Adviser Record

Investment advisers in Dallas, TX

299 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in TX

FirmAssetsEmployeesDisclosures
Nb Alternatives Advisers LLC$160.24 billion4175
Sixth Street Advisers, LLC$101.61 billion7031
Alm First Financial Advisors LLC$76.17 billion230
Barrow Hanley Global Investors$59.04 billion940
Hilltop Securities Asset Management, LLC$37.70 billion313
Hudson Advisors$36.39 billion2933
Guidestone Capital Management$36.24 billion350
Lone Star Funds$35.73 billion363
Hbk Capital Management$35.61 billion1980
Trinitas Capital Management$19.56 billion260
Rcp Advisors 2, LLC$18.21 billion630
Maverick Capital Ltd$15.85 billion980
Crow Holdings Capital$14.45 billion1660
Westwood Management Corp$12.46 billion950
Prospera Financial Services, Inc.$12.44 billion33310
Canyon Capital Advisors LLC$11.92 billion1920
Canyon Clo Advisors LP$11.91 billion1610
Ngp$10.88 billion560
Tolleson Private Wealth Management$9.26 billion930
Sixth Street Lending Partners Advisers, LLC$8.69 billion660
Trive Capital Management LLC$8.00 billion870
Disruptive Technology Advisers LLC$7.68 billion164
Merewether Investment Management, LP$6.91 billion250
Level Four Advisory Services$6.54 billion1360
Txre Advisers, LLC$6.37 billion840
Integrated Advisors Network LLC$5.52 billion877
True North Advisors, LLC$5.42 billion890
Three Bell Capital LLC$5.05 billion220
Bbam US LP$4.75 billion790
Quotient Wealth Partners, LLC$4.61 billion601
Mcr Fund Management LLC$4.58 billion600
Banner Oak Capital Partners, LP$4.46 billion90
Turtle Creek Trust$4.28 billion100
Texas Capital Bank Private Wealth Advisors$4.19 billion640
Tailwater Capital$3.97 billion460
Guidestone Investment Services$3.91 billion280
Transwestern Investments$3.75 billion310
Merit Energy Company$3.70 billion7820
Regan Capital$3.59 billion220
Sycamore Tree Capital Partners, L.P.$3.54 billion300
Advisor Resource Council$3.49 billion1193
Sixth Street Specialty Lending Advisers, LLC$3.42 billion660
Vwh Capital Management, LP$3.32 billion280
Anson Funds Management LP$3.05 billion43
Paradigm Global Investors$3.03 billion40
Trinity Hunt Management, L.P.$2.99 billion530
Nfj Investment Group, LLC$2.98 billion90
Canyon Partners Real Estate LLC$2.91 billion1980
Legacy Knight Mfo, LLC$2.85 billion210
Nexpoint Asset Management, L.P.$2.76 billion60
Turtle Creek Wealth Advisors, LLC$2.76 billion260
Hilltop Securities Inc.$2.51 billion9211
Silver Hill Energy Partners, LP$2.49 billion490
Permian$2.43 billion120
The Milestone Real Estate Group, LP$2.43 billion330
Paceline Equity Partners, LLC$2.43 billion400
Requisite Capital Management LLC$2.43 billion110
Strive Asset Management$2.38 billion330
Beaird Harris$2.27 billion190
Sagefield Investment Group LP$2.17 billion100
Meridiem Capital Partners LP$2.15 billion160
Ascentis Independent Advisors, LLC$2.09 billion430
River Canyon Fund Management LLC$2.08 billion1610
Cresta Fund Management LLC$2.04 billion160
Balefire, LLC$1.99 billion383
Sole Source Capital LLC$1.98 billion340
Centeroak Adviser, L.P.$1.98 billion200
Guidestone Advisors$1.96 billion340
Nexpoint Real Estate Advisors Vii, L.P.$1.93 billion20
Scout Energy Management LLC$1.86 billion1,1130
Condire Management, LP$1.86 billion110
D2 Asset Management$1.83 billion340
View Capital Ria, LP$1.82 billion180
Kainos (Tx) Capital LP$1.81 billion250
Nxg Investment Management$1.75 billion103
Swift Creek Partners$1.74 billion130
Lee Financial Company, LLC$1.68 billion390
Isc Advisors, Inc.$1.62 billion304
Satori Capital, LLC$1.61 billion330
Momentum Independent Network Inc.$1.61 billion9710
Duration Asset Management, LLC$1.58 billion30
Annandale Capital, LLC$1.55 billion50
Greenbrier Partners Capital Management, LLC$1.54 billion40
Wallace Capital Management, Inc.$1.49 billion70
Ranger Investment Management,l.p.$1.48 billion150
Cypress Point Wealth Management, LLC$1.47 billion120
Twin Tree Management, LP$1.46 billion80
Smith Group Asset Management, LLC$1.41 billion144
Hudson Way Capital Management, LLC$1.40 billion100
Howard Financial Services, Ltd.$1.40 billion240
Level Four Capital Management$1.38 billion90
Bh Credit Management LLC$1.37 billion550
Roosevelt Capital Management LLC$1.37 billion20
Penn Davis Mcfarland Inc$1.36 billion100
Citation$1.36 billion140
Beacon Financial Group$1.30 billion180
Trigate Management LLC$1.28 billion200
Webs Creek Capital Management LP$1.25 billion90
Hodges Capital Management Inc$1.24 billion201
Lear Investment Management$1.24 billion70
Bwcp, LP$1.23 billion110
Integrity Advisory Solutions$1.10 billion1130
Coppell Advisory Solutions LLC$1.10 billion878
Nexpoint Real Estate Advisors X, L.P.$1.10 billion20
Mcgowan Group Asset Management, Inc.$1.08 billion90
Avidity Partners Management LP$1.06 billion90
Esp Investment Advisors LLC$1.04 billion160
Prosight Capital$1.04 billion50
Perryman Financial Advisory, Inc.$1.02 billion80
Soundwatch Capital, LLC$1.02 billion50
Edge Natural Resources LLC$1.02 billion140
Renovo Capital, LLC$1.01 billion140
Petrocap, LLC$949.1 million150
Vaquero Private Wealth, Ltd.$928.9 million90
Braemont Capital$913.0 million170
Brookmont Capital Management$910.5 million40
Riata Capital Group, LLC$901.1 million190
Commerce Street Investment Management$891.3 million140
Lwo LLC$890.8 million230
Bluescape Energy Partners LLC$890.4 million90
Strata Wealth Advisors, LLC$886.1 million140
Probity Advisors, Inc.$859.4 million90
Grey Rock Management Partners Iv, LLC$856.7 million290
Cpmg, Inc.$855.8 million70
Apeiron$852.0 million170
Adams Asset Advisors LLC$839.4 million40
Madden Asset Management$826.0 million30
Nexannuity Asset Management, L.P.$823.4 million40
Nokomis Capital, L.L.C.$804.2 million50
Paratus Financial, Inc.$757.4 million81
Westwood Wealth Management$749.5 million620
Autumn Glory Partners, LLC$747.6 million20
Crossplane Capital Management, LP$736.2 million190
Latticework Capital Management LLC$705.1 million120
Aethon Energy Management$700.1 million70
Ikarian Capital$698.0 million80
LP Investment Management, LLC$696.1 million20
Optimum Quantvest Corporation$695.1 million40
9823 Capital, LP$677.1 million60
Mcelhenny Sheffield Capital Management, LLC$663.2 million73
Pender Capital Management, LLC$661.4 million142
Goodlander Investment Management, LLC$660.5 million60
Optima Asset Management Inc$657.4 million20
Spicewood Mineral Management, LLC$644.7 million100
Clare Market Investments, LLC$635.1 million40
Di Investment Management LP$617.6 million830
Eq Wealth Advisors$617.0 million60
Ackerman Capital Management$604.0 million60
Vendera Management Holdings, LLC$602.8 million280
Ascentis Wealth Management, LLC$595.7 million90
Rtw Financial Advisors Inc$581.0 million110
Civitas Capital Management, LLC$578.6 million470
Lucashill, LLC$575.2 million30
Sequel Holdings, L.P.$563.0 million120
Digital Ascension Group - Wealth$555.1 million700
Suntx Capital Management Corp.$554.2 million140
Mack & Co. Partners, LP$549.0 million80
Newstone Capital Partners, LLC$544.5 million80
Aecom-canyon Partners Real Estate Fund Advisors LLC$537.3 million1280
Bp Capital Energy Advisors, LLC$537.2 million90
Sky Island Capital$533.5 million140
Carlson Capital, L.P.$529.9 million261
Summit House Capital Management, LLC$518.7 million90
Broadwing Capital Management LLC$513.1 million110
Sabrepoint Capital Management$499.5 million50
Socorro Asset Management$497.9 million60
Rr Advisors, LLC$496.8 million80
Allred Harris Wealth Management.$493.4 million60
Symmetry Capital Advisors LLC$492.7 million50
Xebec Asset Management, LLC$484.5 million290
Carson Management Company, LLC$475.1 million60
S2 Fund Manager, LLC$474.8 million420
Proem Advisors LLC$474.1 million50
Slw Investment Management, LLC$464.2 million110
Lgt Financial Advisors LLC$456.1 million50
Havencrest Capital Management, LLC$450.7 million140
Thackeray Partners$442.7 million110
Burford Brothers, Inc.$440.2 million40
Cic Partners Management LLC$438.0 million170
Crux Capital Ltd$427.6 million100
Murphy & Sylvest$425.7 million80
Castleview Partners, LLC$416.9 million220
Slotnik Capital, LLC$415.8 million50
Caird Investments$413.2 million80
Fifth Force Management$406.9 million40
Palogic Value Management, L.P.$405.5 million50
Fortune Wealth Management, LLC$396.3 million30
Fifth Partners Management, LLC$391.6 million280
Promus Advisors$384.6 million60
Concorde Investment Management$376.2 million60
Unity Partners$367.0 million240
Greenfield Seitz Capital Management, LLC$363.4 million40
Robertson Opportunity Capital, LLC$358.7 million60
Velocis Management, LLC$346.4 million200
Capital Ideas$336.2 million50
First Dallas Securities, Inc.$335.7 million202
Fluent Financial, LLC$329.7 million90
Resilient Capital Management, LLC$326.1 million30
Meros Investment Management, LP$321.0 million100
Leap Wealth Management$305.5 million50
Canyon Abf Manager LLC$300.0 million1221
Orchid Advisory$295.7 million40
Ridgepost Capital Advisors, LLC$288.4 million100
Worth Asset Management$288.2 million120
Lexington Hill Partners, LLC$278.4 million80
Johkim Capital Partners Management LLC$277.0 million60
Roserock Wealth Management, LLC$275.0 million20
Tillridge Global Agribusiness Partners$270.0 million30
Csr Capital$268.7 million80
Wisniewski Wealth Management$266.1 million50
Grey Rock Energy Management, LLC$259.9 million290
Hep Partners LLC$257.9 million80
Hartmann Taylor Wealth Management, LLC$254.6 million50
Hc2 Capital, LLC$251.6 million70
Stronghold Resource Partners$246.5 million451
3b Capital Management, LP$245.9 million30
Leon Capital Management, LLC$244.7 million750
Snowcap Capital Management$238.9 million20
Broadmark Asset Management LLC$238.4 million30
Fireside Capital Advisors$236.6 million40
High River Resources Management LLC$232.8 million100
Austerra Wealth Management LLC$230.3 million30
Catalyst Capital Advisers LLC$228.1 million20
Principia Wealth Advisory, LLC$225.0 million50
Capital Advisory Group, Inc.$224.9 million30
Wl Ross & Co. LLC$224.6 million99
Reb Capital Management, LLC$224.5 million40
Halcyon Global Advisors$221.3 million20
Coronado Resources Management LP$221.1 million90
Ballast Asset Management$220.7 million50
Prescott Advisors, LLC$217.8 million210
White Rock Capital$217.4 million20
Icp Group Investment Manager, LLC$215.9 million60
Daniels & Erickson Financial Advisors, LLC$213.6 million40
Miai, Inc.$213.3 million44
Lake Pacific Partners$213.2 million20
J.E. Simmons & Co., P.C.$213.1 million40
Silver Lake Capital Partners$211.5 million20
Skylark Private Equity Partners, LP$211.4 million70
Impact Shares$210.4 million30
Pingora Partners LLC$199.4 million10
Scalar Gauge Management, LLC$199.4 million30
Miller Global Investments, L.L.C.$199.4 million20
J.K. Financial, Inc.$195.8 million30
Stonetree Investment Partners LLC$195.7 million60
Blueheel LLC$192.3 million40
Retirement Advisors, LLC$186.4 million30
Delos Capital Advisors$185.6 million80
Wpa Family Office, LLC$175.2 million50
Qmp Management, LLC$174.3 million40
Cain Capital Management, LP$171.2 million40
Rwr Investments LLC$170.9 million40
Ecp Investment Advisors LLC$167.7 million110
Schlindwein Associates LLC$167.1 million30
Womack Financial LLC$164.7 million30
Maple Park Capital$162.2 million80
Scherer Financial Advisory Services, LLC$158.3 million50
Uptown Capital Advisors$153.8 million20
Applewhite & Buys Financial Advisors$153.1 million20
Awh Capital, L.P.$147.6 million30
Bfi Wealth Solutions, LLC$145.0 million10
Gsv Asset Management, LLC$143.4 million31
Braeside Investments, LLC$139.4 million30
Cravens Brothers Private Wealth Management LLC$139.3 million20
Southpaw Cp Manager LP$138.9 million50
Revere Capital Management LP$138.7 million290
Tkc Wealth Management LLC$138.6 million60
Strategic Portfolio Solutions, LLC$136.2 million50
Paradigm Advisors, LLC$136.1 million40
Certified Financial Strategies Corporation$133.3 million20
Pmv Capital Advisers, LLC$132.0 million40
Nexpoint Advisors, L.P.$131.2 million670
The Gardner Group$125.3 million10
Worth Financial Group Inc.$122.8 million110
Lone Star Investment Advisors, LLC$119.9 million40
Pathway Wealth Management, LLC$116.0 million10
Lrh Capital Advising LLC$113.9 million10
Double Eagle Wealth Management LLC$108.6 million20
Birnam Wood Capital, LLC$106.1 million20
Ormonde Investment Management, LLC$105.3 million20
Nexpoint Insurance Solutions, L.P.$95.7 million40
Basa Advisors$95.7 million140
Saddock Wealth, LLC$94.3 million90
Efs Asset Management LLC$70.0 million10
Salient Advisors, L.P.$61.8 million950
Ranger Alternative Management, L.P.$54.5 million110
Acruence Capital, LLC$37.4 million10
Nexadvisors, LLC$26.1 million40
Cumberland Hill Capital Management LLC$18.1 million20
Precept Management, LLC$5.4 million30
Founder Etfs LLC$2.9 million10
Fortuna Funds, LLC$915,03520
L & B Realty Advisors, LLP$218,557700
Fivancial Advisors, Inc.$92510
Vestie$12510
Everlong Capital Fund Management, LP$080
Quotient Wealth Asset Management, LLC$040
Innovayte Capital$024
Ascentis Asset Management, LLC$090