviserinfo.sec.gov
Nuclo WealthHouston$293.7 million698Not listed(281) 857-6435nuclowealth.comadviserinfo.sec.gov
Orser Capital Management LLCSouthlake$289.8 million3452Not listed(817) 697-2385orsercapitalmanagement.comadviserinfo.sec.gov
Ridgepost Capital Advisors, LLCDallas$288.4 million3103(214) 999-6063adviserinfo.sec.gov
Worth Asset ManagementDallas$288.2 million33312Not listed(469) 257-5074worthassetmgmt.comadviserinfo.sec.gov
Lehrer Financial & Economic Advisory ServicesHouston$286.3 million91Not listedlehecoserv.comadviserinfo.sec.gov
Rivercrest Capital Management LLCFort Worth$285.7 million3213(817) 945-9700rivercrestcap.comadviserinfo.sec.gov
M2g Ventures LLCFort Worth$284 million122612(817) 898-8515adviserinfo.sec.gov
Dauntless Capital Partners LLCHouston$283.5 million6135(202) 656-1250dauntlesscapital.comadviserinfo.sec.gov
Founders Capital Management IncHouston$281.8 million1303Not listed(713) 877-1188founderscapital.netadviserinfo.sec.gov
Pontem Investment Management CompanyHouston$279.1 million262(713) 291-5785pontemec.comadviserinfo.sec.gov
Schlegel Dunn LLCPlano$279.1 million5354Not listed(972) 327-3607schlegeldunn.comadviserinfo.sec.gov
Lexington Hill Partners, LLCDallas$278.4 million2598Not listed(214) 225-1891lexingtonhillpartners.comadviserinfo.sec.gov
Planguide FinancialSouthlake$277.3 million91Not listed(775) 379-9729planguidefinancial.comadviserinfo.sec.gov
Johkim Capital Partners Management LLCDallas$277 million361(214) 453-2664johkim.comadviserinfo.sec.gov
Roserock Wealth Management, LLCDallas$275 million4632Not listed(214) 220-8989roserockwealth.comadviserinfo.sec.gov
Berry Wealth GroupGranbury$274.5 million9386Not listed(817) 573-9595berrywg.comadviserinfo.sec.gov
Legacy CapitalThe Woodlands$273.4 million1,0553Not listed(281) 595-1990lead-a-legacy.comadviserinfo.sec.gov
Nolet Wealth Management, LLCFort Worth$272.6 million404Not listed(817) 350-4342noletwealth.comadviserinfo.sec.gov
SK Advisor Network, LLCPlano$271.5 million5762Not listed(214) 851-8564adviserinfo.sec.gov
Prota FinancialHouston$270.4 million1,80813Not listed(713) 568-8171adviserinfo.sec.gov
Foundation Energy ManagementAddison$270.3 million61106(972) 707-2500foundationenergy.comadviserinfo.sec.gov
Corps Capital Advisors, LLCSouthlake$270.3 million18492(214) 452-2300corpscapadvisors.comadviserinfo.sec.gov
Tillridge Global Agribusiness PartnersDallas$270 million131(972) 432-1300adviserinfo.sec.gov
CSR CapitalDallas$268.7 million181(214) 380-4149adviserinfo.sec.gov
Live Oak Investment PartnersAustin$266.4 million8234Not listed(512) 532-4700investliveoak.comadviserinfo.sec.gov
Wisniewski Wealth ManagementDallas$266.1 million2,0115Not listed(972) 965-8261adviserinfo.sec.gov
Garnett Advisors, LLCDenton$265.7 million72Not listed(940) 387-3881adviserinfo.sec.gov
Bright Wealth Management, LLCLewisville$265 million4787Not listed(972) 410-6623adviserinfo.sec.gov
Imperium Wealth Management, LLCSan Antonio$264.6 million7956Not listed(210) 332-9533imperiumwealth.comadviserinfo.sec.gov
The Salient Zarvona Energy Fund GP, L.P.Houston$264.3 million454(713) 600-0600zarvonaenergy.comadviserinfo.sec.gov
Team Financial StrategiesAbilene$262 million1,205111(325) 480-1587adviserinfo.sec.gov
1876 Partners, LPTomball$260 million181(281) 545-7805adviserinfo.sec.gov
Grey Rock Energy Management, LLCDallas$259.9 million3293(214) 396-2850grey-rock.comadviserinfo.sec.gov
Redwood Family Wealth LLCPlano$258.5 million8894Not listed(469) 965-4001redwoodfamilywealth.comadviserinfo.sec.gov
Hep Partners LLCDallas$257.9 million10810(214) 615-2300adviserinfo.sec.gov
Texas Family Wealth, LLCFriendswood$257 million1,0747Not listed(281) 482-3100texasfamilywealth.comadviserinfo.sec.gov
Hartmann Taylor Wealth Management, LLCDallas$254.6 million4805Not listed(972) 833-2684adviserinfo.sec.gov
Westpark Wealth Advisors, Inc.Houston$254.3 million77325Not listed(713) 266-2993westparkwealth.comadviserinfo.sec.gov
JCP Investment Management, LLCHouston$252.3 million3162(713) 333-5540jcpinv.comadviserinfo.sec.gov
Hc2 Capital, LLCDallas$251.6 million52750(214) 217-7808hc2capital.comadviserinfo.sec.gov
Riverchase Wealth Management, LLCFlower Mound$251.5 million5725Not listed(972) 471-9013riverchasewealth.comadviserinfo.sec.gov
Bios Capital Management, LPFort Worth$250.9 million24824(817) 984-9197adviserinfo.sec.gov
Styre WealthFort Worth$250.8 million6976Not listed(817) 605-7833adviserinfo.sec.gov
Recurring Capital Management Company, LLCAustin$250.4 million969(512) 766-0676recurring.capitaladviserinfo.sec.gov
Dean Wealth Partners, LLCAustin$249.8 million6824Not listed(512) 346-1703deanwealthpartners.comadviserinfo.sec.gov
Northill Aims, LLCRichardson$249.5 million5282Not listed(972) 480-6202northillaims.comadviserinfo.sec.gov
Guided Capital Wealth Management, LLCHouston$249.2 million5925Not listed(832) 975-0710guidedcapitalwealth.comadviserinfo.sec.gov
Buckhorn Resources, LPHouston$248.9 million7117(281) 930-6030adviserinfo.sec.gov
Focus Wealth Advisors, LLCHouston$247.6 million3841Not listed(713) 800-7170adviserinfo.sec.gov
Stronghold Resource PartnersDallas$246.5 million7457(972) 850-7474strongholdresourcepartners.comadviserinfo.sec.gov
McKinney Capital ManagementHouston$246.1 million9127Not listed(713) 888-0841adviserinfo.sec.gov
3b Capital Management, LPDallas$245.9 million333(214) 420-0832adviserinfo.sec.gov
994 GroupAustin$244.7 million7832Not listed(512) 853-9597994group.comadviserinfo.sec.gov
Leon Capital Management, LLCDallas$244.7 million217516(214) 269-7400leoncapitalmanagement.comadviserinfo.sec.gov
Boyce & Associates Wealth Consulting, Inc.Cedar Park$244.6 million8118Not listed(512) 522-4838adviserinfo.sec.gov
Stegent Equity Advisors Inc.Houston$243.7 million3773Not listedadviserinfo.sec.gov
Position WealthThe Woodlands$242.1 million2153Not listed(281) 968-2780adviserinfo.sec.gov
Turnbridge Capital, LLCLittle Elm$241.2 million1035(214) 624-5010turnbridgecapital.comadviserinfo.sec.gov
Bland Garvey Wealth Advisors, LLCRichardson$241.2 million3545Not listed(972) 231-2503blandgarvey.comadviserinfo.sec.gov
Heritage Haus Wealth Partners LLCNew Braunfels$241.1 million1,1776Not listed(830) 316-3590heritagehauswealth.comadviserinfo.sec.gov
Carlin Wealth Management Group, LLCAustin$240.9 million1,0764Not listed(737) 414-6565carlinwealthmanagementgroup.comadviserinfo.sec.gov
Storehouse Financial LLCFort Worth$240.4 million1,3466Not listed(877) 305-3233storehousefinancial.comadviserinfo.sec.gov
ForefrontAustin$239.8 million1,38215Not listed(512) 617-1984adviserinfo.sec.gov
Outfitter Energy Management, LLCHouston$239.6 million131(281) 402-8174adviserinfo.sec.gov
Lifetime Wealth Management P.C.Rockwall$239.6 million24751(972) 771-0650adviserinfo.sec.gov
Snowcap Capital ManagementDallas$238.9 million1821(214) 739-2025snowcapmanagement.comadviserinfo.sec.gov
Rock Hill CapitalHouston$238.8 million545(713) 715-7510rockhillcap.comadviserinfo.sec.gov
Covalence Investment Partners, L.P.Houston$238.4 million573(832) 579-0455covalenceip.comadviserinfo.sec.gov
Broadmark Asset Management LLCDallas$238.4 million43Not listed(214) 756-6900adviserinfo.sec.gov
Redemption CapitalMidland$237.3 million5044Not listed(432) 236-0866redcapllc.comadviserinfo.sec.gov
Centennial Advisors, LLCAustin$237.3 million1,188221(512) 265-5000iwanttoretirewell.comadviserinfo.sec.gov
Awaken Wealth Partners LLCHouston$237.3 million8027Not listed(281) 358-0134awakenwealthpartners.comadviserinfo.sec.gov
Valterra Partners LLCAustin$237 million565(646) 469-6465adviserinfo.sec.gov
A3 Capital AdvisorsHouston$236.8 million632Not listed(713) 447-5856a3capitaladvisors.comadviserinfo.sec.gov
Fireside Capital AdvisorsDallas$236.6 million4384Not listed(469) 357-6370firesidecapital.comadviserinfo.sec.gov
Tevis Investment Management, LLCPlano$234.8 million5811Not listed(972) 971-2169tevisinvest.comadviserinfo.sec.gov
Watercolor FinancialAustin$234.8 million5873Not listed(512) 250-1544watercolorfinancial.comadviserinfo.sec.gov
LSCP Advisors, LLCAustin$233.1 million5162(512) 407-2600legacystarcapital.comadviserinfo.sec.gov
High River Resources Management LLCDallas$232.8 million1101(214) 760-6736highriverllc.comadviserinfo.sec.gov
Blue Orca, LLCAustin$232.2 million672(512) 934-4736adviserinfo.sec.gov
Kingfish Capital Partners LLCSouthlake$231.8 million9369(650) 980-0200kingfishgroup.comadviserinfo.sec.gov
SVRN Asset Management, LLCAustin$231.5 million12222(773) 442-2294severianasset.comadviserinfo.sec.gov
Vann Equity Management LLCPlano$231.2 million1885Not listed(214) 983-0346vannequitymanagement.comadviserinfo.sec.gov
Austerra Wealth Management LLCDallas$230.3 million3932(214) 810-0250austerra.comadviserinfo.sec.gov
Atlasmark Financial, Inc.Austin$228.6 million3741Not listed(512) 270-2900atlasmark.comadviserinfo.sec.gov
Calderwood Financial Strategies, Inc.Houston$228.5 million695Not listed(832) 821-2462calderwoodfinancial.comadviserinfo.sec.gov
Waterford Capital Investment Advisory Services LLCAddison$228.5 million3313Not listed(214) 363-6920waterfordcapital.comadviserinfo.sec.gov
Snider AdvisorsIrving$228.1 million5134Not listed(214) 220-0055adviserinfo.sec.gov
Catalyst Capital Advisers LLCDallas$228.1 million222(469) 249-1000adviserinfo.sec.gov
KWK Management LLCHouston$227.6 million372(346) 396-0300kwkmgmt.comadviserinfo.sec.gov
D.H. Hill Advisors, Inc.Kingwood$226.4 million93819Not listed(832) 644-1852dhhill.comadviserinfo.sec.gov
Principia Wealth Advisory, LLCDallas$225 million7375Not listed(214) 775-0899pwadvisory.comadviserinfo.sec.gov
Capital Advisory Group, Inc.Dallas$224.9 million2963Not listed(972) 770-4840cagwm.comadviserinfo.sec.gov
WL Ross & Co. LLCDallas$224.6 million493(972) 715-7400invesco.comadviserinfo.sec.gov
Reb Capital Management, LLCDallas$224.5 million341(214) 572-8922rebcm.comadviserinfo.sec.gov
McAlister, Sweet & Associates, Inc.Houston$224.2 million3684Not listed(281) 897-0700msamsa.netadviserinfo.sec.gov
Spring Capital ManagementAmarillo$223 million3162Not listed(806) 322-5000springcapitalmanagement.comadviserinfo.sec.gov
RWM Capital, LLCSugar Land$222.4 million2,73163Not listed(832) 981-7000adviserinfo.sec.gov
Halcyon Global AdvisorsDallas$221.3 million4492Not listed(972) 499-8278halcyonga.comadviserinfo.sec.gov
Wisdom Index AdvisorsProsper$221.3 million6594Not listed(972) 931-0063wisdomindex.comadviserinfo.sec.gov
Coronado Resources Management LPDallas$221.1 million11911(214) 651-6245coronado-resources.comadviserinfo.sec.gov
Acacia Partners, LLCAustin$220.7 million555(214) 973-2373acaciapartnersllc.comadviserinfo.sec.gov
Ballast Asset ManagementDallas$220.7 million25Not listed(469) 502-3652adviserinfo.sec.gov
Strategic Financial Planning, Inc.Plano$220.6 million5663Not listed(972) 403-1234adviserinfo.sec.gov
The Personal Wealth CoachSalado$219.6 million8833Not listed(254) 947-1111tpwc.comadviserinfo.sec.gov
Emc Capital Management, LLCHouston$218.9 million1811(832) 231-0130emccap.comadviserinfo.sec.gov
Christian Financial AdvisorsNew Braunfels$218.7 million9389Not listed(830) 609-6986christianfinancialadvisors.comadviserinfo.sec.gov
Jackson Hill Advisors, LLCHouston$217.9 million131(713) 609-9087jacksonhilladvisors.comadviserinfo.sec.gov
Prescott Advisors, LLCDallas$217.8 million5215(214) 750-0009prescottgroup.comadviserinfo.sec.gov
Parker Financial Advisors LLCHouston$217.6 million3592Not listed(832) 476-3495adviserinfo.sec.gov
White Rock CapitalDallas$217.4 million322(214) 526-1465adviserinfo.sec.gov
ARK Wealth ManagementAustin$216 million6112Not listed(512) 660-5703arkfinancial.comadviserinfo.sec.gov
Icp Group Investment Manager, LLCDallas$215.9 million864(469) 747-1700icpgp.comadviserinfo.sec.gov
Mission Trail Capital Management, LLCAustin$214.5 million141(512) 537-8677missiontrailcapital.comadviserinfo.sec.gov
Daniels & Erickson Financial Advisors, LLCDallas$213.6 million1484Not listed(214) 750-8985adviserinfo.sec.gov
Floyd Capital ManagementTexarkana$213.5 million3084Not listedfloydcapitalmanagement.comadviserinfo.sec.gov
Miai, Inc.Dallas$213.3 million2764Not listed(214) 739-5677maplewoodinvestments.comadviserinfo.sec.gov
Lake Pacific PartnersDallas$213.2 million121(312) 578-1110lakepacific.comadviserinfo.sec.gov
J.E. Simmons & Co., P.C.Dallas$213.1 million3944Not listed(972) 404-1040jesimmons.comadviserinfo.sec.gov
Skylark Private Equity Partners, LPDallas$211.4 million272(214) 817-4290skylarkpe.comadviserinfo.sec.gov
Centric Advisors, LLCCypress$211.3 million96611Not listed(888) 215-5888adviserinfo.sec.gov
Halbert Wealth Management, IncAustin$211.2 million6025Not listed(512) 263-3800halbertwealth.comadviserinfo.sec.gov
Parkstone Wealth Management, LLCArlington$210.6 million873Not listed(817) 962-0068parkstonewealth.comadviserinfo.sec.gov
Impact SharesDallas$210.4 million33Not listed(469) 442-8424adviserinfo.sec.gov
Succession Financial, IncMcKinney$210.3 million1746Not listed(214) 334-6261succession-financial.comadviserinfo.sec.gov
Lummis Asset Management, L.P.Fort Worth$210 million1291Not listed(817) 348-0577lamcocapital.comadviserinfo.sec.gov
Strategic Wealth PlanningRichardson$208.6 million7816Not listed(214) 727-6000awealthplan.comadviserinfo.sec.gov
Lynwood Price Capital Management LPAustin$207.9 million231(512) 521-0075adviserinfo.sec.gov
Capstar Financial Services LLCAustin$207.8 million8264Not listed(512) 215-9030capstarfinancial.comadviserinfo.sec.gov
Terraform Wealth, LLCHouston$207.5 million852Not listed(713) 784-4848adviserinfo.sec.gov
Smith & WyattCollege Station$207.5 million7249Not listed(979) 431-5440adviserinfo.sec.gov
Lake Hills Wealth Management, LLCAustin$206.9 million7494Not listed(512) 580-4740adviserinfo.sec.gov
Comunidad Realty PartnersAustin$206.5 million4154(619) 955-7665adviserinfo.sec.gov
Cooksen Wealth, LLCThe Woodlands$206.2 million3313Not listed(832) 592-2554cooksenwealth.comadviserinfo.sec.gov
White Rock Oil & Gas Holdings, LLCPlano$205.1 million4104(214) 981-1400whiterockoilandgas.comadviserinfo.sec.gov
Steelhead Capital Management, LLCFort Worth$202.5 million20620(817) 984-9197steelheadcm.comadviserinfo.sec.gov
Robinson Value Management, LTD.San Antonio$202.3 million1152Not listed(210) 490-2545skepticalinvestor.comadviserinfo.sec.gov
Planning Works Advisory, Inc.Austin$199.8 million6234Not listed(512) 498-7526planningworksinc.comadviserinfo.sec.gov
Pingora Partners LLCDallas$199.4 million321Not listed(307) 739-8686adviserinfo.sec.gov
The Catalyst Group, Inc.Houston$199.4 million10410(512) 320-8600tcgfunds.comadviserinfo.sec.gov
Scalar Gauge Management, LLCDallas$199.4 million633(469) 708-2080scalargauge.comadviserinfo.sec.gov
Miller Global Investments, L.L.C.Dallas$199.4 million2142Not listed(214) 272-8504millerglobalinvestments.comadviserinfo.sec.gov
IntercapitalAustin$198.7 million121(504) 610-8109intercapital.comadviserinfo.sec.gov
Scaleworks Capital, LLCSan Antonio$198.4 million5115(210) 544-5409soil.worksadviserinfo.sec.gov
Rydar Equities, Inc.Weatherford$197.4 million4062Not listed(432) 634-8673rydarequities.comadviserinfo.sec.gov
Avant Financial AdvisorsAustin$196.4 million5225Not listed(512) 910-2467adviserinfo.sec.gov
J.K. Financial, Inc.Dallas$195.8 million4173Not listed(214) 706-4300adviserinfo.sec.gov
Stonetree Investment Partners LLCDallas$195.7 million666(214) 226-2665stonetreeinvest.comadviserinfo.sec.gov
Fulcrum Wealth ManagementPlano$192.8 million7414Not listed(888) 304-6942fulcrumeq.comadviserinfo.sec.gov
Mozayyx Management LLCAustin$192.7 million644(512) 265-6180mozayyx.comadviserinfo.sec.gov
Hampton Rock Wealth ManagementAustin$192.4 million1617Not listed(512) 256-9272hamptonrock.comadviserinfo.sec.gov
Blueheel LLCDallas$192.3 million4742(214) 559-9972adviserinfo.sec.gov
High Plains Investment Advisors, Inc.Lubbock$191.2 million4152Not listed(806) 793-7934hptxadvisors.comadviserinfo.sec.gov
Forthright Family Wealth Advisory LLCHouston$191.2 million2212Not listed(713) 510-3510forthrightwealth.comadviserinfo.sec.gov
Cove Wealth ManagementHouston$190.1 million3094Not listed(713) 821-3243covewm.comadviserinfo.sec.gov
Solutions 4 WealthSouthlake$189.4 million64951(817) 934-7010adviserinfo.sec.gov
Retirement Advisors, LLCDallas$186.4 million1133Not listed(972) 371-0545retirementadvisorsllc.comadviserinfo.sec.gov
Retirement Financial Group, LLCBeaumont$185.9 million1,0044Not listed(409) 908-4160adviserinfo.sec.gov
Diamond Client Group, LLCThe Woodlands$185.8 million71411Not listed(832) 319-1555adviserinfo.sec.gov
Delos Private Client Group, LLCDallas$185.6 million3829Not listed(972) 810-1610adviserinfo.sec.gov
Strategic Advisory Services, L.L.C.Houston$184.9 million4125Not listed(713) 977-3800adviserinfo.sec.gov
Brindle & Bay Financial Advisors, LLCFrisco$184.8 million6274Not listed(214) 988-9178brindleandbay.comadviserinfo.sec.gov
Authentikos Wealth Advisory LLCNew Braunfels$184.1 million9285Not listed(877) 457-4567adviserinfo.sec.gov
MytimeequityPlano$184 million51276(972) 330-2771mytimeequity.comadviserinfo.sec.gov
Brazos Wealth Advisors LLCFort Worth$183.7 million4253Not listed(682) 350-1055adviserinfo.sec.gov
White Wing Wealth Management, LLCThe Woodlands$182.8 million5005Not listed(832) 764-5305adviserinfo.sec.gov
Kingstone Capital Partners Texas, LLCFrisco$182.3 million4798Not listed(866) 361-1600kingstonecapitalpartners.comadviserinfo.sec.gov
Martin Capital Advisors, LLPSan Antonio$181.9 million849Not listed(210) 694-2100martincapital.comadviserinfo.sec.gov
New Dimensions Wealth Management, L.L.C.Allen$181.5 million5083Not listed(972) 972-8565adviserinfo.sec.gov
Maroon Pass Advisors LPAustin$178.6 million424(646) 202-1584maroonpass.comadviserinfo.sec.gov
TDC Capital Advisors, Inc.College Station$177.6 million2174Not listed(979) 260-9696tdcadvisors.comadviserinfo.sec.gov
Farris Capital Management Inc.Carrollton$177.5 million9013Not listed(214) 525-2141farriscap.comadviserinfo.sec.gov
Bannerman WealthLewisville$176.6 million6366Not listed(214) 919-4448adviserinfo.sec.gov
Quantor Capital LLCHouston$176.4 million1842(281) 565-0355quantorcapital.comadviserinfo.sec.gov
Hill Country GroupBoerne$175.5 million8796Not listed(830) 815-2000adviserinfo.sec.gov
Wpa Family Office, LLCDallas$175.2 million355Not listed(214) 945-0888wpafamilyoffice.comadviserinfo.sec.gov
TNT Asset Management, LLCRound Rock$174.9 million5066Not listed(512) 255-1600adviserinfo.sec.gov
Newport Global Advisors L.P.The Woodlands$174.8 million655(713) 559-7400newportglobaladvisors.comadviserinfo.sec.gov
Teca Partners, LPAustin$174.8 million341(212) 266-0104adviserinfo.sec.gov
Viaquest Advisors LLCHouston$174.4 million5595Not listed(281) 335-7609viaquestfinancial.comadviserinfo.sec.gov
Maqro Advisors LLCAustin$174.4 million98148(512) 673-8292maqro.comadviserinfo.sec.gov
QMP Management, LLCDallas$174.3 million242(214) 855-2954adviserinfo.sec.gov
Atx Financial Planning, LLCAustin$174.3 million4905Not listed(512) 693-4040atxfinancialplanning.comadviserinfo.sec.gov
Provident Financial Planning, LLCAddison$174.2 million3432Not listed(888) 752-6234providentfp.comadviserinfo.sec.gov
Jaykay Wealth Advisors, Inc.Houston$173.8 million3546Not listed(713) 780-4575adviserinfo.sec.gov
Cornermen Financial, LLCSan Antonio$172.7 million7804Not listed(210) 702-3961cornermenfinancial.comadviserinfo.sec.gov
Vannoy Advisory Group, Inc.Austin$172.4 million2512Not listed(512) 759-7759vannoyadvisorygroup.comadviserinfo.sec.gov
Argent Wealth Management, Inc.Round Rock$172.4 million3081Not listed(512) 238-6883awmtx.comadviserinfo.sec.gov
Ridgeback Capital ManagementBellaire$171.5 million1143Not listed(713) 667-4026ridgebackcm.comadviserinfo.sec.gov
Prophet Equity Management II LLCSouthlake$171.4 million181(817) 898-1500prophetequity.comadviserinfo.sec.gov
Cain Capital Management, LPDallas$171.2 million92411(972) 685-1799adviserinfo.sec.gov
RWR Investments LLCDallas$170.9 million941(214) 308-1970adviserinfo.sec.gov
Joseph AdvisoryEl Paso$170.9 million818(915) 820-8082adviserinfo.sec.gov
Focus 401 (K) Group, LLCAddison$169.9 million272Not listed(214) 373-4113focus401kgroup.comadviserinfo.sec.gov
Ddelta Real Estate InvestmentsAustin$169.6 million895(512) 457-03003nstrategies.comadviserinfo.sec.gov
Ecp Investment Advisors LLCDallas$167.7 million131113(214) 922-1063excapadvisors.comadviserinfo.sec.gov
South Texas Capital Advisors, LLCNew Braunfels$167.2 million592Not listed(830) 387-4110southtexascapital.comadviserinfo.sec.gov
Schlindwein Associates LLCDallas$167.1 million3633Not listed(469) 385-7040adviserinfo.sec.gov
Greenbelt Investment Advisors, LLCRound Rock$167 million4305Not listed(800) 617-3900greenbeltadv.comadviserinfo.sec.gov
Skybound Wealth USAHouston$166.5 million33912Not listed(346) 845-0001adviserinfo.sec.gov
Red Swan Private ClientHouston$165.3 million78Not listed(713) 360-7928adviserinfo.sec.gov
Womack Financial LLCDallas$164.7 million55631(214) 843-0070womackfinancial.comadviserinfo.sec.gov
Black Barn Financial, LLCAustin$164.6 million6566Not listed(512) 368-9179adviserinfo.sec.gov
Perea CapitalHouston$164.2 million2511(832) 339-7449pereacapital.comadviserinfo.sec.gov
Thirteen Twenty-Two AdvisorsFort Worth$163.5 million7436Not listed(817) 484-98001322advisors.comadviserinfo.sec.gov
Maple Park CapitalDallas$162.2 million282(214) 302-5550adviserinfo.sec.gov
Peak American Investment Advisors, Inc.Plano$162.1 million70010Not listed(972) 212-9292adviserinfo.sec.gov
Encore Global Management LPHouston$160.2 million321(713) 933-3838encoregm.comadviserinfo.sec.gov
Spectrum Advisors, Inc.Plano$160 million8909Not listed(972) 931-3700spectrumadvisors.netadviserinfo.sec.gov
Murray Investment Management, LLCHouston$159.1 million1312Not listed(713) 850-7444murrayinvestment.comadviserinfo.sec.gov
Hackett Financial Group, LLCWimberley$159.1 million7107Not listed(512) 847-0630adviserinfo.sec.gov
Graystreet PartnersSan Antonio$159 million5978(210) 736-5400graystreet.comadviserinfo.sec.gov
Verus Financial GroupSugar Land$158.7 million7528Not listed(713) 909-3188adviserinfo.sec.gov
Scherer Financial Advisory Services, LLCDallas$158.3 million1785Not listed(972) 267-9655schererfinancial.netadviserinfo.sec.gov
Strategic Wealth Management, LLCBedford$157.8 million3534Not listed(817) 391-1090adviserinfo.sec.gov
Bison Investment Advisors, LLCThe Woodlands$157.5 million30441(281) 665-3616bisoninvestmentadvisors.comadviserinfo.sec.gov
Collective Wealth Advisors LLCCoppell$157 million5497Not listed(214) 427-1427adviserinfo.sec.gov
SallyportHouston$156.7 million161(281) 423-0260sallyportinvestments.comadviserinfo.sec.gov
JTS Fund Advisors, LLCWaco$156.4 million6116(254) 313-1003jtscap.comadviserinfo.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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