# Newest independent RIAs in Texas

As of October 2, 2026, Leo Wealth Americas, LLC ranked #1 in Texas in AdvisorIQ's ranking of newest independent RIAs, with $512.3 million.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Texas
- firms_listed: 184
- rows: rank: 1, crd: 338799, firm: Leo Wealth Americas, LLC, city: Hurst, state: TX, value: 512279544, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338799/; rank: 2, crd: 340589, firm: Homage Wealth Group LLC, city: Houston, state: TX, value: 366156549, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340589/; rank: 3, crd: 339856, firm: Rockwall Wealth Management, city: Rockwall, state: TX, value: 305459947, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339856/; rank: 4, crd: 340925, firm: MDT Financial Advisors, LLC, city: Webster, state: TX, value: 294032544, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340925/; rank: 5, crd: 339338, firm: Northill Aims, LLC, city: Richardson, state: TX, value: 249477467, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339338/; rank: 6, crd: 338774, firm: McKinney Capital Management, city: Houston, state: TX, value: 246134643, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338774/; rank: 7, crd: 342736, firm: Heritage Haus Wealth Partners LLC, city: New Braunfels, state: TX, value: 241051249, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342736/; rank: 8, crd: 341005, firm: Awaken Wealth Partners LLC, city: Houston, state: TX, value: 237266565, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341005/; rank: 9, crd: 338956, firm: A3 Capital Advisors, city: Houston, state: TX, value: 236845287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338956/; rank: 10, crd: 316917, firm: Mytimeequity, city: Plano, state: TX, value: 183983000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316917/; rank: 11, crd: 157966, firm: RWR Investments LLC, city: Dallas, state: TX, value: 170892730, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157966/; rank: 12, crd: 283773, firm: South Texas Capital Advisors, LLC, city: New Braunfels, state: TX, value: 167230485, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283773/; rank: 13, crd: 305172, firm: Old Vine Capital, city: Austin, state: TX, value: 167047136, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305172/; rank: 14, crd: 339326, firm: Thirteen Twenty-Two Advisors, city: Fort Worth, state: TX, value: 163491295, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339326/; rank: 15, crd: 169799, firm: Applewhite & Buys Financial Advisors, city: Dallas, state: TX, value: 153132711, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169799/; rank: 16, crd: 114943, firm: Cardenas Asset Management, LLC, city: San Antonio, state: TX, value: 149257748, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114943/; rank: 17, crd: 170655, firm: Shelter Wealth Strategies, LLC, city: Houston, state: TX, value: 144141193, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170655/; rank: 18, crd: 165880, firm: Stability Partners Advisory Group, LLC, city: Spring, state: TX, value: 140914174, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165880/; rank: 19, crd: 162673, firm: Cravens Brothers Private Wealth Management LLC, city: Dallas, state: TX, value: 139300000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162673/; rank: 20, crd: 332415, firm: Reliance Wealth Management, city: San Antonio, state: TX, value: 134178280, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332415/; rank: 21, crd: 128395, firm: Kanos Capital Management, LLC, city: Houston, state: TX, value: 133205240, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128395/; rank: 22, crd: 133918, firm: Harlow Capital Management LLC, city: Dallas, state: TX, value: 132865204, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133918/; rank: 23, crd: 146265, firm: Navigo Wealth Management, LLC, city: North Richland Hills, state: TX, value: 129911187, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146265/; rank: 24, crd: 330330, firm: Kingwood Investment Group, city: Kingwood, state: TX, value: 126548584, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330330/; rank: 25, crd: 333154, firm: Integrity Road Wealth Partners LLC, city: Houston, state: TX, value: 125962624, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333154/; rank: 26, crd: 114263, firm: The Gardner Group, city: Dallas, state: TX, value: 125274461, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114263/; rank: 27, crd: 285490, firm: Leder Fiduciary Capital LLC, city: Bellaire, state: TX, value: 120583877, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285490/; rank: 28, crd: 282631, firm: Trinity Neches, city: Sugar Land, state: TX, value: 120387810, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282631/; rank: 29, crd: 149078, firm: MTR Financial Services, LLC, city: Kingwood, state: TX, value: 119929814, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149078/; rank: 30, crd: 334853, firm: Fair Asset Management, LLC, city: Dallas, state: TX, value: 119766244, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334853/; rank: 31, crd: 323348, firm: Redfish Capital, city: Cypress, state: TX, value: 119000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323348/; rank: 32, crd: 156216, firm: Integra Wealth Advisors, LLC, city: Houston, state: TX, value: 117322316, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156216/; rank: 33, crd: 335975, firm: Moffatt Financial Strategies, city: Fort Worth, state: TX, value: 117131991, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335975/; rank: 34, crd: 283774, firm: Pathway Wealth Management, LLC, city: Dallas, state: TX, value: 116022199, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283774/; rank: 35, crd: 297193, firm: Modern Financial Planning, city: Georgetown, state: TX, value: 116000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297193/; rank: 36, crd: 293160, firm: Expand Financial Group, LLC, city: Celina, state: TX, value: 113456003, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293160/; rank: 37, crd: 167696, firm: Eagle Financial Advisors, LLC, city: Frisco, state: TX, value: 113064000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167696/; rank: 38, crd: 330398, firm: Double Eagle Wealth Management LLC, city: Dallas, state: TX, value: 108579555, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330398/; rank: 39, crd: 322676, firm: Panteles Advisors, city: Argyle, state: TX, value: 108183493, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322676/; rank: 40, crd: 158732, firm: Saga Financial Management, city: Austin, state: TX, value: 107000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158732/; rank: 41, crd: 300873, firm: Legacy Chief Financial Office, LLC, city: Shenandoah, state: TX, value: 105079723, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300873/; rank: 42, crd: 328695, firm: Point Nemo Capital, LLC, city: Dripping Springs, state: TX, value: 103767283, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328695/; rank: 43, crd: 175286, firm: Benzer Capital, city: Missouri City, state: TX, value: 102548913, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175286/; rank: 44, crd: 283046, firm: Domestique Capital LLC, city: Larue, state: TX, value: 102362447, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283046/; rank: 45, crd: 134943, firm: A Sling & A Stone, Incorporated, city: Burnet, state: TX, value: 102058435, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134943/; rank: 46, crd: 305583, firm: Endurance Financial Planning, LLC, city: McAllen, state: TX, value: 101773387, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305583/; rank: 47, crd: 343407, firm: Westmont Advisory, LLC, city: Flower Mound, state: TX, value: 100000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343407/; rank: 48, crd: 340137, firm: Lemnis Capital, city: Richardson, state: TX, value: 97886144, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340137/; rank: 49, crd: 134797, firm: Legacy Group, city: Tyler, state: TX, value: 89351254, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134797/; rank: 50, crd: 338457, firm: Castellano Wealth Planning, city: Plano, state: TX, value: 80400000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338457/; rank: 51, crd: 106184, firm: Efs Asset Management LLC, city: Dallas, state: TX, value: 70001256, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106184/; rank: 52, crd: 337649, firm: Clearpoint Wealth Management, city: Colleyville, state: TX, value: 68045106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337649/; rank: 53, crd: 339424, firm: Old Beach Investment Advisors, LLC, city: Houston, state: TX, value: 66762625, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339424/; rank: 54, crd: 337228, firm: Chadwick Financial, city: Colleyville, state: TX, value: 61000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337228/; rank: 55, crd: 334865, firm: Praestantia Capital, LLC, city: San Antonio, state: TX, value: 45405479, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334865/; rank: 56, crd: 302087, firm: Komons Financial LLC, city: Carrollton, state: TX, value: 35664329, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302087/; rank: 57, crd: 144877, firm: Oakview Capital Management, L.P., city: Dallas, state: TX, value: 32427033, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144877/; rank: 58, crd: 339843, firm: First Fidelity Wealth Management LLC, city: New Braunfels, state: TX, value: 28006000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339843/; rank: 59, crd: 330474, firm: Outlier Financial Partners, LLC, city: San Angelo, state: TX, value: 24576291, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330474/; rank: 60, crd: 115570, firm: Link Financial Corporation, city: Dallas, state: TX, value: 10771276, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115570/; rank: 61, crd: 339768, firm: Pecusavvy Financial, city: El Paso, state: TX, value: 9127832, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339768/; rank: 62, crd: 337978, firm: Therawealth, LLC, city: Southlake, state: TX, value: 8317203, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337978/; rank: 63, crd: 337744, firm: BLSH Wealth Management, city: Frisco, state: TX, value: 7617277, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337744/; rank: 64, crd: 337745, firm: JW Hall Financial LLC, city: San Antonio, state: TX, value: 6455125, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337745/; rank: 65, crd: 338296, firm: WG Plan LLC, city: McKinney, state: TX, value: 5000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338296/; rank: 66, crd: 161842, firm: CHT Group, Inc., city: El Paso, state: TX, value: 4398578, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161842/; rank: 67, crd: 342087, firm: Clairalpha Advisors LLC, city: Frisco, state: TX, value: 3736654, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342087/; rank: 68, crd: 337865, firm: Yuka Corp, city: Houston, state: TX, value: 2700000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337865/; rank: 69, crd: 283032, firm: MSM Advisory, LLC, city: Dallas, state: TX, value: 2354875, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283032/; rank: 70, crd: 286414, firm: Point 16 Capital, LLC, city: Dallas, state: TX, value: 1579000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286414/; rank: 71, crd: 165438, firm: The Office of Heath O. Lauseng, city: Port Aransas, state: TX, value: 1203378, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165438/; rank: 72, crd: 114577, firm: Taylor Financial Consulting, city: Lantana, state: TX, value: 807000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114577/; rank: 73, crd: 339194, firm: Hyvorian Financial, city: Garland, state: TX, value: 448301, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339194/; rank: 74, crd: 338635, firm: Conceptum Strategies, city: San Antonio, state: TX, value: 243608, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338635/; rank: 75, crd: 336818, firm: Auri, city: Northlake, state: TX, value: 159706, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336818/; rank: 76, crd: 338047, firm: Dominion Financial Advisors, LLC, city: Dallas, state: TX, value: 101488, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338047/; rank: 77, crd: 333411, firm: Prime Sentry Wealth Management LLC, city: Addison, state: TX, value: 51000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333411/; rank: 78, crd: 336249, firm: Wehling Investment Management, city: North Richland Hills, state: TX, value: 16260, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336249/; rank: 79, crd: 336825, firm: Nestvst, city: Sugar Land, state: TX, value: 7067, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336825/; rank: 80, crd: 339938, firm: Cardinal Wealth Management LLC, city: McKinney, state: TX, value: 5000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339938/; rank: 81, crd: 318669, firm: Leftskewed Investment Management, LLC, city: Austin, state: TX, value: 1480, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318669/; rank: 82, crd: 338938, firm: Vestie, city: Dallas, state: TX, value: 125, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338938/; rank: 83, crd: 156451, firm: Novodyn Advisors LLC, city: The Woodlands, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156451/; rank: 83, crd: 312055, firm: Mission Advisory Group, city: Fort Worth, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312055/; rank: 83, crd: 313686, firm: Stellaris Wealth Management LLC, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313686/; rank: 83, crd: 315375, firm: Lampados Financial Group, LLC, city: Fort Worth, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315375/; rank: 83, crd: 318162, firm: Caiman Capital Group LLC, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318162/; rank: 83, crd: 328994, firm: Boonipat Advisory LLC, city: Lubbock, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328994/; rank: 83, crd: 331564, firm: Unitas Partners LLC, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331564/; rank: 83, crd: 333858, firm: Global Solutions Wealth Consultants, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333858/; rank: 83, crd: 335544, firm: Sterling Capital Advisors, city: Fort Worth, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335544/; rank: 83, crd: 335823, firm: Orion Financial Group, city: Ballinger, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335823/; rank: 83, crd: 335828, firm: Vesica Wealth Acquisition, city: McAllen, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335828/; rank: 83, crd: 336166, firm: Charles McLean Capital Management, city: McKinney, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336166/; rank: 83, crd: 336260, firm: Eagle Guardian Advisors, city: Dallas, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336260/; rank: 83, crd: 336848, firm: Triple Pine Wealth Management LLC, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336848/; rank: 83, crd: 337314, firm: Deaj Insurance and Investments Consulting, city: Flower Mound, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337314/; rank: 83, crd: 337477, firm: Samju Capital LLC, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337477/; rank: 83, crd: 337524, firm: Elitegate Wealth, LLC, city: Pflugerville, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337524/; rank: 83, crd: 337706, firm: TRG Financial, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337706/; rank: 83, crd: 337742, firm: B365INVEST, city: San Antonio, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337742/; rank: 83, crd: 338005, firm: White Sands Family Office LLC, city: El Paso, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338005/; rank: 83, crd: 338070, firm: Spenditright LLC, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338070/; rank: 83, crd: 338553, firm: LGBTQ Wealth Planning LLC, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338553/; rank: 83, crd: 338591, firm: Dallas Financial Planning LLC, city: Dallas, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338591/; rank: 83, crd: 338596, firm: Vessel Financial Planning LLC, city: Plano, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338596/; rank: 83, crd: 338599, firm: RTB Wealth Advisors, LLC, city: McKinney, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338599/; rank: 83, crd: 338642, firm: Somos Financial Partners LLC, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338642/; rank: 83, crd: 338691, firm: Blue Horizon Investments LLC, city: Amarillo, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338691/; rank: 83, crd: 338855, firm: Noblehouse Family Office, LLC, city: Plano, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338855/; rank: 83, crd: 338971, firm: Lambda Wealth Management LLC, city: Fort Worth, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338971/; rank: 83, crd: 339003, firm: Reap Asset Management LLC, city: Coppell, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339003/; rank: 83, crd: 339056, firm: Three-Sixty Wealth Management, LLC., city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339056/; rank: 83, crd: 339071, firm: Bard Investment Group, LLC, city: Colleyville, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339071/; rank: 83, crd: 339082, firm: 818 Family Office, LLC, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339082/; rank: 83, crd: 339100, firm: Astute Consulting, LLC, city: Flower Mound, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339100/; rank: 83, crd: 339114, firm: Ayurasset LLC, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339114/; rank: 83, crd: 339118, firm: Whisper Wealth Advisors LLC, city: Temple, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339118/; rank: 83, crd: 339128, firm: Ironwood Investment Group LLC, city: Hereford, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339128/; rank: 83, crd: 339132, firm: Lankford Capital Management LLC, city: Florence, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339132/; rank: 83, crd: 339140, firm: Vestted Wealth Advisors, city: New Braunfels, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339140/; rank: 83, crd: 339208, firm: Arusha Wealth Limited Liability Company, city: Leander, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339208/; rank: 83, crd: 339217, firm: Avora Wealth LLC, city: San Antonio, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339217/; rank: 83, crd: 339237, firm: 360 Wealth Creation, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339237/; rank: 83, crd: 339262, firm: Potentia Wealth Advisors LLC, city: Missouri City, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339262/; rank: 83, crd: 339284, firm: Worth Wealth Advisors, LLC, city: Fort Worth, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339284/; rank: 83, crd: 339344, firm: Wealth and Plan, city: Cypress, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339344/; rank: 83, crd: 339346, firm: Definitive Advisor Group, LLC., city: Cibolo, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339346/; rank: 83, crd: 339353, firm: Peach Wealth Management, city: Arlington, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339353/; rank: 83, crd: 339372, firm: 584 North LLC, city: Sugarland, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339372/; rank: 83, crd: 339410, firm: Tiverton Wealth, city: The Woodlands, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339410/; rank: 83, crd: 339464, firm: Virescent Financial LLC, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339464/; rank: 83, crd: 339501, firm: Helios Financial Services, LLC, city: Cedar Park, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339501/; rank: 83, crd: 339557, firm: Campbell Wealth Partners, LLC, city: Missouri City, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339557/; rank: 83, crd: 339602, firm: Lakeline Financial, city: Cedar Park, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339602/; rank: 83, crd: 339644, firm: Kindred Peak Wealth Management LLC, city: San Antonio, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339644/; rank: 83, crd: 339783, firm: Analog Capital AI, LLC, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339783/; rank: 83, crd: 339804, firm: FWM Partners, city: Bellville, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339804/; rank: 83, crd: 339913, firm: Frontstage Financial LLC, city: Lewisville, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339913/; rank: 83, crd: 340032, firm: Sherpa Wealth Management LLC, city: San Antonio, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340032/; rank: 83, crd: 340070, firm: Retire Lab LLC, city: Natalia, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340070/; rank: 83, crd: 340099, firm: The Financial Sciences Company, LLC, city: Frisco, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340099/; rank: 83, crd: 340138, firm: Fortify Financial, city: Allen, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340138/; rank: 83, crd: 340315, firm: Gosch Wealth Advisory, city: Magnolia, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340315/; rank: 83, crd: 340335, firm: Silverhaven Strategic Wealth, LLC, city: Tyler, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340335/; rank: 83, crd: 340391, firm: Bat Financial Services LLC, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340391/; rank: 83, crd: 340468, firm: Frontline Wealth Management, city: Denton, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340468/; rank: 83, crd: 340472, firm: Wagner Wealth Management, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340472/; rank: 83, crd: 340511, firm: Graychase Wealth Advisory LLC, city: San Antonio, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340511/; rank: 83, crd: 340715, firm: Trinchera Investments, LLC, city: Midland, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340715/; rank: 83, crd: 340886, firm: Rootn Wealth Management, Inc., city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340886/; rank: 83, crd: 340920, firm: B. Lively Financial, LLC, city: Spring, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340920/; rank: 83, crd: 340921, firm: Fifth Generation Advisers, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340921/; rank: 83, crd: 340942, firm: Avanzza Investments LLC, city: The Woodlands, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340942/; rank: 83, crd: 341013, firm: Forum Wealth Group, city: Lipan, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341013/; rank: 83, crd: 341190, firm: Shepherd Advisory LLC, city: Heath, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341190/; rank: 83, crd: 341219, firm: Tartan Road Wealth Advisory, LLC, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341219/; rank: 83, crd: 341329, firm: Patterson Strategic Equity LLC, city: Amarillo, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341329/; rank: 83, crd: 341353, firm: Blanck Financial, city: Rockwall, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341353/; rank: 83, crd: 341355, firm: Goldenstate Wealth Management, city: Humble, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341355/; rank: 83, crd: 341491, firm: Everglade Capital, LLC, city: Frisco, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341491/; rank: 83, crd: 341523, firm: Lafayette Financial Planning LLC, city: Dallas, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341523/; rank: 83, crd: 341589, firm: 83 Financial, city: Parker, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341589/; rank: 83, crd: 341683, firm: Adams Advisory Services, LLC, city: Irving, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341683/; rank: 83, crd: 341821, firm: Vantheon, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341821/; rank: 83, crd: 341830, firm: Elite Data Solutions LLC, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341830/; rank: 83, crd: 341892, firm: Virtue Wealth Management, city: Pflugerville, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341892/; rank: 83, crd: 341909, firm: Ihsan Wealth, city: Plano, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341909/; rank: 83, crd: 342107, firm: Douglas Maria LLC, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342107/; rank: 83, crd: 342124, firm: Dversify Advisors LLC, city: Georgetown, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342124/; rank: 83, crd: 342184, firm: THEORY79 Wealth Design LLC, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342184/; rank: 83, crd: 342224, firm: Futureit Inc., city: not stated, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342224/; rank: 83, crd: 342378, firm: Vectis Capital, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342378/; rank: 83, crd: 342542, firm: Allzen Wealth and Financial Services, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342542/; rank: 83, crd: 342600, firm: Sagefolio Advisors, city: Lubbock, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342600/; rank: 83, crd: 342706, firm: Valcorra Capital, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342706/; rank: 83, crd: 342737, firm: Public Safety Financial Group, LLC, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342737/; rank: 83, crd: 342755, firm: Nax Capital LLC, city: Plano, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342755/; rank: 83, crd: 342970, firm: Next Wealth Advisers, city: Houston, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342970/; rank: 83, crd: 343109, firm: Fieldstone Advisory LLC, city: Austin, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343109/; rank: 83, crd: 343166, firm: Christopher James Capital Advisors, city: Dallas, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343166/; rank: 83, crd: 343260, firm: Cova Private Wealth LLC, city: Prosper, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343260/; rank: 83, crd: 343838, firm: Holm & Baucom Wealth Advisors, LLC, city: Victoria, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343838/; rank: 83, crd: 344155, firm: Omnimint Advisors LLC, city: San Antonio, state: TX, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344155/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/texas/

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