RIA Intelligence

Investment Advisers in Texas

2,340 registered firms

Sort by: AUM Name Employees Last Updated
CENTERED WEALTH, LLC
CRD #141343 IRVING, TX
SEC Disclosures
AUM
$402.5M
Employees
6
CONCORDE FINANCIAL CORPORATION
CRD #105237 DALLAS, TX
SEC Private Funds
AUM
$402.2M
Employees
5
ROTH FINANCIAL PARTNERS LLC
CRD #309814 KINGWOOD, TX
SEC
AUM
$400.7M
Employees
4
MOONTOWER ASSET MANAGEMENT LP
CRD #328999 AUSTIN, TX
SEC Private Funds
AUM
$400.2M
Employees
11
LIFESTYLE ASSET MANAGEMENT, INC.
CRD #157450 FRIENDSWOOD, TX
SEC
AUM
$399.2M
Employees
13
CAMILLA ASSET MANAGEMENT, LP
CRD #114927 DALLAS, TX
SEC
AUM
$398.8M
Employees
5
HAVEN WEALTH GROUP LLC
CRD #148099 HOUSTON, TX
SEC
AUM
$397.8M
Employees
11
PACIFIC STRATEGIC MANAGEMENT, LP
CRD #127990 HOUSTON, TX
SEC Private Funds
AUM
$397.1M
Employees
3
FULLCIRCLE WEALTH LLC
CRD #166695 MCKINNEY, TX
SEC
AUM
$393.5M
Employees
4
HAZOOR PARTNERS, LLC
CRD #289744 FORT WORTH, TX
SEC Private Funds
AUM
$393.1M
Employees
10
TALIS ADVISORY SERVICES, LLC
CRD #135145 RICHARDSON, TX
SEC
AUM
$392.5M
Employees
55
KA CREDIT ADVISORS II, LLC
CRD #311657 HOUSTON, TX
SEC
AUM
$391M
Employees
60
POINT BRIDGE CAPITAL, LLC
CRD #168071 FORT WORTH, TX
SEC Private Funds
AUM
$387.4M
Employees
2
CARGILE INVESTMENT MANAGEMENT, INC.
CRD #116982 MIDLAND, TX
SEC Disclosures
AUM
$383M
Employees
3
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC
CRD #306823 DALLAS, TX
SEC Private Funds
AUM
$381.8M
Employees
5
JWA FINANCIAL GROUP, INC.
CRD #114646 DALLAS, TX
SEC
AUM
$381.7M
Employees
6
LOGIC CAPITAL MANAGEMENT, LLC
CRD #137902 HOUSTON, TX
SEC
AUM
$381.2M
Employees
3
SYLVEST ADVISORS, LLC
CRD #165130 DALLAS, TX
SEC
AUM
$379M
Employees
8
XEBEC ASSET MANAGEMENT, LLC
CRD #305669 DALLAS, TX
SEC Private Funds
AUM
$379M
Employees
33
PARTNERSINWEALTH, INC
CRD #112786 HOUSTON, TX
SEC
AUM
$376.8M
Employees
7
RHODES INVESTMENT ADVISORS, INC.
CRD #114245 FORT WORTH, TX
SEC Disclosures
AUM
$376.3M
Employees
9
THREADGILL FINANCIAL, LLC
CRD #174865 THE WOODLANDS, TX
SEC
AUM
$376.1M
Employees
2
FIFTH FORCE MANAGEMENT LLC
CRD #325161 DALLAS, TX
SEC
AUM
$375.5M
Employees
4
YOUR ADVOCATES, LTD., LLP
CRD #138612 HOUSTON, TX
SEC
AUM
$374.5M
Employees
6
RFG HOLDINGS INC.
CRD #173862 ARGYLE, TX
SEC
AUM
$371.3M
Employees
7