{
  "path": "/advisors/tx",
  "url": "https://advisorcensus.com/advisors/tx/page/56",
  "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": 56,
  "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": 167818,
      "name": "TL Private Wealth",
      "name_as_filed": "TL PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/tl-private-wealth-southlake-tx-167818",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158305,
      "name": "TLWM Financial",
      "name_as_filed": "TLWM FINANCIAL",
      "url": "https://advisorcensus.com/firm/tlwm-financial-san-antonio-tx-158305",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153309,
      "name": "TNT Asset Management, LLC",
      "name_as_filed": "TNT ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/tnt-asset-management-llc-round-rock-tx-153309",
      "city": "Round Rock",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334619,
      "name": "To Ventures Capital Management, LLC",
      "name_as_filed": "TO VENTURES CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/to-ventures-capital-management-llc-dallas-tx-334619",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 111838,
      "name": "Tolleson Private Wealth Management",
      "name_as_filed": "TOLLESON PRIVATE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/tolleson-private-wealth-management-dallas-tx-111838",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 26,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298932,
      "name": "Tomales Bay Capital",
      "name_as_filed": "TOMALES BAY CAPITAL",
      "url": "https://advisorcensus.com/firm/tomales-bay-capital-dallas-tx-298932",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335293,
      "name": "Toprac Financial LLC",
      "name_as_filed": "TOPRAC FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/toprac-financial-llc-335293",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288435,
      "name": "Toro Bravo Investment Advisors, LLC",
      "name_as_filed": "TORO BRAVO INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/toro-bravo-investment-advisors-llc-amarillo-tx-288435",
      "city": "Amarillo",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322082,
      "name": "Torofino Investment Management, LP",
      "name_as_filed": "TOROFINO INVESTMENT MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/torofino-investment-management-lp-houston-tx-322082",
      "city": "Houston",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 296961,
      "name": "Torre Financial",
      "name_as_filed": "TORRE FINANCIAL",
      "url": "https://advisorcensus.com/firm/torre-financial-296961",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114486,
      "name": "Torres Financial Services, Inc.",
      "name_as_filed": "TORRES FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/torres-financial-services-inc-san-antonio-tx-114486",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288844,
      "name": "Towerview Capital, LLC",
      "name_as_filed": "TOWERVIEW CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/towerview-capital-llc-288844",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173919,
      "name": "Town Lake Capital Management",
      "name_as_filed": "TOWN LAKE CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/town-lake-capital-management-lakeway-tx-173919",
      "city": "Lakeway",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316094,
      "name": "Townsend Mertz LLC",
      "name_as_filed": "TOWNSEND MERTZ LLC",
      "url": "https://advisorcensus.com/firm/townsend-mertz-llc-houston-tx-316094",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 159738,
      "name": "TPG Capital Advisors, LLC",
      "name_as_filed": "TPG CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/tpg-capital-advisors-llc-fort-worth-tx-159738",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159732,
      "name": "TPG Global Advisors, LLC",
      "name_as_filed": "TPG GLOBAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/tpg-global-advisors-llc-fort-worth-tx-159732",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288851,
      "name": "TPG RE Finance Trust Management, L.P.",
      "name_as_filed": "TPG RE FINANCE TRUST MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/tpg-re-finance-trust-management-l-p-fort-worth-tx-288851",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170731,
      "name": "TPG Real Estate Advisors, LLC",
      "name_as_filed": "TPG REAL ESTATE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/tpg-real-estate-advisors-llc-fort-worth-tx-170731",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313020,
      "name": "TPG Solutions Advisors",
      "name_as_filed": "TPG SOLUTIONS ADVISORS",
      "url": "https://advisorcensus.com/firm/tpg-solutions-advisors-fort-worth-tx-313020",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322094,
      "name": "Trace Capital Management LP",
      "name_as_filed": "TRACE CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/trace-capital-management-lp-houston-tx-322094",
      "city": "Houston",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293637,
      "name": "Tradecraft Capital, LLC",
      "name_as_filed": "TRADECRAFT CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/tradecraft-capital-llc-austin-tx-293637",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 281897,
      "name": "Trademark Property Company",
      "name_as_filed": "TRADEMARK PROPERTY COMPANY",
      "url": "https://advisorcensus.com/firm/trademark-property-company-fort-worth-tx-281897",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 336150,
      "name": "Tradespro LLC",
      "name_as_filed": "TRADESPRO LLC",
      "url": "https://advisorcensus.com/firm/tradespro-llc-addison-tx-336150",
      "city": "Addison",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281879,
      "name": "Tradeway",
      "name_as_filed": "TRADEWAY",
      "url": "https://advisorcensus.com/firm/tradeway-austin-tx-281879",
      "city": "Austin",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128135,
      "name": "Traditions Wealth Advisors, LLC.",
      "name_as_filed": "TRADITIONS WEALTH ADVISORS, LLC.",
      "url": "https://advisorcensus.com/firm/traditions-wealth-advisors-llc-college-station-tx-128135",
      "city": "College Station",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166255,
      "name": "Trane Capital, LLC",
      "name_as_filed": "TRANE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/trane-capital-llc-austin-tx-166255",
      "city": "Austin",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317745,
      "name": "TRANSCE3ND LLC",
      "name_as_filed": "TRANSCE3ND LLC",
      "url": "https://advisorcensus.com/firm/transce3nd-llc-buda-tx-317745",
      "city": "Buda",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287674,
      "name": "Transpose Platform Management, LLC",
      "name_as_filed": "TRANSPOSE PLATFORM MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/transpose-platform-management-llc-houston-tx-287674",
      "city": "Houston",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159520,
      "name": "Transwestern Investments",
      "name_as_filed": "TRANSWESTERN INVESTMENTS",
      "url": "https://advisorcensus.com/firm/transwestern-investments-dallas-tx-159520",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169079,
      "name": "Traveller Capital Advisors, LLC",
      "name_as_filed": "TRAVELLER CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/traveller-capital-advisors-llc-dallas-tx-169079",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 309370,
      "name": "TRB Wealth Management, LLC",
      "name_as_filed": "TRB WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/trb-wealth-management-llc-houston-tx-309370",
      "city": "Houston",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300338,
      "name": "Treaty Oak Equity LLC",
      "name_as_filed": "TREATY OAK EQUITY LLC",
      "url": "https://advisorcensus.com/firm/treaty-oak-equity-llc-austin-tx-300338",
      "city": "Austin",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 151473,
      "name": "Trellisent Investments",
      "name_as_filed": "TRELLISENT INVESTMENTS",
      "url": "https://advisorcensus.com/firm/trellisent-investments-san-antonio-tx-151473",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172984,
      "name": "Tremont Street Advisors, LLC",
      "name_as_filed": "TREMONT STREET ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/tremont-street-advisors-llc-league-city-tx-172984",
      "city": "League City",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337706,
      "name": "TRG Financial",
      "name_as_filed": "TRG FINANCIAL",
      "url": "https://advisorcensus.com/firm/trg-financial-houston-tx-337706",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149760,
      "name": "Tri-Star Advisors, Inc.",
      "name_as_filed": "TRI-STAR ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/tri-star-advisors-inc-houston-tx-149760",
      "city": "Houston",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341870,
      "name": "Tricrest Management LLC",
      "name_as_filed": "TRICREST MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/tricrest-management-llc-dallas-tx-341870",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 158083,
      "name": "Trigate Management LLC",
      "name_as_filed": "TRIGATE MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/trigate-management-llc-dallas-tx-158083",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326773,
      "name": "Trilogy Wealth Management, LLC",
      "name_as_filed": "TRILOGY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/trilogy-wealth-management-llc-bay-city-tx-326773",
      "city": "Bay City",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340715,
      "name": "Trinchera Investments, LLC",
      "name_as_filed": "TRINCHERA INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/trinchera-investments-llc-midland-tx-340715",
      "city": "Midland",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281328,
      "name": "Trinitas Capital Management",
      "name_as_filed": "TRINITAS CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/trinitas-capital-management-dallas-tx-281328",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157410,
      "name": "Trinity Hunt Management, L.P.",
      "name_as_filed": "TRINITY HUNT MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/trinity-hunt-management-l-p-dallas-tx-157410",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133873,
      "name": "Trinity Investment Management, LLC",
      "name_as_filed": "TRINITY INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/trinity-investment-management-llc-fort-worth-tx-133873",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314603,
      "name": "Trinity Investors Fund Advisors, LLC",
      "name_as_filed": "TRINITY INVESTORS FUND ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/trinity-investors-fund-advisors-llc-southlake-tx-314603",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159179,
      "name": "Trinity Legacy Partners, LLC",
      "name_as_filed": "TRINITY LEGACY PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/trinity-legacy-partners-llc-houston-tx-159179",
      "city": "Houston",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151721,
      "name": "Trinity Portfolio Advisors, LLC",
      "name_as_filed": "TRINITY PORTFOLIO ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/trinity-portfolio-advisors-llc-southlake-tx-151721",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165949,
      "name": "Trinsic Capital, LLC",
      "name_as_filed": "TRINSIC CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/trinsic-capital-llc-fort-worth-tx-165949",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282304,
      "name": "Trinvest Advisors, LLC",
      "name_as_filed": "TRINVEST ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/trinvest-advisors-llc-282304",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333333,
      "name": "Trio Advisors Longview LLC",
      "name_as_filed": "TRIO ADVISORS LONGVIEW LLC",
      "url": "https://advisorcensus.com/firm/trio-advisors-longview-llc-longview-tx-333333",
      "city": "Longview",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336848,
      "name": "Triple Pine Wealth Management LLC",
      "name_as_filed": "TRIPLE PINE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/triple-pine-wealth-management-llc-336848",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "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"
  }
}
