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RIA directory Rankings Biggest asset gains Texas
Ranking, Texas
Independent RIAs with the biggest asset gains over one year in Texas
As of October 2, 2026, Fisher Investments ranked #1 in Texas in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $87.9 billion.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
Independent RIAs with the biggest asset gains over one year in Texas
Rank
Firm
City
Increase
1
Fisher Investments
Plano
$87.9 billion
2
United Capital Financial Advisors
Irving
$7.4 billion
3
Bluespring Wealth Management, LLC
Austin
$3.9 billion
4
Americana Partners, LLC
Houston
$3.0 billion
5
Hub Investment Partners, LLC
Austin
$2.9 billion
6
Quotient Wealth Partners, LLC
Dallas
$1.4 billion
7
Legacy Knight Mfo, LLC
Dallas
$1.3 billion
8
Ascentis Independent Advisors, LLC
Dallas
$1.2 billion
9
Summa Corp.
The Woodlands
$1.1 billion
10
Turtle Creek Wealth Advisors, LLC
Dallas
$1.0 billion
11
Root Financial Partners
Austin
$1.0 billion
12
Sarofim Trust Co
Houston
$973.7 million
13
True North Advisors, LLC
Dallas
$944.4 million
14
Integrated Advisors Network LLC
Dallas
$937.1 million
15
Alongside, LLC
Austin
$878.6 million
16
1900 Wealth
San Antonio
$802.8 million
17
Maslow Wealth Advisors
Austin
$777.9 million
18
Avidian Wealth Solutions
Houston
$769.3 million
19
Balefire, LLC
Dallas
$751.9 million
20
Titleist Asset Management, LLC
San Antonio
$725.4 million
21
Sendero Wealth Management, LLC
San Antonio
$685.6 million
22
Victory Financial
Austin
$649.9 million
23
Turtle Creek Trust
Dallas
$618.8 million
24
Integrity Advisory Solutions
Dallas
$591.2 million
25
Chilton Capital Management LLC
Houston
$568.0 million
26
Paul Comstock Partners
Houston
$561.3 million
27
49 Financial
Austin
$531.6 million
28
GDS Wealth Management
Flower Mound
$527.0 million
29
Inscription Capital, LLC
Houston
$491.2 million
30
Advisor Resource Council
Dallas
$471.2 million
31
Beacon Advisors
Austin
$459.6 million
32
Mack & Co. Partners, LP
Dallas
$446.5 million
33
Requisite Capital Management LLC
Dallas
$438.2 million
34
SFMG Wealth Advisors
Plano
$432.3 million
35
Willis Johnson Wealth
Houston
$431.9 million
36
Rhame & Gorrell Wealth Management
The Woodlands
$401.8 million
37
Cypress Point Wealth Management, LLC
Dallas
$392.6 million
38
Endeavor Advisors, LLC
The Woodlands
$382.6 million
39
Childress Capital Advisors, LLC
Houston
$378.9 million
40
Uptick Partners, LLC
Nacogdoches
$375.1 million
41
Oxbow Advisors, LLC
Austin
$367.1 million
42
Beaird Harris
Dallas
$364.9 million
43
Warwick Partners
Bryan
$344.6 million
44
Adell Harriman & Carpenter
Houston
$331.0 million
45
Intelligent Wealth Solutions LLC
Austin
$328.6 million
46
Icon Wealth Partners
Houston
$323.0 million
47
Sather Financial Group, Inc.
Victoria
$318.2 million
48
Austin Wealth Management, LLC
Austin
$316.5 million
49
Segment Wealth Management, LLC
Houston
$312.2 million
50
RIA Advisors
Houston
$310.1 million
51
Ascension Capital Advisors, Inc.
Houston
$304.2 million
52
Black Knight Wealth Management, LLC
Frisco
$299.3 million
53
Meridian Wealth Advisors, LLC
Austin
$287.1 million
54
Corda Investment Management, LLC
Houston
$273.5 million
55
Outrunner Capital, LLC
Austin
$265.3 million
56
Astra Wealth Management Group
Plano
$264.9 million
57
Symphony Financial, Ltd. Co.
Houston
$261.7 million
58
Robertson Investment Management
Houston
$261.1 million
59
Riverstone Advisors, LLC
New Braunfels
$250.8 million
60
Tanglewood Legacy Advisors, LLC
Houston
$246.9 million
61
Financial Synergies
Houston
$244.9 million
62
Meristead Wealth, LLC
Westlake
$242.3 million
63
Disciplined Investors, L.L.C.
Waco
$239.2 million
64
Perryman Financial Advisory, Inc.
Dallas
$227.8 million
65
The Clarus Group
Houston
$226.5 million
66
Teamwork Financial Advisors, LLC
San Antonio
$213.1 million
67
Succession Financial, Inc
McKinney
$210.3 million
68
Moss, Luse & Womble, LLC
Plano
$208.0 million
69
FMP Wealth Advisers
Austin
$207.0 million
70
Oakwell Private Wealth Management
Austin
$206.1 million
71
Austin Asset
Austin
$205.5 million
72
Quadcap Wealth Management, LLC
Frisco
$203.8 million
73
CFO4LIFE
Coppell
$200.0 million
74
Paragon Financial Advisors
College Station
$198.2 million
75
Oak Harvest Investment Services
Houston
$195.9 million
76
Autumn Glory Partners, LLC
Dallas
$194.7 million
77
Revere Asset
Allen
$191.2 million
78
Lee Financial Company, LLC
Dallas
$185.8 million
79
Virtus Family Office
El Paso
$183.8 million
80
Ascentis Wealth Management, LLC
Dallas
$179.9 million
81
Steadtrust
Allen
$179.2 million
82
Per Stirling Capital Management, LLC
Austin
$178.8 million
83
Generational Wealth Advisors
Richardson
$176.2 million
84
Lonestar Registered Investment Advisors, LLC
Lubbock
$172.0 million
85
Lifestyle Asset Management, Inc.
Friendswood
$171.9 million
86
Hourglass Capital, LLC
Houston
$170.4 million
87
Brownlee Wealth Management
Houston
$169.5 million
88
Beacon Financial Group
Dallas
$166.6 million
89
Bentoak Capital
Weatherford
$166.1 million
90
NFWM
Plano
$162.6 million
91
Tanglewood Total Wealth Management, Inc.
Houston
$160.0 million
92
Annandale Capital, LLC
Dallas
$159.8 million
93
Public Equity Partners
Not reported
$156.0 million
94
McElhenny Sheffield Capital Management, LLC
Dallas
$154.5 million
95
Insight Wealth Partners
Plano
$153.9 million
96
Consilium Wealth Advisory, LLC
Frisco
$153.4 million
97
Precedent Wealth Partners, LLC
Houston
$149.5 million
98
Empower Wealth Management
Cedar Park
$149.1 million
99
Prestige Wealth Management
Southlake
$148.4 million
100
Aspen Wealth Management, LLC
Fort Worth
$148.2 million
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Biggest asset gains by state
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 .