RIA Intelligence

Investment Advisers in Texas

2,340 registered firms

STONE OAK WEALTH MANAGEMENT, LLC
CRD #288217 SAN ANTONIO, TX
SEC
AUM
$338.6M
Employees
7
LIFEWAY FINANCIAL CORPORATION
CRD #114276 PLANO, TX
SEC
AUM
$338.9M
Employees
6
CAMDEN WEALTH ADVISORS LLC
CRD #148518 HOUSTON, TX
SEC Disclosures
AUM
$340.2M
Employees
5
JOHKIM CAPITAL PARTNERS MANAGEMENT LLC
CRD #289512 DALLAS, TX
SEC Private Funds
AUM
$340.2M
Employees
6
TEXAN CAPITAL MANAGEMENT, INC.
CRD #114247 HOUSTON, TX
SEC
AUM
$341.8M
Employees
4
HENRY BRAGG & CO., LLC
CRD #311388 HOUSTON, TX
SEC
AUM
$342.2M
Employees
1
CMG GLOBAL HOLDINGS, LLC
CRD #307513 PLANO, TX
SEC
AUM
$342.3M
Employees
4
AUGMENT ADVISORS, LLC
CRD #335130 AUSTIN, TX
SEC Private Funds
AUM
$342.6M
Employees
1
FORTITER WEALTH MANAGEMENT, LLC
CRD #169577 HOUSTON, TX
SEC
AUM
$342.6M
Employees
4
FORTUNE WEALTH MANAGEMENT, LLC
CRD #157832 DALLAS, TX
SEC
AUM
$343.5M
Employees
3
CRESCENT ADVISOR GROUP, INC.
CRD #115974 PLANO, TX
SEC
AUM
$344.4M
Employees
18
USF ADVISORS, LLC
CRD #130569 SUGAR LAND, TX
SEC
AUM
$344.7M
Employees
--
PUTTERMAN, DEAN ELIOT
CRD #111779 HOUSTON, TX
SEC
AUM
$344.8M
Employees
2
FINANCIAL LIFE ADVISORS LLC
CRD #128502 SAN ANTONIO, TX
SEC
AUM
$345.8M
Employees
11
TRUEFG, LLC
CRD #285850 CEDAR PARK, TX
SEC
AUM
$346M
Employees
2
BISCAYNE ADVISORS, INC.
CRD #104584 DALLAS, TX
SEC
AUM
$348.1M
Employees
10
B-29 ADVISORS, LLC
CRD #292096 ADDISON, TX
SEC Private Funds
AUM
$348.1M
Employees
7
LBJ FAMILY WEALTH ADVISORS, LTD.
CRD #129701 AUSTIN, TX
SEC Private Funds
AUM
$348.9M
Employees
2
PATRON PARTNERS, LLC
CRD #310629 HOUSTON, TX
SEC
AUM
$349.2M
Employees
6
BEAUMONT ASSET MANAGEMENT, L.L.C.
CRD #150407 BEAUMONT, TX
SEC
AUM
$349.8M
Employees
4
S HARRIS FINANCIAL GROUP, LLC
CRD #151899 SAN ANTONIO, TX
SEC
AUM
$351.9M
Employees
7
AUM
$352M
Employees
26
UNITED ADVISORS AMERICA CORPORATION
CRD #147350 PROSPER, TX
SEC
AUM
$353.7M
Employees
25
JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.
CRD #312630 HOUSTON, TX
SEC Private Funds
AUM
$355.5M
Employees
13
LEGACY CG LLC
CRD #108541 PLANO, TX
SEC
AUM
$356.4M
Employees
5