DFX Intelligence
Firms
SEC-registered investment advisersAbout this listOne row per CRD, from the adviser’s latest Form ADV. The class is a rule over Item 5.D (where the RAUM sits) and Item 7.A (related broker-dealer or bank); the wirehouses and national broker-dealers are a short curated list.Advisors is the count of representatives IAPD registers through the firm today, which is not the same as the firm’s own Item 5.B answer.
1,078 advisers match
| Firm | HQ | Class | RAUM | Private clients | Advisors | RAUM / advisor | Offices | Private funds |
|---|---|---|---|---|---|---|---|---|
| Silver Lake Capital Partners CRD 329997 | Dallas, TX | independent RIA | $212M | 100% | 1 | $212M | 0 | 0 |
| Skylark Private Equity Partners, LP CRD 315174 | Dallas, TX | asset manager | $211M | 0.0% | 0 | Not computed | 0 | 2 |
| Centric Advisors, LLC CRD 282477 | Cypress, TX | independent RIA | $211M | 82% | 5 | $42.3M | 1 | 0 |
| H•••••• W••••• M••••••••• I•• CRD 108294 | Austin, TX | independent RIA | $211M | 77% | 4 | $52.8M | 0 | 0 |
| P•••••••• W••••• M••••••••• L•• CRD 168253 | Arlington, TX | independent RIA | $211M | 90% | 3 | $70.2M | 0 | 0 |
| I••••• S••••• CRD 282472 | Dallas, TX | asset manager | $210M | 0.0% | 0 | Not computed | 0 | 0 |
| S••••••••• F••••••••• I•• CRD 336434 | Mckinney, TX | independent RIA | $210M | 100% | 3 | $70.1M | 2 | 0 |
| L••••• A•••• M••••••••• L••• CRD 114357 | Fort Worth, TX | independent RIA | $210M | 90% | 2 | $105M | 0 | 0 |
| S•••••••• W••••• P••••••• CRD 149134 | Richardson, TX | independent RIA | $209M | 99% | 1 | $209M | 0 | 0 |
| L•••••• P•••• C•••••• M••••••••• L• CRD 323308 | Austin, TX | asset manager | $208M | 0.0% | 0 | Not computed | 1 | 1 |
| C•••••• F•••••••• S••••••• L•• CRD 300349 | Austin, TX | independent RIA | $208M | 95% | 3 | $69.3M | 0 | 0 |
| T•••••••• W•••••• L•• CRD 325530 | Houston, TX | independent RIA | $208M | 100% | 2 | $104M | 0 | 0 |
| S•••• • W•••• CRD 285310 | College Station, TX | independent RIA | $207M | 100% | 8 | $25.9M | 4 | 0 |
| L••• H•••• W••••• M••••••••• L•• CRD 286175 | Austin, TX | independent RIA | $207M | 100% | 3 | $69.0M | 1 | 0 |
| C•••••••• R••••• P••••••• CRD 315665 | Austin, TX | asset manager | $206M | 0.0% | 0 | Not computed | 1 | 4 |
| C•••••• W•••••• L•• CRD 300451 | The Woodlands, TX | independent RIA | $206M | 100% | 3 | $68.7M | 0 | 0 |
| W•••• R••• O•• • G•• H•••••••• L•• CRD 165255 | Plano, TX | asset manager | $205M | 0.0% | 0 | Not computed | 0 | 4 |
| S•••••••• C•••••• M••••••••• L•• CRD 173440 | Fort Worth, TX | asset manager | $203M | 0.0% | 1 | $203M | 0 | 20 |
| R••••••• V•••• M••••••••• L••• CRD 110156 | San Antonio, TX | independent RIA | $202M | 100% | 2 | $101M | 0 | 0 |
| P••••••• W•••• A•••••••• I••• CRD 317834 | Austin, TX | independent RIA | $200M | 99% | 4 | $50.0M | 0 | 0 |
| P•••••• P••••••• L•• CRD 148262 | Dallas, TX | independent RIA | $199M | 89% | 1 | $199M | 1 | 0 |
| T•• C••••••• G••••• I••• CRD 333740 | Houston, TX | asset manager | $199M | 0.0% | 0 | Not computed | 0 | 10 |
| S••••• G•••• M••••••••• L•• CRD 287991 | Dallas, TX | asset manager | $199M | 0.0% | 0 | Not computed | 0 | 3 |
| M••••• G••••• I••••••••• L••••• CRD 114683 | Dallas, TX | independent RIA | $199M | 84% | 2 | $99.7M | 0 | 0 |
| I••••••••• CRD 324314 | Austin, TX | asset manager | $199M | 0.0% | 0 | Not computed | 0 | 0 |
| S••••••••• C••••••• L•• CRD 306560 | San Antonio, TX | asset manager | $198M | 0.0% | 0 | Not computed | 0 | 5 |
| R•••• E•••••••• I••• CRD 154086 | Weatherford, TX | independent RIA | $197M | 100% | 2 | $98.7M | 1 | 0 |
| A•••• F•••••••• A••••••• CRD 297894 | Austin, TX | independent RIA | $196M | 100% | 2 | $98.2M | 2 | 0 |
| J••• F••••••••• I••• CRD 114929 | Dallas, TX | independent RIA | $196M | 100% | 2 | $97.9M | 0 | 0 |
| S•••••••• I••••••••• P••••••• L•• CRD 318477 | Dallas, TX | asset manager | $196M | 0.0% | 0 | Not computed | 0 | 0 |
| F•••••• W••••• M••••••••• CRD 159099 | Plano, TX | independent RIA | $193M | 99% | 5 | $38.6M | 2 | 0 |
| M•••••• M••••••••• L•• CRD 334468 | Austin, TX | asset manager | $193M | 0.0% | 0 | Not computed | 0 | 4 |
| H•••••• R••• W••••• M••••••••• CRD 331682 | Austin, TX | independent RIA | $192M | 92% | 6 | $32.1M | 0 | 0 |
| B••••••• L•• CRD 331771 | Dallas, TX | asset manager | $192M | 0.0% | 1 | $192M | 0 | 2 |
| H••• P••••• I••••••••• A•••••••• I••• CRD 114404 | Lubbock, TX | independent RIA | $191M | 55% | 2 | $95.6M | 0 | 0 |
| F••••••••• F••••• W••••• A••••••• L•• CRD 304547 | Houston, TX | independent RIA | $191M | 100% | 1 | $191M | 2 | 0 |
| C••• W••••• M••••••••• CRD 114236 | Houston, TX | independent RIA | $190M | 100% | 3 | $63.4M | 1 | 0 |
| S•••••••• 4• W••••• CRD 143248 | Southlake, TX | independent RIA | $189M | 98% | 4 | $47.4M | 0 | 1 |
| R••••••••• A•••••••• L•• CRD 147701 | Dallas, TX | other | $186M | 19% | 3 | $62.1M | 1 | 0 |
| R••••••••• F•••••••• G••••• L•• CRD 322692 | Beaumont, TX | independent RIA | $186M | 100% | 4 | $46.5M | 1 | 0 |
| D•••••• C••••• G••••• L•• CRD 310570 | The Woodlands, TX | independent RIA | $186M | 73% | 10 | $18.6M | 1 | 0 |
| D•••• C•••••• A••••••• CRD 300734 | Dallas, TX | independent RIA | $186M | 92% | 6 | $30.9M | 2 | 0 |
| S•••••••• A••••••• S•••••••• L••••• CRD 108706 | Houston, TX | independent RIA | $185M | 100% | 4 | $46.2M | 0 | 0 |
| B•••••• • B•• F•••••••• A•••••••• L•• CRD 291747 | Frisco, TX | independent RIA | $185M | 100% | 4 | $46.2M | 0 | 0 |
| A••••••••• W••••• A••••••• L•• CRD 286646 | New Braunfels, TX | independent RIA | $184M | 99% | 4 | $46.0M | 2 | 0 |
| M••••••••• CRD 316917 | Plano, TX | independent RIA | $184M | 90% | 2 | $92.0M | 0 | 0 |
| B••••• W••••• A••••••• L•• CRD 323508 | Fort Worth, TX | independent RIA | $184M | 92% | 2 | $91.8M | 1 | 0 |
| W•••• W••• W••••• M••••••••• L•• CRD 226524 | The Woodlands, TX | independent RIA | $183M | 100% | 2 | $91.4M | 0 | 0 |
| K•••••••• C•••••• P••••••• T••••• L•• CRD 281593 | Frisco, TX | independent RIA | $182M | 99% | 6 | $30.4M | 3 | 0 |
| M••••• C•••••• A•••••••• L•• CRD 108529 | San Antonio, TX | independent RIA | $182M | 97% | 8 | $22.7M | 3 | 0 |
The firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.