Written by investor.com
April 06, 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 April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Texas are as follows:
- Must be rated 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 |
|
$9.2 million | 17 | 1 | $543,739 |
| Academy Capital Management |
|
$657.2 million | 940 | 5 | $699,158 |
| Adell Harriman & Carpenter |
|
$1.1 billion | 834 | 4 | $1.3 million |
| ALM First Financial Advisors |
|
$74.2 billion | 169 | 10 | $439.0 million |
| Alpha Capital Management |
|
$564.2 million | 415 | 4 | $1.4 million |
| Andersen |
|
$4.2 billion | 411 | 9 | $10.3 million |
| Argent Wealth Management |
|
$81.5 million | 62 | 2 | $1.3 million |
| Arrowhead Asset Management |
|
$39.0 million | 85 | 1 | $458,598 |
| AssetBuilder |
|
$676.8 million | 878 | 6 | $770,899 |
| Beck Capital Management |
|
$328.7 million | 391 | 8 | $840,537 |
| Bellaire Capital Management |
|
$8.4 million | 22 | 1 | $380,501 |
| Benold Financial Planning |
|
$98.7 million | 52 | 2 | $1.9 million |
| Bird Rock Asset Management |
|
$116.9 million | 200 | 4 | $584,494 |
| Blackgold Capital Management |
|
$587.2 million | 20 | 2 | $29.4 million |
| Brent Forrest & Associates |
|
$458.7 million | 487 | 4 | $941,864 |
| Bridge Investment Group |
|
$43.3 billion | 122 | 4 | $355.1 million |
| Brookmont Capital Management |
|
$679.9 million | 67 | 2 | $10.1 million |
| Cambridge Associates |
|
$276.0 billion | 581 | 463 | $475.1 million |
| Carlton, Hofferkamp and Jenks Wealth Management |
|
$458.7 million | 286 | 3 | $1.6 million |
| Century Bridge Partners Management |
|
$27.1 million | 1 | 11 | $27.1 million |
| Corda Investment Management |
|
$1.4 billion | 1,301 | 19 | $1.1 million |
| COX Global Associates |
|
$324,392 | 18 | 2 | $18,021 |
 Dash Investments
|
|
$247.5 million | 299 | 4 | $827,640 |
| Davidson Capital Management |
|
$401.2 million | 394 | 3 | $1.0 million |
| EP Wealth Advisors |
|
$17.1 billion | 11,485 | 176 | $1.5 million |
| Financial Edge |
|
$45.7 million | 63 | 1 | $724,892 |
| Focus Wealth Advisors |
|
$191.2 million | 112 | 1 | $1.7 million |
| Forteris Wealth Management |
|
$138.5 million | 147 | 2 | $942,427 |
| Freedom 3 Capital |
|
$1.2 billion | 22 | 12 | $52.4 million |
| Freshfield Capital |
|
$34.0 million | 80 | 1 | $425,000 |
| Frisco Financial Planning |
|
$83.6 million | 47 | 1 | $1.8 million |
| Fulcrum Equity Management |
|
$195.3 million | 695 | 4 | $281,053 |
| Garcia Hamilton & Associates |
|
$16.8 billion | 441 | 3 | $38.0 million |
| Global Wealth Management |
|
$248.0 million | 117 | 4 | $2.1 million |
| Grimes & Company |
|
$4.2 billion | 3,530 | 28 | $1.2 million |
| Halbert Hargrove |
|
$2.7 billion | 1,356 | 33 | $2.0 million |
| Hamilton Point Investment Advisors |
|
$793.1 million | 215 | 7 | $3.7 million |
| Haven Wealth Group |
|
$205.6 million | 311 | 5 | $661,183 |
| HBW Advisory Services |
|
$1.0 billion | 8,618 | 60 | $118,304 |
| Hoisington Investment Management Co. |
|
$3.8 billion | 27 | 5 | $139.6 million |
| Index Fund Advisors |
|
$4.4 billion | 2,451 | 16 | $1.8 million |
| J.E. Simmons & Co. |
|
$133.5 million | 380 | 2 | $351,252 |
| Kildare Partners US |
|
$2.2 billion | 8 | 28 | $273.1 million |
| KMH Wealth Management |
|
$607.0 million | 502 | 8 | $1.2 million |
| Krueger & Catalano Capital Partners |
|
$365.5 million | 385 | 4 | $949,246 |
| Lauterbach Financial Advisors |
|
$485.9 million | 403 | 6 | $1.2 million |
| LBJ Family Wealth Advisors |
|
$301.0 million | 90 | 2 | $3.3 million |
| Legacy Asset Management |
|
$122.1 million | 291 | 2 | $419,642 |
| Lifeway Financial Corporation |
|
$262.6 million | 155 | 3 | $1.7 million |
| Lucien Stirling & Gray Advisory Group |
|
$98.4 million | 153 | 3 | $643,431 |
| Manske Wealth Management |
|
$426.4 million | 401 | 6 | $1.1 million |
| MBR Financial |
|
$682.3 million | 413 | 5 | $1.7 million |
| McDonald Capital Management |
|
$238.4 million | 162 | 3 | $1.5 million |
| McElhenny Sheffield Capital Management |
|
$391.9 million | 1,014 | 7 | $386,513 |
| Money Methods |
|
$0.0 | 284 | 2 | $0.0 |
| Moss Adams Wealth Advisors |
|
$3.3 billion | 1,213 | 22 | $2.7 million |
| Mustard Seed Wealth Management |
|
$313.0 million | 706 | 10 | $443,367 |
| NAMCOA |
|
$236.0 million | 213 | 14 | $1.1 million |
| New Capital Management |
|
$353.4 million | 109 | 1 | $3.2 million |
| Optimum Investment Advisors |
|
$261.0 million | 227 | 5 | $1.1 million |
| Overridge Wealth Advisors |
|
$207.1 million | 367 | 8 | $564,322 |
| Palisades Hudson Asset Management |
|
$1.4 billion | 153 | 9 | $9.0 million |
| Parallel Advisors |
|
$5.7 billion | 3,525 | 43 | $1.6 million |
| Parkstone Wealth Management |
|
$156.6 million | 20 | 3 | $7.8 million |
| Paul Comstock Partners |
|
$2.9 billion | 110 | 9 | $26.0 million |
| Performance Investment Group |
|
$43.4 million | 26 | 1 | $1.7 million |
| Pharos Capital Group |
|
$1.1 billion | 6 | 12 | $185.1 million |
| Regan Capital |
|
$793.6 million | 26 | 4 | $30.5 million |
| Relevance Capital Management |
|
$304.2 million | 249 | 3 | $1.2 million |
| Resource Consulting Group |
|
$0.0 | 30 | 3 | $0.0 |
| Richard P. Slaughter Associates |
|
$729.7 million | 508 | 10 | $1.4 million |
| RMH Capital Advisors |
|
$30.4 million | 20 | 1 | $1.5 million |
| Robert Harrell Incorporated |
|
$838.4 million | 97 | 3 | $8.6 million |
| Ruedi Wealth Management |
|
$334.1 million | 495 | 5 | $674,971 |
| Sage Advisory Services CO |
|
$15.3 billion | 4,888 | 38 | $3.1 million |
| Sather Financial Group |
|
$1.7 billion | 7,489,300,655 | 7 | $0.0 |
| Scott AND Associates OF Texas |
|
$14.1 million | 56 | 1 | $251,818 |
| Segment Wealth Management |
|
$1.2 billion | 213 | 1 | $5.5 million |
| Sequent Asset Management |
|
$760.3 million | 500 | 3 | $1.5 million |
| Smith Anglin Financial |
|
$1.2 billion | 1,182 | 16 | $1.1 million |
| Southwest Retirement Advisors |
|
$63.7 million | 54 | 1 | $1.2 million |
| Symphony Financial Co. |
|
$616.4 million | 1,157 | 18 | $532,774 |
| Tanglewood Total Wealth Management |
|
$1.2 billion | 440 | 8 | $2.7 million |
| Team Financial Strategies |
|
$180.8 million | 257 | 8 | $703,612 |
| Terry Mcdaniel & Company |
|
$1.4 billion | 355 | 7 | $3.9 million |
| Texas Capital Management |
|
$50.0 million | 215 | 2 | $232,641 |
| Texas Institutional Investment Management |
|
$57.1 million | 68 | 2 | $839,871 |
| THE Broughton Investment Group |
|
$19.5 million | 54 | 3 | $361,111 |
| The Financial Advisory Group |
|
$1.2 billion | 387 | 10 | $3.0 million |
 The Goff Financial Group
|
|
$420.3 million | 207 | 3 | $2.0 million |
| The Personal Wealth Coach |
|
$172.7 million | 241 | 2 | $716,649 |
| TNT Asset Management |
|
$93.2 million | 171 | 4 | $544,985 |
| Traditions Wealth Advisors |
|
$68.4 million | 54 | 2 | $1.3 million |
| Trinity Fiduciary Partners |
|
$124.4 million | 52 | 1 | $2.4 million |
| Warwick Partners |
|
$1.4 billion | 223 | 3 | $6.4 million |
| Wealth Management Services of Austin |
|
$10.6 million | 17 | 1 | $622,609 |
| WJ Interests |
|
$426.7 million | 243 | 5 | $1.8 million |
| WorthPointe |
|
$733.3 million | 568 | 10 | $1.3 million |
| YCG |
|
$1.1 billion | 233 | 2 | $4.7 million |
| Your Richest Life |
|
$13.5 million | 27 | 1 | $501,372 |
More Top Firms by State
About the Editorial Team
investor.com
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