Investment adviser firms in Texas · Page 11
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: August 2026
- UNITED ADVISORS AMERICA CORPORATIONCRD 147350 · PROSPER, TX$446,510,913.00Regulatory AUM · August 2026
- UNITED CAPITAL FINANCIAL ADVISORS, LLCCRD 134600 · IRVING, TX$24,646,765,344.00Regulatory AUM · August 2026
- UNITY PARTNERS LPCRD 322847 · DALLAS, TX$366,975,393.00Regulatory AUM · August 2026
- UPP MANAGEMENT, LPCRD 342664 · HOUSTON, TXNot availableRegulatory AUM · August 2026
- UPTICK PARTNERS, LLCCRD 324250 · NACOGDOCHES, TX$1,063,169,479.00Regulatory AUM · August 2026
- UPTOWN FINANCIAL ADVISORS LLCCRD 171401 · DALLAS, TX$153,813,197.00Regulatory AUM · August 2026
- URBAN FUND MANAGEMENT, LLCCRD 167491 · PLANO, TX$767,765,979.00Regulatory AUM · August 2026
- USAA INVESTMENT SERVICES COMPANYCRD 5475 · SAN ANTONIO, TXNot availableRegulatory AUM · August 2026
- USCA ASSET MANAGEMENT LLCCRD 137045 · HOUSTON, TX$132,145,572.00Regulatory AUM · August 2026
- VALIC FINANCIAL ADVISORS, INC.CRD 42803 · HOUSTON, TX$29,215,100,590.00Regulatory AUM · August 2026
- VALTERRA PARTNERS LLCCRD 316443 · AUSTIN, TX$236,951,404.00Regulatory AUM · August 2026
- VALUED RETIREMENTS, INC.CRD 114236 · HOUSTON, TX$190,117,019.00Regulatory AUM · August 2026
- VAN DEN BERG MANAGEMENT I, INC.CRD 112308 · AUSTIN, TX$679,521,633.00Regulatory AUM · August 2026
- VANN EQUITY MANAGEMENT LLCCRD 174239 · PLANO, TX$231,204,911.00Regulatory AUM · August 2026
- VANNOY ADVISORY GROUP, INC.CRD 145806 · AUSTIN, TX$172,437,655.00Regulatory AUM · August 2026
- VAQUERO PRIVATE WEALTH, LTD.CRD 305266 · DALLAS, TX$928,946,791.00Regulatory AUM · August 2026
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.CRD 106975 · HOUSTON, TX$12,241,335,106.00Regulatory AUM · August 2026
- VELOCIS MANAGEMENT, LLCCRD 313345 · DALLAS, TX$346,356,343.00Regulatory AUM · August 2026
- VENDERA MANAGEMENT HOLDINGS, LLCCRD 175116 · DALLAS, TX$602,773,691.00Regulatory AUM · August 2026
- VENTURI WEALTH MANAGEMENT, LLCCRD 169576 · AUSTIN, TX$3,581,250,224.00Regulatory AUM · August 2026
- VERUS CAPITAL VENTURES, INC.CRD 315153 · SUGAR LAND, TX$158,666,730.00Regulatory AUM · August 2026
- VESTIE, INC.CRD 338938 · DALLAS, TX$125.00Regulatory AUM · August 2026
- VIAQUEST ADVISORS LLCCRD 333842 · HOUSTON, TX$174,447,485.00Regulatory AUM · August 2026
- VICTORY CAPITAL MANAGEMENT INC.CRD 106189 · SAN ANTONIO, TX$282,713,179,656.00Regulatory AUM · August 2026
- VICTORY FINANCIAL GROUP LLCCRD 324943 · AUSTIN, TX$1,337,530,512.00Regulatory AUM · August 2026
- VIEW CAPITAL RIA, LPCRD 130678 · DALLAS, TX$1,815,837,887.00Regulatory AUM · August 2026
- VIRAGE CAPITAL MANAGEMENT LPCRD 167992 · HOUSTON, TX$588,349,174.00Regulatory AUM · August 2026
- VIRTUS FAMILY OFFICE, LLCCRD 298272 · EL PASO, TX$726,943,327.00Regulatory AUM · August 2026
- VIRTUS REAL ESTATE LLCCRD 164146 · AUSTIN, TX$1,144,113,020.00Regulatory AUM · August 2026
- VORTUS INVESTMENT ADVISORS, LLCCRD 166178 · FORT WORTH, TX$411,667,415.00Regulatory AUM · August 2026
- VOSS CAPITAL, LPCRD 158929 · HOUSTON, TX$1,941,491,455.00Regulatory AUM · August 2026
- VWH CAPITAL MANAGEMENT, LPCRD 289128 · DALLAS, TX$3,324,646,353.00Regulatory AUM · August 2026
- WALLACE CAPITAL MANAGEMENT, INC.CRD 119174 · DALLAS, TX$1,488,904,952.00Regulatory AUM · August 2026
- WARWICK INVESTMENT MANAGEMENT, INC.CRD 105951 · BRYAN, TX$2,482,202,242.00Regulatory AUM · August 2026
- WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLCCRD 144172 · ADDISON, TX$228,453,367.00Regulatory AUM · August 2026
- WATERLOO CAPITAL, L.P.CRD 133705 · AUSTIN, TX$2,261,124,371.00Regulatory AUM · August 2026
- WATEROUS ENERGY FUND MANAGEMENT (US), LLCCRD 290952 · HOUSTON, TX$4,010,153,798.00Regulatory AUM · August 2026
- WATERWAY WEALTH MANAGEMENT, L.L.C.CRD 164975 · THE WOODLANDS, TX$675,772,806.00Regulatory AUM · August 2026
- WAVE WEALTH MANAGEMENT, LLCCRD 285079 · FRISCO, TX$134,180,983.00Regulatory AUM · August 2026
- WEALTH BENEFIT ADVISORS, LLCCRD 319324 · HOUSTON, TX$380,870,591.00Regulatory AUM · August 2026
- WEALTHDOOR ASSET MANAGEMENT LLCCRD 336825 · SUGAR LAND, TX$7,067.00Regulatory AUM · August 2026
- WEALTHSTAR ADVISORS, LLCCRD 164957 · PLANO, TX$723,608,845.00Regulatory AUM · August 2026
- WEATHERGAGE CAPITAL, LLCCRD 156612 · AUSTIN, TX$1,362,954,590.00Regulatory AUM · August 2026
- WEBS CREEK CAPITAL MANAGEMENT LPCRD 301259 · DALLAS, TX$1,254,428,430.00Regulatory AUM · August 2026
- WESTPARK WEALTH ADVISORS, INC.CRD 130914 · HOUSTON, TX$254,318,418.00Regulatory AUM · August 2026
- WESTWOOD ADVISORS, L.L.CCRD 132162 · DALLAS, TX$749,503,536.00Regulatory AUM · August 2026
- WESTWOOD MANAGEMENT CORPCRD 110269 · DALLAS, TX$12,457,042,247.00Regulatory AUM · August 2026
- WHITE DEER MANAGEMENT LLCCRD 161361 · HOUSTON, TX$960,846,750.00Regulatory AUM · August 2026
- WHITE ROCK CAPITAL MANAGEMENT, L.P.CRD 114877 · DALLAS, TX$217,400,628.00Regulatory AUM · August 2026
- WHITE ROCK OIL & GAS HOLDINGS, LLCCRD 165255 · PLANO, TX$205,147,357.00Regulatory AUM · August 2026
- WHITE ROCK RESOURCES HOLDINGS, LLCCRD 332560 · PLANO, TXNot availableRegulatory AUM · August 2026
- WHITE WING WEALTH MANAGEMENT, LLCCRD 226524 · THE WOODLANDS, TX$182,823,009.00Regulatory AUM · August 2026
- WILLIAM MADISON ADVISORS, INC.CRD 294782 · ABILENE, TX$497,702,053.00Regulatory AUM · August 2026
- WILLIS JOHNSON & ASSOCIATES, INC.CRD 119759 · HOUSTON, TX$1,851,891,503.00Regulatory AUM · August 2026
- WINCORAM ASSET MANAGEMENT LLCCRD 312425 · HOUSTON, TX$8,186,110,539.00Regulatory AUM · August 2026
- WINNACLE WEALTH, LLCCRD 317181 · WACO, TX$144,958,007.00Regulatory AUM · August 2026
- WISDOM INDEX ADVISORS, LLCCRD 132567 · PROSPER, TX$221,288,915.00Regulatory AUM · August 2026
- WISNIEWSKI WEALTH MANAGEMENT LLCCRD 150264 · DALLAS, TX$266,149,431.00Regulatory AUM · August 2026
- WJ INTERESTS, LLCCRD 114381 · SUGAR LAND, TX$633,500,000.00Regulatory AUM · August 2026
- WL ROSS & CO. LLCCRD 141854 · DALLAS, TX$224,585,127.00Regulatory AUM · August 2026
- WOMACK FINANCIAL LLCCRD 174873 · DALLAS, TX$164,669,645.00Regulatory AUM · August 2026
- WORTH ASSET MANAGEMENT, LLCCRD 166970 · DALLAS, TX$288,200,656.00Regulatory AUM · August 2026
- WORTH FINANCIAL GROUP INC.CRD 13478 · DALLAS, TX$122,831,881.00Regulatory AUM · August 2026
- WPA FAMILY OFFICE, LLCCRD 315566 · DALLAS, TX$175,198,734.00Regulatory AUM · August 2026
- WPWEALTH LLPCRD 145467 · FORT WORTH, TX$1,167,914,964.00Regulatory AUM · August 2026
- XEBEC ASSET MANAGEMENT, LLCCRD 305669 · DALLAS, TX$484,491,040.00Regulatory AUM · August 2026
- YACKTMAN ASSET MANAGEMENT LPCRD 164420 · AUSTIN, TX$11,712,361,735.00Regulatory AUM · August 2026
- YCG, LLCCRD 145769 · AUSTIN, TX$1,541,539,534.00Regulatory AUM · August 2026
- YOUR ADVOCATES, LTD., LLPCRD 138612 · HOUSTON, TX$448,131,083.00Regulatory AUM · August 2026
- ZARVONA ENERGY LLCCRD 288820 · HOUSTON, TX$423,115,131.00Regulatory AUM · August 2026