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Start your Watchlist2,305 investment advisory firms are registered with a main office in Texas, together advising $4.57T for 1,239,301 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Austin · SEC-registered
|
$1.02T | 2,311 | 1,168 | Flagged |
| 2 |
Plano · SEC-registered
|
$386.7B | 199,922 | 4,369 | Clean |
| 3 |
San Antonio · SEC-registered
|
$282.7B | 18,120 | 699 | Clean |
| 4 |
Fort Worth · SEC-registered
|
$173.6B | 197 | 1,271 | Clean |
| 5 |
Dallas · SEC-registered
|
$160.2B | 379 | 417 | Flagged |
| 6 |
Fort Worth · SEC-registered
|
$140.6B | 126 | 414 | Flagged |
| 7 |
Dallas · SEC-registered
|
$101.6B | 177 | 703 | Flagged |
| 8 |
Austin · SEC-registered
|
$79.8B | 117,403 | 1,359 | Flagged |
| 9 |
Dallas · SEC-registered
|
$76.2B | 162 | 23 | Clean |
| 10 |
Irving · SEC-registered
|
$59.9B | 11 | 121 | Clean |
| 11 |
Dallas · SEC-registered
|
$59.0B | 154 | 94 | Clean |
| 12 |
Plano · SEC-registered
|
$52.4B | 80 | 7 | Clean |
| 13 |
Fort Worth · SEC-registered
|
$43.0B | 67 | 145 | Clean |
| 14 |
Austin · SEC-registered
|
$41.7B | 234 | 79 | Clean |
| 15 |
Dallas · SEC-registered
|
$37.7B | 60 | 31 | Flagged |
| 16 |
Dallas · SEC-registered
|
$36.4B | 86 | 293 | Flagged |
| 17 |
Dallas · SEC-registered
|
$36.2B | 27 | 35 | Clean |
| 18 |
Dallas · SEC-registered
|
$35.7B | 31 | 36 | Flagged |
| 19 |
Dallas · SEC-registered
|
$35.6B | 7 | 198 | Clean |
| 20 |
Houston · SEC-registered
|
$35.1B | 2,997 | 54 | Clean |
| 21 |
Houston · SEC-registered
|
$34.1B | 113 | 310 | Clean |
| 22 |
Houston · SEC-registered
|
$32.9B | 36 | 1,700 | Flagged |
| 23 |
Fort Worth · SEC-registered
|
$31.5B | 3,526 | 110 | Clean |
| 24 |
San Antonio · SEC-registered
|
$31.1B | 106 | 298 | Clean |
| 25 |
Houston · SEC-registered
|
$29.2B | 293,026 | 1,647 | Flagged |
| 26 |
Houston · SEC-registered
|
$28.8B | 71 | 144 | Clean |
| 27 |
Austin · SEC-registered
|
$28.4B | 14,363 | 58 | Clean |
| 28 |
Austin · SEC-registered
|
$27.8B | 5 | 90 | Clean |
| 29 |
Houston · SEC-registered
|
$24.9B | 312 | 41 | Clean |
| 30 |
Irving · SEC-registered
|
$24.6B | 25,510 | 289 | Flagged |
| 31 |
Fort Worth · SEC-registered
|
$24.4B | 113,591 | 1,787 | Flagged |
| 32 |
Austin · SEC-registered
|
$24.1B | 4,144 | 17 | Flagged |
| 33 |
Fort Worth · SEC-registered
|
$22.5B | 131 | 195 | Clean |
| 34 |
Dallas · SEC-registered
|
$19.6B | 45 | 26 | Clean |
| 35 |
Dallas · SEC-registered
|
$18.2B | 109 | 63 | Clean |
| 36 |
Fort Worth · SEC-registered
|
$17.0B | 35 | 48 | Clean |
| 37 |
Dallas · SEC-registered
|
$15.8B | 19 | 98 | Clean |
| 38 |
Dallas · SEC-registered
|
$14.4B | 17 | 166 | Clean |
| 39 |
Austin · SEC-registered
|
$13.5B | 20,230 | 211 | Flagged |
| 40 |
Austin · SEC-registered
|
$13.4B | 65 | 69 | Clean |
| 41 |
Houston · SEC-registered
|
$13.0B | 96 | 26 | Clean |
| 42 |
Dallas · SEC-registered
|
$12.5B | 247 | 95 | Clean |
| 43 |
Dallas · SEC-registered
|
$12.4B | 19,103 | 333 | Flagged |
| 44 |
Austin · SEC-registered
|
$12.4B | 16 | 57 | Clean |
| 45 |
Houston · SEC-registered
|
$12.2B | 379 | 53 | Flagged |
| 46 |
Houston · SEC-registered
|
$12.0B | 57 | 22 | Clean |
| 47 |
Dallas · SEC-registered
|
$11.9B | 28 | 192 | Clean |
| 48 |
Dallas · SEC-registered
|
$11.9B | 27 | 161 | Clean |
| 49 |
Austin · SEC-registered
|
$11.9B | 6,127 | 172 | Clean |
| 50 |
Austin · SEC-registered
|
$11.7B | 636 | 19 | Clean |
| 51 |
Fort Worth · SEC-registered
|
$11.6B | 35 | 46 | Clean |
| 52 |
Houston · SEC-registered
|
$11.4B | 3 | 8 | Clean |
| 53 |
Austin · SEC-registered
|
$11.4B | 30 | 1 | Flagged |
| 54 |
Dallas · SEC-registered
|
$10.9B | 17 | 56 | Clean |
| 55 |
Houston · SEC-registered
|
$10.8B | 103 | 83 | Clean |
| 56 |
Austin · SEC-registered
|
$10.4B | 18 | 72 | Clean |
| 57 |
Fort Worth · SEC-registered
|
$10.1B | 3 | 70 | Clean |
| 58 |
Dallas · SEC-registered
|
$9.3B | 224 | 93 | Clean |
| 59 |
Houston · SEC-registered
|
$9.1B | 1,818 | 86 | Clean |
| 60 |
Houston · SEC-registered
|
$9.0B | 20 | 87 | Clean |
| 61 |
Houston · SEC-registered
|
$9.0B | 7,902 | 54 | Clean |
| 62 |
Houston · SEC-registered
|
$8.8B | 4,536 | 141 | Clean |
| 63 |
Dallas · SEC-registered
|
$8.7B | 1 | 66 | Clean |
| 64 |
Houston · SEC-registered
|
$8.7B | 27 | 42 | Clean |
| 65 |
Houston · SEC-registered
|
$8.2B | 15 | 28 | Flagged |
| 66 |
Dallas · SEC-registered
|
$8.0B | 19 | 87 | Clean |
| 67 |
Houston · SEC-registered
|
$7.5B | 3 | 9 | Clean |
| 68 |
Austin · SEC-registered
|
$7.3B | 29 | 55 | Clean |
| 69 |
Houston · SEC-registered
|
$7.1B | 12 | 33 | Clean |
| 70 |
Houston · SEC-registered
|
$7.0B | 12 | 76 | Clean |
| 71 |
Dallas · SEC-registered
|
$6.9B | 9 | 25 | Clean |
| 72 |
Carrollton · SEC-registered
|
$6.8B | 1,848 | 159 | Clean |
| 73 |
Austin · SEC-registered
|
$6.8B | 7 | 24 | Flagged |
| 74 |
Houston · SEC-registered
|
$6.8B | 41 | 95 | Clean |
| 75 |
Dallas · SEC-registered
|
$6.5B | 15,720 | 136 | Clean |
| 76 |
San Antonio · SEC-registered
|
$6.5B | 369 | 41 | Clean |
| 77 |
Dallas · SEC-registered
|
$6.4B | 21 | 84 | Clean |
| 78 |
Boerne · SEC-registered
|
$6.3B | 16 | 6 | Clean |
| 79 |
Austin · SEC-registered
|
$6.0B | 6 | 51 | Clean |
| 80 |
Dallas · SEC-registered
|
$5.5B | 7,612 | 87 | Flagged |
| 81 |
Wichita Falls · SEC-registered
|
$5.4B | 88 | 5 | Flagged |
| 82 |
Austin · SEC-registered
|
$5.4B | 3,250 | 64 | Clean |
| 83 |
Dallas · SEC-registered
|
$5.4B | 1,068 | 89 | Clean |
| 84 |
San Antonio · SEC-registered
|
$5.4B | 9 | 31 | Clean |
| 85 |
Houston · SEC-registered
|
$5.2B | 1,665 | 46 | Clean |
| 86 |
Houston · SEC-registered
|
$5.1B | 10 | 839 | Clean |
| 87 |
Frisco · SEC-registered
|
$5.1B | 2,377 | 6 | Clean |
| 88 |
Fort Worth · SEC-registered
|
$5.1B | 43 | 113 | Clean |
| 89 |
Dallas · SEC-registered
|
$5.1B | 628 | 22 | Clean |
| 90 |
Frisco · SEC-registered
|
$5.0B | 3,397 | 341 | Clean |
| 91 |
Austin · SEC-registered
|
$4.9B | 33 | 63 | Clean |
| 92 |
Houston · SEC-registered
|
$4.8B | 1,895 | 59 | Flagged |
| 93 |
Dallas · SEC-registered
|
$4.8B | 28 | 79 | Clean |
| 94 |
Dallas · SEC-registered
|
$4.6B | 2,251 | 60 | Flagged |
| 95 |
Dallas · SEC-registered
|
$4.6B | 16 | 60 | Clean |
| 96 |
Dallas · SEC-registered
|
$4.5B | 9 | 9 | Clean |
| 97 |
Fort Worth · SEC-registered
|
$4.4B | 1 | 19 | Clean |
| 98 |
The Woodlands · SEC-registered
|
$4.4B | 10 | 24 | Clean |
| 99 |
Austin · SEC-registered
|
$4.3B | 4 | 17 | Clean |
| 100 |
Dallas · SEC-registered
|
$4.3B | 101 | 10 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Texas by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.