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For asset managers
AdvisorIQ

Ranking, Texas

Fastest-growing independent RIAs over one year in Texas

As of October 2, 2026, Bluespring Wealth Management, LLC ranked #1 in Texas in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 264.8%, from a base of $1.5 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Bluespring Wealth Management, LLC Austin 264.8% $1.5 billion
2 Summa Corp. The Woodlands 245.7% $458.9 million
3 Endeavor Advisors, LLC The Woodlands 216.3% $176.9 million
4 Ascentis Independent Advisors, LLC Dallas 137.9% $880.4 million
5 Black Knight Wealth Management, LLC Frisco 124.7% $240.0 million
6 Integrity Advisory Solutions Dallas 115.4% $512.3 million
7 Outrunner Capital, LLC Austin 113.7% $233.2 million
8 NFWM Plano 108.9% $149.3 million
9 Nolet Wealth Management, LLC Fort Worth 107.0% $131.7 million
10 Lonestar Registered Investment Advisors, LLC Lubbock 104.7% $164.2 million
11 Robertson Investment Management Houston 95.6% $273.1 million
12 Victory Financial Austin 94.5% $687.6 million
13 Peltoma Capital Partners Austin 94.1% $108.8 million
14 Root Financial Partners Austin 94.1% $1.1 billion
15 Legacy Knight Mfo, LLC Dallas 89.3% $1.5 billion
16 Revere Asset Allen 88.2% $216.8 million
17 Corps Capital Advisors, LLC Southlake 82.9% $147.8 million
18 Empower Wealth Management Cedar Park 74.5% $200.2 million
19 SK Advisor Network, LLC Plano 64.4% $165.2 million
20 Riverstone Advisors, LLC New Braunfels 64.3% $390.2 million
21 Lexington Hill Partners, LLC Dallas 63.1% $170.7 million
22 Brindle & Bay Financial Advisors, LLC Frisco 61.9% $114.2 million
23 Peak American Investment Advisors, Inc. Plano 61.4% $100.4 million
24 Turtle Creek Wealth Advisors, LLC Dallas 61.1% $1.7 billion
25 49 Financial Austin 61.0% $871.4 million
26 Balefire, LLC Dallas 60.8% $1.2 billion
27 Diamond Client Group, LLC The Woodlands 58.4% $117.3 million
28 Brownlee Wealth Management Houston 57.3% $295.8 million
29 Overridge Wealth Advisors Fort Worth 54.6% $238.2 million
30 Uptick Partners, LLC Nacogdoches 54.5% $688.1 million
31 Intelligent Wealth Solutions LLC Austin 52.0% $632.4 million
32 Carroll Advisory Group Texarkana 49.8% $227.6 million
33 Americana Partners, LLC Houston 49.6% $6.1 billion
34 Provision Asset, LLC Little Elm 49.5% $100.8 million
35 Consilium Wealth Advisory, LLC Frisco 49.1% $312.6 million
36 Ascension Capital Advisors, Inc. Houston 48.0% $634.3 million
37 Entrewealth Austin 46.6% $222.6 million
38 Pioneer Wealth Management Group Austin 45.9% $273.7 million
39 Childress Capital Advisors, LLC Houston 45.9% $826.2 million
40 Generational Wealth Advisors Richardson 44.9% $392.5 million
41 Avid Wealth Partners, LLC San Antonio 44.9% $206.1 million
42 Oakwell Private Wealth Management Austin 44.6% $461.9 million
43 Tanglewood Legacy Advisors, LLC Houston 43.9% $562.1 million
44 Rhame & Gorrell Wealth Management The Woodlands 43.6% $921.4 million
45 Ascentis Wealth Management, LLC Dallas 43.3% $415.8 million
46 United Capital Financial Advisors Irving 43.2% $17.2 billion
47 Lifestyle Asset Management, Inc. Friendswood 43.1% $399.2 million
48 Bona Fide Wealth Austin 41.9% $101.6 million
49 Austin Wealth Management, LLC Austin 41.3% $766.4 million
50 GDS Wealth Management Flower Mound 41.1% $1.3 billion
51 Legacy Capital The Woodlands 41.0% $193.9 million
52 Steadtrust Allen 40.8% $438.9 million
53 Brazos Wealth Advisors LLC Fort Worth 40.4% $130.8 million
54 Centennial Advisors, LLC Austin 39.8% $169.8 million
55 Quotient Wealth Partners, LLC Dallas 38.8% $3.5 billion
56 Post Oak Private Wealth Advisors Houston 38.6% $282.0 million
57 Alteris Capital Partners, LLC Houston 37.9% $101.2 million
58 RWM Capital, LLC Sugar Land 37.8% $161.4 million
59 Atx Financial Planning, LLC Austin 37.8% $126.5 million
60 Maslow Wealth Advisors Austin 37.7% $2.1 billion
61 AWM Financial Services Inc. The Woodlands 37.2% $233.7 million
62 Henry Bragg & Co. Houston 37.0% $342.2 million
63 Cypress Point Wealth Management, LLC Dallas 36.6% $1.1 billion
64 Ankerstar Wealth, LLC Leander 35.8% $107.6 million
65 1900 Wealth San Antonio 35.4% $2.3 billion
66 Hampton Rock Wealth Management Austin 35.3% $142.1 million
67 Autumn Glory Partners, LLC Dallas 35.2% $552.9 million
68 Titleist Asset Management, LLC San Antonio 35.1% $2.1 billion
69 Moss, Luse & Womble, LLC Plano 34.9% $595.2 million
70 The Sum The Woodlands 34.7% $409.5 million
71 SWMG, LLC Fort Worth 34.5% $320.1 million
72 Disciplined Investors, L.L.C. Waco 34.0% $702.5 million
73 Purewater Capital, LLC Fort Worth 33.9% $111.6 million
74 Virtus Family Office El Paso 33.8% $543.1 million
75 Cam Investor Solutions Austin 33.4% $116.5 million
76 Hub Investment Partners, LLC Austin 32.3% $9.0 billion
77 Keener Financial Planning Keller 32.0% $362.8 million
78 Brookline Wealth, LLC Austin 31.7% $113.1 million
79 Rydar Equities, Inc. Weatherford 31.6% $150.0 million
80 Inscription Capital, LLC Houston 31.6% $1.6 billion
81 Hartmann Taylor Wealth Management, LLC Dallas 31.0% $194.4 million
82 994 Group Austin 31.0% $186.8 million
83 Smith & Wyatt College Station 30.8% $158.6 million
84 Willis Johnson Wealth Houston 30.4% $1.4 billion
85 McElhenny Sheffield Capital Management, LLC Dallas 30.4% $508.7 million
86 Gallagher Capital Advisors, LLC Argyle 29.9% $202.6 million
87 Fisher Investments Plano 29.4% $298.7 billion
88 Haven Wealth Group Houston 29.4% $397.8 million
89 Aspen Wealth Management, LLC Fort Worth 29.1% $509.6 million
90 Seaborn Financial, LLC Austin 29.0% $117.3 million
91 Perryman Financial Advisory, Inc. Dallas 28.6% $796.3 million
92 Penney Financial Houston 28.6% $236.1 million
93 Hourglass Capital, LLC Houston 28.5% $598.5 million
94 RFG Wealth Advisory Argyle 28.4% $371.3 million
95 Black Barn Financial, LLC Austin 28.3% $128.3 million
96 Precedent Wealth Partners, LLC Houston 27.9% $535.6 million
97 Roserock Wealth Management, LLC Dallas 27.8% $215.2 million
98 Secure Financial Management San Antonio 27.4% $313.7 million
99 Reap Financial Group, LLC Austin 27.1% $510.2 million
100 Watercolor Financial Austin 27.0% $184.8 million

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

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Fastest growing 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.