RIA Intelligence

Investment Advisers in Texas

2,340 registered firms

Sort by: AUM Name Employees Last Updated
HALCYON GLOBAL ADVISORS, LLC
CRD #170600 DALLAS, TX
SEC
AUM
$194M
Employees
2
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
CRD #332184 THE WOODLANDS, TX
SEC
AUM
$193.9M
Employees
3
RECURRING CAPITAL MANAGEMENT COMPANY, LLC
CRD #285114 AUSTIN, TX
SEC Private Funds
AUM
$193.6M
Employees
7
E2M PARTNERS, LLC
CRD #160778 DALLAS, TX
SEC Private Funds
AUM
$193.4M
Employees
7
BARNETT FINANCIAL, INC.
CRD #114414 AUSTIN, TX
SEC
AUM
$193.2M
Employees
3
AQUINAS INVESTMENT ADVISERS INC
CRD #106227 DALLAS, TX
SEC
AUM
$193.2M
Employees
5
INVESTORS ASSET MANAGEMENT, INC.
CRD #111462 PLANO, TX
SEC
AUM
$193.1M
Employees
6
STONETREE INVESTMENT PARTNERS LLC
CRD #318477 DALLAS, TX
SEC Private Funds
AUM
$193M
Employees
5
HC2 CAPITAL, LLC
CRD #285982 DALLAS, TX
SEC Private Funds
AUM
$192.8M
Employees
6
BLACKHAW WEALTH MANAGEMENT, LLC
CRD #149953 AUSTIN, TX
SEC
AUM
$192.7M
Employees
4
FORTUNE FINANCIAL SERVICES, LLC
CRD #106112 DALLAS, TX
SEC
AUM
$192.3M
Employees
10
STRATEGIC FINANCIAL PLANNING, INC.
CRD #118450 PLANO, TX
SEC
AUM
$191.5M
Employees
3
ARK WEALTH MANAGEMENT, LLC
CRD #317264 AUSTIN, TX
SEC
AUM
$191M
Employees
4
PARKER FINANCIAL ADVISORS LLC
CRD #305188 HOUSTON, TX
SEC Disclosures
AUM
$190.9M
Employees
2
LAKE PACIFIC MANAGEMENT COMPANY, LLC
CRD #174253 DALLAS, TX
SEC Private Funds
AUM
$190.4M
Employees
2
PRINCIPIA WEALTH ADVISORY, LLC
CRD #152678 DALLAS, TX
SEC
AUM
$190M
Employees
5
FULCRUM EQUITY MANAGEMENT, LLC
CRD #159099 PLANO, TX
SEC
AUM
$190M
Employees
3
SALIENT PRIVATE CLIENT, LLC
CRD #288687 HOUSTON, TX
SEC Private Funds
AUM
$189.9M
Employees
3
COLLABORATION CAPITAL LLC
CRD #289777 HOUSTON, TX
SEC
AUM
$189.8M
Employees
9
PARADIGM INSTITUTIONAL INVESTORS LLC
CRD #329115 DALLAS, TX
SEC
AUM
$189.5M
Employees
2
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC
CRD #119687 DALLAS, TX
SEC
AUM
$189.1M
Employees
4
TEAKWOOD MANAGEMENT, LLC
CRD #161876 COPPELL, TX
Private Funds
AUM
$188.9M
Employees
7
REMBRANDT FINANCIAL GROUP LLC
CRD #318415 AUSTIN, TX
SEC
AUM
$188.6M
Employees
5
QEP MANAGEMENT CO. GP, LLC
CRD #160812 HOUSTON, TX
Private Funds
AUM
$188.6M
Employees
14
1128 CAPITAL, LLC
CRD #318637 PLANO, TX
SEC
AUM
$188.2M
Employees
7