# Investment advisers in Texas: 1,337 firms, page 4

Updated November 10, 2026.

Largest advisers by AUM, 901 to 1,200 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 4

| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [DFS Advisory](https://specstream.ai/data/investment-advisers/firm/dfs-advisory-324992) | Denton | $156 million | 151 | 6 | Not listed | (940) 297-1474 | distinctfinancialsolutions.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/324992) |
| [Phoenix Capital Realty Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/phoenix-capital-realty-advisors-llc-161129) | Addison | $155.8 million | 1 | 19 | Not listed | (972) 866-7577 | pcpre.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161129) |
| [Live Oak Wealth Advisory Group, LLC](https://specstream.ai/data/investment-advisers/firm/live-oak-wealth-advisory-group-llc-154962) | Houston | $155.5 million | 293 | 5 | Not listed | (281) 822-9200 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/154962) |
| [Herndon Plant Oakley LTD](https://specstream.ai/data/investment-advisers/firm/herndon-plant-oakley-ltd-44971) | Corpus Christi | $155.4 million | 286 | 3 | Not listed | (361) 888-7611 | hpo.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/44971) |
| [Cam Investor Solutions](https://specstream.ai/data/investment-advisers/firm/cam-investor-solutions-286078) | Austin | $155.4 million | 623 | 3 | Not listed | (720) 575-7775 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/286078) |
| [Tectonic Capital Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/tectonic-capital-advisors-llc-339604) | Houston | $154.4 million | 48 | 3 | Not listed | (713) 250-4200 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339604) |
| [Uptown Capital Advisors](https://specstream.ai/data/investment-advisers/firm/uptown-capital-advisors-171401) | Dallas | $153.8 million | 250 | 2 | Not listed | (214) 628-9508 | uptowncapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/171401) |
| [S&S Wealth Management](https://specstream.ai/data/investment-advisers/firm/s-s-wealth-management-130652) | Grand Prairie | $153.8 million | 790 | 3 | Not listed | (817) 276-8090 | sswmwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/130652) |
| [Applewhite & Buys Financial Advisors](https://specstream.ai/data/investment-advisers/firm/applewhite-buys-financial-advisors-169799) | Dallas | $153.1 million | 740 | 2 | Not listed | (214) 710-2498 | applewhitefp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169799) |
| [Portfolio Management, LLC](https://specstream.ai/data/investment-advisers/firm/portfolio-management-llc-107129) | Austin | $151.9 million | 308 | 3 | Not listed | (512) 222-4035 | portmgmt.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/107129) |
| [Integrated Wealth Strategies, LLC](https://specstream.ai/data/investment-advisers/firm/integrated-wealth-strategies-llc-155254) | Austin | $151.7 million | 546 | 7 | Not listed | (512) 291-6391 | yelp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/155254) |
| [Purewater Capital, LLC](https://specstream.ai/data/investment-advisers/firm/purewater-capital-llc-166154) | Fort Worth | $149.5 million | 512 | 5 | Not listed | (817) 416-8680 | purewatercapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/166154) |
| [Brookline Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/brookline-wealth-llc-322787) | Austin | $149 million | 178 | 6 | Not listed | (512) 222-9169 | brooklinewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/322787) |
| [Sonnet, LLC](https://specstream.ai/data/investment-advisers/firm/sonnet-llc-282882) | Spring | $148.4 million | 484 | 4 | Not listed | (281) 404-4346 | sonnetinvest.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282882) |
| [Prestige Wealth Management](https://specstream.ai/data/investment-advisers/firm/prestige-wealth-management-336264) | Southlake | $148.4 million | 881 | 9 | Not listed | (817) 637-8121 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/336264) |
| [Stavis Wealth Transfer Solutions](https://specstream.ai/data/investment-advisers/firm/stavis-wealth-transfer-solutions-328185) | Houston | $148.1 million | 39 | 6 | Not listed | (713) 391-8200 | staviswealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/328185) |
| [Awh Capital, L.P.](https://specstream.ai/data/investment-advisers/firm/awh-capital-l-p-146740) | Dallas | $147.6 million | 1 | 3 | 1 | (214) 462-9100 | awhcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/146740) |
| [Chung Wu Investment Group, LLC](https://specstream.ai/data/investment-advisers/firm/chung-wu-investment-group-llc-170362) | Sugar Land | $147.5 million | 215 | 2 | 1 | (281) 203-0069 | cw-investmentgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170362) |
| [Money Managers, Inc.](https://specstream.ai/data/investment-advisers/firm/money-managers-inc-104529) | San Antonio | $146.6 million | 602 | 5 | Not listed | (210) 349-9494 | moneymanagersinctx.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/104529) |
| [Lucien Stirling & Gray Advisory Group Inc](https://specstream.ai/data/investment-advisers/firm/lucien-stirling-gray-advisory-group-inc-112641) | Austin | $146.6 million | 574 | 5 | Not listed | (512) 458-2517 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/112641) |
| [Fort Advisors Inc](https://specstream.ai/data/investment-advisers/firm/fort-advisors-inc-299243) | Austin | $146.3 million | 713 | 3 | Not listed | (512) 433-6492 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/299243) |
| [Birdrock Wealth](https://specstream.ai/data/investment-advisers/firm/birdrock-wealth-138872) | Austin | $146.3 million | 425 | 6 | Not listed | (512) 236-0071 | birdrockwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/138872) |
| [Ankerstar Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/ankerstar-wealth-llc-170819) | Leander | $146.1 million | 881 | 8 | Not listed | (512) 614-0085 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170819) |
| [Mercantile Investment Advisors](https://specstream.ai/data/investment-advisers/firm/mercantile-investment-advisors-165094) | Wichita Falls | $146 million | 71 | 3 | Not listed | (940) 723-5565 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/165094) |
| [Bfi Wealth Solutions, LLC](https://specstream.ai/data/investment-advisers/firm/bfi-wealth-solutions-llc-319185) | Dallas | $145 million | 550 | 1 | Not listed | (469) 646-0429 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319185) |
| [Winnacle Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/winnacle-wealth-llc-317181) | Waco | $145 million | 1,264 | 6 | Not listed | (254) 776-8400 | winnaclewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317181) |
| [CSL Capital Management, L.P.](https://specstream.ai/data/investment-advisers/firm/csl-capital-management-l-p-158340) | Houston | $144.8 million | 7 | 8 | 7 | (281) 407-0693 | cslenergy.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158340) |
| [Certified Financial Strategies Corporation](https://specstream.ai/data/investment-advisers/firm/certified-financial-strategies-corporation-114361) | Dallas | $144.4 million | 306 | 1 | Not listed | (972) 702-8121 | cfscorp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/114361) |
| [Paladino Wealth](https://specstream.ai/data/investment-advisers/firm/paladino-wealth-307799) | Montgomery | $144.1 million | 160 | 4 | Not listed | (936) 444-2583 | paladinowealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307799) |
| [Shelter Wealth Strategies, LLC](https://specstream.ai/data/investment-advisers/firm/shelter-wealth-strategies-llc-170655) | Houston | $144.1 million | 38 | 9 | Not listed | (713) 620-8500 | shelterwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170655) |
| [PMG Family Office, LLC](https://specstream.ai/data/investment-advisers/firm/pmg-family-office-llc-312154) | Plano | $144 million | 296 | 2 | Not listed | (214) 550-8790 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312154) |
| [GSV Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/gsv-asset-management-llc-154664) | Dallas | $143.4 million | 7 | 3 | 2 | (646) 256-8233 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/154664) |
| [Kopion Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/kopion-asset-management-llc-152693) | McKinney | $142.6 million | 14 | 2 | Not listed | (214) 425-7027 | kopion.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/152693) |
| [The Advisors Group](https://specstream.ai/data/investment-advisers/firm/the-advisors-group-290104) | Lubbock | $142.4 million | 542 | 5 | Not listed | (806) 794-3848 | theadvisorsgroup.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290104) |
| [Pivot Point Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/pivot-point-advisors-llc-130562) | Bellaire | $141.7 million | 305 | 3 | Not listed | (713) 715-7000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/130562) |
| [Stability Partners Advisory Group, LLC](https://specstream.ai/data/investment-advisers/firm/stability-partners-advisory-group-llc-165880) | Spring | $140.9 million | 674 | 3 | Not listed | (832) 559-8393 | stabilityfinancialtalk.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/165880) |
| [Clear Sky Financial, LP](https://specstream.ai/data/investment-advisers/firm/clear-sky-financial-lp-298551) | Prosper | $140.6 million | 298 | 3 | Not listed | (214) 440-3615 | csfplan.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298551) |
| [Flagship Investment Management LLC](https://specstream.ai/data/investment-advisers/firm/flagship-investment-management-llc-332788) | Houston | $140 million | 4 | 12 | 2 | (713) 623-6000 | flagshipco.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332788) |
| [Alteris Capital Partners, LLC](https://specstream.ai/data/investment-advisers/firm/alteris-capital-partners-llc-335079) | Houston | $139.5 million | 302 | 3 | Not listed | (832) 649-8111 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335079) |
| [Teza Capital Management LLC](https://specstream.ai/data/investment-advisers/firm/teza-capital-management-llc-173124) | Austin | $139.5 million | 5 | 90 | 1 | (312) 768-1650 | tezacapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/173124) |
| [Braeside Investments, LLC](https://specstream.ai/data/investment-advisers/firm/braeside-investments-llc-131184) | Dallas | $139.4 million | 3 | 3 | 2 | (214) 276-9001 | braesidecapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/131184) |
| [Cravens Brothers Private Wealth Management LLC](https://specstream.ai/data/investment-advisers/firm/cravens-brothers-private-wealth-management-llc-162673) | Dallas | $139.3 million | 135 | 2 | Not listed | (214) 234-9503 | cravensbrothers.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/162673) |
| [Southpaw CP Manager LP](https://specstream.ai/data/investment-advisers/firm/southpaw-cp-manager-lp-339218) | Dallas | $138.9 million | 4 | 5 | 4 | (917) 837-8846 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339218) |
| [Revere Capital Management LP](https://specstream.ai/data/investment-advisers/firm/revere-capital-management-lp-306662) | Dallas | $138.7 million | 4 | 29 | 2 | (214) 227-9337 | reverecapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/306662) |
| [TKC Wealth Management LLC](https://specstream.ai/data/investment-advisers/firm/tkc-wealth-management-llc-158498) | Dallas | $138.6 million | 284 | 6 | Not listed | (214) 389-2000 | tkcadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158498) |
| [Worth Financial Group Inc.](https://specstream.ai/data/investment-advisers/firm/worth-financial-group-inc-13478) | Dallas | $137.9 million | 189 | 11 | Not listed | (469) 916-4287 | worthfinancialgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/13478) |
| [Eubank, Hutson & Associates, LLC](https://specstream.ai/data/investment-advisers/firm/eubank-hutson-associates-llc-226519) | Plano | $137.7 million | 560 | 2 | Not listed | (972) 473-2244 | eubankhutson.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/226519) |
| [Strategic Portfolio Solutions, LLC](https://specstream.ai/data/investment-advisers/firm/strategic-portfolio-solutions-llc-156374) | Dallas | $136.2 million | 393 | 5 | Not listed | (214) 446-4910 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/156374) |
| [Paradigm Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/paradigm-advisors-llc-114515) | Dallas | $136.1 million | 372 | 4 | Not listed | (214) 756-6066 | paradigmadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/114515) |
| [Allegro Mineral Partners LLC](https://specstream.ai/data/investment-advisers/firm/allegro-mineral-partners-llc-324740) | Houston | $135.3 million | 7 | 17 | 4 | (832) 895-7030 | allegrominerals.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/324740) |
| [Fogarty Wealth Management, Inc.](https://specstream.ai/data/investment-advisers/firm/fogarty-wealth-management-inc-283998) | Missouri City | $135.3 million | 339 | 1 | Not listed | (281) 403-1818 | fogartywm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283998) |
| [Stonebridge Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/stonebridge-wealth-management-llc-146775) | Frisco | $134.6 million | 127 | 1 | Not listed | (972) 418-2946 | stonebridgewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/146775) |
| [Wave Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/wave-wealth-management-llc-285079) | Frisco | $134.2 million | 447 | 2 | Not listed | (972) 954-4100 | wavewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285079) |
| [Reliance Wealth Management](https://specstream.ai/data/investment-advisers/firm/reliance-wealth-management-332415) | San Antonio | $134.2 million | 588 | 15 | Not listed | (210) 255-3040 | reliancefinancialpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332415) |
| [Double Eagle Capital Management LP](https://specstream.ai/data/investment-advisers/firm/double-eagle-capital-management-lp-135522) | Southlake | $133.2 million | 3 | 2 | 2 | (972) 869-6880 | doubleeaglecapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/135522) |
| [Kanos Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/kanos-capital-management-llc-128395) | Houston | $133.2 million | 116 | 3 | Not listed | (713) 807-0200 | kanoscapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/128395) |
| [Blackgold Capital Management LP](https://specstream.ai/data/investment-advisers/firm/blackgold-capital-management-lp-139804) | Houston | $133 million | 8 | 4 | 7 | (281) 795-6613 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/139804) |
| [Green & Deckert LLC](https://specstream.ai/data/investment-advisers/firm/green-deckert-llc-299006) | Lubbock | $132.8 million | 373 | 2 | Not listed | (806) 744-2689 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/299006) |
| [Charis Legacy Partners](https://specstream.ai/data/investment-advisers/firm/charis-legacy-partners-311968) | Bryan | $132.7 million | 244 | 1 | Not listed | (979) 406-7875 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311968) |
| [Ironoak Wealth](https://specstream.ai/data/investment-advisers/firm/ironoak-wealth-306403) | Cedar Park | $132.6 million | 606 | 6 | Not listed | (737) 271-9421 | ironoakwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/306403) |
| [Usca Asset Management LLC](https://specstream.ai/data/investment-advisers/firm/usca-asset-management-llc-137045) | Houston | $132.1 million | 24 | 6 | 24 | (713) 366-0500 | uscallc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/137045) |
| [PMV Capital Advisers, LLC](https://specstream.ai/data/investment-advisers/firm/pmv-capital-advisers-llc-308010) | Dallas | $132 million | 140 | 4 | Not listed | (972) 850-0146 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/308010) |
| [Nexpoint Advisors, L.P.](https://specstream.ai/data/investment-advisers/firm/nexpoint-advisors-l-p-163564) | Dallas | $131.2 million | 4 | 67 | Not listed | (214) 276-6300 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163564) |
| [Equilibria Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/equilibria-wealth-management-llc-311785) | Katy | $130.4 million | 205 | 3 | Not listed | (432) 617-7788 | equilibriawealthmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311785) |
| [Financial Aurora, LLC.](https://specstream.ai/data/investment-advisers/firm/financial-aurora-llc-260786) | Austin | $130 million | 700 | 2 | Not listed | (512) 213-6400 | financialaurora.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/260786) |
| [Broadhurst Financial Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/broadhurst-financial-advisors-inc-132332) | Austin | $128.4 million | 259 | 1 | Not listed | (215) 325-1595 | broadhurstfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/132332) |
| [Evolution Investment Management LLC](https://specstream.ai/data/investment-advisers/firm/evolution-investment-management-llc-324108) | Austin | $127.5 million | 6 | 4 | 6 | (512) 615-5612 | evolutionim.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/324108) |
| [Sage Wealth Planning](https://specstream.ai/data/investment-advisers/firm/sage-wealth-planning-300747) | Georgetown | $127 million | 415 | 3 | Not listed | (231) 221-2448 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300747) |
| [Personal Money Planning, LLC](https://specstream.ai/data/investment-advisers/firm/personal-money-planning-llc-112178) | Wichita Falls | $126.7 million | 566 | 5 | Not listed | (940) 692-6885 | personalmoneyplanning.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/112178) |
| [Shadowridge Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/shadowridge-asset-management-llc-162066) | Austin | $126.7 million | 870 | 9 | Not listed | (888) 434-1427 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/162066) |
| [Artesa Financial Group](https://specstream.ai/data/investment-advisers/firm/artesa-financial-group-153741) | Conroe | $126.6 million | 606 | 4 | Not listed | (936) 760-2215 | artesafinancialgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/153741) |
| [Kingwood Investment Group](https://specstream.ai/data/investment-advisers/firm/kingwood-investment-group-330330) | Kingwood | $126.5 million | 439 | 7 | Not listed | (281) 359-7900 | thekig.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330330) |
| [RIA Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/ria-wealth-advisors-llc-312072) | Round Rock | $126.5 million | 562 | 5 | Not listed | (512) 218-7993 | animascapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312072) |
| [Trinity Investment Management, LLC](https://specstream.ai/data/investment-advisers/firm/trinity-investment-management-llc-133873) | Fort Worth | $126.2 million | 96 | 5 | 1 | (817) 874-2700 | trinity-invest.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/133873) |
| [Integrity Road Wealth Partners LLC](https://specstream.ai/data/investment-advisers/firm/integrity-road-wealth-partners-llc-333154) | Houston | $126 million | 294 | 3 | Not listed | (832) 585-8699 | integrityroadwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/333154) |
| [The Gardner Group](https://specstream.ai/data/investment-advisers/firm/the-gardner-group-114263) | Dallas | $125.3 million | 367 | 1 | Not listed | (214) 706-4369 | gardnergrp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/114263) |
| [Masterpiece Capital, LLC](https://specstream.ai/data/investment-advisers/firm/masterpiece-capital-llc-290075) | Austin | $124.9 million | 86 | 4 | Not listed | (512) 472-9033 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290075) |
| [Emergent Capital Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/emergent-capital-advisors-llc-156112) | Houston | $124.1 million | 1 | 4 | 1 | (713) 965-0371 | ecagp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/156112) |
| [Encompass Advisory Services, LLC](https://specstream.ai/data/investment-advisers/firm/encompass-advisory-services-llc-283574) | Katy | $121.3 million | 1,007 | 14 | Not listed | (281) 371-6300 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283574) |
| [Leder Fiduciary Capital LLC](https://specstream.ai/data/investment-advisers/firm/leder-fiduciary-capital-llc-285490) | Bellaire | $120.6 million | 143 | 1 | Not listed | (713) 870-9516 | lederfidcap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285490) |
| [GFN Capital Management](https://specstream.ai/data/investment-advisers/firm/gfn-capital-management-139403) | Richardson | $120.1 million | 384 | 5 | Not listed | (972) 385-0007 | glazerfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/139403) |
| [MTR Financial Services, LLC](https://specstream.ai/data/investment-advisers/firm/mtr-financial-services-llc-149078) | Kingwood | $119.9 million | 340 | 1 | Not listed | (281) 913-1844 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/149078) |
| [Lone Star Investment Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/lone-star-investment-advisors-llc-158283) | Dallas | $119.9 million | 3 | 4 | 3 | (972) 702-7390 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158283) |
| [Redfish Capital](https://specstream.ai/data/investment-advisers/firm/redfish-capital-323348) | Cypress | $119 million | 170 | 4 | Not listed | (281) 256-3100 | redfish-cap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/323348) |
| [LD Lowe Wealth Advisory](https://specstream.ai/data/investment-advisers/firm/ld-lowe-wealth-advisory-136596) | Richardson | $118.8 million | 677 | 8 | Not listed | (972) 335-2523 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/136596) |
| [Texas Financial Advisory](https://specstream.ai/data/investment-advisers/firm/texas-financial-advisory-306413) | San Antonio | $117.9 million | 633 | 7 | Not listed | (210) 530-1292 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/306413) |
| [Integra Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/integra-wealth-advisors-llc-156216) | Houston | $117.3 million | 185 | 3 | Not listed | (713) 966-6156 | integrawealthadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/156216) |
| [Moffatt Financial Strategies](https://specstream.ai/data/investment-advisers/firm/moffatt-financial-strategies-335975) | Fort Worth | $117.1 million | 181 | 6 | Not listed | (682) 747-0134 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335975) |
| [Murray Securities, Inc.](https://specstream.ai/data/investment-advisers/firm/murray-securities-inc-142783) | Tyler | $116.6 million | 49 | 4 | Not listed | (903) 561-5588 | murraysecuritiesinc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/142783) |
| [Pathway Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/pathway-wealth-management-llc-283774) | Dallas | $116 million | 96 | 1 | Not listed | (972) 863-7671 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283774) |
| [Modern Financial Planning](https://specstream.ai/data/investment-advisers/firm/modern-financial-planning-297193) | Georgetown | $116 million | 305 | 2 | Not listed | (510) 519-7009 | modernfp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297193) |
| [Third Gear Capital Management LP](https://specstream.ai/data/investment-advisers/firm/third-gear-capital-management-lp-327316) | Houston | $115.7 million | 4 | 3 | 1 | (346) 440-0719 | thirdgearinvestments.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/327316) |
| [LRH Capital Advising LLC](https://specstream.ai/data/investment-advisers/firm/lrh-capital-advising-llc-342994) | Dallas | $113.9 million | 1 | 1 | 1 | (214) 680-1261 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/342994) |
| [Finamex Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/finamex-asset-management-llc-304260) | Houston | $113.9 million | 190 | 4 | Not listed | (713) 589-7121 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304260) |
| [Eagle Financial Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/eagle-financial-advisors-llc-167696) | Frisco | $113.1 million | 421 | 9 | Not listed | (800) 994-1317 | eaglefinancialadvisors.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167696) |
| [Ask Capital Investment Managers](https://specstream.ai/data/investment-advisers/firm/ask-capital-investment-managers-287711) | Amarillo | $110.4 million | 151 | 2 | Not listed | (806) 322-7526 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/287711) |
| [Piccolo Investment Consulting, LLC](https://specstream.ai/data/investment-advisers/firm/piccolo-investment-consulting-llc-170272) | Denton | $110 million | 196 | 2 | Not listed | (940) 215-0101 | picinvesting.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170272) |
| [Grace Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/grace-capital-management-llc-150054) | Austin | $108.7 million | 270 | 5 | Not listed | (512) 485-1800 | grace-cap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/150054) |
| [Double Eagle Wealth Management LLC](https://specstream.ai/data/investment-advisers/firm/double-eagle-wealth-management-llc-330398) | Dallas | $108.6 million | 359 | 2 | Not listed | (214) 814-4978 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330398) |
| [Panteles Advisors](https://specstream.ai/data/investment-advisers/firm/panteles-advisors-322676) | Argyle | $108.2 million | 106 | 4 | Not listed | (940) 239-8042 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/322676) |

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Source: [the SEC's Form ADV data files for investment advisers](https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers). Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC.

Free to reuse with credit to SpecStream under [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/).