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AdvisorIQ

Ranking, Texas

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Texas

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

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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 TKC Wealth Management LLC Broker-dealer affiliated Dallas 93.2% 147
9 Ascentis Wealth Management, LLC Dallas 89.1% 137
10 Ascentis Independent Advisors, LLC Dallas 88.9% 1,490
11 Fundify Advisors LLC Austin 69.0% 5,560
12 Avondale Wealth Management LLC West Lake Hills 65.6% 122
13 Moss, Luse & Womble, LLC Plano 64.6% 635
14 United Advisors America Prosper 60.4% 1,751
15 Uptick Partners, LLC Nacogdoches 58.9% 717
16 Apeiron Dallas 56.7% 762
17 Victory Financial Austin 55.0% 1,937
18 Box Financial Advisors, LLC Grapevine 52.5% 217
19 Hilltop Securities Inc. Broker-dealer affiliated Dallas 52.0% 2,241
20 Endeavor Advisors, LLC The Woodlands 51.2% 129
21 Momentum Independent Network Inc. Broker-dealer affiliated Dallas 49.9% 1,931
22 Catalyst Wealth Management LLC Broker-dealer affiliated Houston 49.8% 6,373
23 Main Street Retirement Planning, LLC Coppell 47.9% 1,141
24 Hub Investment Partners, LLC Austin 43.4% 4,317
25 Silo Financial LLC Austin 42.4% 2,614
26 Root Financial Partners Austin 40.9% 609
27 Beacon Financial Group Dallas 40.6% 748
28 Eltekon Advisors, LLC. West Lake Hills 38.9% 360
29 Lifestyle Asset Management, Inc. Friendswood 38.5% 670
30 Atx Financial Planning, LLC Austin 36.5% 156
31 Revere Asset Allen 36.5% 367
32 Rydar Equities, Inc. Weatherford 35.9% 209
33 Oakwell Private Wealth Management Austin 35.7% 336
34 Waterloo Capital Broker-dealer affiliated Austin 34.0% 2,088
35 Riverchase Wealth Management, LLC Flower Mound 32.8% 131
36 Empower Wealth Management Cedar Park 31.8% 418
37 Purewater Capital, LLC Fort Worth 31.5% 184
38 Ironoak Wealth Cedar Park 31.4% 287
39 Ascension Capital Advisors, Inc. Houston 31.1% 183
40 Gallagher Capital Advisors, LLC Argyle 30.7% 231
41 Turtle Creek Wealth Advisors, LLC Dallas 29.6% 108
42 Kestra Private Wealth Services, LLC Broker-dealer affiliated Austin 29.4% 15,714
43 49 Financial Austin 28.4% 2,989
44 Ankerstar Wealth, LLC Leander 28.4% 243
45 Intelligent Wealth Solutions LLC Austin 27.6% 2,473
46 D.H. Hill Advisors, Inc. Broker-dealer affiliated Kingwood 27.4% 736
47 Overridge Wealth Advisors Fort Worth 27.1% 365
48 Entrewealth Austin 27.0% 137
49 USAA Investment Services Company Broker-dealer affiliated San Antonio 26.7% 4,160
50 Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services Arlington 25.8% 383
51 Banorte Asset Management, Inc. Broker-dealer affiliated Houston 25.8% 691
52 Symphony Financial, Ltd. Co. Houston 25.3% 2,286
53 Brindle & Bay Financial Advisors, LLC Frisco 25.2% 147
54 SWMG, LLC Fort Worth 25.1% 343
55 Americana Partners, LLC Houston 24.9% 1,455
56 GDS Wealth Management Flower Mound 24.9% 866
57 Rhame & Gorrell Wealth Management The Woodlands 24.4% 673
58 Viaquest Advisors LLC Houston 24.3% 235
59 Quotient Wealth Partners, LLC Dallas 23.9% 1,901
60 M. E. Allison & Co., Inc. Broker-dealer affiliated San Antonio 22.8% 408
61 Precedent Wealth Partners, LLC Houston 21.7% 166
62 SWBC Investment Company Broker-dealer affiliated San Antonio 21.7% 406
63 Legacy Consulting Group Broker-dealer affiliated Plano 21.5% 172
64 Post Oak Private Wealth Advisors Houston 21.2% 311
65 Castleview Partners, LLC Dallas 20.0% 495
65 Broadway Wealth Solutions San Antonio 20.0% 755
67 Capstar Financial Services LLC Austin 19.9% 317
68 Kestra Advisory Services, LLC Broker-dealer affiliated Austin 19.2% 103,878
69 Legacy Capital The Woodlands 19.1% 235
70 Prospera Financial Services, Inc. Broker-dealer affiliated Dallas 19.1% 15,640
71 Avant Financial Advisors Austin 18.9% 148
72 GBM Wealth Management, Inc. Broker-dealer affiliated Houston 18.7% 460
73 Founder Family Financial, LLC Austin 18.3% 104
74 Black Barn Financial, LLC Austin 17.5% 137
75 Skybound Wealth USA Houston 16.9% 290
76 Hill Country Group Boerne 16.7% 354
77 Sunbelt Securities Broker-dealer affiliated Houston 16.5% 5,355
78 Secure Financial Management San Antonio 16.5% 1,003
79 Perryman Financial Advisory, Inc. Dallas 16.4% 452
80 True North Advisors, LLC Dallas 16.0% 921
81 Strategic Financial Concepts, LLC San Antonio 15.9% 3,365
82 Allred Harris Wealth Management. Dallas 15.7% 305
83 994 Group Austin 15.7% 185
84 Strategic Portfolio Solutions, LLC Dallas 15.6% 167
85 Optimus Capital Advisors, LLC Coppell 15.5% 168
86 Consilium Wealth Advisory, LLC Frisco 15.4% 104
87 Floyd Capital Management Texarkana 15.4% 267
88 Frost Investment Services Broker-dealer affiliated San Antonio 15.0% 3,179
89 Black Knight Wealth Management, LLC Frisco 14.7% 387
90 Titleist Asset Management, LLC San Antonio 14.7% 1,875
91 RIA Advisors Houston 14.6% 1,193
92 Mills Wealth Advisors, LLC Southlake 14.6% 412
93 Fisher Investments Plano 14.5% 174,538
94 Snider Advisors Irving 14.4% 312
95 Centennial Advisors, LLC Austin 14.1% 410
96 Pioneer Wealth Management Group Austin 13.9% 568
97 Keener Financial Planning Keller 13.9% 498
98 Maslow Wealth Advisors Austin 13.8% 348
99 RFG Wealth Advisory Argyle 13.8% 392
100 Monex Asset Management, Inc. Broker-dealer affiliated Houston 13.4% 528

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.