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Top Financial Advisor Firms in Texas




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 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 June 01, 2020, 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 Brandon Wilson for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
ACT Wealth Management 2010 View 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
Andco Consulting 2001 View Locations
Andersen 2003 View Locations
AssetBuilder 2007 View Locations
BCJ Capital Management 2000 View Locations
BakerAvenue 2004 View Locations
Barnett Financial 2020 View Locations
Beaird Harris 1996 View Locations
Beaumont Financial Partners 2000 View Locations
Bernzott Capital Advisors 1999 View Locations
Bird Rock Asset Management 2006 View Locations
Brent Forrest & Associates 2011 View Locations
Briaud Financial Advisors 1988 View Locations
Brookmont Capital Management 2007 View Locations
Callahan Advisors 2003 View Locations
Cambridge Associates 1978 View Locations
Carlton, Hofferkamp and Jenks Wealth Management 2010 View Locations
Champion Capital Research 2006 View Locations
Clear Harbor Asset Management 2009 View Locations
Collegiate Capital Management 2005 View Locations
Corda Investment Management 1999 $500,000 View Locations
Crossvault Capital Management 2000 View Locations
Cypress Point Wealth Management 2007 View Locations
Exencial Wealth Advisors 2004 View Locations
FJY Financial 2006 View Locations
Forteris Wealth Management 1993 View Locations
Founders Capital Management 1995 View Locations
Goodman Financial Corporation 2002 View Locations
Greenfield Seitz Capital Management 2009 View Locations
HFG Wealth Management 2008 View Locations
Halbert Hargrove 1988 $1,000,000 View Locations
Haven Wealth Group 2008 View Locations
Hill Investment Group 2005 View Locations
Hoisington Investment Management Co. 1980 View Locations
Horizon Wealth Advisors 2003 View Locations
Howard Financial Services 1994 View Locations
Index Fund Advisors 2000 View Locations
Insight Wealth Partners 2010 View Locations
International Research & Asset Management 2020 View Locations
J.E. Simmons & Co. 1997 View Locations
KMH Wealth Management 1998 View Locations
Krueger & Catalano Capital Partners 2006 View Locations
LCG Associates 1982 View Locations
LD Lowe Wealth Advisory 2005 View Locations
Lauterbach Financial Advisors 2005 View Locations
Lee Financial Company 1975 View Locations
Lifeway Financial Corporation 2003 View Locations
Linscomb & Williams 1995 View Locations
M Capital Advisors 1993 View Locations
McGowan Group Asset Management 2010 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Merit Financial Advisors 2007 View Locations
Mission Wealth Management 2002 View Locations
New Capital Management 2004 View Locations
Optima Asset Management 1996 View Locations
Orleans Capital Management Corp 1991 View Locations
Palisades Hudson Asset Management 1998 View Locations
Paragon Capital Management 1998 View Locations
Paratus Financial 2005 View Locations
Parkway Advisors 2001 View Locations
PartnersInWealth 2020 View Locations
Patterson & Associates 1994 View Locations
Paul Comstock Partners 1984 View Locations
Penn Davis Mcfarland 1977 View Locations
Personal Capital Advisors Corporation 2011 View Locations
Pharos Capital Group 2011 View Locations
Pillar Pacific Capital Management 1999 View Locations
Polaris Greystone Financial Group 2011 View Locations
RAA 2001 View Locations
Redhawk Wealth Advisors 2008 View Locations
Relevance Capital Management 2012 View Locations
Republic Wealth Advisors 2002 View Locations
Retirement Planners OF America 2011 View Locations
Richard P. Slaughter Associates 1998 View Locations
Rogers Wealth Group 1996 View Locations
Sage Advisory Services CO 1996 View Locations
Sage Capital Advisors 2005 View Locations
Sather Financial Group 2000 View Locations
Segment Wealth Management 2012 View Locations
Sequent Asset Management 2008 View Locations
St. James Investment Company 2003 View Locations
Stavis & Cohen Financial 2009 View Locations
Steward Wealth Management 2008 View Locations
Stratford Consulting 2007 View Locations
Tanglewood Total Wealth Management 1991 View Locations
Terry Mcdaniel & Company 1985 View Locations
The Goff Financial Group 2003 View Locations
The Mather Group 2011 View Locations
The Watchman Group 2005 View Locations
Tiedemann Advisors 2009 View Locations
Turtle Creek Management 2006 View Locations
Ulrich Investment Consultants 2011 View Locations
WJ Interests 2003 View Locations
Warwick Partners 1979 View Locations
WorthPointe 2007 View Locations
YCG 2007 View Locations


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