Best Financial Advisor Firms Texas 2023

investor.com

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:

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

More Top Firms by State

About the Editorial Team

investor.com
investor.com

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, retirement planning, and more.


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