# Investment advisers in Texas: 1,337 firms, page 3

Updated November 10, 2026.

Largest advisers by AUM, 601 to 900 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 3

| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Ironbridge Private Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/ironbridge-private-wealth-llc-287714) | Austin | $379.7 million | 506 | 6 | Not listed | (512) 327-8901 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/287714) |
| [CMG Wealth Management](https://specstream.ai/data/investment-advisers/firm/cmg-wealth-management-307513) | Plano | $379.4 million | 674 | 5 | Not listed | (469) 729-7084 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307513) |
| [Legacy Consulting Group](https://specstream.ai/data/investment-advisers/firm/legacy-consulting-group-108541) | Plano | $378.6 million | 516 | 4 | Not listed | (972) 599-4750 | legacyconsultinggroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/108541) |
| [Concorde Investment Management](https://specstream.ai/data/investment-advisers/firm/concorde-investment-management-105237) | Dallas | $376.2 million | 378 | 6 | Not listed | (972) 701-5400 | concordeco.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/105237) |
| [Cultivar Capital, Inc.](https://specstream.ai/data/investment-advisers/firm/cultivar-capital-inc-160145) | Denton | $375.1 million | 987 | 3 | Not listed | (940) 600-4553 | cultivarcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160145) |
| [KM Capital Management, LTD.](https://specstream.ai/data/investment-advisers/firm/km-capital-management-ltd-132887) | Austin | $374.4 million | 42 | 9 | Not listed | (512) 697-0290 | kmcapitalmgt.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/132887) |
| [Juniper Capital Investment Management, L.P.](https://specstream.ai/data/investment-advisers/firm/juniper-capital-investment-management-l-p-312630) | Houston | $370.8 million | 2 | 13 | 2 | (713) 335-4700 | juncap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312630) |
| [Overridge Wealth Advisors](https://specstream.ai/data/investment-advisers/firm/overridge-wealth-advisors-115009) | Fort Worth | $368.2 million | 1,401 | 10 | Not listed | (817) 738-1451 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/115009) |
| [Redbud Advisors](https://specstream.ai/data/investment-advisers/firm/redbud-advisors-300477) | Austin | $367.8 million | 392 | 8 | Not listed | (512) 222-6968 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300477) |
| [Unity Partners](https://specstream.ai/data/investment-advisers/firm/unity-partners-322847) | Dallas | $367 million | 3 | 24 | 3 | (314) 210-9702 | unitypartnerslp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/322847) |
| [M. E. Allison & Co., Inc.](https://specstream.ai/data/investment-advisers/firm/m-e-allison-co-inc-1047) | San Antonio | $366.4 million | 499 | 12 | Not listed | (210) 930-4000 | meallison.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/1047) |
| [Old Hickory Partners Management, LP](https://specstream.ai/data/investment-advisers/firm/old-hickory-partners-management-lp-316961) | Austin | $366.3 million | 2 | 10 | 2 | (512) 579-4073 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316961) |
| [Financial Life Advisors](https://specstream.ai/data/investment-advisers/firm/financial-life-advisors-128502) | San Antonio | $366.3 million | 752 | 11 | Not listed | (210) 918-8998 | financiallifeadvisers.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/128502) |
| [Camden Wealth Advisors LLC](https://specstream.ai/data/investment-advisers/firm/camden-wealth-advisors-llc-148518) | Houston | $366.3 million | 524 | 6 | Not listed | (713) 341-5312 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/148518) |
| [Homage Wealth Group LLC](https://specstream.ai/data/investment-advisers/firm/homage-wealth-group-llc-340589) | Houston | $366.2 million | 7 | 2 | Not listed | (713) 725-0696 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/340589) |
| [Beaumont Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/beaumont-asset-management-llc-150407) | Beaumont | $365.2 million | 493 | 4 | Not listed | (409) 899-9569 | beaumontasset.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/150407) |
| [TL Private Wealth](https://specstream.ai/data/investment-advisers/firm/tl-private-wealth-167818) | Southlake | $364.5 million | 682 | 4 | Not listed | (682) 831-1048 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167818) |
| [Shelton Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/shelton-wealth-management-llc-312686) | Fort Worth | $364.5 million | 477 | 4 | Not listed | (817) 415-2877 | sheltonwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312686) |
| [Greenfield Seitz Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/greenfield-seitz-capital-management-llc-150434) | Dallas | $363.4 million | 458 | 4 | Not listed | (214) 367-6170 | gscapital.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/150434) |
| [Crestmont Private Wealth LLC](https://specstream.ai/data/investment-advisers/firm/crestmont-private-wealth-llc-304170) | Boerne | $363 million | 804 | 5 | Not listed | (830) 468-5366 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304170) |
| [Tsa Wealth Management](https://specstream.ai/data/investment-advisers/firm/tsa-wealth-management-323123) | Houston | $358.8 million | 666 | 3 | Not listed | (713) 735-9217 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/323123) |
| [Robertson Opportunity Capital, LLC](https://specstream.ai/data/investment-advisers/firm/robertson-opportunity-capital-llc-118484) | Dallas | $358.7 million | 2 | 6 | 2 | (972) 713-5001 | rocapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/118484) |
| [Lifeway Financial Corporation](https://specstream.ai/data/investment-advisers/firm/lifeway-financial-corporation-114276) | Plano | $358.7 million | 491 | 5 | Not listed | (972) 378-3677 | lifewayfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/114276) |
| [Heritage Wealth Management](https://specstream.ai/data/investment-advisers/firm/heritage-wealth-management-122394) | Houston | $357.8 million | 803 | 6 | Not listed | (713) 871-9800 | heritageplanners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/122394) |
| [McDonald Capital Management](https://specstream.ai/data/investment-advisers/firm/mcdonald-capital-management-114531) | Lubbock | $357.7 million | 402 | 2 | 2 | (806) 744-8617 | islaycapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/114531) |
| [Stone Oak Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/stone-oak-wealth-management-llc-288217) | San Antonio | $355.6 million | 943 | 7 | Not listed | (210) 339-2707 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/288217) |
| [Heritage Retirement Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/heritage-retirement-advisors-llc-165191) | Colleyville | $351.1 million | 349 | 3 | Not listed | (817) 503-0100 | heritage-retirement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/165191) |
| [Norcap Investment Management, L.P.](https://specstream.ai/data/investment-advisers/firm/norcap-investment-management-l-p-132975) | Austin | $350.6 million | 5 | 8 | 5 | (972) 701-8813 | norcapfunds.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/132975) |
| [Empower Wealth Management](https://specstream.ai/data/investment-advisers/firm/empower-wealth-management-305031) | Cedar Park | $349.3 million | 1,599 | 8 | Not listed | (512) 833-6557 | empoweringretirement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305031) |
| [Michels Family Financial, LLC](https://specstream.ai/data/investment-advisers/firm/michels-family-financial-llc-319311) | Fort Worth | $347.9 million | 1,391 | 8 | Not listed | (817) 719-9999 | michelsfamilyfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319311) |
| [Cottonwood Capital Advisors](https://specstream.ai/data/investment-advisers/firm/cottonwood-capital-advisors-322366) | Irving | $347.3 million | 640 | 5 | 4 | (972) 573-4030 | cottonwoodcapitaladvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/322366) |
| [GBM Wealth Management, Inc.](https://specstream.ai/data/investment-advisers/firm/gbm-wealth-management-inc-145049) | Houston | $346.4 million | 546 | 10 | Not listed | (281) 745-9100 | gbminvestor.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/145049) |
| [Velocis Management, LLC](https://specstream.ai/data/investment-advisers/firm/velocis-management-llc-313345) | Dallas | $346.4 million | 9 | 20 | 8 | (214) 702-0220 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/313345) |
| [RHP Wealth Management](https://specstream.ai/data/investment-advisers/firm/rhp-wealth-management-304735) | Houston | $344.8 million | 643 | 9 | Not listed | (713) 554-2252 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304735) |
| [Crescent Advisor Group, Inc.](https://specstream.ai/data/investment-advisers/firm/crescent-advisor-group-inc-115974) | Plano | $344.4 million | 510 | 18 | Not listed | (972) 490-0150 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/115974) |
| [Augment Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/augment-advisors-llc-335130) | Austin | $342.6 million | 38 | 3 | 38 | (757) 298-9839 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335130) |
| [Carroll Advisory Group](https://specstream.ai/data/investment-advisers/firm/carroll-advisory-group-334565) | Texarkana | $341.1 million | 712 | 7 | Not listed | (903) 793-4014 | carrolladvisory.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/334565) |
| [Cap Six Advisors](https://specstream.ai/data/investment-advisers/firm/cap-six-advisors-325164) | Houston | $340.8 million | 128 | 5 | Not listed | (281) 671-7982 | cap-six.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/325164) |
| [Eltekon Advisors, LLC.](https://specstream.ai/data/investment-advisers/firm/eltekon-advisors-llc-115371) | West Lake Hills | $340 million | 900 | 8 | Not listed | (512) 477-3200 | eltekon.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/115371) |
| [RPS Retirement Plan Advisors](https://specstream.ai/data/investment-advisers/firm/rps-retirement-plan-advisors-319220) | Austin | $336.3 million | 31 | 3 | Not listed | (512) 918-0000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319220) |
| [Lonestar Registered Investment Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/lonestar-registered-investment-advisors-llc-144200) | Lubbock | $336.2 million | 1,195 | 13 | Not listed | (866) 785-5350 | retirewithlonestar.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/144200) |
| [Capital Ideas](https://specstream.ai/data/investment-advisers/firm/capital-ideas-114352) | Dallas | $336.2 million | 270 | 5 | Not listed | (214) 750-4400 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/114352) |
| [Intrepid Investment Management, LLC](https://specstream.ai/data/investment-advisers/firm/intrepid-investment-management-llc-192522) | Houston | $336 million | 9 | 7 | 9 | (212) 279-1996 | intrepidim.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/192522) |
| [The Menard Financial Group, LLC](https://specstream.ai/data/investment-advisers/firm/the-menard-financial-group-llc-299404) | Houston | $335.3 million | 354 | 3 | Not listed | (713) 364-1515 | themenardfinancialgroup.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/299404) |
| [Trisperity Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/trisperity-advisors-llc-142438) | Katy | $335.2 million | 825 | 2 | Not listed | (281) 395-1021 | trisperity.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/142438) |
| [Aspenridge Wealth Advisors](https://specstream.ai/data/investment-advisers/firm/aspenridge-wealth-advisors-337220) | Fort Worth | $335 million | 1,352 | 7 | Not listed | (682) 231-8331 | aspenridgewealthadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/337220) |
| [Leggett Capital Partners](https://specstream.ai/data/investment-advisers/firm/leggett-capital-partners-342997) | Houston | $333.4 million | 20 | 5 | 20 | (832) 804-8301 | leggettventures.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/342997) |
| [Dovetail Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/dovetail-wealth-management-llc-291068) | Taylor | $333.1 million | 867 | 4 | Not listed | (512) 352-1613 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/291068) |
| [Hazoor Partners, LLC](https://specstream.ai/data/investment-advisers/firm/hazoor-partners-llc-289744) | Austin | $330.7 million | 7 | 10 | 5 | (458) 203-0665 | hazoorpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289744) |
| [Fluent Financial, LLC](https://specstream.ai/data/investment-advisers/firm/fluent-financial-llc-170041) | Dallas | $329.7 million | 1,030 | 9 | Not listed | (972) 852-4800 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170041) |
| [Techquity Capital Management](https://specstream.ai/data/investment-advisers/firm/techquity-capital-management-162322) | Austin | $329 million | 2 | 2 | 2 | (512) 609-1820 | evolvedwirelessllc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/162322) |
| [Avondale Wealth Management LLC](https://specstream.ai/data/investment-advisers/firm/avondale-wealth-management-llc-152590) | West Lake Hills | $326.7 million | 610 | 7 | Not listed | (512) 505-8148 | avondalewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/152590) |
| [Resilient Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/resilient-capital-management-llc-318997) | Dallas | $326.1 million | 3 | 3 | 3 | (972) 975-5665 | resilientcappartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/318997) |
| [Patron Partners, LLC](https://specstream.ai/data/investment-advisers/firm/patron-partners-llc-310629) | Houston | $325.7 million | 621 | 7 | Not listed | (971) 371-3450 | patronpartnersadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310629) |
| Crimson Management | Houston | $324.5 million | 55 | 2 | Not listed |  | crimsonmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/111779) |
| [Asset Preservation Group Inc](https://specstream.ai/data/investment-advisers/firm/asset-preservation-group-inc-108150) | Grapevine | $321.2 million | 1,179 | 4 | Not listed | (817) 251-1008 | apg-advisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/108150) |
| [Founder Family Financial, LLC](https://specstream.ai/data/investment-advisers/firm/founder-family-financial-llc-171978) | Austin | $321 million | 302 | 3 | 3 | (843) 621-0435 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/171978) |
| [Meros Investment Management, LP](https://specstream.ai/data/investment-advisers/firm/meros-investment-management-lp-305152) | Dallas | $321 million | 4 | 10 | Not listed | (214) 871-5200 | merosinv.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305152) |
| [Awm Financial Services Inc.](https://specstream.ai/data/investment-advisers/firm/awm-financial-services-inc-144351) | The Woodlands | $320.6 million | 2,700 | 19 | Not listed | (281) 444-7555 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/144351) |
| [Plagens & Taylor Wealth Management](https://specstream.ai/data/investment-advisers/firm/plagens-taylor-wealth-management-335178) | San Angelo | $318.3 million | 389 | 6 | Not listed | (325) 486-8600 | pt-wealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335178) |
| [Openair Financial, LLC](https://specstream.ai/data/investment-advisers/firm/openair-financial-llc-300362) | Southlake | $318 million | 1,212 | 7 | Not listed | (214) 233-6059 | openairfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300362) |
| [Bonner & Smith, LLC](https://specstream.ai/data/investment-advisers/firm/bonner-smith-llc-114287) | Lubbock | $314.8 million | 1,044 | 3 | Not listed | (806) 798-1880 | bonner-smith.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/114287) |
| [Glass Wealth Management Co., LLC](https://specstream.ai/data/investment-advisers/firm/glass-wealth-management-co-llc-114097) | San Antonio | $311.9 million | 367 | 6 | Not listed | (210) 930-5141 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/114097) |
| [Lake Whillans Capital Partners LLC](https://specstream.ai/data/investment-advisers/firm/lake-whillans-capital-partners-llc-287835) | Plano | $311.9 million | 4 | 5 | 4 | (646) 389-1032 | lakewhillans.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/287835) |
| [NFWM](https://specstream.ai/data/investment-advisers/firm/nfwm-317406) | Plano | $311.9 million | 662 | 2 | Not listed | (214) 379-3333 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317406) |
| [Carriage Services Investment Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/carriage-services-investment-advisors-inc-164325) | Houston | $308.2 million | 124 | 4 | 1 | (713) 332-8400 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164325) |
| [Broadway Wealth Solutions](https://specstream.ai/data/investment-advisers/firm/broadway-wealth-solutions-291753) | San Antonio | $308.1 million | 1,254 | 11 | Not listed | (210) 283-6600 | broadway.bank | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/291753) |
| [Leap Wealth Management](https://specstream.ai/data/investment-advisers/firm/leap-wealth-management-152253) | Dallas | $305.5 million | 1,190 | 5 | Not listed | (214) 420-7441 | leapwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/152253) |
| [Rockwall Wealth Management](https://specstream.ai/data/investment-advisers/firm/rockwall-wealth-management-339856) | Rockwall | $305.5 million | 1,273 | 4 | Not listed | (972) 771-1472 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339856) |
| [Nextbio Capital Management LP](https://specstream.ai/data/investment-advisers/firm/nextbio-capital-management-lp-332920) | Austin | $305.2 million | 8 | 6 | 6 | (650) 501-0882 | nextbiocapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332920) |
| [Penney Financial](https://specstream.ai/data/investment-advisers/firm/penney-financial-282084) | Houston | $303.5 million | 465 | 3 | Not listed | (713) 300-5165 | penneyfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282084) |
| [Canyon Abf Manager LLC](https://specstream.ai/data/investment-advisers/firm/canyon-abf-manager-llc-342110) | Dallas | $300 million | 2 | 122 | 2 | (214) 253-6000 | canyonpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/342110) |
| [Core Capital Management and Research Inc.](https://specstream.ai/data/investment-advisers/firm/core-capital-management-and-research-inc-146285) | Houston | $298.8 million | 269 | 4 | Not listed | (713) 864-4300 | ccmr.io | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/146285) |
| [Avid Wealth Partners, LLC](https://specstream.ai/data/investment-advisers/firm/avid-wealth-partners-llc-323124) | San Antonio | $298.5 million | 784 | 8 | Not listed | (210) 864-3333 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/323124) |
| [Beacon Financial Advisors LTD](https://specstream.ai/data/investment-advisers/firm/beacon-financial-advisors-ltd-106164) | Houston | $296.9 million | 492 | 2 | Not listed | (713) 622-9981 | bfaltd.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106164) |
| [Best Invest](https://specstream.ai/data/investment-advisers/firm/best-invest-297599) | San Antonio | $296.4 million | 1,762 | 4 | Not listed | (210) 888-2820 | bestinvestsa.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297599) |
| [Austin Money Management Corporation](https://specstream.ai/data/investment-advisers/firm/austin-money-management-corporation-302038) | Austin | $296.1 million | 276 | 2 | Not listed | (512) 607-5008 | austinmoneymanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/302038) |
| [Orchid Advisory](https://specstream.ai/data/investment-advisers/firm/orchid-advisory-327750) | Dallas | $295.7 million | 84 | 4 | Not listed | (704) 763-2776 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/327750) |
| [Buildgroup Management](https://specstream.ai/data/investment-advisers/firm/buildgroup-management-289150) | Austin | $294.4 million | 4 | 5 | 4 | (917) 763-0770 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289150) |
| [M.C. Byrd Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/m-c-byrd-wealth-management-llc-151070) | Bellville | $294.2 million | 967 | 5 | Not listed | (979) 865-0660 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/151070) |
| [MDT Financial Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/mdt-financial-advisors-llc-340925) | Webster | $294 million | 644 | 7 | Not listed | (281) 938-1111 | mdtfa.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/340925) |
| [Nuclo Wealth](https://specstream.ai/data/investment-advisers/firm/nuclo-wealth-317730) | Houston | $293.7 million | 69 | 8 | Not listed | (281) 857-6435 | nuclowealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317730) |
| [Orser Capital Management LLC](https://specstream.ai/data/investment-advisers/firm/orser-capital-management-llc-144847) | Southlake | $289.8 million | 345 | 2 | Not listed | (817) 697-2385 | orsercapitalmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/144847) |
| [Ridgepost Capital Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/ridgepost-capital-advisors-llc-314664) | Dallas | $288.4 million | 3 | 10 | 3 | (214) 999-6063 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/314664) |
| [Worth Asset Management](https://specstream.ai/data/investment-advisers/firm/worth-asset-management-166970) | Dallas | $288.2 million | 333 | 12 | Not listed | (469) 257-5074 | worthassetmgmt.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/166970) |
| Lehrer Financial & Economic Advisory Services | Houston | $286.3 million | 9 | 1 | Not listed |  | lehecoserv.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/105835) |
| [Rivercrest Capital Management LLC](https://specstream.ai/data/investment-advisers/firm/rivercrest-capital-management-llc-284911) | Fort Worth | $285.7 million | 3 | 21 | 3 | (817) 945-9700 | rivercrestcap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284911) |
| [M2g Ventures LLC](https://specstream.ai/data/investment-advisers/firm/m2g-ventures-llc-322399) | Fort Worth | $284 million | 12 | 26 | 12 | (817) 898-8515 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/322399) |
| [Dauntless Capital Partners LLC](https://specstream.ai/data/investment-advisers/firm/dauntless-capital-partners-llc-322380) | Houston | $283.5 million | 6 | 13 | 5 | (202) 656-1250 | dauntlesscapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/322380) |
| [Founders Capital Management Inc](https://specstream.ai/data/investment-advisers/firm/founders-capital-management-inc-111164) | Houston | $281.8 million | 130 | 3 | Not listed | (713) 877-1188 | founderscapital.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/111164) |
| [Pontem Investment Management Company](https://specstream.ai/data/investment-advisers/firm/pontem-investment-management-company-330449) | Houston | $279.1 million | 2 | 6 | 2 | (713) 291-5785 | pontemec.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330449) |
| [Schlegel Dunn LLC](https://specstream.ai/data/investment-advisers/firm/schlegel-dunn-llc-337990) | Plano | $279.1 million | 535 | 4 | Not listed | (972) 327-3607 | schlegeldunn.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/337990) |
| [Lexington Hill Partners, LLC](https://specstream.ai/data/investment-advisers/firm/lexington-hill-partners-llc-301810) | Dallas | $278.4 million | 259 | 8 | Not listed | (214) 225-1891 | lexingtonhillpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/301810) |
| [Planguide Financial](https://specstream.ai/data/investment-advisers/firm/planguide-financial-329089) | Southlake | $277.3 million | 9 | 1 | Not listed | (775) 379-9729 | planguidefinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329089) |
| [Johkim Capital Partners Management LLC](https://specstream.ai/data/investment-advisers/firm/johkim-capital-partners-management-llc-289512) | Dallas | $277 million | 3 | 6 | 1 | (214) 453-2664 | johkim.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289512) |
| [Roserock Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/roserock-wealth-management-llc-288088) | Dallas | $275 million | 463 | 2 | Not listed | (214) 220-8989 | roserockwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/288088) |
| [Berry Wealth Group](https://specstream.ai/data/investment-advisers/firm/berry-wealth-group-327346) | Granbury | $274.5 million | 938 | 6 | Not listed | (817) 573-9595 | berrywg.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/327346) |
| [Legacy Capital](https://specstream.ai/data/investment-advisers/firm/legacy-capital-332184) | The Woodlands | $273.4 million | 1,055 | 3 | Not listed | (281) 595-1990 | lead-a-legacy.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332184) |
| [Nolet Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/nolet-wealth-management-llc-329186) | Fort Worth | $272.6 million | 40 | 4 | Not listed | (817) 350-4342 | noletwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329186) |
| [SK Advisor Network, LLC](https://specstream.ai/data/investment-advisers/firm/sk-advisor-network-llc-317533) | Plano | $271.5 million | 576 | 2 | Not listed | (214) 851-8564 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317533) |

The first 100 of 300 rows.

- [Previous page](https://specstream.ai/data/investment-advisers/state/texas/page/2)
- [Next page](https://specstream.ai/data/investment-advisers/state/texas/page/4)
- [Page 1](https://specstream.ai/data/investment-advisers/state/texas)

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/).