{ "path": "/advisors/tx", "url": "https://advisorcensus.com/advisors/tx/page/42", "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": 42, "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": 156893, "name": "Permian", "name_as_filed": "PERMIAN", "url": "https://advisorcensus.com/firm/permian-dallas-tx-156893", "city": "Dallas", "state": "TX", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 114282, "name": "Perry D. Reed & Company, P.C.", "name_as_filed": "PERRY D. REED & COMPANY, P.C.", "url": "https://advisorcensus.com/firm/perry-d-reed-and-company-p-c-longview-tx-114282", "city": "Longview", "state": "TX", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 150908, "name": "Perry Investment Management, LLC", "name_as_filed": "PERRY INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/perry-investment-management-llc-round-rock-tx-150908", "city": "Round Rock", "state": "TX", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107653, "name": "Perryman Financial Advisory, Inc.", "name_as_filed": "PERRYMAN FINANCIAL ADVISORY, INC.", "url": "https://advisorcensus.com/firm/perryman-financial-advisory-inc-dallas-tx-107653", "city": "Dallas", "state": "TX", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 112178, "name": "Personal Money Planning, LLC", "name_as_filed": "PERSONAL MONEY PLANNING, LLC", "url": "https://advisorcensus.com/firm/personal-money-planning-llc-wichita-falls-tx-112178", "city": "Wichita Falls", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313044, "name": "Personal Prosperity LLC", "name_as_filed": "PERSONAL PROSPERITY LLC", "url": "https://advisorcensus.com/firm/personal-prosperity-llc-spring-tx-313044", "city": "Spring", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284830, "name": "Peterson Capital Management, LLC", "name_as_filed": "PETERSON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/peterson-capital-management-llc-austin-tx-284830", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169688, "name": "Petrocap, LLC", "name_as_filed": "PETROCAP, LLC", "url": "https://advisorcensus.com/firm/petrocap-llc-dallas-tx-169688", "city": "Dallas", "state": "TX", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 301304, "name": "Phan Capital", "name_as_filed": "PHAN CAPITAL", "url": "https://advisorcensus.com/firm/phan-capital-301304", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114408, "name": "Phillips Ray Capital Management, Inc.", "name_as_filed": "PHILLIPS RAY CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/phillips-ray-capital-management-inc-fort-worth-tx-114408", "city": "Fort Worth", "state": "TX", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 326189, "name": "Philosophy Management, LLC", "name_as_filed": "PHILOSOPHY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/philosophy-management-llc-austin-tx-326189", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161129, "name": "Phoenix Capital Realty Advisors, LLC", "name_as_filed": "PHOENIX CAPITAL REALTY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/phoenix-capital-realty-advisors-llc-addison-tx-161129", "city": "Addison", "state": "TX", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 338089, "name": "Phrygia Management, LLC", "name_as_filed": "PHRYGIA MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/phrygia-management-llc-dallas-tx-338089", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 226736, "name": "Physicians Investment Advisory Services of Texas, LLC", "name_as_filed": "PHYSICIANS INVESTMENT ADVISORY SERVICES OF TEXAS, LLC", "url": "https://advisorcensus.com/firm/physicians-investment-advisory-services-of-texas-llc-houston-tx-226736", "city": "Houston", "state": "TX", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 170272, "name": "Piccolo Investment Consulting, LLC", "name_as_filed": "PICCOLO INVESTMENT CONSULTING, LLC", "url": "https://advisorcensus.com/firm/piccolo-investment-consulting-llc-denton-tx-170272", "city": "Denton", "state": "TX", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 302116, "name": "Pickering Energy Partners LP", "name_as_filed": "PICKERING ENERGY PARTNERS LP", "url": "https://advisorcensus.com/firm/pickering-energy-partners-lp-houston-tx-302116", "city": "Houston", "state": "TX", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315147, "name": "Pierce Wealth Partners, Inc.", "name_as_filed": "PIERCE WEALTH PARTNERS, INC.", "url": "https://advisorcensus.com/firm/pierce-wealth-partners-inc-fort-worth-tx-315147", "city": "Fort Worth", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 105550, "name": "Pin Oak Investment Advisors Inc", "name_as_filed": "PIN OAK INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/pin-oak-investment-advisors-inc-houston-tx-105550", "city": "Houston", "state": "TX", "years_registered": 36, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 330556, "name": "Pine Valley Capital Partners LLC", "name_as_filed": "PINE VALLEY CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/pine-valley-capital-partners-llc-austin-tx-330556", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 334030, "name": "Pinecrest Advisory Services, LLC", "name_as_filed": "PINECREST ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/pinecrest-advisory-services-llc-dallas-tx-334030", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 282512, "name": "Pinecroft Core Management, LLC", "name_as_filed": "PINECROFT CORE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pinecroft-core-management-llc-the-woodlands-tx-282512", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 148262, "name": "Pingora Partners LLC", "name_as_filed": "PINGORA PARTNERS LLC", "url": "https://advisorcensus.com/firm/pingora-partners-llc-dallas-tx-148262", "city": "Dallas", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323426, "name": "Pinnacle Stream Capital LLC", "name_as_filed": "PINNACLE STREAM CAPITAL LLC", "url": "https://advisorcensus.com/firm/pinnacle-stream-capital-llc-323426", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133429, "name": "Pioneer Wealth Management Group", "name_as_filed": "PIONEER WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/pioneer-wealth-management-group-austin-tx-133429", "city": "Austin", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335894, "name": "Pishon Capital, LLC", "name_as_filed": "PISHON CAPITAL, LLC", "url": "https://advisorcensus.com/firm/pishon-capital-llc-dallas-tx-335894", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332333, "name": "Pistol Hill Capital", "name_as_filed": "PISTOL HILL CAPITAL", "url": "https://advisorcensus.com/firm/pistol-hill-capital-overton-tx-332333", "city": "Overton", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328568, "name": "Pivot Investment Planning, LLC", "name_as_filed": "PIVOT INVESTMENT PLANNING, LLC", "url": "https://advisorcensus.com/firm/pivot-investment-planning-llc-san-antonio-tx-328568", "city": "San Antonio", "state": "TX", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130562, "name": "Pivot Point Advisors, LLC", "name_as_filed": "PIVOT POINT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pivot-point-advisors-llc-bellaire-tx-130562", "city": "Bellaire", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335178, "name": "Plagens & Taylor Wealth Management", "name_as_filed": "PLAGENS & TAYLOR WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/plagens-and-taylor-wealth-management-san-angelo-tx-335178", "city": "San Angelo", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334349, "name": "Plainview Investment Management, L.P.", "name_as_filed": "PLAINVIEW INVESTMENT MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/plainview-investment-management-l-p-dallas-tx-334349", "city": "Dallas", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 113492, "name": "Plan Ahead Financial Management, Inc.", "name_as_filed": "PLAN AHEAD FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/plan-ahead-financial-management-inc-abilene-tx-113492", "city": "Abilene", "state": "TX", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 300278, "name": "Planb Tax & Wealth Advisors LLC", "name_as_filed": "PLANB TAX & WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/planb-tax-and-wealth-advisors-llc-richardson-tx-300278", "city": "Richardson", "state": "TX", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329089, "name": "Planguide Financial", "name_as_filed": "PLANGUIDE FINANCIAL", "url": "https://advisorcensus.com/firm/planguide-financial-southlake-tx-329089", "city": "Southlake", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317834, "name": "Planning Works Advisory, Inc.", "name_as_filed": "PLANNING WORKS ADVISORY, INC.", "url": "https://advisorcensus.com/firm/planning-works-advisory-inc-austin-tx-317834", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286532, "name": "Platform Partners LLC", "name_as_filed": "PLATFORM PARTNERS LLC", "url": "https://advisorcensus.com/firm/platform-partners-llc-houston-tx-286532", "city": "Houston", "state": "TX", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 136194, "name": "Playbook Advisers LLC", "name_as_filed": "PLAYBOOK ADVISERS LLC", "url": "https://advisorcensus.com/firm/playbook-advisers-llc-136194", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 284455, "name": "Plum Seed Management LLC", "name_as_filed": "PLUM SEED MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/plum-seed-management-llc-bellaire-tx-284455", "city": "Bellaire", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334608, "name": "Plumb Financial", "name_as_filed": "PLUMB FINANCIAL", "url": "https://advisorcensus.com/firm/plumb-financial-arlington-tx-334608", "city": "Arlington", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322881, "name": "PLUTUS21 Capital Management, L.L.C", "name_as_filed": "PLUTUS21 CAPITAL MANAGEMENT, L.L.C", "url": "https://advisorcensus.com/firm/plutus21-capital-management-l-l-c-dallas-tx-322881", "city": "Dallas", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307920, "name": "PLUTUS21 Investment Management, L.L.C.", "name_as_filed": "PLUTUS21 INVESTMENT MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/plutus21-investment-management-l-l-c-dallas-tx-307920", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291315, "name": "PLW Financial", "name_as_filed": "PLW FINANCIAL", "url": "https://advisorcensus.com/firm/plw-financial-new-braunfels-tx-291315", "city": "New Braunfels", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312154, "name": "PMG Family Office, LLC", "name_as_filed": "PMG FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/pmg-family-office-llc-plano-tx-312154", "city": "Plano", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308010, "name": "PMV Capital Advisers, LLC", "name_as_filed": "PMV CAPITAL ADVISERS, LLC", "url": "https://advisorcensus.com/firm/pmv-capital-advisers-llc-dallas-tx-308010", "city": "Dallas", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283324, "name": "PO&G Advisors, LLC", "name_as_filed": "PO&G ADVISORS, LLC", "url": "https://advisorcensus.com/firm/po-and-g-advisors-llc-houston-tx-283324", "city": "Houston", "state": "TX", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286414, "name": "Point 16 Capital, LLC", "name_as_filed": "POINT 16 CAPITAL, LLC", "url": "https://advisorcensus.com/firm/point-16-capital-llc-dallas-tx-286414", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168071, "name": "Point Bridge Capital, LLC", "name_as_filed": "POINT BRIDGE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/point-bridge-capital-llc-fort-worth-tx-168071", "city": "Fort Worth", "state": "TX", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310393, "name": "POINT12 Capital Management, LLC", "name_as_filed": "POINT12 CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/point12-capital-management-llc-waco-tx-310393", "city": "Waco", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333542, "name": "Pomifer Capital Partners LLC", "name_as_filed": "POMIFER CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/pomifer-capital-partners-llc-333542", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 317956, "name": "Pontem Energy Management, LLC", "name_as_filed": "PONTEM ENERGY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pontem-energy-management-llc-north-richland-hills-tx-317956", "city": "North Richland Hills", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330449, "name": "Pontem Investment Management Company", "name_as_filed": "PONTEM INVESTMENT MANAGEMENT COMPANY", "url": "https://advisorcensus.com/firm/pontem-investment-management-company-houston-tx-330449", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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" } }