Texas hosts a robust asset management industry, focusing on investment strategies that address the needs of various clients. These firms range from independent advisers to large financial institutions, collectively managing sizable amounts of capital across public and private markets. They typically offer investment funds, portfolio management services, and personalized financial advice. As ESG considerations gain traction, many firms are adapting their strategies to meet client preferences for sustainable practices. The industry's direction holds promise, with the rise of technology driving innovation in investment tactics and customer engagement, shaping a dynamic future for asset management.

The following list features 23 asset management companies located throughout Texas, varying significantly in size, clientele, and specialization. These firms have been established since the late 1970s through the 2000s, with headquarters in prominent cities like Dallas, Austin, and Houston. Ranging from small teams with less than 50 employees to larger firms with thousands, they collectively represent a significant segment of the state’s financial services landscape. Their offerings span traditional equity investments, fixed-income portfolios, and advisory services, designed to cater to individual, institutional, and corporate clients alike.

Continue reading to discover the top asset management companies in Texas.

Top 23 Asset Management Companies Companies in Texas

1. Dimensional Fund Advisors

• Website: dimensional.com
• Ownership type: Private
• Headquarters: Austin, Texas, United States (USA)
• Employee distribution: United States (USA) 75%, United Kingdom (UK) 10%, Australia 9%, Other 5%
• Founded year: 1981
• Headcount: 1001-5000
• LinkedIn: dimensional-fund-advisors

Dimensional Fund Advisors, L.P. is an investment management firm based in Austin, Texas, founded in 1981. The company specializes in providing a variety of investment products, including mutual funds and exchange-traded funds (ETFs). Dimensional serves a wide array of clients, including individual investors, institutions, and financial advisors, helping them manage their investment portfolios through strategies grounded in financial science and empirical research. The firm is known for its systematic approach to investing, which is informed by decades of academic research. With a workforce of over 1,700 employees, Dimensional has a significant presence in the asset management industry, with a notable distribution of employees across the United States, the United Kingdom, and Australia. Their focus on evidence-based investment strategies and commitment to ongoing research contribute to their reputation as a respected firm in the asset management sector.

2. Luther King Capital Management

• Website: lkcm.com
• Ownership type: Private
• Headquarters: Fort Worth, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1979
• Headcount: 51-200
• LinkedIn: luther-king-capital-management

Luther King Capital Management (LKCM) is an investment management firm based in Fort Worth, Texas, founded in 1979 by J. Luther King, Jr. The firm specializes in providing investment management services to high net worth individuals, foundations, endowments, pension plans, and trusts. With a dedicated team of 102 employees, including 70 investment professionals, LKCM emphasizes a comprehensive investment approach that integrates proprietary research capabilities. As of June 30, 2024, the firm manages approximately $27.8 billion in assets, showcasing its substantial footprint in the asset management industry. LKCM also offers a range of mutual funds, including the LKCM Small Cap Equity Fund and the LKCM Aquinas Catholic Equity Fund, further diversifying its investment offerings. The firm is committed to mentoring the next generation of finance professionals through its internship program, which has successfully guided many students into careers in investment management.

3. American Beacon Advisors

• Website: americanbeaconadvisors.com
• Ownership type: Private Equity
• Headquarters: Irving, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: May 2015
• Founded year: 1986
• Headcount: 51-200
• LinkedIn: american-beacon-advisors

American Beacon Advisors, based in Irving, Texas, is an investment management firm that has been operational since 1986. The company offers a variety of financial products, including exchange-traded funds (ETFs), mutual funds, and separate account management services. They serve a wide range of clients, from corporate and institutional investors to individual clients, showcasing their adaptability in meeting different investment needs. American Beacon operates under a 'manager of managers' model, which involves collaborating with various sub-advisors to optimize investment strategies across different asset classes. This approach not only enhances their investment offerings but also reflects their commitment to achieving long-term financial goals for their clients. The firm has a history of maintaining high fiduciary standards, which is crucial in building trust with their investors. As of now, there is no reported funding since 2015, indicating a stable operational model without reliance on external capital.

4. Resolute Investment Managers

• Website: resolutemanagers.com
• Ownership type: Private
• Headquarters: Irving, Texas, United States (USA)
• Employee distribution: United States (USA) 98%, Bangladesh 2%
• Founded year: 1986
• Headcount: 51-200
• LinkedIn: resolute-investment-managers

Resolute Investment Managers, Inc. is an investment management firm based in Irving, Texas, established in 1986. The company specializes in providing investment management services for both individual and institutional clients. With a robust platform that supports over 30 independent investment managers, Resolute offers a range of services including distribution and marketing support, as well as operational and administrative assistance. The firm is dedicated to fostering partnerships with boutique investment firms, allowing them to maintain their unique cultures while benefiting from Resolute's resources. As of December 31, 2023, Resolute manages approximately $74.9 billion in assets, showcasing its significant role in the industry. The company has also been recognized for its workplace culture, being named one of the best places to work in money management for several consecutive years. Their focus on diversity, equity, and inclusion further underscores their commitment to a progressive workplace environment.

5. Lone Star Funds

• Website: lonestarfunds.com
• Ownership type: Private
• Headquarters: Dallas, Texas, United States (USA)
• Employee distribution: United States (USA) 38%, United Kingdom (UK) 27%, Spain 12%, Other 23%
• Latest funding: Other (Debt), $44.7M, March 2025
• Founded year: 1995
• Headcount: 51-200
• LinkedIn: lone-star-funds

Lone Star Funds, established in 1995 and headquartered in Dallas, Texas, is a private equity firm that manages investments in real estate, corporate equity, and credit. The firm has organized 25 funds, amassing around $95 billion in capital commitments. Lone Star's investment strategy is centered on sourcing opportunities in markets that have faced economic challenges, allowing them to acquire assets at favorable prices. They cater to a wide range of institutional investors, including pension funds and endowments, and have a global footprint with offices in North America, Europe, and Asia Pacific. Their asset management operations are supported by Hudson Advisors, which provides essential advisory and administrative services. This structure enables Lone Star to effectively manage a broad portfolio of investments, ensuring they remain responsive to market dynamics and investor needs.

6. Blue River, part of IQ-EQ

• Website: blueriverpartnersllc.com
• Ownership type: Corporate
• Headquarters: Dallas, Texas, United States (USA)
• Latest funding: February 2020
• Founded year: 2009
• Headcount: 201-500
• LinkedIn: blue-river-partners-llc

Blue River, part of IQ-EQ, is a financial services firm based in Dallas, Texas, founded in 2009. The company specializes in global investor services, providing essential solutions such as fund administration, regulatory compliance, and asset servicing. They cater to a variety of clients, including fund and asset managers, private and institutional asset owners, and corporate clients. Blue River's expertise lies in helping these clients navigate the intricate investment landscape and meet regulatory requirements. Their service offerings include support for various fund types, including private equity, hedge funds, and impact funds. By focusing on the back and middle office operations, Blue River allows asset managers to concentrate on value creation for their investors. Their commitment to understanding client needs and delivering tailored services positions them as a significant player in the asset management sector.

7. Ranger Capital Group

• Website: rangercapital.com
• Ownership type: Private
• Headquarters: Dallas, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2001
• Headcount: 11-50
• LinkedIn: ranger-capital-group

Ranger Capital Group, based in Dallas, Texas, is an investment management firm that has been operational since 2001. The company specializes in asset management and advisory services, catering primarily to institutional clients, including pension funds, family offices, and foundations. Ranger Capital offers a variety of investment products, such as mutual funds and exchange-traded funds (ETFs), and is known for its innovative investment strategies. The firm operates as a platform for affiliated investment managers, providing comprehensive back-office support that includes operations, compliance, and technology. This infrastructure allows their investment teams to focus on strategy while ensuring a seamless experience for clients. Ranger Capital's commitment to ethical standards and outstanding client service is central to its operations, making it a noteworthy entity in the asset management industry.

8. Eagle Global Advisors

• Website: eagleglobal.com
• Ownership type: Private
• Headquarters: Houston, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1996
• Headcount: 11-50
• LinkedIn: eagle-global

Eagle Global Advisors, LLC is an investment advisory firm based in Houston, Texas, specializing in personalized investment management and wealth management services. Established in 1996, the firm has built a reputation for its commitment to high net worth individuals, families, and institutional clients. With a focus on tailored strategies across various asset classes, Eagle Global Advisors aims to help clients achieve their financial goals. The firm is 100% employee-owned, which fosters a culture of accountability and dedication to client service. Their investment strategies include International Equity, MLPs & Energy Infrastructure, Renewables Infrastructure, U.S. Equity, Global Equity, and Business Development Companies. With a team of experienced professionals averaging over 16 years in the industry, Eagle Global Advisors conducts all research in-house, providing unique insights that enhance their investment approach. The firm manages $2.3 billion in assets, reflecting its capability and trustworthiness in the asset management field.

9. Cypress Asset Management

• Website: cypressasset.com
• Ownership type: Private
• Headquarters: Houston, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1996
• Headcount: 11-50
• LinkedIn: cypress-asset-management

Cypress Asset Management is an investment advisory firm based in Houston, Texas, founded in 1996. The firm specializes in managing assets for individuals, foundations, and endowments, emphasizing long-term growth and income. Cypress employs a disciplined investment philosophy that leverages the expertise of its seasoned professionals. The founding principals, Will Garwood and Frank Lee, have over 25 years of experience working together, focusing on sustainable growth through high-quality investments. Their approach combines macroeconomic insights with fundamental stock selection, aiming to identify sectors with favorable long-term trends. Cypress is registered with the SEC and operates independently, showcasing a commitment to client-focused investment strategies. The firm has not reported any funding, indicating a stable, self-sustaining business model.

10. Vaughan Nelson Investment Management

• Website: vaughannelson.com
• Ownership type: Private
• Headquarters: Houston, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1970
• Headcount: 11-50
• LinkedIn: vaughan-nelson

Vaughan Nelson Investment Management, based in Houston, Texas, is an investment management firm that specializes in managing equity and fixed income portfolios. Established in 1970, the firm has built a reputation for its active management strategies, focusing on delivering superior investment performance for its clients, which include non-profit organizations and corporate plans. As of December 31, 2023, Vaughan Nelson manages approximately $16.4 billion in assets. The firm operates as a boutique affiliate of Natixis Investment Managers, S.A., which enhances its operational capabilities and market reach. With a dedicated team of 49 employees, including 24 investment professionals, Vaughan Nelson emphasizes a disciplined investment process and risk management. Their investment philosophy is rooted in the belief that short-term inefficiencies can create long-term opportunities, and they employ rigorous fundamental analysis to guide their stock selection. The firm also considers ESG factors in its investment process, reflecting a modern approach to asset management.

11. Fisher Investments

• Website: fisherinvestments.com
• Ownership type: Private Equity
• Headquarters: Plano, Texas, United States (USA)
• Employee distribution: United States (USA) 93%, Costa Rica 2%, Other 5%
• Latest funding: June 2024
• Founded year: 1979
• Headcount: 5001-10000
• LinkedIn: fisher-investments

Fisher Investments, established in 1979 and headquartered in Plano, Texas, is an investment advisory firm specializing in wealth management and financial planning services. The company provides customized investment solutions aimed at helping individuals, families, and institutions achieve their financial objectives. With a workforce of around 5,000 employees, Fisher Investments manages approximately $294 billion in assets. Their services include retirement planning, portfolio management, and tailored financial strategies. The firm operates with a strong emphasis on client-focused service, ensuring that their clients' best interests are prioritized. Fisher Investments also serves a variety of institutional clients, including pension funds and foundations, showcasing their capability in managing complex investment needs. Their independent status allows them to maintain a unique perspective in the industry, further enhancing their service offerings.

12. Titleist Asset Management, LLC.

• Website: tamgmt.com
• Ownership type: Private
• Headquarters: San Antonio, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2003
• Headcount: 11-50
• LinkedIn: titleist-asset-management-ltd-

Titleist Asset Management, LLC, based in San Antonio, Texas, is an investment advisory firm established in 2003. As a registered investment advisor, Titleist specializes in providing comprehensive financial services, including investment management, portfolio management, and financial planning. The firm serves a wide array of clients, including institutions, charities, trusts, foundations, and corporations, helping them navigate complex investment environments to meet their financial objectives. Titleist operates under a model that emphasizes the alignment of interests between the firm, its advisors, and clients. They have partnerships with top-tier custodians like Raymond James Financial and Charles Schwab, ensuring robust asset management capabilities. The firm has also been recognized for its growth, ranking 19th among the fastest growing RIA firms in the country, which highlights its relevance and activity in the asset management sector.

13. Hodges Capital

• Website: hodgescapital.com
• Ownership type: Private
• Headquarters: Dallas, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1989
• Headcount: 11-50
• LinkedIn: hodges-capital

Hodges Capital Management, based in Dallas, Texas, is an investment management firm that has been serving clients since its inception in 1989. The company specializes in managing individual, mutual fund, and institutional portfolios, with a strong emphasis on quality companies and thorough research. Hodges Capital is known for its proprietary, bottom-up research approach, which drives its investment decisions. The firm offers a variety of mutual funds, including the Small Cap Fund and Blue Chip Equity Income Fund, catering to both private clients and institutional investors. With a dedicated team of portfolio managers and analysts, Hodges Capital focuses on identifying companies with strong fundamentals and potential for long-term growth. Their commitment to active management and in-depth analysis allows them to navigate the complexities of the market effectively, making them a relevant player in the asset management industry.

14. Sage Advisory

• Website: sageadvisory.com
• Ownership type: Private
• Headquarters: Austin, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1996
• Headcount: 51-200
• LinkedIn: sage-advisory

Sage Advisory Services is an investment advisory firm based in Austin, Texas, founded in 1996. The company specializes in creating tailored investment strategies and financial management solutions. With a focus on cash management, fixed income, and responsible investing, Sage Advisory serves a range of clients, including advisors and organizations looking for effective investment solutions. The firm prides itself on building strong relationships with clients, emphasizing trust and transparency in its operations. Sage Advisory is 100% employee-owned, which allows them to prioritize client needs without external pressures. Their commitment to sustainability is evident in their investment strategies, which integrate environmental, social, and governance (ESG) factors. The firm actively engages in thought leadership, providing insights and commentary on market trends and investment strategies, further solidifying its role in the asset management industry.

15. Chilton Capital Management LLC

• Website: chiltoncapital.com
• Ownership type: Private
• Headquarters: Houston, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1996
• Headcount: 11-50
• LinkedIn: chilton-capital-management

Chilton Capital Management LLC, based in Houston, Texas, is a financial services firm that specializes in wealth management, financial planning, and investment strategies. Established in 1996, the company has built a reputation for providing tailored financial solutions to both individual clients and institutions. With a dedicated team of professionals, Chilton focuses on protecting and growing clients' financial legacies through personalized investment advice and comprehensive wealth management services. The firm manages approximately $1.8 billion in assets, reflecting its capability to serve a significant client base. Chilton's offerings include wealth management, financial planning, trust services, and institutional investment strategies, showcasing their commitment to addressing the unique financial needs of their clients. Their performance has been recognized in the industry, notably being ranked #18 on the CNBC FA 100 list in 2023, which highlights their effectiveness and client satisfaction in the asset management space.

16. NFJ Investment Group

• Website: nfjinv.com
• Ownership type: Private
• Headquarters: Dallas, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1989
• Headcount: 11-50
• LinkedIn: nfj-investment-group

NFJ Investment Group is an investment management firm based in Dallas, Texas, specializing in value equity management. Established in 1989, the firm has built a reputation for its disciplined approach to investing, focusing on identifying companies with strong fundamentals and attractive valuations. NFJ offers a range of investment strategies, including institutional portfolios, separately managed accounts, and mutual funds. Their investment philosophy is rooted in the principles of value investing, emphasizing risk management and quality. Over the years, NFJ has adapted to market changes by incorporating advanced analytics and big data into their research processes. As of June 30, 2024, the firm managed approximately $6.0 billion in assets, reflecting their ongoing commitment to delivering value to clients. NFJ is registered with the SEC and operates as an affiliate of Virtus Investment Partners, which supports their operational capabilities while allowing them to maintain their boutique status.

17. Carlson Capital, L.P.

• Website: carlsoncapital.com
• Ownership type: Private
• Headquarters: Dallas, Texas, United States (USA)
• Employee distribution: United States (USA) 86%, United Kingdom (UK) 7%, Ukraine 7%
• Founded year: 1993
• Headcount: 11-50
• LinkedIn: carlson-capital-l.p.

Carlson Capital, L.P. is an investment management firm based in Dallas, Texas, specializing in alternative asset management. Established in 1993 by Clint Carlson, the firm has built a reputation for providing tailored investment and risk management services to institutional investors and high-net-worth individuals. Carlson Capital employs targeted hedging strategies and a disciplined decision-making framework to achieve superior risk-adjusted returns. The firm prides itself on its collaborative investment team, which is composed of professionals with varied backgrounds and expertise. This team works cohesively to apply the firm's investment philosophy across multiple strategies. Carlson Capital's operational infrastructure supports its investment processes, ensuring that communication and teamwork are integral to its approach. The firm has not reported any funding, indicating its stability and self-sufficiency in the competitive asset management industry.

18. HBK Capital Management

• Website: hbk.com
• Ownership type: Private
• Headquarters: Dallas, Texas, United States (USA)
• Employee distribution: United States (USA) 94%, United Kingdom (UK) 5%
• Founded year: 1991
• Headcount: 51-200
• LinkedIn: hbk-capital-management

HBK Capital Management, based in Dallas, Texas, is an investment management firm that has been active since 1991. The company specializes in a variety of financial services, including corporate credit, fixed income, and investments in emerging markets. Serving institutional investors and high-net-worth individuals, HBK focuses on capital preservation and aims to deliver attractive risk-adjusted returns. The firm operates with a strong commitment to integrity and teamwork, which is evident in its collaborative approach to investment strategies. HBK has evolved its portfolio over the years, adapting to market changes and expanding its investment strategies to include event-driven equities, structured credit, and volatility investments. With a global presence, including offices in New York and London, HBK Capital Management continues to play a significant role in the investment management industry, catering to a wide range of client needs.

19. Turtle Creek Management , LLC

• Website: turtlecreekdallas.com
• Ownership type: Private
• Headquarters: Dallas, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2006
• Headcount: 11-50
• LinkedIn: turtle-creek-management-llc

Turtle Creek Management, LLC, based in Dallas, Texas, is an investment management firm founded in 2006. The company specializes in offering tailored investment management and trust services primarily to high net-worth individuals, families, and institutional clients. With a focus on preserving and enhancing client wealth, Turtle Creek employs a disciplined investment approach that emphasizes personalized strategies. The firm has grown to manage over $2 billion in assets, reflecting its ability to attract and retain clients. As a Registered Investment Advisor (RIA) with the SEC, Turtle Creek operates independently, ensuring that its investment advisory services are client-driven and free from outside broker-dealer affiliations. Additionally, the establishment of Turtle Creek Trust Company in 2009 allows the firm to provide comprehensive trust services, further enhancing its offerings to clients. The team at Turtle Creek consists of experienced professionals dedicated to maintaining high standards of integrity and service in the investment management industry.

20. Wincoram Asset Management

• Website: wincoram.com
• Ownership type: Corporate
• Headquarters: Houston, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: April 2025
• Founded year: 2020
• Headcount: 11-50
• LinkedIn: wincoram-asset-management

Wincoram Asset Management is an asset management firm based in Houston, Texas, specializing in energy solutions. Founded in 2020, the company combines innovative capital solutions with expertise in both physical and financial asset management. This integration allows Wincoram to offer scalable investment opportunities tailored to the energy sector. Their clientele primarily consists of institutional investors and high-net-worth individuals seeking attractive risk-adjusted returns. The firm is led by a team of experienced professionals, each with a strong background in energy and finance, including former executives from major companies like BP and JP Morgan. This expertise positions Wincoram to navigate the complexities of energy investments effectively, making it a notable player in the asset management industry.

21. Yacktman Asset Management LP

• Website: yacktman.com
• Ownership type: Private
• Headquarters: Austin, Texas, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1992
• Headcount: 11-50
• LinkedIn: yacktman-asset-management-co

Yacktman Asset Management LP, based in Austin, Texas, is an investment management firm that specializes in value equity investing. Established in 1992, the firm has built a reputation for its disciplined investment approach, which aims to achieve superior risk-adjusted returns over a full market cycle. Yacktman offers a range of mutual funds, including the AMG Yacktman Fund and the AMG Yacktman Focused Fund, designed to cater to both individual and institutional investors seeking long-term capital appreciation. The firm emphasizes intensive fundamental research and a generalist approach, allowing analysts to evaluate a broad spectrum of investment opportunities. With a management team averaging over 20 years of experience at the firm, Yacktman demonstrates stability and consistency in its investment strategies. Their partnership with Affiliated Managers Group, Inc. enhances their operational capabilities while allowing them to maintain independence in their investment decisions.

22. Stronghold Investment Management

• Website: strongholdim.com
• Ownership type: Private
• Headquarters: Dallas, Texas, United States (USA)
• Employee distribution: United States (USA) 57%, India 43%
• Founded year: 2016
• Headcount: 51-200
• LinkedIn: strongholdim

Stronghold Investment Management, LLC is an investment management firm based in Dallas, Texas, established in 2016. The company specializes in real assets, with a focus on sectors such as oil and gas, renewables, and water rights. Stronghold provides investment management services primarily to institutional investors and high-net-worth individuals. The firm leverages proprietary technology to enhance decision-making processes, allowing for efficient data management and collaboration among investment professionals. With a team of over 130 professionals, Stronghold has acquired more than 6,500 assets and evaluated over 65,000, showcasing their active involvement in the market. They manage over $1 billion in supported assets, reflecting their capacity to handle significant investment portfolios. Stronghold's strategies are designed to navigate the complexities of the asset management industry, aiming for optimal risk-adjusted returns.

23. Legacy Trust Company, N.A.

• Website: legacytrust.com
• Ownership type: Private
• Headquarters: Houston, Texas, United States (USA)
• Employee distribution: United States (USA) 95%, Seychelles 5%
• Founded year: 1984
• Headcount: 11-50
• LinkedIn: legacy-trust-company

Legacy Trust Company, N.A., founded in 1984, is a private financial services firm based in Houston, Texas, with additional offices in Delaware. The company specializes in private trust services, asset management, and family office services, catering primarily to ultra-high net worth families and foundations. With a focus on personalized service, Legacy Trust has built a strong client base, managing over $4 billion in assets. The firm operates with a commitment to integrity and a deep understanding of the complexities faced by wealthy families. Their services include fiduciary responsibilities, investment management, and holistic family office support, addressing both financial and non-financial needs. Legacy Trust prides itself on its boutique approach, ensuring that each client receives tailored strategies that align with their unique circumstances. The firm has successfully served families across multiple generations, demonstrating its long-term commitment to wealth preservation and management.

Asset Management Companies Insights: Key Companies in Texas

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