{ "path": "/advisors/tx", "url": "https://advisorcensus.com/advisors/tx/page/41", "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": "Find financial advisors in Texas. AdvisorCensus lists 3,052 investment advisory firms with a principal office in Texas as of October 2026. Metro areas are listed first. Firms are alphabetical, and you can sort by years registered or by assets under management. 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": 41, "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": 338287, "name": "Paradigm Global Investors", "name_as_filed": "PARADIGM GLOBAL INVESTORS", "url": "https://advisorcensus.com/firm/paradigm-global-investors-dallas-tx-338287", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 305837, "name": "Paradigm Group", "name_as_filed": "PARADIGM GROUP", "url": "https://advisorcensus.com/firm/paradigm-group-plano-tx-305837", "city": "Plano", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291955, "name": "Paradigm Quantitative Technologies, LLC", "name_as_filed": "PARADIGM QUANTITATIVE TECHNOLOGIES, LLC", "url": "https://advisorcensus.com/firm/paradigm-quantitative-technologies-llc-dallas-tx-291955", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 143721, "name": "Paragon Financial Advisors", "name_as_filed": "PARAGON FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/paragon-financial-advisors-college-station-tx-143721", "city": "College Station", "state": "TX", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 133361, "name": "Paratus Financial, Inc.", "name_as_filed": "PARATUS FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/paratus-financial-inc-dallas-tx-133361", "city": "Dallas", "state": "TX", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226717, "name": "Park 10 Financial LLC", "name_as_filed": "PARK 10 FINANCIAL LLC", "url": "https://advisorcensus.com/firm/park-10-financial-llc-houston-tx-226717", "city": "Houston", "state": "TX", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314196, "name": "Park 64 Capital, LLC", "name_as_filed": "PARK 64 CAPITAL, LLC", "url": "https://advisorcensus.com/firm/park-64-capital-llc-314196", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148103, "name": "Park City Capital, LLC", "name_as_filed": "PARK CITY CAPITAL, LLC", "url": "https://advisorcensus.com/firm/park-city-capital-llc-dallas-tx-148103", "city": "Dallas", "state": "TX", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300977, "name": "Park Walk Investments LLC", "name_as_filed": "PARK WALK INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/park-walk-investments-llc-austin-tx-300977", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 305188, "name": "Parker Financial Advisors LLC", "name_as_filed": "PARKER FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/parker-financial-advisors-llc-houston-tx-305188", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290862, "name": "Parker Prescott Capital Management", "name_as_filed": "PARKER PRESCOTT CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/parker-prescott-capital-management-dallas-tx-290862", "city": "Dallas", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 328036, "name": "Parker Wealth Group, LLC", "name_as_filed": "PARKER WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/parker-wealth-group-llc-mansfield-tx-328036", "city": "Mansfield", "state": "TX", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 149240, "name": "Parkhurst Consulting CPA PC", "name_as_filed": "PARKHURST CONSULTING CPA PC", "url": "https://advisorcensus.com/firm/parkhurst-consulting-cpa-pc-cedar-park-tx-149240", "city": "Cedar Park", "state": "TX", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312708, "name": "Parkour Asset Management LLC", "name_as_filed": "PARKOUR ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/parkour-asset-management-llc-the-woodlands-tx-312708", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 168253, "name": "Parkstone Wealth Management, LLC", "name_as_filed": "PARKSTONE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/parkstone-wealth-management-llc-arlington-tx-168253", "city": "Arlington", "state": "TX", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112629, "name": "Parkway Advisors, L.P.", "name_as_filed": "PARKWAY ADVISORS, L.P.", "url": "https://advisorcensus.com/firm/parkway-advisors-l-p-abilene-tx-112629", "city": "Abilene", "state": "TX", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333971, "name": "Parkway Wealth Management Group, LLC", "name_as_filed": "PARKWAY WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/parkway-wealth-management-group-llc-plano-tx-333971", "city": "Plano", "state": "TX", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173548, "name": "Partner Wealth Management, LLC", "name_as_filed": "PARTNER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/partner-wealth-management-llc-173548", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317577, "name": "Pathsetter Financial", "name_as_filed": "PATHSETTER FINANCIAL", "url": "https://advisorcensus.com/firm/pathsetter-financial-317577", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283774, "name": "Pathway Wealth Management, LLC", "name_as_filed": "PATHWAY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pathway-wealth-management-llc-dallas-tx-283774", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310629, "name": "Patron Partners, LLC", "name_as_filed": "PATRON PARTNERS, LLC", "url": "https://advisorcensus.com/firm/patron-partners-llc-houston-tx-310629", "city": "Houston", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341329, "name": "Patterson Strategic Equity LLC", "name_as_filed": "PATTERSON STRATEGIC EQUITY LLC", "url": "https://advisorcensus.com/firm/patterson-strategic-equity-llc-341329", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105335, "name": "Paul Comstock Partners", "name_as_filed": "PAUL COMSTOCK PARTNERS", "url": "https://advisorcensus.com/firm/paul-comstock-partners-houston-tx-105335", "city": "Houston", "state": "TX", "years_registered": 41, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304908, "name": "Pax Equity LLC", "name_as_filed": "PAX EQUITY LLC", "url": "https://advisorcensus.com/firm/pax-equity-llc-sugar-land-tx-304908", "city": "Sugar Land", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284164, "name": "Pax Financial Group", "name_as_filed": "PAX FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/pax-financial-group-san-antonio-tx-284164", "city": "San Antonio", "state": "TX", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 313281, "name": "Pcim Realty Advisors, LLC", "name_as_filed": "PCIM REALTY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pcim-realty-advisors-llc-addison-tx-313281", "city": "Addison", "state": "TX", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 146997, "name": "PCK Investments", "name_as_filed": "PCK INVESTMENTS", "url": "https://advisorcensus.com/firm/pck-investments-146997", "city": null, "state": null, "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339353, "name": "Peach Wealth Management", "name_as_filed": "PEACH WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/peach-wealth-management-339353", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145056, "name": "Peak American Investment Advisors, Inc.", "name_as_filed": "PEAK AMERICAN INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/peak-american-investment-advisors-inc-plano-tx-145056", "city": "Plano", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165138, "name": "Peak Rock Capital LLC", "name_as_filed": "PEAK ROCK CAPITAL LLC", "url": "https://advisorcensus.com/firm/peak-rock-capital-llc-austin-tx-165138", "city": "Austin", "state": "TX", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316937, "name": "Pearl Capital Investments", "name_as_filed": "PEARL CAPITAL INVESTMENTS", "url": "https://advisorcensus.com/firm/pearl-capital-investments-316937", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323917, "name": "Pearl Energy Investment Management III, LLC", "name_as_filed": "PEARL ENERGY INVESTMENT MANAGEMENT III, LLC", "url": "https://advisorcensus.com/firm/pearl-energy-investment-management-iii-llc-dallas-tx-323917", "city": "Dallas", "state": "TX", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335051, "name": "Pearl Energy Investment Management IV, LLC", "name_as_filed": "PEARL ENERGY INVESTMENT MANAGEMENT IV, LLC", "url": "https://advisorcensus.com/firm/pearl-energy-investment-management-iv-llc-dallas-tx-335051", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281120, "name": "Pearl Energy Investment Management, LLC", "name_as_filed": "PEARL ENERGY INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pearl-energy-investment-management-llc-dallas-tx-281120", "city": "Dallas", "state": "TX", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327594, "name": "Pearl Street Equity, LLC", "name_as_filed": "PEARL STREET EQUITY, LLC", "url": "https://advisorcensus.com/firm/pearl-street-equity-llc-austin-tx-327594", "city": "Austin", "state": "TX", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337584, "name": "Pecos Investors, L.P.", "name_as_filed": "PECOS INVESTORS, L.P.", "url": "https://advisorcensus.com/firm/pecos-investors-l-p-dallas-tx-337584", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339768, "name": "Pecusavvy Financial", "name_as_filed": "PECUSAVVY FINANCIAL", "url": "https://advisorcensus.com/firm/pecusavvy-financial-el-paso-tx-339768", "city": "El Paso", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285206, "name": "Pegasus Wealth Management", "name_as_filed": "PEGASUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pegasus-wealth-management-285206", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142654, "name": "Peirce Capital Management, LLC", "name_as_filed": "PEIRCE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/peirce-capital-management-llc-the-woodlands-tx-142654", "city": "The Woodlands", "state": "TX", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163267, "name": "Pelican Energy Partners", "name_as_filed": "PELICAN ENERGY PARTNERS", "url": "https://advisorcensus.com/firm/pelican-energy-partners-houston-tx-163267", "city": "Houston", "state": "TX", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 281448, "name": "Pender Capital Management, LLC", "name_as_filed": "PENDER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pender-capital-management-llc-dallas-tx-281448", "city": "Dallas", "state": "TX", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 110417, "name": "Penn Davis McFarland Inc", "name_as_filed": "PENN DAVIS MCFARLAND INC", "url": "https://advisorcensus.com/firm/penn-davis-mcfarland-inc-dallas-tx-110417", "city": "Dallas", "state": "TX", "years_registered": 49, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290278, "name": "Penn Street Capital Management LLC", "name_as_filed": "PENN STREET CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/penn-street-capital-management-llc-290278", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282084, "name": "Penney Financial", "name_as_filed": "PENNEY FINANCIAL", "url": "https://advisorcensus.com/firm/penney-financial-houston-tx-282084", "city": "Houston", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160056, "name": "Pennybacker Capital Management, LLC", "name_as_filed": "PENNYBACKER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pennybacker-capital-management-llc-austin-tx-160056", "city": "Austin", "state": "TX", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 151671, "name": "PER Stirling Capital Management, LLC", "name_as_filed": "PER STIRLING CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/per-stirling-capital-management-llc-austin-tx-151671", "city": "Austin", "state": "TX", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 304880, "name": "Perceptive Wealth Advisors LLC", "name_as_filed": "PERCEPTIVE WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/perceptive-wealth-advisors-llc-houston-tx-304880", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171657, "name": "Perea Capital", "name_as_filed": "PEREA CAPITAL", "url": "https://advisorcensus.com/firm/perea-capital-houston-tx-171657", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329913, "name": "Perennial Wealth Advisors, LLC", "name_as_filed": "PERENNIAL WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/perennial-wealth-advisors-llc-canadian-tx-329913", "city": "Canadian", "state": "TX", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 153030, "name": "Performance Investment Group", "name_as_filed": "PERFORMANCE INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/performance-investment-group-houston-tx-153030", "city": "Houston", "state": "TX", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], 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