EXPLORE THE DIRECTORY

Investment adviser firms in Texas

Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.

1,070 firms · Source months shown: July 2026 and August 2026

1836 ASSET MANAGEMENT, LLCCRD 313389 · GARLAND, TX
$386,563,945.00Regulatory AUM · August 2026
1876 PARTNERS, LPCRD 329053 · TOMBALL, TX
$259,961,748.00Regulatory AUM · August 2026
1900 WEALTH MANAGEMENT LLCCRD 175346 · SAN ANTONIO, TX
$3,071,004,999.00Regulatory AUM · August 2026
327 CAPITAL PARTNERS, LLCCRD 313414 · SAN ANTONIO, TX
$505,532,871.00Regulatory AUM · August 2026
3B CAPITAL MANAGEMENT, LPCRD 300098 · DALLAS, TX
$245,886,438.00Regulatory AUM · August 2026
49 WEALTH MANAGEMENT, LLCCRD 319484 · AUSTIN, TX
$1,402,973,572.00Regulatory AUM · August 2026
59 NORTH CAPITAL MANAGEMENT, LPCRD 300258 · HOUSTON, TX
$7,503,173,537.00Regulatory AUM · August 2026
8 KNOTS MANAGEMENT, LLCCRD 305473 · DALLAS, TX
$2,034,678,758.00Regulatory AUM · July 2026
818 FAMILY OFFICE, LLCCRD 339082 · AUSTIN, TX
Not availableRegulatory AUM · August 2026
818 WEALTH, LLCCRD 335975 · FORT WORTH, TX
$117,131,991.00Regulatory AUM · August 2026
9823 CAPITAL, LPCRD 324329 · DALLAS, TX
$677,134,000.00Regulatory AUM · August 2026
A SLING & A STONE, INCORPORATEDCRD 134943 · BURNET, TX
$102,058,435.00Regulatory AUM · August 2026
A3 CAPITAL ADVISORS, LLCCRD 338956 · HOUSTON, TX
$236,845,287.00Regulatory AUM · August 2026
AB PRIVATE CREDIT INVESTORS LLCCRD 173027 · AUSTIN, TX
$11,358,000,000.00Regulatory AUM · August 2026
ABRAHAM TRADING, LPCRD 315318 · CANADIAN, TX
$94,889,896.00Regulatory AUM · August 2026
ABUNDO WEALTH INC.CRD 304612 · HOUSTON, TX
Not availableRegulatory AUM · August 2026
ACACIA PARTNERS, LLCCRD 281887 · AUSTIN, TX
$220,726,167.00Regulatory AUM · August 2026
ACADEMY CAPITAL MANAGEMENTCRD 105008 · WACO, TX
$1,158,602,375.00Regulatory AUM · August 2026
ACKERMAN CAPITAL ADVISORS, LLCCRD 123824 · DALLAS, TX
$604,018,630.00Regulatory AUM · August 2026
ACRUENCE CAPITAL, LLCCRD 305482 · DALLAS, TX
$37,352,100.00Regulatory AUM · August 2026
ACT WEALTH MANAGEMENT, LLCCRD 155131 · ALLEN, TX
$568,799,540.00Regulatory AUM · August 2026
ADAMS ASSET ADVISORS LLCCRD 120573 · DALLAS, TX
$839,428,961.00Regulatory AUM · August 2026
ADAR1 CAPITAL MANAGEMENT, LLCCRD 299694 · AUSTIN, TX
$1,675,126,109.00Regulatory AUM · August 2026
ADELL HARRIMAN & CARPENTER INCCRD 107488 · HOUSTON, TX
$2,087,058,406.00Regulatory AUM · August 2026
ADVISOR LOGISTICS, LLCCRD 292784 · BOERNE, TX
$6,289,000,000.00Regulatory AUM · August 2026
ADVISOR RESOURCE COUNCILCRD 164109 · DALLAS, TX
$3,486,476,414.00Regulatory AUM · August 2026
ADVISORS CRYPTO, INC.CRD 109201 · AUSTIN, TX
$11,247,097.00Regulatory AUM · August 2026
AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLCCRD 297526 · DALLAS, TX
$537,341,000.00Regulatory AUM · August 2026
AETHON ENERGY MANAGEMENT LLCCRD 173136 · DALLAS, TX
$700,131,864.00Regulatory AUM · August 2026
AFFINIUS CAPITAL ADVISORS LLCCRD 316030 · SAN ANTONIO, TX
$31,105,860,115.00Regulatory AUM · August 2026
AIP MANAGEMENT LPCRD 322494 · HOUSTON, TX
$1,334,206,031.00Regulatory AUM · August 2026
ALAMO ADVISORS, LPCRD 122290 · SAN ANTONIO, TX
$3,867,222,474.00Regulatory AUM · August 2026
ALKA PARTNERS, LLCCRD 338183 · FARMERS BRANCH, TX
$2.00Regulatory AUM · August 2026
ALLEGRO MINERAL PARTNERS LLCCRD 324740 · HOUSTON, TX
$135,327,850.00Regulatory AUM · August 2026
ALLRED CAPITAL MANAGEMENT, LLCCRD 297533 · DALLAS, TX
$493,428,431.00Regulatory AUM · August 2026
ALM FIRST FINANCIAL ADVISORS LLCCRD 108561 · DALLAS, TX
$76,173,495,779.00Regulatory AUM · August 2026
ALONGSIDE, LLCCRD 333587 · AUSTIN, TX
$878,611,865.00Regulatory AUM · August 2026
ALTA FOX CAPITAL MANAGEMENT, LLCCRD 295816 · FORT WORTH, TX
$821,427,086.00Regulatory AUM · August 2026
ALTERIS CAPITAL PARTNERS, LLCCRD 335079 · HOUSTON, TX
$139,530,282.00Regulatory AUM · August 2026
ALTERNA WEALTH MANAGEMENT, INC.CRD 146153 · HOUSTON, TX
$1,401,363,335.00Regulatory AUM · August 2026
AMBERJACK CAPITAL PARTNERS, L.P.CRD 161464 · HOUSTON, TX
$1,252,884,501.00Regulatory AUM · August 2026
AMERICAN BEACON ADVISORS, INC.CRD 105552 · IRVING, TX
$59,930,253,237.00Regulatory AUM · August 2026
AMERICANA PARTNERS, LLCCRD 301354 · HOUSTON, TX
$9,101,689,133.00Regulatory AUM · August 2026
AMICUS FINANCIAL ADVISORS, LLCCRD 131315 · LUBBOCK, TX
$550,940,733.00Regulatory AUM · August 2026
ANCIENT ART, L.P.CRD 141112 · AUSTIN, TX
$1,504,114,292.00Regulatory AUM · August 2026
ANCOR HOLDINGS, LPCRD 210524 · SOUTHLAKE, TX
$458,419,453.00Regulatory AUM · August 2026
ANDROS CAPITAL PARTNERS LLCCRD 310641 · HOUSTON, TX
$3,508,954,787.00Regulatory AUM · August 2026
ANKERSTAR WEALTH, LLCCRD 170819 · LEANDER, TX
$152,547,581.00Regulatory AUM · August 2026
ANNANDALE CAPITAL, LLCCRD 136667 · DALLAS, TX
$1,550,202,000.00Regulatory AUM · August 2026
ANSON FUNDS MANAGEMENT LPCRD 125109 · DALLAS, TX
$3,046,431,569.00Regulatory AUM · August 2026
APEIRON RIA LLCCRD 289273 · DALLAS, TX
$852,000,000.00Regulatory AUM · August 2026
APPLEWHITE FINANCIAL PLANNING, PLLCCRD 169799 · DALLAS, TX
$153,132,711.00Regulatory AUM · August 2026
APPLIED FINANCE ADVISORS, LLCCRD 140054 · SAN ANTONIO, TX
$2,052,081,914.00Regulatory AUM · August 2026
AQS ASSET MANAGEMENT, L.L.C.CRD 131544 · AUSTIN, TX
$4,066,280,421.00Regulatory AUM · August 2026
ARA ADVISERS, LLCCRD 298845 · HOUSTON, TX
$6,785,474,521.00Regulatory AUM · August 2026
ARA GC PARTNERS, LLCCRD 334354 · HOUSTON, TX
$935,931,451.00Regulatory AUM · August 2026
ARGENT WEALTH MANAGEMENT, INC.CRD 135376 · ROUND ROCK, TX
$172,406,000.00Regulatory AUM · August 2026
ARK WEALTH MANAGEMENT, LLCCRD 317264 · AUSTIN, TX
$216,000,000.00Regulatory AUM · August 2026
ARKOS GLOBAL ADVISORS, LLCCRD 287466 · HOUSTON, TX
$1,154,934,615.00Regulatory AUM · August 2026
ARMADILLO LITIGATION FUNDING LLCCRD 310764 · HOUSTON, TX
$581,359,742.00Regulatory AUM · August 2026
ARROYO ENERGY INVESTMENT PARTNERS LLCCRD 173735 · SPRING, TX
$2,277,670,792.00Regulatory AUM · August 2026
ARTESA FINANCIAL GROUP, LLCCRD 153741 · CONROE, TX
$126,615,003.00Regulatory AUM · August 2026
ARVIN CAPITAL MANAGEMENT LPCRD 315672 · AUSTIN, TX
$953,387,995.00Regulatory AUM · August 2026
ARWA LLCCRD 337220 · FORT WORTH, TX
$335,003,000.00Regulatory AUM · August 2026
ASCENSION CAPITAL ADVISORS, INC.CRD 109518 · HOUSTON, TX
$938,510,312.00Regulatory AUM · August 2026
ASCENTIS ASSET MANAGEMENT, LLCCRD 318126 · DALLAS, TX
Not availableRegulatory AUM · August 2026
ASCENTIS INDEPENDENT ADVISORS, LLCCRD 322879 · DALLAS, TX
$2,094,861,769.00Regulatory AUM · August 2026
ASCENTIS WEALTH MANAGEMENT, LLCCRD 330923 · DALLAS, TX
$595,719,066.00Regulatory AUM · August 2026
ASPEN WEALTH MANAGEMENT, LLCCRD 159594 · FORT WORTH, TX
$657,825,724.00Regulatory AUM · August 2026
ASSET PRESERVATION GROUP INCCRD 108150 · GRAPEVINE, TX
$321,172,762.00Regulatory AUM · August 2026
ASSETBUILDER, INC.CRD 142665 · ALLEN, TX
$812,663,572.00Regulatory AUM · August 2026
ATLASMARK FINANCIAL, INC.CRD 152635 · AUSTIN, TX
$228,571,101.00Regulatory AUM · August 2026
ATOM INVESTORS LPCRD 296819 · AUSTIN, TX
$6,826,854,559.00Regulatory AUM · August 2026
ATX FINANCIAL PLANNING, LLCCRD 311589 · AUSTIN, TX
$174,315,751.00Regulatory AUM · August 2026
AUGMENT ADVISORS, LLCCRD 335130 · AUSTIN, TX
$342,636,254.00Regulatory AUM · August 2026
AUSTERRA WEALTH MANAGEMENT LLCCRD 161964 · DALLAS, TX
$230,269,794.00Regulatory AUM · August 2026
AUSTIN ASSET MANAGEMENT COCRD 105441 · AUSTIN, TX
$1,871,758,998.00Regulatory AUM · August 2026
AUSTIN MONEY MANAGEMENT CORPORATIONCRD 302038 · AUSTIN, TX
$296,058,749.00Regulatory AUM · August 2026
AUSTIN WEALTH MANAGEMENT, LLCCRD 172793 · AUSTIN, TX
$1,082,954,570.00Regulatory AUM · August 2026
AUTHENTIKOS WEALTH ADVISORY LLCCRD 286646 · NEW BRAUNFELS, TX
$184,093,085.00Regulatory AUM · August 2026
AUTUMN GLORY PARTNERS, LLCCRD 288250 · DALLAS, TX
$747,577,803.00Regulatory AUM · August 2026
AUTUMN LANE ADVISORS, LLCCRD 173624 · HOUSTON, TX
$1,198,858,655.00Regulatory AUM · August 2026
AVANT FINANCIAL ADVISORS LLCCRD 297894 · AUSTIN, TX
$196,402,029.00Regulatory AUM · August 2026
AVIATOR FINANCIAL CONSULTING LLCCRD 307799 · MONTGOMERY, TX
$144,147,405.00Regulatory AUM · August 2026
AVID WEALTH PARTNERS, LLCCRD 323124 · SAN ANTONIO, TX
$298,534,409.00Regulatory AUM · August 2026
AVIDIAN WEALTH ENTERPRISES, LLCCRD 127186 · HOUSTON, TX
$4,764,235,121.00Regulatory AUM · August 2026
AVIDITY PARTNERS MANAGEMENT LPCRD 304628 · DALLAS, TX
$1,059,191,006.00Regulatory AUM · August 2026
AVION WEALTH, LLCCRD 134242 · THE WOODLANDS, TX
$984,550,948.00Regulatory AUM · August 2026
AVONDALE WEALTH MANAGEMENT LLCCRD 152590 · WEST LAKE HILLS, TX
$326,716,990.00Regulatory AUM · August 2026
AWAKEN WEALTH PARTNERS LLCCRD 341005 · HOUSTON, TX
Not availableRegulatory AUM · August 2026
AWH CAPITAL, L.P.CRD 146740 · DALLAS, TX
$147,559,612.00Regulatory AUM · August 2026
AWM FINANCIAL SERVICES INC.CRD 144351 · THE WOODLANDS, TX
$320,578,704.00Regulatory AUM · August 2026
B&D WHITE CAPITAL COMPANY, LLCCRD 173822 · LAKEWAY, TX
$925,191,253.00Regulatory AUM · August 2026
B&T CAPITAL MANAGEMENT, INCORPORATEDCRD 121703 · AUSTIN, TX
$871,430,846.00Regulatory AUM · August 2026
BALEFIRE, LLCCRD 168733 · DALLAS, TX
$1,988,796,480.00Regulatory AUM · August 2026
BALLAST ASSET MANAGEMENT, LPCRD 311116 · DALLAS, TX
$220,658,717.00Regulatory AUM · August 2026
BANNER OAK CAPITAL PARTNERS, LPCRD 284367 · DALLAS, TX
$4,459,266,422.00Regulatory AUM · August 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLCCRD 284677 · LEWISVILLE, TX
$176,582,760.00Regulatory AUM · August 2026
BANORTE ASSET MANAGEMENT, INC.CRD 290555 · HOUSTON, TX
$661,189,262.00Regulatory AUM · August 2026
BANORTE VENTURES LTD.CRD 335283 · HOUSTON, TX
$52,430.00Regulatory AUM · August 2026