| No. | Company Name/Website | Address | Most Recent ADV Filing Date | Most Recent Assets Managed | Total Accounts | Investment Advisory Employees | Top Local Executive and Title |
|---|---|---|---|---|---|---|---|
| 1 | TPG Global Advisors tpg.com | 301 Commerce Street, Ste. 3300 Fort Worth, TX 76102 | 04/29/2026 | $309 billion | 394 | 1,798 | Jon Winkelried, CEO/Director |
| 2 | Jasper Ridge Partners, L.P. jasperridge.com | 201 Main Street, Ste. 1000 Fort Worth, TX 76102 | 03/31/2026 | $43.0 billion | 67 | 145 | Cori Duncan, CEO/Partner |
| 3 | Luther King Capital Management Corporation lkcm.com | 301 Commerce Street, Ste. 1600 Fort Worth, TX 76102 | 06/27/2025 | $29.1 billion | DND | 73 | J. Luther King Jr., Founder/President |
| 4 | First Command Advisory Services firstcommand.com | 1 Firstcomm Plaza Fort Worth, TX 76109 | 03/27/2026 | $24.4 billion | 113,591 | 1,787 | Mark Steffe, President and CEO |
| 5 | Crescent Real Estate LLC crescent.com | 3230 Camp Bowie Blvd., Ste. 500 Fort Worth, TX 76107 | 03/31/2026 | $5.1 billion | 43 | 113 | Conrad Suszynski, CEO |
| 6 | Summittx Capital, L.P. summittxcapital.com | 201 Main Street, Ste. 1900 Fort Worth, TX 76102 | 04/30/2026 | $3.4 billion | DND | 80 | Caroline Cooley, CEO/Co-CIO, and Neilson Arbour, Co-CIO |
| 7 | Gauge Capital gaugecapital.com | 1256 Main Street, Ste. 256 Southlake, TX 76092 | 03/31/2026 | $3.4 billion | 10 | 67 | Tom McKelvey, Co-Founder/Managing Partner; Drew Johnson, Co-Founder/Managing Partner |
| 8 | Leo Wealth, LLC leowealth.com | 860 Airport Freeway, Ste. 402 Hurst, TX 76054 | 03/17/2026 | $3.2 billion | 5,195 | 43 | Jessica Cutrera, Harmen Overdijk, Co-CEOs |
| 9 | Tailwind Advisors tailwindadvisors.com | 1320 S. University Drive, Ste. 701 Fort Worth, TX 76107 | 03/24/2026 | $1.7 billion | 21 | 12 | John Batton, CIO/Principal |
| 10 | WPWealth LLP wpwealth.com | 640 Taylor Street, Ste. 2200 Fort Worth, TX 76102 | 03/30/2026 | $1.2 billion | 1,622 | 14 | Bill Weston, Bryan McClune, Partners |
| 11 | Holt Capital Partners, L.P. holtcap.com | 301 Commerce Street, Ste. 1430 Fort Worth, TX 76102 | 03/26/2026 | $1.1 billion | 142 | 6 | Robert M. Holt Jr., Managing Partner, Co-CEO |
| 12 | Rogers Wealth Group, Inc. rogers401k.com | 1330 Summit Avenue Fort Worth, TX 76102 | 03/17/2026 | $1.0 billion | 876 | 21 | Craig Rogers, CEO |
| 13 | Bentoak Capital bentoakcapital.com | 201 Ft. Worth Hwy. Weatherford, TX 76086 | 03/31/2026 | $970 million | 2,039 | 20 | Brandon Garrett, CEO |
| 14 | Baker Financial Services bakerfinancial.net | 1415 West Randol Mill Rd. Arlington, TX 76012 | 02/19/2026 | $909 million | 1,347 | 7 | Gerald Baker, President |
| 15 | Insight Equity Management Company LLC insightequity.com | 1400 Civic Place, Ste. 250 Southlake, TX 76092 | 03/30/2026 | $886 million | 18 | 21 | Ted Beneski, CEO/Managing Partner |
| 16 | Alta Fox Capital Management, LLC altafoxcapital.com | 640 Taylor Street, Ste. 2522 Fort Worth, TX 76102 | 03/31/2026 | $821 million | 2 | 8 | Connor Haley, Managing Member/Founder |
| 17 | Signal Securities, Inc. signalsecurities.com | 700 Throckmorton Fort Worth, TX 76102 | 03/04/2026 | $679 million | 1,920 | 35 | Chris Snow, CEO |
| 18 | St. James Investment Company, LLC stjic.com | 535 S. Kimball Avenue, Ste. 140 Southlake, TX 76092 | 03/02/2026 | $661 million | 1,049 | 6 | Robert J. Mark, Founder |
| 19 | Aspen Wealth Management, LLC aspenwealthmgmt.com | 4200 S. Hulen Street, Ste. 422 Fort Worth, TX 76109 | 04/13/2026 | $658 million | 1,121 | 9 | Helen Stephens, CEO/President |
| 20 | Trinity Investors Fund Advisors, LLC trinityinvestors.com | 2102 E. State Hwy 114, Ste. 300 Southlake, TX 76092 | 04/30/2026 | $607 million | 56 | 4 | Daniel Meader, Sanjay Chandra, Managing Partners |
| 11 | Mills Wealth Advisors, LLC millswealthadvisors.com | 1207 S. White Chapel Blvd., Ste. 150 Southlake, TX 76092 | 03/25/2026 | $549 million | 1,877 | 8 | Michael Mills, Managing Principal |
| 22 | Trinity Portfolio Advisors, LLC trinityportfolio.com | 121 Countryside Court, Ste. 140 Southlake, TX 76092 | 03/27/2026 | $531 million | 1,422 | 13 | John Chalk Jr., Founder |
| 23 | Dean, Jacobson Financial Services deanjacobson.com | 3112 W. 4th St. Fort Worth, TX 76107 | 03/23/2026 | $519 million | 917 | 8 | Jeff Schmeltekopf, Tim Lowry, Jonathan Dumas, Partners |
| 24 | SMH Capital Advisors LLC smhca.com | 4200 S. Hulen Street, Ste. 534 Fort Worth, TX 76109 | 03/19/2026 | $503 million | 171 | 7 | Dwayne Moyers, President |
| 25 | Basin Oil And Gas Management, LP basinfunds.com | 1300 S. University Drive, Ste. 600 Fort Worth, TX 76107 | 03/31/2026 | $493 million | 5 | 8 | Stephen Howard, CEO/President |
| 26 | Ancor Capital Partners ancorcapital.com | 2720 E. State Hwy 114 Southlake, TX 76092 | 03/30/2026 | $458 million | 12 | 9 | Randy Keene, Tim McKibben, Founding Partners |
| 27 | Schulz Wealth, Ltd. schulzwealth.com | 560 N. Walnut Creek, Ste. 120 Mansfield, TX 76063 | 02/25/2026 | $438 million | 614 | 3 | Robert Schulz, President |
| 28 | SWMG, LLC strittmatterwealth.com | 3343 Locke Avenue, Ste. 107 Fort Worth, TX 76107 | 03/27/2026 | $430 million | 1,652 | 19 | Josh Strittmatter, CEO/CIO |
| 29 | Point Bridge Capital, LLC pointbridgecapital.com | 300 Throckmorton Street, Ste. 1550 Fort Worth, TX 76102 | 03/26/2026 | $420 million | 68 | 2 | Hal Lambert, Founder/CEO |
| 30 | Vortus Investment Advisors, LLC vortus.com | 407 Throckmorton Street, Ste. 560 Fort Worth, TX 76102 | 04/24/2026 | $412 million | 6 | 6 | Jeffrey Miller, Managing Partner |
| 31 | HighPeak Energy Management, LLC highpeakeneregy.com | 421 W. 3rd Street, Ste. 1000 Fort Worth, TX 76102 | 03/23/2026 | $392 million | 2 | 3 | Michael Hollis, CEO |
| 32 | Rhodes Securities, Inc. rhodessecurities.com | 306 W. 7th Street, Ste. 1000 Fort Worth, TX 76102 | 10/10/2025 | $376 million | 815 | 9 | Gordon Rhodes, CEO |
| 33 | Aspenridge Wealth Advisors aspenridgewealthadvisors.com | 9800 Hillwood Parkway, Ste. 180 Fort Worth, TX 76177 | 02/17/2026 | $375 million | 1437 | 7 | Nicholas Godfrey, CEO |
| 34 | Overridge Wealth Advisors overridgewealth.com | 6300 Ridglea Place, Ste. 1020 Fort Worth, TX 76116 | 04/29/2026 | $368 million | 1,401 | 10 | Andy Heinz, CEO/President |
| 35 | Tl Private Wealth tlprivatewealth.com | 165 S. Kimball Avenue, Ste. 120 Southlake, TX 76092 | 03/31/2026 | $364 million | 682 | 4 | Dustin Tondre, Brad Little, Managing Partners |
| 36 | Shelton Wealth Management, LLC sheltonwealth.com | 100 Throckmorton Street, Ste. 300 Fort Worth, TX 76102 | 06/27/2025 | $364 million | 477 | 4 | Keith Shelton, Co-Founder/Senior Managing Director |
| 37 | Heritage Retirement Advisors, LLC heritage-retirement.com | 607 Cheek Sparger Road, Ste. 150 Colleyville, TX 76034 | 03/27/2026 | $351 million | 349 | 3 | Greg Hutto, Founder |
| 38 | Michels Family Financial, LLC michelsfamilyfinancial.com | 6000 Western Place, Ste. 380 Fort Worth, TX 76107 | 03/31/2026 | $348 million | 1,391 | 8 | Nick Michels, Founder |
| 39 | Asset Preservation Group Inc. apg-advisors.com | 2750 William D. Tate Avenue, Ste. 100 Grapevine, TX 76051 | 04/30/2026 | $321 million | 1,179 | 4 | Michael Franklin, Russell Billingsley, Co-Presidents |
| 40 | Openair Financial, LLC openairfinancial.com | 280 Miron Drive Southlake, TX 76092 | 03/31/2026 | $318 million | 1,212 | 7 | Stewart Fields, Managing Partner |
| 41 | Orser Capital Management LLC orsercapitalmanagement.com | 566 N. Kimball Avenue, Ste. 100 Southlake, TX 76092 | 03/17/2026 | $290 million | 345 | 2 | William Orser, Principal |
| 42 | Rivercrest Capital Management LLC rivercrestcap.com | 777 Taylor Street, Ste. 810 Fort Worth, TX 76102 | 03/24/2026 | $286 million | 3 | 21 | Matthew Daly, Principal |
| 43 | Planguide Financial planguidefinancial.com | 180 State Street, Ste. 225 Southlake, TX 76092 | 03/30/2026 | $277 million | 9 | 2 | Sumit Guladi, President |
| 44 | Berry Wealth Services berrywg.com | 920 Whitehead Drive Granbury, TX 76048 | 03/26/2026 | $275 million | 938 | 6 | Michelle Berry, Owner |
| 45 | Nolet Wealth Management, LLC noletwealth.com | 306 W. 7th Street, Ste. 640 Fort Worth, TX 76102 | 03/17/2026 | $273 million | 40 | 4 | David Nolet, CEO |