Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Texas.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Texas, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Texas are as followed:
- Must be Trusted by investor.com.
- Must have an office location in Texas.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Academy Capital Management |
|
$791.9 million | 924 | 5 | $857,008 |
| Adell Harriman & Carpenter |
|
$1.3 billion | 706 | 4 | $1.8 million |
| Advance Capital Management |
|
$4.1 billion | 6,638 | 29 | $613,066 |
| ALM First Financial Advisors |
|
$68.3 billion | 191 | 10 | $357.8 million |
| Alpha Capital Management |
|
$674.6 million | 395 | 4 | $1.7 million |
| Andco Consulting |
|
$526.2 million | 15 | 4 | $35.1 million |
| Andersen |
|
$3.7 billion | 399 | 11 | $9.3 million |
| Argent Wealth Management |
|
$94.0 million | 60 | 2 | $1.6 million |
| Arrowhead Asset Management |
|
$39.0 million | 85 | 1 | $458,598 |
| AssetBuilder |
|
$822.6 million | 941 | 6 | $874,228 |
| Beaumont Financial Partners |
|
$3.0 billion | 1,389 | 13 | $2.2 million |
| Bellaire Capital Management |
|
$7.4 million | 20 | 1 | $368,916 |
| Benold Financial Planning |
|
$101.6 million | 51 | 2 | $2.0 million |
| Bernzott Capital Advisors |
|
$1.2 billion | 472 | 4 | $2.6 million |
| Bird Rock Asset Management |
|
$144.7 million | 185 | 4 | $782,046 |
| Blackgold Capital Management |
|
$507.7 million | 19 | 2 | $26.7 million |
| Brent Forrest & Associates |
|
$584.2 million | 369 | 3 | $1.6 million |
| Brookmont Capital Management |
|
$672.5 million | 59 | 2 | $11.4 million |
| Cadence Financial Advisors |
|
$79.7 million | 41 | 1 | $1.9 million |
| Cambridge Associates |
|
$294.3 billion | 568 | 461 | $518.2 million |
| Carter Advisory Services |
|
$0.0 | 177 | 12 | $0.0 |
| Century Bridge Partners Management |
|
$57.6 million | 1 | 11 | $57.6 million |
| Certified Financial Strategies Corporation |
|
$86.2 million | 100 | 2 | $862,418 |
| Clearlake Capital Group |
|
$59.4 billion | 76 | 30 | $782.2 million |
| COX Global Associates |
|
$306,628 | 21 | 2 | $14,601 |
| Davidson Capital Management |
|
$436.1 million | 377 | 3 | $1.2 million |
| EP Wealth Advisors |
|
$14.7 billion | 9,365 | 62 | $1.6 million |
| Financial Edge |
|
$59.2 million | 69 | 1 | $857,946 |
| Focus Wealth Advisors |
|
$220.5 million | 110 | 1 | $2.0 million |
 Forteris Wealth Management
|
|
$156.0 million | 127 | 2 | $1.2 million |
| Franklin, Parlapiano, Turner & Welch |
|
$697.3 million | 99 | 4 | $7.0 million |
| Freshfield Capital |
|
$32.5 million | 60 | 1 | $541,666 |
| Frisco Financial Planning |
|
$86.2 million | 86 | 1 | $1.0 million |
| Goodman Financial Corporation |
|
$593.1 million | 232 | 13 | $2.6 million |
| Guideline |
|
$5.9 billion | 32,692 | 3 | $180,170 |
 Halbert Hargrove
|
|
$3.0 billion | 1,323 | 34 | $2.3 million |
| Hamilton Point Investment Advisors |
|
$755.8 million | 184 | 7 | $4.1 million |
| Haven Financial Advisors |
|
$85.0 million | 48 | 1 | $1.8 million |
| HBW Advisory Services |
|
$1.0 billion | 8,618 | 60 | $118,304 |
| Hoisington Investment Management Co. |
|
$5.5 billion | 32 | 5 | $172.2 million |
| Holland Investment Management |
|
$35.6 million | 71 | 2 | $501,673 |
| Holt Capital Partners |
|
$861.8 million | 124 | 1 | $6.9 million |
| Index Fund Advisors |
|
$4.9 billion | 2,371 | 16 | $2.1 million |
| J.E. Simmons & Co. |
|
$153.8 million | 358 | 2 | $429,592 |
| JV Global Capital |
|
$2.1 million | 6 | 1 | $355,624 |
| Kanos Capital Management |
|
$100.6 million | 38 | 1 | $2.6 million |
| Kildare Partners US |
|
$2.4 billion | 8 | 48 | $296.2 million |
| KMH Wealth Management |
|
$650.8 million | 510 | 8 | $1.3 million |
| Krueger & Catalano Capital Partners |
|
$366.5 million | 374 | 6 | $979,899 |
| LBJ Family Wealth Advisors |
|
$361.2 million | 90 | 2 | $4.0 million |
| LCG Associates |
|
$1.4 billion | 95 | 44 | $14.6 million |
| Lifeway Financial Corporation |
|
$271.4 million | 137 | 3 | $2.0 million |
| Lucien Stirling & Gray Advisory Group |
|
$130.3 million | 153 | 3 | $851,313 |
| Manske Wealth Management |
|
$395.8 million | 373 | 6 | $1.1 million |
| McElhenny Sheffield Capital Management |
|
$462.9 million | 929 | 8 | $498,249 |
| McGowan Group Asset Management |
|
$786.1 million | 735 | 7 | $1.1 million |
| Merit Financial Advisors |
|
$3.7 billion | 5,629 | 90 | $654,061 |
| Money Methods |
|
$0.0 | 264 | 2 | $0.0 |
| Moss Adams Wealth Advisors |
|
$3.6 billion | 1,194 | 19 | $3.0 million |
| New Capital Management |
|
$383.0 million | 99 | 1 | $3.9 million |
| Optima Asset Management |
|
$669.6 million | 107 | 2 | $6.3 million |
| Optimum Investment Advisors |
|
$354.9 million | 322 | 6 | $1.1 million |
| Overridge Wealth Advisors |
|
$228.2 million | 354 | 8 | $644,602 |
| Palisades Hudson Asset Management |
|
$1.5 billion | 145 | 9 | $10.3 million |
| Parallel Advisors |
|
$5.4 billion | 2,763 | 37 | $2.0 million |
| Parkstone Wealth Management |
|
$170.7 million | 19 | 3 | $9.0 million |
| Paul Comstock Partners |
|
$3.4 billion | 111 | 9 | $30.3 million |
| Performance Investment Group |
|
$44.7 million | 26 | 1 | $1.7 million |
| Pharos Capital Group |
|
$1.4 billion | 6 | 12 | $227.1 million |
| Pioneer Wealth Management Group |
|
$155.0 million | 420 | 8 | $369,047 |
| Ranger Investment Management |
|
$1.9 billion | 16 | 9 | $119.6 million |
| Relevance Capital Management |
|
$325.1 million | 242 | 3 | $1.3 million |
| Retirement Planners OF America |
|
$4.7 billion | 8,092 | 31 | $581,976 |
| Richard P. Slaughter Associates |
|
$755.4 million | 473 | 10 | $1.6 million |
| Robert Harrell Incorporated |
|
$913.1 million | 79 | 6 | $11.6 million |
| Ruedi Wealth Management |
|
$330.4 million | 412 | 5 | $801,829 |
| Sather Financial Group |
|
$1.4 billion | 388 | 5 | $3.7 million |
| Scott AND Associates OF Texas |
|
$14.3 million | 60 | 1 | $237,918 |
| Segment Wealth Management |
|
$1.2 billion | 193 | 1 | $6.3 million |
| Sequent Asset Management |
|
$811.0 million | 461 | 2 | $1.8 million |
| Smith Anglin Financial |
|
$1.3 billion | 1,114 | 14 | $1.2 million |
| Southwest Retirement Advisors |
|
$70.0 million | 51 | 2 | $1.4 million |
| Stowe Financial Planning |
|
$145.4 million | 80 | 2 | $1.8 million |
| Strategic Investment Management |
|
$32.1 million | 181 | 2 | $177,403 |
| Symphony Financial Co. |
|
$565.4 million | 985 | 15 | $574,053 |
| Tanglewood Total Wealth Management |
|
$1.4 billion | 446 | 8 | $3.2 million |
| Team Financial Strategies |
|
$186.3 million | 251 | 5 | $742,385 |
| Terry Mcdaniel & Company |
|
$1.6 billion | 341 | 7 | $4.6 million |
| Texas Institutional Investment Management |
|
$66.3 million | 57 | 2 | $1.2 million |
| The Financial Advisory Group |
|
$1.2 billion | 377 | 10 | $3.2 million |
| The Personal Wealth Coach |
|
$185.5 million | 242 | 2 | $766,381 |
| TNT Asset Management |
|
$99.7 million | 149 | 4 | $669,452 |
| Traditions Wealth Advisors |
|
$69.3 million | 53 | 2 | $1.3 million |
| Trinity Fiduciary Partners |
|
$105.0 million | 50 | 1 | $2.1 million |
| Trisperity Advisors |
|
$238.7 million | 239 | 2 | $998,827 |
| Warwick Partners |
|
$1.5 billion | 208 | 3 | $7.0 million |
| WJ Interests |
|
$455.3 million | 231 | 4 | $2.0 million |
| WorthPointe |
|
$816.8 million | 551 | 11 | $1.5 million |
| YCG |
|
$1.4 billion | 221 | 2 | $6.4 million |
| Your Richest Life |
|
$14.1 million | 21 | 1 | $670,091 |
More Top Firms by State
About the Editorial Team
investor.com
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