Investment adviser firms in Texas · Page 7
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
- MOUNTAIN CAPITAL MANAGEMENT, LLCCRD 281465 · HOUSTON, TX$1,368,541,949.00Regulatory AUM · August 2026
- MOZAYYX MANAGEMENT LLCCRD 334468 · AUSTIN, TX$192,696,580.00Regulatory AUM · August 2026
- MSC ADVISER I, LLCCRD 169939 · HOUSTON, TX$1,733,528,292.00Regulatory AUM · August 2026
- MTR FINANCIAL SERVICES, LLCCRD 149078 · KINGWOOD, TX$119,929,814.00Regulatory AUM · August 2026
- MUDDY WATERS CAPITAL LLCCRD 281411 · AUSTIN, TX$576,299,911.00Regulatory AUM · August 2026
- MULTICOIN CAPITAL MANAGEMENT, LLCCRD 297302 · AUSTIN, TX$2,687,517,064.00Regulatory AUM · August 2026
- MURRAY INVESTMENT MANAGEMENT, LLCCRD 146921 · HOUSTON, TX$159,141,962.00Regulatory AUM · August 2026
- MY FINANCIAL AURORA LIMITED LIABILITY COMPANYCRD 260786 · AUSTIN, TX$130,000,000.00Regulatory AUM · August 2026
- NB ALTERNATIVES ADVISERS LLCCRD 149822 · DALLAS, TX$160,242,886,816.00Regulatory AUM · August 2026
- NEW CAPITAL MANAGEMENT, LPCRD 131658 · HOUSTON, TX$533,528,671.00Regulatory AUM · August 2026
- NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.CRD 152136 · ALLEN, TX$181,519,366.00Regulatory AUM · August 2026
- NEWPORT GLOBAL ADVISORS L.P.CRD 139368 · THE WOODLANDS, TX$174,820,677.00Regulatory AUM · August 2026
- NEWSTONE CAPITAL PARTNERS, LLCCRD 161068 · DALLAS, TX$544,480,000.00Regulatory AUM · August 2026
- NEXADVISORS, LLCCRD 317477 · DALLAS, TX$26,130,723.00Regulatory AUM · August 2026
- NEXANNUITY ASSET MANAGEMENT, L.P.CRD 309748 · DALLAS, TX$823,364,252.00Regulatory AUM · August 2026
- NEXPOINT ADVISORS, L.P.CRD 163564 · DALLAS, TX$131,222,345.00Regulatory AUM · August 2026
- NEXPOINT ASSET MANAGEMENT, L.P.CRD 149653 · DALLAS, TX$2,764,342,755.00Regulatory AUM · August 2026
- NEXPOINT INSURANCE SOLUTIONS, L.P.CRD 301997 · DALLAS, TX$95,696,757.00Regulatory AUM · August 2026
- NEXPOINT REAL ESTATE ADVISORS VII, L.P.CRD 305956 · DALLAS, TX$1,930,816,000.00Regulatory AUM · August 2026
- NEXPOINT REAL ESTATE ADVISORS X, L.P.CRD 317203 · DALLAS, TX$1,098,187,000.00Regulatory AUM · August 2026
- NEXTBIO CAPITAL MANAGEMENT LPCRD 332920 · AUSTIN, TX$305,214,283.00Regulatory AUM · August 2026
- NEXUS ONE FINANCIAL ADVISORS LLCCRD 336809 · PLANO, TX$552,000,000.00Regulatory AUM · August 2026
- NFJ INVESTMENT GROUP, LLCCRD 310902 · DALLAS, TX$2,976,388,448.00Regulatory AUM · August 2026
- NGP ENERGY CAPITAL MANAGEMENT, LLCCRD 160729 · DALLAS, TX$10,875,282,644.00Regulatory AUM · August 2026
- NIXON CAPITAL LLCCRD 148061 · AUSTIN, TX$389,876,887.00Regulatory AUM · August 2026
- NO FATE BWWM, LLCCRD 317406 · PLANO, TX$311,863,610.00Regulatory AUM · August 2026
- NOKOMIS CAPITAL, L.L.C.CRD 145627 · DALLAS, TX$804,159,000.00Regulatory AUM · August 2026
- NOLET WEALTH MANAGEMENT, LLCCRD 329186 · FORT WORTH, TX$272,586,305.00Regulatory AUM · August 2026
- NORCAP INVESTMENT MANAGEMENT, L.P.CRD 132975 · AUSTIN, TX$350,562,550.00Regulatory AUM · August 2026
- NORTH HUDSON RESOURCE PARTNERS LPCRD 297155 · HOUSTON, TX$2,577,342,371.00Regulatory AUM · August 2026
- NORTHILL AIMS, LLCCRD 339338 · RICHARDSON, TX$249,477,467.00Regulatory AUM · August 2026
- NUCLO WEALTH LLCCRD 317730 · HOUSTON, TX$293,720,804.00Regulatory AUM · August 2026
- OAK HARVEST INVESTMENT SERVICES, LLCCRD 173293 · HOUSTON, TX$1,136,761,287.00Regulatory AUM · August 2026
- OAKSTREET WEALTH MANAGEMENT, INC.CRD 288723 · MAGNOLIA, TX$482,000,000.00Regulatory AUM · August 2026
- OAKWELL PRIVATE WEALTH MANAGEMENT, LLCCRD 162096 · AUSTIN, TX$668,051,568.00Regulatory AUM · August 2026
- OASIS CAPITAL PARTNERS (TEXAS) INC.CRD 171703 · AUSTIN, TX$12,395,878,460.00Regulatory AUM · August 2026
- OEW INVESTMENT ADVISORS LPCRD 338375 · AUSTIN, TXNot availableRegulatory AUM · August 2026
- OGAM, LPCRD 287919 · HOUSTON, TX$8,687,114,705.00Regulatory AUM · August 2026
- OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLCCRD 323024 · HOUSTON, TX$831,381,391.00Regulatory AUM · August 2026
- OLD HICKORY PARTNERS MANAGEMENT, LPCRD 316961 · AUSTIN, TX$366,339,504.00Regulatory AUM · August 2026
- ONE WAY HOLDINGS LLCCRD 315934 · FLOWER MOUND, TX$1,808,894,448.00Regulatory AUM · August 2026
- OPENAIR FINANCIAL, LLCCRD 300362 · SOUTHLAKE, TX$318,000,000.00Regulatory AUM · August 2026
- OPTAS, LLCCRD 299965 · DRIPPING SPRINGS, TX$881,910,703.00Regulatory AUM · August 2026
- OPTIMA ASSET MANAGEMENT INCCRD 106095 · DALLAS, TX$657,409,445.00Regulatory AUM · August 2026
- OPTIMUM QUANTVEST CORPORATIONCRD 301469 · DALLAS, TX$695,131,211.00Regulatory AUM · August 2026
- OPTIMUS CAPITAL ADVISORS, LLCCRD 147500 · COPPELL, TX$264,138,598.00Regulatory AUM · August 2026
- ORCHID ADVISORY, LLCCRD 327750 · DALLAS, TX$295,658,752.00Regulatory AUM · August 2026
- OREI ADVISORS LPCRD 284241 · AUSTIN, TX$2,181,051,006.00Regulatory AUM · August 2026
- ORMONDE INVESTMENT MANAGEMENT, LLCCRD 313328 · DALLAS, TX$105,344,195.00Regulatory AUM · August 2026
- ORSER CAPITAL MANAGEMENT LLCCRD 144847 · SOUTHLAKE, TX$289,781,292.00Regulatory AUM · August 2026
- OUTFITTER ENERGY MANAGEMENT, LLCCRD 286213 · HOUSTON, TX$239,632,394.00Regulatory AUM · August 2026
- OUTLOOK WEALTH ADVISORS, LLCCRD 291465 · THE WOODLANDS, TX$593,701,413.00Regulatory AUM · August 2026
- OUTRUNNER CAPITAL, LLCCRD 331377 · AUSTIN, TX$498,467,796.00Regulatory AUM · August 2026
- OWNER RESOURCE GROUP, LLCCRD 164028 · AUSTIN, TX$511,101,948.00Regulatory AUM · August 2026
- OXBOW ADVISORS, LLCCRD 156393 · AUSTIN, TX$2,464,526,181.00Regulatory AUM · August 2026
- PACELINE EQUITY PARTNERS, LLCCRD 307683 · DALLAS, TX$2,427,278,204.00Regulatory AUM · August 2026
- PACIFIC STRATEGIC MANAGEMENT, LPCRD 127990 · HOUSTON, TX$426,462,160.00Regulatory AUM · August 2026
- PALOGIC VALUE MANAGEMENT, L.P.CRD 155133 · DALLAS, TX$405,523,598.00Regulatory AUM · August 2026
- PAN CAPITAL MANAGEMENT LPCRD 336371 · HOUSTON, TX$3,078,886,949.00Regulatory AUM · August 2026
- PANTELES ADVISORS, LLCCRD 322676 · ARGYLE, TX$108,183,493.00Regulatory AUM · August 2026
- PARADIGM ADVISORS, L.L.C.CRD 114515 · DALLAS, TX$136,135,723.00Regulatory AUM · August 2026
- PARADIGM GLOBAL INVESTORS, LLCCRD 338287 · DALLAS, TX$3,031,178,794.00Regulatory AUM · August 2026
- PARAGON ADVISORS, L.L.C.CRD 143721 · COLLEGE STATION, TX$1,045,227,498.00Regulatory AUM · August 2026
- PARATUS FINANCIAL, INC.CRD 133361 · DALLAS, TX$757,448,495.00Regulatory AUM · August 2026
- PARKER FINANCIAL ADVISORS LLCCRD 305188 · HOUSTON, TX$217,619,860.00Regulatory AUM · August 2026
- PARKSTONE WEALTH MANAGEMENT, LLCCRD 168253 · ARLINGTON, TX$210,611,988.00Regulatory AUM · August 2026
- PARKWAY ADVISORS, L.P.CRD 112629 · ABILENE, TX$4,128,773,526.00Regulatory AUM · August 2026
- PARKWAY WEALTH MANAGEMENT GROUP, LLCCRD 333971 · PLANO, TX$1,221,589,261.00Regulatory AUM · August 2026
- PATHWAY WEALTH MANAGEMENT, LLCCRD 283774 · DALLAS, TX$116,022,199.00Regulatory AUM · August 2026
- PATRON PARTNERS, LLCCRD 310629 · HOUSTON, TX$325,702,333.00Regulatory AUM · August 2026
- PAX FINANCIAL GROUP, LLCCRD 284164 · SAN ANTONIO, TX$747,082,147.00Regulatory AUM · August 2026
- PCIM REALTY ADVISORS, LLCCRD 313281 · ADDISON, TX$1,224,267,519.00Regulatory AUM · August 2026
- PEAK AMERICAN INVESTMENT ADVISORS, INC.CRD 145056 · PLANO, TX$148,987,179.00Regulatory AUM · August 2026
- PEAK ROCK CAPITAL LLCCRD 165138 · AUSTIN, TX$7,275,042,023.00Regulatory AUM · August 2026
- PECUSAVVY FINANCIAL, LLCCRD 339768 · EL PASO, TX$9,127,832.00Regulatory AUM · July 2026
- PEIRCE CAPITAL MANAGEMENT, LLCCRD 142654 · THE WOODLANDS, TX$534,142,874.00Regulatory AUM · August 2026
- PENDER CAPITAL MANAGEMENT, LLCCRD 281448 · DALLAS, TX$661,353,829.00Regulatory AUM · August 2026
- PENN DAVIS MCFARLAND INCCRD 110417 · DALLAS, TX$1,364,461,821.00Regulatory AUM · August 2026
- PENNEY FINANCIAL, LLCCRD 282084 · HOUSTON, TX$303,508,319.00Regulatory AUM · August 2026
- PENNYBACKER CAPITAL MANAGEMENT, LLCCRD 160056 · AUSTIN, TX$4,861,965,170.00Regulatory AUM · August 2026
- PER STIRLING CAPITAL MANAGEMENT, LLCCRD 151671 · AUSTIN, TX$1,566,020,358.00Regulatory AUM · August 2026
- PEREA CAPITAL, LLCCRD 171657 · HOUSTON, TX$164,185,986.00Regulatory AUM · August 2026
- PERMIAN INVESTMENT PARTNERS, LPCRD 156893 · DALLAS, TX$2,433,551,619.00Regulatory AUM · August 2026
- PERRYMAN FINANCIAL ADVISORY, INC.CRD 107653 · DALLAS, TX$1,024,110,000.00Regulatory AUM · August 2026
- PERSONAL MONEY PLANNING, LLCCRD 112178 · WICHITA FALLS, TX$126,734,464.00Regulatory AUM · August 2026
- PETROCAP, LLCCRD 169688 · DALLAS, TX$949,062,177.00Regulatory AUM · August 2026
- PHOENIX CAPITAL REALTY ADVISORS, LLCCRD 161129 · ADDISON, TX$155,769,839.00Regulatory AUM · August 2026
- PICKERING ENERGY PARTNERS LPCRD 302116 · HOUSTON, TX$1,659,466,002.00Regulatory AUM · August 2026
- PIN OAK INVESTMENT ADVISORS INCCRD 105550 · HOUSTON, TX$784,773,250.00Regulatory AUM · August 2026
- PINE VALLEY CAPITAL PARTNERS LLCCRD 330556 · AUSTIN, TX$869,593,252.00Regulatory AUM · August 2026
- PINGORA PARTNERS LLCCRD 148262 · DALLAS, TX$199,381,449.00Regulatory AUM · August 2026
- PIONEER WEALTH MANAGEMENT GROUP, INCCRD 133429 · AUSTIN, TX$399,224,017.00Regulatory AUM · August 2026
- PIVOT POINT ADVISORS, LLCCRD 130562 · BELLAIRE, TX$141,671,752.00Regulatory AUM · August 2026
- PLAGENS & TAYLOR WEALTH MANAGEMENT, LLCCRD 335178 · SAN ANGELO, TX$318,309,236.00Regulatory AUM · August 2026
- PLANGUIDE FINANCIAL LLCCRD 329089 · SOUTHLAKE, TX$277,250,000.00Regulatory AUM · August 2026
- PLANNING WORKS ADVISORY, INC.CRD 317834 · AUSTIN, TX$199,834,857.00Regulatory AUM · August 2026
- PLATFORM PARTNERS LLCCRD 286532 · HOUSTON, TX$824,834,000.00Regulatory AUM · August 2026
- PMG FAMILY OFFICE, LLCCRD 312154 · PLANO, TX$144,001,478.00Regulatory AUM · August 2026
- PMV CAPITAL ADVISERS, LLCCRD 308010 · DALLAS, TX$132,035,455.00Regulatory AUM · August 2026
- POINT BRIDGE CAPITAL, LLCCRD 168071 · FORT WORTH, TX$419,689,382.00Regulatory AUM · August 2026