{
  "path": "/advisors/tx",
  "url": "https://advisorcensus.com/advisors/tx/page/12",
  "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": 12,
  "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": 305135,
      "name": "CFM Wealth Partners LLC",
      "name_as_filed": "CFM WEALTH PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/cfm-wealth-partners-llc-austin-tx-305135",
      "city": "Austin",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287600,
      "name": "CFO4LIFE",
      "name_as_filed": "CFO4LIFE",
      "url": "https://advisorcensus.com/firm/cfo4life-coppell-tx-287600",
      "city": "Coppell",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114262,
      "name": "CGM Investment Management",
      "name_as_filed": "CGM INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cgm-investment-management-114262",
      "city": null,
      "state": null,
      "years_registered": 28,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337228,
      "name": "Chadwick Financial",
      "name_as_filed": "CHADWICK FINANCIAL",
      "url": "https://advisorcensus.com/firm/chadwick-financial-colleyville-tx-337228",
      "city": "Colleyville",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283115,
      "name": "Chalk Hill Capital Partners",
      "name_as_filed": "CHALK HILL CAPITAL PARTNERS",
      "url": "https://advisorcensus.com/firm/chalk-hill-capital-partners-dallas-tx-283115",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 155906,
      "name": "Chambers Energy Capital",
      "name_as_filed": "CHAMBERS ENERGY CAPITAL",
      "url": "https://advisorcensus.com/firm/chambers-energy-capital-houston-tx-155906",
      "city": "Houston",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329781,
      "name": "Chambers Financial Consulting",
      "name_as_filed": "CHAMBERS FINANCIAL CONSULTING",
      "url": "https://advisorcensus.com/firm/chambers-financial-consulting-sonora-tx-329781",
      "city": "Sonora",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311968,
      "name": "Charis Legacy Partners",
      "name_as_filed": "CHARIS LEGACY PARTNERS",
      "url": "https://advisorcensus.com/firm/charis-legacy-partners-bryan-tx-311968",
      "city": "Bryan",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289762,
      "name": "CHCC Global Services LLC",
      "name_as_filed": "CHCC GLOBAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/chcc-global-services-llc-missouri-city-tx-289762",
      "city": "Missouri City",
      "state": "TX",
      "years_registered": null,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342793,
      "name": "Chelsea Addison Capital LLC",
      "name_as_filed": "CHELSEA ADDISON CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/chelsea-addison-capital-llc-palos-verdes-estates-tx-342793",
      "city": "Palos Verdes Estates",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310277,
      "name": "Childress Capital Advisors, LLC",
      "name_as_filed": "CHILDRESS CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/childress-capital-advisors-llc-houston-tx-310277",
      "city": "Houston",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104592,
      "name": "Chilton Capital Management LLC",
      "name_as_filed": "CHILTON CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/chilton-capital-management-llc-houston-tx-104592",
      "city": "Houston",
      "state": "TX",
      "years_registered": 30,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327964,
      "name": "Chimney Rock Equity Partners",
      "name_as_filed": "CHIMNEY ROCK EQUITY PARTNERS",
      "url": "https://advisorcensus.com/firm/chimney-rock-equity-partners-austin-tx-327964",
      "city": "Austin",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 321134,
      "name": "Chisholm Wealth Management",
      "name_as_filed": "CHISHOLM WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/chisholm-wealth-management-burleson-tx-321134",
      "city": "Burleson",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154238,
      "name": "CHJ Wealth Management",
      "name_as_filed": "CHJ WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/chj-wealth-management-the-woodlands-tx-154238",
      "city": "The Woodlands",
      "state": "TX",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304542,
      "name": "Chris Reddick Financial Planning",
      "name_as_filed": "CHRIS REDDICK FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/chris-reddick-financial-planning-304542",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165811,
      "name": "Christian Financial Advisors",
      "name_as_filed": "CHRISTIAN FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/christian-financial-advisors-new-braunfels-tx-165811",
      "city": "New Braunfels",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325504,
      "name": "Christopher & Co., LLC",
      "name_as_filed": "CHRISTOPHER & CO., LLC",
      "url": "https://advisorcensus.com/firm/christopher-and-co-llc-austin-tx-325504",
      "city": "Austin",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343166,
      "name": "Christopher James Capital Advisors",
      "name_as_filed": "CHRISTOPHER JAMES CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/christopher-james-capital-advisors-343166",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161842,
      "name": "CHT Group, Inc.",
      "name_as_filed": "CHT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/cht-group-inc-161842",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170362,
      "name": "Chung WU Investment Group, LLC",
      "name_as_filed": "CHUNG WU INVESTMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/chung-wu-investment-group-llc-sugar-land-tx-170362",
      "city": "Sugar Land",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287596,
      "name": "Cibolo Energy Partners, LLC",
      "name_as_filed": "CIBOLO ENERGY PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/cibolo-energy-partners-llc-houston-tx-287596",
      "city": "Houston",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158019,
      "name": "CIC Partners Management LLC",
      "name_as_filed": "CIC PARTNERS MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/cic-partners-management-llc-dallas-tx-158019",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283375,
      "name": "Cimarron Capital Management, LLC",
      "name_as_filed": "CIMARRON CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cimarron-capital-management-llc-283375",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334451,
      "name": "Circadia Financial Planning",
      "name_as_filed": "CIRCADIA FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/circadia-financial-planning-334451",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326828,
      "name": "Citation",
      "name_as_filed": "CITATION",
      "url": "https://advisorcensus.com/firm/citation-dallas-tx-326828",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319105,
      "name": "Civitas Capital Management, LLC",
      "name_as_filed": "CIVITAS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/civitas-capital-management-llc-dallas-tx-319105",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342087,
      "name": "Clairalpha Advisors LLC",
      "name_as_filed": "CLAIRALPHA ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/clairalpha-advisors-llc-frisco-tx-342087",
      "city": "Frisco",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 217515,
      "name": "Clare Market Investments, LLC",
      "name_as_filed": "CLARE MARKET INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/clare-market-investments-llc-dallas-tx-217515",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329226,
      "name": "Clarified Wealth Advisory",
      "name_as_filed": "CLARIFIED WEALTH ADVISORY",
      "url": "https://advisorcensus.com/firm/clarified-wealth-advisory-austin-tx-329226",
      "city": "Austin",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151339,
      "name": "Clark Financial LLC",
      "name_as_filed": "CLARK FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/clark-financial-llc-151339",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309957,
      "name": "Clear and Simple Financial Group LLC",
      "name_as_filed": "CLEAR AND SIMPLE FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/clear-and-simple-financial-group-llc-309957",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143696,
      "name": "Clear Cove LLC",
      "name_as_filed": "CLEAR COVE LLC",
      "url": "https://advisorcensus.com/firm/clear-cove-llc-dallas-tx-143696",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 311751,
      "name": "Clear Sky Advisers, LLC",
      "name_as_filed": "CLEAR SKY ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/clear-sky-advisers-llc-bellaire-tx-311751",
      "city": "Bellaire",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298551,
      "name": "Clear Sky Financial, LP",
      "name_as_filed": "CLEAR SKY FINANCIAL, LP",
      "url": "https://advisorcensus.com/firm/clear-sky-financial-lp-prosper-tx-298551",
      "city": "Prosper",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337595,
      "name": "Clear Trail Advisors, LLC",
      "name_as_filed": "CLEAR TRAIL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/clear-trail-advisors-llc-houston-tx-337595",
      "city": "Houston",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307443,
      "name": "Clearcrest Capital Management, LLC",
      "name_as_filed": "CLEARCREST CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/clearcrest-capital-management-llc-dallas-tx-307443",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 337649,
      "name": "Clearpoint Wealth Management",
      "name_as_filed": "CLEARPOINT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/clearpoint-wealth-management-colleyville-tx-337649",
      "city": "Colleyville",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 337831,
      "name": "Clearwater Wealth Management",
      "name_as_filed": "CLEARWATER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/clearwater-wealth-management-337831",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132638,
      "name": "Clifton Myers Financial Advisory",
      "name_as_filed": "CLIFTON MYERS FINANCIAL ADVISORY",
      "url": "https://advisorcensus.com/firm/clifton-myers-financial-advisory-round-rock-tx-132638",
      "city": "Round Rock",
      "state": "TX",
      "years_registered": 21,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323024,
      "name": "Climate Investment",
      "name_as_filed": "CLIMATE INVESTMENT",
      "url": "https://advisorcensus.com/firm/climate-investment-houston-tx-323024",
      "city": "Houston",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298220,
      "name": "Cloudquant Capital Management, LLC",
      "name_as_filed": "CLOUDQUANT CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cloudquant-capital-management-llc-austin-tx-298220",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 123716,
      "name": "Clover Partners, L.P.",
      "name_as_filed": "CLOVER PARTNERS, L.P.",
      "url": "https://advisorcensus.com/firm/clover-partners-l-p-123716",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 249788,
      "name": "Clovis Point Capital, LLC",
      "name_as_filed": "CLOVIS POINT CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/clovis-point-capital-llc-houston-tx-249788",
      "city": "Houston",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 307513,
      "name": "CMG Wealth Management",
      "name_as_filed": "CMG WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cmg-wealth-management-plano-tx-307513",
      "city": "Plano",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325543,
      "name": "CMH Wealth Management",
      "name_as_filed": "CMH WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cmh-wealth-management-dallas-tx-325543",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285931,
      "name": "Coachwork Partners, Inc.",
      "name_as_filed": "COACHWORK PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/coachwork-partners-inc-keller-tx-285931",
      "city": "Keller",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 131939,
      "name": "Coastal Wealth Management, LP",
      "name_as_filed": "COASTAL WEALTH MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/coastal-wealth-management-lp-houston-tx-131939",
      "city": "Houston",
      "state": "TX",
      "years_registered": 22,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337366,
      "name": "Coinsolation Advisors LLC",
      "name_as_filed": "COINSOLATION ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/coinsolation-advisors-llc-katy-tx-337366",
      "city": "Katy",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 148513,
      "name": "Coleman Investment Counsel",
      "name_as_filed": "COLEMAN INVESTMENT COUNSEL",
      "url": "https://advisorcensus.com/firm/coleman-investment-counsel-148513",
      "city": null,
      "state": null,
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "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"
  }
}
