City
Wealth management firms in Dallas, Texas
As of October 2, 2026, 242 wealth management firms, including broker-dealer firms, with their main office in Dallas, Texas reported $116.1 billion in regulatory assets under management; the largest by assets was Prospera Financial Services, Inc., with $14.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 242
- Regulatory assets under management
- $116.1 billion
- Average per firm
- $479.8 million
- SEC-registered, of those listed
- 100 of 100 (100.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Prospera Financial Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $14.4 billion | 31,454 |
| 2 | Level Four Advisory Services Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $6.5 billion | 15,720 |
| 3 | Integrated Advisors Network LLC | SEC | $5.5 billion | 12,957 |
| 4 | True North Advisors, LLC | SEC | $5.4 billion | 5,298 |
| 5 | Quotient Wealth Partners, LLC | SEC | $4.9 billion | 8,088 |
| 6 | Turtle Creek Trust | SEC | $4.3 billion | 559 |
| 7 | Texas Capital Bank Private Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $4.2 billion | 2,251 |
| 8 | Advisor Resource Council | SEC | $3.5 billion | 11,836 |
| 9 | Legacy Knight Mfo, LLC | SEC | $2.8 billion | 53 |
| 10 | Turtle Creek Wealth Advisors, LLC | SEC | $2.8 billion | 1,435 |
| 11 | Hilltop Securities Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.5 billion | 5,592 |
| 12 | Requisite Capital Management LLC | SEC | $2.4 billion | 934 |
| 13 | Beaird Harris | SEC | $2.3 billion | 3,331 |
| 14 | Ascentis Independent Advisors, LLC | SEC | $2.1 billion | 7,464 |
| 15 | Balefire, LLC | SEC | $2.0 billion | 1,871 |
| 16 | Guidestone Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.0 billion | 5,004 |
| 17 | View Capital RIA, LP | SEC | $1.8 billion | 141 |
| 18 | Lee Financial Company, LLC | SEC | $1.7 billion | 1,745 |
| 19 | Momentum Independent Network Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.6 billion | 4,721 |
| 20 | Annandale Capital, LLC | SEC | $1.6 billion | 220 |
| 21 | Wallace Capital Management, Inc. | SEC | $1.5 billion | 491 |
| 22 | Cypress Point Wealth Management, LLC | SEC | $1.5 billion | 1,092 |
| 23 | Howard Financial Services, Ltd. | SEC | $1.4 billion | 1,276 |
| 24 | Penn Davis McFarland Inc | SEC | $1.4 billion | 549 |
| 25 | Beacon Financial Group | SEC | $1.3 billion | 2,152 |
| 26 | Integrity Advisory Solutions | SEC | $1.1 billion | 4,143 |
| 27 | Coppell Advisory Solutions LLC | SEC | $1.1 billion | 8,848 |
| 28 | McGowan Group Asset Management, Inc. | SEC | $1.1 billion | 4,773 |
| 29 | Perryman Financial Advisory, Inc. | SEC | $1.0 billion | 526 |
| 30 | Vaquero Private Wealth, Ltd. | SEC | $928.9 million | 739 |
| 31 | Strata Wealth Advisors, LLC | SEC | $886.1 million | 961 |
| 32 | Probity Advisors, Inc. | SEC | $859.4 million | 1,144 |
| 33 | Apeiron | SEC | $852.0 million | 2,387 |
| 34 | Adams Asset Advisors LLC | SEC | $839.4 million | 118 |
| 35 | Madden Asset Management | SEC | $826.0 million | 546 |
| 36 | Paratus Financial, Inc. | SEC | $757.4 million | 703 |
| 37 | Autumn Glory Partners, LLC | SEC | $747.6 million | 175 |
| 38 | Havenshare Financial, LLC | SEC | $670.5 million | 16 |
| 39 | McElhenny Sheffield Capital Management, LLC | SEC | $663.2 million | 1,385 |
| 40 | Optima Asset Management Inc | SEC | $657.4 million | 273 |
| 41 | Clare Market Investments, LLC | SEC | $635.2 million | 689 |
| 42 | EQ Wealth Advisors | SEC | $617.0 million | 1,037 |
| 43 | Ackerman Capital Management | SEC | $604.0 million | 528 |
| 44 | Ascentis Wealth Management, LLC | SEC | $595.7 million | 814 |
| 45 | RTW Financial Advisors Inc | SEC | $581.0 million | 521 |
| 46 | Mack & Co. Partners, LP | SEC | $549.0 million | 25 |
| 47 | Allred Harris Wealth Management. | SEC | $493.4 million | 353 |
| 48 | Symmetry Capital Advisors LLC | SEC | $492.7 million | 442 |
| 49 | LGT Financial Advisors LLC | SEC | $456.1 million | 452 |
| 50 | Burford Brothers, Inc. | SEC | $440.2 million | 856 |
| 51 | Murphy & Sylvest | SEC | $425.7 million | 1,214 |
| 52 | Castleview Partners, LLC | SEC | $416.9 million | 1,894 |
| 53 | Fifth Force Management | SEC | $406.9 million | 161 |
| 54 | Palogic Value Management, L.P. | SEC | $405.5 million | 67 |
| 55 | Fortune Wealth Management, LLC | SEC | $396.3 million | 199 |
| 56 | Promus Advisors | SEC | $384.6 million | 260 |
| 57 | Concorde Investment Management | SEC | $376.2 million | 378 |
| 58 | Greenfield Seitz Capital Management, LLC | SEC | $363.4 million | 458 |
| 59 | Capital Ideas | SEC | $336.2 million | 270 |
| 60 | First Dallas Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $335.7 million | 266 |
| 61 | Fluent Financial, LLC | SEC | $329.7 million | 1,030 |
| 62 | Leap Wealth Management | SEC | $305.5 million | 1,190 |
| 63 | Codex Capital Asset Management, L.L.C. | SEC | $304.2 million | 19 |
| 64 | Orchid Advisory | SEC | $295.7 million | 84 |
| 65 | Worth Asset Management | SEC | $288.2 million | 333 |
| 66 | Lexington Hill Partners, LLC | SEC | $278.4 million | 259 |
| 67 | Roserock Wealth Management, LLC | SEC | $275.0 million | 463 |
| 68 | Wisniewski Wealth Management | SEC | $266.1 million | 2,011 |
| 69 | Hartmann Taylor Wealth Management, LLC | SEC | $254.6 million | 480 |
| 70 | Fireside Capital Advisors | SEC | $236.6 million | 438 |
| 71 | Birch Capital Management, LLC | SEC | $235.5 million | 159 |
| 72 | Principia Wealth Advisory, LLC | SEC | $225.0 million | 737 |
| 73 | Capital Advisory Group, Inc. | SEC | $224.9 million | 296 |
| 74 | Halcyon Global Advisors | SEC | $221.3 million | 449 |
| 75 | Daniels & Erickson Financial Advisors, LLC | SEC | $213.6 million | 148 |
| 76 | Miai, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $213.3 million | 276 |
| 77 | Silver Lake Capital Partners | SEC | $211.5 million | 694 |
| 78 | Pingora Partners LLC | SEC | $199.4 million | 32 |
| 79 | Miller Global Investments, L.L.C. | SEC | $199.4 million | 214 |
| 80 | J.K. Financial, Inc. | SEC | $195.8 million | 417 |
| 81 | Oak Capital Advisors | SEC | $185.9 million | 86 |
| 82 | Delos Private Client Group, LLC | SEC | $185.6 million | 382 |
| 83 | Wpa Family Office, LLC | SEC | $175.2 million | 35 |
| 84 | Voyage Wealth Management, LLC | SEC | $171.5 million | 189 |
| 85 | Cain Capital Management, LP | SEC | $171.2 million | 92 |
| 86 | RWR Investments LLC | SEC | $170.9 million | 9 |
| 87 | Schlindwein Associates LLC | SEC | $167.1 million | 363 |
| 88 | Womack Financial LLC | SEC | $164.7 million | 556 |
| 89 | Scherer Financial Advisory Services, LLC | SEC | $158.3 million | 178 |
| 90 | Capital Achievements, LLC | SEC | $154.6 million | 170 |
| 91 | Uptown Capital Advisors | SEC | $153.8 million | 250 |
| 92 | Applewhite & Buys Financial Advisors | SEC | $153.1 million | 740 |
| 93 | Bfi Wealth Solutions, LLC | SEC | $145.0 million | 550 |
| 94 | Certified Financial Strategies Corporation | SEC | $144.4 million | 306 |
| 95 | Cravens Brothers Private Wealth Management LLC | SEC | $139.3 million | 135 |
| 96 | TKC Wealth Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $138.6 million | 284 |
| 97 | Worth Financial Group Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $137.9 million | 189 |
| 98 | Strategic Portfolio Solutions, LLC | SEC | $136.2 million | 393 |
| 99 | Paradigm Advisors, LLC | SEC | $136.1 million | 372 |
| 100 | Harlow Capital Management LLC | SEC | $132.9 million | 165 |
Showing the 100 largest of 242 firms. Search by name to find another.
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.