# 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/27

## 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 27 of 62, 1301 to 1350 of 3,052, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Huber, Cardono, Moring & Richter, L.P.](https://advisorcensus.com/firm/huber-cardono-moring-and-richter-l-p-110705) ([md](https://advisorcensus.com/firm/huber-cardono-moring-and-richter-l-p-110705.md)) | 110705 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Hudson Advisors](https://advisorcensus.com/firm/hudson-advisors-dallas-tx-156078) ([md](https://advisorcensus.com/firm/hudson-advisors-dallas-tx-156078.md)) | 156078 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 15 | Other |
| [Hudson Way Capital Management, LLC](https://advisorcensus.com/firm/hudson-way-capital-management-llc-dallas-tx-172400) ([md](https://advisorcensus.com/firm/hudson-way-capital-management-llc-dallas-tx-172400.md)) | 172400 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Other |
| [Hudson Wealth Management, LLC](https://advisorcensus.com/firm/hudson-wealth-management-llc-291182) ([md](https://advisorcensus.com/firm/hudson-wealth-management-llc-291182.md)) | 291182 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Human Financial](https://advisorcensus.com/firm/human-financial-147261) ([md](https://advisorcensus.com/firm/human-financial-147261.md)) | 147261 | Not reported, Not reported | State-registered investment adviser | Not reported | 17 | Hourly, Fixed fee |
| [Hunter Value Capital LLC](https://advisorcensus.com/firm/hunter-value-capital-llc-dallas-tx-298289) ([md](https://advisorcensus.com/firm/hunter-value-capital-llc-dallas-tx-298289.md)) | 298289 | Dallas, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Huron Capital Advisors](https://advisorcensus.com/firm/huron-capital-advisors-dallas-tx-318748) ([md](https://advisorcensus.com/firm/huron-capital-advisors-dallas-tx-318748.md)) | 318748 | Dallas, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Hurwitz Associates, Inc.](https://advisorcensus.com/firm/hurwitz-associates-inc-houston-tx-133472) ([md](https://advisorcensus.com/firm/hurwitz-associates-inc-houston-tx-133472.md)) | 133472 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [HV Capital Advisors LLC](https://advisorcensus.com/firm/hv-capital-advisors-llc-dallas-tx-163912) ([md](https://advisorcensus.com/firm/hv-capital-advisors-llc-dallas-tx-163912.md)) | 163912 | Dallas, TX | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [HX Investment Advisor, Inc.](https://advisorcensus.com/firm/hx-investment-advisor-inc-houston-tx-328359) ([md](https://advisorcensus.com/firm/hx-investment-advisor-inc-houston-tx-328359.md)) | 328359 | Houston, TX | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Hyvorian Financial](https://advisorcensus.com/firm/hyvorian-financial-garland-tx-339194) ([md](https://advisorcensus.com/firm/hyvorian-financial-garland-tx-339194.md)) | 339194 | Garland, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [IAS Wealth Management, Inc.](https://advisorcensus.com/firm/ias-wealth-management-inc-the-woodlands-tx-112486) ([md](https://advisorcensus.com/firm/ias-wealth-management-inc-the-woodlands-tx-112486.md)) | 112486 | The Woodlands, TX | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly, Fixed fee |
| [Icon Imperial](https://advisorcensus.com/firm/icon-imperial-144297) ([md](https://advisorcensus.com/firm/icon-imperial-144297.md)) | 144297 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Subscription, Fixed fee |
| [Icon Wealth Partners](https://advisorcensus.com/firm/icon-wealth-partners-houston-tx-319609) ([md](https://advisorcensus.com/firm/icon-wealth-partners-houston-tx-319609.md)) | 319609 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Other |
| [ICP Group Investment Manager, LLC](https://advisorcensus.com/firm/icp-group-investment-manager-llc-dallas-tx-219518) ([md](https://advisorcensus.com/firm/icp-group-investment-manager-llc-dallas-tx-219518.md)) | 219518 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Ideology Wealth Advisors, LLC](https://advisorcensus.com/firm/ideology-wealth-advisors-llc-dallas-tx-292923) ([md](https://advisorcensus.com/firm/ideology-wealth-advisors-llc-dallas-tx-292923.md)) | 292923 | Dallas, TX | State-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Idylian Capital](https://advisorcensus.com/firm/idylian-capital-mcallen-tx-316887) ([md](https://advisorcensus.com/firm/idylian-capital-mcallen-tx-316887.md)) | 316887 | McAllen, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [Ifly Management, LLC](https://advisorcensus.com/firm/ifly-management-llc-austin-tx-317142) ([md](https://advisorcensus.com/firm/ifly-management-llc-austin-tx-317142.md)) | 317142 | Austin, TX | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Ihsan Wealth](https://advisorcensus.com/firm/ihsan-wealth-341909) ([md](https://advisorcensus.com/firm/ihsan-wealth-341909.md)) | 341909 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [II Technology, LLC](https://advisorcensus.com/firm/ii-technology-llc-austin-tx-282760) ([md](https://advisorcensus.com/firm/ii-technology-llc-austin-tx-282760.md)) | 282760 | Austin, TX | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Other |
| [III Financial, LLC](https://advisorcensus.com/firm/iii-financial-llc-cedar-park-tx-159844) ([md](https://advisorcensus.com/firm/iii-financial-llc-cedar-park-tx-159844.md)) | 159844 | Cedar Park, TX | State-registered investment adviser | $25 million to $100 million | 14 | Fixed fee |
| [Ikarian Capital](https://advisorcensus.com/firm/ikarian-capital-dallas-tx-281880) ([md](https://advisorcensus.com/firm/ikarian-capital-dallas-tx-281880.md)) | 281880 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee |
| [Impact Shares](https://advisorcensus.com/firm/impact-shares-dallas-tx-282472) ([md](https://advisorcensus.com/firm/impact-shares-dallas-tx-282472.md)) | 282472 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Impact Wealth Group](https://advisorcensus.com/firm/impact-wealth-group-fort-worth-tx-327364) ([md](https://advisorcensus.com/firm/impact-wealth-group-fort-worth-tx-327364.md)) | 327364 | Fort Worth, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Impactful Wealth Solutions](https://advisorcensus.com/firm/impactful-wealth-solutions-red-oak-tx-306976) ([md](https://advisorcensus.com/firm/impactful-wealth-solutions-red-oak-tx-306976.md)) | 306976 | Red Oak, TX | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Subscription, Fixed fee, Commissions, Other |
| [Imperium Wealth Management, LLC](https://advisorcensus.com/firm/imperium-wealth-management-llc-san-antonio-tx-159148) ([md](https://advisorcensus.com/firm/imperium-wealth-management-llc-san-antonio-tx-159148.md)) | 159148 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [In-Christ Asset Management, LLC](https://advisorcensus.com/firm/in-christ-asset-management-llc-plano-tx-333883) ([md](https://advisorcensus.com/firm/in-christ-asset-management-llc-plano-tx-333883.md)) | 333883 | Plano, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Performance fee |
| [Inaeya Wealth Management LLC](https://advisorcensus.com/firm/inaeya-wealth-management-llc-312110) ([md](https://advisorcensus.com/firm/inaeya-wealth-management-llc-312110.md)) | 312110 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Incomar Investments, LLC](https://advisorcensus.com/firm/incomar-investments-llc-sugar-land-tx-114455) ([md](https://advisorcensus.com/firm/incomar-investments-llc-sugar-land-tx-114455.md)) | 114455 | Sugar Land, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Increase Consultants LLC](https://advisorcensus.com/firm/increase-consultants-llc-missouri-city-tx-289368) ([md](https://advisorcensus.com/firm/increase-consultants-llc-missouri-city-tx-289368.md)) | 289368 | Missouri City, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Independence Wealth Group](https://advisorcensus.com/firm/independence-wealth-group-170897) ([md](https://advisorcensus.com/firm/independence-wealth-group-170897.md)) | 170897 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [Independent Investment Bankers Corp.](https://advisorcensus.com/firm/independent-investment-bankers-corp-austin-tx-154134) ([md](https://advisorcensus.com/firm/independent-investment-bankers-corp-austin-tx-154134.md)) | 154134 | Austin, TX | State-registered investment adviser | Not reported | Not reported | Other |
| [Inflection Financial](https://advisorcensus.com/firm/inflection-financial-san-antonio-tx-309631) ([md](https://advisorcensus.com/firm/inflection-financial-san-antonio-tx-309631.md)) | 309631 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Inked Investments](https://advisorcensus.com/firm/inked-investments-round-rock-tx-332181) ([md](https://advisorcensus.com/firm/inked-investments-round-rock-tx-332181.md)) | 332181 | Round Rock, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Performance fee |
| [Inner 10 Capital, LLC](https://advisorcensus.com/firm/inner-10-capital-llc-austin-tx-269860) ([md](https://advisorcensus.com/firm/inner-10-capital-llc-austin-tx-269860.md)) | 269860 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Inner Circle Capital Management, LLC](https://advisorcensus.com/firm/inner-circle-capital-management-llc-dallas-tx-338389) ([md](https://advisorcensus.com/firm/inner-circle-capital-management-llc-dallas-tx-338389.md)) | 338389 | Dallas, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Innova Capital Management, LLC](https://advisorcensus.com/firm/innova-capital-management-llc-114810) ([md](https://advisorcensus.com/firm/innova-capital-management-llc-114810.md)) | 114810 | Not reported, Not reported | State-registered investment adviser | Not reported | 25 | Hourly |
| [Innova Wealth, LLC](https://advisorcensus.com/firm/innova-wealth-llc-houston-tx-173900) ([md](https://advisorcensus.com/firm/innova-wealth-llc-houston-tx-173900.md)) | 173900 | Houston, TX | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Innovayte Capital](https://advisorcensus.com/firm/innovayte-capital-dallas-tx-333275) ([md](https://advisorcensus.com/firm/innovayte-capital-dallas-tx-333275.md)) | 333275 | Dallas, TX | SEC-registered investment adviser | Not reported | 0 | Other |
| [Inscription Capital, LLC](https://advisorcensus.com/firm/inscription-capital-llc-houston-tx-291780) ([md](https://advisorcensus.com/firm/inscription-capital-llc-houston-tx-291780.md)) | 291780 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Inscription Family Office, LLC](https://advisorcensus.com/firm/inscription-family-office-llc-houston-tx-301900) ([md](https://advisorcensus.com/firm/inscription-family-office-llc-houston-tx-301900.md)) | 301900 | Houston, TX | SEC-registered investment adviser | Not reported | 7 | % of assets, Fixed fee |
| [Insight Equity Management Company LLC](https://advisorcensus.com/firm/insight-equity-management-company-llc-southlake-tx-157092) ([md](https://advisorcensus.com/firm/insight-equity-management-company-llc-southlake-tx-157092.md)) | 157092 | Southlake, TX | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee |
| [Insight Wealth Partners](https://advisorcensus.com/firm/insight-wealth-partners-plano-tx-153635) ([md](https://advisorcensus.com/firm/insight-wealth-partners-plano-tx-153635.md)) | 153635 | Plano, TX | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Integra Asset Advisors, L.C.](https://advisorcensus.com/firm/integra-asset-advisors-l-c-austin-tx-114394) ([md](https://advisorcensus.com/firm/integra-asset-advisors-l-c-austin-tx-114394.md)) | 114394 | Austin, TX | State-registered investment adviser | $25 million to $100 million | 31 | % of assets, Hourly, Fixed fee |
| [Integra Wealth Advisors](https://advisorcensus.com/firm/integra-wealth-advisors-dallas-tx-285610) ([md](https://advisorcensus.com/firm/integra-wealth-advisors-dallas-tx-285610.md)) | 285610 | Dallas, TX | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee, Other |
| [Integra Wealth Advisors, LLC](https://advisorcensus.com/firm/integra-wealth-advisors-llc-houston-tx-156216) ([md](https://advisorcensus.com/firm/integra-wealth-advisors-llc-houston-tx-156216.md)) | 156216 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Integrated Advisors Network LLC](https://advisorcensus.com/firm/integrated-advisors-network-llc-dallas-tx-171991) ([md](https://advisorcensus.com/firm/integrated-advisors-network-llc-dallas-tx-171991.md)) | 171991 | Dallas, TX | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Integrated Capital, LLC](https://advisorcensus.com/firm/integrated-capital-llc-houston-tx-289366) ([md](https://advisorcensus.com/firm/integrated-capital-llc-houston-tx-289366.md)) | 289366 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Integrated Wealth Strategies, LLC](https://advisorcensus.com/firm/integrated-wealth-strategies-llc-austin-tx-155254) ([md](https://advisorcensus.com/firm/integrated-wealth-strategies-llc-austin-tx-155254.md)) | 155254 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Integrity Advisory Solutions](https://advisorcensus.com/firm/integrity-advisory-solutions-dallas-tx-288817) ([md](https://advisorcensus.com/firm/integrity-advisory-solutions-dallas-tx-288817.md)) | 288817 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee |

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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.