# 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.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Texas
- firms_listed: 100
- rows: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, state: TX, value: 1948, 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: 162, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134600/; rank: 3, crd: 319484, firm: 49 Financial, city: Austin, state: TX, value: 128, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319484/; rank: 4, crd: 288817, firm: Integrity Advisory Solutions, city: Dallas, state: TX, value: 108, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288817/; rank: 5, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, state: TX, value: 103, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307956/; rank: 6, crd: 171991, firm: Integrated Advisors Network LLC, city: Dallas, state: TX, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171991/; rank: 7, crd: 156549, firm: Coppell Advisory Solutions LLC, city: Dallas, state: TX, value: 77, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156549/; rank: 8, crd: 164109, firm: Advisor Resource Council, city: Dallas, state: TX, value: 70, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164109/; rank: 9, crd: 290289, firm: Root Financial Partners, city: Austin, state: TX, value: 59, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290289/; rank: 10, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, state: TX, value: 47, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152667/; rank: 10, crd: 324943, firm: Victory Financial, city: Austin, state: TX, value: 47, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324943/; rank: 12, crd: 317745, firm: TRANSCE3ND LLC, city: Buda, state: TX, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317745/; rank: 13, crd: 141849, firm: Strategic Financial Concepts, LLC, city: San Antonio, state: TX, value: 41, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141849/; rank: 14, crd: 322879, firm: Ascentis Independent Advisors, LLC, city: Dallas, state: TX, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322879/; rank: 15, crd: 168733, firm: Balefire, LLC, city: Dallas, state: TX, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168733/; rank: 16, crd: 127186, firm: Avidian Wealth Solutions, city: Houston, state: TX, value: 36, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127186/; rank: 17, crd: 188524, firm: Sovereign Wealth Advisors LLC, city: Houston, state: TX, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/188524/; rank: 18, crd: 301354, firm: Americana Partners, LLC, city: Houston, state: TX, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301354/; rank: 19, crd: 116048, firm: True North Advisors, LLC, city: Dallas, state: TX, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116048/; rank: 20, crd: 151671, firm: Per Stirling Capital Management, LLC, city: Austin, state: TX, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151671/; rank: 21, crd: 326819, firm: Quotient Wealth Partners, LLC, city: Dallas, state: TX, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326819/; rank: 22, crd: 108046, firm: Corda Investment Management, LLC, city: Houston, state: TX, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108046/; rank: 22, crd: 157222, firm: Retirement Planners of America, city: Plano, state: TX, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157222/; rank: 24, crd: 130914, firm: Westpark Wealth Advisors, Inc., city: Houston, state: TX, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130914/; rank: 24, crd: 323567, firm: Titleist Asset Management, LLC, city: San Antonio, state: TX, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323567/; rank: 24, crd: 324250, firm: Uptick Partners, LLC, city: Nacogdoches, state: TX, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324250/; rank: 27, crd: 147350, firm: United Advisors America, city: Prosper, state: TX, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147350/; rank: 28, crd: 171816, firm: Symphony Financial, Ltd. Co., city: Houston, state: TX, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171816/; rank: 29, crd: 105910, firm: Lee Financial Company, LLC, city: Dallas, state: TX, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105910/; rank: 29, crd: 106590, firm: Sarofim Trust Co, city: Houston, state: TX, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106590/; rank: 29, crd: 315934, firm: GDS Wealth Management, city: Flower Mound, state: TX, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315934/; rank: 32, crd: 119759, firm: Willis Johnson Wealth, city: Houston, state: TX, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119759/; rank: 32, crd: 152841, firm: Moss, Luse & Womble, LLC, city: Plano, state: TX, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152841/; rank: 32, crd: 310635, firm: RWM Capital, LLC, city: Sugar Land, state: TX, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310635/; rank: 32, crd: 338799, firm: Leo Wealth Americas, LLC, city: Hurst, state: TX, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338799/; rank: 36, crd: 134921, firm: Capital Markets IQ, LLC, city: Arlington, state: TX, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134921/; rank: 36, crd: 175346, firm: 1900 Wealth, city: San Antonio, state: TX, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175346/; rank: 36, crd: 322998, firm: Turtle Creek Wealth Advisors, LLC, city: Dallas, state: TX, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322998/; rank: 39, crd: 131315, firm: Amicus Financial Advisors, LLC, city: Lubbock, state: TX, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131315/; rank: 39, crd: 145594, firm: Sendero Wealth Management, LLC, city: San Antonio, state: TX, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145594/; rank: 39, crd: 173293, firm: Oak Harvest Investment Services, city: Houston, state: TX, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173293/; rank: 39, crd: 173563, firm: Bentoak Capital, city: Weatherford, state: TX, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173563/; rank: 43, crd: 107978, firm: Howard Financial Services, Ltd., city: Dallas, state: TX, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107978/; rank: 43, crd: 145467, firm: Wpwealth LLP, city: Fort Worth, state: TX, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145467/; rank: 43, crd: 151490, firm: Quadcap Wealth Management, LLC, city: Frisco, state: TX, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151490/; rank: 46, crd: 104592, firm: Chilton Capital Management LLC, city: Houston, state: TX, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104592/; rank: 46, crd: 150661, firm: RIA Advisors, city: Houston, state: TX, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150661/; rank: 48, crd: 105643, firm: Financial Synergies, city: Houston, state: TX, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105643/; rank: 48, crd: 107548, firm: SFMG Wealth Advisors, city: Plano, state: TX, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107548/; rank: 48, crd: 107722, firm: Maslow Wealth Advisors, city: Austin, state: TX, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107722/; rank: 48, crd: 114637, firm: Goodman Financial Corporation, city: Houston, state: TX, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114637/; rank: 48, crd: 153635, firm: Insight Wealth Partners, city: Plano, state: TX, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153635/; rank: 48, crd: 164913, firm: Mosaic Advisors, city: Houston, state: TX, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164913/; rank: 48, crd: 316024, firm: Financial Gravity Family Office Services, LLC, city: Lakeway, state: TX, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316024/; rank: 48, crd: 333971, firm: Parkway Wealth Management Group, LLC, city: Plano, state: TX, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333971/; rank: 56, crd: 305927, firm: Legacy Knight Mfo, LLC, city: Dallas, state: TX, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305927/; rank: 56, crd: 311687, firm: Saxon Financial Group, city: Houston, state: TX, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311687/; rank: 56, crd: 319609, firm: Icon Wealth Partners, city: Houston, state: TX, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319609/; rank: 59, crd: 143721, firm: Paragon Financial Advisors, city: College Station, state: TX, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143721/; rank: 59, crd: 282103, firm: Meristead Wealth, LLC, city: Westlake, state: TX, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282103/; rank: 59, crd: 287600, firm: CFO4LIFE, city: Coppell, state: TX, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287600/; rank: 59, crd: 291780, firm: Inscription Capital, LLC, city: Houston, state: TX, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291780/; rank: 63, crd: 105441, firm: Austin Asset, city: Austin, state: TX, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105441/; rank: 63, crd: 107238, firm: Beaird Harris, city: Dallas, state: TX, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107238/; rank: 63, crd: 144200, firm: Lonestar Registered Investment Advisors, LLC, city: Lubbock, state: TX, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144200/; rank: 63, crd: 157450, firm: Lifestyle Asset Management, Inc., city: Friendswood, state: TX, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157450/; rank: 63, crd: 281879, firm: Tradeway, city: Mexia, state: TX, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281879/; rank: 63, crd: 283776, firm: Prota Financial, city: Houston, state: TX, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283776/; rank: 63, crd: 304612, firm: Abundo Wealth, city: Houston, state: TX, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304612/; rank: 63, crd: 340137, firm: Lemnis Capital, city: Richardson, state: TX, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340137/; rank: 71, crd: 109080, firm: Richard P. Slaughter Associates, Inc., city: Austin, state: TX, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109080/; rank: 71, crd: 110270, firm: FMP Wealth Advisers, city: Austin, state: TX, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110270/; rank: 71, crd: 112308, firm: Century Management Financial Advisors, city: Austin, state: TX, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112308/; rank: 71, crd: 281410, firm: Castleview Partners, LLC, city: Dallas, state: TX, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281410/; rank: 71, crd: 283027, firm: Rhame & Gorrell Wealth Management, city: The Woodlands, state: TX, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283027/; rank: 71, crd: 313358, firm: Skybound Wealth USA, city: Houston, state: TX, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313358/; rank: 71, crd: 322053, firm: Tip Group LLC, city: Houston, state: TX, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322053/; rank: 71, crd: 326006, firm: Astra Wealth Management Group, city: Plano, state: TX, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326006/; rank: 79, crd: 105335, firm: Paul Comstock Partners, city: Houston, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105335/; rank: 79, crd: 110658, firm: Fca Corp, city: Houston, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110658/; rank: 79, crd: 116249, firm: Carter Advisory Services, Inc, city: Dallas, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116249/; rank: 79, crd: 130678, firm: View Capital RIA, LP, city: Dallas, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130678/; rank: 79, crd: 135145, firm: Generational Wealth Advisors, city: Richardson, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135145/; rank: 79, crd: 165237, firm: Teamwork Financial Advisors, LLC, city: San Antonio, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165237/; rank: 79, crd: 172793, firm: Austin Wealth Management, LLC, city: Austin, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172793/; rank: 79, crd: 284164, firm: Pax Financial Group, city: San Antonio, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284164/; rank: 79, crd: 287466, firm: Arkos Global Advisors, LLC, city: Houston, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287466/; rank: 79, crd: 289273, firm: Apeiron, city: Dallas, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289273/; rank: 79, crd: 291753, firm: Broadway Wealth Solutions, city: San Antonio, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291753/; rank: 79, crd: 310570, firm: Diamond Client Group, LLC, city: The Woodlands, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310570/; rank: 91, crd: 107639, firm: Tanglewood Total Wealth Management, Inc., city: Houston, state: TX, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107639/; rank: 91, crd: 115425, firm: Robertson Investment Management, city: Houston, state: TX, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115425/; rank: 91, crd: 145056, firm: Peak American Investment Advisors, Inc., city: Plano, state: TX, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145056/; rank: 91, crd: 147615, firm: Keener Financial Planning, city: Keller, state: TX, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147615/; rank: 91, crd: 147775, firm: Brasada Capital Management, LP, city: Houston, state: TX, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147775/; rank: 91, crd: 156393, firm: Oxbow Advisors, LLC, city: Austin, state: TX, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156393/; rank: 91, crd: 160649, firm: Aspen Creek Wealth Management, LLC, city: Southlake, state: TX, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160649/; rank: 91, crd: 297658, firm: The Sum, city: The Woodlands, state: TX, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297658/; rank: 91, crd: 305515, firm: Black Knight Wealth Management, LLC, city: Frisco, state: TX, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305515/; rank: 91, crd: 317553, firm: Entrewealth, city: Austin, state: TX, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317553/

## 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 advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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-advisory-staff/texas/

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