RIA firms in Texas
14,183 RIA firms are registered or notice filed in Texas: 5,218 state registered and 8,965 federally registered. 2,149 are headquartered here.
Another 737 state registered advisers with no address on file are registered only in Texas. 204 exempt reporting advisers also file in Texas and are not counted as RIA firms. #2 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Texas, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| Charles Schwab & Co., Inc.also a Broker Dealer | 6,779 | not reported | Federally registered | Westlake |
| Fisher Investments | 2,984 | $387B | Federally registered | Plano |
| Kestra Advisory Services, LLC | 1,444 | $79.8B | Federally registered | Austin |
| VALIC Financial Advisors, Inc.also a Broker Dealer | 1,253 | $29.2B | Federally registered | Houston |
| First Command Advisory Services | 1,036 | $24.4B | Federally registered | Fort Worth |
| Prospera Financial Services, Inc.also a Broker Dealer | 271 | $12.4B | Federally registered | Dallas |
| Dimensional Fund Advisors LP | 254 | $1T | Federally registered | Austin |
| Kestra Private Wealth Services, LLC | 208 | $13.5B | Federally registered | Austin |
| United Capital Financial Advisors | 165 | $24.6B | Federally registered | Irving |
| Frost Investment Services | 162 | $3.7B | Federally registered | San Antonio |
Most advisers based in Texas
Advisers registered and working in Texas, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Texas that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $4.3T
- Firms reporting
- 1,553
- Median, federally registered
- $476M
- Median, state registered
- $28M
How they charge
Share of the 1,744 firms headquartered here that report their fees.
Who they serve
Share of the 1,545 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Texas RIA firms, answered.
How many RIA firms are registered in Texas?
14,183 RIA firms are registered or notice filed in Texas: 5,218 state registered and 8,965 federally registered. 2,149 are headquartered there.
Which RIA firms in Texas have the most advisers?
Charles Schwab & Co., Inc. (6,779 advisers), Fisher Investments (2,984 advisers) and Kestra Advisory Services, LLC (1,444 advisers).
How much do RIA firms in Texas manage?
The 1,553 RIA firms headquartered in Texas that report assets report $4.3T in total. The median is $476M for federally registered firms and $28M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Texas counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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