City
Wealth management firms in Round Rock, Texas
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in Round Rock, Texas reported $893.0 million in regulatory assets under management; the largest by assets was TNT Asset Management, LLC, with $174.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $893.0 million
- Average per firm
- $40.6 million
- SEC-registered, of those listed
- 4 of 22 (18.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | TNT Asset Management, LLC | SEC | $174.9 million | 506 |
| 2 | Argent Wealth Management, Inc. | SEC | $172.4 million | 308 |
| 3 | Greenbelt Investment Advisors, LLC | SEC | $167.0 million | 430 |
| 4 | RIA Wealth Advisors, LLC | SEC | $126.5 million | 562 |
| 5 | Majestic Oak Financial, LLC | State | $51.1 million | 206 |
| 6 | Ubequity Wealth Management, LLC | State | $50.2 million | 156 |
| 7 | Davis & Wehrle, LLC | State | $39.6 million | 103 |
| 8 | Symphony Retirement Partners LLC | State | $39.2 million | 95 |
| 9 | Perry Investment Management, LLC | State | $27.0 million | 100 |
| 10 | Safe Landing Financial | State | $12.4 million | 50 |
| 11 | Granite State Capital Management, LLC | State | $9.1 million | 34 |
| 12 | Ridley Wealth Management | State | $8.1 million | 31 |
| 13 | Barton Creek Advisors, LLC | State | $4.9 million | 38 |
| 14 | Thrifty Scotty Financial, LLC | State | $4.1 million | 11 |
| 15 | Clifton Myers Financial Advisory | State | $2.2 million | 15 |
| 16 | Cleverinvesting LLC | State | $2.0 million | 17 |
| 17 | Everyplan Financial | State | $1.3 million | 1 |
| 18 | Inked Investments | State | $901,000 | 7 |
| 19 | Akros Investments, Inc. | State | $0 | 0 |
| 20 | Isf Advisory, LLC | State | $0 | 0 |
| 21 | Maravi Capital Management | State | $0 | 0 |
| 22 | Onpoint Financial Advice, 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.