# Fastest-growing independent RIAs over three years in Texas

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

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-3-year/texas/

## Facts

- ranking: Fastest-growing independent RIAs over three years
- how_it_is_computed: 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.
- unit: pct
- scope: Texas
- firms_listed: 100
- rows: rank: 1, crd: 113091, firm: Summa Corp., city: The Woodlands, state: TX, value: 0.897078860545472, base_value: 232378001, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113091/; rank: 2, crd: 319484, firm: 49 Financial, city: Austin, state: TX, value: 0.825663045504289, base_value: 230561939, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319484/; rank: 3, crd: 322294, firm: EQ Wealth Advisors, city: Dallas, state: TX, value: 0.680327568540459, base_value: 130047962, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322294/; rank: 4, crd: 322879, firm: Ascentis Independent Advisors, LLC, city: Dallas, state: TX, value: 0.63474008027377, base_value: 479522775, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322879/; rank: 5, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, state: TX, value: 0.630546594206459, base_value: 1252774029, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152667/; rank: 6, crd: 324250, firm: Uptick Partners, LLC, city: Nacogdoches, state: TX, value: 0.616257548914912, base_value: 251808741, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324250/; rank: 7, crd: 144008, firm: Financial Gravity Asset Management, Inc., city: Austin, state: TX, value: 0.587785620425183, base_value: 130765249, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144008/; rank: 8, crd: 297658, firm: The Sum, city: The Woodlands, state: TX, value: 0.578042158151796, base_value: 140306671, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297658/; rank: 9, crd: 305515, firm: Black Knight Wealth Management, LLC, city: Frisco, state: TX, value: 0.549084508139885, base_value: 145057516, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305515/; rank: 10, crd: 325161, firm: Fifth Force Management, city: Dallas, state: TX, value: 0.531929513496262, base_value: 113191000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325161/; rank: 11, crd: 152881, firm: Revere Asset, city: Allen, state: TX, value: 0.509801752555701, base_value: 118525136, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152881/; rank: 12, crd: 325203, firm: Precedent Wealth Partners, LLC, city: Houston, state: TX, value: 0.457995404348114, base_value: 221030276, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325203/; rank: 13, crd: 173822, firm: Coyle Capital, LLC, city: Lakeway, state: TX, value: 0.456295569736743, base_value: 299559387, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173822/; rank: 14, crd: 317406, firm: NFWM, city: Plano, state: TX, value: 0.451308794065543, base_value: 102019977, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317406/; rank: 15, crd: 305031, firm: Empower Wealth Management, city: Cedar Park, state: TX, value: 0.442858668364805, base_value: 116298081, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305031/; rank: 16, crd: 168733, firm: Balefire, LLC, city: Dallas, state: TX, value: 0.441644735272951, base_value: 663766900, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168733/; rank: 17, crd: 323567, firm: Titleist Asset Management, LLC, city: San Antonio, state: TX, value: 0.427151800044069, base_value: 960498129, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323567/; rank: 18, crd: 315934, firm: GDS Wealth Management, city: Flower Mound, state: TX, value: 0.411084888514131, base_value: 643804196, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315934/; rank: 19, crd: 316024, firm: Financial Gravity Family Office Services, LLC, city: Lakeway, state: TX, value: 0.409320648271665, base_value: 210940063, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316024/; rank: 20, crd: 317533, firm: SK Advisor Network, LLC, city: Plano, state: TX, value: 0.385858143971728, base_value: 102019977, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317533/; rank: 21, crd: 165130, firm: Murphy & Sylvest, city: Dallas, state: TX, value: 0.376419442338411, base_value: 163250408, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165130/; rank: 22, crd: 152841, firm: Moss, Luse & Womble, LLC, city: Plano, state: TX, value: 0.35957122630453, base_value: 319593000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152841/; rank: 23, crd: 319311, firm: Michels Family Financial, LLC, city: Fort Worth, state: TX, value: 0.358342909262424, base_value: 138795546, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319311/; rank: 24, crd: 148099, firm: Haven Wealth Group, city: Houston, state: TX, value: 0.357807248312558, base_value: 205628065, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148099/; rank: 25, crd: 172793, firm: Austin Wealth Management, LLC, city: Austin, state: TX, value: 0.357687961703748, base_value: 432723356, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172793/; rank: 26, crd: 133429, firm: Pioneer Wealth Management Group, city: Austin, state: TX, value: 0.354043416150875, base_value: 160812162, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133429/; rank: 27, crd: 173563, firm: Bentoak Capital, city: Weatherford, state: TX, value: 0.352342078517875, base_value: 392110505, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173563/; rank: 28, crd: 300477, firm: Redbud Advisors, city: Austin, state: TX, value: 0.348814567757463, base_value: 149879987, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300477/; rank: 29, crd: 283027, firm: Rhame & Gorrell Wealth Management, city: The Woodlands, state: TX, value: 0.34569094169755, base_value: 542964646, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283027/; rank: 30, crd: 143771, firm: Cypress Point Wealth Management, LLC, city: Dallas, state: TX, value: 0.335061206210622, base_value: 615938432, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143771/; rank: 31, crd: 301354, firm: Americana Partners, LLC, city: Houston, state: TX, value: 0.334232192762461, base_value: 3832019871, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301354/; rank: 32, crd: 305927, firm: Legacy Knight Mfo, LLC, city: Dallas, state: TX, value: 0.333272258950072, base_value: 1200971763, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305927/; rank: 33, crd: 115371, firm: Eltekon Advisors, LLC., city: West Lake Hills, state: TX, value: 0.331594956742336, base_value: 144000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115371/; rank: 34, crd: 147350, firm: United Advisors America, city: Prosper, state: TX, value: 0.321057898986377, base_value: 193671859, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147350/; rank: 35, crd: 289923, firm: 994 Group, city: Austin, state: TX, value: 0.316689272497325, base_value: 107178910, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289923/; rank: 36, crd: 130346, firm: Riverstone Advisors, LLC, city: New Braunfels, state: TX, value: 0.315971425671281, base_value: 281242094, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130346/; rank: 37, crd: 317745, firm: TRANSCE3ND LLC, city: Buda, state: TX, value: 0.314738534323435, base_value: 184339939, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317745/; rank: 38, crd: 282084, firm: Penney Financial, city: Houston, state: TX, value: 0.312982098144309, base_value: 134089319, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282084/; rank: 39, crd: 159594, firm: Aspen Wealth Management, LLC, city: Fort Worth, state: TX, value: 0.312973513465479, base_value: 290631683, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159594/; rank: 40, crd: 299583, firm: KDK Private Wealth Management, city: Houston, state: TX, value: 0.308521272452925, base_value: 260942768, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299583/; rank: 41, crd: 290778, firm: Centennial Advisors, LLC, city: Austin, state: TX, value: 0.307643443869722, base_value: 106140390, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290778/; rank: 42, crd: 222518, firm: SVRN Asset Management, LLC, city: Austin, state: TX, value: 0.30694376721685, base_value: 103683318, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/222518/; rank: 43, crd: 147500, firm: Optimus Capital Advisors, LLC, city: Coppell, state: TX, value: 0.302664438229868, base_value: 119490725, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147500/; rank: 44, crd: 171816, firm: Symphony Financial, Ltd. Co., city: Houston, state: TX, value: 0.300183443995625, base_value: 616419585, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171816/; rank: 45, crd: 159293, firm: Post Oak Private Wealth Advisors, city: Houston, state: TX, value: 0.298985926793912, base_value: 178355446, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159293/; rank: 46, crd: 166688, firm: SWMG, LLC, city: Fort Worth, state: TX, value: 0.298868434082398, base_value: 196398578, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166688/; rank: 47, crd: 143721, firm: Paragon Financial Advisors, city: College Station, state: TX, value: 0.295667247838225, base_value: 480540930, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143721/; rank: 48, crd: 147615, firm: Keener Financial Planning, city: Keller, state: TX, value: 0.292783044316125, base_value: 221706574, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147615/; rank: 49, crd: 162096, firm: Oakwell Private Wealth Management, city: Austin, state: TX, value: 0.290000553989528, base_value: 311200508, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162096/; rank: 50, crd: 170955, firm: Gallagher Capital Advisors, LLC, city: Argyle, state: TX, value: 0.286085356195088, base_value: 123697418, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170955/; rank: 51, crd: 283776, firm: Prota Financial, city: Houston, state: TX, value: 0.284177837556569, base_value: 127669314, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283776/; rank: 52, crd: 287714, firm: Ironbridge Private Wealth, LLC, city: Austin, state: TX, value: 0.28294944199544, base_value: 179799870, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287714/; rank: 53, crd: 298272, firm: Virtus Family Office, city: El Paso, state: TX, value: 0.282390668413681, base_value: 344698590, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298272/; rank: 54, crd: 300362, firm: Openair Financial, LLC, city: Southlake, state: TX, value: 0.281789542990623, base_value: 151000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300362/; rank: 55, crd: 151490, firm: Quadcap Wealth Management, LLC, city: Frisco, state: TX, value: 0.28038290302133, base_value: 638622955, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151490/; rank: 56, crd: 164993, firm: Consilium Wealth Advisory, LLC, city: Frisco, state: TX, value: 0.280199303455547, base_value: 222094845, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164993/; rank: 57, crd: 173862, firm: RFG Wealth Advisory, city: Argyle, state: TX, value: 0.277551271915957, base_value: 228602072, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173862/; rank: 58, crd: 156549, firm: Coppell Advisory Solutions LLC, city: Dallas, state: TX, value: 0.276912481571918, base_value: 529728395, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156549/; rank: 59, crd: 291753, firm: Broadway Wealth Solutions, city: San Antonio, state: TX, value: 0.276500582413751, base_value: 148101435, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291753/; rank: 60, crd: 310635, firm: RWM Capital, LLC, city: Sugar Land, state: TX, value: 0.276179528191168, base_value: 106988955, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310635/; rank: 61, crd: 127289, firm: Tanglewood Legacy Advisors, LLC, city: Houston, state: TX, value: 0.275625547412102, base_value: 389731241, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127289/; rank: 62, crd: 288088, firm: Roserock Wealth Management, LLC, city: Dallas, state: TX, value: 0.274932690488084, base_value: 132700000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288088/; rank: 63, crd: 309373, firm: Codex Capital Asset Management, L.L.C., city: Dallas, state: TX, value: 0.274874343114779, base_value: 146792240, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309373/; rank: 64, crd: 119759, firm: Willis Johnson Wealth, city: Houston, state: TX, value: 0.274644352646024, base_value: 894228404, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119759/; rank: 65, crd: 311388, firm: Henry Bragg & Co., city: Houston, state: TX, value: 0.272711268839968, base_value: 227333952, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311388/; rank: 66, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, state: TX, value: 0.272426073020843, base_value: 5765870780, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307956/; rank: 67, crd: 114614, firm: Disciplined Investors, L.L.C., city: Waco, state: TX, value: 0.27122091056332, base_value: 458375166, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114614/; rank: 68, crd: 173293, firm: Oak Harvest Investment Services, city: Houston, state: TX, value: 0.269959556119484, base_value: 555008461, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173293/; rank: 69, crd: 135145, firm: Generational Wealth Advisors, city: Richardson, state: TX, value: 0.26262473670324, base_value: 282559722, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135145/; rank: 70, crd: 107342, firm: Fisher Investments, city: Plano, state: TX, value: 0.261962530855873, base_value: 192398103714, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107342/; rank: 71, crd: 325306, firm: Carlin Wealth Management Group, LLC, city: Austin, state: TX, value: 0.261476101725455, base_value: 120000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325306/; rank: 72, crd: 146852, firm: Archer Investment Management, city: Austin, state: TX, value: 0.261049523761417, base_value: 184902252, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146852/; rank: 73, crd: 217515, firm: Clare Market Investments, LLC, city: Dallas, state: TX, value: 0.260549835687784, base_value: 317100000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/217515/; rank: 74, crd: 319324, firm: Wealth Benefit Advisors, LLC, city: Houston, state: TX, value: 0.259381860655391, base_value: 190679998, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319324/; rank: 75, crd: 135281, firm: Dash Investments, city: Plano, state: TX, value: 0.258987618740294, base_value: 341577536, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135281/; rank: 76, crd: 107722, firm: Maslow Wealth Advisors, city: Austin, state: TX, value: 0.257627097574655, base_value: 1429423495, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107722/; rank: 77, crd: 179523, firm: Granite Harbor Advisors, Inc., city: Houston, state: TX, value: 0.256587174083891, base_value: 323630376, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/179523/; rank: 78, crd: 323124, firm: Avid Wealth Partners, LLC, city: San Antonio, state: TX, value: 0.256338159086648, base_value: 150547914, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323124/; rank: 79, crd: 175346, firm: 1900 Wealth, city: San Antonio, state: TX, value: 0.253359089822024, base_value: 1559746351, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175346/; rank: 80, crd: 107653, firm: Perryman Financial Advisory, Inc., city: Dallas, state: TX, value: 0.252724202706107, base_value: 520931000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107653/; rank: 81, crd: 148061, firm: Nixon Capital LLC, city: Austin, state: TX, value: 0.251393002842017, base_value: 198951090, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148061/; rank: 82, crd: 110417, firm: Penn Davis McFarland Inc, city: Dallas, state: TX, value: 0.250281835304895, base_value: 698132126, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110417/; rank: 83, crd: 310334, firm: Hartmann Taylor Wealth Management, LLC, city: Dallas, state: TX, value: 0.250228604838687, base_value: 130281084, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310334/; rank: 84, crd: 165191, firm: Heritage Retirement Advisors, LLC, city: Colleyville, state: TX, value: 0.248280580257363, base_value: 180491013, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165191/; rank: 85, crd: 172194, firm: Schulz Wealth, Ltd., city: Mansfield, state: TX, value: 0.242381028688018, base_value: 228437204, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172194/; rank: 86, crd: 159251, firm: Mills Wealth Advisors, LLC, city: Southlake, state: TX, value: 0.24028086343298, base_value: 287610565, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159251/; rank: 87, crd: 282103, firm: Meristead Wealth, LLC, city: Westlake, state: TX, value: 0.239572112242155, base_value: 677957556, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282103/; rank: 88, crd: 107488, firm: Adell Harriman & Carpenter, city: Houston, state: TX, value: 0.239362691674009, base_value: 1096325075, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107488/; rank: 89, crd: 108150, firm: Asset Preservation Group Inc, city: Grapevine, state: TX, value: 0.238299387749869, base_value: 169146000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108150/; rank: 90, crd: 306574, firm: Burford Brothers, Inc., city: Dallas, state: TX, value: 0.235704091958502, base_value: 233300000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306574/; rank: 91, crd: 114097, firm: Glass Wealth Management Co., LLC, city: San Antonio, state: TX, value: 0.235374031591295, base_value: 165442514, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114097/; rank: 92, crd: 309756, firm: Goalfusion Wealth Management, city: Austin, state: TX, value: 0.234988474050527, base_value: 126602511, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309756/; rank: 93, crd: 167761, firm: Emc Capital Management, LLC, city: Houston, state: TX, value: 0.233556323741855, base_value: 116612532, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167761/; rank: 94, crd: 305135, firm: CFM Wealth Partners LLC, city: Austin, state: TX, value: 0.232908476431652, base_value: 472676541, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305135/; rank: 95, crd: 302038, firm: Austin Money Management Corporation, city: Austin, state: TX, value: 0.232258163560234, base_value: 158224156, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302038/; rank: 96, crd: 134600, firm: United Capital Financial Advisors, city: Irving, state: TX, value: 0.232050912167683, base_value: 13178742322, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134600/; rank: 97, crd: 114702, firm: Corus Family Wealth Advisors, Inc., city: McKinney, state: TX, value: 0.230260029167877, base_value: 332704803, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114702/; rank: 98, crd: 144351, firm: AWM Financial Services Inc., city: The Woodlands, state: TX, value: 0.229916154764415, base_value: 172309075, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144351/; rank: 99, crd: 281410, firm: Castleview Partners, LLC, city: Dallas, state: TX, value: 0.229758512912422, base_value: 224154054, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281410/; rank: 100, crd: 310163, firm: The Clarus Group, city: Houston, state: TX, value: 0.22527451147824, base_value: 600050474, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310163/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Fastest-growing independent RIAs over three years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-3-year/)
- [RIA market data for Texas](https://advisoriq.com/ria/states/texas/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-3-year/texas/

License: https://advisoriq.com/license/