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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.