# Independent RIAs with the most accounts in Texas

As of October 2, 2026, Fisher Investments ranked #1 in Texas in AdvisorIQ's ranking of independent RIAs with the most accounts, with 422,516.

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

## Facts

- ranking: Independent RIAs with the most accounts
- how_it_is_computed: Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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: count
- scope: Texas
- firms_listed: 100
- rows: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, state: TX, value: 422516, 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: 45106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134600/; rank: 3, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, state: TX, value: 15595, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307956/; rank: 4, crd: 157222, firm: Retirement Planners of America, city: Plano, state: TX, value: 13358, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157222/; rank: 5, crd: 171991, firm: Integrated Advisors Network LLC, city: Dallas, state: TX, value: 12957, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171991/; rank: 6, crd: 164109, firm: Advisor Resource Council, city: Dallas, state: TX, value: 11836, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164109/; rank: 7, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, state: TX, value: 10596, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152667/; rank: 8, crd: 319004, firm: Fundify Advisors LLC, city: Austin, state: TX, value: 9393, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319004/; rank: 9, crd: 156549, firm: Coppell Advisory Solutions LLC, city: Dallas, state: TX, value: 8848, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156549/; rank: 10, crd: 326819, firm: Quotient Wealth Partners, LLC, city: Dallas, state: TX, value: 8088, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326819/; rank: 11, crd: 322879, firm: Ascentis Independent Advisors, LLC, city: Dallas, state: TX, value: 7464, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322879/; rank: 12, crd: 127186, firm: Avidian Wealth Solutions, city: Houston, state: TX, value: 7256, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127186/; rank: 13, crd: 301354, firm: Americana Partners, LLC, city: Houston, state: TX, value: 6991, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301354/; rank: 14, crd: 324943, firm: Victory Financial, city: Austin, state: TX, value: 6805, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324943/; rank: 15, crd: 319484, firm: 49 Financial, city: Austin, state: TX, value: 6257, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319484/; rank: 16, crd: 323567, firm: Titleist Asset Management, LLC, city: San Antonio, state: TX, value: 5926, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323567/; rank: 17, crd: 116048, firm: True North Advisors, LLC, city: Dallas, state: TX, value: 5298, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116048/; rank: 18, crd: 154127, firm: McGowan Group Asset Management, Inc., city: Dallas, state: TX, value: 4773, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154127/; rank: 19, crd: 165237, firm: Teamwork Financial Advisors, LLC, city: San Antonio, state: TX, value: 4648, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165237/; rank: 20, crd: 333971, firm: Parkway Wealth Management Group, LLC, city: Plano, state: TX, value: 4399, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333971/; rank: 21, crd: 107548, firm: SFMG Wealth Advisors, city: Plano, state: TX, value: 4323, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107548/; rank: 22, crd: 171816, firm: Symphony Financial, Ltd. Co., city: Houston, state: TX, value: 4178, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171816/; rank: 23, crd: 319609, firm: Icon Wealth Partners, city: Houston, state: TX, value: 4150, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319609/; rank: 24, crd: 288817, firm: Integrity Advisory Solutions, city: Dallas, state: TX, value: 4143, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288817/; rank: 25, crd: 290289, firm: Root Financial Partners, city: Austin, state: TX, value: 4110, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290289/; rank: 26, crd: 315934, firm: GDS Wealth Management, city: Flower Mound, state: TX, value: 4052, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315934/; rank: 27, crd: 150661, firm: RIA Advisors, city: Houston, state: TX, value: 3969, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150661/; rank: 28, crd: 333587, firm: Alongside, LLC, city: Austin, state: TX, value: 3903, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333587/; rank: 29, crd: 284164, firm: Pax Financial Group, city: San Antonio, state: TX, value: 3900, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284164/; rank: 30, crd: 324250, firm: Uptick Partners, LLC, city: Nacogdoches, state: TX, value: 3886, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324250/; rank: 31, crd: 141849, firm: Strategic Financial Concepts, LLC, city: San Antonio, state: TX, value: 3824, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141849/; rank: 32, crd: 151671, firm: Per Stirling Capital Management, LLC, city: Austin, state: TX, value: 3766, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151671/; rank: 33, crd: 282103, firm: Meristead Wealth, LLC, city: Westlake, state: TX, value: 3714, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282103/; rank: 34, crd: 144560, firm: Reap Financial Group, LLC, city: Austin, state: TX, value: 3618, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144560/; rank: 35, crd: 107238, firm: Beaird Harris, city: Dallas, state: TX, value: 3331, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107238/; rank: 36, crd: 287600, firm: CFO4LIFE, city: Coppell, state: TX, value: 3279, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287600/; rank: 37, crd: 153635, firm: Insight Wealth Partners, city: Plano, state: TX, value: 3209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153635/; rank: 38, crd: 300403, firm: Intelligent Wealth Solutions LLC, city: Austin, state: TX, value: 3156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300403/; rank: 39, crd: 108046, firm: Corda Investment Management, LLC, city: Houston, state: TX, value: 3099, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108046/; rank: 40, crd: 316024, firm: Financial Gravity Family Office Services, LLC, city: Lakeway, state: TX, value: 3077, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316024/; rank: 41, crd: 172793, firm: Austin Wealth Management, LLC, city: Austin, state: TX, value: 3034, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172793/; rank: 42, crd: 173293, firm: Oak Harvest Investment Services, city: Houston, state: TX, value: 2927, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173293/; rank: 42, crd: 313051, firm: Main Street Retirement Planning, LLC, city: Coppell, state: TX, value: 2927, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313051/; rank: 44, crd: 107722, firm: Maslow Wealth Advisors, city: Austin, state: TX, value: 2905, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107722/; rank: 45, crd: 326006, firm: Astra Wealth Management Group, city: Plano, state: TX, value: 2843, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326006/; rank: 46, crd: 107488, firm: Adell Harriman & Carpenter, city: Houston, state: TX, value: 2825, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107488/; rank: 47, crd: 283027, firm: Rhame & Gorrell Wealth Management, city: The Woodlands, state: TX, value: 2822, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283027/; rank: 48, crd: 147350, firm: United Advisors America, city: Prosper, state: TX, value: 2809, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147350/; rank: 49, crd: 110270, firm: FMP Wealth Advisers, city: Austin, state: TX, value: 2806, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110270/; rank: 50, crd: 119759, firm: Willis Johnson Wealth, city: Houston, state: TX, value: 2742, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119759/; rank: 51, crd: 310635, firm: RWM Capital, LLC, city: Sugar Land, state: TX, value: 2731, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310635/; rank: 52, crd: 144351, firm: AWM Financial Services Inc., city: The Woodlands, state: TX, value: 2700, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144351/; rank: 53, crd: 143721, firm: Paragon Financial Advisors, city: College Station, state: TX, value: 2696, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143721/; rank: 54, crd: 317745, firm: TRANSCE3ND LLC, city: Buda, state: TX, value: 2619, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317745/; rank: 55, crd: 144008, firm: Financial Gravity Asset Management, Inc., city: Austin, state: TX, value: 2610, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144008/; rank: 56, crd: 291465, firm: Outlook Wealth Advisors, LLC, city: The Woodlands, state: TX, value: 2461, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291465/; rank: 57, crd: 105638, firm: Briaud Financial Advisors, city: College Station, state: TX, value: 2441, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105638/; rank: 58, crd: 289273, firm: Apeiron, city: Dallas, state: TX, value: 2387, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289273/; rank: 59, crd: 146852, firm: Archer Investment Management, city: Austin, state: TX, value: 2174, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146852/; rank: 60, crd: 158305, firm: TLWM Financial, city: San Antonio, state: TX, value: 2173, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158305/; rank: 61, crd: 104592, firm: Chilton Capital Management LLC, city: Houston, state: TX, value: 2166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104592/; rank: 62, crd: 110038, firm: Beacon Financial Group, city: Dallas, state: TX, value: 2152, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110038/; rank: 63, crd: 285850, firm: True Financial Group, city: Cedar Park, state: TX, value: 2148, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285850/; rank: 64, crd: 337595, firm: Clear Trail Advisors, LLC, city: Houston, state: TX, value: 2064, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337595/; rank: 65, crd: 173563, firm: Bentoak Capital, city: Weatherford, state: TX, value: 2039, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173563/; rank: 66, crd: 150264, firm: Wisniewski Wealth Management, city: Dallas, state: TX, value: 2011, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150264/; rank: 67, crd: 105441, firm: Austin Asset, city: Austin, state: TX, value: 1974, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105441/; rank: 67, crd: 151490, firm: Quadcap Wealth Management, LLC, city: Frisco, state: TX, value: 1974, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151490/; rank: 69, crd: 145594, firm: Sendero Wealth Management, LLC, city: San Antonio, state: TX, value: 1948, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145594/; rank: 70, crd: 281410, firm: Castleview Partners, LLC, city: Dallas, state: TX, value: 1894, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281410/; rank: 71, crd: 188524, firm: Sovereign Wealth Advisors LLC, city: Houston, state: TX, value: 1892, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/188524/; rank: 72, crd: 159251, firm: Mills Wealth Advisors, LLC, city: Southlake, state: TX, value: 1877, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159251/; rank: 73, crd: 168733, firm: Balefire, LLC, city: Dallas, state: TX, value: 1871, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168733/; rank: 74, crd: 311687, firm: Saxon Financial Group, city: Houston, state: TX, value: 1859, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311687/; rank: 75, crd: 157450, firm: Lifestyle Asset Management, Inc., city: Friendswood, state: TX, value: 1852, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157450/; rank: 76, crd: 164957, firm: Wealthstar Advisors, LLC, city: Plano, state: TX, value: 1825, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164957/; rank: 77, crd: 283776, firm: Prota Financial, city: Houston, state: TX, value: 1808, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283776/; rank: 78, crd: 310163, firm: The Clarus Group, city: Houston, state: TX, value: 1786, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310163/; rank: 79, crd: 156393, firm: Oxbow Advisors, LLC, city: Austin, state: TX, value: 1782, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156393/; rank: 80, crd: 297599, firm: Best Invest, city: San Antonio, state: TX, value: 1762, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297599/; rank: 81, crd: 288427, firm: Early McClintic & McMillan, LLC, city: Stafford, state: TX, value: 1750, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288427/; rank: 82, crd: 105910, firm: Lee Financial Company, LLC, city: Dallas, state: TX, value: 1745, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105910/; rank: 83, crd: 143543, firm: Bellatore Financial, Inc., city: The Woodlands, state: TX, value: 1731, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143543/; rank: 84, crd: 134242, firm: Avion Wealth, city: The Woodlands, state: TX, value: 1702, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134242/; rank: 85, crd: 142665, firm: Assetbuilder, Inc., city: Allen, state: TX, value: 1665, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142665/; rank: 86, crd: 336809, firm: Nexus One Financial Advisors LLC, city: Plano, state: TX, value: 1661, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336809/; rank: 87, crd: 133429, firm: Pioneer Wealth Management Group, city: Austin, state: TX, value: 1658, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133429/; rank: 87, crd: 294782, firm: William Madison Advisors, Inc., city: Abilene, state: TX, value: 1658, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294782/; rank: 89, crd: 166688, firm: SWMG, LLC, city: Fort Worth, state: TX, value: 1652, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166688/; rank: 90, crd: 114614, firm: Disciplined Investors, L.L.C., city: Waco, state: TX, value: 1632, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114614/; rank: 91, crd: 145467, firm: Wpwealth LLP, city: Fort Worth, state: TX, value: 1622, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145467/; rank: 92, crd: 305031, firm: Empower Wealth Management, city: Cedar Park, state: TX, value: 1599, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305031/; rank: 93, crd: 284187, firm: Smart Money Group, LLC, city: Eastland, state: TX, value: 1570, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/284187/; rank: 94, crd: 109080, firm: Richard P. Slaughter Associates, Inc., city: Austin, state: TX, value: 1564, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109080/; rank: 95, crd: 126266, firm: Wela Financial Advisory, city: San Antonio, state: TX, value: 1548, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126266/; rank: 96, crd: 282609, firm: Meridian Wealth Advisors, LLC, city: Austin, state: TX, value: 1539, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282609/; rank: 97, crd: 105951, firm: Warwick Partners, city: Bryan, state: TX, value: 1533, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105951/; rank: 98, crd: 168333, firm: MBR Financial, city: Houston, state: TX, value: 1516, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168333/; rank: 99, crd: 109344, firm: Sather Financial Group, Inc., city: Victoria, state: TX, value: 1506, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109344/; rank: 100, crd: 291780, firm: Inscription Capital, LLC, city: Houston, state: TX, value: 1504, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291780/

## 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

- [Independent RIAs with the most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [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/most-accounts/texas/

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