City
Independent RIAs in Dallas, Texas
As of October 2, 2026, 228 independent wealth management RIAs with their main office in Dallas, Texas reported $84.0 billion in regulatory assets under management; the largest by assets was Integrated Advisors Network LLC, with $5.5 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 228
- Regulatory assets under management
- $84.0 billion
- Average per firm
- $368.3 million
- SEC-registered, of those listed
- 97 of 100 (97.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Integrated Advisors Network LLC | SEC | $5.5 billion | 12,957 |
| 2 | True North Advisors, LLC | SEC | $5.4 billion | 5,298 |
| 3 | Quotient Wealth Partners, LLC | SEC | $4.9 billion | 8,088 |
| 4 | Turtle Creek Trust | SEC | $4.3 billion | 559 |
| 5 | Advisor Resource Council | SEC | $3.5 billion | 11,836 |
| 6 | Legacy Knight Mfo, LLC | SEC | $2.8 billion | 53 |
| 7 | Turtle Creek Wealth Advisors, LLC | SEC | $2.8 billion | 1,435 |
| 8 | Requisite Capital Management LLC | SEC | $2.4 billion | 934 |
| 9 | Beaird Harris | SEC | $2.3 billion | 3,331 |
| 10 | Ascentis Independent Advisors, LLC | SEC | $2.1 billion | 7,464 |
| 11 | Balefire, LLC | SEC | $2.0 billion | 1,871 |
| 12 | View Capital RIA, LP | SEC | $1.8 billion | 141 |
| 13 | Lee Financial Company, LLC | SEC | $1.7 billion | 1,745 |
| 14 | Annandale Capital, LLC | SEC | $1.6 billion | 220 |
| 15 | Wallace Capital Management, Inc. | SEC | $1.5 billion | 491 |
| 16 | Cypress Point Wealth Management, LLC | SEC | $1.5 billion | 1,092 |
| 17 | Howard Financial Services, Ltd. | SEC | $1.4 billion | 1,276 |
| 18 | Penn Davis McFarland Inc | SEC | $1.4 billion | 549 |
| 19 | Beacon Financial Group | SEC | $1.3 billion | 2,152 |
| 20 | Integrity Advisory Solutions | SEC | $1.1 billion | 4,143 |
| 21 | Coppell Advisory Solutions LLC | SEC | $1.1 billion | 8,848 |
| 22 | McGowan Group Asset Management, Inc. | SEC | $1.1 billion | 4,773 |
| 23 | Perryman Financial Advisory, Inc. | SEC | $1.0 billion | 526 |
| 24 | Vaquero Private Wealth, Ltd. | SEC | $928.9 million | 739 |
| 25 | Strata Wealth Advisors, LLC | SEC | $886.1 million | 961 |
| 26 | Probity Advisors, Inc. | SEC | $859.4 million | 1,144 |
| 27 | Apeiron | SEC | $852.0 million | 2,387 |
| 28 | Adams Asset Advisors LLC | SEC | $839.4 million | 118 |
| 29 | Madden Asset Management | SEC | $826.0 million | 546 |
| 30 | Paratus Financial, Inc. | SEC | $757.4 million | 703 |
| 31 | Autumn Glory Partners, LLC | SEC | $747.6 million | 175 |
| 32 | Havenshare Financial, LLC | SEC | $670.5 million | 16 |
| 33 | McElhenny Sheffield Capital Management, LLC | SEC | $663.2 million | 1,385 |
| 34 | Optima Asset Management Inc | SEC | $657.4 million | 273 |
| 35 | Clare Market Investments, LLC | SEC | $635.2 million | 689 |
| 36 | EQ Wealth Advisors | SEC | $617.0 million | 1,037 |
| 37 | Ackerman Capital Management | SEC | $604.0 million | 528 |
| 38 | Ascentis Wealth Management, LLC | SEC | $595.7 million | 814 |
| 39 | RTW Financial Advisors Inc | SEC | $581.0 million | 521 |
| 40 | Mack & Co. Partners, LP | SEC | $549.0 million | 25 |
| 41 | Allred Harris Wealth Management. | SEC | $493.4 million | 353 |
| 42 | Symmetry Capital Advisors LLC | SEC | $492.7 million | 442 |
| 43 | LGT Financial Advisors LLC | SEC | $456.1 million | 452 |
| 44 | Burford Brothers, Inc. | SEC | $440.2 million | 856 |
| 45 | Murphy & Sylvest | SEC | $425.7 million | 1,214 |
| 46 | Castleview Partners, LLC | SEC | $416.9 million | 1,894 |
| 47 | Fifth Force Management | SEC | $406.9 million | 161 |
| 48 | Palogic Value Management, L.P. | SEC | $405.5 million | 67 |
| 49 | Fortune Wealth Management, LLC | SEC | $396.3 million | 199 |
| 50 | Promus Advisors | SEC | $384.6 million | 260 |
| 51 | Concorde Investment Management | SEC | $376.2 million | 378 |
| 52 | Greenfield Seitz Capital Management, LLC | SEC | $363.4 million | 458 |
| 53 | Capital Ideas | SEC | $336.2 million | 270 |
| 54 | Fluent Financial, LLC | SEC | $329.7 million | 1,030 |
| 55 | Leap Wealth Management | SEC | $305.5 million | 1,190 |
| 56 | Codex Capital Asset Management, L.L.C. | SEC | $304.2 million | 19 |
| 57 | Orchid Advisory | SEC | $295.7 million | 84 |
| 58 | Worth Asset Management | SEC | $288.2 million | 333 |
| 59 | Lexington Hill Partners, LLC | SEC | $278.4 million | 259 |
| 60 | Roserock Wealth Management, LLC | SEC | $275.0 million | 463 |
| 61 | Wisniewski Wealth Management | SEC | $266.1 million | 2,011 |
| 62 | Hartmann Taylor Wealth Management, LLC | SEC | $254.6 million | 480 |
| 63 | Fireside Capital Advisors | SEC | $236.6 million | 438 |
| 64 | Birch Capital Management, LLC | SEC | $235.5 million | 159 |
| 65 | Principia Wealth Advisory, LLC | SEC | $225.0 million | 737 |
| 66 | Capital Advisory Group, Inc. | SEC | $224.9 million | 296 |
| 67 | Halcyon Global Advisors | SEC | $221.3 million | 449 |
| 68 | Daniels & Erickson Financial Advisors, LLC | SEC | $213.6 million | 148 |
| 69 | Silver Lake Capital Partners | SEC | $211.5 million | 694 |
| 70 | Pingora Partners LLC | SEC | $199.4 million | 32 |
| 71 | Miller Global Investments, L.L.C. | SEC | $199.4 million | 214 |
| 72 | J.K. Financial, Inc. | SEC | $195.8 million | 417 |
| 73 | Oak Capital Advisors | SEC | $185.9 million | 86 |
| 74 | Delos Private Client Group, LLC | SEC | $185.6 million | 382 |
| 75 | Wpa Family Office, LLC | SEC | $175.2 million | 35 |
| 76 | Voyage Wealth Management, LLC | SEC | $171.5 million | 189 |
| 77 | Cain Capital Management, LP | SEC | $171.2 million | 92 |
| 78 | RWR Investments LLC | SEC | $170.9 million | 9 |
| 79 | Schlindwein Associates LLC | SEC | $167.1 million | 363 |
| 80 | Womack Financial LLC | SEC | $164.7 million | 556 |
| 81 | Scherer Financial Advisory Services, LLC | SEC | $158.3 million | 178 |
| 82 | Capital Achievements, LLC | SEC | $154.6 million | 170 |
| 83 | Uptown Capital Advisors | SEC | $153.8 million | 250 |
| 84 | Applewhite & Buys Financial Advisors | SEC | $153.1 million | 740 |
| 85 | Bfi Wealth Solutions, LLC | SEC | $145.0 million | 550 |
| 86 | Certified Financial Strategies Corporation | SEC | $144.4 million | 306 |
| 87 | Cravens Brothers Private Wealth Management LLC | SEC | $139.3 million | 135 |
| 88 | Strategic Portfolio Solutions, LLC | SEC | $136.2 million | 393 |
| 89 | Paradigm Advisors, LLC | SEC | $136.1 million | 372 |
| 90 | Harlow Capital Management LLC | SEC | $132.9 million | 165 |
| 91 | Kurtin Financial Advisers, LLC | SEC | $128.5 million | 27 |
| 92 | The Gardner Group | SEC | $125.3 million | 367 |
| 93 | Fair Asset Management, LLC | SEC | $119.8 million | 188 |
| 94 | Pathway Wealth Management, LLC | SEC | $116.0 million | 96 |
| 95 | Double Eagle Wealth Management LLC | SEC | $108.6 million | 359 |
| 96 | Carrington Advisors, LLC | State | $107.7 million | 495 |
| 97 | Birnam Wood Capital, LLC | SEC | $106.1 million | 54 |
| 98 | Ormonde Investment Management, LLC | SEC | $105.3 million | 3 |
| 99 | Ideology Wealth Advisors, LLC | State | $104.5 million | 265 |
| 100 | CMH Wealth Management | State | $101.1 million | 139 |
Showing the 100 largest of 228 firms. Search by name to find another.
Independent RIAs 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.