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AdvisorIQ

Ranking, Texas

Fastest-growing wealth firms over one year, including broker-dealer firms in Texas

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

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

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 Banorte Asset Management, Inc. Broker-dealer affiliated Houston 96.3% $336.9 million
12 Robertson Investment Management Houston 95.6% $273.1 million
13 Victory Financial Austin 94.5% $687.6 million
14 Peltoma Capital Partners Austin 94.1% $108.8 million
15 Root Financial Partners Austin 94.1% $1.1 billion
16 Legacy Knight Mfo, LLC Dallas 89.3% $1.5 billion
17 Revere Asset Allen 88.2% $216.8 million
18 Corps Capital Advisors, LLC Southlake 82.9% $147.8 million
19 Empower Wealth Management Cedar Park 74.5% $200.2 million
20 Monex Asset Management, Inc. Broker-dealer affiliated Houston 68.5% $386.3 million
21 SK Advisor Network, LLC Plano 64.4% $165.2 million
22 Riverstone Advisors, LLC New Braunfels 64.3% $390.2 million
23 Lexington Hill Partners, LLC Dallas 63.1% $170.7 million
24 Brindle & Bay Financial Advisors, LLC Frisco 61.9% $114.2 million
25 Peak American Investment Advisors, Inc. Plano 61.4% $100.4 million
26 Turtle Creek Wealth Advisors, LLC Dallas 61.1% $1.7 billion
27 49 Financial Austin 61.0% $871.4 million
28 Balefire, LLC Dallas 60.8% $1.2 billion
29 GBM Wealth Management, Inc. Broker-dealer affiliated Houston 59.1% $217.7 million
30 Diamond Client Group, LLC The Woodlands 58.4% $117.3 million
31 Brownlee Wealth Management Houston 57.3% $295.8 million
32 Overridge Wealth Advisors Fort Worth 54.6% $238.2 million
33 Uptick Partners, LLC Nacogdoches 54.5% $688.1 million
34 Intelligent Wealth Solutions LLC Austin 52.0% $632.4 million
35 Carroll Advisory Group Texarkana 49.8% $227.6 million
36 Americana Partners, LLC Houston 49.6% $6.1 billion
37 Provision Asset, LLC Little Elm 49.5% $100.8 million
38 Consilium Wealth Advisory, LLC Frisco 49.1% $312.6 million
39 Ascension Capital Advisors, Inc. Houston 48.0% $634.3 million
40 Prospera Financial Services, Inc. Broker-dealer affiliated Dallas 46.6% $9.8 billion
41 Entrewealth Austin 46.6% $222.6 million
42 Pioneer Wealth Management Group Austin 45.9% $273.7 million
43 Childress Capital Advisors, LLC Houston 45.9% $826.2 million
44 Generational Wealth Advisors Richardson 44.9% $392.5 million
45 Avid Wealth Partners, LLC San Antonio 44.9% $206.1 million
46 Oakwell Private Wealth Management Austin 44.6% $461.9 million
47 Intrua Financial Broker-dealer affiliated Houston 44.1% $1.2 billion
48 Tanglewood Legacy Advisors, LLC Houston 43.9% $562.1 million
49 Rhame & Gorrell Wealth Management The Woodlands 43.6% $921.4 million
50 Ascentis Wealth Management, LLC Dallas 43.3% $415.8 million
51 United Capital Financial Advisors Irving 43.2% $17.2 billion
52 Lifestyle Asset Management, Inc. Friendswood 43.1% $399.2 million
53 Bona Fide Wealth Austin 41.9% $101.6 million
54 Austin Wealth Management, LLC Austin 41.3% $766.4 million
55 GDS Wealth Management Flower Mound 41.1% $1.3 billion
56 Legacy Capital The Woodlands 41.0% $193.9 million
57 Steadtrust Allen 40.8% $438.9 million
58 Brazos Wealth Advisors LLC Fort Worth 40.4% $130.8 million
59 Centennial Advisors, LLC Austin 39.8% $169.8 million
60 Quotient Wealth Partners, LLC Dallas 38.8% $3.5 billion
61 Post Oak Private Wealth Advisors Houston 38.6% $282.0 million
62 Alteris Capital Partners, LLC Houston 37.9% $101.2 million
63 RWM Capital, LLC Sugar Land 37.8% $161.4 million
64 Atx Financial Planning, LLC Austin 37.8% $126.5 million
65 Maslow Wealth Advisors Austin 37.7% $2.1 billion
66 AWM Financial Services Inc. The Woodlands 37.2% $233.7 million
67 Henry Bragg & Co. Houston 37.0% $342.2 million
68 Cypress Point Wealth Management, LLC Dallas 36.6% $1.1 billion
69 Ankerstar Wealth, LLC Leander 35.8% $107.6 million
70 1900 Wealth San Antonio 35.4% $2.3 billion
71 Hampton Rock Wealth Management Austin 35.3% $142.1 million
72 Autumn Glory Partners, LLC Dallas 35.2% $552.9 million
73 Titleist Asset Management, LLC San Antonio 35.1% $2.1 billion
74 Moss, Luse & Womble, LLC Plano 34.9% $595.2 million
75 The Sum The Woodlands 34.7% $409.5 million
76 SWMG, LLC Fort Worth 34.5% $320.1 million
77 Waterloo Capital Broker-dealer affiliated Austin 34.1% $1.7 billion
78 Disciplined Investors, L.L.C. Waco 34.0% $702.5 million
79 Purewater Capital, LLC Fort Worth 33.9% $111.6 million
80 Virtus Family Office El Paso 33.8% $543.1 million
81 Cam Investor Solutions Austin 33.4% $116.5 million
82 Waterford Capital Investment Advisory Services LLC Broker-dealer affiliated Addison 33.3% $171.4 million
83 Kestra Advisory Services, LLC Broker-dealer affiliated Austin 32.6% $60.2 billion
84 Hub Investment Partners, LLC Austin 32.3% $9.0 billion
85 Keener Financial Planning Keller 32.0% $362.8 million
86 Kestra Private Wealth Services, LLC Broker-dealer affiliated Austin 31.7% $10.2 billion
87 Brookline Wealth, LLC Austin 31.7% $113.1 million
88 Rydar Equities, Inc. Weatherford 31.6% $150.0 million
89 Inscription Capital, LLC Houston 31.6% $1.6 billion
90 Hartmann Taylor Wealth Management, LLC Dallas 31.0% $194.4 million
91 994 Group Austin 31.0% $186.8 million
92 Smith & Wyatt College Station 30.8% $158.6 million
93 Sunbelt Securities Broker-dealer affiliated Houston 30.4% $2.0 billion
94 Willis Johnson Wealth Houston 30.4% $1.4 billion
95 McElhenny Sheffield Capital Management, LLC Dallas 30.4% $508.7 million
96 Gallagher Capital Advisors, LLC Argyle 29.9% $202.6 million
97 Fisher Investments Plano 29.4% $298.7 billion
98 Haven Wealth Group Houston 29.4% $397.8 million
99 Aspen Wealth Management, LLC Fort Worth 29.1% $509.6 million
100 Seaborn Financial, LLC Austin 29.0% $117.3 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.