{
  "path": "/advisors/tx",
  "url": "https://advisorcensus.com/advisors/tx/page/57",
  "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": 57,
  "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": 142438,
      "name": "Trisperity Advisors, LLC",
      "name_as_filed": "TRISPERITY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/trisperity-advisors-llc-katy-tx-142438",
      "city": "Katy",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173132,
      "name": "Tritium Partners",
      "name_as_filed": "TRITIUM PARTNERS",
      "url": "https://advisorcensus.com/firm/tritium-partners-austin-tx-173132",
      "city": "Austin",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166910,
      "name": "Trive Capital Management LLC",
      "name_as_filed": "TRIVE CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/trive-capital-management-llc-dallas-tx-166910",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283248,
      "name": "TRS Advisors, LLC",
      "name_as_filed": "TRS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/trs-advisors-llc-fort-worth-tx-283248",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": null,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285850,
      "name": "True Financial Group",
      "name_as_filed": "TRUE FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/true-financial-group-cedar-park-tx-285850",
      "city": "Cedar Park",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116048,
      "name": "True North Advisors, LLC",
      "name_as_filed": "TRUE NORTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/true-north-advisors-llc-dallas-tx-116048",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 20,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285231,
      "name": "True Wealth Venture Capital, LLC",
      "name_as_filed": "TRUE WEALTH VENTURE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/true-wealth-venture-capital-llc-austin-tx-285231",
      "city": "Austin",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 157508,
      "name": "Trust Advisors, Inc.",
      "name_as_filed": "TRUST ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/trust-advisors-inc-houston-tx-157508",
      "city": "Houston",
      "state": "TX",
      "years_registered": 15,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147379,
      "name": "Trust Asset Management LLC",
      "name_as_filed": "TRUST ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/trust-asset-management-llc-houston-tx-147379",
      "city": "Houston",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297276,
      "name": "Trust Ventures Capital, LLC",
      "name_as_filed": "TRUST VENTURES CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/trust-ventures-capital-llc-austin-tx-297276",
      "city": "Austin",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 341366,
      "name": "Trustventures, LLC",
      "name_as_filed": "TRUSTVENTURES, LLC",
      "url": "https://advisorcensus.com/firm/trustventures-llc-austin-tx-341366",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 331821,
      "name": "Truvize Financial Planning",
      "name_as_filed": "TRUVIZE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/truvize-financial-planning-el-paso-tx-331821",
      "city": "El Paso",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323123,
      "name": "TSA Wealth Management",
      "name_as_filed": "TSA WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/tsa-wealth-management-houston-tx-323123",
      "city": "Houston",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331528,
      "name": "TTFCM LLC",
      "name_as_filed": "TTFCM LLC",
      "url": "https://advisorcensus.com/firm/ttfcm-llc-plano-tx-331528",
      "city": "Plano",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 291856,
      "name": "Tubreauxs Wealth & Legacy Solutions",
      "name_as_filed": "TUBREAUXS WEALTH & LEGACY SOLUTIONS",
      "url": "https://advisorcensus.com/firm/tubreauxs-wealth-and-legacy-solutions-jasper-tx-291856",
      "city": "Jasper",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131630,
      "name": "Tugar Capital Management, L.P.",
      "name_as_filed": "TUGAR CAPITAL MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/tugar-capital-management-l-p-dallas-tx-131630",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 124177,
      "name": "Tuggle & Russell, L.L.C.",
      "name_as_filed": "TUGGLE & RUSSELL, L.L.C.",
      "url": "https://advisorcensus.com/firm/tuggle-and-russell-l-l-c-richardson-tx-124177",
      "city": "Richardson",
      "state": "TX",
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169843,
      "name": "Turnbridge Capital, LLC",
      "name_as_filed": "TURNBRIDGE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/turnbridge-capital-llc-little-elm-tx-169843",
      "city": "Little Elm",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146134,
      "name": "Turner Capital Investments, LLC",
      "name_as_filed": "TURNER CAPITAL INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/turner-capital-investments-llc-austin-tx-146134",
      "city": "Austin",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140212,
      "name": "Turtle Creek Trust",
      "name_as_filed": "TURTLE CREEK TRUST",
      "url": "https://advisorcensus.com/firm/turtle-creek-trust-dallas-tx-140212",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322998,
      "name": "Turtle Creek Wealth Advisors, LLC",
      "name_as_filed": "TURTLE CREEK WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/turtle-creek-wealth-advisors-llc-dallas-tx-322998",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142312,
      "name": "Turtle Creek Wealthcare",
      "name_as_filed": "TURTLE CREEK WEALTHCARE",
      "url": "https://advisorcensus.com/firm/turtle-creek-wealthcare-dallas-tx-142312",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300005,
      "name": "Tusker Wealth Management, LLC",
      "name_as_filed": "TUSKER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/tusker-wealth-management-llc-300005",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298052,
      "name": "Tuyyo Planning Group",
      "name_as_filed": "TUYYO PLANNING GROUP",
      "url": "https://advisorcensus.com/firm/tuyyo-planning-group-298052",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289885,
      "name": "Twin Oaks Fund Management, LLC",
      "name_as_filed": "TWIN OAKS FUND MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/twin-oaks-fund-management-llc-dallas-tx-289885",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 328637,
      "name": "Twin Springs Capital, LLC",
      "name_as_filed": "TWIN SPRINGS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/twin-springs-capital-llc-austin-tx-328637",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 149548,
      "name": "Twin Tree Management, LP",
      "name_as_filed": "TWIN TREE MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/twin-tree-management-lp-dallas-tx-149548",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300859,
      "name": "Two Pillars Asset Management",
      "name_as_filed": "TWO PILLARS ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/two-pillars-asset-management-frisco-tx-300859",
      "city": "Frisco",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329989,
      "name": "Twoten Planning, PLLC",
      "name_as_filed": "TWOTEN PLANNING, PLLC",
      "url": "https://advisorcensus.com/firm/twoten-planning-pllc-329989",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160388,
      "name": "Txre Advisers, LLC",
      "name_as_filed": "TXRE ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/txre-advisers-llc-dallas-tx-160388",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111097,
      "name": "U.S. Global Investors, Inc.",
      "name_as_filed": "U.S. GLOBAL INVESTORS, INC.",
      "url": "https://advisorcensus.com/firm/u-s-global-investors-inc-san-antonio-tx-111097",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 58,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156162,
      "name": "Ujjval Investments, LLC",
      "name_as_filed": "UJJVAL INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/ujjval-investments-llc-156162",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331344,
      "name": "Ultranative, LLC",
      "name_as_filed": "ULTRANATIVE, LLC",
      "url": "https://advisorcensus.com/firm/ultranative-llc-austin-tx-331344",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 336415,
      "name": "Umatiya Investment Group Fund 1 LP",
      "name_as_filed": "UMATIYA INVESTMENT GROUP FUND 1 LP",
      "url": "https://advisorcensus.com/firm/umatiya-investment-group-fund-1-lp-austin-tx-336415",
      "city": "Austin",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 340680,
      "name": "Umatiya Investment Group LLC",
      "name_as_filed": "UMATIYA INVESTMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/umatiya-investment-group-llc-austin-tx-340680",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 306608,
      "name": "Umbono Commodity Fund Management, LLC",
      "name_as_filed": "UMBONO COMMODITY FUND MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/umbono-commodity-fund-management-llc-the-woodlands-tx-306608",
      "city": "The Woodlands",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 297719,
      "name": "Unbounded Capital LLC",
      "name_as_filed": "UNBOUNDED CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/unbounded-capital-llc-austin-tx-297719",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 329219,
      "name": "Unicorn Management, LLC",
      "name_as_filed": "UNICORN MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/unicorn-management-llc-austin-tx-329219",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 328842,
      "name": "Unifimoney RIA",
      "name_as_filed": "UNIFIMONEY RIA",
      "url": "https://advisorcensus.com/firm/unifimoney-ria-austin-tx-328842",
      "city": "Austin",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166667,
      "name": "Uniplan Financial Investments Inc.",
      "name_as_filed": "UNIPLAN FINANCIAL INVESTMENTS INC.",
      "url": "https://advisorcensus.com/firm/uniplan-financial-investments-inc-dallas-tx-166667",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331564,
      "name": "Unitas Partners LLC",
      "name_as_filed": "UNITAS PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/unitas-partners-llc-austin-tx-331564",
      "city": "Austin",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147350,
      "name": "United Advisors America",
      "name_as_filed": "UNITED ADVISORS AMERICA",
      "url": "https://advisorcensus.com/firm/united-advisors-america-prosper-tx-147350",
      "city": "Prosper",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134600,
      "name": "United Capital Financial Advisors",
      "name_as_filed": "UNITED CAPITAL FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/united-capital-financial-advisors-irving-tx-134600",
      "city": "Irving",
      "state": "TX",
      "years_registered": 21,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322847,
      "name": "Unity Partners",
      "name_as_filed": "UNITY PARTNERS",
      "url": "https://advisorcensus.com/firm/unity-partners-dallas-tx-322847",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342664,
      "name": "UPP Management, LP",
      "name_as_filed": "UPP MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/upp-management-lp-houston-tx-342664",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292010,
      "name": "Upspring Capital LLC",
      "name_as_filed": "UPSPRING CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/upspring-capital-llc-dallas-tx-292010",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324250,
      "name": "Uptick Partners, LLC",
      "name_as_filed": "UPTICK PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/uptick-partners-llc-nacogdoches-tx-324250",
      "city": "Nacogdoches",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171401,
      "name": "Uptown Capital Advisors",
      "name_as_filed": "UPTOWN CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/uptown-capital-advisors-dallas-tx-171401",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167491,
      "name": "Urban Fund Management, LLC",
      "name_as_filed": "URBAN FUND MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/urban-fund-management-llc-plano-tx-167491",
      "city": "Plano",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117979,
      "name": "US 1st Wealth Management",
      "name_as_filed": "US 1ST WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/us-1st-wealth-management-kingwood-tx-117979",
      "city": "Kingwood",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "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"
  }
}
