Best Financial Advisor Firms Texas 2023

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Written by investor.com

September 07, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Texas.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.

Our analysis contains data as of September 07, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Texas are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • 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
Aberdeen Investment Management 5/5 Stars $9.2 million 17 1 $543,739
Academy Capital Management 5/5 Stars $657.2 million 940 5 $699,158
Adell Harriman & Carpenter 5/5 Stars $1.1 billion 834 4 $1.3 million
Advance Capital Management 5/5 Stars $3.6 billion 6,815 29 $523,833
ALM First Financial Advisors 5/5 Stars $74.2 billion 169 10 $439.0 million
Alpha Capital Management 5/5 Stars $564.2 million 415 4 $1.4 million
Andersen 5/5 Stars $4.2 billion 411 9 $10.3 million
Apella Wealth 5/5 Stars $2.5 billion 2,903 31 $853,655
Argent Wealth Management 5/5 Stars $81.5 million 62 2 $1.3 million
Arrowhead Asset Management 5/5 Stars $39.0 million 85 1 $458,598
AssetBuilder 5/5 Stars $676.8 million 878 6 $770,899
Avondale Wealth Management 5/5 Stars $217.0 million 117 3 $1.9 million
Beacon Financial Advisors 5/5 Stars $261.2 million 103 2 $2.5 million
Beck Capital Management 5/5 Stars $328.7 million 391 8 $840,537
Bellaire Capital Management 5/5 Stars $8.4 million 22 1 $380,501
Benold Financial Planning 5/5 Stars $98.7 million 52 2 $1.9 million
Birdrock Wealth 5/5 Stars $116.9 million 200 4 $584,494
Blackgold Capital Management 5/5 Stars $587.2 million 20 2 $29.4 million
Bridge Investment Group 5/5 Stars $43.3 billion 122 4 $355.1 million
Brookmont Capital Management 5/5 Stars $679.9 million 67 2 $10.1 million
Cambridge Associates 5/5 Stars $276.0 billion 581 463 $475.1 million
Century Bridge Partners Management 5/5 Stars $27.1 million 1 11 $27.1 million
Corda Investment Management 5/5 Stars $1.4 billion 1,301 19 $1.1 million
COX Global Associates 5/5 Stars $324,392 18 2 $18,021
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
Davidson Capital Management 5/5 Stars $401.2 million 394 3 $1.0 million
EIV Capital 5/5 Stars $1.9 billion 8 20 $242.8 million
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 million
Financial Edge 5/5 Stars $45.7 million 63 1 $724,892
Forteris Wealth Management 5/5 Stars $138.5 million 147 2 $942,427
Franklin, Parlapiano, Turner & Welch 5/5 Stars $651.0 million 99 4 $6.6 million
Freedom 3 Capital 5/5 Stars $1.2 billion 22 12 $52.4 million
Freedom DAY Solutions 5/5 Stars $365.5 million 385 4 $949,246
Freshfield Capital 5/5 Stars $34.0 million 80 1 $425,000
Frisco Financial Planning 5/5 Stars $83.6 million 47 1 $1.8 million
Fruth Investment Management 5/5 Stars $363.7 million 172 2 $2.1 million
Fulcrum Equity Management 5/5 Stars $195.3 million 695 4 $281,053
Garcia Hamilton & Associates 5/5 Stars $16.8 billion 441 3 $38.0 million
GEN Y Planning 5/5 Stars $23.4 million 89 1 $262,573
Global Wealth Management 5/5 Stars $248.0 million 117 3 $2.1 million
Grimes & Company 5/5 Stars $4.2 billion 3,530 28 $1.2 million
Halbert Hargrove 5/5 Stars $2.7 billion 1,356 33 $2.0 million
Hamilton Point Investment Advisors 5/5 Stars $793.1 million 215 7 $3.7 million
Haven Wealth Group 5/5 Stars $205.6 million 311 5 $661,183
HBW Advisory Services 5/5 Stars $1.0 billion 8,618 60 $118,304
Hoisington Investment Management Co. 5/5 Stars $3.8 billion 27 5 $139.6 million
Holt Capital Partners 5/5 Stars $780.0 million 129 1 $6.0 million
Index Fund Advisors 5/5 Stars $4.4 billion 2,451 16 $1.8 million
Kildare Partners US 5/5 Stars $2.2 billion 8 28 $273.1 million
KMH Wealth Management 5/5 Stars $607.0 million 502 8 $1.2 million
Lauterbach Financial Advisors 5/5 Stars $485.9 million 403 6 $1.2 million
LBJ Family Wealth Advisors 5/5 Stars $301.0 million 90 2 $3.3 million
Legacy Asset Management 5/5 Stars $122.1 million 291 3 $419,642
Lifeway Financial Corporation 5/5 Stars $262.6 million 155 3 $1.7 million
Lucien Stirling & Gray Advisory Group 5/5 Stars $98.4 million 153 3 $643,431
Manske Wealth Management 5/5 Stars $426.4 million 401 6 $1.1 million
McElhenny Sheffield Capital Management 5/5 Stars $391.9 million 1,014 7 $386,513
Moss Adams Wealth Advisors 5/5 Stars $3.3 billion 1,213 22 $2.7 million
Mustard Seed Wealth Management 5/5 Stars $313.0 million 706 10 $443,367
NAMCOA 5/5 Stars $236.0 million 213 17 $1.1 million
New Capital Management 5/5 Stars $353.4 million 109 1 $3.2 million
Optima Asset Management 5/5 Stars $549.6 million 123 2 $4.5 million
Optimum Investment Advisors 5/5 Stars $261.0 million 227 5 $1.1 million
Overridge Wealth Advisors 5/5 Stars $207.1 million 367 8 $564,322
Parallel Advisors 5/5 Stars $5.7 billion 3,525 43 $1.6 million
Parkstone Wealth Management 5/5 Stars $156.6 million 20 3 $7.8 million
Paul Comstock Partners 5/5 Stars $2.9 billion 110 9 $26.0 million
Performance Investment Group 5/5 Stars $43.4 million 26 1 $1.7 million
Pharos Capital Group 5/5 Stars $1.1 billion 6 12 $185.1 million
Regan Capital 5/5 Stars $793.6 million 26 4 $30.5 million
Relevance Capital Management 5/5 Stars $304.2 million 249 3 $1.2 million
Resource Consulting Group 5/5 Stars $0.0 30 3 $0.0
Richard P. Slaughter Associates 5/5 Stars $729.7 million 508 10 $1.4 million
RMH Capital Advisors 5/5 Stars $30.4 million 20 1 $1.5 million
Robert Harrellorporated 5/5 Stars $838.4 million 97 3 $8.6 million
Ruedi Wealth Management 5/5 Stars $334.1 million 495 5 $674,971
Sage Advisory Services CO 5/5 Stars $15.3 billion 4,888 38 $3.1 million
Saint Francis Capital 5/5 Stars $34.4 million 97 3 $355,153
Scott AND Associates OF Texas 5/5 Stars $14.1 million 56 1 $251,818
Smith Anglin Financial 5/5 Stars $1.2 billion 1,182 16 $1.1 million
Southwest Retirement Advisors 5/5 Stars $63.7 million 54 1 $1.2 million
Symphony Financial Co. 5/5 Stars $616.4 million 1,157 18 $532,774
Tanglewood Total Wealth Management 5/5 Stars $1.2 billion 440 8 $2.7 million
Team Financial Strategies 5/5 Stars $180.8 million 257 8 $703,612
Texas Capital Management 5/5 Stars $50.0 million 215 2 $232,641
Texas Institutional Investment Management 5/5 Stars $57.1 million 68 2 $839,871
THE Broughton Investment Group 5/5 Stars $19.5 million 54 5 $361,111
The Financial Advisory Group 5/5 Stars $1.2 billion 387 10 $3.0 million
The Goff Financial Group logoThe Goff Financial Group 5/5 Stars $420.3 million 207 3 $2.0 million
The Personal Wealth Coach 5/5 Stars $172.7 million 241 2 $716,649
TNT Asset Management 5/5 Stars $93.2 million 171 4 $544,985
Traditions Wealth Advisors 5/5 Stars $72.4 million 54 2 $1.3 million
Trinity Investment Management 5/5 Stars $124.4 million 52 3 $2.4 million
Trisperity Advisors 5/5 Stars $222.6 million 245 2 $908,679
Warwick Partners 5/5 Stars $1.4 billion 223 3 $6.4 million
Wealth Management Services of Austin 5/5 Stars $10.6 million 17 1 $622,609
WJ Interests 5/5 Stars $426.7 million 243 5 $1.8 million
WorthPointe 5/5 Stars $733.3 million 568 10 $1.3 million
YCG 5/5 Stars $1.1 billion 233 2 $4.7 million
Your Richest Life 5/5 Stars $13.5 million 27 1 $501,372

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Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.

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