Financial advisors in Texas

178 SEC-registered advisory firms based in Texas, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in Texas

Dallas (49)Houston (43)Austin (34)Fort Worth (11)San Antonio (11)Plano (7)Frisco (3)Irving (2)Victoria (2)College Station (2)The Woodlands (2)Boerne (1)Carrollton (1)Flower Mound (1)Coppell (1)Westlake (1)

Texas advisory firms by assets

Fisher Investments logo
Fisher Investments

Plano, TX · CRD #107342

$387B AUM·423k accounts·Fee-only

Kestra Advisory Services, LLC

Austin, TX · CRD #283330

$80B AUM·239k accounts·Fee-based

Dimensional Fund Advisors LP logo
Dimensional Fund Advisors LP

Austin, TX · CRD #106482

$1.0T AUM·2.3k accounts·Fee-only

Valic Financial Advisors, INC. logo
Valic Financial Advisors, INC.

Houston, TX · CRD #42803

$29B AUM·293k accounts·Fee-based

First Command Advisory Services

Fort Worth, TX · CRD #281958

$24B AUM·114k accounts·Fee-based

Victory Capital Management INC. logo
Victory Capital Management INC.

San Antonio, TX · CRD #106189

$283B AUM·4.1k accounts·Fee-based

Prospera Financial Services, INC.

Dallas, TX · CRD #10740

$12B AUM·39k accounts·Fee-based

United Capital Financial Advisors

Irving, TX · CRD #134600

$25B AUM·47k accounts·Fee-based

Kestra Private Wealth Services, LLC

Austin, TX · CRD #155193

$13B AUM·33k accounts·Fee-based

Nb Alternatives Advisers LLC

Dallas, TX · CRD #149822

$160B AUM·422 accounts·Fee-based

Tpg Global Advisors, LLC

Fort Worth, TX · CRD #159732

$174B AUM·197 accounts·Fee-only

Sixth Street Advisers, LLC

Dallas, TX · CRD #159014

$102B AUM·177 accounts·Fee-only

Tpg Capital Advisors, LLC

Fort Worth, TX · CRD #159738

$141B AUM·126 accounts·Fee-only

Affinius Capital LLC

San Antonio, TX · CRD #316030

$31B AUM·164 accounts·Fee-only

Hub Investment Partners, LLC logo
Hub Investment Partners, LLC

Austin, TX · CRD #307956

$12B AUM·16k accounts·Fee-based

Level Four Advisory Services logo
Level Four Advisory Services

Dallas, TX · CRD #134086

$6.5B AUM·17k accounts·Fee-based

Luther King Capital Management Corporation logo
Luther King Capital Management Corporation

Fort Worth, TX · CRD #110093

$32B AUM·3.5k accounts·Fee-based

Sage Advisory Services Ltd Co logo
Sage Advisory Services Ltd Co

Austin, TX · CRD #106236

$28B AUM·14k accounts·Fee-based

Kayne Anderson Capital Advisors, L.P.

Houston, TX · CRD #104536

$34B AUM·113 accounts·Fee-based

Caz Investments L.P. logo
Caz Investments L.P.

Houston, TX · CRD #113931

$11B AUM·14k accounts·Fee-only

Cain, Watters & Associates, LLC

Frisco, TX · CRD #111521

$5.0B AUM·16k accounts·Fee-based

U.S. Capital Wealth Advisors, LLC

Houston, TX · CRD #288199

$8.8B AUM·14k accounts·Fee-based

Integrated Advisors Network LLC

Dallas, TX · CRD #171991

$5.5B AUM·13k accounts·Fee-based

Fayez Sarofim & Co. logo
Fayez Sarofim & Co.

Houston, TX · CRD #106584

$35B AUM·3.0k accounts·Fee-only

Tolleson Private Wealth Management

Dallas, TX · CRD #111838

$9.3B AUM·4.0k accounts·Fee-based

Crestline Management, L.P. logo
Crestline Management, L.P.

Fort Worth, TX · CRD #122711

$23B AUM·135 accounts·Fee-only

Hudson Advisors logo
Hudson Advisors

Dallas, TX · CRD #156078

$36B AUM·86 accounts·Fee-only

Frost Investment Services

San Antonio, TX · CRD #286129

$3.7B AUM·3.7k accounts·Fee-only

Barrow Hanley Global Investors logo
Barrow Hanley Global Investors

Dallas, TX · CRD #105519

$59B AUM·291 accounts·Fee-only

Leafhouse Financial Advisors, LLC

Austin, TX · CRD #149694

$24B AUM·4.8k accounts·Fee-based

Advisor Resource Council

Dallas, TX · CRD #164109

$3.5B AUM·13k accounts·Fee-based

Advisor Logistics, LLC logo
Advisor Logistics, LLC

Boerne, TX · CRD #292784

$6.3B AUM·56k accounts·Fee-based

Americana Partners, LLC logo
Americana Partners, LLC

Houston, TX · CRD #301354

$9.1B AUM·10.0k accounts·Fee-based

49 Financial

Austin, TX · CRD #319484

$1.4B AUM·6.3k accounts·Fee-based

Hilltop Securities INC. logo
Hilltop Securities INC.

Dallas, TX · CRD #6220

$2.5B AUM·7.1k accounts·Fee-based

Momentum Independent Network INC. logo
Momentum Independent Network INC.

Dallas, TX · CRD #17587

$1.6B AUM·6.4k accounts·Fee-based

Alm First Financial Advisors LLC

Dallas, TX · CRD #108561

$76B AUM·338 accounts·Fee-based

Crossmark Global Investments, INC. logo
Crossmark Global Investments, INC.

Houston, TX · CRD #113360

$9.0B AUM·9.8k accounts·Fee-only

Sunbelt Securities logo
Sunbelt Securities

Houston, TX · CRD #42180

$2.6B AUM·6.2k accounts·Fee-based

Avidian Wealth Solutions logo
Avidian Wealth Solutions

Houston, TX · CRD #127186

$4.8B AUM·7.3k accounts·Fee-based

Showing the 40 largest of 178 firms in Texas. Get matched to see the ones that fit you.

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Texas

How many financial advisors are in Texas?

AdvisoryReviews lists 178 SEC-registered advisory firms based in Texas, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Texas?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Texas?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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