{
  "path": "/advisors/tx",
  "url": "https://advisorcensus.com/advisors/tx/page/54",
  "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": 54,
  "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": 339882,
      "name": "Ten Bridge Capital, LLC",
      "name_as_filed": "TEN BRIDGE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/ten-bridge-capital-llc-the-woodlands-tx-339882",
      "city": "The Woodlands",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 325530,
      "name": "Terraform Wealth, LLC",
      "name_as_filed": "TERRAFORM WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/terraform-wealth-llc-houston-tx-325530",
      "city": "Houston",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104732,
      "name": "Terry McDaniel & Company",
      "name_as_filed": "TERRY MCDANIEL & COMPANY",
      "url": "https://advisorcensus.com/firm/terry-mcdaniel-and-company-austin-tx-104732",
      "city": "Austin",
      "state": "TX",
      "years_registered": 41,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167750,
      "name": "Tevis Investment Management, LLC",
      "name_as_filed": "TEVIS INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/tevis-investment-management-llc-plano-tx-167750",
      "city": "Plano",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318793,
      "name": "Texana Capital, LLC",
      "name_as_filed": "TEXANA CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/texana-capital-llc-houston-tx-318793",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 114714,
      "name": "Texas Asset Management",
      "name_as_filed": "TEXAS ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/texas-asset-management-lakeway-tx-114714",
      "city": "Lakeway",
      "state": "TX",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335988,
      "name": "Texas Assured Financial Planning LLC",
      "name_as_filed": "TEXAS ASSURED FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/texas-assured-financial-planning-llc-335988",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298422,
      "name": "Texas Capital Bank Private Wealth Advisors",
      "name_as_filed": "TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/texas-capital-bank-private-wealth-advisors-dallas-tx-298422",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164137,
      "name": "Texas Capital Management",
      "name_as_filed": "TEXAS CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/texas-capital-management-baytown-tx-164137",
      "city": "Baytown",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327332,
      "name": "Texas Family Wealth, LLC",
      "name_as_filed": "TEXAS FAMILY WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/texas-family-wealth-llc-friendswood-tx-327332",
      "city": "Friendswood",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306413,
      "name": "Texas Financial Advisory",
      "name_as_filed": "TEXAS FINANCIAL ADVISORY",
      "url": "https://advisorcensus.com/firm/texas-financial-advisory-san-antonio-tx-306413",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132907,
      "name": "Texas First Investment Management Company",
      "name_as_filed": "TEXAS FIRST INVESTMENT MANAGEMENT COMPANY",
      "url": "https://advisorcensus.com/firm/texas-first-investment-management-company-132907",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297548,
      "name": "Texas Halo Fund Management, LLC",
      "name_as_filed": "TEXAS HALO FUND MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/texas-halo-fund-management-llc-houston-tx-297548",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 131300,
      "name": "Texas Institutional Investment Management, LLC",
      "name_as_filed": "TEXAS INSTITUTIONAL INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/texas-institutional-investment-management-llc-san-antonio-tx-131300",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304039,
      "name": "Texas Real Estate Fund Managers LLC",
      "name_as_filed": "TEXAS REAL ESTATE FUND MANAGERS LLC",
      "url": "https://advisorcensus.com/firm/texas-real-estate-fund-managers-llc-houston-tx-304039",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 322868,
      "name": "Texas Valley Group",
      "name_as_filed": "TEXAS VALLEY GROUP",
      "url": "https://advisorcensus.com/firm/texas-valley-group-edinburg-tx-322868",
      "city": "Edinburg",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 333670,
      "name": "Texas Venture Partners, LLC",
      "name_as_filed": "TEXAS VENTURE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/texas-venture-partners-llc-austin-tx-333670",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 285898,
      "name": "Texas Wealth Management, LLC",
      "name_as_filed": "TEXAS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/texas-wealth-management-llc-houston-tx-285898",
      "city": "Houston",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175227,
      "name": "Texo Ventures, LLC",
      "name_as_filed": "TEXO VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/texo-ventures-llc-austin-tx-175227",
      "city": "Austin",
      "state": "TX",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 328912,
      "name": "Texwealth",
      "name_as_filed": "TEXWEALTH",
      "url": "https://advisorcensus.com/firm/texwealth-328912",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333108,
      "name": "TFR Capital",
      "name_as_filed": "TFR CAPITAL",
      "url": "https://advisorcensus.com/firm/tfr-capital-plano-tx-333108",
      "city": "Plano",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166351,
      "name": "Thackeray Partners",
      "name_as_filed": "THACKERAY PARTNERS",
      "url": "https://advisorcensus.com/firm/thackeray-partners-dallas-tx-166351",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160774,
      "name": "Thales Investment Services, Inc.",
      "name_as_filed": "THALES INVESTMENT SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/thales-investment-services-inc-160774",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290104,
      "name": "The Advisors Group",
      "name_as_filed": "THE ADVISORS GROUP",
      "url": "https://advisorcensus.com/firm/the-advisors-group-lubbock-tx-290104",
      "city": "Lubbock",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118282,
      "name": "The Aspen Equity Group",
      "name_as_filed": "THE ASPEN EQUITY GROUP",
      "url": "https://advisorcensus.com/firm/the-aspen-equity-group-waco-tx-118282",
      "city": "Waco",
      "state": "TX",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310357,
      "name": "The B Group, Inc.",
      "name_as_filed": "THE B GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-b-group-inc-dallas-tx-310357",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 285809,
      "name": "The Better 401(K) Source",
      "name_as_filed": "THE BETTER 401(K) SOURCE",
      "url": "https://advisorcensus.com/firm/the-better-401-k-source-plano-tx-285809",
      "city": "Plano",
      "state": "TX",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164389,
      "name": "The Broughton Investment Group, Inc.",
      "name_as_filed": "THE BROUGHTON INVESTMENT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-broughton-investment-group-inc-houston-tx-164389",
      "city": "Houston",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117980,
      "name": "The Capital Chart Room, Ltd",
      "name_as_filed": "THE CAPITAL CHART ROOM, LTD",
      "url": "https://advisorcensus.com/firm/the-capital-chart-room-ltd-fort-worth-tx-117980",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 24,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159690,
      "name": "The Capstreet Group, LLC",
      "name_as_filed": "THE CAPSTREET GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-capstreet-group-llc-houston-tx-159690",
      "city": "Houston",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333740,
      "name": "The Catalyst Group, Inc.",
      "name_as_filed": "THE CATALYST GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-catalyst-group-inc-houston-tx-333740",
      "city": "Houston",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310163,
      "name": "The Clarus Group",
      "name_as_filed": "THE CLARUS GROUP",
      "url": "https://advisorcensus.com/firm/the-clarus-group-houston-tx-310163",
      "city": "Houston",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317383,
      "name": "The Dedicated Dollar",
      "name_as_filed": "THE DEDICATED DOLLAR",
      "url": "https://advisorcensus.com/firm/the-dedicated-dollar-317383",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339275,
      "name": "The Energy & Minerals Group LP",
      "name_as_filed": "THE ENERGY & MINERALS GROUP LP",
      "url": "https://advisorcensus.com/firm/the-energy-and-minerals-group-lp-houston-tx-339275",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340099,
      "name": "The Financial Sciences Company, LLC",
      "name_as_filed": "THE FINANCIAL SCIENCES COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/the-financial-sciences-company-llc-340099",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114263,
      "name": "The Gardner Group",
      "name_as_filed": "THE GARDNER GROUP",
      "url": "https://advisorcensus.com/firm/the-gardner-group-dallas-tx-114263",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114796,
      "name": "The Goff Financial Group",
      "name_as_filed": "THE GOFF FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/the-goff-financial-group-houston-tx-114796",
      "city": "Houston",
      "state": "TX",
      "years_registered": 23,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147803,
      "name": "The Helix Financial Group",
      "name_as_filed": "THE HELIX FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/the-helix-financial-group-carrolltron-tx-147803",
      "city": "Carrolltron",
      "state": "TX",
      "years_registered": 17,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139136,
      "name": "The Jacobs Financial Group",
      "name_as_filed": "THE JACOBS FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/the-jacobs-financial-group-139136",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284093,
      "name": "The Launch Partnership, LLC",
      "name_as_filed": "THE LAUNCH PARTNERSHIP, LLC",
      "url": "https://advisorcensus.com/firm/the-launch-partnership-llc-austin-tx-284093",
      "city": "Austin",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 114591,
      "name": "The Legacy Collaborative, Inc.",
      "name_as_filed": "THE LEGACY COLLABORATIVE, INC.",
      "url": "https://advisorcensus.com/firm/the-legacy-collaborative-inc-san-antonio-tx-114591",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334405,
      "name": "The Lunar Project Management LLC",
      "name_as_filed": "THE LUNAR PROJECT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/the-lunar-project-management-llc-the-woodlands-tx-334405",
      "city": "The Woodlands",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 299404,
      "name": "The Menard Financial Group, LLC",
      "name_as_filed": "THE MENARD FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-menard-financial-group-llc-houston-tx-299404",
      "city": "Houston",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161957,
      "name": "The Milestone Real Estate Group, LP",
      "name_as_filed": "THE MILESTONE REAL ESTATE GROUP, LP",
      "url": "https://advisorcensus.com/firm/the-milestone-real-estate-group-lp-dallas-tx-161957",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338777,
      "name": "The North Beach Collective",
      "name_as_filed": "THE NORTH BEACH COLLECTIVE",
      "url": "https://advisorcensus.com/firm/the-north-beach-collective-austin-tx-338777",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 339016,
      "name": "The Northline Group",
      "name_as_filed": "THE NORTHLINE GROUP",
      "url": "https://advisorcensus.com/firm/the-northline-group-dallas-tx-339016",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 165438,
      "name": "The Office of Heath O. Lauseng",
      "name_as_filed": "THE OFFICE OF HEATH O. LAUSENG",
      "url": "https://advisorcensus.com/firm/the-office-of-heath-o-lauseng-port-aransas-tx-165438",
      "city": "Port Aransas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165609,
      "name": "The Palisades Group, LLC",
      "name_as_filed": "THE PALISADES GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-palisades-group-llc-austin-tx-165609",
      "city": "Austin",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144588,
      "name": "The Personal Wealth Coach",
      "name_as_filed": "THE PERSONAL WEALTH COACH",
      "url": "https://advisorcensus.com/firm/the-personal-wealth-coach-salado-tx-144588",
      "city": "Salado",
      "state": "TX",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290902,
      "name": "The Rosamond Financial Group Wealth Management, LLC",
      "name_as_filed": "THE ROSAMOND FINANCIAL GROUP WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/the-rosamond-financial-group-wealth-management-llc-marble-falls-tx-290902",
      "city": "Marble Falls",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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"
  }
}
