{ "path": "/advisors/tx", "url": "https://advisorcensus.com/advisors/tx/page/28", "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": 28, "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": 318877, "name": "Integrity Financial Group", "name_as_filed": "INTEGRITY FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/integrity-financial-group-fort-worth-tx-318877", "city": "Fort Worth", "state": "TX", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310974, "name": "Integrity Financial Planning, LLC", "name_as_filed": "INTEGRITY FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/integrity-financial-planning-llc-katy-tx-310974", "city": "Katy", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 299046, "name": "Integrity Private Wealth Advisors, LLC", "name_as_filed": "INTEGRITY PRIVATE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/integrity-private-wealth-advisors-llc-dallas-tx-299046", "city": "Dallas", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333154, "name": "Integrity Road Wealth Partners LLC", "name_as_filed": "INTEGRITY ROAD WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/integrity-road-wealth-partners-llc-houston-tx-333154", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300403, "name": "Intelligent Wealth Solutions LLC", "name_as_filed": "INTELLIGENT WEALTH SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/intelligent-wealth-solutions-llc-austin-tx-300403", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 132594, "name": "Intelliwealth Financial Advisors, Ltd", "name_as_filed": "INTELLIWEALTH FINANCIAL ADVISORS, LTD", "url": "https://advisorcensus.com/firm/intelliwealth-financial-advisors-ltd-plano-tx-132594", "city": "Plano", "state": "TX", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312500, "name": "Intentional Living FP", "name_as_filed": "INTENTIONAL LIVING FP", "url": "https://advisorcensus.com/firm/intentional-living-fp-new-braunfelss-tx-312500", "city": "New Braunfelss", "state": "TX", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324314, "name": "Intercapital", "name_as_filed": "INTERCAPITAL", "url": "https://advisorcensus.com/firm/intercapital-austin-tx-324314", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 290740, "name": "Interlinc Financial Advisors, Inc.", "name_as_filed": "INTERLINC FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/interlinc-financial-advisors-inc-plano-tx-290740", "city": "Plano", "state": "TX", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 300707, "name": "Interlock Partners Management, LLC", "name_as_filed": "INTERLOCK PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/interlock-partners-management-llc-dallas-tx-300707", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 114651, "name": "International Asset Management, Inc.", "name_as_filed": "INTERNATIONAL ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/international-asset-management-inc-114651", "city": null, "state": null, "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108466, "name": "International Capital Management Corp", "name_as_filed": "INTERNATIONAL CAPITAL MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/international-capital-management-corp-dallas-tx-108466", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317328, "name": "Interwoven Ventures, LLC", "name_as_filed": "INTERWOVEN VENTURES, LLC", "url": "https://advisorcensus.com/firm/interwoven-ventures-llc-dallas-tx-317328", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 192522, "name": "Intrepid Investment Management, LLC", "name_as_filed": "INTREPID INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/intrepid-investment-management-llc-houston-tx-192522", "city": "Houston", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335209, "name": "Intrinsic Capital Management LLC", "name_as_filed": "INTRINSIC CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/intrinsic-capital-management-llc-colleyville-tx-335209", "city": "Colleyville", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281554, "name": "Intrua Financial", "name_as_filed": "INTRUA FINANCIAL", "url": "https://advisorcensus.com/firm/intrua-financial-houston-tx-281554", "city": "Houston", "state": "TX", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165861, "name": "Inverdale Capital Management, LLC", "name_as_filed": "INVERDALE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/inverdale-capital-management-llc-dallas-tx-165861", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 157546, "name": "Investa Asset Management LLC", "name_as_filed": "INVESTA ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/investa-asset-management-llc-157546", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305217, "name": "Investire Capital LLC", "name_as_filed": "INVESTIRE CAPITAL LLC", "url": "https://advisorcensus.com/firm/investire-capital-llc-south-houston-tx-305217", "city": "South Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 155481, "name": "Investment Strategies, L.L.C.", "name_as_filed": "INVESTMENT STRATEGIES, L.L.C.", "url": "https://advisorcensus.com/firm/investment-strategies-l-l-c-corpus-christi-tx-155481", "city": "Corpus Christi", "state": "TX", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306040, "name": "Investments Plus LLC", "name_as_filed": "INVESTMENTS PLUS LLC", "url": "https://advisorcensus.com/firm/investments-plus-llc-waco-tx-306040", "city": "Waco", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 13037, "name": "Investors Brokerage of Texas, Ltd.", "name_as_filed": "INVESTORS BROKERAGE OF TEXAS, LTD.", "url": "https://advisorcensus.com/firm/investors-brokerage-of-texas-ltd-waco-tx-13037", "city": "Waco", "state": "TX", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 321011, "name": "IP Edge LLC", "name_as_filed": "IP EDGE LLC", "url": "https://advisorcensus.com/firm/ip-edge-llc-houston-tx-321011", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334445, "name": "Iron Forge Financial", "name_as_filed": "IRON FORGE FINANCIAL", "url": "https://advisorcensus.com/firm/iron-forge-financial-334445", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169122, "name": "Iron Oak Capital Management", "name_as_filed": "IRON OAK CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/iron-oak-capital-management-el-paso-tx-169122", "city": "El Paso", "state": "TX", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336462, "name": "Ironarc Management, LLC", "name_as_filed": "IRONARC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ironarc-management-llc-austin-tx-336462", "city": "Austin", "state": "TX", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 287714, "name": "Ironbridge Private Wealth, LLC", "name_as_filed": "IRONBRIDGE PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/ironbridge-private-wealth-llc-austin-tx-287714", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 321893, "name": "Ironbridge Wealth Counsel, LLC", "name_as_filed": "IRONBRIDGE WEALTH COUNSEL, LLC", "url": "https://advisorcensus.com/firm/ironbridge-wealth-counsel-llc-bee-cave-tx-321893", "city": "Bee Cave", "state": "TX", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 339425, "name": "Ironhorn Advisors LLC", "name_as_filed": "IRONHORN ADVISORS LLC", "url": "https://advisorcensus.com/firm/ironhorn-advisors-llc-austin-tx-339425", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306403, "name": "Ironoak Wealth", "name_as_filed": "IRONOAK WEALTH", "url": "https://advisorcensus.com/firm/ironoak-wealth-cedar-park-tx-306403", "city": "Cedar Park", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304355, "name": "Ironspring, LLC", "name_as_filed": "IRONSPRING, LLC", "url": "https://advisorcensus.com/firm/ironspring-llc-austin-tx-304355", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339128, "name": "Ironwood Investment Group LLC", "name_as_filed": "IRONWOOD INVESTMENT GROUP LLC", "url": "https://advisorcensus.com/firm/ironwood-investment-group-llc-hereford-tx-339128", "city": "Hereford", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171008, "name": "Ironwood Wealth Management LLC", "name_as_filed": "IRONWOOD WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ironwood-wealth-management-llc-171008", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306787, "name": "Is Capital Management", "name_as_filed": "IS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/is-capital-management-garland-tx-306787", "city": "Garland", "state": "TX", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166586, "name": "ISC Advisors, Inc.", "name_as_filed": "ISC ADVISORS, INC.", "url": "https://advisorcensus.com/firm/isc-advisors-inc-dallas-tx-166586", "city": "Dallas", "state": "TX", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297232, "name": "Isentropic Capital LLC", "name_as_filed": "ISENTROPIC CAPITAL LLC", "url": "https://advisorcensus.com/firm/isentropic-capital-llc-dallas-tx-297232", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317376, "name": "ISF Advisory, LLC", "name_as_filed": "ISF ADVISORY, LLC", "url": "https://advisorcensus.com/firm/isf-advisory-llc-round-rock-tx-317376", "city": "Round Rock", "state": "TX", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 334714, "name": "Ismail, Mustafa", "name_as_filed": "ISMAIL, MUSTAFA", "url": "https://advisorcensus.com/firm/ismail-mustafa-334714", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 172090, "name": "IWC Financial Planning", "name_as_filed": "IWC FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/iwc-financial-planning-edinburg-tx-172090", "city": "Edinburg", "state": "TX", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309157, "name": "J Beaver Investment Advisors Inc", "name_as_filed": "J BEAVER INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/j-beaver-investment-advisors-inc-el-paso-tx-309157", "city": "El Paso", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 129565, "name": "J C Texas Investment Advisors, Ltd.", "name_as_filed": "J C TEXAS INVESTMENT ADVISORS, LTD.", "url": "https://advisorcensus.com/firm/j-c-texas-investment-advisors-ltd-dallas-tx-129565", "city": "Dallas", "state": "TX", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226663, "name": "J I Medina Investments, LLC", "name_as_filed": "J I MEDINA INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/j-i-medina-investments-llc-226663", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108789, "name": "J.E. Simmons & Co., P.C.", "name_as_filed": "J.E. SIMMONS & CO., P.C.", "url": "https://advisorcensus.com/firm/j-e-simmons-and-co-p-c-dallas-tx-108789", "city": "Dallas", "state": "TX", "years_registered": 29, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114929, "name": "J.K. Financial, Inc.", "name_as_filed": "J.K. FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/j-k-financial-inc-dallas-tx-114929", "city": "Dallas", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 251787, "name": "J.P. Wealth Management, LLC", "name_as_filed": "J.P. WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/j-p-wealth-management-llc-austin-tx-251787", "city": "Austin", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331867, "name": "Jackalope Capital, LLC", "name_as_filed": "JACKALOPE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/jackalope-capital-llc-fair-oaks-ranch-tx-331867", "city": "Fair Oaks Ranch", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 153927, "name": "Jackson Financial Services LLC", "name_as_filed": "JACKSON FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/jackson-financial-services-llc-dallas-tx-153927", "city": "Dallas", "state": "TX", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284162, "name": "Jackson Hill Advisors, LLC", "name_as_filed": "JACKSON HILL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/jackson-hill-advisors-llc-houston-tx-284162", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 114230, "name": "James G. McClellan CPA", "name_as_filed": "JAMES G. MCCLELLAN CPA", "url": "https://advisorcensus.com/firm/james-g-mcclellan-cpa-sugar-land-tx-114230", "city": "Sugar Land", "state": "TX", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 114477, "name": "James S. Marroquin, CFP", "name_as_filed": "JAMES S. 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