EXPLORE THE DIRECTORY

Investment adviser firms in Texas · Page 9

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

SAGEFIELD INVESTMENT GROUP LPCRD 312019 · DALLAS, TX
$2,173,361,795.00Regulatory AUM · August 2026
SALI FUND MANAGEMENT, LLCCRD 124235 · AUSTIN, TX
$41,716,443,368.00Regulatory AUM · August 2026
SALIENT ADVISORS, L.P.CRD 122833 · DALLAS, TX
$61,816,768.00Regulatory AUM · August 2026
SALLYPORT PARTNERS INVESTMENT MANAGER, LLCCRD 327533 · HOUSTON, TX
$156,650,500.00Regulatory AUM · August 2026
SANDERS MORRIS LLCCRD 20580 · HOUSTON, TX
$576,142,421.00Regulatory AUM · August 2026
SANJAC ALPHA LPCRD 329302 · HOUSTON, TX
$5,296,141.00Regulatory AUM · August 2026
SAPPHIRE VENTURES, LPCRD 161558 · AUSTIN, TX
$10,442,887,960.00Regulatory AUM · August 2026
SARMAYA PARTNERS, LLCCRD 330100 · SAN ANTONIO, TX
$32,988,380.00Regulatory AUM · August 2026
SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLCCRD 106933 · HOUSTON, TX
$2,411,440,302.00Regulatory AUM · August 2026
SAROFIM REALTY ADVISORS LLCCRD 106931 · HOUSTON, TX
$1,160,162,820.00Regulatory AUM · August 2026
SAROFIM TRUST CO., LTACRD 106590 · HOUSTON, TX
$12,959,991,253.00Regulatory AUM · August 2026
SATHER FINANCIAL GROUP, INC.CRD 109344 · VICTORIA, TX
$2,267,064,012.00Regulatory AUM · August 2026
SATORI CAPITAL, LLCCRD 161829 · DALLAS, TX
$1,614,358,611.00Regulatory AUM · August 2026
SATURN V CAPITAL MANAGEMENT LPCRD 316649 · AUSTIN, TX
$793,205,303.00Regulatory AUM · August 2026
SAVE ADVISERS LLCCRD 306053 · HOUSTON, TX
$3,500,000.00Regulatory AUM · August 2026
SAXON INTERESTS, INC.CRD 311687 · HOUSTON, TX
$679,123,679.00Regulatory AUM · August 2026
SCALAR GAUGE MANAGEMENT, LLCCRD 287991 · DALLAS, TX
$199,375,848.00Regulatory AUM · August 2026
SCALEWORKS CAPITAL, LLCCRD 306560 · SAN ANTONIO, TX
$198,444,519.00Regulatory AUM · August 2026
SCF PARTNERS, INC.CRD 107599 · HOUSTON, TX
$2,378,294,414.00Regulatory AUM · August 2026
SCHERER FINANCIAL ADVISORY SERVICES, LLCCRD 317435 · DALLAS, TX
$158,346,728.00Regulatory AUM · August 2026
SCHLEGEL DUNN LLCCRD 337990 · PLANO, TX
$279,073,436.00Regulatory AUM · August 2026
SCHLINDWEIN ASSOCIATES LLCCRD 109132 · DALLAS, TX
$167,078,198.00Regulatory AUM · August 2026
SCHULZ WEALTH, LTD.CRD 172194 · MANSFIELD, TX
$438,057,650.00Regulatory AUM · August 2026
SCOTT & SELBER, INC. CAPITAL MANAGEMENTCRD 105523 · HOUSTON, TX
$637,892,240.00Regulatory AUM · August 2026
SCOUT ENERGY MANAGEMENT LLCCRD 161832 · DALLAS, TX
$1,863,479,498.00Regulatory AUM · August 2026
SEGMENT WEALTH MANAGEMENT, LLCCRD 164877 · HOUSTON, TX
$2,069,231,258.00Regulatory AUM · August 2026
SENDERO WEALTH MANAGEMENT, LLCCRD 145594 · SAN ANTONIO, TX
$6,508,711,754.00Regulatory AUM · August 2026
SENTRY MANAGEMENT INCCRD 107379 · WICHITA FALLS, TX
$5,440,124,412.00Regulatory AUM · August 2026
SEQUEL HOLDINGS, L.P.CRD 170237 · DALLAS, TX
$563,006,702.00Regulatory AUM · August 2026
SEQUENT ASSET MANAGEMENT, LLCCRD 148194 · HOUSTON, TX
$1,055,825,621.00Regulatory AUM · August 2026
SERVE CAPITAL PARTNERS, LLCCRD 284027 · AUSTIN, TX
$2,501,300,000.00Regulatory AUM · August 2026
SFMG, LLC.CRD 107548 · PLANO, TX
$2,956,970,054.00Regulatory AUM · August 2026
SHADOWRIDGE ASSET MANAGEMENT, LLCCRD 162066 · AUSTIN, TX
$126,695,977.00Regulatory AUM · August 2026
SHELTER WEALTH STRATEGIES, LLCCRD 170655 · HOUSTON, TX
$144,141,193.00Regulatory AUM · August 2026
SHELTON WEALTH MANAGEMENT, LLCCRD 312686 · FORT WORTH, TX
$364,466,175.00Regulatory AUM · August 2026
SHERIDAN PRODUCTION PARTNERS MANAGER III, LLCCRD 310572 · HOUSTON, TX
$650,000,000.00Regulatory AUM · August 2026
SHOREBIRD CAPITAL, LPCRD 285437 · SAN ANTONIO, TX
Not availableRegulatory AUM · August 2026
SHOTEN CAPITAL LPCRD 339620 · AUSTIN, TX
$622,440,516.00Regulatory AUM · August 2026
SIGNAL SECURITIES, INC.CRD 15916 · FORT WORTH, TX
$679,084,856.00Regulatory AUM · August 2026
SILVER HILL ENERGY PARTNERS, LPCRD 307537 · DALLAS, TX
$2,487,108,866.00Regulatory AUM · August 2026
SILVER LAKE CAPITAL PARTNERS LLCCRD 329997 · DALLAS, TX
$211,500,000.00Regulatory AUM · August 2026
SIXTH STREET ADVISERS, LLCCRD 159014 · DALLAS, TX
$101,610,951,199.00Regulatory AUM · August 2026
SIXTH STREET LENDING PARTNERS ADVISERS, LLCCRD 320821 · DALLAS, TX
$8,691,301,138.00Regulatory AUM · August 2026
SIXTH STREET SPECIALTY LENDING ADVISERS, LLCCRD 155006 · DALLAS, TX
$3,421,655,019.00Regulatory AUM · August 2026
SK ADVISOR NETWORK, LLCCRD 317533 · PLANO, TX
$271,544,841.00Regulatory AUM · August 2026
SKY ISLAND CAPITAL LPCRD 305087 · DALLAS, TX
$533,489,012.00Regulatory AUM · August 2026
SKYBOUND WEALTH MANAGEMENT USA, LLCCRD 313358 · HOUSTON, TX
$166,454,921.00Regulatory AUM · August 2026
SKYLAR CAPITAL MANAGEMENT LPCRD 341413 · HOUSTON, TX
Not availableRegulatory AUM · August 2026
SKYLARK PRIVATE EQUITY PARTNERS, LPCRD 315174 · DALLAS, TX
$211,415,505.00Regulatory AUM · August 2026
SLOTNIK CAPITAL, LLCCRD 324251 · DALLAS, TX
$415,838,295.00Regulatory AUM · August 2026
SLW INVESTMENT MANAGEMENT, LLCCRD 332006 · DALLAS, TX
$464,203,737.00Regulatory AUM · August 2026
SMART MONEY GROUP, LLCCRD 284187 · EASTLAND, TX
$424,299,735.00Regulatory AUM · August 2026
SMH CAPITAL ADVISORS LLCCRD 108344 · FORT WORTH, TX
$503,081,102.00Regulatory AUM · August 2026
SMITH ASSET MANAGEMENT GROUP LPCRD 106301 · DALLAS, TX
$182,157,722.00Regulatory AUM · July 2026
SMITH GROUP ASSET MANAGEMENT, LLCCRD 313265 · DALLAS, TX
$1,410,264,267.00Regulatory AUM · August 2026
SNOWCAP CAPITAL MANAGEMENT, LLCCRD 146883 · DALLAS, TX
$238,889,532.00Regulatory AUM · August 2026
SOCORRO ASSET MANAGEMENT, L.P.CRD 304401 · DALLAS, TX
$497,869,186.00Regulatory AUM · August 2026
SOFTVEST ADVISORS, LLCCRD 300084 · ABILENE, TX
$788,226,856.00Regulatory AUM · August 2026
SOLE SOURCE CAPITAL LLCCRD 290032 · DALLAS, TX
$1,982,340,341.00Regulatory AUM · August 2026
SOLUTIONS 4 WEALTH, LTDCRD 143248 · SOUTHLAKE, TX
$189,447,995.00Regulatory AUM · August 2026
SONNET, LLCCRD 282882 · SPRING, TX
$148,431,321.00Regulatory AUM · August 2026
SOUNDWATCH CAPITAL, LLCCRD 173151 · DALLAS, TX
$1,020,965,076.00Regulatory AUM · August 2026
SOUTH TEXAS CAPITAL ADVISORS, LLCCRD 283773 · NEW BRAUNFELS, TX
$167,230,485.00Regulatory AUM · August 2026
SOUTHPAW CP MANAGER LPCRD 339218 · DALLAS, TX
Not availableRegulatory AUM · August 2026
SOUTHWESTERN MONEY MANAGEMENT LLCCRD 304033 · SAN ANTONIO, TX
$48,349,956.00Regulatory AUM · August 2026
SOVEREIGN WEALTH ADVISORS LLCCRD 188524 · HOUSTON, TX
$625,113,905.00Regulatory AUM · August 2026
SPECTRUM ADVISORS, INC.CRD 114805 · PLANO, TX
$160,000,000.00Regulatory AUM · August 2026
SPICEWOOD MINERAL MANAGEMENT, LLCCRD 310323 · DALLAS, TX
$644,748,402.00Regulatory AUM · August 2026
SPRING CAPITAL MANAGEMENT, LLCCRD 282842 · AMARILLO, TX
$223,042,193.00Regulatory AUM · August 2026
SPRINGVEST WEALTH MANAGEMENT, LLCCRD 329297 · DALLAS, TX
$236,555,572.00Regulatory AUM · August 2026
SRP CAPITAL ADVISORS LLCCRD 289466 · DALLAS, TX
$246,500,134.00Regulatory AUM · August 2026
SSB&T WEALTH MANAGEMENT, LLCCRD 328102 · FREDERICKSBURG, TX
$445,050,258.00Regulatory AUM · August 2026
SSC ADVISORS, LLCCRD 339313 · HOUSTON, TX
Not availableRegulatory AUM · August 2026
ST. JAMES INVESTMENT COMPANY, LLCCRD 124777 · SOUTHLAKE, TX
$660,558,672.00Regulatory AUM · August 2026
STABILITY PARTNERS ADVISORY GROUP, LLCCRD 165880 · SPRING, TX
$140,914,174.00Regulatory AUM · August 2026
STAFFORD CAPITAL PARTNERS INC.CRD 171419 · AUSTIN, TX
$1,720,208,004.00Regulatory AUM · August 2026
STANLEY CAPITAL MANAGEMENT LLCCRD 156468 · HOUSTON, TX
$634,621,352.00Regulatory AUM · August 2026
STANSBERRY ASSET MANAGEMENT, LLCCRD 282103 · WESTLAKE, TX
$1,291,272,483.00Regulatory AUM · August 2026
STAVIS WEALTH TRANSFER SOLUTIONS, LLCCRD 328185 · HOUSTON, TX
$148,120,106.00Regulatory AUM · August 2026
STEELHEAD CAPITAL MANAGEMENT, LLCCRD 173440 · FORT WORTH, TX
$202,521,629.00Regulatory AUM · August 2026
STEGENT EQUITY ADVISORS INC.CRD 114518 · HOUSTON, TX
$243,720,951.00Regulatory AUM · August 2026
STELLUS CAPITAL MANAGEMENT, LLCCRD 160115 · HOUSTON, TX
$3,508,120,289.00Regulatory AUM · August 2026
STELLUS PRIVATE BDC ADVISOR, LLCCRD 317513 · HOUSTON, TX
$472,764,372.00Regulatory AUM · August 2026
STONE OAK WEALTH MANAGEMENT, LLCCRD 288217 · SAN ANTONIO, TX
$355,563,087.00Regulatory AUM · August 2026
STONEBRIDGE WEALTH MANAGEMENT, LLCCRD 146775 · FRISCO, TX
$134,576,609.00Regulatory AUM · August 2026
STONECREST ADVISORS, INC.CRD 142095 · AUSTIN, TX
$398,800,521.00Regulatory AUM · August 2026
STONETREE INVESTMENT PARTNERS LLCCRD 318477 · DALLAS, TX
$195,671,557.00Regulatory AUM · August 2026
STOREHOUSE FINANCIAL LLCCRD 140738 · FORT WORTH, TX
$240,390,695.00Regulatory AUM · August 2026
STRATA WEALTH ADVISORS, LLCCRD 285973 · DALLAS, TX
$886,073,285.00Regulatory AUM · August 2026
STRATEGIC ADVISORY SERVICES, L.L.C.CRD 108706 · HOUSTON, TX
$184,903,223.00Regulatory AUM · August 2026
STRATEGIC FINANCIAL CONCEPTS, LLCCRD 141849 · SAN ANTONIO, TX
$927,710,771.00Regulatory AUM · August 2026
STRATEGIC FINANCIAL PLANNING, INC.CRD 118450 · PLANO, TX
$220,634,704.00Regulatory AUM · August 2026
STRATEGIC PORTFOLIO SOLUTIONS, LLCCRD 156374 · DALLAS, TX
$136,210,586.00Regulatory AUM · August 2026
STRATEGIC WEALTH MANAGEMENT, LLCCRD 171908 · BEDFORD, TX
$157,762,701.00Regulatory AUM · August 2026
STRATEGIQ FUNDS, INC.CRD 338557 · SAN ANTONIO, TX
Not availableRegulatory AUM · August 2026
STRATEGY, INC.CRD 290104 · LUBBOCK, TX
$142,433,113.00Regulatory AUM · August 2026
STRIVE ASSET MANAGEMENT, LLCCRD 322039 · DALLAS, TX
$2,375,076,576.00Regulatory AUM · August 2026
STUART INVESTMENT ADVISORS, INC.CRD 109995 · AUSTIN, TX
$630,506,335.00Regulatory AUM · August 2026
SUCCESSION FINANCIAL, INC.CRD 336434 · MCKINNEY, TX
$210,297,733.00Regulatory AUM · August 2026
SUMMA CORP.CRD 113091 · TOMBALL, TX
$587,200,902.00Regulatory AUM · August 2026