{
  "path": "/advisors/tx",
  "url": "https://advisorcensus.com/advisors/tx/page/11",
  "page_type": "state",
  "title": "Financial advisors in Texas",
  "filters": {},
  "scope_total": 3052,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Texas?",
      "a": "AdvisorCensus lists 3,052 investment advisory firms with a principal office in Texas, from Form ADV filings as of October 2026: 1,108 SEC-registered, 1,270 state-registered, and 674 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Texas?",
      "a": "831 of the 3,052 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."
    },
    {
      "q": "How many financial advisors in Texas offer financial planning?",
      "a": "1,291 of the 2,378 firms in Texas 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."
    },
    {
      "q": "Are the financial advisors in Texas fiduciaries?",
      "a": "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 831 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 3,052 investment advisory firms with a principal office in Texas, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Texas: 3,052 firms from Form ADV filings as of October 2026.",
  "total_firms": 3052,
  "page": 11,
  "total_pages": 62,
  "sort": "name",
  "registration_types": {
    "sec": 1108,
    "state": 1270,
    "exempt": 674
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 831
    },
    {
      "code": "percentage_of_aum",
      "count": 2157
    },
    {
      "code": "hourly",
      "count": 850
    },
    {
      "code": "subscription",
      "count": 31
    },
    {
      "code": "fixed",
      "count": 1156
    },
    {
      "code": "commissions",
      "count": 33
    },
    {
      "code": "performance_based",
      "count": 591
    },
    {
      "code": "other",
      "count": 303
    },
    {
      "code": "not_reported",
      "count": 674
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 1433
    },
    {
      "code": "5_to_9",
      "count": 666
    },
    {
      "code": "10_to_19",
      "count": 604
    },
    {
      "code": "20_plus",
      "count": 293
    },
    {
      "code": "not_reported",
      "count": 56
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 726
    },
    {
      "code": "25m_100m",
      "count": 389
    },
    {
      "code": "100m_500m",
      "count": 545
    },
    {
      "code": "500m_1b",
      "count": 196
    },
    {
      "code": "1b_5b",
      "count": 226
    },
    {
      "code": "over_5b",
      "count": 91
    },
    {
      "code": "not_reported",
      "count": 879
    }
  ],
  "firms": [
    {
      "crd_number": 170672,
      "name": "Caprock Capital Advisors Inc.",
      "name_as_filed": "CAPROCK CAPITAL ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/caprock-capital-advisors-inc-plano-tx-170672",
      "city": "Plano",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300349,
      "name": "Capstar Financial Services LLC",
      "name_as_filed": "CAPSTAR FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/capstar-financial-services-llc-austin-tx-300349",
      "city": "Austin",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336766,
      "name": "Carabela Investments LLC",
      "name_as_filed": "CARABELA INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/carabela-investments-llc-tomball-tx-336766",
      "city": "Tomball",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 307463,
      "name": "Cardinal CSP Investments GP, Inc.",
      "name_as_filed": "CARDINAL CSP INVESTMENTS GP, INC.",
      "url": "https://advisorcensus.com/firm/cardinal-csp-investments-gp-inc-dallas-tx-307463",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 339938,
      "name": "Cardinal Wealth Management LLC",
      "name_as_filed": "CARDINAL WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/cardinal-wealth-management-llc-339938",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116982,
      "name": "Cargile Investment Management",
      "name_as_filed": "CARGILE INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cargile-investment-management-midland-tx-116982",
      "city": "Midland",
      "state": "TX",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325306,
      "name": "Carlin Wealth Management Group, LLC",
      "name_as_filed": "CARLIN WEALTH MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/carlin-wealth-management-group-llc-austin-tx-325306",
      "city": "Austin",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118156,
      "name": "Carlson Capital, L.P.",
      "name_as_filed": "CARLSON CAPITAL, L.P.",
      "url": "https://advisorcensus.com/firm/carlson-capital-l-p-dallas-tx-118156",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 24,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339148,
      "name": "Carlton Lane Capital",
      "name_as_filed": "CARLTON LANE CAPITAL",
      "url": "https://advisorcensus.com/firm/carlton-lane-capital-dallas-tx-339148",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 270008,
      "name": "Carnelian Energy Capital Management, LP",
      "name_as_filed": "CARNELIAN ENERGY CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/carnelian-energy-capital-management-lp-houston-tx-270008",
      "city": "Houston",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 328025,
      "name": "Carnrite Ventures",
      "name_as_filed": "CARNRITE VENTURES",
      "url": "https://advisorcensus.com/firm/carnrite-ventures-houston-tx-328025",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 129350,
      "name": "Carr Consulting P.A.",
      "name_as_filed": "CARR CONSULTING P.A.",
      "url": "https://advisorcensus.com/firm/carr-consulting-p-a-san-antonio-tx-129350",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164325,
      "name": "Carriage Services Investment Advisors, Inc.",
      "name_as_filed": "CARRIAGE SERVICES INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/carriage-services-investment-advisors-inc-houston-tx-164325",
      "city": "Houston",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311522,
      "name": "Carrington Advisors, LLC",
      "name_as_filed": "CARRINGTON ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/carrington-advisors-llc-dallas-tx-311522",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135185,
      "name": "Carroll & Company Capital Management",
      "name_as_filed": "CARROLL & COMPANY CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/carroll-and-company-capital-management-houston-tx-135185",
      "city": "Houston",
      "state": "TX",
      "years_registered": 36,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334565,
      "name": "Carroll Advisory Group",
      "name_as_filed": "CARROLL ADVISORY GROUP",
      "url": "https://advisorcensus.com/firm/carroll-advisory-group-texarkana-tx-334565",
      "city": "Texarkana",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162202,
      "name": "Carrollton Mineral Partners GP, LP",
      "name_as_filed": "CARROLLTON MINERAL PARTNERS GP, LP",
      "url": "https://advisorcensus.com/firm/carrollton-mineral-partners-gp-lp-dallas-tx-162202",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 153261,
      "name": "Carson Management Company, LLC",
      "name_as_filed": "CARSON MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/carson-management-company-llc-dallas-tx-153261",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116249,
      "name": "Carter Advisory Services, Inc",
      "name_as_filed": "CARTER ADVISORY SERVICES, INC",
      "url": "https://advisorcensus.com/firm/carter-advisory-services-inc-dallas-tx-116249",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 45,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123069,
      "name": "Carter Capital Management",
      "name_as_filed": "CARTER CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/carter-capital-management-123069",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317294,
      "name": "Cartess Investment Partners LLC",
      "name_as_filed": "CARTESS INVESTMENT PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/cartess-investment-partners-llc-dallas-tx-317294",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 312231,
      "name": "Carvalho Investment Group, LLC",
      "name_as_filed": "CARVALHO INVESTMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/carvalho-investment-group-llc-austin-tx-312231",
      "city": "Austin",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329570,
      "name": "Casmilner Consulting LLC",
      "name_as_filed": "CASMILNER CONSULTING LLC",
      "url": "https://advisorcensus.com/firm/casmilner-consulting-llc-329570",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 192516,
      "name": "Casoro Capital, LLC",
      "name_as_filed": "CASORO CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/casoro-capital-llc-austin-tx-192516",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 281410,
      "name": "Castleview Partners, LLC",
      "name_as_filed": "CASTLEVIEW PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/castleview-partners-llc-dallas-tx-281410",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298405,
      "name": "Catalano Financial",
      "name_as_filed": "CATALANO FINANCIAL",
      "url": "https://advisorcensus.com/firm/catalano-financial-the-woodlands-tx-298405",
      "city": "The Woodlands",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290191,
      "name": "Catalyst Capital Advisers LLC",
      "name_as_filed": "CATALYST CAPITAL ADVISERS LLC",
      "url": "https://advisorcensus.com/firm/catalyst-capital-advisers-llc-dallas-tx-290191",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 44970,
      "name": "Catalyst Strategic Solutions",
      "name_as_filed": "CATALYST STRATEGIC SOLUTIONS",
      "url": "https://advisorcensus.com/firm/catalyst-strategic-solutions-plano-tx-44970",
      "city": "Plano",
      "state": "TX",
      "years_registered": 36,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329586,
      "name": "Catalyst Wealth Management LLC",
      "name_as_filed": "CATALYST WEALTH MANAGEMENT  LLC",
      "url": "https://advisorcensus.com/firm/catalyst-wealth-management-llc-houston-tx-329586",
      "city": "Houston",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137652,
      "name": "Catamount Capital LLC",
      "name_as_filed": "CATAMOUNT CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/catamount-capital-llc-dallas-tx-137652",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290650,
      "name": "Cates FP, Cates Tax Advisory",
      "name_as_filed": "CATES FP, CATES TAX ADVISORY",
      "url": "https://advisorcensus.com/firm/cates-fp-cates-tax-advisory-290650",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343392,
      "name": "Cati Capital Partners LLC",
      "name_as_filed": "CATI CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/cati-capital-partners-llc-dallas-tx-343392",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 172091,
      "name": "Caviness Wealth Management, LLC",
      "name_as_filed": "CAVINESS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/caviness-wealth-management-llc-dallas-tx-172091",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173606,
      "name": "Cavner Social Enterprises, LLC",
      "name_as_filed": "CAVNER SOCIAL ENTERPRISES, LLC",
      "url": "https://advisorcensus.com/firm/cavner-social-enterprises-llc-austin-tx-173606",
      "city": "Austin",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290076,
      "name": "Cayetano Development, LLC",
      "name_as_filed": "CAYETANO DEVELOPMENT, LLC",
      "url": "https://advisorcensus.com/firm/cayetano-development-llc-austin-tx-290076",
      "city": "Austin",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338168,
      "name": "CAZ GP Stakes Adviser LLC",
      "name_as_filed": "CAZ GP STAKES ADVISER LLC",
      "url": "https://advisorcensus.com/firm/caz-gp-stakes-adviser-llc-houston-tx-338168",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113931,
      "name": "CAZ Investments L.P.",
      "name_as_filed": "CAZ INVESTMENTS L.P.",
      "url": "https://advisorcensus.com/firm/caz-investments-l-p-houston-tx-113931",
      "city": "Houston",
      "state": "TX",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327614,
      "name": "CAZ Investments Registered Adviser LLC",
      "name_as_filed": "CAZ INVESTMENTS REGISTERED ADVISER LLC",
      "url": "https://advisorcensus.com/firm/caz-investments-registered-adviser-llc-houston-tx-327614",
      "city": "Houston",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288948,
      "name": "CCC Advisors, LLC",
      "name_as_filed": "CCC ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ccc-advisors-llc-austin-tx-288948",
      "city": "Austin",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116707,
      "name": "Celtic Capital Corporation",
      "name_as_filed": "CELTIC CAPITAL CORPORATION",
      "url": "https://advisorcensus.com/firm/celtic-capital-corporation-bellaire-tx-116707",
      "city": "Bellaire",
      "state": "TX",
      "years_registered": 25,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290778,
      "name": "Centennial Advisors, LLC",
      "name_as_filed": "CENTENNIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/centennial-advisors-llc-austin-tx-290778",
      "city": "Austin",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281685,
      "name": "Centergate Capital",
      "name_as_filed": "CENTERGATE CAPITAL",
      "url": "https://advisorcensus.com/firm/centergate-capital-austin-tx-281685",
      "city": "Austin",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175156,
      "name": "Centeroak Adviser, L.P.",
      "name_as_filed": "CENTEROAK ADVISER, L.P.",
      "url": "https://advisorcensus.com/firm/centeroak-adviser-l-p-dallas-tx-175156",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282477,
      "name": "Centric Advisors, LLC",
      "name_as_filed": "CENTRIC ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/centric-advisors-llc-cypress-tx-282477",
      "city": "Cypress",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165417,
      "name": "Century Bridge Partners Management, LLC",
      "name_as_filed": "CENTURY BRIDGE PARTNERS MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/century-bridge-partners-management-llc-dallas-tx-165417",
      "city": "Dallas",
      "state": "TX",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 112308,
      "name": "Century Management Financial Advisors",
      "name_as_filed": "CENTURY MANAGEMENT FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/century-management-financial-advisors-austin-tx-112308",
      "city": "Austin",
      "state": "TX",
      "years_registered": 47,
      "raum_band": "500m_1b",
      "compensation_types": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 226556,
      "name": "Ceres Energy Partners, LLC",
      "name_as_filed": "CERES ENERGY PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/ceres-energy-partners-llc-houston-tx-226556",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 335406,
      "name": "Cerro Lobos Management, LLC",
      "name_as_filed": "CERRO LOBOS MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cerro-lobos-management-llc-san-antonio-tx-335406",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 114361,
      "name": "Certified Financial Strategies Corporation",
      "name_as_filed": "CERTIFIED FINANCIAL STRATEGIES CORPORATION",
      "url": "https://advisorcensus.com/firm/certified-financial-strategies-corporation-dallas-tx-114361",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311964,
      "name": "CF Financial",
      "name_as_filed": "CF FINANCIAL",
      "url": "https://advisorcensus.com/firm/cf-financial-fort-worth-tx-311964",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/tx/dallas",
      "name": "Dallas",
      "msa_name": "Dallas-Fort Worth-Arlington, TX",
      "state_code": "TX",
      "firm_count": 1076
    },
    {
      "path": "/advisors/tx/houston",
      "name": "Houston",
      "msa_name": "Houston-Pasadena-The Woodlands, TX",
      "state_code": "TX",
      "firm_count": 661
    },
    {
      "path": "/advisors/tx/austin",
      "name": "Austin",
      "msa_name": "Austin-Round Rock-San Marcos, TX",
      "state_code": "TX",
      "firm_count": 521
    },
    {
      "path": "/advisors/tx/san-antonio",
      "name": "San Antonio",
      "msa_name": "San Antonio-New Braunfels, TX",
      "state_code": "TX",
      "firm_count": 142
    },
    {
      "path": "/advisors/tx/waco",
      "name": "Waco",
      "msa_name": "Waco, TX",
      "state_code": "TX",
      "firm_count": 22
    },
    {
      "path": "/advisors/tx/el-paso",
      "name": "El Paso",
      "msa_name": "El Paso, TX",
      "state_code": "TX",
      "firm_count": 19
    },
    {
      "path": "/advisors/tx/lubbock",
      "name": "Lubbock",
      "msa_name": "Lubbock, TX",
      "state_code": "TX",
      "firm_count": 15
    },
    {
      "path": "/advisors/tx/amarillo",
      "name": "Amarillo",
      "msa_name": "Amarillo, TX",
      "state_code": "TX",
      "firm_count": 13
    },
    {
      "path": "/advisors/tx/college-station",
      "name": "College Station",
      "msa_name": "College Station-Bryan, TX",
      "state_code": "TX",
      "firm_count": 11
    },
    {
      "path": "/advisors/tx/midland",
      "name": "Midland",
      "msa_name": "Midland, TX",
      "state_code": "TX",
      "firm_count": 11
    },
    {
      "path": "/advisors/tx/corpus-christi",
      "name": "Corpus Christi",
      "msa_name": "Corpus Christi, TX",
      "state_code": "TX",
      "firm_count": 9
    },
    {
      "path": "/advisors/tx/mcallen",
      "name": "McAllen",
      "msa_name": "McAllen-Edinburg-Mission, TX",
      "state_code": "TX",
      "firm_count": 9
    },
    {
      "path": "/advisors/tx/abilene",
      "name": "Abilene",
      "msa_name": "Abilene, TX",
      "state_code": "TX",
      "firm_count": 7
    },
    {
      "path": "/advisors/tx/tyler",
      "name": "Tyler",
      "msa_name": "Tyler, TX",
      "state_code": "TX",
      "firm_count": 7
    },
    {
      "path": "/advisors/tx/victoria",
      "name": "Victoria",
      "msa_name": "Victoria, TX",
      "state_code": "TX",
      "firm_count": 7
    },
    {
      "path": "/advisors/tx/longview",
      "name": "Longview",
      "msa_name": "Longview, TX",
      "state_code": "TX",
      "firm_count": 6
    },
    {
      "path": "/advisors/tx/beaumont",
      "name": "Beaumont",
      "msa_name": "Beaumont-Port Arthur, TX",
      "state_code": "TX",
      "firm_count": 5
    },
    {
      "path": "/advisors/tx/wichita-falls",
      "name": "Wichita Falls",
      "msa_name": "Wichita Falls, TX",
      "state_code": "TX",
      "firm_count": 4
    },
    {
      "path": "/advisors/tx/killeen",
      "name": "Killeen",
      "msa_name": "Killeen-Temple, TX",
      "state_code": "TX",
      "firm_count": 3
    },
    {
      "path": "/advisors/tx/san-angelo",
      "name": "San Angelo",
      "msa_name": "San Angelo, TX",
      "state_code": "TX",
      "firm_count": 3
    },
    {
      "path": "/advisors/tx/sherman",
      "name": "Sherman",
      "msa_name": "Sherman-Denison, TX",
      "state_code": "TX",
      "firm_count": 3
    },
    {
      "path": "/advisors/tx/brownsville",
      "name": "Brownsville",
      "msa_name": "Brownsville-Harlingen, TX",
      "state_code": "TX",
      "firm_count": 2
    },
    {
      "path": "/advisors/tx/laredo",
      "name": "Laredo",
      "msa_name": "Laredo, TX",
      "state_code": "TX",
      "firm_count": 2
    },
    {
      "path": "/advisors/tx/texarkana",
      "name": "Texarkana",
      "msa_name": "Texarkana, TX-AR",
      "state_code": "TX",
      "firm_count": 2
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/tx",
      "label": "Financial advisors in Texas"
    },
    "fee_pages": [
      {
        "path": "/advisors/tx/fee-only",
        "label": "Fee-only financial advisors in Texas",
        "firm_count": 831
      },
      {
        "path": "/advisors/tx/flat-fee",
        "label": "Flat-fee financial advisors in Texas",
        "firm_count": 1156
      },
      {
        "path": "/advisors/tx/hourly",
        "label": "Hourly financial advisors in Texas",
        "firm_count": 850
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/tx.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
