Best Financial Advisors in Texas
1,057 SEC-registered advisory firms across 87 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Texas
DALLAS, TX
HOUSTON, TX
AUSTIN, TX
FORT WORTH, TX
SAN ANTONIO, TX
PLANO, TX
THE WOODLANDS, TX
SOUTHLAKE, TX
FRISCO, TX
LUBBOCK, TX
RICHARDSON, TX
SUGAR LAND, TX
ADDISON, TX
EL PASO, TX
WACO, TX
IRVING, TX
COLLEGE STATION, TX
ABILENE, TX
BELLAIRE, TX
WEST LAKE HILLS, TX
KINGWOOD, TX
ROUND ROCK, TX
KATY, TX
ALLEN, TX
COPPELL, TX
DENTON, TX
CEDAR PARK, TX
WICHITA FALLS, TX
MCKINNEY, TX
MIDLAND, TX
PROSPER, TX
BOERNE, TX
BRYAN, TX
GRAPEVINE, TX
VICTORIA, TX
TEXARKANA, TX
ARLINGTON, TX
TOMBALL, TX
ROCKWALL, TX
BEAUMONT, TX
WEATHERFORD, TX
FLOWER MOUND, TX
FRIENDSWOOD, TX
WESTLAKE, TX
LEWISVILLE, TX
SPRING, TX
LAKEWAY, TX
ARGYLE, TX
HURST, TX
FREDERICKSBURG, TX
GEORGETOWN, TX
Top-Ranked Firms in Texas
CATALYST STRATEGIC SOLUTIONS
PLANO, TX · Since 1989
MONEY MANAGERS, INC.
SAN ANTONIO, TX · Since 2025
ACADEMY CAPITAL MANAGEMENT
WACO, TX · Since 1987
CONCORDE INVESTMENT MANAGEMENT
DALLAS, TX · Since 1981
BARROW HANLEY GLOBAL INVESTORS
DALLAS, TX · Since 1987
SCOTT & SELBER, INC. CAPITAL MANAGEMENT
HOUSTON, TX · Since 1986
AMERICAN BEACON ADVISORS, INC.
IRVING, TX · Since 1987
BEACON FINANCIAL ADVISORS LTD
HOUSTON, TX · Since 1993
EFS ASSET MANAGEMENT LLC
DALLAS, TX · Since 1990
SAGE ADVISORY SERVICES LTD CO
AUSTIN, TX · Since 1996
DOLIVER ADVISORS, L.P.
HOUSTON, TX · Since 1993
SMITH GROUP ASSET MANAGEMENT
DALLAS, TX · Since 1995
FAYEZ SAROFIM & CO.
HOUSTON, TX · Since 1958
CYPRESS ASSET MANAGEMENT INC
HOUSTON, TX · Since 1996
SAROFIM INTERNATIONAL MANAGEMENT CO
HOUSTON, TX · Since 1993
EAGLE GLOBAL ADVISORS LLC
HOUSTON, TX · Since 1996
FISHER INVESTMENTS
PLANO, TX · Since 1987
SENTRY MANAGEMENT INC
WICHITA FALLS, TX · Since 1990
PORTFOLIO ADVISORY COUNCIL,L.L.C.
HOUSTON, TX · Since 1986
SIMMONS L E & ASSOCIATES INC
HOUSTON, TX · Since 1995
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
HOUSTON, TX · Since 1991
PERRYMAN FINANCIAL ADVISORY, INC.
DALLAS, TX · Since 1994
BRANSON FOWLKES RUSSELL INC
HOUSTON, TX · Since 1991
BRANSON FOWLKES & CO INC
HOUSTON, TX · Since 1993
HOISINGTON INVESTMENT MANAGEMENT CO
AUSTIN, TX · Since 1980
MASLOW WEALTH ADVISORS
AUSTIN, TX · Since 2001
GARCIA HAMILTON & ASSOCIATES LP
HOUSTON, TX · Since 1998
CORDA INVESTMENT MANAGEMENT, LLC
HOUSTON, TX · Since 1999
ASSET PRESERVATION GROUP INC
GRAPEVINE, TX · Since 1999
HALBERT WEALTH MANAGEMENT, INC
AUSTIN, TX · Since 1998
EMPIRIC ADVISORS, INC.
AUSTIN, TX · Since 1987
MARTIN CAPITAL ADVISORS, LLP
SAN ANTONIO, TX · Since 2021
STRATEGIC ADVISORY SERVICES, L.L.C.
HOUSTON, TX · Since 2018
J.E. SIMMONS & CO., P.C.
DALLAS, TX · Since 1997
RICHARD P. SLAUGHTER ASSOCIATES, INC.
AUSTIN, TX · Since 1998
SATHER FINANCIAL GROUP, INC.
VICTORIA, TX · Since 2000
BROADMARK ASSET MANAGEMENT LLC
DALLAS, TX · Since 2000
RTW FINANCIAL ADVISORS INC
DALLAS, TX · Since 1991
STUART INVESTMENT ADVISORS, INC.
AUSTIN, TX · Since 1999
ROBINSON VALUE MANAGEMENT, LTD.
SAN ANTONIO, TX · Since 2014
WESTWOOD MANAGEMENT CORP
DALLAS, TX · Since 1983
DIESSLIN GROUP, INC.
FORT WORTH, TX · Since 1988
HILLTOP SECURITIES ASSET MANAGEMENT, LLC
DALLAS, TX · Since 1991
U.S. GLOBAL INVESTORS, INC.
SAN ANTONIO, TX · Since 1968
FOUNDERS CAPITAL MANAGEMENT INC
HOUSTON, TX · Since 1995
LGT FINANCIAL ADVISORS LLC
DALLAS, TX · Since 2013
FLOYD CAPITAL MANAGEMENT
TEXARKANA, TX · Since 2001
CRIMSON MANAGEMENT
HOUSTON, TX · Since 2004
PERSONAL MONEY PLANNING, LLC
WICHITA FALLS, TX · Since 2022
DAVIDSON CAPITAL MANAGEMENT, INC
CORPUS CHRISTI, TX · Since 2001
GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES
ARLINGTON, TX · Since 1999
CENTURY MANAGEMENT FINANCIAL ADVISORS
AUSTIN, TX · Since 1979
IAS WEALTH MANAGEMENT, INC.
THE WOODLANDS, TX · Since 2001
PARKWAY ADVISORS, L.P.
ABILENE, TX · Since 2001
SUMMA CORP.
TOMBALL, TX · Since 2016
CROSSMARK GLOBAL INVESTMENTS, INC.
HOUSTON, TX · Since 1982
CAIN CAPITAL MANAGEMENT, LP
DALLAS, TX · Since 2002
RIDGEBACK CAPITAL MANAGEMENT
BELLAIRE, TX · Since 2014
COVE WEALTH MANAGEMENT
HOUSTON, TX · Since 2023
RHODES INVESTMENT ADVISORS, INC.
FORT WORTH, TX · Since 2019
LIFEWAY FINANCIAL CORPORATION
PLANO, TX · Since 2003
BONNER & SMITH, LLC
LUBBOCK, TX · Since 2015
CAPITAL IDEAS
DALLAS, TX · Since 2006
LUMMIS ASSET MANAGEMENT, L.P.
FORT WORTH, TX · Since 2021
WJ INTERESTS, LLC
SUGAR LAND, TX · Since 2003
HIGH PLAINS INVESTMENT ADVISORS, INC.
LUBBOCK, TX · Since 2022
PARADIGM ADVISORS, LLC
DALLAS, TX · Since 2025
CAPITAL ADVISORY GROUP, INC.
DALLAS, TX · Since 2005
PRECEPT MANAGEMENT, LLC
DALLAS, TX · Since 2006
MILLER GLOBAL INVESTMENTS, L.L.C.
DALLAS, TX · Since 2018
THE GOFF FINANCIAL GROUP
HOUSTON, TX · Since 2003
SPECTRUM ADVISORS, INC.
PLANO, TX · Since 2022
J.K. FINANCIAL, INC.
DALLAS, TX · Since 2019
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
DALLAS, TX · Since 2014
ELTEKON ADVISORS, LLC.
WEST LAKE HILLS, TX · Since 2022
CRESCENT ADVISOR GROUP, INC.
PLANO, TX · Since 2023
TDC CAPITAL ADVISORS, INC.
COLLEGE STATION, TX · Since 2021
CARLSON CAPITAL, L.P.
DALLAS, TX · Since 2001
ADAMS ASSET ADVISORS LLC
DALLAS, TX · Since 2003
SNIDER ADVISORS
IRVING, TX · Since 2017
PROBITY ADVISORS, INC.
DALLAS, TX · Since 2002
ALAMO ADVISORS, LP
SAN ANTONIO, TX · Since 2014
SYMMETRY CAPITAL ADVISORS LLC
DALLAS, TX · Since 2002
SALIENT ADVISORS, L.P.
DALLAS, TX · Since 2002
ACKERMAN CAPITAL MANAGEMENT
DALLAS, TX · Since 2002
ST. JAMES INVESTMENT COMPANY, LLC
SOUTHLAKE, TX · Since 2003
WELA FINANCIAL ADVISORY
SAN ANTONIO, TX · Since 2011
TANGLEWOOD LEGACY ADVISORS, LLC
HOUSTON, TX · Since 2016
PACIFIC STRATEGIC MANAGEMENT, LP
HOUSTON, TX · Since 2003
KANOS CAPITAL MANAGEMENT, LLC
HOUSTON, TX · Since 2026
FINANCIAL LIFE ADVISORS
SAN ANTONIO, TX · Since 2017
HIGGINBOTHAM RETIREMENT ADVISORS, INC.
HOUSTON, TX · Since 2004
E & G ADVISORS, LLC
HOUSTON, TX · Since 2014
PIVOT POINT ADVISORS, LLC
BELLAIRE, TX · Since 2024
S&S WEALTH MANAGEMENT
GRAND PRAIRIE, TX · Since 2022
VIEW CAPITAL RIA, LP
DALLAS, TX · Since 2004
WESTPARK WEALTH ADVISORS, INC.
HOUSTON, TX · Since 2004
AMICUS FINANCIAL ADVISORS, LLC
LUBBOCK, TX · Since 2018
AQS ASSET MANAGEMENT, L.L.C.
AUSTIN, TX · Since 2004
NEW CAPITAL MANAGEMENT, LP
HOUSTON, TX · Since 2004
WISDOM INDEX ADVISORS
PROSPER, TX · Since 2019
NORCAP INVESTMENT MANAGEMENT, L.P.
AUSTIN, TX · Since 2005
PARATUS FINANCIAL, INC.
DALLAS, TX · Since 2005
PIONEER WEALTH MANAGEMENT GROUP
AUSTIN, TX · Since 2021
TRINITY INVESTMENT MANAGEMENT, LLC
FORT WORTH, TX · Since 2007
AVION WEALTH
THE WOODLANDS, TX · Since 2015
ARGENT WEALTH MANAGEMENT, INC.
ROUND ROCK, TX · Since 2025
TRIPPON WEALTH MANAGEMENT GROUP LLC
HOUSTON, TX · Since 2024
LD LOWE WEALTH ADVISORY
RICHARDSON, TX · Since 2005
BIRDROCK WEALTH
AUSTIN, TX · Since 2006
TECTONIC ADVISORS LLC
FRISCO, TX · Since 2006
BLACKGOLD CAPITAL MANAGEMENT LP
HOUSTON, TX · Since 2006
BLAND GARVEY WEALTH ADVISORS, LLC
RICHARDSON, TX · Since 2009
STOREHOUSE FINANCIAL LLC
FORT WORTH, TX · Since 2021
KA FUND ADVISORS, LLC
HOUSTON, TX · Since 2006
ANCIENT ART, L.P.
AUSTIN, TX · Since 2006
HACKETT FINANCIAL GROUP, LLC
WIMBERLEY, TX · Since 2025
STRATEGIC FINANCIAL CONCEPTS, LLC
SAN ANTONIO, TX · Since 2006
STONECREST ADVISORS, INC.
AUSTIN, TX · Since 2023
TRISPERITY ADVISORS, LLC
KATY, TX · Since 2018
PEIRCE CAPITAL MANAGEMENT, LLC
THE WOODLANDS, TX · Since 2015
ASSETBUILDER, INC.
ALLEN, TX · Since 2007
BELLATORE FINANCIAL, INC.
THE WOODLANDS, TX · Since 2007
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
AUSTIN, TX · Since 2017
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC
LUBBOCK, TX · Since 2023
COMMERCE STREET INVESTMENT MANAGEMENT
DALLAS, TX · Since 2008
AWM FINANCIAL SERVICES INC.
THE WOODLANDS, TX · Since 2021
THE PERSONAL WEALTH COACH
SALADO, TX · Since 2007
ORSER CAPITAL MANAGEMENT LLC
SOUTHLAKE, TX · Since 2014
PEAK AMERICAN INVESTMENT ADVISORS, INC.
PLANO, TX · Since 2025
WPWEALTH LLP
FORT WORTH, TX · Since 2008
BROOKMONT CAPITAL MANAGEMENT
DALLAS, TX · Since 2007
RANGER ALTERNATIVE MANAGEMENT, L.P.
DALLAS, TX · Since 2008
VANNOY ADVISORY GROUP, INC.
AUSTIN, TX · Since 2022
FROST INVESTMENT ADVISORS, LLC
SAN ANTONIO, TX · Since 2008
ALTERNA WEALTH MANAGEMENT, INC.
HOUSTON, TX · Since 2010
CORE CAPITAL MANAGEMENT AND RESEARCH INC.
HOUSTON, TX · Since 2011
STONEBRIDGE WEALTH MANAGEMENT, LLC
FRISCO, TX · Since 2022
OPTIMUS CAPITAL ADVISORS, LLC
COPPELL, TX · Since 2023
RETIREMENT ADVISORS, LLC
DALLAS, TX · Since 2008
NIXON CAPITAL LLC
AUSTIN, TX · Since 2021
HAVEN WEALTH GROUP
HOUSTON, TX · Since 2008
PINGORA PARTNERS LLC
DALLAS, TX · Since 2024
HFG WEALTH MANAGEMENT, LLC
THE WOODLANDS, TX · Since 2008
ERBEN ASSOCIATES, LLC
AUSTIN, TX · Since 2019
STRATEGIC WEALTH PLANNING
RICHARDSON, TX · Since 2009
GUIDESTONE ADVISORS
DALLAS, TX · Since 2009
NEXPOINT ASSET MANAGEMENT, L.P.
DALLAS, TX · Since 2009
LEAFHOUSE FINANCIAL ADVISORS, LLC
AUSTIN, TX · Since 2013
BISON INVESTMENT ADVISORS, LLC
THE WOODLANDS, TX · Since 2025
GRACE CAPITAL MANAGEMENT, LLC
AUSTIN, TX · Since 2017
BOON INVESTMENT GROUP, INC.
AUSTIN, TX · Since 2024
GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC
DALLAS, TX · Since 2009
JCP INVESTMENT MANAGEMENT, LLC
HOUSTON, TX · Since 2019
TRINITY PORTFOLIO ADVISORS, LLC
SOUTHLAKE, TX · Since 2009
KESTRA INSTITUTIONAL SERVICES, LLC
AUSTIN, TX · Since 2009
LEAP WEALTH MANAGEMENT
DALLAS, TX · Since 2018
ATLASMARK FINANCIAL, INC.
AUSTIN, TX · Since 2016
PRINCIPIA WEALTH ADVISORY, LLC
DALLAS, TX · Since 2022
KOPION ASSET MANAGEMENT, LLC
MCKINNEY, TX · Since 2020
BECK CAPITAL MANAGEMENT LLC
AUSTIN, TX · Since 2010
MOSS, LUSE & WOMBLE, LLC
PLANO, TX · Since 2019
REVERE ASSET
ALLEN, TX · Since 2022
CARSON MANAGEMENT COMPANY, LLC
DALLAS, TX · Since 2010
TNT ASSET MANAGEMENT, LLC
ROUND ROCK, TX · Since 2024
ARTESA FINANCIAL GROUP
CONROE, TX · Since 2021
SIXTH STREET SPECIALTY LENDING ADVISERS, LLC
DALLAS, TX · Since 2011
ACT WEALTH MANAGEMENT, LLC
ALLEN, TX · Since 2010
INTEGRATED WEALTH STRATEGIES, LLC
AUSTIN, TX · Since 2019
BOX FINANCIAL ADVISORS, LLC
GRAPEVINE, TX · Since 2023
GREENBELT INVESTMENT ADVISORS, LLC
ROUND ROCK, TX · Since 2022
SWBC INVESTMENT ADVISORY SERVICES LLC
AUSTIN, TX · Since 2011
STRATEGIC PORTFOLIO SOLUTIONS, LLC
DALLAS, TX · Since 2024
STANLEY CAPITAL MANAGEMENT, LLC
HOUSTON, TX · Since 2017
PERMIAN
DALLAS, TX · Since 2011
CROW HOLDINGS CAPITAL
DALLAS, TX · Since 2011
RIVERCHASE WEALTH MANAGEMENT, LLC
FLOWER MOUND, TX · Since 2023
RETIREMENT PLANNERS OF AMERICA
PLANO, TX · Since 2011
TRINITY HUNT MANAGEMENT, L.P.
DALLAS, TX · Since 2012
LIFESTYLE ASSET MANAGEMENT, INC.
FRIENDSWOOD, TX · Since 2019
PROMUS ADVISORS
DALLAS, TX · Since 2015
LUMINUS MANAGEMENT, LLC
HOUSTON, TX · Since 2011
FORTUNE WEALTH MANAGEMENT, LLC
DALLAS, TX · Since 2011
CIC PARTNERS MANAGEMENT LLC
DALLAS, TX · Since 2012
HADDINGTON VENTURES, LLC
HOUSTON, TX · Since 2012
CRESCENT REAL ESTATE LLC
FORT WORTH, TX · Since 2012
TKC WEALTH MANAGEMENT LLC
DALLAS, TX · Since 2025
VOSS CAPITAL, LP
HOUSTON, TX · Since 2019
FULCRUM WEALTH MANAGEMENT
PLANO, TX · Since 2014
POST OAK PRIVATE WEALTH ADVISORS
HOUSTON, TX · Since 2019
TRANSWESTERN INVESTMENTS
DALLAS, TX · Since 2012
PENNYBACKER CAPITAL MANAGEMENT, LLC
AUSTIN, TX · Since 2012
TXRE ADVISERS, LLC
DALLAS, TX · Since 2012
PRESIDIO INVESTORS LLC
AUSTIN, TX · Since 2020
PHOENIX CAPITAL REALTY ADVISORS, LLC
ADDISON, TX · Since 2012
SUNTX CAPITAL MANAGEMENT CORP.
DALLAS, TX · Since 2012
HEP PARTNERS LLC
DALLAS, TX · Since 2012
GEC ADVISORS LLC
HOUSTON, TX · Since 2015
SAPPHIRE VENTURES, LLC
AUSTIN, TX · Since 2012
SATORI CAPITAL, LLC
DALLAS, TX · Since 2012
THE MILESTONE REAL ESTATE GROUP, LP
DALLAS, TX · Since 2012
AUSTERRA WEALTH MANAGEMENT LLC
DALLAS, TX · Since 2022
SHADOWRIDGE ASSET MANAGEMENT, LLC
AUSTIN, TX · Since 2024
CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC
DALLAS, TX · Since 2026
NEXPOINT ADVISORS, L.P.
DALLAS, TX · Since 2012
ADVISOR RESOURCE COUNCIL
DALLAS, TX · Since 2012
RENOVO CAPITAL, LLC
DALLAS, TX · Since 2015
EMPIRIC INSTITUTIONAL
AUSTIN, TX · Since 2013
MERCANTILE INVESTMENT ADVISORS
WICHITA FALLS, TX · Since 2012
HERITAGE RETIREMENT ADVISORS, LLC
COLLEYVILLE, TX · Since 2018
ENCLAVE ADVISORS, LLC
AUSTIN, TX · Since 2012
CHRISTIAN FINANCIAL ADVISORS
NEW BRAUNFELS, TX · Since 2021
PUREWATER CAPITAL, LLC
FORT WORTH, TX · Since 2025
TITAN RETIREMENT ADVISORS LLC
FULSHEAR, TX · Since 2020
ISC ADVISORS, INC.
DALLAS, TX · Since 2013
SWMG, LLC
FORT WORTH, TX · Since 2019
WORTH ASSET MANAGEMENT
DALLAS, TX · Since 2021
BP CAPITAL ENERGY ADVISORS, LLC
DALLAS, TX · Since 2013
LAVACA CAPITAL, LLC
HOUSTON, TX · Since 2018
EMC CAPITAL MANAGEMENT, LLC
HOUSTON, TX · Since 2022
TL PRIVATE WEALTH
SOUTHLAKE, TX · Since 2017
KILDARE PARTNERS US, LLC
WESTLAKE, TX · Since 2013
ERGUZ, LLC
THE WOODLANDS, TX · Since 2013
MBR FINANCIAL
HOUSTON, TX · Since 2013
FARRIS CAPITAL MANAGEMENT INC.
CARROLLTON, TX · Since 2022
EIV CAPITAL, LLC
HOUSTON, TX · Since 2015
SECURE FINANCIAL MANAGEMENT
SAN ANTONIO, TX · Since 2021
KERCHEVILLE ADVISORS LLC
SAN ANTONIO, TX · Since 2015
APPLEWHITE & BUYS FINANCIAL ADVISORS
DALLAS, TX · Since 2025
TURNBRIDGE CAPITAL, LLC
LITTLE ELM, TX · Since 2014
SEQUEL HOLDINGS, L.P.
DALLAS, TX · Since 2019
CHUNG WU INVESTMENT GROUP, LLC
SUGAR LAND, TX · Since 2024
HALCYON GLOBAL ADVISORS
DALLAS, TX · Since 2020
ANKERSTAR WEALTH, LLC
LEANDER, TX · Since 2025
BLACK BARN FINANCIAL, LLC
AUSTIN, TX · Since 2024
GREY ROCK ENERGY MANAGEMENT, LLC
DALLAS, TX · Since 2017
BOWIE CAPITAL MANAGEMENT, LLC
RICHARDSON, TX · Since 2014
UPTOWN CAPITAL ADVISORS
DALLAS, TX · Since 2025
INTEGRATED ADVISORS NETWORK LLC
DALLAS, TX · Since 2015
FOCUS 401 (K) GROUP, LLC
ADDISON, TX · Since 2014
SOUNDWATCH CAPITAL, LLC
DALLAS, TX · Since 2014
AUTUMN LANE ADVISORS, LLC
HOUSTON, TX · Since 2014
ARROYO ENERGY INVESTMENT PARTNERS LLC
SPRING, TX · Since 2015
COYLE CAPITAL, LLC
LAKEWAY, TX · Since 2019
RFG WEALTH ADVISORY
ARGYLE, TX · Since 2018
QUANTUM CAPITAL GROUP
HOUSTON, TX · Since 2015
THREADGILL FINANCIAL, LLC
THE WOODLANDS, TX · Since 2018
WOMACK FINANCIAL LLC
DALLAS, TX · Since 2024
VENDERA MANAGEMENT HOLDINGS, LLC
DALLAS, TX · Since 2016
CENTEROAK ADVISER, L.P.
DALLAS, TX · Since 2015
BBAM US LP
DALLAS, TX · Since 2023
CLARE MARKET INVESTMENTS, LLC
DALLAS, TX · Since 2019
ICP GROUP INVESTMENT MANAGER, LLC
DALLAS, TX · Since 2020
SERVICE ACADEMY CAPITAL MANAGEMENT LLC
DALLAS, TX · Since 2018
BUCKHORN RESOURCES, LP
HOUSTON, TX · Since 2025
FINANCIAL AURORA, LLC.
AUSTIN, TX · Since 2024
TRINITAS CAPITAL MANAGEMENT
DALLAS, TX · Since 2015
CENTERGATE CAPITAL
AUSTIN, TX · Since 2017
CORONADO RESOURCES MANAGEMENT LP
DALLAS, TX · Since 2016
LWO LLC
DALLAS, TX · Since 2023
IMPACT SHARES
DALLAS, TX · Since 2018
CENTRIC ADVISORS, LLC
CYPRESS, TX · Since 2021
II TECHNOLOGY, LLC
AUSTIN, TX · Since 2026
FIC PARTNERS MANAGEMENT, LP
HOUSTON, TX · Since 2017
SPRING CAPITAL MANAGEMENT
AMARILLO, TX · Since 2020
SONNET, LLC
SPRING, TX · Since 2025
PABRAI WAGONS ADVISORS
WEST LAKE HILLS, TX · Since 2022
ROOSEVELT CAPITAL MANAGEMENT LLC
DALLAS, TX · Since 2023
ENCOMPASS ADVISORY SERVICES, LLC
KATY, TX · Since 2025
SABREPOINT CAPITAL MANAGEMENT
DALLAS, TX · Since 2019
PATHWAY WEALTH MANAGEMENT, LLC
DALLAS, TX · Since 2026
PROTA FINANCIAL
HOUSTON, TX · Since 2022
PRESCOTT ADVISORS, LLC
DALLAS, TX · Since 2017
SERVE CAPITAL PARTNERS
AUSTIN, TX · Since 2019
JACKSON HILL ADVISORS, LLC
HOUSTON, TX · Since 2022
ECP INVESTMENT ADVISORS LLC
DALLAS, TX · Since 2016
QUATTRO FINANCIAL ADVISORS
THE WOODLANDS, TX · Since 2016
RIVERCREST CAPITAL MANAGEMENT LLC
FORT WORTH, TX · Since 2019
CROSSTIMBERS CAPITAL GROUP, LLC
HOUSTON, TX · Since 2017
TYME ADVISORS
PLANO, TX · Since 2024
SMITH & WYATT
COLLEGE STATION, TX · Since 2023
QMP MANAGEMENT, LLC
DALLAS, TX · Since 2020
LEDER FIDUCIARY CAPITAL LLC
BELLAIRE, TX · Since 2026
ROG VI L.L.C.
HOUSTON, TX · Since 2018
HC2 CAPITAL, LLC
DALLAS, TX · Since 2024
LSCP ADVISORS, LLC
AUSTIN, TX · Since 2018
FROST INVESTMENT SERVICES
SAN ANTONIO, TX · Since 2017
OUTFITTER ENERGY MANAGEMENT, LLC
HOUSTON, TX · Since 2016
ARKOS GLOBAL ADVISORS, LLC
HOUSTON, TX · Since 2017
CIBOLO ENERGY PARTNERS, LLC
HOUSTON, TX · Since 2018
IRONBRIDGE PRIVATE WEALTH, LLC
AUSTIN, TX · Since 2019
HAVENCREST CAPITAL MANAGEMENT, LLC
DALLAS, TX · Since 2022
SCALAR GAUGE MANAGEMENT, LLC
DALLAS, TX · Since 2022
ROSEROCK WEALTH MANAGEMENT, LLC
DALLAS, TX · Since 2021
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
CEDAR PARK, TX · Since 2021
RECURRENT INVESTMENT ADVISORS LLC
HOUSTON, TX · Since 2017
OAKSTREET WEALTH MANAGEMENT, INC.
MAGNOLIA, TX · Since 2019
ZARVONA ENERGY LLC
HOUSTON, TX · Since 2017
CCC ADVISORS, LLC
AUSTIN, TX · Since 2017
CROSSMARK WEALTH MANAGEMENT, LLC
HOUSTON, TX · Since 2017
VWH CAPITAL MANAGEMENT, LP
DALLAS, TX · Since 2017
COLLECTIVE WEALTH ADVISORS LLC
COPPELL, TX · Since 2025
MAQRO ADVISORS LLC
AUSTIN, TX · Since 2021
APEIRON
DALLAS, TX · Since 2017
STYRE WEALTH
FORT WORTH, TX · Since 2017
STRONGHOLD RESOURCE PARTNERS
DALLAS, TX · Since 2018
JOHKIM CAPITAL PARTNERS MANAGEMENT LLC
DALLAS, TX · Since 2020
HAZOOR PARTNERS, LLC
AUSTIN, TX · Since 2022
BRAZOS CAPITAL
AUSTIN, TX · Since 2017
GARNETT ADVISORS, LLC
DENTON, TX · Since 2019
MASTERPIECE CAPITAL, LLC
AUSTIN, TX · Since 2017
THE ADVISORS GROUP
LUBBOCK, TX · Since 2024
CATALYST CAPITAL ADVISERS LLC
DALLAS, TX · Since 2018
ROOT FINANCIAL PARTNERS
AUSTIN, TX · Since 2022
BANORTE ASSET MANAGEMENT, INC.
HOUSTON, TX · Since 2019
DOVETAIL WEALTH MANAGEMENT, LLC
TAYLOR, TX · Since 2018
BRINDLE & BAY FINANCIAL ADVISORS, LLC
FRISCO, TX · Since 2024
PROVIDENT FINANCIAL PLANNING, LLC
ADDISON, TX · Since 2022
BRIDGEFRONT CAPITAL, LLC
AUSTIN, TX · Since 2021
ADVISOR LOGISTICS, LLC
BOERNE, TX · Since 2018
MEREWETHER INVESTMENT MANAGEMENT, LP
DALLAS, TX · Since 2021
WILLIAM MADISON ADVISORS, INC.
ABILENE, TX · Since 2018
ALTA FOX CAPITAL MANAGEMENT, LLC
FORT WORTH, TX · Since 2021
HEALTHQUEST CAPITAL MANAGEMENT, L.P.
AUSTIN, TX · Since 2023
FAMILY DYNASTY ADVISORS LLC
LUBBOCK, TX · Since 2023
NORTH HUDSON RESOURCE PARTNERS LP
HOUSTON, TX · Since 2020
ENERVEST INVESTMENT SERVICES, L.L.C.
HOUSTON, TX · Since 2018
MODERN FINANCIAL PLANNING
GEORGETOWN, TX · Since 2025
BLUE SAGE CAPITAL
AUSTIN, TX · Since 2018
ALLRED HARRIS WEALTH MANAGEMENT.
DALLAS, TX · Since 2018
BEST INVEST
SAN ANTONIO, TX · Since 2018
VIRTUS FAMILY OFFICE
EL PASO, TX · Since 2021
CLEAR SKY FINANCIAL, LP
PROSPER, TX · Since 2021
ESP INVESTMENT ADVISORS LLC
DALLAS, TX · Since 2019
DURATION ASSET MANAGEMENT, LLC
DALLAS, TX · Since 2018
ARA PARTNERS
HOUSTON, TX · Since 2019
GREEN & DECKERT LLC
LUBBOCK, TX · Since 2025
THOMIST CAPITAL MANAGEMENT, LP
HOUSTON, TX · Since 2019
3B CAPITAL MANAGEMENT, LP
DALLAS, TX · Since 2021
CAPSTAR FINANCIAL SERVICES LLC
AUSTIN, TX · Since 2022
OPENAIR FINANCIAL, LLC
SOUTHLAKE, TX · Since 2023
COOKSEN WEALTH, LLC
THE WOODLANDS, TX · Since 2023
REDBUD ADVISORS
AUSTIN, TX · Since 2022
LEGACY CHIEF FINANCIAL OFFICE, LLC
SHENANDOAH, TX · Since 2026
OPTIMUM QUANTVEST CORPORATION
DALLAS, TX · Since 2019
NEXPOINT INSURANCE SOLUTIONS, L.P.
DALLAS, TX · Since 2019
SOUTHWESTERN MONEY MANAGEMENT LLC
SAN ANTONIO, TX · Since 2019
ROG IX, LLC
HOUSTON, TX · Since 2019
FINAMEX ASSET MANAGEMENT, LLC
HOUSTON, TX · Since 2025
SOCORRO ASSET MANAGEMENT
DALLAS, TX · Since 2019
LIVE OAK INVESTMENT PARTNERS
AUSTIN, TX · Since 2019
FORTHRIGHT FAMILY WEALTH ADVISORY LLC
HOUSTON, TX · Since 2019
ABUNDO WEALTH
HOUSTON, TX · Since 2021
AVIDITY PARTNERS MANAGEMENT LP
DALLAS, TX · Since 2020
CORPS CAPITAL ADVISORS, LLC
SOUTHLAKE, TX · Since 2019
LEVEL FOUR CAPITAL MANAGEMENT
DALLAS, TX · Since 2019
CFM WEALTH PARTNERS LLC
AUSTIN, TX · Since 2019
MEROS INVESTMENT MANAGEMENT, LP
DALLAS, TX · Since 2019
PARKER FINANCIAL ADVISORS LLC
HOUSTON, TX · Since 2019
ACRUENCE CAPITAL, LLC
DALLAS, TX · Since 2021
BURKE WEALTH MANAGEMENT, LLC
HOUSTON, TX · Since 2026
NEXPOINT REAL ESTATE ADVISORS VII, L.P.
DALLAS, TX · Since 2019
SAVE ADVISERS LLC
HOUSTON, TX · Since 2020
IRONOAK WEALTH
CEDAR PARK, TX · Since 2025
SCALEWORKS CAPITAL, LLC
SAN ANTONIO, TX · Since 2020
BURFORD BROTHERS, INC.
DALLAS, TX · Since 2019
LP INVESTMENT MANAGEMENT, LLC
DALLAS, TX · Since 2020
REVERE CAPITAL MANAGEMENT LP
DALLAS, TX · Since 2020
KA CREDIT ADVISORS, LLC
HOUSTON, TX · Since 2020
TROVE INVESTMENT ADVISORS LLC
DALLAS, TX · Since 2021
RED SWAN PRIVATE CLIENT
HOUSTON, TX · Since 2020
CMG WEALTH MANAGEMENT
PLANO, TX · Since 2020
SILVER HILL ENERGY PARTNERS, LP
DALLAS, TX · Since 2020
PALADINO WEALTH
MONTGOMERY, TX · Since 2020
PMV CAPITAL ADVISERS, LLC
DALLAS, TX · Since 2022
NEXANNUITY ASSET MANAGEMENT, L.P.
DALLAS, TX · Since 2021
GUIDED CAPITAL WEALTH MANAGEMENT, LLC
HOUSTON, TX · Since 2024
CHILDRESS CAPITAL ADVISORS, LLC
HOUSTON, TX · Since 2020
SPICEWOOD MINERAL MANAGEMENT, LLC
DALLAS, TX · Since 2023
RWM CAPITAL, LLC
SUGAR LAND, TX · Since 2020
ARMADILLO LITIGATION FUNDING LLC
HOUSTON, TX · Since 2020
NFJ INVESTMENT GROUP, LLC
DALLAS, TX · Since 2020
FORMENTERA PARTNERS LP
AUSTIN, TX · Since 2022
BALLAST ASSET MANAGEMENT
DALLAS, TX · Since 2020
HENRY BRAGG & CO.
HOUSTON, TX · Since 2020
SYCAMORE TREE CAPITAL PARTNERS, L.P.
DALLAS, TX · Since 2022
ATX FINANCIAL PLANNING, LLC
AUSTIN, TX · Since 2024
KA CREDIT ADVISORS II, LLC
HOUSTON, TX · Since 2021
CONDIRE MANAGEMENT, LP
DALLAS, TX · Since 2020
EQUILIBRIA WEALTH MANAGEMENT, LLC
KATY, TX · Since 2020
CHARIS LEGACY PARTNERS
BRYAN, TX · Since 2024
SAGEFIELD INVESTMENT GROUP LP
DALLAS, TX · Since 2022
RIA WEALTH ADVISORS, LLC
ROUND ROCK, TX · Since 2021
DESTINY ADVISORS LLC
AUSTIN, TX · Since 2022
PMG FAMILY OFFICE, LLC
PLANO, TX · Since 2024
SHELTON WEALTH MANAGEMENT, LLC
FORT WORTH, TX · Since 2021
MAIN STREET RETIREMENT PLANNING, LLC
COPPELL, TX · Since 2021
PCIM REALTY ADVISORS, LLC
ADDISON, TX · Since 2022
VELOCIS MANAGEMENT, LLC
DALLAS, TX · Since 2023
SKYBOUND WEALTH USA
HOUSTON, TX · Since 2021
1836 ASSET MANAGEMENT, LLC
GARLAND, TX · Since 2021
327 CAPITAL PARTNERS, LLC
SAN ANTONIO, TX · Since 2021
CALDERWOOD FINANCIAL STRATEGIES, INC.
HOUSTON, TX · Since 2021
BRAEMONT CAPITAL
DALLAS, TX · Since 2021
ABRAHAM TRADING COMPANY
CANADIAN, TX · Since 2021
KOIN CAPITAL INC
HOUSTON, TX · Since 2021
ENZI WEALTH
AUSTIN, TX · Since 2021
WPA FAMILY OFFICE, LLC
DALLAS, TX · Since 2021
GURUFOCUS INVESTMENTS, LLC
PLANO, TX · Since 2021
NEXPOINT REAL ESTATE ADVISORS X, L.P.
DALLAS, TX · Since 2021
SCHERER FINANCIAL ADVISORY SERVICES, LLC
DALLAS, TX · Since 2021
NEXADVISORS, LLC
DALLAS, TX · Since 2021
BH CREDIT MANAGEMENT LLC
DALLAS, TX · Since 2022
STELLUS CAPITAL INCOME PBDC, LLC
HOUSTON, TX · Since 2021
SK ADVISOR NETWORK, LLC
PLANO, TX · Since 2021
BRIDGE CAPITAL ADVISORS
HOUSTON, TX · Since 2022
KESTRA INVESTMENT MANAGEMENT, LLC.
AUSTIN, TX · Since 2021
NUCLO WEALTH
HOUSTON, TX · Since 2024
TRANSCE3ND LLC
BUDA, TX · Since 2022
GOODLANDER INVESTMENT MANAGEMENT, LLC
DALLAS, TX · Since 2025
DI INVESTMENT MANAGEMENT LP
DALLAS, TX · Since 2022
ASCENTIS ASSET MANAGEMENT, LLC
DALLAS, TX · Since 2022
STONETREE INVESTMENT PARTNERS LLC
DALLAS, TX · Since 2025
CIVITAS CAPITAL MANAGEMENT, LLC
DALLAS, TX · Since 2022
RPS RETIREMENT PLAN ADVISORS
AUSTIN, TX · Since 2022
WEALTH BENEFIT ADVISORS, LLC
HOUSTON, TX · Since 2022
SIXTH STREET LENDING PARTNERS ADVISERS, LLC
DALLAS, TX · Since 2022
EOC PARTNERS ADVISORS L.P.
HOUSTON, TX · Since 2023
HM INTERNATIONAL L.L.C.
AUSTIN, TX · Since 2022
STRIVE ASSET MANAGEMENT
DALLAS, TX · Since 2022
DAUNTLESS CAPITAL PARTNERS LLC
HOUSTON, TX · Since 2022
PANTELES ADVISORS
ARGYLE, TX · Since 2026
RETIREMENT FINANCIAL GROUP, LLC
BEAUMONT, TX · Since 2022
UNITY PARTNERS
DALLAS, TX · Since 2025
ASCENTIS INDEPENDENT ADVISORS, LLC
DALLAS, TX · Since 2022
CLIMATE INVESTMENT
HOUSTON, TX · Since 2023
CORNERMEN FINANCIAL, LLC
SAN ANTONIO, TX · Since 2022
LYNWOOD PRICE CAPITAL MANAGEMENT LP
AUSTIN, TX · Since 2024
MAROON PASS ADVISORS LP
AUSTIN, TX · Since 2026
S2 FUND MANAGER, LLC
DALLAS, TX · Since 2023
SLOTNIK CAPITAL, LLC
DALLAS, TX · Since 2023
DAYS GLOBAL ADVISORS
HOUSTON, TX · Since 2023
MCP MANAGEMENT, LP
AUSTIN, TX · Since 2025
POSITION WEALTH
THE WOODLANDS, TX · Since 2023
CAP SIX ADVISORS
HOUSTON, TX · Since 2025
EVERKEY FINANCIAL LLC
KATY, TX · Since 2026
CARLIN WEALTH MANAGEMENT GROUP, LLC
AUSTIN, TX · Since 2023
CHRISTOPHER & CO., LLC
AUSTIN, TX · Since 2024
TERRAFORM WEALTH, LLC
HOUSTON, TX · Since 2023
REWBIX
AUSTIN, TX · Since 2023
TEXAS FAMILY WEALTH, LLC
FRIENDSWOOD, TX · Since 2023
CAZ INVESTMENTS REGISTERED ADVISER LLC
HOUSTON, TX · Since 2023
ORCHID ADVISORY
DALLAS, TX · Since 2023
HIGH RIVER RESOURCES MANAGEMENT LLC
DALLAS, TX · Since 2025
SSB&T WEALTH MANAGEMENT, LLC
FREDERICKSBURG, TX · Since 2023
DIGITAL WEALTH PARTNERS
DALLAS, TX · Since 2023
UNIFIMONEY RIA
AUSTIN, TX · Since 2023
1876 PARTNERS, LP
TOMBALL, TX · Since 2024
PLANGUIDE FINANCIAL
SOUTHLAKE, TX · Since 2026
NOLET WEALTH MANAGEMENT, LLC
FORT WORTH, TX · Since 2024
LONGHORN CAPITAL PARTNERS, L.P.
FORT WORTH, TX · Since 2025
SANJAC ALPHA LP
HOUSTON, TX · Since 2024
SWIFT CREEK PARTNERS
DALLAS, TX · Since 2024
SILVER LAKE CAPITAL PARTNERS
DALLAS, TX · Since 2024
SARMAYA PARTNERS, LLC
SAN ANTONIO, TX · Since 2025
ASCENTIS WEALTH MANAGEMENT, LLC
DALLAS, TX · Since 2024
FISHER\SMB
PLANO, TX · Since 2024
MILITIA INVESTMENTS, LLC
AUSTIN, TX · Since 2024
WISDOM FIXED INCOME MANAGEMENT
DALLAS, TX · Since 2024
RELIANCE WEALTH MANAGEMENT
SAN ANTONIO, TX · Since 2026
SIMPLEVISOR
HOUSTON, TX · Since 2024
LEON CAPITAL MANAGEMENT, LLC
DALLAS, TX · Since 2025
FORTUNA FUNDS, LLC
DALLAS, TX · Since 2024
SUMMITTX CAPITAL, L.P.
FORT WORTH, TX · Since 2025
VIAQUEST ADVISORS LLC
HOUSTON, TX · Since 2024
ARA GC PARTNERS, LLC
HOUSTON, TX · Since 2025
MOZAYYX MANAGEMENT LLC
AUSTIN, TX · Since 2025
CARROLL ADVISORY GROUP
TEXARKANA, TX · Since 2025
AUGMENT ADVISORS, LLC
AUSTIN, TX · Since 2026
FOUNDER ETFS LLC
DALLAS, TX · Since 2025
BINVESTING
HOUSTON, TX · Since 2025
MAPLE PARK CAPITAL
DALLAS, TX · Since 2025
MOFFATT FINANCIAL STRATEGIES
FORT WORTH, TX · Since 2026
PRESTIGE WEALTH MANAGEMENT
SOUTHLAKE, TX · Since 2025
FIVANCIAL ADVISORS, INC.
DALLAS, TX · Since 2025
QUOTIENT WEALTH ASSET MANAGEMENT, LLC
DALLAS, TX · Since 2025
NEXUS ONE FINANCIAL ADVISORS LLC
PLANO, TX · Since 2025
NESTVST
SUGAR LAND, TX · Since 2025
ENCORE GLOBAL MANAGEMENT LP
HOUSTON, TX · Since 2025
ASPENRIDGE WEALTH ADVISORS
FORT WORTH, TX · Since 2025
CAZ GP STAKES ADVISER LLC
HOUSTON, TX · Since 2025
ALKA PARTNERS, LLC
FARMERS BRANCH, TX · Since 2026
PARADIGM GLOBAL INVESTORS
DALLAS, TX · Since 2025
LEO WEALTH AMERICAS, LLC
HURST, TX · Since 2026
SSC
HOUSTON, TX · Since 2026
THIRTEEN TWENTY-TWO ADVISORS
FORT WORTH, TX · Since 2026
NORTHILL AIMS, LLC
RICHARDSON, TX · Since 2025
IRONHORN ADVISORS LLC
AUSTIN, TX · Since 2026
TECTONIC CAPITAL ADVISORS, LLC
HOUSTON, TX · Since 2025
PECUSAVVY FINANCIAL, LLC
EL PASO, TX · Since 2026
ROCKWALL WEALTH MANAGEMENT
ROCKWALL, TX · Since 2026
LEMNIS CAPITAL
RICHARDSON, TX · Since 2026
MDT FINANCIAL ADVISORS, LLC
WEBSTER, TX · Since 2026
AWAKEN WEALTH PARTNERS LLC
HOUSTON, TX · Since 2026
MAGARIAN CAPITAL MANAGEMENT, LLC
SAN ANTONIO, TX · Since 2026
SKYLAR CAPITAL MANAGEMENT LP
HOUSTON, TX · Since 2026
CLAIRALPHA ADVISORS LLC
RICHARDSON, TX · Since 2026
WEATHERGAGE CAPITAL, LLC
AUSTIN, TX · Since 2011
GAVLTD INTERNATIONAL CORPORATION
EL PASO, TX · Since 2021
QUANTUM CAPITAL GROUP
HOUSTON, TX · Since 2012
CAIRD INVESTMENTS
DALLAS, TX · Since 2025
LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES
HOUSTON, TX · Since 1985
TRUST ADVISORS, INC.
HOUSTON, TX · Since 2011
PORTFOLIO MANAGEMENT, LLC
AUSTIN, TX · Since 1992
WHITE ROCK RESOURCES HOLDINGS, LLC
PLANO, TX · Since 2024
GUIDESTONE CAPITAL MANAGEMENT
DALLAS, TX · Since 2001
CANYON CLO ADVISORS LP
DALLAS, TX · Since 2015
ADVISORS CRYPTO, INC.
AUSTIN, TX · Since 2021
LONE STAR INVESTMENT ADVISORS, LLC
DALLAS, TX · Since 2012
WHITE ROCK OIL & GAS HOLDINGS, LLC
PLANO, TX · Since 2016
CARRIAGE SERVICES INVESTMENT ADVISORS, INC.
HOUSTON, TX · Since 2012
SMH CAPITAL ADVISORS LLC
FORT WORTH, TX · Since 1997
BEACON FINANCIAL GROUP
DALLAS, TX · Since 2000
ROBERTSON INVESTMENT MANAGEMENT
HOUSTON, TX · Since 2021
APPLIED FINANCE ADVISORS, LLC
SAN ANTONIO, TX · Since 2006
FINSER INVESTMENT ADVISOR
SAN ANTONIO, TX · Since 2007
BALEFIRE, LLC
DALLAS, TX · Since 2014
SOVEREIGN WEALTH ADVISORS LLC
HOUSTON, TX · Since 2015
CASTLEVIEW PARTNERS, LLC
DALLAS, TX · Since 2015
HILL COUNTRY GROUP
BOERNE, TX · Since 2021
TITLEIST ASSET MANAGEMENT, LLC
SAN ANTONIO, TX · Since 2022
STAVIS WEALTH TRANSFER SOLUTIONS
HOUSTON, TX · Since 2023
CATALYST WEALTH MANAGEMENT LLC
HOUSTON, TX · Since 2024
REDWOOD FAMILY WEALTH LLC
ADDISON, TX · Since 2025
818 FAMILY OFFICE, LLC
AUSTIN, TX · Since 2025
USAA INVESTMENT SERVICES COMPANY
SAN ANTONIO, TX · Since 2022
WORTH FINANCIAL GROUP INC.
DALLAS, TX · Since 2026
MADDEN ASSET MANAGEMENT
DALLAS, TX · Since 2004
KAYNE ANDERSON CAPITAL ADVISORS, L.P.
HOUSTON, TX · Since 1994
CHILTON CAPITAL MANAGEMENT LLC
HOUSTON, TX · Since 1996
TERRY MCDANIEL & COMPANY
AUSTIN, TX · Since 1985
PAUL COMSTOCK PARTNERS
HOUSTON, TX · Since 1984
AUSTIN ASSET
AUSTIN, TX · Since 1988
PIN OAK INVESTMENT ADVISORS INC
HOUSTON, TX · Since 1990
BRIAUD FINANCIAL ADVISORS
COLLEGE STATION, TX · Since 1988
FINANCIAL SYNERGIES
HOUSTON, TX · Since 1987
LEE FINANCIAL COMPANY, LLC
DALLAS, TX · Since 1975
WARWICK PARTNERS
BRYAN, TX · Since 1979
OPTIMA ASSET MANAGEMENT INC
DALLAS, TX · Since 1996
VICTORY CAPITAL MANAGEMENT INC.
SAN ANTONIO, TX · Since 1994
ROBERT HARRELL, INCORPORATED
AUSTIN, TX · Since 1991
DIMENSIONAL FUND ADVISORS LP
AUSTIN, TX · Since 1981
SAROFIM TRUST CO
HOUSTON, TX · Since 1978
LINSCOMB WEALTH, INC.
HOUSTON, TX · Since 1995
SAROFIM REALTY ADVISORS LLC
HOUSTON, TX · Since 1993
BEAIRD HARRIS
DALLAS, TX · Since 1996
FRUTH INVESTMENT MANAGEMENT
HOUSTON, TX · Since 1992
ROGERS WEALTH GROUP, INC.
FORT WORTH, TX · Since 1996
ADELL HARRIMAN & CARPENTER
HOUSTON, TX · Since 1995
SFMG WEALTH ADVISORS
PLANO, TX · Since 1993
CANYON PARTNERS REAL ESTATE LLC
DALLAS, TX · Since 1998
CANYON CAPITAL ADVISORS LLC
DALLAS, TX · Since 1998
HOWARD FINANCIAL SERVICES, LTD.
DALLAS, TX · Since 1994
MAVERICK CAPITAL LTD
DALLAS, TX · Since 1994
LEGACY CONSULTING GROUP
PLANO, TX · Since 2000
ALM FIRST FINANCIAL ADVISORS LLC
DALLAS, TX · Since 2000
SCHLINDWEIN ASSOCIATES LLC
DALLAS, TX · Since 2000
MERIT ENERGY COMPANY
DALLAS, TX · Since 2000
ASCENSION CAPITAL ADVISORS, INC.
HOUSTON, TX · Since 2000
LUTHER KING CAPITAL MANAGEMENT CORPORATION
FORT WORTH, TX · Since 1979
FMP WEALTH ADVISERS
AUSTIN, TX · Since 1987
PENN DAVIS MCFARLAND INC
DALLAS, TX · Since 1977
FCA CORP
HOUSTON, TX · Since 1984
BRIDGEWAY CAPITAL MANAGEMENT, LLC
HOUSTON, TX · Since 1993
CAIN, WATTERS & ASSOCIATES, LLC
FRISCO, TX · Since 1991
KELLER WEALTH ADVISORS
VICTORIA, TX · Since 1998
TOLLESON PRIVATE WEALTH MANAGEMENT
DALLAS, TX · Since 2000
LUCIEN STIRLING & GRAY ADVISORY GROUP INC
AUSTIN, TX · Since 2014
CAZ INVESTMENTS L.P.
HOUSTON, TX · Since 2001
CALLAHAN ADVISORS, LLC
HOUSTON, TX · Since 2003
GLASS WEALTH MANAGEMENT CO., LLC
SAN ANTONIO, TX · Since 2018
HORIZON WEALTH ADVISORS
HOUSTON, TX · Since 2003
CERTIFIED FINANCIAL STRATEGIES CORPORATION
DALLAS, TX · Since 2025
LAUTERBACH FINANCIAL ADVISORS, LLC
EL PASO, TX · Since 2005
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC
HOUSTON, TX · Since 2007
STEGENT EQUITY ADVISORS INC.
HOUSTON, TX · Since 2005
MCDONALD CAPITAL MANAGEMENT
LUBBOCK, TX · Since 2002
DISCIPLINED INVESTORS, L.L.C.
WACO, TX · Since 2007
GOODMAN FINANCIAL CORPORATION
HOUSTON, TX · Since 2002
CORUS FAMILY WEALTH ADVISORS, INC.
MCKINNEY, TX · Since 2020
WHITE ROCK CAPITAL
DALLAS, TX · Since 2021
OVERRIDGE WEALTH ADVISORS
FORT WORTH, TX · Since 2003
HBK CAPITAL MANAGEMENT
DALLAS, TX · Since 2009
BIGLARI CAPITAL CORP.
SAN ANTONIO, TX · Since 2013
DEAN, JACOBSON FINANCIAL SERVICES
FORT WORTH, TX · Since 2012
TRUE NORTH ADVISORS, LLC
DALLAS, TX · Since 2006
CARGILE INVESTMENT MANAGEMENT
MIDLAND, TX · Since 2005
HOLT CAPITAL PARTNERS, L.P.
FORT WORTH, TX · Since 2013
THE CAPITAL CHART ROOM, LTD
FORT WORTH, TX · Since 2001
STRATEGIC FINANCIAL PLANNING, INC.
PLANO, TX · Since 2021
ROBERTSON OPPORTUNITY CAPITAL, LLC
DALLAS, TX · Since 2006
WALLACE CAPITAL MANAGEMENT, INC.
DALLAS, TX · Since 2009
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC
DALLAS, TX · Since 2007
WILLIS JOHNSON WEALTH
HOUSTON, TX · Since 2006
ALPHA CAPITAL MANAGEMENT
AUSTIN, TX · Since 2002
HERITAGE WEALTH MANAGEMENT
HOUSTON, TX · Since 2016
CRESTLINE MANAGEMENT, L.P.
FORT WORTH, TX · Since 2002
SALI FUND SERVICES
AUSTIN, TX · Since 2003
RANGER INVESTMENT MANAGEMENT,L.P.
DALLAS, TX · Since 2003
ANSON FUNDS MANAGEMENT LP
DALLAS, TX · Since 2012
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
SUGAR LAND, TX · Since 2022
CYPRESS CREEK PARTNERS
AUSTIN, TX · Since 2004
LBJ FAMILY WEALTH ADVISORS, LTD.
AUSTIN, TX · Since 2005
RR ADVISORS, LLC
DALLAS, TX · Since 2012
KWK MANAGEMENT LLC
HOUSTON, TX · Since 2005
BRAESIDE INVESTMENTS, LLC
DALLAS, TX · Since 2011
CPMG, INC.
DALLAS, TX · Since 2005
NXG INVESTMENT MANAGEMENT
DALLAS, TX · Since 2004
KM CAPITAL MANAGEMENT, LTD.
AUSTIN, TX · Since 2017
CRG
HOUSTON, TX · Since 2004
THE WATCHMAN GROUP, INC.
PLANO, TX · Since 2005
LEVEL FOUR ADVISORY SERVICES
DALLAS, TX · Since 2006
TEAM FINANCIAL STRATEGIES
ABILENE, TX · Since 2013
UNITED CAPITAL FINANCIAL ADVISORS
IRVING, TX · Since 2005
A SLING & A STONE, INCORPORATED
BURNET, TX · Since 2025
DOUBLE EAGLE CAPITAL MANAGEMENT LP
SOUTHLAKE, TX · Since 2007
L & B REALTY ADVISORS, LLP
DALLAS, TX · Since 2005
ANNANDALE CAPITAL, LLC
DALLAS, TX · Since 2005
USCA ASSET MANAGEMENT LLC
HOUSTON, TX · Since 2005
ADVOCATES WEALTH PLANNING
HOUSTON, TX · Since 2006
FREEDOM DAY SOLUTIONS, LLC
HOUSTON, TX · Since 2006
S.B. VALUE PARTNERS, L.P.
SAN ANTONIO, TX · Since 2006
NEWPORT GLOBAL ADVISORS L.P.
THE WOODLANDS, TX · Since 2006
TURTLE CREEK TRUST
DALLAS, TX · Since 2006
RIDGEWOOD ENERGY CORPORATION
HOUSTON, TX · Since 2007
CUMBERLAND HILL CAPITAL MANAGEMENT LLC
DALLAS, TX · Since 2006
SOLUTIONS 4 WEALTH
SOUTHLAKE, TX · Since 2021
PARAGON FINANCIAL ADVISORS
COLLEGE STATION, TX · Since 2007
CYPRESS POINT WEALTH MANAGEMENT, LLC
DALLAS, TX · Since 2007
JASPER RIDGE PARTNERS, L.P.
FORT WORTH, TX · Since 2009
REAP FINANCIAL GROUP, LLC
AUSTIN, TX · Since 2020
LIFETIME WEALTH MANAGEMENT P.C.
ROCKWALL, TX · Since 2018
SENDERO WEALTH MANAGEMENT, LLC
SAN ANTONIO, TX · Since 2007
NOKOMIS CAPITAL, L.L.C.
DALLAS, TX · Since 2012
YCG, LLC
AUSTIN, TX · Since 2007
TURNER CAPITAL INVESTMENTS, LLC
AUSTIN, TX · Since 2021
AWH CAPITAL, L.P.
DALLAS, TX · Since 2017
SNOWCAP CAPITAL MANAGEMENT
DALLAS, TX · Since 2008
MURRAY INVESTMENT MANAGEMENT, LLC
HOUSTON, TX · Since 2023
UNITED ADVISORS AMERICA
PROSPER, TX · Since 2018
TRUST ASSET MANAGEMENT LLC
HOUSTON, TX · Since 2008
KEENER FINANCIAL PLANNING
KELLER, TX · Since 2019
RIVERROCK ASSET MANAGEMENT LLC
HOUSTON, TX · Since 2023
HOURGLASS CAPITAL, LLC
HOUSTON, TX · Since 2008
BRASADA CAPITAL MANAGEMENT, LP
HOUSTON, TX · Since 2013
SEQUENT ASSET MANAGEMENT, LLC
HOUSTON, TX · Since 2008
CAMDEN WEALTH ADVISORS LLC
HOUSTON, TX · Since 2009
PROSIGHT CAPITAL
DALLAS, TX · Since 2016
MTR FINANCIAL SERVICES, LLC
KINGWOOD, TX · Since 2026
TWIN TREE MANAGEMENT, LP
DALLAS, TX · Since 2012
TAILWIND ADVISORS
FORT WORTH, TX · Since 2009
WISNIEWSKI WEALTH MANAGEMENT
DALLAS, TX · Since 2021
BEAUMONT ASSET MANAGEMENT, LLC
BEAUMONT, TX · Since 2016
RIA ADVISORS
HOUSTON, TX · Since 2013
PROPHET CAPITAL ASSET MANAGEMENT
AUSTIN, TX · Since 2009
M.C. BYRD WEALTH MANAGEMENT, LLC
BELLVILLE, TX · Since 2015
QUADCAP WEALTH MANAGEMENT, LLC
FRISCO, TX · Since 2014
PER STIRLING CAPITAL MANAGEMENT, LLC
AUSTIN, TX · Since 2009
S HARRIS FINANCIAL GROUP, LLC
SAN ANTONIO, TX · Since 2024
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
ALLEN, TX · Since 2023
AVONDALE WEALTH MANAGEMENT LLC
WEST LAKE HILLS, TX · Since 2015
INSIGHT WEALTH PARTNERS
PLANO, TX · Since 2010
RYDAR EQUITIES, INC.
WEATHERFORD, TX · Since 2024
MCGOWAN GROUP ASSET MANAGEMENT, INC.
DALLAS, TX · Since 2010
CHJ WEALTH MANAGEMENT
THE WOODLANDS, TX · Since 2010
GSV ASSET MANAGEMENT, LLC
DALLAS, TX · Since 2010
LIVE OAK WEALTH ADVISORY GROUP, LLC
HOUSTON, TX · Since 2021
PALOGIC VALUE MANAGEMENT, L.P.
DALLAS, TX · Since 2021
CHAMBERS ENERGY CAPITAL
HOUSTON, TX · Since 2012
HUDSON ADVISORS
DALLAS, TX · Since 2011
EMERGENT CAPITAL ADVISORS, LLC
HOUSTON, TX · Since 2012
OXBOW ADVISORS, LLC
AUSTIN, TX · Since 2011
ROCKLAND CAPITAL, LP
THE WOODLANDS, TX · Since 2012
THE STERLING GROUP, L.P.
HOUSTON, TX · Since 2012
MAINSAIL PARTNERS
AUSTIN, TX · Since 2012
RWR INVESTMENTS LLC
DALLAS, TX · Since 2026
TRIGATE MANAGEMENT LLC
DALLAS, TX · Since 2012
EW HEALTHCARE PARTNERS
THE WOODLANDS, TX · Since 2012
REGAN CAPITAL
DALLAS, TX · Since 2014
TLWM FINANCIAL
SAN ANTONIO, TX · Since 2014
CSL CAPITAL MANAGEMENT, L.P.
HOUSTON, TX · Since 2012
IMPERIUM WEALTH MANAGEMENT, LLC
SAN ANTONIO, TX · Since 2018
TRINITY LEGACY PARTNERS, LLC
HOUSTON, TX · Since 2017
MILLS WEALTH ADVISORS, LLC
SOUTHLAKE, TX · Since 2017
ASPEN WEALTH MANAGEMENT, LLC
FORT WORTH, TX · Since 2018
THE CAPSTREET GROUP, LLC
HOUSTON, TX · Since 2012
TPG GLOBAL ADVISORS, LLC
FORT WORTH, TX · Since 2012
THREE BELL CAPITAL LLC
DALLAS, TX · Since 2014
TPG CAPITAL ADVISORS, LLC
FORT WORTH, TX · Since 2012
RELEVANCE CAPITAL MANAGEMENT
DENTON, TX · Since 2012
LONE STAR FUNDS
DALLAS, TX · Since 2012
HARRIS PRESTON & PARTNERS, LLC
AUSTIN, TX · Since 2012
STELLUS CAPITAL MANAGEMENT, LLC
HOUSTON, TX · Since 2012
CULTIVAR CAPITAL, INC.
DENTON, TX · Since 2012
NGP
DALLAS, TX · Since 2012
GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC
DALLAS, TX · Since 2012
NEWSTONE CAPITAL PARTNERS, LLC
DALLAS, TX · Since 2012
FOUNDATION ENERGY MANAGEMENT
ADDISON, TX · Since 2012
WHITE DEER
HOUSTON, TX · Since 2012
AMBERJACK CAPITAL PARTNERS, L.P.
HOUSTON, TX · Since 2012
PABRAI INVESTMENT FUNDS
WEST LAKE HILLS, TX · Since 2012
SADDOCK WEALTH, LLC
DALLAS, TX · Since 2013
SCOUT ENERGY MANAGEMENT LLC
DALLAS, TX · Since 2013
OAKWELL PRIVATE WEALTH MANAGEMENT
AUSTIN, TX · Since 2017
TECHQUITY CAPITAL MANAGEMENT
AUSTIN, TX · Since 2018
THE SALIENT ZARVONA ENERGY FUND GP, L.P.
HOUSTON, TX · Since 2015
ROCK HILL CAPITAL
HOUSTON, TX · Since 2016
PROPHET EQUITY MANAGEMENT LLC
SOUTHLAKE, TX · Since 2012
PELICAN ENERGY PARTNERS
HOUSTON, TX · Since 2016
OWNER RESOURCE GROUP, LLC
AUSTIN, TX · Since 2014
VIRTUS REAL ESTATE LLC
AUSTIN, TX · Since 2012
MANSKE WEALTH MANAGEMENT, LLC
HOUSTON, TX · Since 2014
YACKTMAN ASSET MANAGEMENT LP
AUSTIN, TX · Since 2012
DISRUPTIVE TECHNOLOGY ADVISERS LLC
DALLAS, TX · Since 2019
SEGMENT WEALTH MANAGEMENT, LLC
HOUSTON, TX · Since 2012
MOSAIC ADVISORS
HOUSTON, TX · Since 2015
WEALTHSTAR ADVISORS, LLC
PLANO, TX · Since 2014
WATERWAY WEALTH MANAGEMENT, L.L.C.
THE WOODLANDS, TX · Since 2013
MURPHY & SYLVEST
DALLAS, TX · Since 2018
TEAMWORK FINANCIAL ADVISORS, LLC
SAN ANTONIO, TX · Since 2019
FOCUS WEALTH ADVISORS, LLC
HOUSTON, TX · Since 2013
KAINOS (TX) CAPITAL LP
DALLAS, TX · Since 2012
THE PALISADES GROUP, LLC
AUSTIN, TX · Since 2012
VORTUS INVESTMENT ADVISORS, LLC
FORT WORTH, TX · Since 2015
THACKERAY PARTNERS
DALLAS, TX · Since 2013
TRIVE CAPITAL MANAGEMENT LLC
DALLAS, TX · Since 2014
TAILWATER CAPITAL
DALLAS, TX · Since 2013
URBAN FUND MANAGEMENT, LLC
PLANO, TX · Since 2013
TEVIS INVESTMENT MANAGEMENT, LLC
PLANO, TX · Since 2021
VIRAGE CAPITAL MANAGEMENT LP
HOUSTON, TX · Since 2014
POINT BRIDGE CAPITAL, LLC
FORT WORTH, TX · Since 2013
PARKSTONE WEALTH MANAGEMENT, LLC
ARLINGTON, TX · Since 2013
THE WINDACRE PARTNERSHIP LLC
HOUSTON, TX · Since 2014
RIVER CANYON FUND MANAGEMENT LLC
DALLAS, TX · Since 2013
VENTURI PRIVATE WEALTH
AUSTIN, TX · Since 2014
FORTITER WEALTH MANAGEMENT, LLC
HOUSTON, TX · Since 2014
CRESTA ADVISORS
LAREDO, TX · Since 2014
PETROCAP, LLC
DALLAS, TX · Since 2014
BRIGHT WEALTH MANAGEMENT, LLC
LEWISVILLE, TX · Since 2024
GAUGE CAPITAL
SOUTHLAKE, TX · Since 2015
MSC ADVISER I, LLC
HOUSTON, TX · Since 2013
FLUENT FINANCIAL, LLC
DALLAS, TX · Since 2014
JAYKAY WEALTH ADVISORS, INC.
HOUSTON, TX · Since 2018
PROPHET EQUITY MANAGEMENT II LLC
SOUTHLAKE, TX · Since 2014
SHELTER WEALTH STRATEGIES, LLC
HOUSTON, TX · Since 2026
TPG REAL ESTATE ADVISORS, LLC
FORT WORTH, TX · Since 2014
FIVE POINT INFRASTRUCTURE LLC
HOUSTON, TX · Since 2015
STAFFORD CAPITAL PARTNERS INC.
AUSTIN, TX · Since 2014
GREENRIDGE GROWTH PARTNERS
AUSTIN, TX · Since 2023
OASIS CAPITAL PARTNERS (TEXAS) INC.
AUSTIN, TX · Since 2014
SYMPHONY FINANCIAL, LTD. CO.
HOUSTON, TX · Since 2014
STRATEGIC WEALTH MANAGEMENT, LLC
BEDFORD, TX · Since 2018
FOUNDER FAMILY FINANCIAL, LLC
AUSTIN, TX · Since 2024
SCHULZ WEALTH, LTD.
MANSFIELD, TX · Since 2018
HUDSON WAY CAPITAL MANAGEMENT, LLC
DALLAS, TX · Since 2016
AUSTIN WEALTH MANAGEMENT, LLC
AUSTIN, TX · Since 2020
TRITIUM PARTNERS
AUSTIN, TX · Since 2016
AETHON ENERGY MANAGEMENT
DALLAS, TX · Since 2014
OAK HARVEST INVESTMENT SERVICES
HOUSTON, TX · Since 2019
STEELHEAD CAPITAL MANAGEMENT, LLC
FORT WORTH, TX · Since 2019
BENTOAK CAPITAL
WEATHERFORD, TX · Since 2014
JUNIPER CAPITAL ADVISORS, L.P.
HOUSTON, TX · Since 2015
LEAR INVESTMENT MANAGEMENT
DALLAS, TX · Since 2017
VANN EQUITY MANAGEMENT LLC
PLANO, TX · Since 2015
LAKE PACIFIC PARTNERS
DALLAS, TX · Since 2022
1900 WEALTH
SAN ANTONIO, TX · Since 2015
SVRN ASSET MANAGEMENT, LLC
AUSTIN, TX · Since 2021
EUBANK, HUTSON & ASSOCIATES, LLC
PLANO, TX · Since 2015
WHITE WING WEALTH MANAGEMENT, LLC
THE WOODLANDS, TX · Since 2022
EDGE NATURAL RESOURCES LLC
DALLAS, TX · Since 2015
KINGS PATH PARTNERS LLC
SUGAR LAND, TX · Since 2016
BIRNAM WOOD CAPITAL, LLC
DALLAS, TX · Since 2020
MUDDY WATERS CAPITAL LLC
AUSTIN, TX · Since 2017
PENDER CAPITAL MANAGEMENT, LLC
DALLAS, TX · Since 2018
MOUNTAIN CAPITAL MANAGEMENT, LLC
HOUSTON, TX · Since 2015
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
FRISCO, TX · Since 2020
LATTICEWORK CAPITAL MANAGEMENT LLC
DALLAS, TX · Since 2021
IKARIAN CAPITAL
DALLAS, TX · Since 2020
ACACIA PARTNERS, LLC
AUSTIN, TX · Since 2023
PENNEY FINANCIAL
HOUSTON, TX · Since 2021
STANSBERRY ASSET MANAGEMENT, LLC
WESTLAKE, TX · Since 2016
MERIDIAN WEALTH ADVISORS, LLC
AUSTIN, TX · Since 2016
RHAME & GORRELL WEALTH MANAGEMENT
THE WOODLANDS, TX · Since 2016
EIGHT PARTNERS VC, LLC
AUSTIN, TX · Since 2026
REQUISITE CAPITAL MANAGEMENT LLC
DALLAS, TX · Since 2017
BAYOU CITY ENERGY
HOUSTON, TX · Since 2016
KINGFISH CAPITAL PARTNERS LLC
SOUTHLAKE, TX · Since 2020
JTS FUND ADVISORS, LLC
WACO, TX · Since 2019
BLUESCAPE ENERGY PARTNERS LLC
DALLAS, TX · Since 2016
LEO WEALTH, LLC
HURST, TX · Since 2016
FOGARTY WEALTH MANAGEMENT, INC.
MISSOURI CITY, TX · Since 2024
PAX FINANCIAL GROUP
SAN ANTONIO, TX · Since 2016
SMART MONEY GROUP, LLC
EASTLAND, TX · Since 2016
OREI ADVISORS LP
AUSTIN, TX · Since 2017
BANNERMAN WEALTH
LEWISVILLE, TX · Since 2019
TILLRIDGE GLOBAL AGRIBUSINESS PARTNERS
DALLAS, TX · Since 2016
WAVE WEALTH MANAGEMENT, LLC
FRISCO, TX · Since 2024
RECURRING CAPITAL MANAGEMENT COMPANY, LLC
AUSTIN, TX · Since 2023
TRUE FINANCIAL GROUP
CEDAR PARK, TX · Since 2017
MARBLE CAPITAL LP
HOUSTON, TX · Since 2019
STRATA WEALTH ADVISORS, LLC
DALLAS, TX · Since 2017
CAM INVESTOR SOLUTIONS
AUSTIN, TX · Since 2017
PLATFORM PARTNERS LLC
HOUSTON, TX · Since 2017
CFO4LIFE
COPPELL, TX · Since 2017
TRANSPOSE PLATFORM MANAGEMENT, LLC
HOUSTON, TX · Since 2017
LAKE WHILLANS CAPITAL PARTNERS LLC
PLANO, TX · Since 2018
OGAM, LP
HOUSTON, TX · Since 2017
CRESTA FUND MANAGEMENT LLC
DALLAS, TX · Since 2019
U.S. CAPITAL WEALTH ADVISORS, LLC
HOUSTON, TX · Since 2017
STONE OAK WEALTH MANAGEMENT, LLC
SAN ANTONIO, TX · Since 2020
AUTUMN GLORY PARTNERS, LLC
DALLAS, TX · Since 2017
EARLY MCCLINTIC & MCMILLAN, LLC
STAFFORD, TX · Since 2017
TPG RE FINANCE TRUST MANAGEMENT, L.P.
FORT WORTH, TX · Since 2017
BASIN OIL AND GAS MANAGEMENT, LP
FORT WORTH, TX · Since 2020
BUILDGROUP MANAGEMENT
AUSTIN, TX · Since 2017
994 GROUP
AUSTIN, TX · Since 2023
RIATA CAPITAL GROUP, LLC
DALLAS, TX · Since 2020
RCP ADVISORS 2, LLC
DALLAS, TX · Since 2017
SOLE SOURCE CAPITAL LLC
DALLAS, TX · Since 2019
BASA ADVISORS
DALLAS, TX · Since 2018
CAYETANO DEVELOPMENT, LLC
AUSTIN, TX · Since 2021
MCALISTER, SWEET & ASSOCIATES, INC.
HOUSTON, TX · Since 2017
CENTENNIAL ADVISORS, LLC
AUSTIN, TX · Since 2021
WATEROUS ENERGY FUND MANAGEMENT (US), LLC
HOUSTON, TX · Since 2018
OUTLOOK WEALTH ADVISORS, LLC
THE WOODLANDS, TX · Since 2018
BROADWAY WEALTH SOLUTIONS
SAN ANTONIO, TX · Since 2022
INSCRIPTION CAPITAL, LLC
HOUSTON, TX · Since 2018
CORRIGO INVESTMENT PARTNERS, LLC
AUSTIN, TX · Since 2018
HIGHPEAK ENERGY MANAGEMENT, LLC
FORT WORTH, TX · Since 2019
ELSEWHERE PARTNERS, LLC
AUSTIN, TX · Since 2023
ATOM INVESTORS LP
AUSTIN, TX · Since 2018
MULTICOIN CAPITAL MANAGEMENT, LLC
AUSTIN, TX · Since 2021
AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC
DALLAS, TX · Since 2018
THE SUM
THE WOODLANDS, TX · Since 2021
AVANT FINANCIAL ADVISORS
AUSTIN, TX · Since 2024
TECA PARTNERS, LP
AUSTIN, TX · Since 2024
DEAN WEALTH PARTNERS, LLC
AUSTIN, TX · Since 2022
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
DALLAS, TX · Since 2018
BIOS CAPITAL MANAGEMENT, LP
FORT WORTH, TX · Since 2019
BSIP SLP GP, LLC
FRISCO, TX · Since 2023
HARRELL INVESTMENT PARTNERS, LLC
AUSTIN, TX · Since 2018
CROWDSTREET ADVISORS, LLC
AUSTIN, TX · Since 2018
FORT ADVISORS INC
AUSTIN, TX · Since 2023
THE MENARD FINANCIAL GROUP, LLC
HOUSTON, TX · Since 2018
KDK PRIVATE WEALTH MANAGEMENT
HOUSTON, TX · Since 2021
ADAR1 CAPITAL MANAGEMENT, LLC
AUSTIN, TX · Since 2024
OPTAS, LLC
DRIPPING SPRINGS, TX · Since 2019
SOFTVEST ADVISORS
ABILENE, TX · Since 2019
59 NORTH CAPITAL MANAGEMENT, LP
HOUSTON, TX · Since 2019
INTELLIGENT WEALTH SOLUTIONS LLC
AUSTIN, TX · Since 2019
PROEM ADVISORS LLC
DALLAS, TX · Since 2025
BRIGHAM MANAGEMENT, LLC
AUSTIN, TX · Since 2021
CROSSPLANE CAPITAL MANAGEMENT, LP
DALLAS, TX · Since 2021
DELOS CAPITAL ADVISORS
DALLAS, TX · Since 2020
SAGE WEALTH PLANNING
GEORGETOWN, TX · Since 2025
CAPITAL CREEK PARTNERS
AUSTIN, TX · Since 2019
WEBS CREEK CAPITAL MANAGEMENT LP
DALLAS, TX · Since 2022
AMERICANA PARTNERS, LLC
HOUSTON, TX · Since 2019
LEXINGTON HILL PARTNERS, LLC
DALLAS, TX · Since 2025
REB CAPITAL MANAGEMENT, LLC
DALLAS, TX · Since 2024
INSCRIPTION FAMILY OFFICE, LLC
HOUSTON, TX · Since 2019
PICKERING ENERGY PARTNERS LP
HOUSTON, TX · Since 2019
CRESTMONT PRIVATE WEALTH LLC
BOERNE, TX · Since 2019
RHP WEALTH MANAGEMENT
HOUSTON, TX · Since 2019
BROWNLEE WEALTH MANAGEMENT
HOUSTON, TX · Since 2023
REPUBLIC SQUARE
AUSTIN, TX · Since 2023
EMPOWER WEALTH MANAGEMENT
CEDAR PARK, TX · Since 2020
SKY ISLAND CAPITAL
DALLAS, TX · Since 2019
VAQUERO PRIVATE WEALTH, LTD.
DALLAS, TX · Since 2019
BWCP, LP
DALLAS, TX · Since 2021
XEBEC ASSET MANAGEMENT, LLC
DALLAS, TX · Since 2020
SILTSTONE CAPITAL, LLC
HOUSTON, TX · Since 2020
LEGACY KNIGHT MFO, LLC
DALLAS, TX · Since 2021
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC
DALLAS, TX · Since 2020
ARCTOS PARTNERS
DALLAS, TX · Since 2020
HINES CAPITAL ADVISORS LLC
HOUSTON, TX · Since 2020
PACELINE EQUITY PARTNERS, LLC
DALLAS, TX · Since 2021
HUB INVESTMENT PARTNERS, LLC
AUSTIN, TX · Since 2020
FOREFRONT
AUSTIN, TX · Since 2024
TRB WEALTH MANAGEMENT, LLC
HOUSTON, TX · Since 2020
QVIDTVM MANAGEMENT LLC
THE WOODLANDS, TX · Since 2021
DISTRIBUTED GLOBAL MANAGER LP
AUSTIN, TX · Since 2021
ROTH FINANCIAL PARTNERS LLC
KINGWOOD, TX · Since 2020
THE CLARUS GROUP
HOUSTON, TX · Since 2020
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
DALLAS, TX · Since 2020
DIAMOND CLIENT GROUP, LLC
THE WOODLANDS, TX · Since 2025
PATRON PARTNERS, LLC
HOUSTON, TX · Since 2020
ANDROS CAPITAL PARTNERS LLC
HOUSTON, TX · Since 2020
REDEMPTION CAPITAL
MIDLAND, TX · Since 2022
SAXON FINANCIAL GROUP
HOUSTON, TX · Since 2021
CLEAR SKY ADVISERS, LLC
BELLAIRE, TX · Since 2020
JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.
HOUSTON, TX · Since 2021
TPG SOLUTIONS ADVISORS
FORT WORTH, TX · Since 2021
REVIVAL HEALTHCARE CAPITAL LLC
AUSTIN, TX · Since 2022
MCR FUND MANAGEMENT LLC
DALLAS, TX · Since 2023
SKYLARK PRIVATE EQUITY PARTNERS, LP
DALLAS, TX · Since 2023
DOUBLE EAGLE FAMILY OFFICES, LLC
FORT WORTH, TX · Since 2021
ARVIN CAPITAL MANAGEMENT LP
AUSTIN, TX · Since 2023
GDS WEALTH MANAGEMENT
FLOWER MOUND, TX · Since 2021
AFFINIUS CAPITAL LLC
SAN ANTONIO, TX · Since 2021
ELDRED ROCK PARTNERS, LLC
SAN ANTONIO, TX · Since 2023
VALTERRA PARTNERS LLC
AUSTIN, TX · Since 2023
HAVELI INVESTMENT MANAGEMENT LLC
AUSTIN, TX · Since 2022
SATURN V CAPITAL MANAGEMENT LP
AUSTIN, TX · Since 2023
OLD HICKORY PARTNERS MANAGEMENT, LP
AUSTIN, TX · Since 2025
ARK WEALTH MANAGEMENT
AUSTIN, TX · Since 2022
NFWM
PLANO, TX · Since 2021
GREY ROCK MANAGEMENT PARTNERS IV, LLC
DALLAS, TX · Since 2022
PLANNING WORKS ADVISORY, INC.
AUSTIN, TX · Since 2022
MERIDIEM CAPITAL PARTNERS LP
DALLAS, TX · Since 2024
RESILIENT CAPITAL MANAGEMENT, LLC
DALLAS, TX · Since 2023
FUNDIFY ADVISORS LLC
AUSTIN, TX · Since 2023
BFI WEALTH SOLUTIONS, LLC
DALLAS, TX · Since 2024
MICHELS FAMILY FINANCIAL, LLC
FORT WORTH, TX · Since 2022
ICON WEALTH PARTNERS
HOUSTON, TX · Since 2022
TRACE CAPITAL MANAGEMENT LP
HOUSTON, TX · Since 2022
EQ WEALTH ADVISORS
DALLAS, TX · Since 2022
COTTONWOOD CAPITAL ADVISORS
IRVING, TX · Since 2023
M2G VENTURES LLC
FORT WORTH, TX · Since 2025
ALLIED INDUSTRIAL PARTNERS
HOUSTON, TX · Since 2023
GREENBELT CAPITAL PARTNERS
AUSTIN, TX · Since 2022
BROOKLINE WEALTH, LLC
AUSTIN, TX · Since 2024
TURTLE CREEK WEALTH ADVISORS, LLC
DALLAS, TX · Since 2023
TSA WEALTH MANAGEMENT
HOUSTON, TX · Since 2022
AVID WEALTH PARTNERS, LLC
SAN ANTONIO, TX · Since 2022
BRAZOS WEALTH ADVISORS LLC
FORT WORTH, TX · Since 2024
EVOLUTION INVESTMENT MANAGEMENT LLC
AUSTIN, TX · Since 2022
MACK & CO. PARTNERS, LP
DALLAS, TX · Since 2025
UPTICK PARTNERS, LLC
NACOGDOCHES, TX · Since 2023
9823 CAPITAL, LP
DALLAS, TX · Since 2023
JOSEPH ADVISORY
EL PASO, TX · Since 2023
ALLEGRO MINERAL PARTNERS LLC
HOUSTON, TX · Since 2026
ENDEAVOR ADVISORS, LLC
THE WOODLANDS, TX · Since 2024
DFS ADVISORY
DENTON, TX · Since 2023
FIFTH FORCE MANAGEMENT
DALLAS, TX · Since 2023
PRECEDENT WEALTH PARTNERS, LLC
HOUSTON, TX · Since 2023
JOYCE WEALTH MANAGEMENT, LLC
HOUSTON, TX · Since 2023
ASTRA WEALTH MANAGEMENT GROUP
PLANO, TX · Since 2023
DDELTA REAL ESTATE INVESTMENTS
AUSTIN, TX · Since 2023
FIFTH PARTNERS MANAGEMENT, LLC
DALLAS, TX · Since 2023
CITATION
DALLAS, TX · Since 2025
ELDA RIVER CAPITAL MANAGEMENT, LLC
HOUSTON, TX · Since 2023
WATERCOLOR FINANCIAL
AUSTIN, TX · Since 2023
THIRD GEAR CAPITAL MANAGEMENT LP
HOUSTON, TX · Since 2025
BERRY WEALTH GROUP
GRANBURY, TX · Since 2023
SALLYPORT
HOUSTON, TX · Since 2023
EIGHT 31 FINANCIAL, LLC
MIDLAND, TX · Since 2023
BROADWING CAPITAL MANAGEMENT LLC
DALLAS, TX · Since 2025
MOONTOWER ASSET MANAGEMENT LP
AUSTIN, TX · Since 2025
FIRESIDE CAPITAL ADVISORS
DALLAS, TX · Since 2024
KINGWOOD INVESTMENT GROUP
KINGWOOD, TX · Since 2025
PINE VALLEY CAPITAL PARTNERS LLC
AUSTIN, TX · Since 2024
OUTRUNNER CAPITAL, LLC
AUSTIN, TX · Since 2024
D2 ASSET MANAGEMENT
DALLAS, TX · Since 2024
HAMPTON ROCK WEALTH MANAGEMENT
AUSTIN, TX · Since 2024
BLUEHEEL LLC
DALLAS, TX · Since 2024
LEGACY CAPITAL
THE WOODLANDS, TX · Since 2024
QUANTOR CAPITAL LLC
HOUSTON, TX · Since 2024
FLAGSHIP INVESTMENT MANAGEMENT LLC
HOUSTON, TX · Since 2024
INTEGRITY ROAD WEALTH PARTNERS LLC
HOUSTON, TX · Since 2026
BRIGHAM ROYALTIES MANAGEMENT, LLC
AUSTIN, TX · Since 2024
ALONGSIDE, LLC
AUSTIN, TX · Since 2025
THE CATALYST GROUP, INC.
HOUSTON, TX · Since 2025
GRAYSTREET PARTNERS
SAN ANTONIO, TX · Since 2025
ALTERIS CAPITAL PARTNERS, LLC
HOUSTON, TX · Since 2025
BEACON ADVISORS
AUSTIN, TX · Since 2025
PLAGENS & TAYLOR WEALTH MANAGEMENT
SAN ANGELO, TX · Since 2025
MILITIA CAPITAL MANAGEMENT, LLC
AUSTIN, TX · Since 2025
TABERNACLE EQUITY MANAGEMENT LLC
SOUTHLAKE, TX · Since 2025
SUCCESSION FINANCIAL, INC
MCKINNEY, TX · Since 2025
CLEAR TRAIL ADVISORS, LLC
HOUSTON, TX · Since 2025
SCHLEGEL DUNN LLC
PLANO, TX · Since 2025
OEW INVESTMENT ADVISORS LP
AUSTIN, TX · Since 2025
MCKINNEY CAPITAL MANAGEMENT
HOUSTON, TX · Since 2025
A3 CAPITAL ADVISORS
HOUSTON, TX · Since 2025
SOUTHPAW CP MANAGER LP
DALLAS, TX · Since 2026
THE ENERGY & MINERALS GROUP LP
HOUSTON, TX · Since 2026
BERCH CAPITAL LLC
AUSTIN, TX · Since 2026
SHOTEN CAPITAL LP
AUSTIN, TX · Since 2025
HOMAGE WEALTH GROUP LLC
HOUSTON, TX · Since 2026
SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC
HOUSTON, TX · Since 2020
IRONARC MANAGEMENT, LLC
AUSTIN, TX · Since 2025
PEAK ROCK CAPITAL LLC
AUSTIN, TX · Since 2012
ANCOR CAPITAL PARTNERS
SOUTHLAKE, TX · Since 2021
INSIGHT EQUITY MANAGEMENT COMPANY LLC
SOUTHLAKE, TX · Since 2012
8 KNOTS MANAGEMENT, LLC
DALLAS, TX · Since 2021
GUIDESTONE INVESTMENT SERVICES
DALLAS, TX · Since 2025
RIDGEPOST CAPITAL ADVISORS, LLC
DALLAS, TX · Since 2022
COMUNIDAD REALTY PARTNERS
AUSTIN, TX · Since 2022
ROSCOMMON ANALYTICS LLC
HOUSTON, TX · Since 2024
BANNER OAK CAPITAL PARTNERS, LP
DALLAS, TX · Since 2016
HODGES CAPITAL MANAGEMENT INC
DALLAS, TX · Since 1990
WESTWOOD WEALTH MANAGEMENT
DALLAS, TX · Since 2004
GENERATIONAL WEALTH ADVISORS
RICHARDSON, TX · Since 2007
SWBC INVESTMENT COMPANY
SAN ANTONIO, TX · Since 2007
COPPELL ADVISORY SOLUTIONS LLC
DALLAS, TX · Since 2011
SIXTH STREET ADVISERS, LLC
DALLAS, TX · Since 2011
WEALTHYX
AUSTIN, TX · Since 2014
BBAE ADVISORS LLC
PLANO, TX · Since 2015
SHOREBIRD CAPITAL, LP
SAN ANTONIO, TX · Since 2016
KENSINGTON ASSET MANAGEMENT, LLC
AUSTIN, TX · Since 2020
VERUS FINANCIAL GROUP
SUGAR LAND, TX · Since 2024
49 FINANCIAL
AUSTIN, TX · Since 2022
PARKWAY WEALTH MANAGEMENT GROUP, LLC
PLANO, TX · Since 2025
DOMINION PORTFOLIO MANAGEMENT, INC.
MARBLE FALLS, TX · Since 2019
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
HOUSTON, TX · Since 1996
WATERLOO CAPITAL
AUSTIN, TX · Since 2005
INTREPID INVESTMENT MANAGEMENT, LLC
HOUSTON, TX · Since 2018
AUSTIN MONEY MANAGEMENT CORPORATION
AUSTIN, TX · Since 2020
SMITH GROUP ASSET MANAGEMENT, LLC
DALLAS, TX · Since 2021
TRINITY INVESTORS FUND ADVISORS, LLC
SOUTHLAKE, TX · Since 2023
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
LAKEWAY, TX · Since 2021
WINNACLE WEALTH, LLC
WACO, TX · Since 2024
TEXAS FINANCIAL ADVISORY
SAN ANTONIO, TX · Since 2023
MIAI, INC.
DALLAS, TX · Since 2002
AVIDIAN WEALTH SOLUTIONS
HOUSTON, TX · Since 2005
HIGHCREST CAPITAL, LLC
FREDERICKSBURG, TX · Since 2019
WINCORAM ASSET MANAGEMENT LLC
HOUSTON, TX · Since 2021
TFR CAPITAL
PLANO, TX · Since 2024
INTRUA FINANCIAL
HOUSTON, TX · Since 2015
QUOTIENT WEALTH PARTNERS, LLC
DALLAS, TX · Since 2023
NB ALTERNATIVES ADVISERS LLC
DALLAS, TX · Since 2009
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
ADDISON, TX · Since 2017
GBM WEALTH MANAGEMENT, INC.
HOUSTON, TX · Since 2024
LAKE HILLS WEALTH MANAGEMENT, LLC
AUSTIN, TX · Since 2021
INNOVAYTE CAPITAL
DALLAS, TX · Since 2025
SIGNAL SECURITIES, INC.
FORT WORTH, TX · Since 2004
D.H. HILL ADVISORS, INC.
KINGWOOD, TX · Since 2019
WL ROSS & CO. LLC
DALLAS, TX · Since 2007
GRANITE HARBOR ADVISORS, INC.
HOUSTON, TX · Since 2017
PAN CAPITAL MANAGEMENT LP
HOUSTON, TX · Since 2026
FIRST COMMAND ADVISORY SERVICES
FORT WORTH, TX · Since 2005
AB PRIVATE CREDIT INVESTORS LLC
AUSTIN, TX · Since 2014
GFS ADVISORS LLC
HOUSTON, TX · Since 2007
FIRST DALLAS SECURITIES, INC.
DALLAS, TX · Since 2006
SUNBELT SECURITIES
HOUSTON, TX · Since 2010
MONEX ASSET MANAGEMENT, INC.
HOUSTON, TX · Since 2021
M. E. ALLISON & CO., INC.
SAN ANTONIO, TX · Since 2024
SANDERS MORRIS LLC
HOUSTON, TX · Since 2006
VICTORY FINANCIAL
AUSTIN, TX · Since 2023
HILLTOP SECURITIES INC.
DALLAS, TX · Since 1998
KESTRA PRIVATE WEALTH SERVICES, LLC
AUSTIN, TX · Since 2010
KESTRA ADVISORY SERVICES, LLC
AUSTIN, TX · Since 1998
PROSPERA FINANCIAL SERVICES, INC.
DALLAS, TX · Since 2006
MOMENTUM INDEPENDENT NETWORK INC.
DALLAS, TX · Since 2002
THE VARIABLE ANNUITY LIFE INSURANCE COMPANY
HOUSTON, TX · Since 1971
VALIC FINANCIAL ADVISORS, INC.
HOUSTON, TX · Since 1997
About Financial Advisors in Texas
How many financial advisors are registered in Texas?
There are 1,057 SEC-registered investment advisory firms in Texas, spread across 87 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Texas?
The median advisory fee in Texas is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.