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For asset managers
AdvisorIQ

Ranking, Texas

Fastest-growing independent RIAs over five years in Texas

As of October 2, 2026, Sarofim Trust Co ranked #1 in Texas in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 80.1%, from a base of $683.4 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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 Sarofim Trust Co Houston 80.1% $683.4 million
2 Legacy Knight Mfo, LLC Dallas 79.5% $152.8 million
3 Summa Corp. The Woodlands 41.7% $277.4 million
4 Vaquero Private Wealth, Ltd. Dallas 41.1% $166.3 million
5 KDK Private Wealth Management Houston 39.9% $109.0 million
6 Austin Wealth Management, LLC Austin 39.4% $205.6 million
7 Americana Partners, LLC Houston 39.0% $1.8 billion
8 The Sum The Woodlands 38.7% $107.5 million
9 Coyle Capital, LLC Lakeway 37.0% $191.5 million
10 Virtus Family Office El Paso 36.3% $154.8 million
11 Bluespring Wealth Management, LLC Austin 33.7% $1.3 billion
12 Robertson Investment Management Houston 32.9% $128.8 million
13 Moss, Luse & Womble, LLC Plano 32.6% $195.6 million
14 Oak Harvest Investment Services Houston 29.8% $308.7 million
15 Secure Financial Management San Antonio 29.2% $110.9 million
16 Dash Investments Plano 28.9% $191.5 million
17 Aspen Wealth Management, LLC Fort Worth 28.7% $186.3 million
18 Financial Gravity Asset Management, Inc. Austin 28.5% $149.4 million
19 Pioneer Wealth Management Group Austin 28.3% $115.0 million
20 United Advisors America Prosper 28.2% $128.8 million
21 Empower Wealth Management Cedar Park 27.4% $104.1 million
22 Consilium Wealth Advisory, LLC Frisco 26.6% $143.1 million
23 Palogic Value Management, L.P. Dallas 25.6% $129.5 million
24 1836 Asset Management, LLC Garland 24.9% $127.2 million
25 Childress Capital Advisors, LLC Houston 24.7% $399.0 million
26 Symphony Financial, Ltd. Co. Houston 24.5% $453.0 million
27 Archer Investment Management Austin 24.2% $125.5 million
28 Rhame & Gorrell Wealth Management The Woodlands 24.0% $451.4 million
29 Trinity Portfolio Advisors, LLC Southlake 23.7% $183.3 million
30 Coppell Advisory Solutions LLC Dallas 23.6% $383.1 million
31 Penney Financial Houston 22.8% $108.8 million
32 Reap Financial Group, LLC Austin 22.5% $234.9 million
33 RFG Wealth Advisory Argyle 22.3% $173.9 million
34 Bentoak Capital Weatherford 22.2% $356.0 million
35 SWMG, LLC Fort Worth 22.1% $158.9 million
36 Oakwell Private Wealth Management Austin 21.9% $248.3 million
37 Generational Wealth Advisors Richardson 21.7% $213.2 million
38 Sendero Wealth Management, LLC San Antonio 21.6% $2.5 billion
39 AWM Financial Services Inc. The Woodlands 21.5% $121.1 million
40 Schulz Wealth, Ltd. Mansfield 21.3% $167.0 million
41 Murphy & Sylvest Dallas 21.0% $163.8 million
42 Hub Investment Partners, LLC Austin 20.9% $4.6 billion
43 Roserock Wealth Management, LLC Dallas 20.8% $107.0 million
44 Willis Johnson Wealth Houston 20.7% $721.9 million
45 Tanglewood Legacy Advisors, LLC Houston 20.7% $315.5 million
46 Corus Family Wealth Advisors, Inc. McKinney 20.3% $245.5 million
47 Disciplined Investors, L.L.C. Waco 20.2% $374.5 million
48 Keener Financial Planning Keller 20.1% $191.3 million
49 Glass Wealth Management Co., LLC San Antonio 20.0% $125.1 million
50 Mills Wealth Advisors, LLC Southlake 19.9% $221.7 million
51 Granite Harbor Advisors, Inc. Houston 19.5% $263.2 million
52 Paragon Financial Advisors College Station 19.5% $428.6 million
53 Meristead Wealth, LLC Westlake 19.5% $529.8 million
54 Fisher Investments Plano 19.4% $159.6 billion
55 Requisite Capital Management LLC Dallas 19.2% $1.0 billion
56 Henry Bragg & Co. Houston 19.2% $194.7 million
57 Quadcap Wealth Management, LLC Frisco 19.1% $558.6 million
58 Haven Wealth Group Houston 19.1% $215.2 million
59 Post Oak Private Wealth Advisors Houston 19.0% $163.9 million
60 Arkos Global Advisors, LLC Houston 18.9% $486.0 million
61 Riverstone Advisors, LLC New Braunfels 18.9% $269.9 million
62 Heritage Retirement Advisors, LLC Colleyville 18.7% $149.0 million
63 Hartmann Taylor Wealth Management, LLC Dallas 18.6% $108.4 million
64 Apeiron Dallas 18.5% $364.0 million
65 Cypress Point Wealth Management, LLC Dallas 18.4% $629.7 million
66 1900 Wealth San Antonio 18.4% $1.3 billion
67 True North Advisors, LLC Dallas 18.3% $2.3 billion
68 Wisniewski Wealth Management Dallas 18.3% $114.9 million
69 Manske Wealth Management, LLC Houston 18.1% $308.0 million
70 Segment Wealth Management, LLC Houston 18.0% $902.8 million
71 Ascension Capital Advisors, Inc. Houston 18.0% $410.2 million
72 Penn Davis McFarland Inc Dallas 18.0% $596.4 million
73 Burford Brothers, Inc. Dallas 18.0% $192.6 million
74 True Financial Group Cedar Park 17.8% $180.0 million
75 Goalfusion Wealth Management Austin 17.6% $106.1 million
76 Capital Markets IQ, LLC Arlington 17.3% $257.3 million
77 Warwick Partners Bryan 17.2% $1.1 billion
78 Storehouse Financial LLC Fort Worth 17.2% $108.7 million
79 Maslow Wealth Advisors Austin 17.2% $1.3 billion
80 Boyce & Associates Wealth Consulting, Inc. Cedar Park 17.2% $110.8 million
81 Teamwork Financial Advisors, LLC San Antonio 16.9% $463.9 million
82 The Clarus Group Houston 16.9% $506.3 million
83 Smart Money Group, LLC Successor Eastland 16.6% $196.5 million
84 Sather Financial Group, Inc. Victoria 16.6% $1.1 billion
85 Austin Money Management Corporation Austin 16.6% $137.6 million
86 Astoria Strategic Wealth, Inc. New Braunfels 16.4% $225.8 million
87 Dovetail Wealth Management, LLC Taylor 16.2% $157.2 million
88 Lifestyle Asset Management, Inc. Friendswood 16.1% $271.3 million
89 SVRN Asset Management, LLC Austin 15.8% $111.3 million
90 Autumn Glory Partners, LLC Dallas 15.5% $364.5 million
91 Integrated Advisors Network LLC Dallas 15.2% $2.7 billion
92 Corps Capital Advisors, LLC Southlake 15.2% $133.3 million
93 TLWM Financial San Antonio 15.2% $298.7 million
94 Adell Harriman & Carpenter Houston 15.1% $1.0 billion
95 Crestmont Private Wealth LLC Boerne 15.1% $179.7 million
96 Asset Preservation Group Inc Grapevine 14.9% $160.1 million
97 Doliver Advisors, L.P. Houston 14.9% $358.6 million
98 JDM Financial Group LLC Austin 14.8% $176.8 million
99 Enzi Wealth Austin 14.8% $226.2 million
100 Ironbridge Private Wealth, LLC Austin 14.8% $190.7 million

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

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

More rankings

Fastest growing, 5 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.