# Independent RIAs with the most high net worth clients in Texas

As of October 2, 2026, Fisher Investments ranked #1 in Texas in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 125,844.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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: 125844, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107342/; rank: 2, crd: 164109, firm: Advisor Resource Council, city: Dallas, state: TX, value: 2134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164109/; rank: 3, crd: 134600, firm: United Capital Financial Advisors, city: Irving, state: TX, value: 1937, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134600/; rank: 4, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, state: TX, value: 1253, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152667/; rank: 5, crd: 326819, firm: Quotient Wealth Partners, LLC, city: Dallas, state: TX, value: 1168, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326819/; rank: 6, crd: 323567, firm: Titleist Asset Management, LLC, city: San Antonio, state: TX, value: 1157, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323567/; rank: 7, crd: 157222, firm: Retirement Planners of America, city: Plano, state: TX, value: 1116, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157222/; rank: 8, crd: 154127, firm: McGowan Group Asset Management, Inc., city: Dallas, state: TX, value: 1112, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154127/; rank: 9, crd: 127186, firm: Avidian Wealth Solutions, city: Houston, state: TX, value: 1080, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127186/; rank: 10, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, state: TX, value: 1002, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307956/; rank: 11, crd: 165237, firm: Teamwork Financial Advisors, LLC, city: San Antonio, state: TX, value: 993, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165237/; rank: 12, crd: 171816, firm: Symphony Financial, Ltd. Co., city: Houston, state: TX, value: 836, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171816/; rank: 13, crd: 301354, firm: Americana Partners, LLC, city: Houston, state: TX, value: 827, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301354/; rank: 14, crd: 115425, firm: Robertson Investment Management, city: Houston, state: TX, value: 767, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115425/; rank: 15, crd: 171991, firm: Integrated Advisors Network LLC, city: Dallas, state: TX, value: 652, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171991/; rank: 16, crd: 290289, firm: Root Financial Partners, city: Austin, state: TX, value: 643, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290289/; rank: 17, crd: 322879, firm: Ascentis Independent Advisors, LLC, city: Dallas, state: TX, value: 610, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322879/; rank: 18, crd: 116048, firm: True North Advisors, LLC, city: Dallas, state: TX, value: 594, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116048/; rank: 19, crd: 282103, firm: Meristead Wealth, LLC, city: Westlake, state: TX, value: 579, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282103/; rank: 20, crd: 108046, firm: Corda Investment Management, LLC, city: Houston, state: TX, value: 565, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108046/; rank: 21, crd: 105643, firm: Financial Synergies, city: Houston, state: TX, value: 558, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105643/; rank: 22, crd: 289273, firm: Apeiron, city: Dallas, state: TX, value: 526, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289273/; rank: 23, crd: 107488, firm: Adell Harriman & Carpenter, city: Houston, state: TX, value: 524, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107488/; rank: 24, crd: 110038, firm: Beacon Financial Group, city: Dallas, state: TX, value: 510, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110038/; rank: 25, crd: 107238, firm: Beaird Harris, city: Dallas, state: TX, value: 497, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107238/; rank: 26, crd: 107548, firm: SFMG Wealth Advisors, city: Plano, state: TX, value: 496, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107548/; rank: 27, crd: 151671, firm: Per Stirling Capital Management, LLC, city: Austin, state: TX, value: 471, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151671/; rank: 28, crd: 104592, firm: Chilton Capital Management LLC, city: Houston, state: TX, value: 455, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104592/; rank: 29, crd: 150661, firm: RIA Advisors, city: Houston, state: TX, value: 434, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150661/; rank: 30, crd: 188524, firm: Sovereign Wealth Advisors LLC, city: Houston, state: TX, value: 408, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/188524/; rank: 31, crd: 173293, firm: Oak Harvest Investment Services, city: Houston, state: TX, value: 404, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173293/; rank: 32, crd: 316917, firm: Mytimeequity, city: Plano, state: TX, value: 395, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316917/; rank: 33, crd: 324250, firm: Uptick Partners, LLC, city: Nacogdoches, state: TX, value: 375, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324250/; rank: 34, crd: 107639, firm: Tanglewood Total Wealth Management, Inc., city: Houston, state: TX, value: 363, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107639/; rank: 35, crd: 324943, firm: Victory Financial, city: Austin, state: TX, value: 360, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324943/; rank: 36, crd: 105441, firm: Austin Asset, city: Austin, state: TX, value: 355, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105441/; rank: 37, crd: 287600, firm: CFO4LIFE, city: Coppell, state: TX, value: 348, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287600/; rank: 38, crd: 326006, firm: Astra Wealth Management Group, city: Plano, state: TX, value: 344, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326006/; rank: 39, crd: 156393, firm: Oxbow Advisors, LLC, city: Austin, state: TX, value: 341, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156393/; rank: 39, crd: 319609, firm: Icon Wealth Partners, city: Houston, state: TX, value: 341, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319609/; rank: 39, crd: 338799, firm: Leo Wealth Americas, LLC, city: Hurst, state: TX, value: 341, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338799/; rank: 42, crd: 135281, firm: Dash Investments, city: Plano, state: TX, value: 340, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135281/; rank: 42, crd: 283027, firm: Rhame & Gorrell Wealth Management, city: The Woodlands, state: TX, value: 340, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283027/; rank: 44, crd: 110270, firm: FMP Wealth Advisers, city: Austin, state: TX, value: 328, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110270/; rank: 45, crd: 153635, firm: Insight Wealth Partners, city: Plano, state: TX, value: 320, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153635/; rank: 46, crd: 158305, firm: TLWM Financial, city: San Antonio, state: TX, value: 316, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158305/; rank: 47, crd: 291068, firm: Dovetail Wealth Management, LLC, city: Taylor, state: TX, value: 313, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291068/; rank: 48, crd: 107722, firm: Maslow Wealth Advisors, city: Austin, state: TX, value: 311, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107722/; rank: 49, crd: 315934, firm: GDS Wealth Management, city: Flower Mound, state: TX, value: 310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315934/; rank: 50, crd: 151490, firm: Quadcap Wealth Management, LLC, city: Frisco, state: TX, value: 294, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151490/; rank: 51, crd: 148194, firm: Sequent Asset Management, LLC, city: Houston, state: TX, value: 292, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148194/; rank: 52, crd: 306403, firm: Ironoak Wealth, city: Cedar Park, state: TX, value: 290, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306403/; rank: 53, crd: 173563, firm: Bentoak Capital, city: Weatherford, state: TX, value: 286, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173563/; rank: 54, crd: 333971, firm: Parkway Wealth Management Group, LLC, city: Plano, state: TX, value: 283, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333971/; rank: 55, crd: 134242, firm: Avion Wealth, city: The Woodlands, state: TX, value: 269, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134242/; rank: 56, crd: 119174, firm: Wallace Capital Management, Inc., city: Dallas, state: TX, value: 262, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119174/; rank: 57, crd: 107978, firm: Howard Financial Services, Ltd., city: Dallas, state: TX, value: 259, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107978/; rank: 58, crd: 143721, firm: Paragon Financial Advisors, city: College Station, state: TX, value: 252, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143721/; rank: 59, crd: 109080, firm: Richard P. Slaughter Associates, Inc., city: Austin, state: TX, value: 250, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109080/; rank: 59, crd: 288817, firm: Integrity Advisory Solutions, city: Dallas, state: TX, value: 250, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288817/; rank: 61, crd: 104732, firm: Terry McDaniel & Company, city: Austin, state: TX, value: 248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104732/; rank: 61, crd: 145467, firm: Wpwealth LLP, city: Fort Worth, state: TX, value: 248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145467/; rank: 63, crd: 109344, firm: Sather Financial Group, Inc., city: Victoria, state: TX, value: 247, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109344/; rank: 63, crd: 142665, firm: Assetbuilder, Inc., city: Allen, state: TX, value: 247, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142665/; rank: 65, crd: 105638, firm: Briaud Financial Advisors, city: College Station, state: TX, value: 243, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105638/; rank: 65, crd: 114058, firm: Callahan Advisors, LLC, city: Houston, state: TX, value: 243, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114058/; rank: 67, crd: 282609, firm: Meridian Wealth Advisors, LLC, city: Austin, state: TX, value: 237, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282609/; rank: 68, crd: 168733, firm: Balefire, LLC, city: Dallas, state: TX, value: 235, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168733/; rank: 69, crd: 168333, firm: MBR Financial, city: Houston, state: TX, value: 232, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168333/; rank: 70, crd: 122290, firm: Alamo Advisors, LP, city: San Antonio, state: TX, value: 231, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122290/; rank: 70, crd: 164957, firm: Wealthstar Advisors, LLC, city: Plano, state: TX, value: 231, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164957/; rank: 72, crd: 107653, firm: Perryman Financial Advisory, Inc., city: Dallas, state: TX, value: 230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107653/; rank: 72, crd: 175346, firm: 1900 Wealth, city: San Antonio, state: TX, value: 230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175346/; rank: 74, crd: 337595, firm: Clear Trail Advisors, LLC, city: Houston, state: TX, value: 227, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337595/; rank: 75, crd: 145594, firm: Sendero Wealth Management, LLC, city: San Antonio, state: TX, value: 226, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145594/; rank: 75, crd: 155131, firm: Act Wealth Management, LLC, city: Allen, state: TX, value: 226, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155131/; rank: 77, crd: 111576, firm: Floyd Capital Management, city: Texarkana, state: TX, value: 221, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111576/; rank: 78, crd: 105910, firm: Lee Financial Company, LLC, city: Dallas, state: TX, value: 220, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105910/; rank: 78, crd: 310163, firm: The Clarus Group, city: Houston, state: TX, value: 220, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310163/; rank: 80, crd: 319484, firm: 49 Financial, city: Austin, state: TX, value: 218, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319484/; rank: 81, crd: 107409, firm: Rogers Wealth Group, Inc., city: Fort Worth, state: TX, value: 214, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107409/; rank: 82, crd: 114637, firm: Goodman Financial Corporation, city: Houston, state: TX, value: 207, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114637/; rank: 83, crd: 105951, firm: Warwick Partners, city: Bryan, state: TX, value: 202, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105951/; rank: 84, crd: 121703, firm: Alpha Capital Management, city: Austin, state: TX, value: 201, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121703/; rank: 84, crd: 305031, firm: Empower Wealth Management, city: Cedar Park, state: TX, value: 201, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305031/; rank: 84, crd: 317745, firm: TRANSCE3ND LLC, city: Buda, state: TX, value: 201, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317745/; rank: 87, crd: 148061, firm: Nixon Capital LLC, city: Austin, state: TX, value: 199, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148061/; rank: 88, crd: 120943, firm: Snider Advisors, city: Irving, state: TX, value: 196, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120943/; rank: 89, crd: 311687, firm: Saxon Financial Group, city: Houston, state: TX, value: 195, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311687/; rank: 90, crd: 143543, firm: Bellatore Financial, Inc., city: The Woodlands, state: TX, value: 194, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143543/; rank: 91, crd: 110417, firm: Penn Davis McFarland Inc, city: Dallas, state: TX, value: 193, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110417/; rank: 91, crd: 152705, firm: Beck Capital Management LLC, city: Austin, state: TX, value: 193, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152705/; rank: 93, crd: 310635, firm: RWM Capital, LLC, city: Sugar Land, state: TX, value: 192, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310635/; rank: 94, crd: 283107, firm: Requisite Capital Management LLC, city: Dallas, state: TX, value: 191, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283107/; rank: 94, crd: 333587, firm: Alongside, LLC, city: Austin, state: TX, value: 191, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333587/; rank: 96, crd: 141849, firm: Strategic Financial Concepts, LLC, city: San Antonio, state: TX, value: 190, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141849/; rank: 97, crd: 172793, firm: Austin Wealth Management, LLC, city: Austin, state: TX, value: 189, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172793/; rank: 98, crd: 159594, firm: Aspen Wealth Management, LLC, city: Fort Worth, state: TX, value: 188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159594/; rank: 98, crd: 291465, firm: Outlook Wealth Advisors, LLC, city: The Woodlands, state: TX, value: 188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291465/; rank: 100, crd: 173822, firm: Coyle Capital, LLC, city: Lakeway, state: TX, value: 186, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173822/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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-hnw-clients/texas/

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