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For asset managers
AdvisorIQ

Ranking, Texas

Fastest-growing wealth firms over three years, including broker-dealer firms in Texas

As of October 2, 2026, Summa Corp. ranked #1 in Texas in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 89.7%, from a base of $232.4 million.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Summa Corp. The Woodlands 89.7% $232.4 million
2 49 Financial Austin 82.6% $230.6 million
3 EQ Wealth Advisors Dallas 68.0% $130.0 million
4 Banorte Asset Management, Inc. Broker-dealer affiliated Houston 68.0% $139.4 million
5 Ascentis Independent Advisors, LLC Dallas 63.5% $479.5 million
6 Bluespring Wealth Management, LLC Austin 63.1% $1.3 billion
7 Uptick Partners, LLC Nacogdoches 61.6% $251.8 million
8 Monex Asset Management, Inc. Broker-dealer affiliated Houston 59.7% $159.7 million
9 Financial Gravity Asset Management, Inc. Austin 58.8% $130.8 million
10 The Sum The Woodlands 57.8% $140.3 million
11 Black Knight Wealth Management, LLC Frisco 54.9% $145.1 million
12 Fifth Force Management Dallas 53.2% $113.2 million
13 Revere Asset Allen 51.0% $118.5 million
14 Precedent Wealth Partners, LLC Houston 45.8% $221.0 million
15 Coyle Capital, LLC Lakeway 45.6% $299.6 million
16 NFWM Plano 45.1% $102.0 million
17 Waterloo Capital Broker-dealer affiliated Austin 44.8% $745.5 million
18 Empower Wealth Management Cedar Park 44.3% $116.3 million
19 Kestra Private Wealth Services, LLC Broker-dealer affiliated Austin 44.3% $4.5 billion
20 Balefire, LLC Dallas 44.2% $663.8 million
21 Titleist Asset Management, LLC San Antonio 42.7% $960.5 million
22 GDS Wealth Management Flower Mound 41.1% $643.8 million
23 Financial Gravity Family Office Services, LLC Lakeway 40.9% $210.9 million
24 SK Advisor Network, LLC Plano 38.6% $102.0 million
25 Murphy & Sylvest Dallas 37.6% $163.3 million
26 Moss, Luse & Womble, LLC Plano 36.0% $319.6 million
27 Michels Family Financial, LLC Fort Worth 35.8% $138.8 million
28 Haven Wealth Group Houston 35.8% $205.6 million
29 Austin Wealth Management, LLC Austin 35.8% $432.7 million
30 Pioneer Wealth Management Group Austin 35.4% $160.8 million
31 Bentoak Capital Weatherford 35.2% $392.1 million
32 Redbud Advisors Austin 34.9% $149.9 million
33 Rhame & Gorrell Wealth Management The Woodlands 34.6% $543.0 million
34 Cypress Point Wealth Management, LLC Dallas 33.5% $615.9 million
35 Americana Partners, LLC Houston 33.4% $3.8 billion
36 Legacy Knight Mfo, LLC Dallas 33.3% $1.2 billion
37 Eltekon Advisors, LLC. West Lake Hills 33.2% $144.0 million
38 United Advisors America Prosper 32.1% $193.7 million
39 994 Group Austin 31.7% $107.2 million
40 Riverstone Advisors, LLC New Braunfels 31.6% $281.2 million
41 TRANSCE3ND LLC Buda 31.5% $184.3 million
42 Penney Financial Houston 31.3% $134.1 million
43 Aspen Wealth Management, LLC Fort Worth 31.3% $290.6 million
44 KDK Private Wealth Management Houston 30.9% $260.9 million
45 Centennial Advisors, LLC Austin 30.8% $106.1 million
46 SVRN Asset Management, LLC Austin 30.7% $103.7 million
47 Optimus Capital Advisors, LLC Coppell 30.3% $119.5 million
48 Symphony Financial, Ltd. Co. Houston 30.0% $616.4 million
49 Post Oak Private Wealth Advisors Houston 29.9% $178.4 million
50 SWMG, LLC Fort Worth 29.9% $196.4 million
51 Paragon Financial Advisors College Station 29.6% $480.5 million
52 Keener Financial Planning Keller 29.3% $221.7 million
53 Oakwell Private Wealth Management Austin 29.0% $311.2 million
54 Gallagher Capital Advisors, LLC Argyle 28.6% $123.7 million
55 Prota Financial Houston 28.4% $127.7 million
56 Ironbridge Private Wealth, LLC Austin 28.3% $179.8 million
57 Virtus Family Office El Paso 28.2% $344.7 million
58 Openair Financial, LLC Southlake 28.2% $151.0 million
59 Alterna Wealth Management, Inc. Broker-dealer affiliated Houston 28.1% $666.2 million
60 Quadcap Wealth Management, LLC Frisco 28.0% $638.6 million
61 Consilium Wealth Advisory, LLC Frisco 28.0% $222.1 million
62 RFG Wealth Advisory Argyle 27.8% $228.6 million
63 Coppell Advisory Solutions LLC Dallas 27.7% $529.7 million
64 Broadway Wealth Solutions San Antonio 27.7% $148.1 million
65 RWM Capital, LLC Sugar Land 27.6% $107.0 million
66 Tanglewood Legacy Advisors, LLC Houston 27.6% $389.7 million
67 Roserock Wealth Management, LLC Dallas 27.5% $132.7 million
68 Codex Capital Asset Management, L.L.C. Dallas 27.5% $146.8 million
69 Willis Johnson Wealth Houston 27.5% $894.2 million
70 Henry Bragg & Co. Houston 27.3% $227.3 million
71 Hub Investment Partners, LLC Austin 27.2% $5.8 billion
72 Disciplined Investors, L.L.C. Waco 27.1% $458.4 million
73 Oak Harvest Investment Services Houston 27.0% $555.0 million
74 Generational Wealth Advisors Richardson 26.3% $282.6 million
75 Fisher Investments Plano 26.2% $192.4 billion
76 Carlin Wealth Management Group, LLC Austin 26.1% $120.0 million
77 Archer Investment Management Austin 26.1% $184.9 million
78 Clare Market Investments, LLC Dallas 26.1% $317.1 million
79 Wealth Benefit Advisors, LLC Houston 25.9% $190.7 million
80 Dash Investments Plano 25.9% $341.6 million
81 Maslow Wealth Advisors Austin 25.8% $1.4 billion
82 Granite Harbor Advisors, Inc. Houston 25.7% $323.6 million
83 Avid Wealth Partners, LLC San Antonio 25.6% $150.5 million
84 Guidestone Advisors Broker-dealer affiliated Dallas 25.4% $992.1 million
85 1900 Wealth San Antonio 25.3% $1.6 billion
86 Perryman Financial Advisory, Inc. Dallas 25.3% $520.9 million
87 Nixon Capital LLC Austin 25.1% $199.0 million
88 Penn Davis McFarland Inc Dallas 25.0% $698.1 million
89 Hartmann Taylor Wealth Management, LLC Dallas 25.0% $130.3 million
90 Momentum Independent Network Inc. Broker-dealer affiliated Dallas 25.0% $824.5 million
91 Heritage Retirement Advisors, LLC Colleyville 24.8% $180.5 million
92 Schulz Wealth, Ltd. Mansfield 24.2% $228.4 million
93 Kestra Advisory Services, LLC Broker-dealer affiliated Austin 24.1% $41.8 billion
94 Mills Wealth Advisors, LLC Southlake 24.0% $287.6 million
95 Meristead Wealth, LLC Westlake 24.0% $678.0 million
96 Adell Harriman & Carpenter Houston 23.9% $1.1 billion
97 Asset Preservation Group Inc Grapevine 23.8% $169.1 million
98 Cain, Watters & Associates, LLC Broker-dealer affiliated Frisco 23.6% $2.7 billion
99 Burford Brothers, Inc. Dallas 23.6% $233.3 million
100 Glass Wealth Management Co., LLC San Antonio 23.5% $165.4 million

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

More rankings

Fastest growing, 3 years 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.