City
Wealth management firms in Midland, Texas
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Midland, Texas reported $970.9 million in regulatory assets under management; the largest by assets was Eight 31 Financial, LLC, with $532.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $970.9 million
- Average per firm
- $138.7 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Eight 31 Financial, LLC | SEC | $532.4 million | 122 |
| 2 | Redemption Capital | SEC | $237.3 million | 504 |
| 3 | Burgeon Capital | State | $93.2 million | 151 |
| 4 | Horizons Financial Planning | State | $72.7 million | 230 |
| 5 | Beyond Balanced Financial Planning, LLC | State | $27.3 million | 160 |
| 6 | Sire Line Capital Management LLC | State | $8.0 million | 32 |
| 7 | Trinchera Investments, 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.