IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Texas

Largest wealth firms by assets under management, including broker-dealer firms in Texas

As of October 2, 2026, Fisher Investments ranked #1 in Texas in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $386.7 billion.

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

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Fisher Investments Plano $386.7 billion
2 Kestra Advisory Services, LLC Broker-dealer affiliated Austin $79.8 billion
3 Valic Financial Advisors, Inc. Broker-dealer affiliated Houston $29.2 billion
4 United Capital Financial Advisors Irving $24.6 billion
5 First Command Advisory Services Broker-dealer affiliated Fort Worth $24.4 billion
6 Prospera Financial Services, Inc. Broker-dealer affiliated Dallas $14.4 billion
7 Kestra Private Wealth Services, LLC Broker-dealer affiliated Austin $13.5 billion
8 Sarofim Trust Co Houston $13.0 billion
9 Hub Investment Partners, LLC Austin $11.9 billion
10 Americana Partners, LLC Houston $9.1 billion
11 Level Four Advisory Services Broker-dealer affiliated Dallas $6.5 billion
12 Sendero Wealth Management, LLC San Antonio $6.5 billion
13 Integrated Advisors Network LLC Dallas $5.5 billion
14 Bluespring Wealth Management, LLC Austin $5.4 billion
15 True North Advisors, LLC Dallas $5.4 billion
16 Linscomb Wealth, Inc. Broker-dealer affiliated Houston $5.2 billion
17 Cain, Watters & Associates, LLC Broker-dealer affiliated Frisco $5.0 billion
18 Quotient Wealth Partners, LLC Dallas $4.9 billion
19 Avidian Wealth Solutions Houston $4.8 billion
20 Turtle Creek Trust Dallas $4.3 billion
21 Texas Capital Bank Private Wealth Advisors Broker-dealer affiliated Dallas $4.2 billion
22 Alamo Advisors, LP San Antonio $3.9 billion
23 Frost Investment Services Broker-dealer affiliated San Antonio $3.7 billion
24 Retirement Planners of America Plano $3.6 billion
25 Advisor Resource Council Dallas $3.5 billion
26 Chilton Capital Management LLC Houston $3.2 billion
27 1900 Wealth San Antonio $3.1 billion
28 SFMG Wealth Advisors Plano $3.0 billion
29 Legacy Knight Mfo, LLC Dallas $2.8 billion
30 Maslow Wealth Advisors Austin $2.8 billion
31 Paul Comstock Partners Houston $2.8 billion
32 Titleist Asset Management, LLC San Antonio $2.8 billion
33 Turtle Creek Wealth Advisors, LLC Dallas $2.8 billion
34 Sunbelt Securities Broker-dealer affiliated Houston $2.6 billion
35 Icon Wealth Partners Houston $2.6 billion
36 Hilltop Securities Inc. Broker-dealer affiliated Dallas $2.5 billion
37 Warwick Partners Bryan $2.5 billion
38 Oxbow Advisors, LLC Austin $2.5 billion
39 Requisite Capital Management LLC Dallas $2.4 billion
40 Beaird Harris Dallas $2.3 billion
41 Sather Financial Group, Inc. Victoria $2.3 billion
42 Waterloo Capital Broker-dealer affiliated Austin $2.3 billion
43 Root Financial Partners Austin $2.1 billion
44 Ascentis Independent Advisors, LLC Dallas $2.1 billion
45 Adell Harriman & Carpenter Houston $2.1 billion
46 Segment Wealth Management, LLC Houston $2.1 billion
47 Inscription Capital, LLC Houston $2.0 billion
48 Corda Investment Management, LLC Houston $2.0 billion
49 Balefire, LLC Dallas $2.0 billion
50 Guidestone Advisors Broker-dealer affiliated Dallas $2.0 billion
51 CFO4LIFE Coppell $1.9 billion
52 Terry McDaniel & Company Austin $1.9 billion
53 Austin Asset Austin $1.9 billion
54 Willis Johnson Wealth Houston $1.9 billion
55 RIA Advisors Houston $1.8 billion
56 View Capital RIA, LP Dallas $1.8 billion
57 Financial Synergies Houston $1.8 billion
58 GDS Wealth Management Flower Mound $1.8 billion
59 Intrua Financial Broker-dealer affiliated Houston $1.7 billion
60 Meridian Wealth Advisors, LLC Austin $1.7 billion
61 Lee Financial Company, LLC Dallas $1.7 billion
62 Tailwind Advisors Fort Worth $1.7 billion
63 Momentum Independent Network Inc. Broker-dealer affiliated Dallas $1.6 billion
64 Tanglewood Total Wealth Management, Inc. Houston $1.6 billion
65 Summa Corp. The Woodlands $1.6 billion
66 Astra Wealth Management Group Plano $1.6 billion
67 Per Stirling Capital Management, LLC Austin $1.6 billion
68 Annandale Capital, LLC Dallas $1.6 billion
69 Wallace Capital Management, Inc. Dallas $1.5 billion
70 Cypress Point Wealth Management, LLC Dallas $1.5 billion
71 49 Financial Austin $1.4 billion
72 Howard Financial Services, Ltd. Dallas $1.4 billion
73 Alterna Wealth Management, Inc. Broker-dealer affiliated Houston $1.4 billion
74 Penn Davis McFarland Inc Dallas $1.4 billion
75 Symphony Financial, Ltd. Co. Houston $1.4 billion
76 Quadcap Wealth Management, LLC Frisco $1.3 billion
77 FMP Wealth Advisers Austin $1.3 billion
78 Victory Financial Austin $1.3 billion
79 Callahan Advisors, LLC Houston $1.3 billion
80 Rhame & Gorrell Wealth Management The Woodlands $1.3 billion
81 Beacon Financial Group Dallas $1.3 billion
82 Meristead Wealth, LLC Westlake $1.3 billion
83 Parkway Wealth Management Group, LLC Plano $1.2 billion
84 Childress Capital Advisors, LLC Houston $1.2 billion
85 Autumn Lane Advisors, LLC Houston $1.2 billion
86 Wpwealth LLP Fort Worth $1.2 billion
87 Academy Capital Management Waco $1.2 billion
88 Arkos Global Advisors, LLC Houston $1.2 billion
89 Oak Harvest Investment Services Houston $1.1 billion
90 Insight Wealth Partners Plano $1.1 billion
91 The Clarus Group Houston $1.1 billion
92 Integrity Advisory Solutions Dallas $1.1 billion
93 Coppell Advisory Solutions LLC Dallas $1.1 billion
94 Enclave Advisors, LLC Austin $1.1 billion
95 Holt Capital Partners, L.P. Fort Worth $1.1 billion
96 McGowan Group Asset Management, Inc. Dallas $1.1 billion
97 Austin Wealth Management, LLC Austin $1.1 billion
98 Uptick Partners, LLC Nacogdoches $1.1 billion
99 Sequent Asset Management, LLC Houston $1.1 billion
100 Paragon Financial Advisors College Station $1.0 billion

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

More rankings

Largest 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.