EXPLORE THE DIRECTORY

Investment adviser firms in Texas · Page 8

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

PORTFOLIO ADVISORY COUNCIL, L.L.C.CRD 107465 · HOUSTON, TX
$494,940,434.00Regulatory AUM · August 2026
PORTFOLIO MANAGEMENT, LLCCRD 107129 · AUSTIN, TX
$151,931,481.00Regulatory AUM · August 2026
POSITION WEALTH LLCCRD 325116 · THE WOODLANDS, TX
$242,108,683.00Regulatory AUM · August 2026
PRECEDENT WEALTH PARTNERS, LLCCRD 325203 · HOUSTON, TX
$685,046,783.00Regulatory AUM · August 2026
PRECEPT MANAGEMENT, LLCCRD 114671 · DALLAS, TX
$5,410,000.00Regulatory AUM · August 2026
PRECISION FIDUCIARY PARTNERS, LLCCRD 149694 · AUSTIN, TX
$24,079,375,901.00Regulatory AUM · August 2026
PRESCOTT ADVISORS, LLCCRD 283784 · DALLAS, TX
$217,773,225.00Regulatory AUM · August 2026
PRESIDIO INVESTORS LLCCRD 160841 · AUSTIN, TX
$1,094,238,118.00Regulatory AUM · August 2026
PRESTIGE WEALTH MANAGEMENT, INC.CRD 336264 · SOUTHLAKE, TX
$148,381,816.00Regulatory AUM · August 2026
PRINCIPIA WEALTH ADVISORY, LLCCRD 152678 · DALLAS, TX
$225,000,000.00Regulatory AUM · August 2026
PROBITY ADVISORS, INC.CRD 121849 · DALLAS, TX
$859,437,305.00Regulatory AUM · August 2026
PROEM ADVISORS LLCCRD 300404 · DALLAS, TX
$474,129,404.00Regulatory AUM · August 2026
PROMUS ASSET MANAGEMENT, LLCCRD 157484 · DALLAS, TX
$384,624,254.00Regulatory AUM · August 2026
PROPHET CAPITAL ASSET MANAGEMENT LPCRD 150683 · AUSTIN, TX
$4,199,958,869.00Regulatory AUM · August 2026
PROPHET EQUITY MANAGEMENT II LLCCRD 170614 · SOUTHLAKE, TX
$171,407,407.00Regulatory AUM · August 2026
PROPHET EQUITY MANAGEMENT LLCCRD 163214 · SOUTHLAKE, TX
Not availableRegulatory AUM · August 2026
PROSIGHT MANAGEMENT, LPCRD 148791 · DALLAS, TX
$1,035,350,000.00Regulatory AUM · August 2026
PROSPERA FINANCIAL SERVICES, INC.CRD 10740 · DALLAS, TX
$12,435,115,072.00Regulatory AUM · August 2026
PROTA FINANCIAL, LLCCRD 283776 · HOUSTON, TX
$270,372,201.00Regulatory AUM · August 2026
PROVIDENT FINANCIAL PLANNING, LLCCRD 291830 · ADDISON, TX
$174,175,082.00Regulatory AUM · August 2026
PUBLIC SAFETY FINANCIAL GROUP, LLCCRD 342737 · HOUSTON, TX
Not availableRegulatory AUM · August 2026
PUREWATER CAPITAL, LLCCRD 166154 · FORT WORTH, TX
$149,496,644.00Regulatory AUM · August 2026
PUTTERMAN, DEAN ELIOTCRD 111779 · HOUSTON, TX
$324,484,824.00Regulatory AUM · August 2026
QEP ADVISERS, LLCCRD 174733 · HOUSTON, TX
$28,772,157,615.00Regulatory AUM · August 2026
QMP MANAGEMENT, LLCCRD 285478 · DALLAS, TX
$174,335,222.00Regulatory AUM · August 2026
QUADCAP WEALTH MANAGEMENT, LLCCRD 151490 · FRISCO, TX
$1,340,491,684.00Regulatory AUM · August 2026
QUANTOR CAPITAL LLCCRD 332629 · HOUSTON, TX
$176,422,478.00Regulatory AUM · August 2026
QUANTUM ADVISERS, LLCCRD 160267 · HOUSTON, TX
$490,634,138.00Regulatory AUM · August 2026
QUATTRO FINANCIAL ADVISORS LLCCRD 284852 · MONTGOMERY, TX
$1,655,215,292.00Regulatory AUM · August 2026
QUEEN B ADVISORS, LLCCRD 306413 · SAN ANTONIO, TX
$117,865,342.00Regulatory AUM · August 2026
QUOTIENT WEALTH ASSET MANAGEMENT, LLCCRD 336552 · DALLAS, TX
Not availableRegulatory AUM · August 2026
QUOTIENT WEALTH PARTNERS, LLCCRD 326819 · DALLAS, TX
$4,611,708,648.00Regulatory AUM · August 2026
QVIDTVM MANAGEMENT LLCCRD 309456 · THE WOODLANDS, TX
$555,798,615.00Regulatory AUM · August 2026
RANGER ALTERNATIVE MANAGEMENT, L.P.CRD 145543 · DALLAS, TX
$54,470,413.00Regulatory AUM · August 2026
RANGER INVESTMENT MANAGEMENT,L.P.CRD 124414 · DALLAS, TX
$1,483,846,197.00Regulatory AUM · August 2026
RCP ADVISORS 2, LLCCRD 289963 · DALLAS, TX
$18,206,802,931.00Regulatory AUM · August 2026
REAP FINANCIAL GROUP, LLCCRD 144560 · AUSTIN, TX
$648,236,003.00Regulatory AUM · August 2026
REB CAPITAL MANAGEMENT, LLCCRD 301890 · DALLAS, TX
$224,460,616.00Regulatory AUM · August 2026
RECURRENT INVESTMENT ADVISORS LLCCRD 288694 · HOUSTON, TX
$1,381,535,163.00Regulatory AUM · August 2026
RECURRING CAPITAL MANAGEMENT COMPANY, LLCCRD 285114 · AUSTIN, TX
$250,439,072.00Regulatory AUM · August 2026
REDBUD ADVISORS LLCCRD 300477 · AUSTIN, TX
$367,790,401.00Regulatory AUM · August 2026
REDEMPTION CAPITAL PARTNERS, LLCCRD 310824 · MIDLAND, TX
$237,337,964.00Regulatory AUM · August 2026
REDSWAN PC, INCCRD 307278 · HOUSTON, TX
$165,260,000.00Regulatory AUM · August 2026
REDWOOD FAMILY WEALTH LLCCRD 334013 · ADDISON, TX
$258,543,539.00Regulatory AUM · August 2026
REGAN CAPITAL, LLCCRD 158294 · DALLAS, TX
$3,589,059,858.00Regulatory AUM · August 2026
RENCH WEALTH MANAGEMENT, INC.CRD 159983 · DENTON, TX
$495,858,047.00Regulatory AUM · August 2026
RENOVO CAPITAL, LLCCRD 164144 · DALLAS, TX
$1,008,113,589.00Regulatory AUM · August 2026
REQUISITE CAPITAL MANAGEMENT LLCCRD 283107 · DALLAS, TX
$2,426,032,420.00Regulatory AUM · August 2026
RESILIENT CAPITAL MANAGEMENT, LLCCRD 318997 · DALLAS, TX
$326,129,985.00Regulatory AUM · August 2026
RETIREMENT ADVISORS, LLCCRD 147701 · DALLAS, TX
$186,410,830.00Regulatory AUM · August 2026
RETIREMENT FINANCIAL GROUP, LLCCRD 322692 · BEAUMONT, TX
$185,903,066.00Regulatory AUM · August 2026
REVERE ASSET MANAGEMENT, INC.CRD 152881 · ALLEN, TX
$407,915,528.00Regulatory AUM · August 2026
REVERE CAPITAL MANAGEMENT LPCRD 306662 · DALLAS, TX
$138,693,800.00Regulatory AUM · August 2026
REVIVAL HEALTHCARE CAPITAL LLCCRD 315069 · AUSTIN, TX
$964,304,660.00Regulatory AUM · August 2026
REWBIX AI INVESTMENTS LLCCRD 326608 · AUSTIN, TX
$20,000.00Regulatory AUM · August 2026
RFG HOLDINGS INC.CRD 173862 · ARGYLE, TX
$476,667,101.00Regulatory AUM · August 2026
RHAME & GORRELL WEALTH MANAGEMENT, LLCCRD 283027 · THE WOODLANDS, TX
$1,323,145,303.00Regulatory AUM · August 2026
RHODES INVESTMENT ADVISORS, INC.CRD 114245 · FORT WORTH, TX
$376,312,618.00Regulatory AUM · August 2026
RIA GLOBAL RESEARCH, LLCCRD 332608 · HOUSTON, TX
$928,433.00Regulatory AUM · August 2026
RIA WEALTH ADVISORS, LLCCRD 312072 · ROUND ROCK, TX
$126,497,000.00Regulatory AUM · August 2026
RIATA CAPITAL GROUP, LLCCRD 289948 · DALLAS, TX
$901,092,500.00Regulatory AUM · August 2026
RICHARD P. SLAUGHTER ASSOCIATES, INC.CRD 109080 · AUSTIN, TX
$905,151,221.00Regulatory AUM · August 2026
RIDGEPOST CAPITAL ADVISORS, LLCCRD 314664 · DALLAS, TX
$288,401,067.00Regulatory AUM · August 2026
RIDGEWOOD ENERGY CORPORATIONCRD 142136 · HOUSTON, TX
$3,281,156,957.00Regulatory AUM · August 2026
RIVER CANYON FUND MANAGEMENT LLCCRD 169465 · DALLAS, TX
$2,075,272,000.00Regulatory AUM · August 2026
RIVERCHASE WEALTH MANAGEMENT, LLCCRD 156950 · FLOWER MOUND, TX
$251,469,812.00Regulatory AUM · August 2026
RIVERCREST CAPITAL MANAGEMENT LLCCRD 284911 · FORT WORTH, TX
$285,739,645.00Regulatory AUM · August 2026
RIVERROCK ASSET MANAGEMENT LLCCRD 147691 · HOUSTON, TX
Not availableRegulatory AUM · August 2026
RMW ADVISORS, LLCCRD 159293 · HOUSTON, TX
$390,930,642.00Regulatory AUM · August 2026
ROBERT HARRELL INCORPORATEDCRD 106191 · AUSTIN, TX
$885,296,771.00Regulatory AUM · August 2026
ROBERTSON INVESTMENT MANAGEMENTCRD 115425 · HOUSTON, TX
$534,120,550.00Regulatory AUM · August 2026
ROBERTSON OPPORTUNITY CAPITAL, LLCCRD 118484 · DALLAS, TX
$358,680,296.00Regulatory AUM · August 2026
ROBINSON VALUE MANAGEMENT, LTD.CRD 110156 · SAN ANTONIO, TX
$202,292,946.00Regulatory AUM · August 2026
ROCK HILL CAPITAL GROUP, LLCCRD 163129 · HOUSTON, TX
$238,768,632.00Regulatory AUM · August 2026
ROCKLAND CAPITAL, LPCRD 156791 · THE WOODLANDS, TX
$4,392,629,238.00Regulatory AUM · August 2026
ROCKWALL WEALTH MANAGEMENT INCCRD 339856 · ROCKWALL, TX
$305,459,947.00Regulatory AUM · August 2026
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.CRD 127140 · SUGAR LAND, TX
$23,529,420.00Regulatory AUM · August 2026
ROG IX, LLCCRD 304142 · HOUSTON, TX
$400,979,767.00Regulatory AUM · August 2026
ROG VI L.L.C.CRD 285639 · HOUSTON, TX
$561,274,529.00Regulatory AUM · August 2026
ROGERS WEALTH GROUP, INC.CRD 107409 · FORT WORTH, TX
$1,038,059,532.00Regulatory AUM · August 2026
ROOSEVELT CAPITAL MANAGEMENT LLCCRD 283217 · DALLAS, TX
$1,366,575,505.00Regulatory AUM · August 2026
ROOT FINANCIAL PARTNERS, LLCCRD 290289 · AUSTIN, TX
$2,147,774,389.00Regulatory AUM · August 2026
ROSEROCK WEALTH MANAGEMENT, LLCCRD 288088 · DALLAS, TX
$275,000,000.00Regulatory AUM · August 2026
ROTH FINANCIAL PARTNERS LLCCRD 309814 · KINGWOOD, TX
$460,120,257.00Regulatory AUM · August 2026
ROYAL HARBOR PARTNERS, LLCCRD 304735 · HOUSTON, TX
$344,799,694.00Regulatory AUM · August 2026
RPOA ADVISORS, INC.CRD 157222 · PLANO, TX
$3,588,670,117.00Regulatory AUM · August 2026
RPS RETIREMENT PLAN ADVISORSCRD 319220 · AUSTIN, TX
$336,297,196.00Regulatory AUM · August 2026
RR ADVISORS, LLCCRD 130609 · DALLAS, TX
$496,770,809.00Regulatory AUM · August 2026
RTW FINANCIAL ADVISORS INCCRD 109934 · DALLAS, TX
$581,023,969.00Regulatory AUM · August 2026
RWM CAPITAL, LLCCRD 310635 · SUGAR LAND, TX
$222,369,012.00Regulatory AUM · August 2026
RWR INVESTMENTS LLCCRD 157966 · DALLAS, TX
$170,892,730.00Regulatory AUM · August 2026
RYDAR EQUITIES, INC.CRD 154086 · WEATHERFORD, TX
$197,400,000.00Regulatory AUM · August 2026
S & D FINANCIAL, L.L.C.CRD 332415 · SAN ANTONIO, TX
$134,178,280.00Regulatory AUM · August 2026
S & S WEALTH MANAGEMENT, L.P.CRD 130652 · GRAND PRAIRIE, TX
$153,785,097.00Regulatory AUM · August 2026
S HARRIS FINANCIAL GROUP, LLCCRD 151899 · SAN ANTONIO, TX
$404,390,370.00Regulatory AUM · August 2026
S.B. VALUE PARTNERS, L.P.CRD 139162 · SAN ANTONIO, TX
$3,890,370,297.00Regulatory AUM · August 2026
S2 FUND MANAGER, LLCCRD 323759 · DALLAS, TX
$474,775,840.00Regulatory AUM · August 2026
SADDOCK WEALTH, LLCCRD 161568 · DALLAS, TX
$94,325,000.00Regulatory AUM · August 2026
SAGE ADVISORY SERVICES LTD COCRD 106236 · AUSTIN, TX
$28,427,771,682.00Regulatory AUM · August 2026
SAGE WEALTH PLANNING, LLCCRD 300747 · GEORGETOWN, TX
$127,014,612.00Regulatory AUM · August 2026