Top 10 fastest-growing RIAs in Texas (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Root Financial Partners AUSTIN	$399.2M → $2.15B	5.38× 4.0× typical	9 → 59	+15	Organic or recruited	Schwab	98.8
2	Victory Financial AUSTIN	$288.8M → $1.34B	4.63× 3.5× typical	12 → 47	+11	Organic	Schwab	98.6
3	Bluespring Wealth Management, LLC AUSTIN	$1.33B → $5.43B	4.07× 3.0× typical	17 → 47	+32	Organic or recruited	Schwab	98.6
4	Integrity Advisory Solutions DALLAS	$147.5M → $1.1B	7.48× 5.6× typical	39 → 108	+13	Organic or recruited	Schwab	98.4
5	Ascentis Wealth Management, LLC DALLAS	$247.9M → $595.7M	2.4× 1.8× typical	1 → 5	+3	Organic or recruited	–	97.1
6	Uptick Partners, LLC NACOGDOCHES	$398.6M → $1.06B	2.67× 2.0× typical	6 → 25	+2	Organic or recruited	Pershing	96.9
7	Ascentis Independent Advisors, LLC DALLAS	$743.7M → $2.09B	2.82× 2.1× typical	24 → 39	+22	Organic or recruited	Raymond James	96.5
8	Endeavor Advisors, LLC HOUSTON	$106.1M → $559.5M	5.28× 3.9× typical	2 → 8	+1	Organic or recruited	Schwab	94.7
9	Lonestar Registered Investment Advisors, LLC LUBBOCK	$113M → $336.2M	2.98× 2.2× typical	3 → 13	+1	Organic	Schwab	94.7
10	Rfg Wealth Advisory ARGYLE	$273.1M → $553.8M	2.03× 1.5× typical	3 → 8	+1	Organic or recruited	Schwab	92.4

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Texas.

How we ranked