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Firms by state

RIA firms in Texas

57 SEC-registered advisers headquartered in Texas. Browse by city or look up a firm.

Search the full directory by firm name, city, state, CRD number or custodian.

Explore by city

Find firms headquartered in Texas. Choose a city to get started.

7 cities in this directory
HEADQUARTERS CITIES
Austin: 13 firmsDallas: 18 firmsFort Worth: 9 firmsHouston: 11 firmsIrving: 2 firmsPlano: 2 firmsSan Antonio: 2 firms

Select a dot to see the city and its firms.

City locations are approximate. Counts reflect filed headquarters.

Map source: U.S. Census

All 57 firms

Ordered by regulatory assets under management, as reported on Form ADV.

Headquarters
Houston, TX
Regulatory AUM
$34.11B
Headquarters
Houston, TX
Regulatory AUM
$32.94B
Headquarters
Fort Worth, TX
Regulatory AUM
$31.50B
Headquarters
San Antonio, TX
Regulatory AUM
$30.44B
Headquarters
Houston, TX
Regulatory AUM
$29.22B
Headquarters
Houston, TX
Regulatory AUM
$28.77B
Headquarters
Austin, TX
Regulatory AUM
$28.43B
Headquarters
Austin, TX
Regulatory AUM
$27.78B
Headquarters
Houston, TX
Regulatory AUM
$24.86B
Headquarters
Irving, TX
Regulatory AUM
$24.65B
Headquarters
Fort Worth, TX
Regulatory AUM
$24.43B
Headquarters
Austin, TX
Regulatory AUM
$24.08B
Headquarters
Fort Worth, TX
Regulatory AUM
$22.51B
Headquarters
Dallas, TX
Regulatory AUM
$19.56B
Headquarters
Dallas, TX
Regulatory AUM
$18.21B
Headquarters
Fort Worth, TX
Regulatory AUM
$16.97B
Headquarters
Dallas, TX
Regulatory AUM
$15.85B
Headquarters
Dallas, TX
Regulatory AUM
$14.45B
Headquarters
Dallas, TX
Regulatory AUM
$14.39B
Headquarters
Austin, TX
Regulatory AUM
$13.45B

Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.

About this list

A firm appears here when its Form ADV Part 1A lists its headquarters in Texas. This page covers firms published in this directory. Branch offices and state registration jurisdictions do not determine inclusion; firms may serve clients in other states.

Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation, and Niva Wealth is not affiliated with the firms on it.