# Largest independent RIAs by assets under management in Texas

As of October 2, 2026, Fisher Investments ranked #1 in Texas in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $386.7 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/texas/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Texas
- firms_listed: 100
- rows: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, state: TX, value: 386669724038, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107342/; rank: 2, crd: 134600, firm: United Capital Financial Advisors, city: Irving, state: TX, value: 24646765344, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134600/; rank: 3, crd: 106590, firm: Sarofim Trust Co, city: Houston, state: TX, value: 12959991253, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106590/; rank: 4, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, state: TX, value: 11878526853, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307956/; rank: 5, crd: 301354, firm: Americana Partners, LLC, city: Houston, state: TX, value: 9101689133, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301354/; rank: 6, crd: 145594, firm: Sendero Wealth Management, LLC, city: San Antonio, state: TX, value: 6508711754, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145594/; rank: 7, crd: 171991, firm: Integrated Advisors Network LLC, city: Dallas, state: TX, value: 5522561843, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171991/; rank: 8, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, state: TX, value: 5430907207, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152667/; rank: 9, crd: 116048, firm: True North Advisors, LLC, city: Dallas, state: TX, value: 5422653468, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116048/; rank: 10, crd: 326819, firm: Quotient Wealth Partners, LLC, city: Dallas, state: TX, value: 4913256631, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326819/; rank: 11, crd: 127186, firm: Avidian Wealth Solutions, city: Houston, state: TX, value: 4764235121, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127186/; rank: 12, crd: 140212, firm: Turtle Creek Trust, city: Dallas, state: TX, value: 4280497349, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140212/; rank: 13, crd: 122290, firm: Alamo Advisors, LP, city: San Antonio, state: TX, value: 3867222474, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122290/; rank: 14, crd: 157222, firm: Retirement Planners of America, city: Plano, state: TX, value: 3588670117, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157222/; rank: 15, crd: 164109, firm: Advisor Resource Council, city: Dallas, state: TX, value: 3486476414, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164109/; rank: 16, crd: 104592, firm: Chilton Capital Management LLC, city: Houston, state: TX, value: 3233678496, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104592/; rank: 17, crd: 175346, firm: 1900 Wealth, city: San Antonio, state: TX, value: 3071004999, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175346/; rank: 18, crd: 107548, firm: SFMG Wealth Advisors, city: Plano, state: TX, value: 2956970054, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107548/; rank: 19, crd: 305927, firm: Legacy Knight Mfo, LLC, city: Dallas, state: TX, value: 2846356708, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305927/; rank: 20, crd: 107722, firm: Maslow Wealth Advisors, city: Austin, state: TX, value: 2843260000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107722/; rank: 21, crd: 105335, firm: Paul Comstock Partners, city: Houston, state: TX, value: 2800211607, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105335/; rank: 22, crd: 323567, firm: Titleist Asset Management, LLC, city: San Antonio, state: TX, value: 2791946115, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323567/; rank: 23, crd: 322998, firm: Turtle Creek Wealth Advisors, LLC, city: Dallas, state: TX, value: 2757918120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322998/; rank: 24, crd: 319609, firm: Icon Wealth Partners, city: Houston, state: TX, value: 2577331139, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319609/; rank: 25, crd: 105951, firm: Warwick Partners, city: Bryan, state: TX, value: 2482202242, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105951/; rank: 26, crd: 156393, firm: Oxbow Advisors, LLC, city: Austin, state: TX, value: 2464526181, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156393/; rank: 27, crd: 283107, firm: Requisite Capital Management LLC, city: Dallas, state: TX, value: 2426032420, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283107/; rank: 28, crd: 107238, firm: Beaird Harris, city: Dallas, state: TX, value: 2272278072, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107238/; rank: 29, crd: 109344, firm: Sather Financial Group, Inc., city: Victoria, state: TX, value: 2267064012, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109344/; rank: 30, crd: 290289, firm: Root Financial Partners, city: Austin, state: TX, value: 2147774389, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290289/; rank: 31, crd: 322879, firm: Ascentis Independent Advisors, LLC, city: Dallas, state: TX, value: 2094861769, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322879/; rank: 32, crd: 107488, firm: Adell Harriman & Carpenter, city: Houston, state: TX, value: 2087058406, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107488/; rank: 33, crd: 164877, firm: Segment Wealth Management, LLC, city: Houston, state: TX, value: 2069231258, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164877/; rank: 34, crd: 291780, firm: Inscription Capital, LLC, city: Houston, state: TX, value: 2047681895, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291780/; rank: 35, crd: 108046, firm: Corda Investment Management, LLC, city: Houston, state: TX, value: 2000124067, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108046/; rank: 36, crd: 168733, firm: Balefire, LLC, city: Dallas, state: TX, value: 1988796480, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168733/; rank: 37, crd: 287600, firm: CFO4LIFE, city: Coppell, state: TX, value: 1935513212, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287600/; rank: 38, crd: 104732, firm: Terry McDaniel & Company, city: Austin, state: TX, value: 1921027445, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104732/; rank: 39, crd: 105441, firm: Austin Asset, city: Austin, state: TX, value: 1871758998, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105441/; rank: 40, crd: 119759, firm: Willis Johnson Wealth, city: Houston, state: TX, value: 1851891503, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119759/; rank: 41, crd: 150661, firm: RIA Advisors, city: Houston, state: TX, value: 1840574021, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150661/; rank: 42, crd: 130678, firm: View Capital RIA, LP, city: Dallas, state: TX, value: 1815837887, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130678/; rank: 43, crd: 105643, firm: Financial Synergies, city: Houston, state: TX, value: 1811303915, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105643/; rank: 44, crd: 315934, firm: GDS Wealth Management, city: Flower Mound, state: TX, value: 1808894448, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315934/; rank: 45, crd: 282609, firm: Meridian Wealth Advisors, LLC, city: Austin, state: TX, value: 1737910247, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282609/; rank: 46, crd: 105910, firm: Lee Financial Company, LLC, city: Dallas, state: TX, value: 1682470670, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105910/; rank: 47, crd: 150081, firm: Tailwind Advisors, city: Fort Worth, state: TX, value: 1674033000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150081/; rank: 48, crd: 107639, firm: Tanglewood Total Wealth Management, Inc., city: Houston, state: TX, value: 1590907786, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107639/; rank: 49, crd: 113091, firm: Summa Corp., city: The Woodlands, state: TX, value: 1586540509, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113091/; rank: 50, crd: 326006, firm: Astra Wealth Management Group, city: Plano, state: TX, value: 1567811529, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326006/; rank: 51, crd: 151671, firm: Per Stirling Capital Management, LLC, city: Austin, state: TX, value: 1566020358, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151671/; rank: 52, crd: 136667, firm: Annandale Capital, LLC, city: Dallas, state: TX, value: 1550202000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136667/; rank: 53, crd: 119174, firm: Wallace Capital Management, Inc., city: Dallas, state: TX, value: 1488904952, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119174/; rank: 54, crd: 143771, firm: Cypress Point Wealth Management, LLC, city: Dallas, state: TX, value: 1465685639, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143771/; rank: 55, crd: 319484, firm: 49 Financial, city: Austin, state: TX, value: 1402973572, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319484/; rank: 56, crd: 107978, firm: Howard Financial Services, Ltd., city: Dallas, state: TX, value: 1401802140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107978/; rank: 57, crd: 110417, firm: Penn Davis McFarland Inc, city: Dallas, state: TX, value: 1364461821, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110417/; rank: 58, crd: 171816, firm: Symphony Financial, Ltd. Co., city: Houston, state: TX, value: 1354847217, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171816/; rank: 59, crd: 151490, firm: Quadcap Wealth Management, LLC, city: Frisco, state: TX, value: 1340491684, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151490/; rank: 60, crd: 110270, firm: FMP Wealth Advisers, city: Austin, state: TX, value: 1340144068, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110270/; rank: 61, crd: 324943, firm: Victory Financial, city: Austin, state: TX, value: 1337530512, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324943/; rank: 62, crd: 114058, firm: Callahan Advisors, LLC, city: Houston, state: TX, value: 1327579088, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114058/; rank: 63, crd: 283027, firm: Rhame & Gorrell Wealth Management, city: The Woodlands, state: TX, value: 1323145303, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283027/; rank: 64, crd: 110038, firm: Beacon Financial Group, city: Dallas, state: TX, value: 1304179817, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110038/; rank: 65, crd: 282103, firm: Meristead Wealth, LLC, city: Westlake, state: TX, value: 1291272483, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282103/; rank: 66, crd: 333971, firm: Parkway Wealth Management Group, LLC, city: Plano, state: TX, value: 1221589261, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333971/; rank: 67, crd: 310277, firm: Childress Capital Advisors, LLC, city: Houston, state: TX, value: 1205051875, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310277/; rank: 68, crd: 173624, firm: Autumn Lane Advisors, LLC, city: Houston, state: TX, value: 1198858655, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173624/; rank: 69, crd: 145467, firm: Wpwealth LLP, city: Fort Worth, state: TX, value: 1167914964, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145467/; rank: 70, crd: 105008, firm: Academy Capital Management, city: Waco, state: TX, value: 1158602375, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105008/; rank: 71, crd: 287466, firm: Arkos Global Advisors, LLC, city: Houston, state: TX, value: 1154934615, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287466/; rank: 72, crd: 173293, firm: Oak Harvest Investment Services, city: Houston, state: TX, value: 1136761287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173293/; rank: 73, crd: 153635, firm: Insight Wealth Partners, city: Plano, state: TX, value: 1124216166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153635/; rank: 74, crd: 310163, firm: The Clarus Group, city: Houston, state: TX, value: 1103793878, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310163/; rank: 75, crd: 288817, firm: Integrity Advisory Solutions, city: Dallas, state: TX, value: 1103455772, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288817/; rank: 76, crd: 156549, firm: Coppell Advisory Solutions LLC, city: Dallas, state: TX, value: 1102901302, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156549/; rank: 77, crd: 165205, firm: Enclave Advisors, LLC, city: Austin, state: TX, value: 1100667000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165205/; rank: 78, crd: 117863, firm: Holt Capital Partners, L.P., city: Fort Worth, state: TX, value: 1090446328, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117863/; rank: 79, crd: 154127, firm: McGowan Group Asset Management, Inc., city: Dallas, state: TX, value: 1083076071, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154127/; rank: 80, crd: 172793, firm: Austin Wealth Management, LLC, city: Austin, state: TX, value: 1082954570, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172793/; rank: 81, crd: 324250, firm: Uptick Partners, LLC, city: Nacogdoches, state: TX, value: 1063169479, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324250/; rank: 82, crd: 148194, firm: Sequent Asset Management, LLC, city: Houston, state: TX, value: 1055825621, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148194/; rank: 83, crd: 143721, firm: Paragon Financial Advisors, city: College Station, state: TX, value: 1045227498, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143721/; rank: 84, crd: 107409, firm: Rogers Wealth Group, Inc., city: Fort Worth, state: TX, value: 1038059532, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107409/; rank: 85, crd: 107653, firm: Perryman Financial Advisory, Inc., city: Dallas, state: TX, value: 1024110000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107653/; rank: 86, crd: 165237, firm: Teamwork Financial Advisors, LLC, city: San Antonio, state: TX, value: 1013528875, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165237/; rank: 87, crd: 134242, firm: Avion Wealth, city: The Woodlands, state: TX, value: 984550948, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134242/; rank: 88, crd: 173563, firm: Bentoak Capital, city: Weatherford, state: TX, value: 969768698, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173563/; rank: 89, crd: 300403, firm: Intelligent Wealth Solutions LLC, city: Austin, state: TX, value: 961026206, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300403/; rank: 90, crd: 168333, firm: MBR Financial, city: Houston, state: TX, value: 956390510, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168333/; rank: 91, crd: 114614, firm: Disciplined Investors, L.L.C., city: Waco, state: TX, value: 941638408, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114614/; rank: 92, crd: 109518, firm: Ascension Capital Advisors, Inc., city: Houston, state: TX, value: 938510312, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109518/; rank: 93, crd: 305266, firm: Vaquero Private Wealth, Ltd., city: Dallas, state: TX, value: 928946791, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305266/; rank: 94, crd: 141849, firm: Strategic Financial Concepts, LLC, city: San Antonio, state: TX, value: 927710771, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141849/; rank: 95, crd: 173822, firm: Coyle Capital, LLC, city: Lakeway, state: TX, value: 925191253, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173822/; rank: 96, crd: 111610, firm: Keller Wealth Advisors, city: Victoria, state: TX, value: 923057391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111610/; rank: 97, crd: 114637, firm: Goodman Financial Corporation, city: Houston, state: TX, value: 915932762, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114637/; rank: 98, crd: 105638, firm: Briaud Financial Advisors, city: College Station, state: TX, value: 912788383, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105638/; rank: 99, crd: 112248, firm: Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services, city: Arlington, state: TX, value: 909320534, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112248/; rank: 100, crd: 109080, firm: Richard P. Slaughter Associates, Inc., city: Austin, state: TX, value: 905151221, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109080/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Texas](https://advisoriq.com/ria/states/texas/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/texas/

License: https://advisoriq.com/license/