# Financial advisors in Texas

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/page/12

## At a glance

- Investment advisory firms: 3,052
- Registration: SEC-registered investment adviser: 1,108, State-registered investment adviser: 1,270, Exempt reporting adviser: 674
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 831 (35%); Percentage of assets 2,157 (91%); Hourly charges 850 (36%); Subscription fees (newsletter or periodical) 31 (1%); Fixed fees 1,156 (49%); Commissions 33 (1%); Performance-based fees 591 (25%); Other 303 (13%); No compensation arrangements reported 674
- Regulatory assets under management (Item 5.F): Under $25 million 726 (24%); $25 million to $100 million 389 (13%); $100 million to $500 million 545 (18%); $500 million to $1 billion 196 (6%); $1 billion to $5 billion 226 (7%); Over $5 billion 91 (3%); Not reported 879 (29%)
- Years registered: Under 5 years 1,433 (47%); 5 to 9 years 666 (22%); 10 to 19 years 604 (20%); 20 years or more 293 (10%); Not reported 56 (2%)

## Firms (page 12 of 62, 551 to 600 of 3,052, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [CFM Wealth Partners LLC](https://advisorcensus.com/firm/cfm-wealth-partners-llc-austin-tx-305135) ([md](https://advisorcensus.com/firm/cfm-wealth-partners-llc-austin-tx-305135.md)) | 305135 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [CFO4LIFE](https://advisorcensus.com/firm/cfo4life-coppell-tx-287600) ([md](https://advisorcensus.com/firm/cfo4life-coppell-tx-287600.md)) | 287600 | Coppell, TX | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee |
| [CGM Investment Management](https://advisorcensus.com/firm/cgm-investment-management-114262) ([md](https://advisorcensus.com/firm/cgm-investment-management-114262.md)) | 114262 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Performance fee |
| [Chadwick Financial](https://advisorcensus.com/firm/chadwick-financial-colleyville-tx-337228) ([md](https://advisorcensus.com/firm/chadwick-financial-colleyville-tx-337228.md)) | 337228 | Colleyville, TX | State-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Chalk Hill Capital Partners](https://advisorcensus.com/firm/chalk-hill-capital-partners-dallas-tx-283115) ([md](https://advisorcensus.com/firm/chalk-hill-capital-partners-dallas-tx-283115.md)) | 283115 | Dallas, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Chambers Energy Capital](https://advisorcensus.com/firm/chambers-energy-capital-houston-tx-155906) ([md](https://advisorcensus.com/firm/chambers-energy-capital-houston-tx-155906.md)) | 155906 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Chambers Financial Consulting](https://advisorcensus.com/firm/chambers-financial-consulting-sonora-tx-329781) ([md](https://advisorcensus.com/firm/chambers-financial-consulting-sonora-tx-329781.md)) | 329781 | Sonora, TX | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Charis Legacy Partners](https://advisorcensus.com/firm/charis-legacy-partners-bryan-tx-311968) ([md](https://advisorcensus.com/firm/charis-legacy-partners-bryan-tx-311968.md)) | 311968 | Bryan, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [CHCC Global Services LLC](https://advisorcensus.com/firm/chcc-global-services-llc-missouri-city-tx-289762) ([md](https://advisorcensus.com/firm/chcc-global-services-llc-missouri-city-tx-289762.md)) | 289762 | Missouri City, TX | State-registered investment adviser | Under $25 million | Not reported | % of assets, Hourly, Fixed fee |
| [Chelsea Addison Capital LLC](https://advisorcensus.com/firm/chelsea-addison-capital-llc-palos-verdes-estates-tx-342793) ([md](https://advisorcensus.com/firm/chelsea-addison-capital-llc-palos-verdes-estates-tx-342793.md)) | 342793 | Palos Verdes Estates, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Childress Capital Advisors, LLC](https://advisorcensus.com/firm/childress-capital-advisors-llc-houston-tx-310277) ([md](https://advisorcensus.com/firm/childress-capital-advisors-llc-houston-tx-310277.md)) | 310277 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Chilton Capital Management LLC](https://advisorcensus.com/firm/chilton-capital-management-llc-houston-tx-104592) ([md](https://advisorcensus.com/firm/chilton-capital-management-llc-houston-tx-104592.md)) | 104592 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets |
| [Chimney Rock Equity Partners](https://advisorcensus.com/firm/chimney-rock-equity-partners-austin-tx-327964) ([md](https://advisorcensus.com/firm/chimney-rock-equity-partners-austin-tx-327964.md)) | 327964 | Austin, TX | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Chisholm Wealth Management](https://advisorcensus.com/firm/chisholm-wealth-management-burleson-tx-321134) ([md](https://advisorcensus.com/firm/chisholm-wealth-management-burleson-tx-321134.md)) | 321134 | Burleson, TX | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [CHJ Wealth Management](https://advisorcensus.com/firm/chj-wealth-management-the-woodlands-tx-154238) ([md](https://advisorcensus.com/firm/chj-wealth-management-the-woodlands-tx-154238.md)) | 154238 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets |
| [Chris Reddick Financial Planning](https://advisorcensus.com/firm/chris-reddick-financial-planning-304542) ([md](https://advisorcensus.com/firm/chris-reddick-financial-planning-304542.md)) | 304542 | Not reported, Not reported | State-registered investment adviser | Not reported | 7 | Hourly, Fixed fee |
| [Christian Financial Advisors](https://advisorcensus.com/firm/christian-financial-advisors-new-braunfels-tx-165811) ([md](https://advisorcensus.com/firm/christian-financial-advisors-new-braunfels-tx-165811.md)) | 165811 | New Braunfels, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Christopher & Co., LLC](https://advisorcensus.com/firm/christopher-and-co-llc-austin-tx-325504) ([md](https://advisorcensus.com/firm/christopher-and-co-llc-austin-tx-325504.md)) | 325504 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Performance fee |
| [Christopher James Capital Advisors](https://advisorcensus.com/firm/christopher-james-capital-advisors-343166) ([md](https://advisorcensus.com/firm/christopher-james-capital-advisors-343166.md)) | 343166 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [CHT Group, Inc.](https://advisorcensus.com/firm/cht-group-inc-161842) ([md](https://advisorcensus.com/firm/cht-group-inc-161842.md)) | 161842 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Chung WU Investment Group, LLC](https://advisorcensus.com/firm/chung-wu-investment-group-llc-sugar-land-tx-170362) ([md](https://advisorcensus.com/firm/chung-wu-investment-group-llc-sugar-land-tx-170362.md)) | 170362 | Sugar Land, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Cibolo Energy Partners, LLC](https://advisorcensus.com/firm/cibolo-energy-partners-llc-houston-tx-287596) ([md](https://advisorcensus.com/firm/cibolo-energy-partners-llc-houston-tx-287596.md)) | 287596 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee, Other |
| [CIC Partners Management LLC](https://advisorcensus.com/firm/cic-partners-management-llc-dallas-tx-158019) ([md](https://advisorcensus.com/firm/cic-partners-management-llc-dallas-tx-158019.md)) | 158019 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [Cimarron Capital Management, LLC](https://advisorcensus.com/firm/cimarron-capital-management-llc-283375) ([md](https://advisorcensus.com/firm/cimarron-capital-management-llc-283375.md)) | 283375 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Performance fee |
| [Circadia Financial Planning](https://advisorcensus.com/firm/circadia-financial-planning-334451) ([md](https://advisorcensus.com/firm/circadia-financial-planning-334451.md)) | 334451 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Citation](https://advisorcensus.com/firm/citation-dallas-tx-326828) ([md](https://advisorcensus.com/firm/citation-dallas-tx-326828.md)) | 326828 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee, Other |
| [Civitas Capital Management, LLC](https://advisorcensus.com/firm/civitas-capital-management-llc-dallas-tx-319105) ([md](https://advisorcensus.com/firm/civitas-capital-management-llc-dallas-tx-319105.md)) | 319105 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee, Other |
| [Clairalpha Advisors LLC](https://advisorcensus.com/firm/clairalpha-advisors-llc-frisco-tx-342087) ([md](https://advisorcensus.com/firm/clairalpha-advisors-llc-frisco-tx-342087.md)) | 342087 | Frisco, TX | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Other |
| [Clare Market Investments, LLC](https://advisorcensus.com/firm/clare-market-investments-llc-dallas-tx-217515) ([md](https://advisorcensus.com/firm/clare-market-investments-llc-dallas-tx-217515.md)) | 217515 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Clarified Wealth Advisory](https://advisorcensus.com/firm/clarified-wealth-advisory-austin-tx-329226) ([md](https://advisorcensus.com/firm/clarified-wealth-advisory-austin-tx-329226.md)) | 329226 | Austin, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Clark Financial LLC](https://advisorcensus.com/firm/clark-financial-llc-151339) ([md](https://advisorcensus.com/firm/clark-financial-llc-151339.md)) | 151339 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly, Performance fee |
| [Clear and Simple Financial Group LLC](https://advisorcensus.com/firm/clear-and-simple-financial-group-llc-309957) ([md](https://advisorcensus.com/firm/clear-and-simple-financial-group-llc-309957.md)) | 309957 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Clear Cove LLC](https://advisorcensus.com/firm/clear-cove-llc-dallas-tx-143696) ([md](https://advisorcensus.com/firm/clear-cove-llc-dallas-tx-143696.md)) | 143696 | Dallas, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Clear Sky Advisers, LLC](https://advisorcensus.com/firm/clear-sky-advisers-llc-bellaire-tx-311751) ([md](https://advisorcensus.com/firm/clear-sky-advisers-llc-bellaire-tx-311751.md)) | 311751 | Bellaire, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Clear Sky Financial, LP](https://advisorcensus.com/firm/clear-sky-financial-lp-prosper-tx-298551) ([md](https://advisorcensus.com/firm/clear-sky-financial-lp-prosper-tx-298551.md)) | 298551 | Prosper, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Clear Trail Advisors, LLC](https://advisorcensus.com/firm/clear-trail-advisors-llc-houston-tx-337595) ([md](https://advisorcensus.com/firm/clear-trail-advisors-llc-houston-tx-337595.md)) | 337595 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Hourly, Fixed fee |
| [Clearcrest Capital Management, LLC](https://advisorcensus.com/firm/clearcrest-capital-management-llc-dallas-tx-307443) ([md](https://advisorcensus.com/firm/clearcrest-capital-management-llc-dallas-tx-307443.md)) | 307443 | Dallas, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Clearpoint Wealth Management](https://advisorcensus.com/firm/clearpoint-wealth-management-colleyville-tx-337649) ([md](https://advisorcensus.com/firm/clearpoint-wealth-management-colleyville-tx-337649.md)) | 337649 | Colleyville, TX | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Clearwater Wealth Management](https://advisorcensus.com/firm/clearwater-wealth-management-337831) ([md](https://advisorcensus.com/firm/clearwater-wealth-management-337831.md)) | 337831 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Clifton Myers Financial Advisory](https://advisorcensus.com/firm/clifton-myers-financial-advisory-round-rock-tx-132638) ([md](https://advisorcensus.com/firm/clifton-myers-financial-advisory-round-rock-tx-132638.md)) | 132638 | Round Rock, TX | State-registered investment adviser | Under $25 million | 21 | % of assets |
| [Climate Investment](https://advisorcensus.com/firm/climate-investment-houston-tx-323024) ([md](https://advisorcensus.com/firm/climate-investment-houston-tx-323024.md)) | 323024 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Performance fee |
| [Cloudquant Capital Management, LLC](https://advisorcensus.com/firm/cloudquant-capital-management-llc-austin-tx-298220) ([md](https://advisorcensus.com/firm/cloudquant-capital-management-llc-austin-tx-298220.md)) | 298220 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Clover Partners, L.P.](https://advisorcensus.com/firm/clover-partners-l-p-123716) ([md](https://advisorcensus.com/firm/clover-partners-l-p-123716.md)) | 123716 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Performance fee |
| [Clovis Point Capital, LLC](https://advisorcensus.com/firm/clovis-point-capital-llc-houston-tx-249788) ([md](https://advisorcensus.com/firm/clovis-point-capital-llc-houston-tx-249788.md)) | 249788 | Houston, TX | Exempt reporting adviser | Not reported | 6 | Not reported |
| [CMG Wealth Management](https://advisorcensus.com/firm/cmg-wealth-management-plano-tx-307513) ([md](https://advisorcensus.com/firm/cmg-wealth-management-plano-tx-307513.md)) | 307513 | Plano, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [CMH Wealth Management](https://advisorcensus.com/firm/cmh-wealth-management-dallas-tx-325543) ([md](https://advisorcensus.com/firm/cmh-wealth-management-dallas-tx-325543.md)) | 325543 | Dallas, TX | State-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Coachwork Partners, Inc.](https://advisorcensus.com/firm/coachwork-partners-inc-keller-tx-285931) ([md](https://advisorcensus.com/firm/coachwork-partners-inc-keller-tx-285931.md)) | 285931 | Keller, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Coastal Wealth Management, LP](https://advisorcensus.com/firm/coastal-wealth-management-lp-houston-tx-131939) ([md](https://advisorcensus.com/firm/coastal-wealth-management-lp-houston-tx-131939.md)) | 131939 | Houston, TX | State-registered investment adviser | Under $25 million | 22 | % of assets |
| [Coinsolation Advisors LLC](https://advisorcensus.com/firm/coinsolation-advisors-llc-katy-tx-337366) ([md](https://advisorcensus.com/firm/coinsolation-advisors-llc-katy-tx-337366.md)) | 337366 | Katy, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Coleman Investment Counsel](https://advisorcensus.com/firm/coleman-investment-counsel-148513) ([md](https://advisorcensus.com/firm/coleman-investment-counsel-148513.md)) | 148513 | Not reported, Not reported | State-registered investment adviser | Not reported | 17 | Hourly |

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## Questions people ask

**How many financial advisory firms are there in Texas?**
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.

**How many fee-only financial advisors are in Texas?**
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.

**How many financial advisors in Texas offer financial planning?**
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.

**Are the financial advisors in Texas 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 831 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.

## Related pages

- [Financial advisors in Texas](https://advisorcensus.com/advisors/tx) (https://advisorcensus.com/advisors/tx.md)
- [Fee-only financial advisors in Texas](https://advisorcensus.com/advisors/tx/fee-only) (https://advisorcensus.com/advisors/tx/fee-only.md)
- [Flat-fee financial advisors in Texas](https://advisorcensus.com/advisors/tx/flat-fee) (https://advisorcensus.com/advisors/tx/flat-fee.md)
- [Hourly financial advisors in Texas](https://advisorcensus.com/advisors/tx/hourly) (https://advisorcensus.com/advisors/tx/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/tx.csv

Cite as: AdvisorCensus. Financial advisors in Texas: 3,052 firms from Form ADV filings as of October 2026.