# Independent RIAs with the most CFP professionals in Texas

As of October 2, 2026, Fisher Investments ranked #1 in Texas in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 117.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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: 143
- rows: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, state: TX, value: 117, 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: 66, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134600/; rank: 3, crd: 290289, firm: Root Financial Partners, city: Austin, state: TX, value: 50, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290289/; rank: 4, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, state: TX, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307956/; rank: 5, crd: 164109, firm: Advisor Resource Council, city: Dallas, state: TX, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164109/; rank: 6, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, state: TX, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152667/; rank: 7, crd: 119759, firm: Willis Johnson Wealth, city: Houston, state: TX, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119759/; rank: 8, crd: 105910, firm: Lee Financial Company, LLC, city: Dallas, state: TX, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105910/; rank: 8, crd: 127186, firm: Avidian Wealth Solutions, city: Houston, state: TX, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127186/; rank: 10, crd: 151671, firm: Per Stirling Capital Management, LLC, city: Austin, state: TX, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151671/; rank: 10, crd: 173563, firm: Bentoak Capital, city: Weatherford, state: TX, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173563/; rank: 10, crd: 308521, firm: Forefront, city: Austin, state: TX, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308521/; rank: 13, crd: 116048, firm: True North Advisors, LLC, city: Dallas, state: TX, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116048/; rank: 13, crd: 152841, firm: Moss, Luse & Womble, LLC, city: Plano, state: TX, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152841/; rank: 13, crd: 322879, firm: Ascentis Independent Advisors, LLC, city: Dallas, state: TX, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322879/; rank: 13, crd: 326819, firm: Quotient Wealth Partners, LLC, city: Dallas, state: TX, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326819/; rank: 17, crd: 107548, firm: SFMG Wealth Advisors, city: Plano, state: TX, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107548/; rank: 17, crd: 323567, firm: Titleist Asset Management, LLC, city: San Antonio, state: TX, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323567/; rank: 19, crd: 105441, firm: Austin Asset, city: Austin, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105441/; rank: 19, crd: 107722, firm: Maslow Wealth Advisors, city: Austin, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107722/; rank: 19, crd: 109080, firm: Richard P. Slaughter Associates, Inc., city: Austin, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109080/; rank: 19, crd: 131315, firm: Amicus Financial Advisors, LLC, city: Lubbock, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131315/; rank: 19, crd: 283027, firm: Rhame & Gorrell Wealth Management, city: The Woodlands, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283027/; rank: 19, crd: 324250, firm: Uptick Partners, LLC, city: Nacogdoches, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324250/; rank: 19, crd: 333587, firm: Alongside, LLC, city: Austin, state: TX, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333587/; rank: 26, crd: 105643, firm: Financial Synergies, city: Houston, state: TX, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105643/; rank: 26, crd: 171991, firm: Integrated Advisors Network LLC, city: Dallas, state: TX, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171991/; rank: 28, crd: 107238, firm: Beaird Harris, city: Dallas, state: TX, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107238/; rank: 28, crd: 116249, firm: Carter Advisory Services, Inc, city: Dallas, state: TX, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116249/; rank: 28, crd: 133429, firm: Pioneer Wealth Management Group, city: Austin, state: TX, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133429/; rank: 28, crd: 143721, firm: Paragon Financial Advisors, city: College Station, state: TX, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143721/; rank: 28, crd: 150661, firm: RIA Advisors, city: Houston, state: TX, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150661/; rank: 28, crd: 153635, firm: Insight Wealth Partners, city: Plano, state: TX, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153635/; rank: 28, crd: 157222, firm: Retirement Planners of America, city: Plano, state: TX, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157222/; rank: 28, crd: 289273, firm: Apeiron, city: Dallas, state: TX, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289273/; rank: 28, crd: 324943, firm: Victory Financial, city: Austin, state: TX, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324943/; rank: 37, crd: 114637, firm: Goodman Financial Corporation, city: Houston, state: TX, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114637/; rank: 37, crd: 130914, firm: Westpark Wealth Advisors, Inc., city: Houston, state: TX, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130914/; rank: 37, crd: 147615, firm: Keener Financial Planning, city: Keller, state: TX, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147615/; rank: 37, crd: 156549, firm: Coppell Advisory Solutions LLC, city: Dallas, state: TX, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156549/; rank: 37, crd: 164913, firm: Mosaic Advisors, city: Houston, state: TX, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164913/; rank: 37, crd: 168733, firm: Balefire, LLC, city: Dallas, state: TX, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168733/; rank: 37, crd: 304612, firm: Abundo Wealth, city: Houston, state: TX, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304612/; rank: 44, crd: 107639, firm: Tanglewood Total Wealth Management, Inc., city: Houston, state: TX, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107639/; rank: 44, crd: 107653, firm: Perryman Financial Advisory, Inc., city: Dallas, state: TX, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107653/; rank: 44, crd: 107978, firm: Howard Financial Services, Ltd., city: Dallas, state: TX, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107978/; rank: 44, crd: 145467, firm: Wpwealth LLP, city: Fort Worth, state: TX, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145467/; rank: 44, crd: 159594, firm: Aspen Wealth Management, LLC, city: Fort Worth, state: TX, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159594/; rank: 44, crd: 285973, firm: Strata Wealth Advisors, LLC, city: Dallas, state: TX, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285973/; rank: 44, crd: 301354, firm: Americana Partners, LLC, city: Houston, state: TX, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301354/; rank: 51, crd: 105638, firm: Briaud Financial Advisors, city: College Station, state: TX, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105638/; rank: 51, crd: 110270, firm: FMP Wealth Advisers, city: Austin, state: TX, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110270/; rank: 51, crd: 111610, firm: Keller Wealth Advisors, city: Victoria, state: TX, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111610/; rank: 51, crd: 113510, firm: Astoria Strategic Wealth, Inc., city: New Braunfels, state: TX, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113510/; rank: 51, crd: 114381, firm: WJ Interests, LLC, city: Sugar Land, state: TX, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114381/; rank: 51, crd: 173293, firm: Oak Harvest Investment Services, city: Houston, state: TX, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173293/; rank: 51, crd: 284164, firm: Pax Financial Group, city: San Antonio, state: TX, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284164/; rank: 51, crd: 333971, firm: Parkway Wealth Management Group, LLC, city: Plano, state: TX, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333971/; rank: 59, crd: 128502, firm: Financial Life Advisors, city: San Antonio, state: TX, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128502/; rank: 59, crd: 159251, firm: Mills Wealth Advisors, LLC, city: Southlake, state: TX, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159251/; rank: 59, crd: 172793, firm: Austin Wealth Management, LLC, city: Austin, state: TX, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172793/; rank: 59, crd: 179523, firm: Granite Harbor Advisors, Inc., city: Houston, state: TX, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/179523/; rank: 59, crd: 290778, firm: Centennial Advisors, LLC, city: Austin, state: TX, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290778/; rank: 59, crd: 297658, firm: The Sum, city: The Woodlands, state: TX, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297658/; rank: 59, crd: 317553, firm: Entrewealth, city: Austin, state: TX, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317553/; rank: 59, crd: 325203, firm: Precedent Wealth Partners, LLC, city: Houston, state: TX, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325203/; rank: 59, crd: 330923, firm: Ascentis Wealth Management, LLC, city: Dallas, state: TX, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330923/; rank: 68, crd: 107657, firm: Branson Fowlkes & Co Inc, city: Houston, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107657/; rank: 68, crd: 109344, firm: Sather Financial Group, Inc., city: Victoria, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109344/; rank: 68, crd: 109518, firm: Ascension Capital Advisors, Inc., city: Houston, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109518/; rank: 68, crd: 114465, firm: Franklin, Parlapiano, Turner & Welch LLC, city: Houston, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114465/; rank: 68, crd: 122394, firm: Heritage Wealth Management, city: Houston, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122394/; rank: 68, crd: 134104, firm: Team Financial Strategies, city: Abilene, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134104/; rank: 68, crd: 135145, firm: Generational Wealth Advisors, city: Richardson, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135145/; rank: 68, crd: 143771, firm: Cypress Point Wealth Management, LLC, city: Dallas, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143771/; rank: 68, crd: 151899, firm: S Harris Financial Group, LLC, city: San Antonio, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151899/; rank: 68, crd: 157450, firm: Lifestyle Asset Management, Inc., city: Friendswood, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157450/; rank: 68, crd: 158305, firm: TLWM Financial, city: San Antonio, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158305/; rank: 68, crd: 162096, firm: Oakwell Private Wealth Management, city: Austin, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162096/; rank: 68, crd: 166970, firm: Worth Asset Management, city: Dallas, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166970/; rank: 68, crd: 283887, firm: Seedsafe Financial LLC, city: Austin, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283887/; rank: 68, crd: 287600, firm: CFO4LIFE, city: Coppell, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287600/; rank: 68, crd: 288817, firm: Integrity Advisory Solutions, city: Dallas, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288817/; rank: 68, crd: 315934, firm: GDS Wealth Management, city: Flower Mound, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315934/; rank: 68, crd: 316024, firm: Financial Gravity Family Office Services, LLC, city: Lakeway, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316024/; rank: 68, crd: 334565, firm: Carroll Advisory Group, city: Texarkana, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334565/; rank: 68, crd: 337649, firm: Clearpoint Wealth Management, city: Colleyville, state: TX, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337649/; rank: 88, crd: 105550, firm: Pin Oak Investment Advisors Inc, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105550/; rank: 88, crd: 107656, firm: Branson Fowlkes Russell Inc, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107656/; rank: 88, crd: 108046, firm: Corda Investment Management, LLC, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108046/; rank: 88, crd: 110658, firm: Fca Corp, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110658/; rank: 88, crd: 112308, firm: Century Management Financial Advisors, city: Austin, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112308/; rank: 88, crd: 114102, firm: Horizon Wealth Advisors, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114102/; rank: 88, crd: 121849, firm: Probity Advisors, Inc., city: Dallas, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121849/; rank: 88, crd: 122057, firm: JDM Financial Group LLC, city: Austin, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122057/; rank: 88, crd: 122290, firm: Alamo Advisors, LP, city: San Antonio, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122290/; rank: 88, crd: 124112, firm: Neal Financial Group, L.P., city: Tomball, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124112/; rank: 88, crd: 127289, firm: Tanglewood Legacy Advisors, LLC, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127289/; rank: 88, crd: 134242, firm: Avion Wealth, city: The Woodlands, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134242/; rank: 88, crd: 142654, firm: Peirce Capital Management, LLC, city: The Woodlands, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142654/; rank: 88, crd: 144108, firm: Wsa Affiliates, LLC, city: Dallas, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144108/; rank: 88, crd: 146852, firm: Archer Investment Management, city: Austin, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146852/; rank: 88, crd: 151721, firm: Trinity Portfolio Advisors, LLC, city: Southlake, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151721/; rank: 88, crd: 153309, firm: TNT Asset Management, LLC, city: Round Rock, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153309/; rank: 88, crd: 156950, firm: Riverchase Wealth Management, LLC, city: Flower Mound, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156950/; rank: 88, crd: 159073, firm: Seaborn Financial, LLC, city: Austin, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159073/; rank: 88, crd: 164957, firm: Wealthstar Advisors, LLC, city: Plano, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164957/; rank: 88, crd: 164975, firm: Waterway Wealth Management, L.L.C., city: The Woodlands, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164975/; rank: 88, crd: 165130, firm: Murphy & Sylvest, city: Dallas, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165130/; rank: 88, crd: 165237, firm: Teamwork Financial Advisors, LLC, city: San Antonio, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165237/; rank: 88, crd: 171816, firm: Symphony Financial, Ltd. Co., city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171816/; rank: 88, crd: 282084, firm: Penney Financial, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282084/; rank: 88, crd: 282103, firm: Meristead Wealth, LLC, city: Westlake, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282103/; rank: 88, crd: 282609, firm: Meridian Wealth Advisors, LLC, city: Austin, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282609/; rank: 88, crd: 284187, firm: Smart Money Group, LLC, city: Eastland, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/284187/; rank: 88, crd: 284677, firm: Bannerman Wealth, city: Lewisville, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284677/; rank: 88, crd: 287714, firm: Ironbridge Private Wealth, LLC, city: Austin, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287714/; rank: 88, crd: 288157, firm: Boyce & Associates Wealth Consulting, Inc., city: Cedar Park, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288157/; rank: 88, crd: 288703, firm: Gap Financial Services or Gap Financial, city: Austin, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288703/; rank: 88, crd: 291465, firm: Outlook Wealth Advisors, LLC, city: The Woodlands, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291465/; rank: 88, crd: 291747, firm: Brindle & Bay Financial Advisors, LLC, city: Frisco, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291747/; rank: 88, crd: 291780, firm: Inscription Capital, LLC, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291780/; rank: 88, crd: 295401, firm: Flourish Financial Planning, city: Grapevine, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295401/; rank: 88, crd: 300747, firm: Sage Wealth Planning, city: Georgetown, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300747/; rank: 88, crd: 304855, firm: Brownlee Wealth Management, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304855/; rank: 88, crd: 309162, firm: First Choice Financial Planning LLC, city: Allen, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309162/; rank: 88, crd: 309814, firm: Roth Financial Partners LLC, city: Kingwood, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309814/; rank: 88, crd: 311687, firm: Saxon Financial Group, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311687/; rank: 88, crd: 313051, firm: Main Street Retirement Planning, LLC, city: Coppell, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313051/; rank: 88, crd: 314767, firm: Evidence Wealth, LLC, city: Bryan, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314767/; rank: 88, crd: 315457, firm: Enzi Wealth, city: Austin, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315457/; rank: 88, crd: 319609, firm: Icon Wealth Partners, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319609/; rank: 88, crd: 323123, firm: Tsa Wealth Management, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323123/; rank: 88, crd: 323124, firm: Avid Wealth Partners, LLC, city: San Antonio, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323124/; rank: 88, crd: 324925, firm: Endeavor Advisors, LLC, city: The Woodlands, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324925/; rank: 88, crd: 326006, firm: Astra Wealth Management Group, city: Plano, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326006/; rank: 88, crd: 328185, firm: Stavis Wealth Transfer Solutions, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328185/; rank: 88, crd: 332184, firm: Legacy Capital, city: The Woodlands, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332184/; rank: 88, crd: 337595, firm: Clear Trail Advisors, LLC, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337595/; rank: 88, crd: 337990, firm: Schlegel Dunn LLC, city: Plano, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337990/; rank: 88, crd: 338799, firm: Leo Wealth Americas, LLC, city: Hurst, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338799/; rank: 88, crd: 339856, firm: Rockwall Wealth Management, city: Rockwall, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339856/; rank: 88, crd: 341005, firm: Awaken Wealth Partners LLC, city: Houston, state: TX, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341005/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/texas/

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