EXPLORE THE DIRECTORY

Investment adviser firms in Texas · Page 2

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

BARROW, HANLEY, MEWHINNEY & STRAUSS, LLCCRD 105519 · DALLAS, TX
$59,035,569,287.00Regulatory AUM · August 2026
BASA RESOURCES, INC.CRD 290034 · DALLAS, TX
$95,680,440.00Regulatory AUM · August 2026
BASIN OIL AND GAS MANAGEMENT, LPCRD 289099 · FORT WORTH, TX
$492,662,498.00Regulatory AUM · August 2026
BAYOU CITY ENERGY MANAGEMENT LLCCRD 283269 · HOUSTON, TX
$1,047,155,162.00Regulatory AUM · August 2026
BBAE ADVISORS LLCCRD 269900 · PLANO, TX
$1,232,750.00Regulatory AUM · August 2026
BBAM US LPCRD 175441 · DALLAS, TX
$4,752,906,142.00Regulatory AUM · August 2026
BEACON ADVISORS HOLDINGS, LLCCRD 335101 · AUSTIN, TX
$459,604,597.00Regulatory AUM · August 2026
BEACON FINANCIAL ADVISORS LTDCRD 106164 · HOUSTON, TX
$296,912,883.00Regulatory AUM · August 2026
BEACON RETIREMENT PLANNING SERVICES INC.CRD 110038 · DALLAS, TX
$1,304,179,817.00Regulatory AUM · August 2026
BEAIRD HARRIS WEALTH MANAGEMENT, LLCCRD 107238 · DALLAS, TX
$2,272,278,072.00Regulatory AUM · August 2026
BEAUMONT ASSET MANAGEMENT, L.L.C.CRD 150407 · BEAUMONT, TX
$365,197,944.00Regulatory AUM · August 2026
BECK CAPITAL MANAGEMENT LLCCRD 152705 · AUSTIN, TX
$562,420,185.00Regulatory AUM · August 2026
BELLATORE FINANCIAL, INC.CRD 143543 · THE WOODLANDS, TX
$638,705,220.00Regulatory AUM · August 2026
BERRY WEALTH GROUP, LPCRD 327346 · GRANBURY, TX
$274,507,209.00Regulatory AUM · August 2026
BFI WEALTH SOLUTIONS, LLCCRD 319185 · DALLAS, TX
$145,000,000.00Regulatory AUM · August 2026
BH CREDIT MANAGEMENT LLCCRD 317505 · DALLAS, TX
$1,367,587,592.00Regulatory AUM · August 2026
BIGLARI CAPITAL LLCCRD 115197 · SAN ANTONIO, TX
$1,043,222,993.00Regulatory AUM · August 2026
BIOS CAPITAL MANAGEMENT, LPCRD 298955 · FORT WORTH, TX
$250,897,987.00Regulatory AUM · August 2026
BIRD ROCK ASSET MANAGEMENT, LP.CRD 138872 · AUSTIN, TX
$146,306,159.00Regulatory AUM · August 2026
BIRNAM WOOD CAPITAL, LLCCRD 269897 · DALLAS, TX
$106,127,018.00Regulatory AUM · August 2026
BISON INVESTMENT ADVISORS, LLCCRD 149775 · THE WOODLANDS, TX
$157,535,698.00Regulatory AUM · August 2026
BLACK BARN FINANCIAL, LLCCRD 170885 · AUSTIN, TX
$164,560,544.00Regulatory AUM · August 2026
BLACKGOLD CAPITAL MANAGEMENT LPCRD 139804 · HOUSTON, TX
$133,013,314.00Regulatory AUM · August 2026
BLAND GARVEY WEALTH ADVISORS, LLCCRD 140066 · RICHARDSON, TX
$241,178,422.00Regulatory AUM · August 2026
BLUE SAGE SERVICES, L.P.CRD 297282 · AUSTIN, TX
$1,255,383,524.00Regulatory AUM · August 2026
BLUEHEELCRD 331771 · DALLAS, TX
$192,322,986.00Regulatory AUM · August 2026
BLUESCAPE ENERGY PARTNERS LLCCRD 283812 · DALLAS, TX
$890,431,488.00Regulatory AUM · August 2026
BLUESPRING WEALTH MANAGEMENT, LLCCRD 152667 · AUSTIN, TX
$5,430,907,207.00Regulatory AUM · August 2026
BLUM FINANCIAL, LPCRD 149134 · RICHARDSON, TX
$208,600,000.00Regulatory AUM · August 2026
BONNER & SMITH, LLCCRD 114287 · LUBBOCK, TX
$314,766,006.00Regulatory AUM · August 2026
BOON INVESTMENT GROUP, INC.CRD 150102 · AUSTIN, TX
Not availableRegulatory AUM · August 2026
BOWIE CAPITAL MANAGEMENT, LLCCRD 171023 · RICHARDSON, TX
$2,808,237,343.00Regulatory AUM · August 2026
BOX FINANCIAL ADVISORS, LLCCRD 155623 · GRAPEVINE, TX
$96,912,257.00Regulatory AUM · August 2026
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.CRD 288157 · CEDAR PARK, TX
$244,618,764.00Regulatory AUM · August 2026
BP CAPITAL ENERGY ADVISORS, LLCCRD 167087 · DALLAS, TX
$537,243,695.00Regulatory AUM · August 2026
BRAEMONT CAPITAL MANAGEMENT LLCCRD 314704 · DALLAS, TX
$913,043,888.00Regulatory AUM · August 2026
BRAESIDE INVESTMENTS, LLCCRD 131184 · DALLAS, TX
$139,434,392.00Regulatory AUM · August 2026
BRANSON FOWLKES & CO INCCRD 107657 · HOUSTON, TX
$439,389,039.00Regulatory AUM · August 2026
BRANSON FOWLKES RUSSELL INCCRD 107656 · HOUSTON, TX
$1,619,079.00Regulatory AUM · August 2026
BRASADA CAPITAL MANAGEMENT, LPCRD 147775 · HOUSTON, TX
$679,092,660.00Regulatory AUM · August 2026
BRAZOS CAPITAL, LLCCRD 289749 · AUSTIN, TX
$102,528,960.00Regulatory AUM · August 2026
BRAZOS WEALTH ADVISORS LLCCRD 323508 · FORT WORTH, TX
$183,697,357.00Regulatory AUM · August 2026
BRENT FORREST & ASSOCIATES, L.L.C.CRD 126266 · SAN ANTONIO, TX
$657,087,013.00Regulatory AUM · August 2026
BRIAUD FINANCIAL PLANNING INCCRD 105638 · COLLEGE STATION, TX
$912,788,383.00Regulatory AUM · August 2026
BRIDGE CAPITAL ADVISORSCRD 317554 · HOUSTON, TX
$687,300,503.00Regulatory AUM · August 2026
BRIDGEFRONT CAPITAL, LLCCRD 291949 · AUSTIN, TX
$488,453,521.00Regulatory AUM · August 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLCCRD 111441 · HOUSTON, TX
$4,251,702,444.00Regulatory AUM · August 2026
BRIGHAM MANAGEMENT, LLCCRD 300627 · AUSTIN, TX
$1,011,059,798.00Regulatory AUM · August 2026
BRIGHAM ROYALTIES MANAGEMENT, LLCCRD 333329 · AUSTIN, TX
$445,632,313.00Regulatory AUM · August 2026
BRIGHT WEALTH MANAGEMENT, LLCCRD 169771 · LEWISVILLE, TX
$264,973,479.00Regulatory AUM · August 2026
BRINDLE & BAY FINANCIAL ADVISORS, LLCCRD 291747 · FRISCO, TX
$184,800,000.00Regulatory AUM · August 2026
BROADHURST FINANCIAL ADVISORS, INC.CRD 132332 · AUSTIN, TX
$128,435,308.00Regulatory AUM · August 2026
BROADMARK ASSET MANAGEMENT LLCCRD 109422 · DALLAS, TX
$238,352,315.00Regulatory AUM · August 2026
BROADWAY WEALTH SOLUTIONS, INC.CRD 291753 · SAN ANTONIO, TX
$308,050,784.00Regulatory AUM · August 2026
BROADWING CAPITAL MANAGEMENT LLCCRD 328881 · DALLAS, TX
$513,108,323.00Regulatory AUM · August 2026
BROOKLINE WEALTH, LLCCRD 322787 · AUSTIN, TX
$148,957,646.00Regulatory AUM · August 2026
BROOKMONT CAPITAL MANAGEMENT, LLCCRD 145475 · DALLAS, TX
$910,455,766.00Regulatory AUM · August 2026
BSIP SLP GP, LLCCRD 298964 · FRISCO, TX
$1,056,486,148.00Regulatory AUM · August 2026
BUCKHORN RESOURCES, LPCRD 226647 · HOUSTON, TX
$248,924,810.00Regulatory AUM · August 2026
BUILDGROUP MANAGEMENT, LLCCRD 289150 · AUSTIN, TX
$294,443,559.00Regulatory AUM · August 2026
BURFORD BROTHERS, INC.CRD 306574 · DALLAS, TX
$440,208,266.00Regulatory AUM · August 2026
BURKE WEALTH MANAGEMENT, LLCCRD 305840 · HOUSTON, TX
$95,240,442.00Regulatory AUM · August 2026
BWCP, LPCRD 305638 · DALLAS, TX
$1,232,068,455.00Regulatory AUM · August 2026
BWM PLANNING LLCCRD 304855 · HOUSTON, TX
$465,289,174.00Regulatory AUM · August 2026
CAIN CAPITAL L.L.C.CRD 113592 · DALLAS, TX
$171,175,266.00Regulatory AUM · August 2026
CAIN, WATTERS & ASSOCIATES, LLCCRD 111521 · FRISCO, TX
$5,036,805,273.00Regulatory AUM · August 2026
CAIRD INVESTMENT PARTNERS, LLCCRD 334504 · DALLAS, TX
$413,201,562.00Regulatory AUM · August 2026
CALDERWOOD FINANCIAL STRATEGIES, INC.CRD 313466 · HOUSTON, TX
$228,534,086.00Regulatory AUM · August 2026
CALLAHAN ADVISORS, LLCCRD 114058 · HOUSTON, TX
$1,327,579,088.00Regulatory AUM · August 2026
CAMDEN WEALTH ADVISORS LLCCRD 148518 · HOUSTON, TX
$366,313,897.00Regulatory AUM · August 2026
CANYON CAPITAL ADVISORS LLCCRD 107922 · DALLAS, TX
$11,923,581,000.00Regulatory AUM · August 2026
CANYON CLO ADVISORS LPCRD 226636 · DALLAS, TX
$11,912,312,000.00Regulatory AUM · August 2026
CANYON PARTNERS REAL ESTATE LLCCRD 107880 · DALLAS, TX
$2,910,274,000.00Regulatory AUM · August 2026
CAP SIX ADVISORS LLCCRD 325164 · HOUSTON, TX
$340,816,273.00Regulatory AUM · August 2026
CAPITAL ADVISORY GROUP, INC.CRD 114539 · DALLAS, TX
$224,943,977.00Regulatory AUM · August 2026
CAPITAL CREEK PARTNERS, LLCCRD 301211 · AUSTIN, TX
$1,523,427,564.00Regulatory AUM · August 2026
CAPITAL IDEAS, LLCCRD 114352 · DALLAS, TX
$336,171,763.00Regulatory AUM · August 2026
CAPSTAR FINANCIAL SERVICES LLCCRD 300349 · AUSTIN, TX
$207,804,471.00Regulatory AUM · August 2026
CARGILE INVESTMENT MANAGEMENT, INC.CRD 116982 · MIDLAND, TX
$394,568,839.00Regulatory AUM · August 2026
CARLIN WEALTH MANAGEMENT GROUP, LLCCRD 325306 · AUSTIN, TX
$240,889,754.00Regulatory AUM · August 2026
CARLSON CAPITAL, L.P.CRD 118156 · DALLAS, TX
$597,169,590.00Regulatory AUM · August 2026
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLCCRD 154238 · THE WOODLANDS, TX
$600,211,084.00Regulatory AUM · August 2026
CARRIAGE SERVICES INVESTMENT ADVISORS, INC.CRD 164325 · HOUSTON, TX
$308,215,760.00Regulatory AUM · August 2026
CARROLL ADVISORY GROUP, LLCCRD 334565 · TEXARKANA, TX
$341,058,157.00Regulatory AUM · August 2026
CARSON MANAGEMENT COMPANY, LLCCRD 153261 · DALLAS, TX
$475,084,747.00Regulatory AUM · August 2026
CASTLEVIEW PARTNERS, LLCCRD 281410 · DALLAS, TX
$416,875,249.00Regulatory AUM · August 2026
CATALYST CAPITAL ADVISERS LLCCRD 290191 · DALLAS, TX
$228,121,767.00Regulatory AUM · August 2026
CATALYST WEALTH MANAGEMENT LLCCRD 329586 · HOUSTON, TX
$105,000,766.00Regulatory AUM · August 2026
CAYETANO DEVELOPMENT, LLCCRD 290076 · AUSTIN, TX
$666,603,019.00Regulatory AUM · August 2026
CAZ GP STAKES ADVISER LLCCRD 338168 · HOUSTON, TX
$99,029,519.00Regulatory AUM · August 2026
CAZ INVESTMENTS L.P.CRD 113931 · HOUSTON, TX
$10,830,341,793.00Regulatory AUM · August 2026
CAZ INVESTMENTS REGISTERED ADVISER LLCCRD 327614 · HOUSTON, TX
$540,556,877.00Regulatory AUM · August 2026
CBM FINANCIAL, LLCCRD 327254 · AUSTIN, TX
$234,750,441.00Regulatory AUM · August 2026
CCC ADVISORS, LLCCRD 288948 · AUSTIN, TX
$703,271,683.00Regulatory AUM · August 2026
CENTENNIAL ADVISORS, LLCCRD 290778 · AUSTIN, TX
$237,327,848.00Regulatory AUM · August 2026
CENTERGATE CAPITAL, L.P.CRD 281685 · AUSTIN, TX
$828,277,894.00Regulatory AUM · August 2026
CENTEROAK ADVISER, L.P.CRD 175156 · DALLAS, TX
$1,975,228,000.00Regulatory AUM · August 2026
CENTRIC ADVISORS, LLCCRD 282477 · CYPRESS, TX
$211,348,878.00Regulatory AUM · August 2026
CERTIFIED FINANCIAL STRATEGIES CORPORATIONCRD 114361 · DALLAS, TX
$133,298,670.00Regulatory AUM · August 2026
CFM WEALTH PARTNERS LLCCRD 305135 · AUSTIN, TX
$885,842,605.00Regulatory AUM · August 2026