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Wealth management firms in Leander, Texas

As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Leander, Texas reported $948.3 million in regulatory assets under management; the largest by assets was Pacifica Capital Investments, with $747.6 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms
10
Regulatory assets under management
$948.3 million
Average per firm
$94.8 million
SEC-registered, of those listed
2 of 10 (20.0%)

Firms by assets

Wealth management firms in Leander, Texas, largest first
#FirmRegistrationRAUMAccounts
1 Pacifica Capital Investments SEC $747.6 million 277
2 Ankerstar Wealth, LLC SEC $146.1 million 881
3 Deep Think Investments State $23.4 million 27
4 Subnani Investment Research, LLC State $20.4 million 33
5 May Tree Financial Planning LLC State $5.6 million 25
6 As Investment Partners LLC State $2.4 million 13
7 Thomas Meyer Investments State $2.1 million 14
8 Tax Pro Advisor State $662,269 4
9 Arusha Wealth Limited Liability Company State $0 0
10 Kconnally Strategies, 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.