Wealth management in Texas represents a vital segment of the financial services industry, catering to a variety of clients seeking investment growth and asset protection. Companies range from large advisory firms managing billions in assets to boutique practices focused on personalized service for affluent individuals. The industry has seen recent trends toward transparency and the use of technology, enabling firms to offer more efficient solutions and better client experiences. Valuable insights reveal a consistent shift toward tailored investment strategies and holistic financial planning frameworks, meeting the nuances of client needs in an evolving economic landscape.


In this listing, you will discover an array of Texas-based wealth management companies, varying in size from boutique teams to large firms with thousands of employees. Headquartered across major cities like Dallas, Houston, and Plano, these companies were founded at different times, showcasing a blend of traditional values and modern practices. Their specializations are wide-ranging, covering estate planning, tax optimization, and investment management, all aimed at serving high-net-worth individuals and families.


Read on to uncover the top wealth management companies in Texas.


Top 25 Wealth Management Companies in Texas


1. 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 is an investment advisory firm based in Plano, Texas, specializing in wealth management and financial planning services. Established in 1979, the company has grown to manage approximately $294 billion in assets for a wide range of clients, including individuals, families, and institutions. Fisher Investments focuses on creating tailored investment portfolios designed to meet the unique financial goals of its clients. The firm prides itself on its client-centric service model, which includes a dedicated team of professionals who provide personalized attention and strategic portfolio management. Fisher Investments also offers services for small to mid-sized businesses, including 401(k) plan management, and has a strong presence in institutional investing, serving pension funds, foundations, and other large entities. Their commitment to fiduciary duty ensures that they prioritize their clients' best interests in all investment decisions.


2. a V a L O N

  • Website: avalonadvisors.com
  • Ownership type: Private
  • Headquarters: Houston, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2001
  • Headcount: 51-200
  • LinkedIn: avalon-advisors-llc

a V a L O N, known as Corient Private Wealth LLC, is a Houston-based wealth management firm founded in 2001. The firm specializes in providing comprehensive financial services, including investment management, estate planning, and family office solutions. They primarily serve high-net-worth individuals, families, and business executives, helping them navigate complex financial landscapes. With a focus on exceeding client expectations, Corient emphasizes a fiduciary approach, ensuring that clients' interests are prioritized in all financial dealings. The firm manages a substantial portfolio, boasting $171 billion in client assets, and operates through a network of over 240 partners across the United States. This extensive reach allows them to offer tailored solutions that address the unique needs of their clientele, from liquidity planning for entrepreneurs to wealth transfer strategies for families. Their commitment to holistic wealth management and personalized service underscores their relevance in the wealth management industry.


3. Excelsis Global Private Wealth

  • Website: excelsisgpw.com
  • Ownership type: Private
  • Headquarters: Mcallen, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2021
  • Headcount: 11-50
  • LinkedIn: excelsisgpw

Excelsis Global Private Wealth is a wealth management firm based in McAllen, Texas, founded in 2021. The firm operates as a consortium of five independent teams of advisors, each bringing a wealth of experience and cultural knowledge to the table. With a focus on serving successful individuals, business owners, and multigenerational families, Excelsis offers a comprehensive suite of financial services, including investment management, financial planning, tax minimization strategies, and estate planning. The firm prides itself on its personalized service, integrity, and objective advice, ensuring that each client receives tailored solutions that align with their unique financial goals. Excelsis is particularly attuned to the needs of clients with cross-border financial considerations, reflecting its deep roots in South Texas and its bilingual capabilities. The firm operates under a regulatory framework supported by Sanctuary Securities Inc. and Sanctuary Advisors, LLC, which provides a secure platform for its advisory services. Excelsis Global Private Wealth is committed to safeguarding client assets and maintaining a high level of client service, making it a noteworthy player in the wealth management industry.


4. Intercontinental Wealth Advisors


Intercontinental Wealth Advisors, also known as Corient Private Wealth LLC, is a wealth management firm based in San Antonio, Texas. Founded in 1981, the firm specializes in providing comprehensive financial services tailored to high-net-worth individuals, families, and business owners. Their offerings include investment management, estate planning, tax planning, and family office solutions. With a strong emphasis on fiduciary responsibility, Corient aims to simplify the financial lives of its clients while helping them achieve their long-term financial goals. The firm manages approximately $171 billion in client assets and operates through a network of over 240 partners across various locations in the United States. This extensive reach allows them to deliver personalized and effective financial strategies, ensuring that clients receive the attention and expertise they require to navigate complex financial landscapes.


5. 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 caters to high net worth individuals, families, and institutional clients, offering tailored strategies across various asset classes to help clients achieve their financial goals. With a team of 22 professionals, Eagle Global Advisors manages approximately $2.3 billion in assets. The firm prides itself on its employee-owned structure, which fosters a culture of accountability and client service. Their investment strategies include International Equity, MLPs & Energy Infrastructure, Renewables Infrastructure, U.S. Equity, Global Equity, and Business Development Companies. The firm has been recognized for its commitment to excellence, recently being named one of the Top 100 Financial Advisors in the U.S. by CNBC for 2024. This recognition, along with their extensive experience and in-house research capabilities, positions Eagle Global Advisors as a significant player in the wealth management industry.


6. QuadCap Wealth Management, LLC

  • Website: quadcapwm.com
  • Ownership type: Private
  • Headquarters: Frisco, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2009
  • Headcount: 11-50
  • LinkedIn: quadcap-wealth-management-llc

QuadCap Wealth Management, LLC is a private wealth management firm located in Frisco, Texas, established in 2009. The company specializes in a range of financial planning services, including portfolio management, tax planning, estate planning, and retirement planning. With a team of experienced professionals, QuadCap aims to assist individuals and families in navigating the complexities of their financial landscapes. The firm emphasizes a personalized approach, focusing on building long-term relationships with clients and providing proactive, comprehensive financial advice. Their commitment to education and transparency is evident in their fee-only structure, which ensures that clients receive impartial guidance. QuadCap's services are designed to help clients achieve their financial goals while managing risks associated with investments and planning for the future.


7. Chapwood Investments, LLC


Chapwood Investments, LLC, based in Plano, Texas, is an investment advisory firm that has been providing wealth management and financial counseling services since its founding in 2005. The firm primarily caters to high-net-worth individuals and families, offering a range of services including asset management, client reporting, and investment forensics. Their approach emphasizes personalized financial strategies tailored to the unique needs of each client, with a strong focus on risk management to help preserve wealth. The firm is led by Ed Butowsky, a recognized expert in the investment and personal finance industry, who has been featured in various media outlets and has authored books on wealth management. Chapwood Investments has developed several analytical tools, such as the CHIP score and the Chapwood Index, which assist clients in understanding their portfolios and the real cost of living. The firm operates with a commitment to transparency and education, aiming to empower clients with knowledge about their financial situations.


8. Brasada Capital Management


Brasada Capital Management, founded in 2008 and based in Houston, Texas, is an investment management firm that specializes in wealth management and financial advisory services. The firm caters primarily to high-net-worth individuals and families, offering personalized investment strategies tailored to meet their unique financial goals. With a focus on in-house research, Brasada Capital aims to provide expert guidance and insights into market trends, ensuring that clients are well-informed and equipped to make sound investment decisions. Over the years, Brasada has expanded its capabilities through strategic mergers with established investment management practices, enhancing its expertise and service offerings. The firm prides itself on fostering long-term relationships with clients, emphasizing a client-centric approach that prioritizes their needs and aspirations. This dedication to personalized service and thorough research positions Brasada Capital as a noteworthy player in the wealth management industry.


9. Sendero Wealth Management

  • Website: sendero.com
  • Ownership type: Family Owned
  • Headquarters: San Antonio, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2008
  • Headcount: 11-50
  • LinkedIn: senderowealthmanagement

Sendero Wealth Management, established in 2008, is a family-owned wealth management firm located in San Antonio, Texas. The company specializes in providing a comprehensive suite of financial services, including investment management, family office services, and financial planning. Sendero serves a broad clientele, including individuals, families, and institutions, with a focus on delivering tailored solutions that align with their clients' financial aspirations. The firm prides itself on its partner-led approach, ensuring that clients receive personalized attention and guidance throughout their financial journey. With a strong emphasis on multigenerational wealth management, Sendero also offers specialized services aimed at empowering women in their financial decision-making. As of March 2024, the firm manages approximately $4 billion in assets under advisement, reflecting its growth and the trust placed in it by clients. Sendero's commitment to transparency, integrity, and long-term relationships positions it as a significant player in the wealth management industry.


10. Quotient Wealth Partners

  • Website: quotientwealth.com
  • Ownership type: Private
  • Headquarters: Dallas, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2023
  • Headcount: 11-50
  • LinkedIn: quotient-wealth-partners

Quotient Wealth Partners is a wealth management firm based in Dallas, Texas, founded in 2023. The firm specializes in providing financial planning and investment advisory services tailored to corporate executives and affluent individuals. With a focus on creating personalized financial strategies, Quotient aims to assist clients in achieving their financial goals, particularly in areas such as retirement planning and wealth transfer. As an independent SEC-registered investment advisor, Quotient emphasizes a client-first approach, leveraging both human expertise and technology to deliver customized solutions. The firm prides itself on its collaborative and interactive planning process, which involves clients in every step to ensure their unique needs and aspirations are met. With a team that boasts decades of combined experience, Quotient Wealth Partners is positioned to navigate the complexities of wealth management, offering services that include comprehensive wealth management, tax optimization, and estate planning. Their commitment to fiduciary responsibility underscores their dedication to acting in the best interests of their clients.


11. HFS Wealth Management

  • Website: hfs-wm.com
  • Ownership type: Private
  • Headquarters: Dallas, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: $3.0M, June 2019
  • Founded year: 1994
  • Headcount: 11-50
  • LinkedIn: howard-financial-services

HFS Wealth Management, based in Dallas, Texas, is a private wealth management firm that has been serving clients since 1994. The firm specializes in providing a range of services including financial planning, consulting, and investment management. HFS Wealth Management focuses on affluent individuals, families, business owners, and institutions, aiming to simplify their financial lives and optimize their wealth. The firm prides itself on building strong, personal relationships with clients, treating each engagement as a partnership. Their team includes professionals with expertise in financial, investment, tax, and estate planning, ensuring a comprehensive approach to wealth management. HFS is a registered investment advisor and is a member of both NAPFA and the FPA, which underscores their commitment to ethical practices and high standards in financial advising. In June 2019, HFS Wealth Management secured funding of $3,025,000, indicating ongoing growth and relevance in the wealth management sector.


12. Avidian Wealth Solutions

  • Website: avidianwealth.com
  • Ownership type: Family Owned
  • Headquarters: Houston, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2003
  • Headcount: 51-200
  • LinkedIn: sta-wealth-management

Avidian Wealth Solutions is a family-owned wealth management firm located in Houston, Texas, founded in 2003. The company specializes in providing comprehensive financial services tailored to high-net-worth individuals, families, and business owners. Their offerings include investment management, estate planning, tax strategies, and risk management, all designed to help clients navigate complex financial landscapes. Avidian prides itself on its fiduciary standard, ensuring that client interests are prioritized in every decision. The firm has built a multidisciplinary team of financial professionals, including CFPs, CFAs, and JDs, who collaborate to deliver personalized wealth management solutions. Avidian has been recognized as one of the best financial advisory firms in the nation by USA TODAY and Statista, reflecting its commitment to excellence in the industry. With a focus on transparency and proactive communication, Avidian aims to simplify the financial lives of its clients while helping them secure and grow their wealth.


13. Tolleson Wealth Management

  • Website: tollesonwealth.com
  • Ownership type: Family Owned
  • Headquarters: Dallas, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2000
  • Headcount: 201-500
  • LinkedIn: tolleson-wealth-management

Tolleson Wealth Management, founded in 2000 and based in Dallas, Texas, is a family-owned wealth management firm dedicated to serving affluent individuals and families. The firm began as a family office for the Tolleson family and has since expanded its services to include investment management, estate planning, tax planning, private banking, and philanthropy. Tolleson Wealth Management prides itself on its personalized approach, aiming to simplify the complexities that often accompany significant wealth. Their team is composed of experienced professionals who understand the unique dynamics and long-term needs of wealthy families. The firm has garnered recognition in the industry, being named a top wealth manager by D Magazine and ranking as the second-largest wealth management firm by the Dallas Business Journal. This acknowledgment reflects their commitment to providing tailored financial solutions and their active involvement in the wealth management sector.


14. U.S. Capital Wealth, LLC

  • Website: uscwealth.com
  • Ownership type: Corporate
  • Headquarters: Houston, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: April 2024
  • Founded year: 2010
  • Headcount: 51-200
  • LinkedIn: u-s-capital-advisors-llc

U.S. Capital Wealth, LLC, based in Houston, Texas, is a financial advisory firm that specializes in wealth management, institutional services, and public finance. Established in 2010, the firm has built a reputation for providing tailored financial strategies to high-net-worth individuals and institutions. With a team of experienced advisors, U.S. Capital Wealth focuses on understanding the unique needs of each client, ensuring that their financial plans are customized and effective. The firm operates independently, which allows them to offer objective advice without the constraints of public shareholders. Their commitment to transparency and communication fosters trust and long-term relationships with clients. U.S. Capital Wealth has expanded its reach with offices in Austin, Dallas, Georgetown, New York, and Andover, reflecting its growth and relevance in the financial advisory industry.


15. Sentinel Trust Company, LBA

  • Website: sentineltrust.com
  • Ownership type: Family Owned
  • Headquarters: Houston, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1997
  • Headcount: 11-50
  • LinkedIn: sentineltrust

Sentinel Trust Company, LBA, based in Houston, Texas, is a wealth management firm that has been serving affluent families and individuals since its inception in 1997. The company specializes in providing tailored financial services that include wealth planning, investment management, fiduciary services, and philanthropic guidance. With a team of experienced professionals, Sentinel Trust focuses on understanding the unique financial landscapes of their clients, helping them navigate complexities to achieve their long-term goals. Their services are designed to address the multifaceted needs of wealthy families, ensuring that financial strategies align with personal values and family governance. The firm prides itself on its personal touch, emphasizing strong relationships and a deep understanding of client priorities. This approach is particularly beneficial for families looking to manage their wealth across generations, as they offer insights into family governance and education. Sentinel Trust operates without external funding, which allows them to maintain independence and focus on their clients' best interests.


16. Chilton Capital Management LLC


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 asset management and investment advice, aiming to help clients achieve their financial goals while protecting and growing their financial legacies. The firm offers a range of services, including wealth management, financial planning, and trust company services, ensuring that clients receive comprehensive support throughout their financial journey. Chilton Capital Management has a total assets under management of $1.8 billion, reflecting its significant role in the industry. Their commitment to client service and performance is further underscored by their ranking as #18 on the CNBC FA 100 list in 2023, showcasing their relevance and effectiveness in the wealth management sector.


17. VisionPoint Advisory Group

  • Website: vpadvisor.com
  • Ownership type: Private
  • Headquarters: Dallas, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1982
  • Headcount: 11-50
  • LinkedIn: visionpoint-advisory-group

VisionPoint Advisory Group, based in Dallas, Texas, is a private financial advisory firm founded in 1982. With a team of 27 professionals, the firm focuses on wealth management, corporate solutions, and investment strategies tailored to the unique needs of individuals, families, and businesses. VisionPoint emphasizes a collaborative approach, ensuring that clients receive personalized service throughout their financial journey. Their process begins with understanding each client's vision of true wealth, which guides the development of customized financial plans. The firm operates under a fiduciary standard, meaning they prioritize their clients' best interests in all advisory services. VisionPoint also offers a range of resources, including webinars and market updates, to keep clients informed and engaged. Their commitment to ethical practices and client-centric service positions them as a relevant player in the wealth management industry.


18. Apexium Financial LP

  • Website: apexiumfin.com
  • Ownership type: Private
  • Headquarters: Dallas, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2016
  • Headcount: 11-50
  • LinkedIn: apexium-financial

Apexium Financial LP, based in Dallas, Texas, is a private wealth management firm that specializes in providing independent and comprehensive investment advisory services. Established in 2016, the firm emerged from the merger of two predecessor wealth management firms and was initially affiliated with a top 25 national accounting and consulting firm. Apexium focuses on a range of services including financial planning, retirement income planning, and asset protection, catering to the unique financial goals of both private clients and institutions. The firm operates under a fiduciary standard, ensuring that clients receive transparent and objective advice. With a team of qualified professionals holding advanced designations, Apexium emphasizes a personalized approach to wealth management, considering clients' values, goals, and circumstances. They manage approximately $2.5 billion in assets, reflecting their capability and the trust clients place in their expertise. Apexium has strategically located offices across the Northeast, Mid-Atlantic, and Southwest regions of the United States, enhancing their accessibility to clients nationwide.


19. Turtle Creek Management , LLC


Turtle Creek Management, LLC, founded in 2006 and based in Dallas, Texas, is an investment management firm dedicated to serving high net-worth individuals, families, and institutional clients. The firm manages over $2 billion in assets, emphasizing a customized approach to investment management and trust services. Turtle Creek operates independently, with no affiliations to outside broker-dealers, ensuring a focus solely on investment advisory services. Their investment philosophy prioritizes the preservation and enhancement of client wealth through personalized strategies. The firm also established Turtle Creek Trust Company in 2009, which provides fiduciary and trust administration services, complementing their investment management offerings. The team consists of experienced professionals committed to delivering high-quality service and maintaining open communication with clients, which is crucial in the wealth management sector.


20. Paragon Financial Advisors

  • Website: paragon-adv.com
  • Ownership type: Corporate
  • Headquarters: College Station, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: May 2023
  • Founded year: 2007
  • Headcount: 11-50
  • LinkedIn: paragon-financial-advisors

Paragon Financial Advisors is an independent financial advisory firm based in College Station, Texas, specializing in wealth management and financial planning. Established in 2007, the firm serves high net-worth individuals and institutions across the United States. Paragon operates on a fee-only model, ensuring that their interests align with those of their clients. With over $680 million in assets under management, they provide a range of services including investment management, retirement planning, and comprehensive financial strategies. The firm prides itself on its fiduciary responsibility, emphasizing trust and transparency in client relationships. Paragon's team consists of experienced professionals, including Certified Financial Planners and Chartered Financial Analysts, who collaborate to deliver tailored financial solutions. Their commitment to education and client communication further enhances their service offering, making them a notable player in the wealth management industry.


21. Icon Wealth Partners

  • Website: iconwp.com
  • Ownership type: Private
  • Headquarters: Houston, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2017
  • Headcount: 11-50
  • LinkedIn: icon-wealth-partners

Icon Wealth Partners, based in Houston, Texas, is a private wealth management firm founded in 2017. The firm specializes in providing tailored financial services to high-net-worth individuals and families, focusing on investment management, financial planning, and estate planning. Icon Wealth Partners aims to help clients navigate the complexities of wealth preservation and growth. The firm prides itself on its fiduciary commitment, ensuring that clients receive advice that is in their best interest. With a team of experienced advisors, Icon Wealth Partners offers a curated set of investment opportunities and personalized strategies designed to meet the unique needs of each client. Their approach emphasizes a deep understanding of the financial landscape and a commitment to building long-term relationships with clients, ensuring that their wealth management strategies are aligned with their personal goals and values.


22. Austin Asset

  • Website: austinasset.com
  • Ownership type: Private
  • Headquarters: Austin, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1987
  • Headcount: 11-50
  • LinkedIn: austin-asset-management

Austin Asset, based in Austin, Texas, is a financial advisory firm that has been providing wealth management and investment management services since its founding in 1987. The firm focuses on delivering personalized financial advice to individuals and families, helping them navigate complex financial situations and achieve their financial goals. With a team of experienced advisors, Austin Asset offers a range of services including investment management, wealth planning, life event planning, and charitable planning. They are known for their fee-only model, which aligns their interests with those of their clients. Over the years, Austin Asset has built a strong reputation in the industry, receiving accolades such as being recognized in Worth Magazine's Leading Advisors List and Financial Advisor Magazine's Top RIAs. Their commitment to community service is evident through their active involvement in local nonprofit organizations, further enhancing their profile in the wealth management sector.


23. The Financial Advisory Group


The Financial Advisory Group LLC, established in 1997, is a financial advisory firm located in Houston, Texas. The company specializes in providing customized wealth management services to a broad range of clients across the United States. Their offerings include financial advisory services, comprehensive market reviews, and insightful investment analysis aimed at helping both individuals and businesses effectively manage their financial portfolios. The firm prides itself on its personalized approach, which is facilitated by a dedicated team of professionals. They actively engage with market trends and provide clients with timely insights, reflecting their commitment to staying relevant in the financial advisory industry. The Financial Advisory Group has not reported any recent funding, indicating a stable operational model focused on client service rather than external investment.


24. Financial Synergies Wealth Advisors


Financial Synergies Wealth Advisors, based in Houston, Texas, is a private financial advisory firm that specializes in wealth management and financial planning services. Founded in 1986, the firm has built a reputation for providing personalized financial solutions to a wide range of clients, including individuals, families, and business owners. They focus on a fee-only model, which means they do not earn commissions from product sales, allowing them to offer unbiased advice tailored to each client's financial situation. Their services include total wealth management, investment management, tax planning, estate and gift planning, and insurance planning. The firm prides itself on its fiduciary duty, ensuring that client interests are always prioritized. With over $1 billion in assets under management, Financial Synergies has demonstrated stability and expertise in navigating complex financial landscapes. Their commitment to education and client engagement is evident through their resources, including blogs, webinars, and free consultations, which aim to simplify the financial lives of their clients.


25. SFMG Wealth Advisors

  • Website: sfmg.com
  • Ownership type: Private
  • Headquarters: Plano, Texas, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2002
  • Headcount: 11-50
  • LinkedIn: sfmg-wealth-advisors

SFMG Wealth Advisors is a wealth management firm located in Plano, Texas, that specializes in investment management and financial planning services. Established in 2002, the firm has built a reputation for assisting executives, entrepreneurs, and established professionals in navigating the complexities of their financial lives. SFMG adopts a fee-only compensation model, ensuring that their advisors are solely paid by clients, which fosters a relationship based on trust and transparency. The firm emphasizes personalized strategies tailored to individual client needs, and they maintain a low advisor-to-client ratio to ensure accessibility and attentive service. SFMG also engages in community initiatives, reflecting their commitment to social responsibility. Their ongoing communication with clients, including regular economic and market updates, further illustrates their dedication to keeping clients informed and involved in their financial journeys.



Wealth Management Insights: Key Companies in Texas


CompanyHeadquarterSizeFoundedOwnership
Fisher InvestmentsPlano, Texas, United States (USA)5001-100001979Private Equity
a V a L O NHouston, Texas, United States (USA)51-2002001Private
Excelsis Global Private WealthMcallen, Texas, United States (USA)11-502021Private
Intercontinental Wealth AdvisorsSan Antonio, Texas, United States (USA)11-501981Private
Eagle Global AdvisorsHouston, Texas, United States (USA)11-501996Private
QuadCap Wealth Management, LLCFrisco, Texas, United States (USA)11-502009Private
Chapwood Investments, LLCPlano, Texas, United States (USA)1-102005Private
Brasada Capital ManagementHouston, Texas, United States (USA)11-502008Private
Sendero Wealth ManagementSan Antonio, Texas, United States (USA)11-502008Family Owned
Quotient Wealth PartnersDallas, Texas, United States (USA)11-502023Private
HFS Wealth ManagementDallas, Texas, United States (USA)11-501994Private
Avidian Wealth SolutionsHouston, Texas, United States (USA)51-2002003Family Owned
Tolleson Wealth ManagementDallas, Texas, United States (USA)201-5002000Family Owned
U.S. Capital Wealth, LLCHouston, Texas, United States (USA)51-2002010Corporate
Sentinel Trust Company, LBAHouston, Texas, United States (USA)11-501997Family Owned
Chilton Capital Management LLCHouston, Texas, United States (USA)11-501996Private
VisionPoint Advisory GroupDallas, Texas, United States (USA)11-501982Private
Apexium Financial LPDallas, Texas, United States (USA)11-502016Private
Turtle Creek Management , LLCDallas, Texas, United States (USA)11-502006Private
Paragon Financial AdvisorsCollege Station, Texas, United States (USA)11-502007Corporate
Icon Wealth PartnersHouston, Texas, United States (USA)11-502017Private
Austin AssetAustin, Texas, United States (USA)11-501987Private
The Financial Advisory GroupHouston, Texas, United States (USA)11-501997Corporate
Financial Synergies Wealth AdvisorsHouston, Texas, United States (USA)11-501986Private
SFMG Wealth AdvisorsPlano, Texas, United States (USA)11-502002Private


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