# Independent RIAs in Texas

As of October 2, 2026, 1,789 independent wealth management RIAs based in Texas reported $805.5 billion in regulatory assets under management; the largest by assets was Fisher Investments, with $386.7 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/states/texas/

## Facts

- state: Texas
- code: TX
- population: Independent wealth management RIAs: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 1168038, firms: 1789, median_raum: 53787594, raum: 805523856897, advisory_employees: 7724, avg_account: 689638.39951868, band_100m_250m: 254, band_100m_250m_raum: 41478376043, band_10b_plus: 4, band_10b_plus_raum: 436155007488, band_1b_5b: 77, band_1b_5b_raum: 145957527483, band_250m_500m: 139, band_250m_500m_raum: 49697299990, band_500m_1b: 108, band_500m_1b_raum: 75131000094, band_5b_10b: 5, band_5b_10b_raum: 31986523405, band_lt100m: 932, band_lt100m_raum: 25118122394, bd_affiliated_share: 0.0128563443264394, cfp_professionals: 1823, clients: 579222, custody_share: 0.207378423700391, employees: 12686, fee_aum_pct_share: 0.928451648965903, fee_commissions_share: 0.0122973728339855, fee_fixed_share: 0.593068753493572, fee_hourly_share: 0.468418110676356, fee_other_share: 0.0838457238680827, fee_performance_share: 0.105645612073784, fee_subscription_share: 0.0134153158188932, financial_planning_share: 0.726103968697596, firms_with_raum: 1519, iars: 9145, mean_raum: 530298786.63397, new_firms: 184, p25_raum: 11670896.5, p75_raum: 211203035, p90_raum: 631105068, raum_discretionary: 758717324326, top100_share: 0.778622553750383, top10_share: 0.587263534746542, independent_sec: accounts: 1076471, firms: 597, median_raum: 311863610, raum: 778046208035, advisory_employees: 6106, avg_account: 722774.889462884, band_100m_250m: 227, band_100m_250m_raum: 38484206453, band_10b_plus: 4, band_10b_plus_raum: 436155007488, band_1b_5b: 77, band_1b_5b_raum: 145957527483, band_250m_500m: 139, band_250m_500m_raum: 49697299990, band_500m_1b: 108, band_500m_1b_raum: 75131000094, band_5b_10b: 5, band_5b_10b_raum: 31986523405, band_lt100m: 23, band_lt100m_raum: 634643122, bd_affiliated_share: 0.0318257956448911, cfp_professionals: 1404, clients: 522765, custody_share: 0.448911222780569, employees: 10716, fee_aum_pct_share: 0.97319932998325, fee_commissions_share: 0.0184254606365159, fee_fixed_share: 0.649916247906198, fee_hourly_share: 0.433835845896147, fee_other_share: 0.0720268006700168, fee_performance_share: 0.11892797319933, fee_subscription_share: 0.0134003350083752, financial_planning_share: 0.760469011725293, firms_with_raum: 583, iars: 7506, mean_raum: 1334556102.97599, new_firms: 60, p25_raum: 171334922.5, p75_raum: 641539809.5, p90_raum: 1340422160.8, raum_discretionary: 734618816465, raum_growth_1y: 0.302634333060163, successions: 2, top100_share: 0.80612055696284, top10_share: 0.60800346128378, state: accounts: 91567, firms: 1192, median_raum: 18951800.5, raum: 27477648862, advisory_employees: 1618, avg_account: 300082.440857514, band_100m_250m: 27, band_100m_250m_raum: 2994169590, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 909, band_lt100m_raum: 24483479272, bd_affiliated_share: 0.00335570469798658, cfp_professionals: 419, clients: 56457, custody_share: 0.0864093959731544, employees: 1970, fee_aum_pct_share: 0.906040268456376, fee_commissions_share: 0.00922818791946309, fee_fixed_share: 0.564597315436242, fee_hourly_share: 0.485738255033557, fee_other_share: 0.0897651006711409, fee_performance_share: 0.098993288590604, fee_subscription_share: 0.0134228187919463, financial_planning_share: 0.708892617449664, firms_with_raum: 936, iars: 1639, mean_raum: 29356462.4594017, new_firms: 124, p25_raum: 5486794, p75_raum: 46343483, p90_raum: 77673928, raum_discretionary: 24098507861, top100_share: 0.338649370065598, top10_share: 0.0445348675261778
- broker_dealer_affiliated_not_included: firms: 66, raum: 207437240432
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 323; as_of: 2019-10-01, value: 346; as_of: 2020-10-01, value: 354; as_of: 2021-10-04, value: 391; as_of: 2022-10-03, value: 420; as_of: 2023-10-05, value: 443; as_of: 2024-10-01, value: 469; as_of: 2025-09-02, value: 491; as_of: 2026-10-02, value: 597, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 142208575187; as_of: 2019-10-01, value: 147444275699; as_of: 2020-10-01, value: 168367122360; as_of: 2021-10-04, value: 183912190384; as_of: 2022-10-03, value: 221169061211; as_of: 2023-10-05, value: 382203025760; as_of: 2024-10-01, value: 531706195083; as_of: 2025-09-02, value: 597286735263; as_of: 2026-10-02, value: 778046208035, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 277053; as_of: 2019-10-01, value: 286719; as_of: 2020-10-01, value: 310490; as_of: 2021-10-04, value: 323282; as_of: 2022-10-03, value: 359126; as_of: 2023-10-05, value: 655012; as_of: 2024-10-01, value: 702908; as_of: 2025-09-02, value: 869445; as_of: 2026-10-02, value: 1076471, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 236374235.5; as_of: 2019-10-01, value: 243000000; as_of: 2020-10-01, value: 268234227; as_of: 2021-10-04, value: 276156009; as_of: 2022-10-03, value: 298485287; as_of: 2023-10-05, value: 250250046; as_of: 2024-10-01, value: 287338919; as_of: 2025-09-02, value: 312814620.5; as_of: 2026-10-02, value: 311863610
- top_10: largest: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, value: 386669724038; rank: 2, crd: 134600, firm: United Capital Financial Advisors, city: Irving, value: 24646765344; rank: 3, crd: 106590, firm: Sarofim Trust Co, city: Houston, value: 12959991253; rank: 4, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, value: 11878526853; rank: 5, crd: 301354, firm: Americana Partners, LLC, city: Houston, value: 9101689133; rank: 6, crd: 145594, firm: Sendero Wealth Management, LLC, city: San Antonio, value: 6508711754; rank: 7, crd: 171991, firm: Integrated Advisors Network LLC, city: Dallas, value: 5522561843; rank: 8, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, value: 5430907207; rank: 9, crd: 116048, firm: True North Advisors, LLC, city: Dallas, value: 5422653468; rank: 10, crd: 326819, firm: Quotient Wealth Partners, LLC, city: Dallas, value: 4913256631, fastest-growing: rank: 1, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, value: 2.64781783456107; rank: 2, crd: 113091, firm: Summa Corp., city: The Woodlands, value: 2.45733019074801; rank: 3, crd: 324925, firm: Endeavor Advisors, LLC, city: The Woodlands, value: 2.16256653563576; rank: 4, crd: 322879, firm: Ascentis Independent Advisors, LLC, city: Dallas, value: 1.37948597019575; rank: 5, crd: 305515, firm: Black Knight Wealth Management, LLC, city: Frisco, value: 1.24719480346968; rank: 6, crd: 288817, firm: Integrity Advisory Solutions, city: Dallas, value: 1.15407709914725; rank: 7, crd: 331377, firm: Outrunner Capital, LLC, city: Austin, value: 1.13737681803897; rank: 8, crd: 317406, firm: NFWM, city: Plano, value: 1.08929459743184; rank: 9, crd: 329186, firm: Nolet Wealth Management, LLC, city: Fort Worth, value: 1.06975380514615; rank: 10, crd: 144200, firm: Lonestar Registered Investment Advisors, LLC, city: Lubbock, value: 1.04706681550413, fastest-growing-3-year: rank: 1, crd: 113091, firm: Summa Corp., city: The Woodlands, value: 0.897078860545472; rank: 2, crd: 319484, firm: 49 Financial, city: Austin, value: 0.825663045504289; rank: 3, crd: 322294, firm: EQ Wealth Advisors, city: Dallas, value: 0.680327568540459; rank: 4, crd: 322879, firm: Ascentis Independent Advisors, LLC, city: Dallas, value: 0.63474008027377; rank: 5, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, value: 0.630546594206459; rank: 6, crd: 324250, firm: Uptick Partners, LLC, city: Nacogdoches, value: 0.616257548914912; rank: 7, crd: 144008, firm: Financial Gravity Asset Management, Inc., city: Austin, value: 0.587785620425183; rank: 8, crd: 297658, firm: The Sum, city: The Woodlands, value: 0.578042158151796; rank: 9, crd: 305515, firm: Black Knight Wealth Management, LLC, city: Frisco, value: 0.549084508139885; rank: 10, crd: 325161, firm: Fifth Force Management, city: Dallas, value: 0.531929513496262, fastest-growing-5-year: rank: 1, crd: 106590, firm: Sarofim Trust Co, city: Houston, value: 0.80129922174739; rank: 2, crd: 305927, firm: Legacy Knight Mfo, LLC, city: Dallas, value: 0.794812597907465; rank: 3, crd: 113091, firm: Summa Corp., city: The Woodlands, value: 0.417278094956671; rank: 4, crd: 305266, firm: Vaquero Private Wealth, Ltd., city: Dallas, value: 0.410622030501184; rank: 5, crd: 299583, firm: KDK Private Wealth Management, city: Houston, value: 0.399226543398937; rank: 6, crd: 172793, firm: Austin Wealth Management, LLC, city: Austin, value: 0.394181853058781; rank: 7, crd: 301354, firm: Americana Partners, LLC, city: Houston, value: 0.38964227919091; rank: 8, crd: 297658, firm: The Sum, city: The Woodlands, value: 0.386779388964462; rank: 9, crd: 173822, firm: Coyle Capital, LLC, city: Lakeway, value: 0.370345518696202; rank: 10, crd: 298272, firm: Virtus Family Office, city: El Paso, value: 0.362517288790699, biggest-asset-gains: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, value: 87940295138; rank: 2, crd: 134600, firm: United Capital Financial Advisors, city: Irving, value: 7435713224; rank: 3, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, value: 3942097334; rank: 4, crd: 301354, firm: Americana Partners, LLC, city: Houston, value: 3019076813; rank: 5, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, value: 2898549509; rank: 6, crd: 326819, firm: Quotient Wealth Partners, LLC, city: Dallas, value: 1373113559; rank: 7, crd: 305927, firm: Legacy Knight Mfo, LLC, city: Dallas, value: 1343071887; rank: 8, crd: 322879, firm: Ascentis Independent Advisors, LLC, city: Dallas, value: 1214477604; rank: 9, crd: 113091, firm: Summa Corp., city: The Woodlands, value: 1127648699; rank: 10, crd: 322998, firm: Turtle Creek Wealth Advisors, LLC, city: Dallas, value: 1045690597, most-clients: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, value: 199922; rank: 2, crd: 134600, firm: United Capital Financial Advisors, city: Irving, value: 25670; rank: 3, crd: 281879, firm: Tradeway, city: Mexia, value: 23611; rank: 4, crd: 164109, firm: Advisor Resource Council, city: Dallas, value: 11849; rank: 5, crd: 319004, firm: Fundify Advisors LLC, city: Austin, value: 9394; rank: 6, crd: 156549, firm: Coppell Advisory Solutions LLC, city: Dallas, value: 8865; rank: 7, crd: 171991, firm: Integrated Advisors Network LLC, city: Dallas, value: 7612; rank: 8, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, value: 6190; rank: 9, crd: 157222, firm: Retirement Planners of America, city: Plano, value: 5657; rank: 10, crd: 154127, firm: McGowan Group Asset Management, Inc., city: Dallas, value: 4773, client-growth: rank: 1, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, value: 2.86018957345972; rank: 2, crd: 167750, firm: Tevis Investment Management, LLC, city: Plano, value: 2.1231884057971; rank: 3, crd: 327332, firm: Texas Family Wealth, LLC, city: Friendswood, value: 1.95316804407714; rank: 4, crd: 328842, firm: Unifimoney RIA, city: Austin, value: 1.94871794871795; rank: 5, crd: 144200, firm: Lonestar Registered Investment Advisors, LLC, city: Lubbock, value: 1.7283105022831; rank: 6, crd: 282183, firm: Provision Asset, LLC, city: Little Elm, value: 1.41952506596306; rank: 7, crd: 310570, firm: Diamond Client Group, LLC, city: The Woodlands, value: 1.03225806451613; rank: 8, crd: 330923, firm: Ascentis Wealth Management, LLC, city: Dallas, value: 0.89051094890511; rank: 9, crd: 322879, firm: Ascentis Independent Advisors, LLC, city: Dallas, value: 0.889261744966443; rank: 10, crd: 319004, firm: Fundify Advisors LLC, city: Austin, value: 0.689568345323741, most-accounts: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, value: 422516; rank: 2, crd: 134600, firm: United Capital Financial Advisors, city: Irving, value: 45106; rank: 3, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, value: 15595; rank: 4, crd: 157222, firm: Retirement Planners of America, city: Plano, value: 13358; rank: 5, crd: 171991, firm: Integrated Advisors Network LLC, city: Dallas, value: 12957; rank: 6, crd: 164109, firm: Advisor Resource Council, city: Dallas, value: 11836; rank: 7, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, value: 10596; rank: 8, crd: 319004, firm: Fundify Advisors LLC, city: Austin, value: 9393; rank: 9, crd: 156549, firm: Coppell Advisory Solutions LLC, city: Dallas, value: 8848; rank: 10, crd: 326819, firm: Quotient Wealth Partners, LLC, city: Dallas, value: 8088, most-advisory-staff: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, value: 1948; rank: 2, crd: 134600, firm: United Capital Financial Advisors, city: Irving, value: 162; rank: 3, crd: 319484, firm: 49 Financial, city: Austin, value: 128; rank: 4, crd: 288817, firm: Integrity Advisory Solutions, city: Dallas, value: 108; rank: 5, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, value: 103; rank: 6, crd: 171991, firm: Integrated Advisors Network LLC, city: Dallas, value: 80; rank: 7, crd: 156549, firm: Coppell Advisory Solutions LLC, city: Dallas, value: 77; rank: 8, crd: 164109, firm: Advisor Resource Council, city: Dallas, value: 70; rank: 9, crd: 290289, firm: Root Financial Partners, city: Austin, value: 59; rank: 10, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, value: 47, most-hnw-clients: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, value: 125844; rank: 2, crd: 164109, firm: Advisor Resource Council, city: Dallas, value: 2134; rank: 3, crd: 134600, firm: United Capital Financial Advisors, city: Irving, value: 1937; rank: 4, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, value: 1253; rank: 5, crd: 326819, firm: Quotient Wealth Partners, LLC, city: Dallas, value: 1168; rank: 6, crd: 323567, firm: Titleist Asset Management, LLC, city: San Antonio, value: 1157; rank: 7, crd: 157222, firm: Retirement Planners of America, city: Plano, value: 1116; rank: 8, crd: 154127, firm: McGowan Group Asset Management, Inc., city: Dallas, value: 1112; rank: 9, crd: 127186, firm: Avidian Wealth Solutions, city: Houston, value: 1080; rank: 10, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, value: 1002, most-cfp-professionals: rank: 1, crd: 107342, firm: Fisher Investments, city: Plano, value: 117; rank: 2, crd: 134600, firm: United Capital Financial Advisors, city: Irving, value: 66; rank: 3, crd: 290289, firm: Root Financial Partners, city: Austin, value: 50; rank: 4, crd: 307956, firm: Hub Investment Partners, LLC, city: Austin, value: 29; rank: 5, crd: 164109, firm: Advisor Resource Council, city: Dallas, value: 25; rank: 6, crd: 152667, firm: Bluespring Wealth Management, LLC, city: Austin, value: 19; rank: 7, crd: 119759, firm: Willis Johnson Wealth, city: Houston, value: 18; rank: 8, crd: 105910, firm: Lee Financial Company, LLC, city: Dallas, value: 16; rank: 8, crd: 127186, firm: Avidian Wealth Solutions, city: Houston, value: 16; rank: 10, crd: 151671, firm: Per Stirling Capital Management, LLC, city: Austin, value: 14, newest: rank: 1, crd: 338799, firm: Leo Wealth Americas, LLC, city: Hurst, value: 512279544; rank: 2, crd: 340589, firm: Homage Wealth Group LLC, city: Houston, value: 366156549; rank: 3, crd: 339856, firm: Rockwall Wealth Management, city: Rockwall, value: 305459947; rank: 4, crd: 340925, firm: MDT Financial Advisors, LLC, city: Webster, value: 294032544; rank: 5, crd: 339338, firm: Northill Aims, LLC, city: Richardson, value: 249477467; rank: 6, crd: 338774, firm: McKinney Capital Management, city: Houston, value: 246134643; rank: 7, crd: 342736, firm: Heritage Haus Wealth Partners LLC, city: New Braunfels, value: 241051249; rank: 8, crd: 341005, firm: Awaken Wealth Partners LLC, city: Houston, value: 237266565; rank: 9, crd: 338956, firm: A3 Capital Advisors, city: Houston, value: 236845287; rank: 10, crd: 316917, firm: Mytimeequity, city: Plano, value: 183983000
- cities: name: Plano, independent_rias: 61, raum: 405536369413, url: https://advisoriq.com/ria/states/texas/plano/; name: Houston, independent_rias: 254, raum: 96499599688, url: https://advisoriq.com/ria/states/texas/houston/; name: Dallas, independent_rias: 228, raum: 83981748774, url: https://advisoriq.com/ria/states/texas/dallas/; name: Austin, independent_rias: 225, raum: 63907773104, url: https://advisoriq.com/ria/states/texas/austin/; name: San Antonio, independent_rias: 91, raum: 26460139490, url: https://advisoriq.com/ria/states/texas/san-antonio/; name: Irving, independent_rias: 13, raum: 25325582688, url: https://advisoriq.com/ria/states/texas/irving/; name: The Woodlands, independent_rias: 49, raum: 13010791143, url: https://advisoriq.com/ria/states/texas/the-woodlands/; name: Fort Worth, independent_rias: 58, raum: 11240273359, url: https://advisoriq.com/ria/states/texas/fort-worth/; name: Frisco, independent_rias: 40, raum: 3870872404, url: https://advisoriq.com/ria/states/texas/frisco/; name: Victoria, independent_rias: 7, raum: 3281008376, url: https://advisoriq.com/ria/states/texas/victoria/; name: Southlake, independent_rias: 26, raum: 3262960917, url: https://advisoriq.com/ria/states/texas/southlake/; name: Coppell, independent_rias: 13, raum: 3245061236, url: https://advisoriq.com/ria/states/texas/coppell/; name: Allen, independent_rias: 21, raum: 2755882876, url: https://advisoriq.com/ria/states/texas/allen/; name: College Station, independent_rias: 8, raum: 2572021186, url: https://advisoriq.com/ria/states/texas/college-station/; name: Waco, independent_rias: 16, raum: 2562785208, url: https://advisoriq.com/ria/states/texas/waco/; name: Flower Mound, independent_rias: 11, raum: 2480055814, url: https://advisoriq.com/ria/states/texas/flower-mound/; name: New Braunfels, independent_rias: 17, raum: 2164821608, url: https://advisoriq.com/ria/states/texas/new-braunfels/; name: Lubbock, independent_rias: 15, raum: 2147252747, url: https://advisoriq.com/ria/states/texas/lubbock/; name: Arlington, independent_rias: 11, raum: 1877274860, url: https://advisoriq.com/ria/states/texas/arlington/; name: El Paso, independent_rias: 17, raum: 1797483508, url: https://advisoriq.com/ria/states/texas/el-paso/; name: Lakeway, independent_rias: 8, raum: 1783461694, url: https://advisoriq.com/ria/states/texas/lakeway/; name: Richardson, independent_rias: 19, raum: 1779222341, url: https://advisoriq.com/ria/states/texas/richardson/; name: Sugar Land, independent_rias: 22, raum: 1749748023, url: https://advisoriq.com/ria/states/texas/sugar-land/; name: McKinney, independent_rias: 30, raum: 1639490178, url: https://advisoriq.com/ria/states/texas/mckinney/; name: Cedar Park, independent_rias: 15, raum: 1479723395, url: https://advisoriq.com/ria/states/texas/cedar-park/; name: Denton, independent_rias: 13, raum: 1384971032, url: https://advisoriq.com/ria/states/texas/denton/; name: Weatherford, independent_rias: 8, raum: 1352639735, url: https://advisoriq.com/ria/states/texas/weatherford/; name: Prosper, independent_rias: 8, raum: 1158475542, url: https://advisoriq.com/ria/states/texas/prosper/; name: Dripping Springs, independent_rias: 6, raum: 1030851239, url: https://advisoriq.com/ria/states/texas/dripping-springs/; name: Midland, independent_rias: 7, raum: 970924923, url: https://advisoriq.com/ria/states/texas/midland/; name: Leander, independent_rias: 10, raum: 948282379, url: https://advisoriq.com/ria/states/texas/leander/; name: Friendswood, independent_rias: 5, raum: 937076057, url: https://advisoriq.com/ria/states/texas/friendswood/; name: Abilene, independent_rias: 6, raum: 916624695, url: https://advisoriq.com/ria/states/texas/abilene/; name: Bellaire, independent_rias: 8, raum: 904564523, url: https://advisoriq.com/ria/states/texas/bellaire/; name: Round Rock, independent_rias: 22, raum: 892966751, url: https://advisoriq.com/ria/states/texas/round-rock/; name: Kingwood, independent_rias: 9, raum: 815569285, url: https://advisoriq.com/ria/states/texas/kingwood/; name: Corpus Christi, independent_rias: 5, raum: 780061872, url: https://advisoriq.com/ria/states/texas/corpus-christi/; name: Katy, independent_rias: 15, raum: 763700056, url: https://advisoriq.com/ria/states/texas/katy/; name: Boerne, independent_rias: 6, raum: 736016779, url: https://advisoriq.com/ria/states/texas/boerne/; name: Rockwall, independent_rias: 8, raum: 623908425, url: https://advisoriq.com/ria/states/texas/rockwall/; name: Georgetown, independent_rias: 8, raum: 605325634, url: https://advisoriq.com/ria/states/texas/georgetown/; name: Cypress, independent_rias: 9, raum: 602416812, url: https://advisoriq.com/ria/states/texas/cypress/; name: Colleyville, independent_rias: 7, raum: 568633090, url: https://advisoriq.com/ria/states/texas/colleyville/; name: Grapevine, independent_rias: 6, raum: 546563353, url: https://advisoriq.com/ria/states/texas/grapevine/; name: Lewisville, independent_rias: 6, raum: 507296298, url: https://advisoriq.com/ria/states/texas/lewisville/; name: Spring, independent_rias: 13, raum: 445196778, url: https://advisoriq.com/ria/states/texas/spring/; name: Montgomery, independent_rias: 5, raum: 260890742, url: https://advisoriq.com/ria/states/texas/montgomery/; name: Missouri City, independent_rias: 8, raum: 253237061, url: https://advisoriq.com/ria/states/texas/missouri-city/; name: Pearland, independent_rias: 9, raum: 222885068, url: https://advisoriq.com/ria/states/texas/pearland/; name: Addison, independent_rias: 6, raum: 207484607, url: https://advisoriq.com/ria/states/texas/addison/; name: McAllen, independent_rias: 5, raum: 189517840, url: https://advisoriq.com/ria/states/texas/mcallen/; name: Amarillo, independent_rias: 8, raum: 142481436, url: https://advisoriq.com/ria/states/texas/amarillo/
- iar_ce_status: not adopted

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Texas](https://advisoriq.com/ria/rankings/largest/texas/)
- [Fastest-growing independent RIAs over one year in Texas](https://advisoriq.com/ria/rankings/fastest-growing/texas/)
- [Fastest-growing independent RIAs over three years in Texas](https://advisoriq.com/ria/rankings/fastest-growing-3-year/texas/)
- [Fastest-growing independent RIAs over five years in Texas](https://advisoriq.com/ria/rankings/fastest-growing-5-year/texas/)
- [IAR CE in Texas](https://advisoriq.com/ce/iar/texas/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/texas/

License: https://advisoriq.com/license/