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AdvisorIQ

Ranking, Texas

Independent RIAs with the fastest client growth over one year in Texas

As of October 2, 2026, Bluespring Wealth Management, LLC ranked #1 in Texas in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 286.0%, from a base of 844.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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.

Rank Firm City Growth Starting value
1 Bluespring Wealth Management, LLC Austin 286.0% 844
2 Tevis Investment Management, LLC Plano 212.3% 138
3 Texas Family Wealth, LLC Friendswood 195.3% 363
4 Unifimoney RIA Austin 194.9% 156
5 Lonestar Registered Investment Advisors, LLC Lubbock 172.8% 438
6 Provision Asset, LLC Little Elm 142.0% 379
7 Diamond Client Group, LLC The Woodlands 103.2% 217
8 Ascentis Wealth Management, LLC Dallas 89.1% 137
9 Ascentis Independent Advisors, LLC Dallas 88.9% 1,490
10 Fundify Advisors LLC Austin 69.0% 5,560
11 Avondale Wealth Management LLC West Lake Hills 65.6% 122
12 Moss, Luse & Womble, LLC Plano 64.6% 635
13 United Advisors America Prosper 60.4% 1,751
14 Uptick Partners, LLC Nacogdoches 58.9% 717
15 Apeiron Dallas 56.7% 762
16 Victory Financial Austin 55.0% 1,937
17 Box Financial Advisors, LLC Grapevine 52.5% 217
18 Endeavor Advisors, LLC The Woodlands 51.2% 129
19 Main Street Retirement Planning, LLC Coppell 47.9% 1,141
20 Hub Investment Partners, LLC Austin 43.4% 4,317
21 Silo Financial LLC Austin 42.4% 2,614
22 Root Financial Partners Austin 40.9% 609
23 Beacon Financial Group Dallas 40.6% 748
24 Eltekon Advisors, LLC. West Lake Hills 38.9% 360
25 Lifestyle Asset Management, Inc. Friendswood 38.5% 670
26 Atx Financial Planning, LLC Austin 36.5% 156
27 Revere Asset Allen 36.5% 367
28 Rydar Equities, Inc. Weatherford 35.9% 209
29 Oakwell Private Wealth Management Austin 35.7% 336
30 Riverchase Wealth Management, LLC Flower Mound 32.8% 131
31 Empower Wealth Management Cedar Park 31.8% 418
32 Purewater Capital, LLC Fort Worth 31.5% 184
33 Ironoak Wealth Cedar Park 31.4% 287
34 Ascension Capital Advisors, Inc. Houston 31.1% 183
35 Gallagher Capital Advisors, LLC Argyle 30.7% 231
36 Turtle Creek Wealth Advisors, LLC Dallas 29.6% 108
37 49 Financial Austin 28.4% 2,989
38 Ankerstar Wealth, LLC Leander 28.4% 243
39 Intelligent Wealth Solutions LLC Austin 27.6% 2,473
40 Overridge Wealth Advisors Fort Worth 27.1% 365
41 Entrewealth Austin 27.0% 137
42 Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services Arlington 25.8% 383
43 Symphony Financial, Ltd. Co. Houston 25.3% 2,286
44 Brindle & Bay Financial Advisors, LLC Frisco 25.2% 147
45 SWMG, LLC Fort Worth 25.1% 343
46 Americana Partners, LLC Houston 24.9% 1,455
47 GDS Wealth Management Flower Mound 24.9% 866
48 Rhame & Gorrell Wealth Management The Woodlands 24.4% 673
49 Viaquest Advisors LLC Houston 24.3% 235
50 Quotient Wealth Partners, LLC Dallas 23.9% 1,901
51 Precedent Wealth Partners, LLC Houston 21.7% 166
52 Post Oak Private Wealth Advisors Houston 21.2% 311
53 Castleview Partners, LLC Dallas 20.0% 495
53 Broadway Wealth Solutions San Antonio 20.0% 755
55 Capstar Financial Services LLC Austin 19.9% 317
56 Legacy Capital The Woodlands 19.1% 235
57 Avant Financial Advisors Austin 18.9% 148
58 Founder Family Financial, LLC Austin 18.3% 104
59 Black Barn Financial, LLC Austin 17.5% 137
60 Skybound Wealth USA Houston 16.9% 290
61 Hill Country Group Boerne 16.7% 354
62 Secure Financial Management San Antonio 16.5% 1,003
63 Perryman Financial Advisory, Inc. Dallas 16.4% 452
64 True North Advisors, LLC Dallas 16.0% 921
65 Strategic Financial Concepts, LLC San Antonio 15.9% 3,365
66 Allred Harris Wealth Management. Dallas 15.7% 305
67 994 Group Austin 15.7% 185
68 Strategic Portfolio Solutions, LLC Dallas 15.6% 167
69 Optimus Capital Advisors, LLC Coppell 15.5% 168
70 Consilium Wealth Advisory, LLC Frisco 15.4% 104
71 Floyd Capital Management Texarkana 15.4% 267
72 Black Knight Wealth Management, LLC Frisco 14.7% 387
73 Titleist Asset Management, LLC San Antonio 14.7% 1,875
74 RIA Advisors Houston 14.6% 1,193
75 Mills Wealth Advisors, LLC Southlake 14.6% 412
76 Fisher Investments Plano 14.5% 174,538
77 Snider Advisors Irving 14.4% 312
78 Centennial Advisors, LLC Austin 14.1% 410
79 Pioneer Wealth Management Group Austin 13.9% 568
80 Keener Financial Planning Keller 13.9% 498
81 Maslow Wealth Advisors Austin 13.8% 348
82 RFG Wealth Advisory Argyle 13.8% 392
83 Retirement Financial Group, LLC Beaumont 13.4% 388
84 Smith & Wyatt College Station 13.0% 648
85 RTW Financial Advisors Inc Dallas 12.9% 163
86 Team Financial Strategies Abilene 12.7% 259
87 Lifetime Wealth Management P.C. Rockwall 12.3% 106
88 Bison Investment Advisors, LLC The Woodlands 12.2% 148
89 Willis Johnson Wealth Houston 12.0% 516
90 Uptown Capital Advisors Dallas 12.0% 125
91 Redemption Capital Midland 11.8% 110
91 Avid Wealth Partners, LLC San Antonio 11.8% 220
93 Horizon Wealth Advisors Houston 11.8% 178
94 Chilton Capital Management LLC Houston 11.6% 895
95 Halcyon Global Advisors Dallas 11.6% 138
96 Peirce Capital Management, LLC The Woodlands 11.5% 148
97 Capital Markets IQ, LLC Arlington 11.3% 864
98 United Capital Financial Advisors Irving 11.3% 23,056
99 Vaquero Private Wealth, Ltd. Dallas 11.3% 256
100 Carlin Wealth Management Group, LLC Austin 11.2% 170

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Client growth 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.