Top 10 financial advisors in Texas
We've curated a list of the best financial advisors in Texas, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $192,398,103,714 Number of advisors 3349 advisors | |||
| 2 | Assets under management $33,021,084,327 Number of advisors 109 advisors | |||
| 3 | Assets under management $29,871,782,000 Number of advisors 300 advisors | |||
| 4 | Assets under management $28,705,122,113 Number of advisors 51 advisors | |||
| 5 | Assets under management $26,386,074,493 Number of advisors 97 advisors | |||
| 6 | Assets under management $23,363,189,233 Number of advisors 2433 advisors | |||
| 7 | Assets under management $12,856,292,060 Number of advisors 17 advisors | |||
| 8 | Assets under management $12,133,696,391 Number of advisors 307 advisors | |||
| 9 | Assets under management $11,681,557,308 Number of advisors 105 advisors | |||
| 10 | Assets under management $7,424,997,101 Number of advisors 122 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Texas, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Fisher Investments
Fisher Investments is a privately held limited liability company founded in 1979, registered with the SEC as an investment adviser. The firm specializes in managing assets for a global client base, including institutional clients, retirement plans, foundations, and high-net-worth individuals. Fisher Investments offers a wide range of equity and fixed income strategies, managed by the Investment Policy Committee. The firm emphasizes a culture of ethics, transparency, and fiduciary duty to prioritize client interests. For Institutional Group clients, Fisher Investments provides discretionary management services with various strategies, including Global Equity, Emerging Markets Equity, and US Total Return. The firm's fee structure varies by strategy, with management fees ranging from 0.34% to 1.60% annually based on the type of investment. Fisher Investments manages over $192 billion in discretionary client assets as of March 31, 2023. Clients have the option to grant Fisher Investments discretionary authority for trading, allowing the firm to make investment decisions on their behalf. The firm also has a Code of Ethics in place to prevent conflicts of interest and ensure fair treatment of clients. Fisher Investments engages in periodic reviews of client accounts and provides regular reports to keep clients informed about their investments. The firm also offers proxy voting services and fair valuation practices for illiquid securities.
$192,398,103,714 under management
3349 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Portfolio Assessment
Jasper Ridge Partners, L.p.
Jasper Ridge Partners, L.P. is a wealth advisor and asset management firm established in Fort Worth, TX. As of December 31, 2024, the firm managed approximately $40.1 billion, primarily on a discretionary basis. They offer tailored advisory services to individuals and institutions through Private Investment Vehicles, Pooled Funds, and comprehensive wealth management services. The firm's investment strategies include a mix of U.S. and foreign securities, traditional and alternative asset classes, and hedging transactions. Jasper Ridge Partners charges management fees based on a percentage of assets held in Client accounts and may also charge performance fees. The firm has implemented procedures to mitigate conflicts of interest related to performance-based fees and side-by-side management. Clients include Private Investment Vehicles, Pooled Funds, and individuals receiving wealth management services. The firm monitors Client accounts regularly, follows a Proxy Voting Policy, and has custody of some Client assets. Jasper Ridge Partners has no disciplinary events and provides detailed information on fees, compensation, brokerage practices, and financial industry activities in their brochure.
$33,021,084,327 under management
109 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES
Services offered
Financial Planning Services
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Portfolio Management For Private Investment Vehicles
Kayne Anderson Capital Advisors Lp
Kayne Anderson Capital Advisors Lp is a financial advisory firm based in Houston, Texas. It currently has approximately $29,871,782,000 of assets under management and employs about 300 people. Kayne Anderson Capital Advisors Lp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$29,871,782,000 under management
300 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Fayez Sarofim & Co.
Fayez Sarofim & Co. is a financial advisory firm based in Houston, Texas. It currently has approximately $28,705,122,113 of assets under management and employs about 51 people. Fayez Sarofim & Co. uses a fee structure of and a percentage of assets under your management.
$28,705,122,113 under management
51 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Luther King Capital Management Corporation
Luther King Capital Management Corporation is a financial advisory firm based in Fort Worth, Texas. It currently has approximately $26,386,074,493 of assets under management and employs about 97 people. Luther King Capital Management Corporation uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$26,386,074,493 under management
97 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Investment Consulting Services/non-discretionary Investment Advice
Avantax Advisory Services
Avantax Advisory Services is a financial advisory firm based in Dallas, Texas. It currently has approximately $23,363,189,233 of assets under management and employs about 2433 people. Avantax Advisory Services uses a fee structure of a percentage of assets under your management, fixed fees and solicitor fees.
$23,363,189,233 under management
2433 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SOLICITOR FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Solicitor Referral Services To Third-party Investment Managers; Participant Enrollment Meetings
Leafhouse Financial Advisors, LLC
LeafHouse Financial Advisors, LLC, established in 2009, is a registered investment adviser specializing in providing investment advisory services to individuals, high net worth individuals, businesses, retirement plans, and other financial professionals. The firm acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. Services offered include financial planning services on a limited and selective basis, investment advisory services, and retirement plan services. LeafHouse offers a range of services, including investment policy statement creation, investment selection and implementation, and investment monitoring and maintenance. The firm's fee structure varies based on the services provided, ranging from 0.25% to 2.00% for investment advisory services. LeafHouse does not charge performance-based fees and does not manage proprietary wrap fee programs. The firm does not receive commissions for transactions and does not engage in soft dollar programs. LeafHouse recommends TradePMR as a custodian for non-retirement plan clients. The firm does not have custody of client accounts and does not accept proxy-voting responsibility. LeafHouse has no financial situations that would impair its ability to meet obligations to clients. For more information, visit www.leafhouse.com or contact (512) 879-1505.
$12,856,292,060 under management
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
United Capital Financial Advisors
United Capital Financial Advisors is a financial advisory firm based in Irving, Texas. It currently has approximately $12,133,696,391 of assets under management and employs about 307 people. United Capital Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$12,133,696,391 under management
307 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Sub-adviser For Other Investment Advisers
Westwood Management Corp
Westwood Management Corp is a financial advisory firm based in Dallas, Texas. It currently has approximately $11,681,557,308 of assets under management and employs about 105 people. Westwood Management Corp uses a fee structure of a percentage of assets under your management and performance-based fees.
$11,681,557,308 under management
105 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Model Portfolio Advice And Licensing
Tolleson Private Wealth Management
Tolleson Private Wealth Management is a financial advisory firm based in Dallas, Texas. It currently has approximately $7,424,997,101 of assets under management and employs about 122 people. Tolleson Private Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$7,424,997,101 under management
122 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Investment Due Diligence And Monitoring
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Texas, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Texas
AbileneAddisonAllenAmarilloArgyleArlingtonAustinBeaumontBedfordBellaireBoerneBryanCedar ParkColleyvilleConroeCoppellCorpus ChristiDallasDentonEl PasoFlower MoundFort WorthFriendswoodFriscoFt. WorthFulshearGalvestonGrand PrairieGrapevineHoustonHurstIrvingKatyKerrvilleKingwoodLakewayLaredoLewisvilleLubbockMansfieldMarble FallsMckinneyMidlandNacogdochesNew BraunfelsNorth Richland HillsPearlandPlanoProsperRichardsonRound RockSan AntonioSouthlakeSpringStaffordSugar LandThe WoodlandsTomballTylerWest Lake HillsWichita FallsIt's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.