NewRiaPulse: records in Texas
86 newRiaPulse: records in Texas are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-30 to 2026-09-25; the most frequent is Herndon Plant Oakley LTD with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
86 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-30 to 2026-09-25. Most frequent: Herndon Plant Oakley LTD (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Herndon Plant Oakley LTD (1)
- 24a Capital Management LLC (1)
- Ask Capital Investment Managers (1)
- Holm & Baucom Wealth Advisors, LLC (1)
- The Energy & Minerals Group LP (1)
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What are the top newRiaPulse: records in Texas right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Herndon Plant Oakley LTD | $155,401,000 | 286 | Corpus Christi |
| 24a Capital Management LLC | Houston | ||
| Ask Capital Investment Managers | $110,445,880 | 151 | Amarillo |
| Holm & Baucom Wealth Advisors, LLC | Victoria | ||
| The Energy & Minerals Group LP | $12,020,970,700 | 57 | Houston |
| Leo Wealth Americas, LLC | $512,279,544 | 1332 | Hurst |
| Pan Capital Management LP | $3,078,886,949 | 14 | Houston |
| Eight Partners Vc, LLC | $13,379,484,700 | 65 | Austin |
| Shoten Capital LP | $622,440,516 | 4 | Austin |
| Paradigm Global Investors | $3,031,178,794 | 5 | Dallas |
| Guidestone Investment Services | $3,906,919,547 | 65 | Dallas |
| Blue Orca, LLC | $232,192,784 | 6 | Austin |
| Eagle Financial Advisors, LLC | $113,064,000 | 421 | Frisco |
| Murray Securities, INC. | $116,646,361 | 49 | Tyler |
| Canyon Abf Manager LLC | $300,000,000 | 2 | Dallas |
| Crux Capital LTD | 🔒 Unlock all 86 records → | ||
| Integra Wealth Advisors, LLC | 🔒 Unlock all 86 records → | ||
| Covalence Investment Partners, L.P. | 🔒 Unlock all 86 records → | ||
Browse 35 more matching record reports
- Crux Capital LTD
- Integra Wealth Advisors, LLC
- Covalence Investment Partners, L.P.
- Redfish Capital
- Westmont Advisory, LLC
- Pontem Investment Management Company
- Mission Trail Capital Management, LLC
- Mytimeequity
- Endurance Financial Planning, LLC
- Nextbio Capital Management LP
- Gfn Capital Management
- Stability Partners Advisory Group, LLC
- South Texas Capital Advisors, LLC
- Heritage Haus Wealth Partners LLC
- Double Eagle Wealth Management LLC
- Intercapital
- The Gardner Group
- Perea Capital
- Leder Fiduciary Capital LLC
- Rwr Investments LLC
- Kanos Capital Management, LLC
- Cravens Brothers Private Wealth Management LLC
- Mtr Financial Services, LLC
- Skylar Capital Management LP
- Worth Financial Group INC.
- Awaken Wealth Partners LLC
- Allegro Mineral Partners LLC
- Mdt Financial Advisors, LLC
- Legacy Chief Financial Office, LLC
- Maroon Pass Advisors LP
- Shelter Wealth Strategies, LLC
- Augment Advisors, LLC
- Integrity Road Wealth Partners LLC
- Reliance Wealth Management
- Ironhorn Advisors LLC
More records in this hub: page 2
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Browse by registration status
Approved (1231) In 120-day approval window (219)
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Frequently asked questions
How many newRiaPulse: records in Texas are listed?
86 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-25.
Can I get alerts for Texas?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records