Investment adviser firms in Texas · Page 3
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
- CFO4LIFE GROUP, LLCCRD 287600 · COPPELL, TX$1,935,513,212.00Regulatory AUM · August 2026
- CHAMBERS ENERGY MANAGEMENT, LPCRD 155906 · HOUSTON, TX$1,412,310,445.00Regulatory AUM · August 2026
- CHARIS LEGACY PARTNERS, LLCCRD 311968 · BRYAN, TX$132,695,803.00Regulatory AUM · August 2026
- CHILDRESS CAPITAL ADVISORS, LLCCRD 310277 · HOUSTON, TX$1,205,051,875.00Regulatory AUM · August 2026
- CHILTON CAPITAL MANAGEMENT LLCCRD 104592 · HOUSTON, TX$3,233,678,496.00Regulatory AUM · August 2026
- CHRISTIAN INVESTMENT ADVISORS, INC.CRD 165811 · NEW BRAUNFELS, TX$218,723,686.00Regulatory AUM · August 2026
- CHRISTOPHER & CO., LLCCRD 325504 · AUSTIN, TX$913,826,552.00Regulatory AUM · August 2026
- CHRONIM INVESTMENTS INC.CRD 120943 · IRVING, TX$228,137,320.00Regulatory AUM · August 2026
- CHUNG WU INVESTMENT GROUP, LLCCRD 170362 · SUGAR LAND, TX$147,478,605.00Regulatory AUM · August 2026
- CIBOLO ENERGY PARTNERS, LLCCRD 287596 · HOUSTON, TX$541,525,797.00Regulatory AUM · August 2026
- CIC PARTNERS MANAGEMENT LLCCRD 158019 · DALLAS, TX$438,027,176.00Regulatory AUM · August 2026
- CITATION CAPITAL MANAGEMENT, LLCCRD 326828 · DALLAS, TX$1,359,925,253.00Regulatory AUM · August 2026
- CIVITAS CAPITAL MANAGEMENT, LLCCRD 319105 · DALLAS, TX$578,645,483.00Regulatory AUM · August 2026
- CLAIRALPHA ADVISORS LLCCRD 342087 · FRISCO, TXNot availableRegulatory AUM · August 2026
- CLARE MARKET INVESTMENTS, LLCCRD 217515 · DALLAS, TX$635,150,000.00Regulatory AUM · August 2026
- CLARITY FINANCIAL, LLCCRD 150661 · HOUSTON, TX$1,840,574,021.00Regulatory AUM · August 2026
- CLEAR SKY CARBON SOLUTIONS INVESTMENT MANAGEMENT, LLCCRD 311751 · BELLAIRE, TX$466,558,339.00Regulatory AUM · August 2026
- CLEAR SKY FINANCIAL, LPCRD 298551 · PROSPER, TX$140,560,725.00Regulatory AUM · August 2026
- CLEAR TRAIL ADVISORS, LLCCRD 337595 · HOUSTON, TX$803,109,913.00Regulatory AUM · August 2026
- CMG GLOBAL HOLDINGS, LLCCRD 307513 · PLANO, TX$379,373,540.00Regulatory AUM · August 2026
- COLLECTIVE WEALTH ADVISORS LLCCRD 289157 · COPPELL, TX$157,005,962.00Regulatory AUM · August 2026
- COMMERCE STREET INVESTMENT ADVISOR, LLCCRD 144278 · DALLAS, TX$891,286,277.00Regulatory AUM · August 2026
- COMUNIDAD FUND I MANAGER, LLCCRD 315665 · AUSTIN, TX$206,454,774.00Regulatory AUM · August 2026
- CONCORDE FINANCIAL CORPORATIONCRD 105237 · DALLAS, TX$376,213,522.00Regulatory AUM · August 2026
- CONDIRE MANAGEMENT, LPCRD 311762 · DALLAS, TX$1,860,020,618.00Regulatory AUM · August 2026
- COOKSEN WEALTH, LLCCRD 300451 · THE WOODLANDS, TX$206,249,255.00Regulatory AUM · August 2026
- CORDA INVESTMENT MANAGEMENT, LLCCRD 108046 · HOUSTON, TX$2,000,124,067.00Regulatory AUM · August 2026
- CORE CAPITAL MANAGEMENT AND RESEARCH INC.CRD 146285 · HOUSTON, TX$298,755,605.00Regulatory AUM · August 2026
- CORNERMEN FINANCIAL, LLCCRD 323179 · SAN ANTONIO, TX$172,711,427.00Regulatory AUM · August 2026
- CORONADO RESOURCES MANAGEMENT LPCRD 282043 · DALLAS, TX$221,117,826.00Regulatory AUM · August 2026
- CORPS CAPITAL ADVISORS, LLCCRD 304643 · SOUTHLAKE, TX$270,311,000.00Regulatory AUM · August 2026
- CORRIGO INVESTMENT PARTNERS, LLCCRD 293620 · AUSTIN, TX$707,247,162.00Regulatory AUM · August 2026
- CORUS FAMILY WEALTH ADVISORS, INC.CRD 114702 · MCKINNEY, TX$619,512,128.00Regulatory AUM · August 2026
- COTTONWOOD VENTURES, LLCCRD 322366 · IRVING, TX$347,343,569.00Regulatory AUM · August 2026
- CPMG, INC.CRD 131417 · DALLAS, TX$855,773,000.00Regulatory AUM · August 2026
- CR GROUP L.P.CRD 132967 · HOUSTON, TX$2,207,554,370.00Regulatory AUM · August 2026
- CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLCCRD 162673 · DALLAS, TX$139,300,000.00Regulatory AUM · August 2026
- CRESCENT ADVISOR GROUP, INC.CRD 115974 · PLANO, TX$344,367,795.00Regulatory AUM · August 2026
- CRESCENT REAL ESTATE LLCCRD 158397 · FORT WORTH, TX$5,113,386,114.00Regulatory AUM · August 2026
- CRESTA ADVISORS, LTD.CRD 169641 · LAREDO, TX$786,011,371.00Regulatory AUM · August 2026
- CRESTA FUND MANAGEMENT LLCCRD 288079 · DALLAS, TX$2,044,723,282.00Regulatory AUM · August 2026
- CRESTLINE MANAGEMENT, L.P.CRD 122711 · FORT WORTH, TX$22,509,958,896.00Regulatory AUM · August 2026
- CRESTMONT PRIVATE WEALTH LLCCRD 304170 · BOERNE, TX$362,987,469.00Regulatory AUM · August 2026
- CROSSMARK GLOBAL INVESTMENTS, INC.CRD 113360 · HOUSTON, TX$8,983,812,044.00Regulatory AUM · August 2026
- CROSSMARK WEALTH MANAGEMENT, LLCCRD 289004 · HOUSTON, TX$1,185,087,606.00Regulatory AUM · August 2026
- CROSSPLANE CAPITAL MANAGEMENT, LPCRD 300646 · DALLAS, TX$736,248,662.00Regulatory AUM · August 2026
- CROSSTIMBERS CAPITAL GROUP, LLCCRD 285144 · HOUSTON, TX$626,156,348.00Regulatory AUM · August 2026
- CROW HOLDINGS CAPITAL PARTNERS, L.L.C.CRD 156925 · DALLAS, TX$14,446,644,303.00Regulatory AUM · August 2026
- CROWDOUT CAPITAL LLCCRD 305018 · AUSTIN, TX$102,381,734.00Regulatory AUM · August 2026
- CROWDSTREET ADVISORS, LLCCRD 299176 · AUSTIN, TX$231,858,503.00Regulatory AUM · August 2026
- CSL CAPITAL MANAGEMENT, L.P.CRD 158340 · HOUSTON, TX$144,762,065.00Regulatory AUM · August 2026
- CULTIVAR CAPITAL, INC.CRD 160145 · DENTON, TX$375,110,347.00Regulatory AUM · August 2026
- CUMBERLAND HILL CAPITAL MANAGEMENT LLCCRD 142227 · DALLAS, TX$18,150,000.00Regulatory AUM · August 2026
- CUSHING ASSET MANAGEMENT, LPCRD 131517 · DALLAS, TX$1,750,294,646.00Regulatory AUM · August 2026
- CUSOURCE, LLCCRD 44970 · PLANO, TX$52,373,407,058.00Regulatory AUM · August 2026
- CYPRESS ASSET MANAGEMENT INCCRD 106593 · HOUSTON, TX$455,795,968.00Regulatory AUM · August 2026
- CYPRESS POINT WEALTH MANAGEMENT, LLCCRD 143771 · DALLAS, TX$1,465,685,639.00Regulatory AUM · August 2026
- D.H. HILL ADVISORS, INC.CRD 116324 · KINGWOOD, TX$226,395,564.00Regulatory AUM · August 2026
- D2 ASSET MANAGEMENT, LPCRD 331542 · DALLAS, TX$1,825,931,886.00Regulatory AUM · August 2026
- DALAL STREET, LLCCRD 161471 · WEST LAKE HILLS, TX$936,286,116.00Regulatory AUM · August 2026
- DANIELS & ERICKSON FINANCIAL ADVISORS, LLCCRD 119687 · DALLAS, TX$213,569,645.00Regulatory AUM · August 2026
- DAUNTLESS CAPITAL PARTNERS LLCCRD 322380 · HOUSTON, TX$283,486,947.00Regulatory AUM · August 2026
- DAVIDSON CAPITAL MANAGEMENT, INC.CRD 112232 · CORPUS CHRISTI, TX$630,302,467.00Regulatory AUM · August 2026
- DAYBREAK FUND ADVISORS LLCCRD 163267 · HOUSTON, TX$1,007,489,318.00Regulatory AUM · August 2026
- DDELTA REAL ESTATE INVESTMENTS INC.CRD 326662 · AUSTIN, TX$169,592,200.00Regulatory AUM · August 2026
- DEAN WEALTH PARTNERS, LLCCRD 298237 · AUSTIN, TX$249,810,922.00Regulatory AUM · August 2026
- DEAN, JACOBSON FINANCIAL SERVICES, LLCCRD 115879 · FORT WORTH, TX$519,412,773.00Regulatory AUM · August 2026
- DELOS WEALTH ADVISORS, LLCCRD 300734 · DALLAS, TX$185,578,593.00Regulatory AUM · August 2026
- DESTINY ADVISORS LLCCRD 312099 · AUSTIN, TX$441,367,407.00Regulatory AUM · August 2026
- DHANDHO FUNDS LLCCRD 283147 · WEST LAKE HILLS, TX$104,034,265.00Regulatory AUM · August 2026
- DI INVESTMENT MANAGEMENT LPCRD 318069 · DALLAS, TX$617,591,427.00Regulatory AUM · August 2026
- DIAMOND CLIENT GROUP, LLCCRD 310570 · THE WOODLANDS, TX$185,808,906.00Regulatory AUM · August 2026
- DIESSLIN GROUP, INC.CRD 110557 · FORT WORTH, TX$696,317,975.00Regulatory AUM · August 2026
- DIGITAL WEALTH PARTNERS LLCCRD 328627 · DALLAS, TX$555,135,985.00Regulatory AUM · August 2026
- DIMENSIONAL FUND ADVISORS LPCRD 106482 · AUSTIN, TX$1,020,359,585,441.00Regulatory AUM · August 2026
- DISCIPLINED INVESTORS, L.L.C.CRD 114614 · WACO, TX$941,638,408.00Regulatory AUM · August 2026
- DISRUPTIVE TECHNOLOGY ADVISERS LLCCRD 164828 · DALLAS, TX$3,120,379,750.00Regulatory AUM · August 2026
- DISTRIBUTED GLOBAL MANAGER LPCRD 309673 · AUSTIN, TX$902,749,131.00Regulatory AUM · August 2026
- DOLIVER ADVISORS, L.P.CRD 106247 · HOUSTON, TX$718,423,398.00Regulatory AUM · August 2026
- DONATO WEALTH MANAGEMENT, PLLCCRD 305031 · CEDAR PARK, TX$349,336,470.00Regulatory AUM · August 2026
- DOUBLE EAGLE CAPITAL MANAGEMENT LPCRD 135522 · SOUTHLAKE, TX$133,217,451.00Regulatory AUM · August 2026
- DOUBLE EAGLE FAMILY OFFICES, LLCCRD 315523 · FORT WORTH, TX$1,398,671,728.00Regulatory AUM · August 2026
- DOUBLE EAGLE WEALTH MANAGEMENT LLCCRD 330398 · DALLAS, TX$108,579,555.00Regulatory AUM · August 2026
- DOVETAIL WEALTH MANAGEMENT, LLCCRD 291068 · TAYLOR, TX$333,149,113.00Regulatory AUM · August 2026
- DURATION ASSET MANAGEMENT, LLCCRD 298651 · DALLAS, TX$1,584,640,190.00Regulatory AUM · August 2026
- DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLCCRD 107722 · AUSTIN, TX$2,843,260,000.00Regulatory AUM · August 2026
- E & G ADVISORS, LLCCRD 130550 · HOUSTON, TX$706,944,944.00Regulatory AUM · August 2026
- EAGLE GLOBAL ADVISORS LLCCRD 107306 · HOUSTON, TX$3,099,764,577.00Regulatory AUM · August 2026
- EARLY MCCLINTIC & MCMILLAN, LLCCRD 288427 · STAFFORD, TX$652,182,319.00Regulatory AUM · August 2026
- ECP INVESTMENT ADVISORS LLCCRD 284686 · DALLAS, TX$167,688,787.00Regulatory AUM · August 2026
- EDGE NATURAL RESOURCES LLCCRD 230787 · DALLAS, TX$1,016,746,031.00Regulatory AUM · August 2026
- EFS ASSET MANAGEMENT LLCCRD 106184 · DALLAS, TX$70,001,256.00Regulatory AUM · August 2026
- EIGHT 31 FINANCIAL, LLCCRD 327632 · MIDLAND, TX$532,353,561.00Regulatory AUM · August 2026
- EIGHT PARTNERS VC, LLCCRD 283031 · AUSTIN, TX$13,379,484,700.00Regulatory AUM · August 2026
- EIV CAPITAL, LLCCRD 169111 · HOUSTON, TX$2,232,201,782.00Regulatory AUM · August 2026
- ELDA RIVER CAPITAL MANAGEMENT, LLCCRD 326859 · HOUSTON, TX$1,941,241,320.00Regulatory AUM · August 2026
- ELDRED ROCK PARTNERS, LLCCRD 316401 · SAN ANTONIO, TX$644,081,451.00Regulatory AUM · August 2026
- ELSEWHERE PARTNERS, LLCCRD 293959 · AUSTIN, TX$803,018,398.00Regulatory AUM · August 2026
- ELTEKON ADVISORS, LLC.CRD 115371 · WEST LAKE HILLS, TX$340,000,000.00Regulatory AUM · August 2026
- EMC CAPITAL MANAGEMENT, LLCCRD 167761 · HOUSTON, TX$218,888,113.00Regulatory AUM · August 2026