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Financial advisory firms
in Texas.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

5,283 financial advisors1,021 advisory firms84 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

1,021 advisory firmsCompare public facts. Verify experience directly.
5,283 financial advisors1,021 advisory firms84 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

1836 ASSET MANAGEMENT, LLCCRD 313389

Advisory firm

Filed advisory firm office: Garland, TX

Filed firm type: Registered

High net worth individualsOther: ADMINISTRATIVE SERVICESPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1876 PARTNERS, LPCRD 329053

Advisory firm

Filed advisory firm office: Tomball, TX

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1900 WEALTHCRD 175346

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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327 CAPITAL PARTNERS, LLCCRD 313414

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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3B CAPITAL MANAGEMENT, LPCRD 300098

Advisory firm

Filed advisory firm office: Dallas, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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49 FINANCIALCRD 319484

Advisory firm

Filed advisory firm office: Austin, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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59 NORTH CAPITAL MANAGEMENT, LPCRD 300258

Advisory firm

Filed advisory firm office: Houston, TX

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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818 FAMILY OFFICE, LLCCRD 339082

Advisory firm

Filed advisory firm office: Austin, TX

Filed firm type: Registered

Financial planningOther: FRACTIONAL FAMILY OFFICE SERVICES/OCIO SERVICESPension consulting servicesPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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9823 CAPITAL, LPCRD 324329

Advisory firm

Filed advisory firm office: Dallas, TX

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsPooled investment vehicles (other than ICs)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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994 GROUPCRD 289923

Advisory firm

Filed advisory firm office: Austin, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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A SLING & A STONE, INCORPORATEDCRD 134943

Advisory firm

Filed advisory firm office: Burnet, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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A3 CAPITAL ADVISORSCRD 338956

Advisory firm

Filed advisory firm office: Houston, TX

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsOther: CONSULTING SERVICESPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AB PRIVATE CREDIT INVESTORS LLCCRD 173027

Advisory firm

Filed advisory firm office: Austin, TX

Filed firm type: Registered

Business development companiesCorporations or other businessesInsurance companiesPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABRAHAM TRADING COMPANYCRD 315318

Advisory firm

Filed advisory firm office: Canadian, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ABUNDO WEALTHCRD 304612

Advisory firm

Filed advisory firm office: Houston, TX

Filed firm type: Registered

Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACACIA PARTNERS, LLCCRD 281887

Advisory firm

Filed advisory firm office: Austin, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ACADEMY CAPITAL MANAGEMENTCRD 105008

Advisory firm

Filed advisory firm office: Waco, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACKERMAN CAPITAL MANAGEMENTCRD 123824

Advisory firm

Filed advisory firm office: Dallas, TX

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACRUENCE CAPITAL, LLCCRD 305482

Advisory firm

Filed advisory firm office: Dallas, TX

Filed firm type: Registered

Investment companiesPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for investment companies (including mutual funds) and/or business development companiesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
ACT WEALTH MANAGEMENT, LLCCRD 155131

Advisory firm

Filed advisory firm office: Allen, TX

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension consulting servicesPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

How to choose a financial advisor

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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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