City
Wealth management firms in Denton, Texas
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Denton, Texas reported $1.4 billion in regulatory assets under management; the largest by assets was Relevance Capital Management, with $495.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $106.5 million
- SEC-registered, of those listed
- 3 of 13 (23.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Relevance Capital Management | SEC | $495.9 million | 280 |
| 2 | Cultivar Capital, Inc. | SEC | $375.1 million | 987 |
| 3 | DFS Advisory | SEC | $156.0 million | 151 |
| 4 | Piccolo Investment Consulting, LLC | State | $110.0 million | 196 |
| 5 | Kipos Wealth | State | $107.5 million | 411 |
| 6 | P38 Enterprises, Inc. | State | $96.3 million | 189 |
| 7 | Hedgefield Wealth Management | State | $32.1 million | 112 |
| 8 | Elm Asset Management Inc. | State | $5.9 million | 16 |
| 9 | Simpli-FI Alpha LLC | State | $4.4 million | 27 |
| 10 | Red Tree Investments | State | $1.0 million | 8 |
| 11 | Boggs Wallace Wealth Partners LLC | State | $566,071 | 2 |
| 12 | Aesop Advisor, LLC | State | $177,126 | 17 |
| 13 | Frontline Wealth Management | 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.