City
Wealth management firms in Irving, Texas
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Irving, Texas reported $25.3 billion in regulatory assets under management; the largest by assets was United Capital Financial Advisors, with $24.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $25.3 billion
- Average per firm
- $1.9 billion
- SEC-registered, of those listed
- 4 of 13 (30.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | United Capital Financial Advisors | SEC | $24.6 billion | 45,106 |
| 2 | Cottonwood Capital Advisors | SEC | $347.3 million | 640 |
| 3 | Snider Advisors | SEC | $228.1 million | 513 |
| 4 | Sequoia Private Wealth Management, LLC | State | $46.6 million | 86 |
| 5 | Inaeya Wealth Management LLC | State | $30.0 million | 100 |
| 6 | Motiwala Capital | State | $10.6 million | 39 |
| 7 | Empowerment Financial Advisors LLC | State | $9.3 million | 49 |
| 8 | Advising for Life, LLC | State | $4.7 million | 53 |
| 9 | Potential Wealth Management LLC | State | $2.1 million | 5 |
| 10 | Adams Advisory Services, LLC | SEC | $0 | 0 |
| 11 | Nek Financial Inc | State | $0 | 0 |
| 12 | Privus Financial, LLC | State | $0 | 0 |
| 13 | Wealth Creators, 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.