Top 10 financial advisor firms in Texas

528 SEC-registered financial advisor firms are headquartered in Texas, with $792B in combined regulatory assets under management. The largest by assets are Fisher Asset Management ($387B), United Capital Financial Advisors ($24.6B) and Sarofim Trust Co., Lta ($13B).

528
Financial advisor firms: $792B
Their combined AUM: $358M
Median firm AUM: 247,437
Clients of the top 10

The 10 largest by assets

1
Fisher Asset Management
RIA
$387B
1.00% to 1.25% a year
2
United Capital Financial Advisors
RIA
$24.6B
0.85% to 1.50% a year
3
Sarofim Trust Co., Lta
RIA
$13B
0.20% to 0.75% a year
4
Hub Investment Partners
RIA
$11.9B
0.50% to 1.50% a year
5
Americana Partners
RIA
$9.1B
Up to 2.00% a year
6
Sendero Wealth Management
RIA
$6.51B
1.00% to 1.50% a year
7
Integrated Advisors Network
RIA
$5.52B
Up to 2.95% a year
8
Bluespring Wealth Management
RIA
$5.43B
Regulatory AUM
9
True North Advisors
RIA
$5.42B
0.25% to 1.50%
10
Linscomb Wealth
RIA
$5.21B
0.40% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Fisher Asset Management

Fisher Asset Management is an investment adviser based in Plano, TX, registered with the SEC since 1987. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and state or municipal government entities. Its regulatory assets under management total $387 billion, as filed on 2 April 2026.

Fisher Asset Management charges 1.00%–1.25% a year for its Private clients.

Regulatory AUM: $387B
Clients: 199,922
Advisory staff: 1,948
Fee schedule: 1.00% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 6500 International Pkwy, Ste 2050, Plano, TX 75093-8222
Phone: 800-851-8845
Website: fisherinvestments.com

No. 2 · RIA

United Capital Financial Advisors

United Capital Financial Advisors is an investment adviser based in Irving, TX, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $24.6 billion, as filed on 15 June 2026.

United Capital Financial Advisors charges 0.85%–1.50% a year for its Investment management fee, general schedule.

Regulatory AUM: $24.6B
Clients: 25,510
Advisory staff: 162
Fee schedule: 0.85% to 1.50% a year
Minimum account: $500,000
Custodians: Fidelity, Charles Schwab
Headquarters: 125 E John Carpenter Frwy, Suite 1300, Irving, TX 75062
Phone: 972-822-2055
Website: unitedcapitalwealth.com

No. 3 · RIA

Sarofim Trust Co., Lta

Sarofim Trust Co., Lta is an investment adviser based in Houston, TX, registered with the SEC since 1978. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $13 billion, as filed on 12 May 2026.

Sarofim Trust Co., Lta charges 0.20%–0.75% a year for its Large Capitalization Equity Product equity fees.

Regulatory AUM: $13B
Clients: 96
Advisory staff: 22
Fee schedule: 0.20% to 0.75% a year
Minimum account: $5,000,000
Custodians: Goldman Sachs & Co., J.P. Morgan, SEI Private Trust
Headquarters: 845 Texas Avenue, Suite 2000, Houston, TX 77002
Phone: 713-654-4484
Website: sarofim.com

No. 4 · RIA

Hub Investment Partners

Hub Investment Partners is an investment adviser based in Austin, TX, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, state or municipal government entities and individual clients. Its regulatory assets under management total $11.9 billion, as filed on 14 September 2026.

Hub Investment Partners charges 0.50%–1.50% a year for its Retail investment advisory accounts.

Regulatory AUM: $11.9B
Clients: 6,127
Advisory staff: 103
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 900 S. Capital of TX Highway, Suite 350, Austin, TX 78746
Phone: 512-600-5390
Website: hubrpw.com

No. 5 · RIA

Americana Partners

Americana Partners is an investment adviser based in Houston, TX, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $9.1 billion, as filed on 28 September 2026.

Americana Partners charges up to 2.00% a year for its Investment Management Fees.

Regulatory AUM: $9.1B
Clients: 1,818
Advisory staff: 34
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 811 Louisiana Street, Suite 2420, Houston, TX 77002
Phone: 713-429-5552
Website: americanapartners.com

No. 6 · RIA

Sendero Wealth Management

Sendero Wealth Management is an investment adviser based in San Antonio, TX, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $6.51 billion, as filed on 26 March 2026.

Sendero Wealth Management charges 1.00%–1.50% a year for its Advisory Fees.

Regulatory AUM: $6.51B
Clients: 369
Advisory staff: 19
Fee schedule: 1.00% to 1.50% a year
Custodians: Pershing, Bofa Securities
Headquarters: 250 W. Nottingham, Suite 300, San Antonio, TX 78209
Phone: 210-805-0171
Website: sendero.com

No. 7 · RIA

Integrated Advisors Network

Integrated Advisors Network is an investment adviser based in Dallas, TX, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $5.52 billion, as filed on 23 September 2026.

Integrated Advisors Network charges up to 2.95% a year for its Investment Management & Supervisory Services.

Regulatory AUM: $5.52B
Clients: 7,612
Advisory staff: 80
Fee schedule: Up to 2.95% a year
Custodians: Fidelity, Charles Schwab, Raymond James
Headquarters: 8150 N Central Expressway, Suite 1255, Dallas, TX 75206
Phone: 855-729-4222
Website: integratedadvisorsnetwork.com

No. 8 · RIA

Bluespring Wealth Management

Bluespring Wealth Management is an investment adviser based in Austin, TX, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $5.43 billion, as filed on 1 July 2026.

Regulatory AUM: $5.43B
Clients: 3,250
Advisory staff: 47
Custodians: Charles Schwab, T. Rowe Price Investment Services
Headquarters: 5707 Southwest Parkway, BLDG 2 Ste 401, Austin, TX 78735
Phone: 737-443-2122
Website: bluespringwealthcalifornia.com

No. 9 · RIA

True North Advisors

True North Advisors is an investment adviser based in Dallas, TX, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and corporations and other businesses. Its regulatory assets under management total $5.42 billion, as filed on 16 July 2026.

True North Advisors charges 0.25%–1.50% for its Advisory Fee. The brochure does not state whether the rate is annual.

Regulatory AUM: $5.42B
Clients: 1,068
Advisory staff: 31
Fee schedule: 0.25% to 1.50%
Custodians: Charles Schwab, Fidelity
Headquarters: 3131 Turtle Creek, Suite 1300, Dallas, TX 75219
Phone: 214-360-7300
Website: truenorthadvisors.com

No. 10 · RIA

Linscomb Wealth

Linscomb Wealth is an investment adviser based in Houston, TX, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $5.21 billion, as filed on 27 February 2026.

Linscomb Wealth charges 0.40%–1.00% a year for its Discretionary portfolio management.

Regulatory AUM: $5.21B
Clients: 1,665
Advisory staff: 25
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1333 West Loop South, Suite 1500, Houston, TX 77027
Phone: 713-840-1000
Website: linscombwealth.com

Questions about financial advisors in Texas

How many financial advisor firms are headquartered in Texas?

528 SEC-registered financial advisor firms report their principal office in Texas, managing $792B in regulatory assets between them. The other 481 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Texas?

Fisher Asset Management, with $387B in regulatory assets under management on its latest Form ADV. The next largest are United Capital Financial Advisors ($24.6B) and Sarofim Trust Co., Lta ($13B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Texas?

The median firm manages $358M in regulatory assets. That is the midpoint of the 528 firms headquartered in Texas.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Texas charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 2.95% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Texas?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Texas has 528 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Texas

Top financial advisor firms by city in Texas