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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
Austin, TX
Regulatory AUM
$13.38B
Headquarters
Houston, TX
Regulatory AUM
$12.96B
Headquarters
Dallas, TX
Regulatory AUM
$12.46B
Headquarters
Austin, TX
Regulatory AUM
$12.40B
Headquarters
Houston, TX
Regulatory AUM
$12.24B
Headquarters
Houston, TX
Regulatory AUM
$12.02B
Headquarters
Dallas, TX
Regulatory AUM
$11.92B
Headquarters
Dallas, TX
Regulatory AUM
$11.91B
Headquarters
Austin, TX
Regulatory AUM
$11.88B
Headquarters
Austin, TX
Regulatory AUM
$11.71B
Headquarters
Fort Worth, TX
Regulatory AUM
$11.61B
Headquarters
Houston, TX
Regulatory AUM
$11.42B
Headquarters
Austin, TX
Regulatory AUM
$11.36B
Headquarters
Dallas, TX
Regulatory AUM
$10.88B
Headquarters
Houston, TX
Regulatory AUM
$10.83B
Headquarters
Austin, TX
Regulatory AUM
$10.44B
Headquarters
Fort Worth, TX
Regulatory AUM
$10.10B

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.