City
Wealth management firms in Cypress, Texas
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Cypress, Texas reported $602.4 million in regulatory assets under management; the largest by assets was Alpha Wealth Strategies, LLC, with $219.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $602.4 million
- Average per firm
- $66.9 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Alpha Wealth Strategies, LLC | SEC | $219.9 million | 36 |
| 2 | Centric Advisors, LLC | SEC | $211.3 million | 966 |
| 3 | Redfish Capital | SEC | $119.0 million | 170 |
| 4 | Crews Capital Management, LP | State | $29.0 million | 5 |
| 5 | Next Step Financial Transitions | State | $10.4 million | 92 |
| 6 | Asset Lift Wealth Management, LLC | State | $10.2 million | 37 |
| 7 | Nytrx LLC | State | $2.6 million | 23 |
| 8 | Toprac Financial LLC | State | $0 | 0 |
| 9 | Wealth and Plan | State | $0 | 0 |
Wealth management firms in Texas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.