| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $6.51B | 331 | 19 | Pershing | 2012 or earlier | |
| 2 | $3.87B | 231 | 7 | RBC | 2014 | |
| 3 | $3.67B | 3,019 | 111 | Fidelity | 2016 | |
| 4 | $3.07B | 454 | 20 | Schwab | 2015 | |
| 5 | $2.79B | 2,103 | 25 | Schwab | 2022 | |
| 6 | $1.01B | 2,480 | 11 | Schwab | 2019 | |
| 7 | $927.7M | 3,698 | 41 | LPL Financial | 2012 or earlier | |
| 8 | $747.1M | 1,350 | 11 | Schwab | 2016 | |
| 9 | $657.1M | 437 | 3 | Schwab | 2012 or earlier | |
| 10 | $605.4M | 1,249 | 9 | LPL Financial | 2012 or earlier | |
| 11 | $554.7M | 327 | 3 | Pershing | 2015 | |
| 12 | $404.4M | 247 | 6 | Fidelity | 2024 | |
| 13 | $399.8M | 584 | 4 | Schwab | 2021 | |
| 14 | $366.4M | 483 | 10 | Fidelity | 2024 | |
| 15 | $366.3M | 207 | 8 | Schwab | 2017 | |
| 16 | $355.6M | 268 | 4 | Schwab | 2020 | |
| 17 | $311.9M | 349 | 4 | – | 2012 or earlier | |
| 18 | $308.1M | 875 | 11 | – | 2022 | |
| 19 | $298.5M | 246 | 4 | Fidelity | 2022 | |
| 20 | $296.4M | 651 | 3 | Schwab | 2018 | |
| 21 | $264.6M | 177 | 2 | Schwab | 2012 or earlier | |
| 22 | $202.3M | 56 | 2 | Pershing | 2012 or earlier | |
| 23 | $181.9M | 82 | 8 | Schwab | 2012 or earlier | |
| 24 | $172.7M | 378 | 4 | SEI | 2022 | |
| 25 | $146.6M | 365 | 4 | – | 2012 or earlier |
Ranked by regulatory AUM on each firm's latest Form ADV. Wealth managers and planners only (half or more of assets for individuals), by the city of their main office. Advisors: employees giving investment advice (Item 5.B(1)). Filing since: the firm's first Form ADV in the SEC's history, which starts in late 2011. Main custodian: the one holding most of the firm's managed assets (filings through December 2024). No firm pays to be listed or ranked. All RIAs in Texas.