City
Wealth management firms in El Paso, Texas
As of October 2, 2026, 17 wealth management firms, including broker-dealer firms, with their main office in El Paso, Texas reported $1.8 billion in regulatory assets under management; the largest by assets was Virtus Family Office, with $726.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 17
- Regulatory assets under management
- $1.8 billion
- Average per firm
- $105.7 million
- SEC-registered, of those listed
- 2 of 17 (11.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Virtus Family Office | SEC | $726.9 million | 211 |
| 2 | Lauterbach Financial Advisors, LLC | SEC | $700.3 million | 1,038 |
| 3 | J Beaver Investment Advisors Inc | State | $73.0 million | 279 |
| 4 | Retirement Resources Wealth Management, LP | State | $49.0 million | 105 |
| 5 | Cortez Wealth Management | State | $47.1 million | 359 |
| 6 | Truvize Financial Planning | State | $43.6 million | 173 |
| 7 | Professional Investment Counsel, Inc | State | $43.0 million | 70 |
| 8 | Guerra Investment Advisors | State | $42.0 million | 132 |
| 9 | Cimarron Capital Management, LLC | State | $29.8 million | 23 |
| 10 | Iron Oak Capital Management | State | $13.0 million | 73 |
| 11 | Pecusavvy Financial | State | $9.1 million | 48 |
| 12 | Sophronia Wealth Advisors | State | $7.8 million | 19 |
| 13 | Rockbound Wealth Management | State | $5.2 million | 42 |
| 14 | CHT Group, Inc. | State | $4.4 million | 16 |
| 15 | John Navin Navidomskis IV | State | $3.2 million | 4 |
| 16 | Mexus Wealth Management | State | $0 | 0 |
| 17 | White Sands Family Office LLC | 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.