SEC-registered independent wealth management RIA
Texas Financial Advisory
As of its Form ADV filed December 22, 2024, Texas Financial Advisory, an SEC-registered independent wealth management RIA in San Antonio, Texas, reported $117.9 million in regulatory assets under management across 633 accounts, ranking #542 among independent RIAs in Texas by assets.
Registration
- Main office
- San Antonio, TX
- Registration
- SEC-registered, Approved
- CRD number
- 306413
- SEC file number
- 801-128701
- Registered since
- September 7, 2023
- Latest Form ADV filing
- December 22, 2024
- Legal name
- QUEEN B ADVISORS, LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 3
Key figures
- Regulatory assets under management
- $117.9 million
- Discretionary
- $0 (0.0%)
- Non-discretionary
- $117.9 million
- Accounts
- 633 (0 discretionary)
- Clients
- 621, approximate as reported
- Employees
- 7
- Advisory staff
- 5 performing investment advisory functions
- Average account
- $186,201
- Asset growth, 1 year
- 0.0% (from $117.9 million a year earlier)
- Asset growth, 3-year annual rate
- 4.4% (from $103.6 million three years earlier)
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- 0.0% (from 621)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Texas | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #7,311 | #542 | $117.9 million |
| Fastest-growing independent RIAs over one year | #6,321 | #462 | 0.0%from $117.9 million |
| Fastest-growing independent RIAs over three years | #5,004 | #364 | 4.4%from $103.6 million |
| Independent RIAs with the most clients | #1,734 | #99 | 621 |
| Independent RIAs with the fastest client growth over one year | #4,062 | #291 | 0.0%from 621 |
| Independent RIAs with the most accounts | #4,014 | #286 | 633 |
| Independent RIAs with the most advisory staff | #2,648 | #198 | 5 |
| Independent RIAs with the most high net worth clients | #10,316 | #781 | 16 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 5, 2023 | $103.6 million |
| October 1, 2024 | $117.9 million |
| September 2, 2025 | $117.9 million |
| October 2, 2026 | $117.9 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 600 clients | $90.3 million | |
| High net worth individuals 16 clients | $25.5 million | |
| Corporations or other businesses fewer than 5 clients | $1.8 million | |
| Charitable organizations fewer than 5 clients | $262,245 | |
| Banking or thrift institutions fewer than 5 clients | $0 | |
| Pension and profit sharing plans fewer than 5 clients | $0 | |
| State or municipal government entities fewer than 5 clients | $0 | |
| Other investment advisers fewer than 5 clients | $0 | |
| Insurance companies fewer than 5 clients | $0 | |
| Sovereign wealth funds and foreign official institutions fewer than 5 clients | $0 | |
| Other fewer than 5 clients | $0 |
How the firm is paid
- A percentage of assets under management
- Hourly charges
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars or workshops
- Other
Financial planning clients (Item 5.H): 0.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Insurance company or agency
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 0
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 5
IAR registrations by jurisdiction are not available for this firm. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 5 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Texas
| Firm | City | RAUM |
|---|---|---|
| Redfish Capital | Cypress | $119.0 million |
| LD Lowe Wealth Advisory | Richardson | $118.8 million |
| Integra Wealth Advisors, LLC | Houston | $117.3 million |
| Moffatt Financial Strategies | Fort Worth | $117.1 million |
| Whitwell Advisors | Bee Cave | $116.8 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Texas Financial Advisory on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: texasfinancialadvisory.com
- Independent RIAs in Texas
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.