Investment adviser firms in Texas · Page 6
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
- KM CAPITAL MANAGEMENT, LTD.CRD 132887 · AUSTIN, TX$374,418,021.00Regulatory AUM · August 2026
- KMH WEALTH MANAGEMENT, LLCCRD 111610 · VICTORIA, TX$923,057,391.00Regulatory AUM · August 2026
- KOIN CAPITAL INCCRD 315355 · HOUSTON, TXNot availableRegulatory AUM · August 2026
- KOPION ASSET MANAGEMENT, LLCCRD 152693 · MCKINNEY, TX$142,578,253.00Regulatory AUM · August 2026
- KWK MANAGEMENT LLCCRD 131097 · HOUSTON, TX$262,542,013.00Regulatory AUM · August 2026
- L & B REALTY ADVISORS, LLPCRD 136654 · DALLAS, TX$218,557.00Regulatory AUM · August 2026
- L & W FINANCIAL, LLCCRD 285310 · COLLEGE STATION, TX$207,487,000.00Regulatory AUM · August 2026
- L.D. LOWE WEALTH ADVISORY, INC.CRD 136596 · RICHARDSON, TX$118,813,315.00Regulatory AUM · August 2026
- LAKE HILLS WEALTH MANAGEMENT, LLCCRD 286175 · AUSTIN, TX$206,898,245.00Regulatory AUM · August 2026
- LAKE PACIFIC MANAGEMENT COMPANY, LLCCRD 174253 · DALLAS, TX$213,244,049.00Regulatory AUM · August 2026
- LAKE WHILLANS CAPITAL PARTNERS LLCCRD 287835 · PLANO, TX$311,888,413.00Regulatory AUM · August 2026
- LATTICEWORK CAPITAL MANAGEMENT LLCCRD 281690 · DALLAS, TX$705,145,946.00Regulatory AUM · August 2026
- LAUTERBACH FINANCIAL ADVISORS, LLCCRD 114431 · EL PASO, TX$700,256,828.00Regulatory AUM · August 2026
- LAVACA CAPITAL, LLCCRD 167238 · HOUSTON, TX$927,071,889.00Regulatory AUM · August 2026
- LBJ FAMILY WEALTH ADVISORS, LTD.CRD 129701 · AUSTIN, TX$388,847,133.00Regulatory AUM · August 2026
- LEDER FIDUCIARY CAPITAL LLCCRD 285490 · BELLAIRE, TX$120,583,877.00Regulatory AUM · August 2026
- LEE FINANCIAL COMPANY, LLCCRD 105910 · DALLAS, TX$1,682,470,670.00Regulatory AUM · August 2026
- LEE JOHNSON CAPITAL MANAGEMENT, LLCCRD 115009 · FORT WORTH, TX$368,216,317.00Regulatory AUM · August 2026
- LEGACY CAPITAL WEALTH MANAGEMENT, LLCCRD 332184 · THE WOODLANDS, TX$273,427,616.00Regulatory AUM · August 2026
- LEGACY CG LLCCRD 108541 · PLANO, TX$378,648,551.00Regulatory AUM · August 2026
- LEGACY CHIEF FINANCIAL OFFICE, LLCCRD 300873 · SHENANDOAH, TX$105,079,723.00Regulatory AUM · August 2026
- LEGACY KNIGHT MFO, LLCCRD 305927 · DALLAS, TX$2,846,356,708.00Regulatory AUM · August 2026
- LEGGETT VENTURES LLCCRD 342997 · HOUSTON, TXNot availableRegulatory AUM · August 2026
- LEHRER KENNETH EUGENE DRCRD 105835 · HOUSTON, TX$286,300,000.00Regulatory AUM · August 2026
- LEMNIS CAPITALCRD 340137 · RICHARDSON, TX$97,886,144.00Regulatory AUM · August 2026
- LEO WEALTH AMERICAS, LLCCRD 338799 · HURST, TX$512,279,544.00Regulatory AUM · August 2026
- LEON CAPITAL MANAGEMENT, LLCCRD 332987 · DALLAS, TX$244,651,938.00Regulatory AUM · August 2026
- LEVEL FOUR ADVISORY SERVICES, LLCCRD 134086 · DALLAS, TX$6,543,203,513.00Regulatory AUM · August 2026
- LEVEL FOUR CAPITAL MANAGEMENTCRD 304792 · DALLAS, TX$1,381,485,153.00Regulatory AUM · August 2026
- LEXINGTON HILL PARTNERS, LLCCRD 301810 · DALLAS, TX$278,437,717.00Regulatory AUM · August 2026
- LGT FINANCIAL ADVISORS LLCCRD 111575 · DALLAS, TX$456,076,011.00Regulatory AUM · August 2026
- LIFESTYLE ASSET MANAGEMENT, INC.CRD 157450 · FRIENDSWOOD, TX$571,164,427.00Regulatory AUM · August 2026
- LIFETIME WEALTH MANAGEMENT P.C.CRD 145492 · ROCKWALL, TX$216,866,430.00Regulatory AUM · August 2026
- LIFEWAY FINANCIAL CORPORATIONCRD 114276 · PLANO, TX$358,676,107.00Regulatory AUM · August 2026
- LINSCOMB WEALTH, INC.CRD 106779 · HOUSTON, TX$5,214,032,831.00Regulatory AUM · August 2026
- LIVE OAK INVESTMENT PARTNERS, LLCCRD 304406 · AUSTIN, TX$266,414,241.00Regulatory AUM · August 2026
- LIVE OAK WEALTH ADVISORY GROUP, LLCCRD 154962 · HOUSTON, TX$155,482,308.00Regulatory AUM · August 2026
- LONE STAR AMERICAS ACQUISITIONS, INC.CRD 160000 · DALLAS, TX$35,725,668,153.00Regulatory AUM · August 2026
- LONE STAR INVESTMENT ADVISORS, LLCCRD 158283 · DALLAS, TX$119,907,066.00Regulatory AUM · August 2026
- LONESTAR REGISTERED INVESTMENT ADVISORS, PLLCCRD 144200 · LUBBOCK, TX$274,018,071.00Regulatory AUM · August 2026
- LONGHORN CAPITAL PARTNERS, L.P.CRD 329221 · FORT WORTH, TX$63,555,047.00Regulatory AUM · August 2026
- LP INVESTMENT MANAGEMENT, LLCCRD 306615 · DALLAS, TX$696,086,360.00Regulatory AUM · August 2026
- LRH CAPITAL ADVISING LLCCRD 342994 · DALLAS, TX$113,899,694.00Regulatory AUM · August 2026
- LSCP ADVISORS, LLCCRD 286018 · AUSTIN, TX$233,083,519.00Regulatory AUM · August 2026
- LUCASHILL, LLCCRD 321069 · DALLAS, TX$575,203,697.00Regulatory AUM · August 2026
- LUCIEN STIRLING & GRAY ADVISORY GROUP INCCRD 112641 · AUSTIN, TX$146,558,414.00Regulatory AUM · August 2026
- LUMINUS MANAGEMENT, LLCCRD 157536 · HOUSTON, TX$442,810,056.00Regulatory AUM · August 2026
- LUMMIS ASSET MANAGEMENT, L.P.CRD 114357 · FORT WORTH, TX$209,957,416.00Regulatory AUM · August 2026
- LUTHER KING CAPITAL MANAGEMENT CORPORATIONCRD 110093 · FORT WORTH, TX$31,502,889,370.00Regulatory AUM · August 2026
- LWEALTH, LLCCRD 152253 · DALLAS, TX$305,538,403.00Regulatory AUM · August 2026
- LWO LLCCRD 282281 · DALLAS, TX$890,782,432.00Regulatory AUM · August 2026
- LYNWOOD PRICE CAPITAL MANAGEMENT LPCRD 323308 · AUSTIN, TX$207,902,283.00Regulatory AUM · August 2026
- M & A CONSULTING GROUP, LLCCRD 286078 · AUSTIN, TX$155,400,000.00Regulatory AUM · August 2026
- M. E. ALLISON & CO., INC.CRD 1047 · SAN ANTONIO, TX$366,385,125.00Regulatory AUM · August 2026
- M.C. BYRD WEALTH MANAGEMENT, LLCCRD 151070 · BELLVILLE, TX$294,174,329.00Regulatory AUM · August 2026
- M2G VENTURES LLCCRD 322399 · FORT WORTH, TX$283,968,782.00Regulatory AUM · August 2026
- MACK & CO. PARTNERS, LPCRD 324218 · DALLAS, TX$548,980,056.00Regulatory AUM · August 2026
- MADDEN SECURITIES CORPORATIONCRD 18389 · DALLAS, TX$826,014,901.00Regulatory AUM · August 2026
- MAGARIAN CAPITAL MANAGEMENT, LLCCRD 341292 · SAN ANTONIO, TX$259,717,173.00Regulatory AUM · August 2026
- MAIN STREET RETIREMENT PLANNING, LLCCRD 313051 · COPPELL, TX$716,585,273.00Regulatory AUM · August 2026
- MAINSAIL MANAGEMENT COMPANY, LLCCRD 157775 · AUSTIN, TX$3,996,173,619.00Regulatory AUM · August 2026
- MANDALAY FINANCIAL, L.L.C.CRD 113848 · BELLAIRE, TX$171,494,579.00Regulatory AUM · August 2026
- MANSKE WEALTH MANAGEMENT, LLCCRD 164401 · HOUSTON, TX$707,317,447.00Regulatory AUM · August 2026
- MAPLE PARK CAPITAL PARTNERS MANAGEMENT, LPCRD 335335 · DALLAS, TX$162,229,053.00Regulatory AUM · August 2026
- MAQRO ADVISORS LLCCRD 289245 · AUSTIN, TX$174,362,687.00Regulatory AUM · August 2026
- MARBLE CAPITAL LPCRD 285940 · HOUSTON, TX$3,346,099,228.00Regulatory AUM · August 2026
- MARGOLIS BRADY RAGHAVAN FINANCIAL, INC.CRD 168333 · HOUSTON, TX$956,390,510.00Regulatory AUM · August 2026
- MAROON PASS ADVISORS LPCRD 323742 · AUSTIN, TX$178,570,458.00Regulatory AUM · August 2026
- MARTIN CAPITAL ADVISORS, LLPCRD 108529 · SAN ANTONIO, TX$181,876,904.00Regulatory AUM · August 2026
- MASTERPIECE CAPITAL, LLCCRD 290075 · AUSTIN, TX$124,918,080.00Regulatory AUM · August 2026
- MATTHEW GOFF INVESTMENT ADVISOR, LLCCRD 114796 · HOUSTON, TX$674,352,587.00Regulatory AUM · August 2026
- MAVERICK CAPITAL LTDCRD 108262 · DALLAS, TX$15,846,499,306.00Regulatory AUM · August 2026
- MCALISTER, SWEET & ASSOCIATES, INC.CRD 290626 · HOUSTON, TX$224,207,084.00Regulatory AUM · August 2026
- MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLCCRD 115120 · DALLAS, TX$663,171,788.00Regulatory AUM · August 2026
- MCGOWAN GROUP ASSET MANAGEMENT, INC.CRD 154127 · DALLAS, TX$1,083,076,071.00Regulatory AUM · August 2026
- MCKINNEY CAPITAL MANAGEMENT LLCCRD 338774 · HOUSTON, TX$246,134,643.00Regulatory AUM · August 2026
- MCP MANAGEMENT, LPCRD 324518 · AUSTIN, TX$2,698,587,008.00Regulatory AUM · August 2026
- MCR FUND MANAGEMENT LLCCRD 315098 · DALLAS, TX$4,582,543,467.00Regulatory AUM · August 2026
- MDT FINANCIAL ADVISORS, LLCCRD 340925 · WEBSTER, TX$294,032,544.00Regulatory AUM · August 2026
- MERCANTILE ADVISORS I, LLCCRD 165094 · WICHITA FALLS, TX$146,003,313.00Regulatory AUM · August 2026
- MEREWETHER INVESTMENT MANAGEMENT, LPCRD 293711 · DALLAS, TX$6,908,781,626.00Regulatory AUM · August 2026
- MERIDIAN WEALTH ADVISORS, LLCCRD 282609 · AUSTIN, TX$1,737,910,247.00Regulatory AUM · August 2026
- MERIDIEM CAPITAL PARTNERS LPCRD 318498 · DALLAS, TX$2,150,412,638.00Regulatory AUM · August 2026
- MERIT ENERGY COMPANY, LLCCRD 109310 · DALLAS, TX$3,695,228,000.00Regulatory AUM · August 2026
- MEROS INVESTMENT MANAGEMENT, LPCRD 305152 · DALLAS, TX$320,966,607.00Regulatory AUM · August 2026
- MIAI, INC.CRD 111695 · DALLAS, TX$213,321,166.00Regulatory AUM · August 2026
- MICHELS FAMILY FINANCIAL, LLCCRD 319311 · FORT WORTH, TX$347,859,437.00Regulatory AUM · August 2026
- MILITIA CAPITAL MANAGEMENT, LLCCRD 335763 · AUSTIN, TX$958,643,639.00Regulatory AUM · August 2026
- MILITIA INVESTMENTS, LLCCRD 331788 · AUSTIN, TX$483,650,000.00Regulatory AUM · August 2026
- MILLER GLOBAL INVESTMENTS, L.L.C.CRD 114683 · DALLAS, TX$199,373,525.00Regulatory AUM · August 2026
- MILLS WEALTH ADVISORS, LLCCRD 159251 · SOUTHLAKE, TX$548,737,909.00Regulatory AUM · August 2026
- MJR FINANCIAL LLCCRD 289923 · AUSTIN, TX$244,657,891.00Regulatory AUM · August 2026
- MODERN FINANCIAL PLANNING, LLCCRD 297193 · GEORGETOWN, TX$116,000,000.00Regulatory AUM · August 2026
- MOMENTUM INDEPENDENT NETWORK INC.CRD 17587 · DALLAS, TX$1,609,472,813.00Regulatory AUM · August 2026
- MONEX ASSET MANAGEMENT, INC.CRD 148123 · HOUSTON, TX$650,868,175.00Regulatory AUM · August 2026
- MONEY MANAGERS, INC.CRD 104529 · SAN ANTONIO, TX$146,610,211.00Regulatory AUM · August 2026
- MONTROSE ESTATE CAPITAL MANAGEMENT, LLCCRD 324497 · HOUSTON, TX$40,011,977.00Regulatory AUM · August 2026
- MOONTOWER ASSET MANAGEMENT LPCRD 328999 · AUSTIN, TX$419,199,841.00Regulatory AUM · August 2026
- MOSAIC ADVISORS LLCCRD 164913 · HOUSTON, TX$580,504,440.00Regulatory AUM · August 2026
- MOSS, LUSE & WOMBLE, LLCCRD 152841 · PLANO, TX$803,162,000.00Regulatory AUM · August 2026