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RIA directory Rankings Most advisory staff Texas
Ranking, Texas
Independent RIAs with the most advisory staff in Texas
As of October 2, 2026, Fisher Investments ranked #1 in Texas in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 1,948.
Include wirehouses and broker-dealer firms
Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.
Independent RIAs with the most advisory staff in Texas
Rank
Firm
City
Most advisory staff
1
Fisher Investments
Plano
1,948
2
United Capital Financial Advisors
Irving
162
3
49 Financial
Austin
128
4
Integrity Advisory Solutions
Dallas
108
5
Hub Investment Partners, LLC
Austin
103
6
Integrated Advisors Network LLC
Dallas
80
7
Coppell Advisory Solutions LLC
Dallas
77
8
Advisor Resource Council
Dallas
70
9
Root Financial Partners
Austin
59
10
Bluespring Wealth Management, LLC
Austin
47
10
Victory Financial
Austin
47
12
TRANSCE3ND LLC
Buda
42
13
Strategic Financial Concepts, LLC
San Antonio
41
14
Ascentis Independent Advisors, LLC
Dallas
39
15
Balefire, LLC
Dallas
38
16
Avidian Wealth Solutions
Houston
36
17
Sovereign Wealth Advisors LLC
Houston
35
18
Americana Partners, LLC
Houston
34
19
True North Advisors, LLC
Dallas
31
20
Per Stirling Capital Management, LLC
Austin
30
21
Quotient Wealth Partners, LLC
Dallas
29
22
Corda Investment Management, LLC
Houston
26
22
Retirement Planners of America
Plano
26
24
Westpark Wealth Advisors, Inc.
Houston
25
24
Titleist Asset Management, LLC
San Antonio
25
24
Uptick Partners, LLC
Nacogdoches
25
27
United Advisors America
Prosper
24
28
Symphony Financial, Ltd. Co.
Houston
23
29
Lee Financial Company, LLC
Dallas
22
29
Sarofim Trust Co
Houston
22
29
GDS Wealth Management
Flower Mound
22
32
Willis Johnson Wealth
Houston
21
32
Moss, Luse & Womble, LLC
Plano
21
32
RWM Capital, LLC
Sugar Land
21
32
Leo Wealth Americas, LLC
Hurst
21
36
Capital Markets IQ, LLC
Arlington
20
36
1900 Wealth
San Antonio
20
36
Turtle Creek Wealth Advisors, LLC
Dallas
20
39
Amicus Financial Advisors, LLC
Lubbock
19
39
Sendero Wealth Management, LLC
San Antonio
19
39
Oak Harvest Investment Services
Houston
19
39
Bentoak Capital
Weatherford
19
43
Howard Financial Services, Ltd.
Dallas
18
43
Wpwealth LLP
Fort Worth
18
43
Quadcap Wealth Management, LLC
Frisco
18
46
Chilton Capital Management LLC
Houston
17
46
RIA Advisors
Houston
17
48
Financial Synergies
Houston
16
48
SFMG Wealth Advisors
Plano
16
48
Maslow Wealth Advisors
Austin
16
48
Goodman Financial Corporation
Houston
16
48
Insight Wealth Partners
Plano
16
48
Mosaic Advisors
Houston
16
48
Financial Gravity Family Office Services, LLC
Lakeway
16
48
Parkway Wealth Management Group, LLC
Plano
16
56
Legacy Knight Mfo, LLC
Dallas
15
56
Saxon Financial Group
Houston
15
56
Icon Wealth Partners
Houston
15
59
Paragon Financial Advisors
College Station
14
59
Meristead Wealth, LLC
Westlake
14
59
CFO4LIFE
Coppell
14
59
Inscription Capital, LLC
Houston
14
63
Austin Asset
Austin
13
63
Beaird Harris
Dallas
13
63
Lonestar Registered Investment Advisors, LLC
Lubbock
13
63
Lifestyle Asset Management, Inc.
Friendswood
13
63
Tradeway
Mexia
13
63
Prota Financial
Houston
13
63
Abundo Wealth
Houston
13
63
Lemnis Capital
Richardson
13
71
Richard P. Slaughter Associates, Inc.
Austin
12
71
FMP Wealth Advisers
Austin
12
71
Century Management Financial Advisors
Austin
12
71
Castleview Partners, LLC
Dallas
12
71
Rhame & Gorrell Wealth Management
The Woodlands
12
71
Skybound Wealth USA
Houston
12
71
Tip Group LLC
Houston
12
71
Astra Wealth Management Group
Plano
12
79
Paul Comstock Partners
Houston
11
79
Fca Corp
Houston
11
79
Carter Advisory Services, Inc
Dallas
11
79
View Capital RIA, LP
Dallas
11
79
Generational Wealth Advisors
Richardson
11
79
Teamwork Financial Advisors, LLC
San Antonio
11
79
Austin Wealth Management, LLC
Austin
11
79
Pax Financial Group
San Antonio
11
79
Arkos Global Advisors, LLC
Houston
11
79
Apeiron
Dallas
11
79
Broadway Wealth Solutions
San Antonio
11
79
Diamond Client Group, LLC
The Woodlands
11
91
Tanglewood Total Wealth Management, Inc.
Houston
10
91
Robertson Investment Management
Houston
10
91
Peak American Investment Advisors, Inc.
Plano
10
91
Keener Financial Planning
Keller
10
91
Brasada Capital Management, LP
Houston
10
91
Oxbow Advisors, LLC
Austin
10
91
Aspen Creek Wealth Management, LLC
Southlake
10
91
The Sum
The Woodlands
10
91
Black Knight Wealth Management, LLC
Frisco
10
91
Entrewealth
Austin
10
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Most advisory staff 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 .