RIA Intelligence

Investment Advisers in Texas

2,340 registered firms

Sort by: AUM Name Employees Last Updated
FIFTH PARTNERS MANAGEMENT, LLC
CRD #326712 DALLAS, TX
SEC Private Funds
AUM
$279.4M
Employees
25
PLAGENS & TAYLOR WEALTH MANAGEMENT, LLC
CRD #335178 SAN ANGELO, TX
SEC
AUM
$278.6M
Employees
6
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC
CRD #138524 PLANO, TX
SEC
AUM
$277.8M
Employees
5
CAPITAL IDEAS, INC.
CRD #114352 DALLAS, TX
SEC
AUM
$277M
Employees
7
WINDMUEHLE, LLC
CRD #295685 AUSTIN, TX
Private Funds
AUM
$275.8M
Employees
3
M.C. BYRD WEALTH MANAGEMENT, LLC
CRD #151070 BELLVILLE, TX
SEC
AUM
$274M
Employees
5
FOCUS WEALTH ADVISORS, LLC
CRD #165425 HOUSTON, TX
SEC
AUM
$273.8M
Employees
1
PIONEER WEALTH MANAGEMENT GROUP, INC
CRD #133429 AUSTIN, TX
SEC
AUM
$273.7M
Employees
11
ROBERTSON INVESTMENT MANAGEMENT
CRD #115425 HOUSTON, TX
SEC
AUM
$273.1M
Employees
8
VELOCIS MANAGEMENT, LLC
CRD #313345 DALLAS, TX
SEC Private Funds
AUM
$273M
Employees
18
LWEALTH, LLC
CRD #152253 DALLAS, TX
SEC
AUM
$272.5M
Employees
5
T.O.S. ADVISORS, LLC
CRD #165004 HOUSTON, TX
SEC
AUM
$272.3M
Employees
3
BIOS CAPITAL MANAGEMENT, LP
CRD #298955 FORT WORTH, TX
SEC Private Funds
AUM
$272M
Employees
8
DREHER INVESTMENT SERVICES, INC.
CRD #114196 SAN ANGELO, TX
SEC
AUM
$272M
Employees
6
RPS RETIREMENT PLAN ADVISORS
CRD #319220 AUSTIN, TX
SEC
AUM
$271.8M
Employees
5
SCALEWORKS CAPITAL, LLC
CRD #306560 SAN ANTONIO, TX
SEC Private Funds
AUM
$271.1M
Employees
13
QCM CAYMAN, LTD.
CRD #112149 HOUSTON, TX
SEC Private Funds
AUM
$270.4M
Employees
142
WORTH ASSET MANAGEMENT, LLC
CRD #166970 DALLAS, TX
SEC
AUM
$270M
Employees
10
STONE ASSET MANAGEMENT, INC.
CRD #132202 AUSTIN, TX
SEC
AUM
$269.3M
Employees
6
CAP SIX ADVISORS LLC
CRD #325164 HOUSTON, TX
SEC
AUM
$268.2M
Employees
4
ORCHID ADVISORY, LLC
CRD #327750 DALLAS, TX
SEC
AUM
$266.2M
Employees
6
CARLSON CAPITAL, L.P.
CRD #118156 DALLAS, TX
SEC Private Funds Disclosures
AUM
$266.2M
Employees
25
BROADWAY WEALTH SOLUTIONS, INC.
CRD #291753 SAN ANTONIO, TX
SEC
AUM
$265.8M
Employees
10
REDEMPTION CAPITAL PARTNERS, LLC
CRD #310824 MIDLAND, TX
SEC
AUM
$265.5M
Employees
3
HOUSTON ENERGY ADVISORS, LLC
CRD #160156 HOUSTON, TX
SEC Private Funds
AUM
$265M
Employees
3