{ "path": "/advisors/tx", "url": "https://advisorcensus.com/advisors/tx/page/51", "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": 51, "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": 173151, "name": "Soundwatch Capital, LLC", "name_as_filed": "SOUNDWATCH CAPITAL, LLC", "url": "https://advisorcensus.com/firm/soundwatch-capital-llc-dallas-tx-173151", "city": "Dallas", "state": "TX", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331484, "name": "South Loop Ventures Management, LLC", "name_as_filed": "SOUTH LOOP VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/south-loop-ventures-management-llc-houston-tx-331484", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 154793, "name": "South Texas Advisors for Retirees, LLC", "name_as_filed": "SOUTH TEXAS ADVISORS FOR RETIREES, LLC", "url": "https://advisorcensus.com/firm/south-texas-advisors-for-retirees-llc-154793", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 283773, "name": "South Texas Capital Advisors, LLC", "name_as_filed": "SOUTH TEXAS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/south-texas-capital-advisors-llc-new-braunfels-tx-283773", "city": "New Braunfels", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 167136, "name": "Souther Capital Management L.L.C.", "name_as_filed": "SOUTHER CAPITAL MANAGEMENT L.L.C.", "url": "https://advisorcensus.com/firm/souther-capital-management-l-l-c-167136", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 328426, "name": "Southmore Financial Advisory LLC", "name_as_filed": "SOUTHMORE FINANCIAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/southmore-financial-advisory-llc-328426", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 339218, "name": "Southpaw CP Manager LP", "name_as_filed": "SOUTHPAW CP MANAGER LP", "url": "https://advisorcensus.com/firm/southpaw-cp-manager-lp-dallas-tx-339218", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 282950, "name": "Southwestern Advisory Group LLC", "name_as_filed": "SOUTHWESTERN ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/southwestern-advisory-group-llc-stephenville-tx-282950", "city": "Stephenville", "state": "TX", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304033, "name": "Southwestern Money Management LLC", "name_as_filed": "SOUTHWESTERN MONEY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/southwestern-money-management-llc-san-antonio-tx-304033", "city": "San Antonio", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311083, "name": "Sovereign Asset Advisors LLC", "name_as_filed": "SOVEREIGN ASSET ADVISORS LLC", "url": "https://advisorcensus.com/firm/sovereign-asset-advisors-llc-311083", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 188524, "name": "Sovereign Wealth Advisors LLC", "name_as_filed": "SOVEREIGN WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/sovereign-wealth-advisors-llc-houston-tx-188524", "city": "Houston", "state": "TX", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315322, "name": "Spacefund, Inc.", "name_as_filed": "SPACEFUND, INC.", "url": "https://advisorcensus.com/firm/spacefund-inc-houston-tx-315322", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327087, "name": "Sparrow Advisors, LLC", "name_as_filed": "SPARROW ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sparrow-advisors-llc-dallas-tx-327087", "city": "Dallas", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318541, "name": "Spearhead Capital Partners, LLC", "name_as_filed": "SPEARHEAD CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/spearhead-capital-partners-llc-dallas-tx-318541", "city": "Dallas", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 114805, "name": "Spectrum Advisors, Inc.", "name_as_filed": "SPECTRUM ADVISORS, INC.", "url": "https://advisorcensus.com/firm/spectrum-advisors-inc-plano-tx-114805", "city": "Plano", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115318, "name": "Spectrum Strategies, L.L.C.", "name_as_filed": "SPECTRUM STRATEGIES, L.L.C.", "url": "https://advisorcensus.com/firm/spectrum-strategies-l-l-c-dallas-tx-115318", "city": "Dallas", "state": "TX", "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169106, "name": "Speight Asset Management, LLC", "name_as_filed": "SPEIGHT ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/speight-asset-management-llc-houston-tx-169106", "city": "Houston", "state": "TX", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 338070, "name": "Spenditright LLC", "name_as_filed": "SPENDITRIGHT LLC", "url": "https://advisorcensus.com/firm/spenditright-llc-the-woodlands-tx-338070", "city": "The Woodlands", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310323, "name": "Spicewood Mineral Management, LLC", "name_as_filed": "SPICEWOOD MINERAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/spicewood-mineral-management-llc-dallas-tx-310323", "city": "Dallas", "state": "TX", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 162387, "name": "Spindletop Capital Management, LLC", "name_as_filed": "SPINDLETOP CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/spindletop-capital-management-llc-austin-tx-162387", "city": "Austin", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 145518, "name": "Spindletop Commonwealth Advisors LLC", "name_as_filed": "SPINDLETOP COMMONWEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/spindletop-commonwealth-advisors-llc-beaumont-tx-145518", "city": "Beaumont", "state": "TX", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282842, "name": "Spring Capital Management", "name_as_filed": "SPRING CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/spring-capital-management-amarillo-tx-282842", "city": "Amarillo", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343639, "name": "Springdale Ventures", "name_as_filed": "SPRINGDALE VENTURES", "url": "https://advisorcensus.com/firm/springdale-ventures-austin-tx-343639", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150034, "name": "Springwater Advisors, LLC", "name_as_filed": "SPRINGWATER ADVISORS, LLC", "url": "https://advisorcensus.com/firm/springwater-advisors-llc-corpus-christi-tx-150034", "city": "Corpus Christi", "state": "TX", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 131190, "name": "Springwood Financial Advisors", "name_as_filed": "SPRINGWOOD FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/springwood-financial-advisors-dallas-tx-131190", "city": "Dallas", "state": "TX", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286359, "name": "Sprout Capital Management, LLC", "name_as_filed": "SPROUT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sprout-capital-management-llc-286359", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328102, "name": "SSB&T Wealth Management, LLC", "name_as_filed": "SSB&T WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ssb-and-t-wealth-management-llc-fredericksburg-tx-328102", "city": "Fredericksburg", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339313, "name": "SSC", "name_as_filed": "SSC", "url": "https://advisorcensus.com/firm/ssc-houston-tx-339313", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 290993, "name": "ST. Augustine Capital Partners", "name_as_filed": "ST. AUGUSTINE CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/st-augustine-capital-partners-austin-tx-290993", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 124777, "name": "ST. James Investment Company, LLC", "name_as_filed": "ST. JAMES INVESTMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/st-james-investment-company-llc-southlake-tx-124777", "city": "Southlake", "state": "TX", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165880, "name": "Stability Partners Advisory Group, LLC", "name_as_filed": "STABILITY PARTNERS ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/stability-partners-advisory-group-llc-spring-tx-165880", "city": "Spring", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 156465, "name": "Stadtler Capital Management, LLC", "name_as_filed": "STADTLER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stadtler-capital-management-llc-fort-worth-tx-156465", "city": "Fort Worth", "state": "TX", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 171419, "name": "Stafford Capital Partners Inc.", "name_as_filed": "STAFFORD CAPITAL PARTNERS INC.", "url": "https://advisorcensus.com/firm/stafford-capital-partners-inc-austin-tx-171419", "city": "Austin", "state": "TX", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 156468, "name": "Stanley Capital Management, LLC", "name_as_filed": "STANLEY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stanley-capital-management-llc-houston-tx-156468", "city": "Houston", "state": "TX", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 129223, "name": "Starling Capital Management, LLC", "name_as_filed": "STARLING CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/starling-capital-management-llc-houston-tx-129223", "city": "Houston", "state": "TX", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 339880, "name": "Starquest Enterprises, LLC", "name_as_filed": "STARQUEST ENTERPRISES, LLC", "url": "https://advisorcensus.com/firm/starquest-enterprises-llc-spring-tx-339880", "city": "Spring", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 193511, "name": "Startuprunner Capital LLC", "name_as_filed": "STARTUPRUNNER CAPITAL LLC", "url": "https://advisorcensus.com/firm/startuprunner-capital-llc-austin-tx-193511", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328185, "name": "Stavis Wealth Transfer Solutions", "name_as_filed": "STAVIS WEALTH TRANSFER SOLUTIONS", "url": "https://advisorcensus.com/firm/stavis-wealth-transfer-solutions-houston-tx-328185", "city": "Houston", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 334416, "name": "Steadtrust", "name_as_filed": "STEADTRUST", "url": "https://advisorcensus.com/firm/steadtrust-allen-tx-334416", "city": "Allen", "state": "TX", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145804, "name": "Steed Investments, LLC", "name_as_filed": "STEED INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/steed-investments-llc-145804", "city": null, "state": null, "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 173440, "name": "Steelhead Capital Management, LLC", "name_as_filed": "STEELHEAD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/steelhead-capital-management-llc-fort-worth-tx-173440", "city": "Fort Worth", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 114518, "name": "Stegent Equity Advisors Inc.", "name_as_filed": "STEGENT EQUITY ADVISORS INC.", "url": "https://advisorcensus.com/firm/stegent-equity-advisors-inc-houston-tx-114518", "city": "Houston", "state": "TX", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313686, "name": "Stellaris Wealth Management LLC", "name_as_filed": "STELLARIS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stellaris-wealth-management-llc-houston-tx-313686", "city": "Houston", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 160115, "name": "Stellus Capital Management, LLC", "name_as_filed": "STELLUS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stellus-capital-management-llc-houston-tx-160115", "city": "Houston", "state": "TX", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317513, "name": "Stellus Private BDC Advisor, LLC", "name_as_filed": "STELLUS PRIVATE BDC ADVISOR, LLC", "url": "https://advisorcensus.com/firm/stellus-private-bdc-advisor-llc-houston-tx-317513", "city": "Houston", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 137067, "name": "Stephanie E. Doyle Investment Management", "name_as_filed": "STEPHANIE E. DOYLE INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/stephanie-e-doyle-investment-management-137067", "city": null, "state": null, "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 166398, "name": "Stephen F. Hill and Associates L.L.C.", "name_as_filed": "STEPHEN F. 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