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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.