City
Wealth management firms in Fort Worth, Texas
As of October 2, 2026, 62 wealth management firms, including broker-dealer firms, with their main office in Fort Worth, Texas reported $36.8 billion in regulatory assets under management; the largest by assets was First Command Advisory Services, with $24.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 62
- Regulatory assets under management
- $36.8 billion
- Average per firm
- $594.1 million
- SEC-registered, of those listed
- 23 of 62 (37.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | First Command 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 | $24.4 billion | 113,591 |
| 2 | Tailwind Advisors | SEC | $1.7 billion | 21 |
| 3 | Wpwealth LLP | SEC | $1.2 billion | 1,622 |
| 4 | Holt Capital Partners, L.P. | SEC | $1.1 billion | 142 |
| 5 | Rogers Wealth Group, Inc. | SEC | $1.0 billion | 876 |
| 6 | Diesslin Group, Inc. | SEC | $696.3 million | 1,117 |
| 7 | Signal 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 | $679.1 million | 1,920 |
| 8 | Aspen Wealth Management, LLC | SEC | $657.8 million | 1,121 |
| 9 | Dean, Jacobson Financial Services | SEC | $519.4 million | 917 |
| 10 | SWMG, LLC | SEC | $430.4 million | 1,652 |
| 11 | Rhodes Investment Advisors, 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 | $419.2 million | 805 |
| 12 | Overridge Wealth Advisors | SEC | $368.2 million | 1,401 |
| 13 | Shelton Wealth Management, LLC | SEC | $364.5 million | 477 |
| 14 | Michels Family Financial, LLC | SEC | $347.9 million | 1,391 |
| 15 | Aspenridge Wealth Advisors | SEC | $335.0 million | 1,352 |
| 16 | Nolet Wealth Management, LLC | SEC | $272.6 million | 40 |
| 17 | Styre Wealth | SEC | $250.8 million | 697 |
| 18 | Storehouse Financial LLC | SEC | $240.4 million | 1,346 |
| 19 | Lummis Asset Management, L.P. | SEC | $210.0 million | 129 |
| 20 | Brazos Wealth Advisors LLC | SEC | $183.7 million | 425 |
| 21 | Thirteen Twenty-Two Advisors | SEC | $163.5 million | 743 |
| 22 | Purewater Capital, LLC | SEC | $149.5 million | 512 |
| 23 | Moffatt Financial Strategies | SEC | $117.1 million | 181 |
| 24 | Akg Financial Group | State | $90.9 million | 181 |
| 25 | Trinsic Capital, LLC | State | $84.0 million | 96 |
| 26 | Green Investment Management, Inc. | State | $70.9 million | 137 |
| 27 | Pierce Wealth Partners, 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. | State | $68.7 million | 51 |
| 28 | Holland Investment Management, Inc. | State | $64.1 million | 191 |
| 29 | Baynes Investment Counsel LLC | State | $61.2 million | 389 |
| 30 | New Century Partners-the No-Load Group, Inc. | State | $59.0 million | 205 |
| 31 | Phillips Ray Capital Management, Inc. | State | $57.6 million | 76 |
| 32 | Stroud Investment Consulting | State | $54.6 million | 29 |
| 33 | CF Financial | State | $53.8 million | 167 |
| 34 | 9I Capital Group LLC | State | $51.7 million | 212 |
| 35 | Good Life Private Wealth, LLC | State | $44.5 million | 89 |
| 36 | Enloe Financial Advisory LLC | State | $40.2 million | 58 |
| 37 | Swan DFW Financial Solutions, LLC | State | $33.8 million | 112 |
| 38 | Integrity Financial Group | State | $33.1 million | 148 |
| 39 | Williams Financial Planning, Inc. | State | $29.8 million | 177 |
| 40 | Chalk Creek Partners, LLC | State | $29.0 million | 29 |
| 41 | RHM Capital Management, Inc. | State | $25.6 million | 310 |
| 42 | Emw Capital Advisors, LLC | State | $17.4 million | 12 |
| 43 | LTS Financial Group | State | $16.2 million | 179 |
| 44 | Impact Wealth Group | State | $12.9 million | 110 |
| 45 | Fort Eagle Wealth Management | State | $7.5 million | 56 |
| 46 | Helm Investment | State | $4.9 million | 14 |
| 47 | Estes Financial Services, Inc. | State | $4.8 million | 35 |
| 48 | The Dedicated Dollar | State | $4.1 million | 72 |
| 49 | Waymaker Financial Planning | State | $3.6 million | 11 |
| 50 | Premier Wealth Management, LLC | State | $2.8 million | 29 |
| 51 | Fidelis FS, LLC | State | $2.8 million | 8 |
| 52 | Atai Capital Management LLC | State | $1.3 million | 12 |
| 53 | Elr Capital Management, LLC | State | $678,532 | 1 |
| 54 | Cumbie Advisory Services, Inc | State | $0 | 0 |
| 55 | Jos Planning | State | $0 | 0 |
| 56 | Lambda Wealth Management LLC | State | $0 | 0 |
| 57 | Lampados Financial Group, LLC | State | $0 | 0 |
| 58 | Mission Advisory Group | State | $0 | 0 |
| 59 | Sterling Capital Advisors | State | $0 | 0 |
| 60 | The Tempest Financial Group PLLC | State | $0 | 0 |
| 61 | Wilkins Advisors, LLC | State | $0 | 0 |
| 62 | Worth Wealth Advisors, 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.