This week, we're highlighting top performers in Texas
RIA Pulse Local Standouts: Texas
Each week we give props to high-performing RIA firms of all different sizes in a particular state, selecting a handful of standout firms that perform well across a number of industry benchmarks.
This week, we're highlighting top performers in Texas:
All percentiles listed below are relative to firms within the given AUM Band and State. Complete industry benchmarks across all peer groups and locations can be found at riapulse.com.
Under $250M AUM
1. HALCYON GLOBAL ADVISORS (DALLAS, TX) Standout metrics: Client To Advisor Ratio (97th percentile), AUM Per Advisor (96th percentile), Accounts Per Employee (96th percentile)
2. LUMMIS ASSET MANAGEMENT, L.P. (FORT WORTH, TX) Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (99th percentile), Average AUM Per Client (96th percentile)
3. FORTHRIGHT FAMILY WEALTH ADVISORY LLC (HOUSTON, TX) Standout metrics: AUM Per Advisor (98th percentile), Average AUM Per Client (93th percentile), AUM Per Employee (92th percentile)
4. PMG FAMILY OFFICE, LLC (PLANO, TX) Standout metrics: AUM Per Employee (97th percentile), Accounts Per Employee (97th percentile), AUM Per Advisor (89th percentile)
5. PROVIDENT FINANCIAL PLANNING, LLC (PLANO, TX) Standout metrics: Accounts Per Client (98th percentile), AUM Per Advisor (94th percentile), AUM Per Employee (86th percentile)
6. HARTMANN TAYLOR WEALTH MANAGEMENT, LLC (DALLAS, TX) Standout metrics: Accounts Per Client (100th percentile), AUM Per Employee (99th percentile), AUM Per Advisor (97th percentile)
7. CHARIS LEGACY PARTNERS (BRYAN, TX) Standout metrics: AUM Per Employee (95th percentile), Accounts Per Employee (89th percentile), AUM Per Advisor (86th percentile)
8. VANNOY ADVISORY GROUP, INC. (AUSTIN, TX) Standout metrics: Accounts Per Client (97th percentile), AUM Per Advisor (92th percentile), Average AUM Per Client (85th percentile)
9. TEVIS INVESTMENT MANAGEMENT, LLC (PLANO, TX) Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (99th percentile), Client To Advisor Ratio (97th percentile)
10. STEGENT EQUITY ADVISORS INC. (HOUSTON, TX) Standout metrics: AUM Per Employee (93th percentile), Accounts Per Client (91th percentile), Accounts Per Employee (87th percentile)
$250M to $500M AUM
1. BEACON FINANCIAL ADVISORS LTD (HOUSTON, TX) Standout metrics: Accounts Per Employee (98th percentile), AUM Per Advisor (96th percentile), AUM Per Employee (93th percentile)
2. ORSER CAPITAL MANAGEMENT LLC (SOUTHLAKE, TX) Standout metrics: AUM Per Advisor (95th percentile), Client To Advisor Ratio (95th percentile), AUM Per Employee (92th percentile)
3. WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC (THE WOODLANDS, TX) Standout metrics: Average AUM Per Client (97th percentile), AUM Per Advisor (96th percentile), AUM Per Employee (93th percentile)
4. CARGILE INVESTMENT MANAGEMENT (MIDLAND, TX) Standout metrics: AUM Per Advisor (99th percentile), Client To Advisor Ratio (97th percentile), AUM Per Employee (89th percentile)
5. SCHULZ WEALTH, LTD. (MANSFIELD, TX) Standout metrics: Accounts Per Employee (91th percentile), AUM Per Advisor (87th percentile), AUM Per Employee (87th percentile)
6. THE MENARD FINANCIAL GROUP, LLC (HOUSTON, TX) Standout metrics: AUM Per Advisor (91th percentile), AUM Per Employee (91th percentile), Average AUM Per Client (84th percentile)
7. TITAN RETIREMENT ADVISORS LLC (FULSHEAR, TX) Standout metrics: AUM Per Employee (99th percentile), Client To Advisor Ratio (96th percentile), AUM Per Advisor (90th percentile)
8. MCDONALD CAPITAL MANAGEMENT (LUBBOCK, TX) Standout metrics: AUM Per Employee (94th percentile), Accounts Per Employee (91th percentile), AUM Per Advisor (79th percentile)
9. FOCUS WEALTH ADVISORS, LLC (HOUSTON, TX) Standout metrics: AUM Per Advisor (94th percentile), Client To Advisor Ratio (88th percentile), Accounts Per Client (77th percentile)
10. HORIZON WEALTH ADVISORS (HOUSTON, TX) Standout metrics: Accounts Per Client (96th percentile), Accounts Per Employee (83th percentile)
$500M to $1B AUM
1. MADDEN ASSET MANAGEMENT (DALLAS, TX) Standout metrics: AUM Per Advisor (100th percentile), Accounts Per Employee (98th percentile), Average AUM Per Client (89th percentile)
2. CFM WEALTH PARTNERS LLC (AUSTIN, TX) Standout metrics: AUM Per Advisor (99th percentile), AUM Per Employee (97th percentile), Client To Advisor Ratio (92th percentile)
3. ST. JAMES INVESTMENT COMPANY, LLC (SOUTHLAKE, TX) Standout metrics: Accounts Per Client (99th percentile), AUM Per Advisor (97th percentile), Client To Advisor Ratio (91th percentile)
4. HARRELL INVESTMENT PARTNERS, LLC (AUSTIN, TX) Standout metrics: Accounts Per Client (93th percentile), AUM Per Advisor (84th percentile), AUM Per Employee (83th percentile)
5. GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES (ARLINGTON, TX) Standout metrics: Accounts Per Client (87th percentile), AUM Per Employee (80th percentile), Accounts Per Employee (79th percentile)
6. PATTON WEALTH ADVISORS (DALLAS, TX) Standout metrics: Accounts Per Employee (100th percentile), Client To Advisor Ratio (93th percentile), AUM Per Account (90th percentile)
7. OPTIMA ASSET MANAGEMENT INC (DALLAS, TX) Standout metrics: AUM Per Advisor (98th percentile), Average AUM Per Client (88th percentile), AUM Per Account (87th percentile)
8. CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC (THE WOODLANDS, TX) Standout metrics: AUM Per Employee (86th percentile), Accounts Per Employee (82th percentile), Client To Advisor Ratio (81th percentile)
9. ERGUZ, LLC (THE WOODLANDS, TX) Standout metrics: Average AUM Per Client (100th percentile), AUM Per Account (95th percentile), Accounts Per Client (77th percentile)
10. SCOTT & SELBER, INC. CAPITAL MANAGEMENT (HOUSTON, TX) Standout metrics: Client To Advisor Ratio (98th percentile), AUM Per Advisor (96th percentile), AUM Per Employee (92th percentile)
$1B to $5B AUM
1. APEXIUM FINANCIAL LP (DALLAS, TX) Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (96th percentile), Accounts Per Employee (90th percentile)
2. ADELL HARRIMAN & CARPENTER (HOUSTON, TX) Standout metrics: Client To Advisor Ratio (100th percentile), AUM Per Advisor (98th percentile), Accounts Per Employee (91th percentile)
3. SATHER FINANCIAL GROUP, INC. (VICTORIA, TX) Standout metrics: AUM Per Employee (99th percentile), Accounts Per Employee (89th percentile), AUM Per Advisor (82th percentile)
4. REQUISITE CAPITAL MANAGEMENT LLC (DALLAS, TX) Standout metrics: AUM Per Employee (95th percentile), AUM Per Advisor (93th percentile), Average AUM Per Client (91th percentile)
5. KINGS PATH PARTNERS LLC (SUGAR LAND, TX) Standout metrics: AUM Per Advisor (95th percentile), AUM Per Employee (91th percentile), Average AUM Per Client (87th percentile)
6. WARWICK PARTNERS (BRYAN, TX) Standout metrics: AUM Per Employee (98th percentile), Average AUM Per Client (90th percentile), Accounts Per Client (89th percentile)
7. SEGMENT WEALTH MANAGEMENT, LLC (HOUSTON, TX) Standout metrics: Accounts Per Client (98th percentile), Average AUM Per Client (86th percentile), AUM Per Employee (83th percentile)
8. OXBOW ADVISORS, LLC (AUSTIN, TX) Standout metrics: AUM Per Employee (87th percentile), AUM Per Advisor (80th percentile)
9. CALLAHAN ADVISORS, LLC (HOUSTON, TX) Standout metrics: Accounts Per Employee (80th percentile), AUM Per Advisor (78th percentile), AUM Per Employee (78th percentile)
10. YCG, LLC (AUSTIN, TX) Standout metrics: AUM Per Advisor (100th percentile), AUM Per Employee (93th percentile), AUM Per Account (89th percentile)
Over $5B AUM
1. AMERICANA PARTNERS, LLC (HOUSTON, TX) Standout metrics: Accounts Per Client (100th percentile), AUM Per Advisor (92th percentile), AUM Per Employee (92th percentile)
2. FISHER INVESTMENTS (PLANO, TX) Standout metrics: Accounts Per Client (88th percentile), AUM Per Advisor (85th percentile), AUM Per Employee (77th percentile)
3. UNITED CAPITAL FINANCIAL ADVISORS (IRVING, TX) Standout metrics: Client To Advisor Ratio (100th percentile), Accounts Per Employee (94th percentile), AUM Per Advisor (77th percentile)
4. SENDERO WEALTH MANAGEMENT, LLC (SAN ANTONIO, TX) Standout metrics: AUM Per Advisor (100th percentile), AUM Per Employee (100th percentile), Average AUM Per Client (89th percentile)
5. FAYEZ SAROFIM & CO. (HOUSTON, TX) Standout metrics: Client To Advisor Ratio (94th percentile), AUM Per Account (89th percentile), Average AUM Per Client (78th percentile)
Want to see how your firm stacks up? RIA Pulse provides comprehensive peer benchmarking and analytics for RIA firms across all AUM bands and geographic regions.
