# 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/49

## 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 49 of 62, 2401 to 2450 of 3,052, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Sendero Wealth Management, LLC](https://advisorcensus.com/firm/sendero-wealth-management-llc-san-antonio-tx-145594) ([md](https://advisorcensus.com/firm/sendero-wealth-management-llc-san-antonio-tx-145594.md)) | 145594 | San Antonio, TX | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Fixed fee |
| [Sensus Wealth Management Group LLC](https://advisorcensus.com/firm/sensus-wealth-management-group-llc-san-antonio-tx-153357) ([md](https://advisorcensus.com/firm/sensus-wealth-management-group-llc-san-antonio-tx-153357.md)) | 153357 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Sentry Management Inc](https://advisorcensus.com/firm/sentry-management-inc-wichita-falls-tx-107379) ([md](https://advisorcensus.com/firm/sentry-management-inc-wichita-falls-tx-107379.md)) | 107379 | Wichita Falls, TX | SEC-registered investment adviser | Over $5 billion | 35 | % of assets, Fixed fee, Other |
| [Sequel Holdings, L.P.](https://advisorcensus.com/firm/sequel-holdings-l-p-dallas-tx-170237) ([md](https://advisorcensus.com/firm/sequel-holdings-l-p-dallas-tx-170237.md)) | 170237 | Dallas, TX | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Performance fee |
| [Sequent Asset Management, LLC](https://advisorcensus.com/firm/sequent-asset-management-llc-houston-tx-148194) ([md](https://advisorcensus.com/firm/sequent-asset-management-llc-houston-tx-148194.md)) | 148194 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Fixed fee |
| [Sequoia Private Wealth Management, LLC](https://advisorcensus.com/firm/sequoia-private-wealth-management-llc-irving-tx-174527) ([md](https://advisorcensus.com/firm/sequoia-private-wealth-management-llc-irving-tx-174527.md)) | 174527 | Irving, TX | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Serendib Capital Management LLC](https://advisorcensus.com/firm/serendib-capital-management-llc-307709) ([md](https://advisorcensus.com/firm/serendib-capital-management-llc-307709.md)) | 307709 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Serve Capital Partners](https://advisorcensus.com/firm/serve-capital-partners-austin-tx-284027) ([md](https://advisorcensus.com/firm/serve-capital-partners-austin-tx-284027.md)) | 284027 | Austin, TX | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Sevey Wealth Advisors](https://advisorcensus.com/firm/sevey-wealth-advisors-324450) ([md](https://advisorcensus.com/firm/sevey-wealth-advisors-324450.md)) | 324450 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | Fixed fee |
| [Sevin Rosen Funds](https://advisorcensus.com/firm/sevin-rosen-funds-dallas-tx-160409) ([md](https://advisorcensus.com/firm/sevin-rosen-funds-dallas-tx-160409.md)) | 160409 | Dallas, TX | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [SF Planning Group LLC](https://advisorcensus.com/firm/sf-planning-group-llc-the-woodlands-tx-331145) ([md](https://advisorcensus.com/firm/sf-planning-group-llc-the-woodlands-tx-331145.md)) | 331145 | The Woodlands, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [SFE Advisors, LLC](https://advisorcensus.com/firm/sfe-advisors-llc-dallas-tx-325223) ([md](https://advisorcensus.com/firm/sfe-advisors-llc-dallas-tx-325223.md)) | 325223 | Dallas, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SFMG Wealth Advisors](https://advisorcensus.com/firm/sfmg-wealth-advisors-plano-tx-107548) ([md](https://advisorcensus.com/firm/sfmg-wealth-advisors-plano-tx-107548.md)) | 107548 | Plano, TX | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets, Fixed fee |
| [SFO Capital, Inc.](https://advisorcensus.com/firm/sfo-capital-inc-172412) ([md](https://advisorcensus.com/firm/sfo-capital-inc-172412.md)) | 172412 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [SGMG Enterprise LLC](https://advisorcensus.com/firm/sgmg-enterprise-llc-139552) ([md](https://advisorcensus.com/firm/sgmg-enterprise-llc-139552.md)) | 139552 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Shade Tree Partners LLC](https://advisorcensus.com/firm/shade-tree-partners-llc-dallas-tx-150865) ([md](https://advisorcensus.com/firm/shade-tree-partners-llc-dallas-tx-150865.md)) | 150865 | Dallas, TX | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee, Performance fee |
| [Shadowridge Asset Management, LLC](https://advisorcensus.com/firm/shadowridge-asset-management-llc-austin-tx-162066) ([md](https://advisorcensus.com/firm/shadowridge-asset-management-llc-austin-tx-162066.md)) | 162066 | Austin, TX | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Shah Tax and Financial Planning](https://advisorcensus.com/firm/shah-tax-and-financial-planning-291763) ([md](https://advisorcensus.com/firm/shah-tax-and-financial-planning-291763.md)) | 291763 | Not reported, Not reported | State-registered investment adviser | Not reported | 8 | % of assets, Hourly, Fixed fee |
| [Sharpedge Financial](https://advisorcensus.com/firm/sharpedge-financial-southlake-tx-331971) ([md](https://advisorcensus.com/firm/sharpedge-financial-southlake-tx-331971.md)) | 331971 | Southlake, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [SHD Management, LLC](https://advisorcensus.com/firm/shd-management-llc-dallas-tx-170651) ([md](https://advisorcensus.com/firm/shd-management-llc-dallas-tx-170651.md)) | 170651 | Dallas, TX | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Shelter Wealth Strategies, LLC](https://advisorcensus.com/firm/shelter-wealth-strategies-llc-houston-tx-170655) ([md](https://advisorcensus.com/firm/shelter-wealth-strategies-llc-houston-tx-170655.md)) | 170655 | Houston, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Other |
| [Shelton Wealth Management, LLC](https://advisorcensus.com/firm/shelton-wealth-management-llc-fort-worth-tx-312686) ([md](https://advisorcensus.com/firm/shelton-wealth-management-llc-fort-worth-tx-312686.md)) | 312686 | Fort Worth, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Shepherd Advisory LLC](https://advisorcensus.com/firm/shepherd-advisory-llc-341190) ([md](https://advisorcensus.com/firm/shepherd-advisory-llc-341190.md)) | 341190 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | Fixed fee |
| [Sheridan Production Partners Manager III, LLC](https://advisorcensus.com/firm/sheridan-production-partners-manager-iii-llc-houston-tx-310572) ([md](https://advisorcensus.com/firm/sheridan-production-partners-manager-iii-llc-houston-tx-310572.md)) | 310572 | Houston, TX | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [Sherpa Wealth Management LLC](https://advisorcensus.com/firm/sherpa-wealth-management-llc-san-antonio-tx-340032) ([md](https://advisorcensus.com/firm/sherpa-wealth-management-llc-san-antonio-tx-340032.md)) | 340032 | San Antonio, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Other |
| [Shift Left Ventures Management Company, LLC](https://advisorcensus.com/firm/shift-left-ventures-management-company-llc-plano-tx-325347) ([md](https://advisorcensus.com/firm/shift-left-ventures-management-company-llc-plano-tx-325347.md)) | 325347 | Plano, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Shorebird Capital, LP](https://advisorcensus.com/firm/shorebird-capital-lp-san-antonio-tx-285437) ([md](https://advisorcensus.com/firm/shorebird-capital-lp-san-antonio-tx-285437.md)) | 285437 | San Antonio, TX | SEC-registered investment adviser | Not reported | 9 | % of assets |
| [Shorebreak Capital, LLC](https://advisorcensus.com/firm/shorebreak-capital-llc-austin-tx-283921) ([md](https://advisorcensus.com/firm/shorebreak-capital-llc-austin-tx-283921.md)) | 283921 | Austin, TX | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Shorter, Alden M](https://advisorcensus.com/firm/shorter-alden-m-317804) ([md](https://advisorcensus.com/firm/shorter-alden-m-317804.md)) | 317804 | Not reported, Not reported | State-registered investment adviser | Not reported | 4 | % of assets, Hourly, Fixed fee, Other |
| [Shoten Capital LP](https://advisorcensus.com/firm/shoten-capital-lp-austin-tx-339620) ([md](https://advisorcensus.com/firm/shoten-capital-lp-austin-tx-339620.md)) | 339620 | Austin, TX | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Performance fee |
| [SHV ETA Ventures, LLC](https://advisorcensus.com/firm/shv-eta-ventures-llc-san-antonio-tx-341262) ([md](https://advisorcensus.com/firm/shv-eta-ventures-llc-san-antonio-tx-341262.md)) | 341262 | San Antonio, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Side X Side Management LLC](https://advisorcensus.com/firm/side-x-side-management-llc-fredericksburg-tx-287959) ([md](https://advisorcensus.com/firm/side-x-side-management-llc-fredericksburg-tx-287959.md)) | 287959 | Fredericksburg, TX | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Sidekick Partners Management, LP](https://advisorcensus.com/firm/sidekick-partners-management-lp-dallas-tx-313814) ([md](https://advisorcensus.com/firm/sidekick-partners-management-lp-dallas-tx-313814.md)) | 313814 | Dallas, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Sieve Capital LLC](https://advisorcensus.com/firm/sieve-capital-llc-334075) ([md](https://advisorcensus.com/firm/sieve-capital-llc-334075.md)) | 334075 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | % of assets, Performance fee |
| [Sightline Capital LLC](https://advisorcensus.com/firm/sightline-capital-llc-mckinney-tx-338600) ([md](https://advisorcensus.com/firm/sightline-capital-llc-mckinney-tx-338600.md)) | 338600 | McKinney, TX | State-registered investment adviser | Not reported | 0 | % of assets |
| [Signal Point Capital Management, LLC](https://advisorcensus.com/firm/signal-point-capital-management-llc-dallas-tx-298718) ([md](https://advisorcensus.com/firm/signal-point-capital-management-llc-dallas-tx-298718.md)) | 298718 | Dallas, TX | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Signal Securities, Inc.](https://advisorcensus.com/firm/signal-securities-inc-fort-worth-tx-15916) ([md](https://advisorcensus.com/firm/signal-securities-inc-fort-worth-tx-15916.md)) | 15916 | Fort Worth, TX | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee, Commissions |
| [Signature Financial Advisors](https://advisorcensus.com/firm/signature-financial-advisors-houston-tx-283964) ([md](https://advisorcensus.com/firm/signature-financial-advisors-houston-tx-283964.md)) | 283964 | Houston, TX | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Silicon Hills Capital, LLC](https://advisorcensus.com/firm/silicon-hills-capital-llc-austin-tx-314161) ([md](https://advisorcensus.com/firm/silicon-hills-capital-llc-austin-tx-314161.md)) | 314161 | Austin, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Silo Financial LLC](https://advisorcensus.com/firm/silo-financial-llc-austin-tx-324307) ([md](https://advisorcensus.com/firm/silo-financial-llc-austin-tx-324307.md)) | 324307 | Austin, TX | SEC-registered investment adviser | Not reported | 3 | Other |
| [Siltstone Capital, LLC](https://advisorcensus.com/firm/siltstone-capital-llc-houston-tx-305786) ([md](https://advisorcensus.com/firm/siltstone-capital-llc-houston-tx-305786.md)) | 305786 | Houston, TX | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Silver Hill Energy Partners, LP](https://advisorcensus.com/firm/silver-hill-energy-partners-lp-dallas-tx-307537) ([md](https://advisorcensus.com/firm/silver-hill-energy-partners-lp-dallas-tx-307537.md)) | 307537 | Dallas, TX | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Silver Lake Capital Partners](https://advisorcensus.com/firm/silver-lake-capital-partners-dallas-tx-329997) ([md](https://advisorcensus.com/firm/silver-lake-capital-partners-dallas-tx-329997.md)) | 329997 | Dallas, TX | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Silverbrook Investment Advisors, Inc.](https://advisorcensus.com/firm/silverbrook-investment-advisors-inc-153911) ([md](https://advisorcensus.com/firm/silverbrook-investment-advisors-inc-153911.md)) | 153911 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 16 | % of assets, Other |
| [Silverhaven Strategic Wealth, LLC](https://advisorcensus.com/firm/silverhaven-strategic-wealth-llc-340335) ([md](https://advisorcensus.com/firm/silverhaven-strategic-wealth-llc-340335.md)) | 340335 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Silverstone Private Wealth](https://advisorcensus.com/firm/silverstone-private-wealth-kingwood-tx-338605) ([md](https://advisorcensus.com/firm/silverstone-private-wealth-kingwood-tx-338605.md)) | 338605 | Kingwood, TX | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Silverton Management, L.L.C.](https://advisorcensus.com/firm/silverton-management-l-l-c-austin-tx-162844) ([md](https://advisorcensus.com/firm/silverton-management-l-l-c-austin-tx-162844.md)) | 162844 | Austin, TX | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Simaris Financial](https://advisorcensus.com/firm/simaris-financial-austin-tx-300386) ([md](https://advisorcensus.com/firm/simaris-financial-austin-tx-300386.md)) | 300386 | Austin, TX | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Simba Investment Advisors](https://advisorcensus.com/firm/simba-investment-advisors-houston-tx-155973) ([md](https://advisorcensus.com/firm/simba-investment-advisors-houston-tx-155973.md)) | 155973 | Houston, TX | State-registered investment adviser | Not reported | 13 | % of assets |
| [Simmons L E & Associates Inc](https://advisorcensus.com/firm/simmons-l-e-and-associates-inc-houston-tx-107599) ([md](https://advisorcensus.com/firm/simmons-l-e-and-associates-inc-houston-tx-107599.md)) | 107599 | Houston, TX | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Other |

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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.