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Best Financial Advisor Firms Texas 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Texas.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Texas, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of July 23, 2021, 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!



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Are you a top firm in Texas? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Liana Starrantino for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
ALM First Financial Advisors 2000 View Locations
Academy Capital Management 1987 View Locations
Adell Harriman & Carpenter 1995 View Locations
Alpha Capital Management 2002 View Locations
Andersen 2003 View Locations
Argent Wealth Management 2005 View Locations
Arrowhead Asset Management 1995 View Locations
AssetBuilder 2007 View Locations
BakerAvenue 2004 View Locations
Beaird Harris 1996 View Locations
Beaumont Financial Partners 2000 View Locations
Benold Financial Planning 2008 View Locations
Bird Rock Asset Management 2006 View Locations
Brent Forrest & Associates 2011 View Locations
Brookmont Capital Management 2007 View Locations
C.L. Sheldon & Company 2011 View Locations
COX Global Associates 2012 View Locations
Cadence Financial Advisors 2006 View Locations
Cambridge Associates 1978 View Locations
Carlton, Hofferkamp and Jenks Wealth Management 2010 View Locations
Century Bridge Partners Management 2012 View Locations
Chilton Capital Management 1996 View Locations
Collegiate Capital Management 2005 View Locations
Corda Investment Management 1999 $500,000 View Locations
Core Capital Management and Research 2008 View Locations
Crosswell Advisors 2009 View Locations
Davidson Capital Management 2001 View Locations
EP Wealth Advisors 1987 View Locations
Enclave Advisors 2012 View Locations
Erguz 2013 View Locations
Financial Edge 1996 View Locations
Focus Wealth Advisors 2013 View Locations
Forteris Wealth Management 1993 View Locations
Franklin, Parlapiano, Turner & Welch 2007 View Locations
Freshfield Capital 2009 View Locations
Frisco Financial Planning 2004 View Locations
Garcia Hamilton & Associates 1998 View Locations
Goodman Financial Corporation 2002 View Locations
Greenbelt Investment Advisors 2011 View Locations
HBW Advisory Services 2012 View Locations
Halbert Wealth Management 1998 View Locations
Haven Wealth Group 2008 View Locations
Hoisington Investment Management Co. 1980 View Locations
Holt Capital Partners 2013 View Locations
Ifrah Financial Services 2005 View Locations
Index Fund Advisors 2000 View Locations
Interactive Financial Advisors 2005 View Locations
J.E. Simmons & Co. 1997 View Locations
KMH Wealth Management 1998 View Locations
Kanos Capital Management 2003 View Locations
Krueger & Catalano Capital Partners 2006 View Locations
LCG Associates 1982 View Locations
Lauterbach Financial Advisors 2005 View Locations
Legacy Asset Management 2000 View Locations
Linscomb & Williams 1995 View Locations
ML&R Wealth Management 2000 View Locations
Martin Capital Advisors 2012 View Locations
McGowan Group Asset Management 2010 View Locations
NEW Century Partners-THE NO-load Group 2011 View Locations
Newmyer Wealth Management 2005 View Locations
Nixon Capital 2008 View Locations
Optima Asset Management 1996 View Locations
Overridge Wealth Advisors 2003 View Locations
Paratus Financial 2005 View Locations
Paul Comstock Partners 1984 View Locations
Performance Investment Group 2010 View Locations
Personal Money Planning 2012 View Locations
Pharos Capital Group 2011 View Locations
Pioneer Wealth Management Group 2009 View Locations
RMH Capital Advisors 2005 View Locations
Ranger Investment Management 2003 View Locations
Richard P. Slaughter Associates 1998 View Locations
SFMG Wealth Advisors 1993 View Locations
Sather Financial Group 2000 View Locations
Scott AND Associates OF Texas 2013 View Locations
Sensus Wealth Management Group 2012 View Locations
Sizemore Capital Management 2008 View Locations
Southwest Retirement Advisors 2005 View Locations
Storehouse Financial 2006 View Locations
Stowe Financial Planning 2001 View Locations
Strategic Investment Management 2004 View Locations
THE Aspen Equity Group 1999 View Locations
Tanglewood Total Wealth Management 1991 View Locations
Terry Mcdaniel & Company 1985 View Locations
Texas Capital Management 2012 View Locations
Texas Institutional Investment Management 2004 View Locations
The Financial Advisory Group 1997 View Locations
The Goff Financial Group 2003 View Locations
The Personal Wealth Coach 2007 View Locations
Torres Financial Services 1999 View Locations
Traditions Wealth Advisors 2008 View Locations
Trinity Fiduciary Partners 2007 View Locations
Trisperity Advisors 2007 View Locations
Turner Capital Investments 2008 View Locations
Vestis Advisors 2010 View Locations
WJ Interests 2003 View Locations
Warwick Partners 1979 View Locations
Wealth Management Services OF Austin 2005 View Locations
WorthPointe 2007 View Locations
YCG 2007 View Locations


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