City
Independent RIAs in Rockwall, Texas
As of October 2, 2026, 8 independent wealth management RIAs with their main office in Rockwall, Texas reported $623.9 million in regulatory assets under management; the largest by assets was Rockwall Wealth Management, with $305.5 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 8
- Regulatory assets under management
- $623.9 million
- Average per firm
- $78.0 million
- SEC-registered, of those listed
- 2 of 8 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rockwall Wealth Management | SEC | $305.5 million | 1,273 |
| 2 | Lifetime Wealth Management P.C. | SEC | $216.9 million | 280 |
| 3 | Rockwall Wealth Advisors | State | $36.0 million | 89 |
| 4 | Crestview Wealth Management, LLC | State | $32.8 million | 108 |
| 5 | Partner Wealth Management, LLC | State | $18.5 million | 8 |
| 6 | Wilson Investment Services | State | $14.3 million | 43 |
| 7 | Blanck Financial | State | $0 | 0 |
| 8 | Prosperity First Wealth Management | State | $0 | 0 |
Independent RIAs 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.