# 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/page/2

## 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 2 of 2, 51 to 95 of 95, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Moffatt Financial Strategies](https://advisorcensus.com/firm/moffatt-financial-strategies-fort-worth-tx-335975) ([md](https://advisorcensus.com/firm/moffatt-financial-strategies-fort-worth-tx-335975.md)) | 335975 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [New Century Partners-The No-Load Group, Inc.](https://advisorcensus.com/firm/new-century-partners-the-no-load-group-inc-fort-worth-tx-114509) ([md](https://advisorcensus.com/firm/new-century-partners-the-no-load-group-inc-fort-worth-tx-114509.md)) | 114509 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Nolet Wealth Management, LLC](https://advisorcensus.com/firm/nolet-wealth-management-llc-fort-worth-tx-329186) ([md](https://advisorcensus.com/firm/nolet-wealth-management-llc-fort-worth-tx-329186.md)) | 329186 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee, Performance fee |
| [Overridge Wealth Advisors](https://advisorcensus.com/firm/overridge-wealth-advisors-fort-worth-tx-115009) ([md](https://advisorcensus.com/firm/overridge-wealth-advisors-fort-worth-tx-115009.md)) | 115009 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee |
| [Phillips Ray Capital Management, Inc.](https://advisorcensus.com/firm/phillips-ray-capital-management-inc-fort-worth-tx-114408) ([md](https://advisorcensus.com/firm/phillips-ray-capital-management-inc-fort-worth-tx-114408.md)) | 114408 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Performance fee |
| [Pierce Wealth Partners, Inc.](https://advisorcensus.com/firm/pierce-wealth-partners-inc-fort-worth-tx-315147) ([md](https://advisorcensus.com/firm/pierce-wealth-partners-inc-fort-worth-tx-315147.md)) | 315147 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Other |
| [Point Bridge Capital, LLC](https://advisorcensus.com/firm/point-bridge-capital-llc-fort-worth-tx-168071) ([md](https://advisorcensus.com/firm/point-bridge-capital-llc-fort-worth-tx-168071.md)) | 168071 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Portia Capital Management](https://advisorcensus.com/firm/portia-capital-management-fort-worth-tx-286662) ([md](https://advisorcensus.com/firm/portia-capital-management-fort-worth-tx-286662.md)) | 286662 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Premier Wealth Management, LLC](https://advisorcensus.com/firm/premier-wealth-management-llc-fort-worth-tx-145253) ([md](https://advisorcensus.com/firm/premier-wealth-management-llc-fort-worth-tx-145253.md)) | 145253 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 18 | % of assets, Fixed fee, Other |
| [Purewater Capital, LLC](https://advisorcensus.com/firm/purewater-capital-llc-fort-worth-tx-166154) ([md](https://advisorcensus.com/firm/purewater-capital-llc-fort-worth-tx-166154.md)) | 166154 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [RHM Capital Management, Inc.](https://advisorcensus.com/firm/rhm-capital-management-inc-fort-worth-tx-155229) ([md](https://advisorcensus.com/firm/rhm-capital-management-inc-fort-worth-tx-155229.md)) | 155229 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Rhodes Investment Advisors, Inc.](https://advisorcensus.com/firm/rhodes-investment-advisors-inc-fort-worth-tx-114245) ([md](https://advisorcensus.com/firm/rhodes-investment-advisors-inc-fort-worth-tx-114245.md)) | 114245 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Commissions |
| [Rivercrest Capital Management LLC](https://advisorcensus.com/firm/rivercrest-capital-management-llc-fort-worth-tx-284911) ([md](https://advisorcensus.com/firm/rivercrest-capital-management-llc-fort-worth-tx-284911.md)) | 284911 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee |
| [Rogers Wealth Group, Inc.](https://advisorcensus.com/firm/rogers-wealth-group-inc-fort-worth-tx-107409) ([md](https://advisorcensus.com/firm/rogers-wealth-group-inc-fort-worth-tx-107409.md)) | 107409 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Fixed fee |
| [Rrig MG, LLC](https://advisorcensus.com/firm/rrig-mg-llc-fort-worth-tx-333605) ([md](https://advisorcensus.com/firm/rrig-mg-llc-fort-worth-tx-333605.md)) | 333605 | Fort Worth, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Shelton Wealth Management, LLC](https://advisorcensus.com/firm/shelton-wealth-management-llc-fort-worth-tx-312686) ([md](https://advisorcensus.com/firm/shelton-wealth-management-llc-fort-worth-tx-312686.md)) | 312686 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Signal Securities, Inc.](https://advisorcensus.com/firm/signal-securities-inc-fort-worth-tx-15916) ([md](https://advisorcensus.com/firm/signal-securities-inc-fort-worth-tx-15916.md)) | 15916 | Fort Worth, TX | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee, Commissions |
| [Stadtler Capital Management, LLC](https://advisorcensus.com/firm/stadtler-capital-management-llc-fort-worth-tx-156465) ([md](https://advisorcensus.com/firm/stadtler-capital-management-llc-fort-worth-tx-156465.md)) | 156465 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 15 | % of assets, Fixed fee, Performance fee |
| [Steelhead Capital Management, LLC](https://advisorcensus.com/firm/steelhead-capital-management-llc-fort-worth-tx-173440) ([md](https://advisorcensus.com/firm/steelhead-capital-management-llc-fort-worth-tx-173440.md)) | 173440 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Sterling Capital Advisors](https://advisorcensus.com/firm/sterling-capital-advisors-fort-worth-tx-335544) ([md](https://advisorcensus.com/firm/sterling-capital-advisors-fort-worth-tx-335544.md)) | 335544 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Storehouse Financial LLC](https://advisorcensus.com/firm/storehouse-financial-llc-fort-worth-tx-140738) ([md](https://advisorcensus.com/firm/storehouse-financial-llc-fort-worth-tx-140738.md)) | 140738 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Performance fee |
| [Styre Wealth](https://advisorcensus.com/firm/styre-wealth-fort-worth-tx-289276) ([md](https://advisorcensus.com/firm/styre-wealth-fort-worth-tx-289276.md)) | 289276 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Summittx Capital, L.P.](https://advisorcensus.com/firm/summittx-capital-l-p-fort-worth-tx-333741) ([md](https://advisorcensus.com/firm/summittx-capital-l-p-fort-worth-tx-333741.md)) | 333741 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 1 | % of assets, Performance fee |
| [SWMG, LLC](https://advisorcensus.com/firm/swmg-llc-fort-worth-tx-166688) ([md](https://advisorcensus.com/firm/swmg-llc-fort-worth-tx-166688.md)) | 166688 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Tailwind Advisors](https://advisorcensus.com/firm/tailwind-advisors-fort-worth-tx-150081) ([md](https://advisorcensus.com/firm/tailwind-advisors-fort-worth-tx-150081.md)) | 150081 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Performance fee |
| [Telis Group Capital Management LLC](https://advisorcensus.com/firm/telis-group-capital-management-llc-fort-worth-tx-329167) ([md](https://advisorcensus.com/firm/telis-group-capital-management-llc-fort-worth-tx-329167.md)) | 329167 | Fort Worth, TX | Exempt reporting adviser | Not reported | 2 | Not reported |
| [The Capital Chart Room, Ltd](https://advisorcensus.com/firm/the-capital-chart-room-ltd-fort-worth-tx-117980) ([md](https://advisorcensus.com/firm/the-capital-chart-room-ltd-fort-worth-tx-117980.md)) | 117980 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Fixed fee |
| [The Tempest Financial Group PLLC](https://advisorcensus.com/firm/the-tempest-financial-group-pllc-fort-worth-tx-312592) ([md](https://advisorcensus.com/firm/the-tempest-financial-group-pllc-fort-worth-tx-312592.md)) | 312592 | Fort Worth, TX | State-registered investment adviser | Not reported | 5 | Hourly, Subscription, Fixed fee, Commissions |
| [Thirteen Twenty-Two Advisors](https://advisorcensus.com/firm/thirteen-twenty-two-advisors-fort-worth-tx-339326) ([md](https://advisorcensus.com/firm/thirteen-twenty-two-advisors-fort-worth-tx-339326.md)) | 339326 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [TPG Capital Advisors, LLC](https://advisorcensus.com/firm/tpg-capital-advisors-llc-fort-worth-tx-159738) ([md](https://advisorcensus.com/firm/tpg-capital-advisors-llc-fort-worth-tx-159738.md)) | 159738 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Other |
| [TPG Global Advisors, LLC](https://advisorcensus.com/firm/tpg-global-advisors-llc-fort-worth-tx-159732) ([md](https://advisorcensus.com/firm/tpg-global-advisors-llc-fort-worth-tx-159732.md)) | 159732 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Other |
| [TPG RE Finance Trust Management, L.P.](https://advisorcensus.com/firm/tpg-re-finance-trust-management-l-p-fort-worth-tx-288851) ([md](https://advisorcensus.com/firm/tpg-re-finance-trust-management-l-p-fort-worth-tx-288851.md)) | 288851 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 9 | Fixed fee, Other |
| [TPG Real Estate Advisors, LLC](https://advisorcensus.com/firm/tpg-real-estate-advisors-llc-fort-worth-tx-170731) ([md](https://advisorcensus.com/firm/tpg-real-estate-advisors-llc-fort-worth-tx-170731.md)) | 170731 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Other |
| [TPG Solutions Advisors](https://advisorcensus.com/firm/tpg-solutions-advisors-fort-worth-tx-313020) ([md](https://advisorcensus.com/firm/tpg-solutions-advisors-fort-worth-tx-313020.md)) | 313020 | Fort Worth, TX | SEC-registered investment adviser | Over $5 billion | 5 | % of assets, Other |
| [Trademark Property Company](https://advisorcensus.com/firm/trademark-property-company-fort-worth-tx-281897) ([md](https://advisorcensus.com/firm/trademark-property-company-fort-worth-tx-281897.md)) | 281897 | Fort Worth, TX | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Trinity Investment Management, LLC](https://advisorcensus.com/firm/trinity-investment-management-llc-fort-worth-tx-133873) ([md](https://advisorcensus.com/firm/trinity-investment-management-llc-fort-worth-tx-133873.md)) | 133873 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Performance fee |
| [Trinsic Capital, LLC](https://advisorcensus.com/firm/trinsic-capital-llc-fort-worth-tx-165949) ([md](https://advisorcensus.com/firm/trinsic-capital-llc-fort-worth-tx-165949.md)) | 165949 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [TRS Advisors, LLC](https://advisorcensus.com/firm/trs-advisors-llc-fort-worth-tx-283248) ([md](https://advisorcensus.com/firm/trs-advisors-llc-fort-worth-tx-283248.md)) | 283248 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | Not reported | % of assets, Fixed fee |
| [Vortus Investment Advisors, LLC](https://advisorcensus.com/firm/vortus-investment-advisors-llc-fort-worth-tx-166178) ([md](https://advisorcensus.com/firm/vortus-investment-advisors-llc-fort-worth-tx-166178.md)) | 166178 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee |
| [Waymaker Financial Planning](https://advisorcensus.com/firm/waymaker-financial-planning-fort-worth-tx-308177) ([md](https://advisorcensus.com/firm/waymaker-financial-planning-fort-worth-tx-308177.md)) | 308177 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Western Research and Management, L.L.C.](https://advisorcensus.com/firm/western-research-and-management-l-l-c-fort-worth-tx-109509) ([md](https://advisorcensus.com/firm/western-research-and-management-l-l-c-fort-worth-tx-109509.md)) | 109509 | Fort Worth, TX | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Williams Financial Planning, Inc.](https://advisorcensus.com/firm/williams-financial-planning-inc-fort-worth-tx-290272) ([md](https://advisorcensus.com/firm/williams-financial-planning-inc-fort-worth-tx-290272.md)) | 290272 | Fort Worth, TX | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Windgate UC4K LLC](https://advisorcensus.com/firm/windgate-uc4k-llc-fort-worth-tx-305578) ([md](https://advisorcensus.com/firm/windgate-uc4k-llc-fort-worth-tx-305578.md)) | 305578 | Fort Worth, TX | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Worth Wealth Advisors, LLC](https://advisorcensus.com/firm/worth-wealth-advisors-llc-fort-worth-tx-339284) ([md](https://advisorcensus.com/firm/worth-wealth-advisors-llc-fort-worth-tx-339284.md)) | 339284 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Wpwealth LLP](https://advisorcensus.com/firm/wpwealth-llp-fort-worth-tx-145467) ([md](https://advisorcensus.com/firm/wpwealth-llp-fort-worth-tx-145467.md)) | 145467 | Fort Worth, TX | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/tx/dallas/fort-worth.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.