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AdvisorIQ

Ranking, Texas

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

As of October 2, 2026, Sarofim Trust Co ranked #1 in Texas in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 80.1%, from a base of $683.4 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 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 Banorte Asset Management, Inc. Broker-dealer affiliated Houston 44.0% $106.9 million
4 Summa Corp. The Woodlands 41.7% $277.4 million
5 Vaquero Private Wealth, Ltd. Dallas 41.1% $166.3 million
6 KDK Private Wealth Management Houston 39.9% $109.0 million
7 Austin Wealth Management, LLC Austin 39.4% $205.6 million
8 Americana Partners, LLC Houston 39.0% $1.8 billion
9 Monex Asset Management, Inc. Broker-dealer affiliated Houston 38.8% $126.4 million
10 The Sum The Woodlands 38.7% $107.5 million
11 Coyle Capital, LLC Lakeway 37.0% $191.5 million
12 Virtus Family Office El Paso 36.3% $154.8 million
13 Kestra Private Wealth Services, LLC Broker-dealer affiliated Austin 35.0% $3.0 billion
14 Bluespring Wealth Management, LLC Austin 33.7% $1.3 billion
15 Robertson Investment Management Houston 32.9% $128.8 million
16 Moss, Luse & Womble, LLC Plano 32.6% $195.6 million
17 Oak Harvest Investment Services Houston 29.8% $308.7 million
18 Secure Financial Management San Antonio 29.2% $110.9 million
19 Dash Investments Plano 28.9% $191.5 million
20 Aspen Wealth Management, LLC Fort Worth 28.7% $186.3 million
21 Financial Gravity Asset Management, Inc. Austin 28.5% $149.4 million
22 Pioneer Wealth Management Group Austin 28.3% $115.0 million
23 United Advisors America Prosper 28.2% $128.8 million
24 Empower Wealth Management Cedar Park 27.4% $104.1 million
25 Consilium Wealth Advisory, LLC Frisco 26.6% $143.1 million
26 Waterloo Capital Broker-dealer affiliated Austin 25.7% $719.2 million
27 Palogic Value Management, L.P. Dallas 25.6% $129.5 million
28 1836 Asset Management, LLC Garland 24.9% $127.2 million
29 Childress Capital Advisors, LLC Houston 24.7% $399.0 million
30 Symphony Financial, Ltd. Co. Houston 24.5% $453.0 million
31 Archer Investment Management Austin 24.2% $125.5 million
32 Guidestone Advisors Broker-dealer affiliated Dallas 24.2% $662.7 million
33 GBM Wealth Management, Inc. Broker-dealer affiliated Houston 24.2% $117.3 million
34 Rhame & Gorrell Wealth Management The Woodlands 24.0% $451.4 million
35 Trinity Portfolio Advisors, LLC Southlake 23.7% $183.3 million
36 Coppell Advisory Solutions LLC Dallas 23.6% $383.1 million
37 Penney Financial Houston 22.8% $108.8 million
38 Reap Financial Group, LLC Austin 22.5% $234.9 million
39 RFG Wealth Advisory Argyle 22.3% $173.9 million
40 Bentoak Capital Weatherford 22.2% $356.0 million
41 SWMG, LLC Fort Worth 22.1% $158.9 million
42 Oakwell Private Wealth Management Austin 21.9% $248.3 million
43 Sunbelt Securities Broker-dealer affiliated Houston 21.8% $984.5 million
44 Generational Wealth Advisors Richardson 21.7% $213.2 million
45 Sendero Wealth Management, LLC San Antonio 21.6% $2.5 billion
46 AWM Financial Services Inc. The Woodlands 21.5% $121.1 million
47 Schulz Wealth, Ltd. Mansfield 21.3% $167.0 million
48 Murphy & Sylvest Dallas 21.0% $163.8 million
49 Hub Investment Partners, LLC Austin 20.9% $4.6 billion
50 Roserock Wealth Management, LLC Dallas 20.8% $107.0 million
51 Willis Johnson Wealth Houston 20.7% $721.9 million
52 Tanglewood Legacy Advisors, LLC Houston 20.7% $315.5 million
53 Texas Capital Bank Private Wealth Advisors Broker-dealer affiliated Dallas 20.4% $1.7 billion
54 Corus Family Wealth Advisors, Inc. McKinney 20.3% $245.5 million
55 Disciplined Investors, L.L.C. Waco 20.2% $374.5 million
56 Keener Financial Planning Keller 20.1% $191.3 million
57 Glass Wealth Management Co., LLC San Antonio 20.0% $125.1 million
58 Momentum Independent Network Inc. Broker-dealer affiliated Dallas 20.0% $647.5 million
59 Mills Wealth Advisors, LLC Southlake 19.9% $221.7 million
60 Intrua Financial Broker-dealer affiliated Houston 19.8% $707.8 million
61 Granite Harbor Advisors, Inc. Houston 19.5% $263.2 million
62 Paragon Financial Advisors College Station 19.5% $428.6 million
63 Meristead Wealth, LLC Westlake 19.5% $529.8 million
64 Fisher Investments Plano 19.4% $159.6 billion
65 Requisite Capital Management LLC Dallas 19.2% $1.0 billion
66 Henry Bragg & Co. Houston 19.2% $194.7 million
67 Quadcap Wealth Management, LLC Frisco 19.1% $558.6 million
68 Haven Wealth Group Houston 19.1% $215.2 million
69 Post Oak Private Wealth Advisors Houston 19.0% $163.9 million
70 Arkos Global Advisors, LLC Houston 18.9% $486.0 million
71 Riverstone Advisors, LLC New Braunfels 18.9% $269.9 million
72 Alterna Wealth Management, Inc. Broker-dealer affiliated Houston 18.8% $591.6 million
73 Heritage Retirement Advisors, LLC Colleyville 18.7% $149.0 million
74 Hartmann Taylor Wealth Management, LLC Dallas 18.6% $108.4 million
75 Level Four Advisory Services Broker-dealer affiliated Dallas 18.6% $2.8 billion
76 Apeiron Dallas 18.5% $364.0 million
77 Cypress Point Wealth Management, LLC Dallas 18.4% $629.7 million
78 1900 Wealth San Antonio 18.4% $1.3 billion
79 True North Advisors, LLC Dallas 18.3% $2.3 billion
80 Wisniewski Wealth Management Dallas 18.3% $114.9 million
81 Cain, Watters & Associates, LLC Broker-dealer affiliated Frisco 18.2% $2.2 billion
82 Manske Wealth Management, LLC Houston 18.1% $308.0 million
83 Kestra Advisory Services, LLC Broker-dealer affiliated Austin 18.1% $34.8 billion
84 Segment Wealth Management, LLC Houston 18.0% $902.8 million
85 Ascension Capital Advisors, Inc. Houston 18.0% $410.2 million
86 Penn Davis McFarland Inc Dallas 18.0% $596.4 million
87 Burford Brothers, Inc. Dallas 18.0% $192.6 million
88 True Financial Group Cedar Park 17.8% $180.0 million
89 Goalfusion Wealth Management Austin 17.6% $106.1 million
90 Capital Markets IQ, LLC Arlington 17.3% $257.3 million
91 Warwick Partners Bryan 17.2% $1.1 billion
92 Storehouse Financial LLC Fort Worth 17.2% $108.7 million
93 Maslow Wealth Advisors Austin 17.2% $1.3 billion
94 Boyce & Associates Wealth Consulting, Inc. Cedar Park 17.2% $110.8 million
95 Teamwork Financial Advisors, LLC San Antonio 16.9% $463.9 million
96 The Clarus Group Houston 16.9% $506.3 million
97 Smart Money Group, LLC Successor Eastland 16.6% $196.5 million
98 Sather Financial Group, Inc. Victoria 16.6% $1.1 billion
99 Austin Money Management Corporation Austin 16.6% $137.6 million
100 Prospera Financial Services, Inc. Broker-dealer affiliated Dallas 16.5% $6.7 billion

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.