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Top 3 financial advisor firms in Irving

3 SEC-registered financial advisor firms are headquartered in Irving, TX, with $25.2B in combined regulatory assets under management. The largest by assets are United Capital Financial Advisors ($24.6B), Cottonwood Ventures ($347M) and Chronim Investments ($228M).

3
Financial advisor firms
$25.2B
Their combined AUM
$347M
Median firm AUM
26,077
Clients of the top 3

The 3 largest by assets

  1. 1
    United Capital Financial Advisors

    RIA

    $24.6B

  2. 2
    Cottonwood Ventures

    RIA

    $347M

  3. 3
    Chronim Investments

    RIA

    $228M

Profiles of the top 3

No. 1 · 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. 2 · RIA

Cottonwood Ventures

Cottonwood Ventures is an investment adviser based in Irving, TX, registered with the SEC since 2023. 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 $347 million, as filed on 24 March 2026.

Regulatory AUM
$347M
Clients
210
Advisory staff
3
Founded
2013
Custodians
Fidelity
Headquarters
105 Decker Court Suite 730, Irving, TX 75062
Phone
972-573-4030
Website
cottonwoodcapitaladvisors.com

No. 3 · RIA

Chronim Investments

Chronim Investments is an investment adviser based in Irving, TX, registered with the SEC since 2017. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $228 million, as filed on 8 June 2026.

Regulatory AUM
$228M
Clients
357
Advisory staff
4
Custodians
Interactive Brokers, Tradestation Securities
Headquarters
100 Decker Court, Suite 120, Irving, TX 75062
Phone
214-220-0055
Website
snidermethod.com

Questions about financial advisors in Irving

How many financial advisor firms are headquartered in Irving?

3 SEC-registered financial advisor firms report their principal office in Irving, TX, managing $25.2B in regulatory assets between them. The other 1 adviser headquartered in the city 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 Irving?

United Capital Financial Advisors, with $24.6B in regulatory assets under management on its latest Form ADV. The next largest are Cottonwood Ventures ($347M) and Chronim Investments ($228M).

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

How large is a typical financial advisor firm in Irving?

The median firm manages $347M in regulatory assets. That is the midpoint of the 3 firms headquartered in Irving.

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

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

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 city 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 city.

Source: Niva directory methodology

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