# Financial advisors in Fort Worth, TX

> AdvisorCensus lists 95 investment advisory firms with a principal office in Fort Worth, Texas (part of the Dallas metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Dallas metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/dallas/fort-worth

## At a glance

- Investment advisory firms: 95
- Registration: SEC-registered investment adviser: 46, State-registered investment adviser: 28, Exempt reporting adviser: 21
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 13 (18%); Percentage of assets 69 (93%); Hourly charges 25 (34%); Subscription fees (newsletter or periodical) 2 (3%); Fixed fees 38 (51%); Commissions 3 (4%); Performance-based fees 25 (34%); Other 14 (19%); No compensation arrangements reported 21
- Regulatory assets under management (Item 5.F): Under $25 million 10 (11%); $25 million to $100 million 16 (17%); $100 million to $500 million 24 (25%); $500 million to $1 billion 5 (5%); $1 billion to $5 billion 6 (6%); Over $5 billion 10 (11%); Not reported 24 (25%)
- Years registered: Under 5 years 35 (37%); 5 to 9 years 29 (31%); 10 to 19 years 21 (22%); 20 years or more 8 (8%); Not reported 2 (2%)

## Firms (page 1 of 2, 1 to 50 of 95, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [A Squared Partners LLC](https://advisorcensus.com/firm/a-squared-partners-llc-fort-worth-tx-309815) ([md](https://advisorcensus.com/firm/a-squared-partners-llc-fort-worth-tx-309815.md)) | 309815 | Fort Worth, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Achelion Capital Management, LLC](https://advisorcensus.com/firm/achelion-capital-management-llc-fort-worth-tx-340265) ([md](https://advisorcensus.com/firm/achelion-capital-management-llc-fort-worth-tx-340265.md)) | 340265 | Fort Worth, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Alta Fox Capital Management, LLC](https://advisorcensus.com/firm/alta-fox-capital-management-llc-fort-worth-tx-295816) ([md](https://advisorcensus.com/firm/alta-fox-capital-management-llc-fort-worth-tx-295816.md)) | 295816 | Fort Worth, TX | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [ARB Capital LLC](https://advisorcensus.com/firm/arb-capital-llc-fort-worth-tx-334816) ([md](https://advisorcensus.com/firm/arb-capital-llc-fort-worth-tx-334816.md)) | 334816 | Fort Worth, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Artemis Equity LLC](https://advisorcensus.com/firm/artemis-equity-llc-fort-worth-tx-326823) ([md](https://advisorcensus.com/firm/artemis-equity-llc-fort-worth-tx-326823.md)) | 326823 | Fort Worth, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Aspen Wealth Management, LLC](https://advisorcensus.com/firm/aspen-wealth-management-llc-fort-worth-tx-159594) ([md](https://advisorcensus.com/firm/aspen-wealth-management-llc-fort-worth-tx-159594.md)) | 159594 | Fort Worth, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly |
| [Aspenridge Wealth Advisors](https://advisorcensus.com/firm/aspenridge-wealth-advisors-fort-worth-tx-337220) ([md](https://advisorcensus.com/firm/aspenridge-wealth-advisors-fort-worth-tx-337220.md)) | 337220 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Basin OIL and GAS Management, LP](https://advisorcensus.com/firm/basin-oil-and-gas-management-lp-fort-worth-tx-289099) ([md](https://advisorcensus.com/firm/basin-oil-and-gas-management-lp-fort-worth-tx-289099.md)) | 289099 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Baynes Capital LLC](https://advisorcensus.com/firm/baynes-capital-llc-fort-worth-tx-334708) ([md](https://advisorcensus.com/firm/baynes-capital-llc-fort-worth-tx-334708.md)) | 334708 | Fort Worth, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Baynes Investment Counsel LLC](https://advisorcensus.com/firm/baynes-investment-counsel-llc-fort-worth-tx-322909) ([md](https://advisorcensus.com/firm/baynes-investment-counsel-llc-fort-worth-tx-322909.md)) | 322909 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [Bios Capital Management, LP](https://advisorcensus.com/firm/bios-capital-management-lp-fort-worth-tx-298955) ([md](https://advisorcensus.com/firm/bios-capital-management-lp-fort-worth-tx-298955.md)) | 298955 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Bios Research](https://advisorcensus.com/firm/bios-research-fort-worth-tx-163720) ([md](https://advisorcensus.com/firm/bios-research-fort-worth-tx-163720.md)) | 163720 | Fort Worth, TX | State-registered investment adviser | Not reported | 14 | Subscription |
| [Brazos Wealth Advisors LLC](https://advisorcensus.com/firm/brazos-wealth-advisors-llc-fort-worth-tx-323508) ([md](https://advisorcensus.com/firm/brazos-wealth-advisors-llc-fort-worth-tx-323508.md)) | 323508 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [CA Partners LLC](https://advisorcensus.com/firm/ca-partners-llc-fort-worth-tx-121742) ([md](https://advisorcensus.com/firm/ca-partners-llc-fort-worth-tx-121742.md)) | 121742 | Fort Worth, TX | Exempt reporting adviser | Not reported | 7 | Not reported |
| [CF Financial](https://advisorcensus.com/firm/cf-financial-fort-worth-tx-311964) ([md](https://advisorcensus.com/firm/cf-financial-fort-worth-tx-311964.md)) | 311964 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Corner Speed Capital Partners](https://advisorcensus.com/firm/corner-speed-capital-partners-fort-worth-tx-344293) ([md](https://advisorcensus.com/firm/corner-speed-capital-partners-fort-worth-tx-344293.md)) | 344293 | Fort Worth, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Corriente Advisors, LLC](https://advisorcensus.com/firm/corriente-advisors-llc-fort-worth-tx-127639) ([md](https://advisorcensus.com/firm/corriente-advisors-llc-fort-worth-tx-127639.md)) | 127639 | Fort Worth, TX | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Course 26, LLC](https://advisorcensus.com/firm/course-26-llc-fort-worth-tx-171325) ([md](https://advisorcensus.com/firm/course-26-llc-fort-worth-tx-171325.md)) | 171325 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Performance fee, Other |
| [Crescent Real Estate LLC](https://advisorcensus.com/firm/crescent-real-estate-llc-fort-worth-tx-158397) ([md](https://advisorcensus.com/firm/crescent-real-estate-llc-fort-worth-tx-158397.md)) | 158397 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Fixed fee, Performance fee, Other |
| [Crestline Management, L.P.](https://advisorcensus.com/firm/crestline-management-l-p-fort-worth-tx-122711) ([md](https://advisorcensus.com/firm/crestline-management-l-p-fort-worth-tx-122711.md)) | 122711 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Performance fee, Other |
| [Cumbie Advisory Services, Inc](https://advisorcensus.com/firm/cumbie-advisory-services-inc-fort-worth-tx-142606) ([md](https://advisorcensus.com/firm/cumbie-advisory-services-inc-fort-worth-tx-142606.md)) | 142606 | Fort Worth, TX | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee, Other |
| [Dean, Jacobson Financial Services](https://advisorcensus.com/firm/dean-jacobson-financial-services-fort-worth-tx-115879) ([md](https://advisorcensus.com/firm/dean-jacobson-financial-services-fort-worth-tx-115879.md)) | 115879 | Fort Worth, TX | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Diesslin Group, Inc.](https://advisorcensus.com/firm/diesslin-group-inc-fort-worth-tx-110557) ([md](https://advisorcensus.com/firm/diesslin-group-inc-fort-worth-tx-110557.md)) | 110557 | Fort Worth, TX | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets, Hourly, Fixed fee, Performance fee |
| [Double Eagle Family Offices, LLC](https://advisorcensus.com/firm/double-eagle-family-offices-llc-fort-worth-tx-315523) ([md](https://advisorcensus.com/firm/double-eagle-family-offices-llc-fort-worth-tx-315523.md)) | 315523 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee, Performance fee |
| [Eagle Capital International, LLC](https://advisorcensus.com/firm/eagle-capital-international-llc-fort-worth-tx-299541) ([md](https://advisorcensus.com/firm/eagle-capital-international-llc-fort-worth-tx-299541.md)) | 299541 | Fort Worth, TX | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Eagle EYE Funds, LLC](https://advisorcensus.com/firm/eagle-eye-funds-llc-fort-worth-tx-331594) ([md](https://advisorcensus.com/firm/eagle-eye-funds-llc-fort-worth-tx-331594.md)) | 331594 | Fort Worth, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Ecapital Management LLC](https://advisorcensus.com/firm/ecapital-management-llc-fort-worth-tx-291715) ([md](https://advisorcensus.com/firm/ecapital-management-llc-fort-worth-tx-291715.md)) | 291715 | Fort Worth, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Epus Global Energy, LLC](https://advisorcensus.com/firm/epus-global-energy-llc-fort-worth-tx-298819) ([md](https://advisorcensus.com/firm/epus-global-energy-llc-fort-worth-tx-298819.md)) | 298819 | Fort Worth, TX | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Estes Financial Services, Inc.](https://advisorcensus.com/firm/estes-financial-services-inc-fort-worth-tx-146590) ([md](https://advisorcensus.com/firm/estes-financial-services-inc-fort-worth-tx-146590.md)) | 146590 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee, Other |
| [Exline Capital](https://advisorcensus.com/firm/exline-capital-fort-worth-tx-318683) ([md](https://advisorcensus.com/firm/exline-capital-fort-worth-tx-318683.md)) | 318683 | Fort Worth, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [First Command Advisory Services](https://advisorcensus.com/firm/first-command-advisory-services-fort-worth-tx-281958) ([md](https://advisorcensus.com/firm/first-command-advisory-services-fort-worth-tx-281958.md)) | 281958 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Fixed fee |
| [Goff Focused Strategies LLC](https://advisorcensus.com/firm/goff-focused-strategies-llc-fort-worth-tx-284910) ([md](https://advisorcensus.com/firm/goff-focused-strategies-llc-fort-worth-tx-284910.md)) | 284910 | Fort Worth, TX | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Good Life Private Wealth, LLC](https://advisorcensus.com/firm/good-life-private-wealth-llc-fort-worth-tx-165613) ([md](https://advisorcensus.com/firm/good-life-private-wealth-llc-fort-worth-tx-165613.md)) | 165613 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Green Investment Management, Inc.](https://advisorcensus.com/firm/green-investment-management-inc-fort-worth-tx-109695) ([md](https://advisorcensus.com/firm/green-investment-management-inc-fort-worth-tx-109695.md)) | 109695 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Harvest Returns, Inc](https://advisorcensus.com/firm/harvest-returns-inc-fort-worth-tx-324236) ([md](https://advisorcensus.com/firm/harvest-returns-inc-fort-worth-tx-324236.md)) | 324236 | Fort Worth, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Helm Investment](https://advisorcensus.com/firm/helm-investment-fort-worth-tx-316688) ([md](https://advisorcensus.com/firm/helm-investment-fort-worth-tx-316688.md)) | 316688 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 4 | % of assets, Performance fee |
| [Highpeak Energy Management, LLC](https://advisorcensus.com/firm/highpeak-energy-management-llc-fort-worth-tx-293928) ([md](https://advisorcensus.com/firm/highpeak-energy-management-llc-fort-worth-tx-293928.md)) | 293928 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | Performance fee |
| [Holland Investment Management, Inc.](https://advisorcensus.com/firm/holland-investment-management-inc-fort-worth-tx-159060) ([md](https://advisorcensus.com/firm/holland-investment-management-inc-fort-worth-tx-159060.md)) | 159060 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Holt Capital Partners, L.P.](https://advisorcensus.com/firm/holt-capital-partners-l-p-fort-worth-tx-117863) ([md](https://advisorcensus.com/firm/holt-capital-partners-l-p-fort-worth-tx-117863.md)) | 117863 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly |
| [Impact Wealth Group](https://advisorcensus.com/firm/impact-wealth-group-fort-worth-tx-327364) ([md](https://advisorcensus.com/firm/impact-wealth-group-fort-worth-tx-327364.md)) | 327364 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Integrity Financial Group](https://advisorcensus.com/firm/integrity-financial-group-fort-worth-tx-318877) ([md](https://advisorcensus.com/firm/integrity-financial-group-fort-worth-tx-318877.md)) | 318877 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Jasper Ridge Partners, L.P.](https://advisorcensus.com/firm/jasper-ridge-partners-l-p-fort-worth-tx-144401) ([md](https://advisorcensus.com/firm/jasper-ridge-partners-l-p-fort-worth-tx-144401.md)) | 144401 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Fixed fee, Performance fee, Other |
| [JOS Planning](https://advisorcensus.com/firm/jos-planning-fort-worth-tx-331432) ([md](https://advisorcensus.com/firm/jos-planning-fort-worth-tx-331432.md)) | 331432 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Longhorn Capital Partners, L.P.](https://advisorcensus.com/firm/longhorn-capital-partners-l-p-fort-worth-tx-329221) ([md](https://advisorcensus.com/firm/longhorn-capital-partners-l-p-fort-worth-tx-329221.md)) | 329221 | Fort Worth, TX | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Performance fee |
| [Lummis Asset Management, L.P.](https://advisorcensus.com/firm/lummis-asset-management-l-p-fort-worth-tx-114357) ([md](https://advisorcensus.com/firm/lummis-asset-management-l-p-fort-worth-tx-114357.md)) | 114357 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Luther King Capital Management Corporation](https://advisorcensus.com/firm/luther-king-capital-management-corporation-fort-worth-tx-110093) ([md](https://advisorcensus.com/firm/luther-king-capital-management-corporation-fort-worth-tx-110093.md)) | 110093 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 47 | % of assets, Fixed fee, Performance fee |
| [M2G Ventures LLC](https://advisorcensus.com/firm/m2g-ventures-llc-fort-worth-tx-322399) ([md](https://advisorcensus.com/firm/m2g-ventures-llc-fort-worth-tx-322399.md)) | 322399 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Performance fee, Other |
| [Marauder Capital LLC](https://advisorcensus.com/firm/marauder-capital-llc-fort-worth-tx-330926) ([md](https://advisorcensus.com/firm/marauder-capital-llc-fort-worth-tx-330926.md)) | 330926 | Fort Worth, TX | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Michels Family Financial, LLC](https://advisorcensus.com/firm/michels-family-financial-llc-fort-worth-tx-319311) ([md](https://advisorcensus.com/firm/michels-family-financial-llc-fort-worth-tx-319311.md)) | 319311 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Mission Advisory Group](https://advisorcensus.com/firm/mission-advisory-group-fort-worth-tx-312055) ([md](https://advisorcensus.com/firm/mission-advisory-group-fort-worth-tx-312055.md)) | 312055 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/tx/dallas/fort-worth/page/2.md

## Questions people ask

**How many financial advisory firms are there in Fort Worth, TX?**
AdvisorCensus lists 95 investment advisory firms with a principal office in Fort Worth, Texas (part of the Dallas metro area), from Form ADV filings as of October 2026: 46 SEC-registered, 28 state-registered, and 21 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Fort Worth, TX?**
13 of the 95 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Fort Worth, TX offer financial planning?**
38 of the 74 firms in Fort Worth, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Fort Worth, TX fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 13 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Fort Worth, TX: 95 firms from Form ADV filings as of October 2026.