- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - Texas # 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 86 newRiaPulse: records in Texas (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=TX) 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). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=TX&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=TX) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 86 Most frequent - 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) ## How do I get new newRiaPulse: records in Texas by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=TX) [Watch this exact filter](/v/newriapulse?state=TX#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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 | Included in the full CSV with every column 🔒 Unlock all 86 records → | | Integra Wealth Advisors, LLC | Included in the full CSV with every column 🔒 Unlock all 86 records → | | Covalence Investment Partners, L.P. | Included in the full CSV with every column 🔒 Unlock all 86 records → | Browse 35 more matching record reports - [Crux Capital LTD](/report/newriapulse/crux-capital-ltd-dallas-tx--ria-149665) - [Integra Wealth Advisors, LLC](/report/newriapulse/integra-wealth-advisors-llc-houston-tx--ria-156216) - [Covalence Investment Partners, L.P.](/report/newriapulse/covalence-investment-partners-l-p-houston-tx--ria-332274) - [Redfish Capital](/report/newriapulse/redfish-capital-cypress-tx--ria-323348) - [Westmont Advisory, LLC](/report/newriapulse/westmont-advisory-llc-flower-mound-tx--ria-343407) - [Pontem Investment Management Company](/report/newriapulse/pontem-investment-management-company-houston-tx--ria-330449) - [Mission Trail Capital Management, LLC](/report/newriapulse/mission-trail-capital-management-llc-austin-tx--ria-318558) - [Mytimeequity](/report/newriapulse/mytimeequity-plano-tx--ria-316917) - [Endurance Financial Planning, LLC](/report/newriapulse/endurance-financial-planning-llc-mcallen-tx--ria-305583) - [Nextbio Capital Management LP](/report/newriapulse/nextbio-capital-management-lp-austin-tx--ria-332920) - [Gfn Capital Management](/report/newriapulse/gfn-capital-management-richardson-tx--ria-139403) - [Stability Partners Advisory Group, LLC](/report/newriapulse/stability-partners-advisory-group-llc-spring-tx--ria-165880) - [South Texas Capital Advisors, LLC](/report/newriapulse/south-texas-capital-advisors-llc-new-braunfels-tx--ria-283773) - [Heritage Haus Wealth Partners LLC](/report/newriapulse/heritage-haus-wealth-partners-llc-new-braunfels-tx--ria-342736) - [Double Eagle Wealth Management LLC](/report/newriapulse/double-eagle-wealth-management-llc-dallas-tx--ria-330398) - [Intercapital](/report/newriapulse/intercapital-austin-tx--ria-324314) - [The Gardner Group](/report/newriapulse/the-gardner-group-dallas-tx--ria-114263) - [Perea Capital](/report/newriapulse/perea-capital-houston-tx--ria-171657) - [Leder Fiduciary Capital LLC](/report/newriapulse/leder-fiduciary-capital-llc-bellaire-tx--ria-285490) - [Rwr Investments LLC](/report/newriapulse/rwr-investments-llc-dallas-tx--ria-157966) - [Kanos Capital Management, LLC](/report/newriapulse/kanos-capital-management-llc-houston-tx--ria-128395) - [Cravens Brothers Private Wealth Management LLC](/report/newriapulse/cravens-brothers-private-wealth-management-llc-dallas-tx--ria-162673) - [Mtr Financial Services, LLC](/report/newriapulse/mtr-financial-services-llc-kingwood-tx--ria-149078) - [Skylar Capital Management LP](/report/newriapulse/skylar-capital-management-lp-houston-tx--ria-341413) - [Worth Financial Group INC.](/report/newriapulse/worth-financial-group-inc-dallas-tx--ria-13478) - [Awaken Wealth Partners LLC](/report/newriapulse/awaken-wealth-partners-llc-houston-tx--ria-341005) - [Allegro Mineral Partners LLC](/report/newriapulse/allegro-mineral-partners-llc-houston-tx--ria-324740) - [Mdt Financial Advisors, LLC](/report/newriapulse/mdt-financial-advisors-llc-webster-tx--ria-340925) - [Legacy Chief Financial Office, LLC](/report/newriapulse/legacy-chief-financial-office-llc-shenandoah-tx--ria-300873) - [Maroon Pass Advisors LP](/report/newriapulse/maroon-pass-advisors-lp-austin-tx--ria-323742) - [Shelter Wealth Strategies, LLC](/report/newriapulse/shelter-wealth-strategies-llc-houston-tx--ria-170655) - [Augment Advisors, LLC](/report/newriapulse/augment-advisors-llc-austin-tx--ria-335130) - [Integrity Road Wealth Partners LLC](/report/newriapulse/integrity-road-wealth-partners-llc-houston-tx--ria-333154) - [Reliance Wealth Management](/report/newriapulse/reliance-wealth-management-san-antonio-tx--ria-332415) - [Ironhorn Advisors LLC](/report/newriapulse/ironhorn-advisors-llc-austin-tx--ria-339425) More records in this hub: [page 2](/hub/newriapulse/state/tx/page/2) [Browse all NewRiaPulse record reports](/hub/newriapulse/records) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More Texas public-record feeds [CMS HAC Reduction & Readmissions Penalties by Hospital in Texas](/hub/hospitalpenaltypulse/state/tx) [Texas School Nutrition Programs Pulse in Texas](/hub/txschoolnutritionproctyhpulse/state/tx) [New Trucking Company Registrations in Texas](/hub/fmcsacarrierpulse/state/tx) [New, Terminating & Large 401(k) Plans from Form 5500 Filings in Texas](/hub/benefitplanpulse/state/tx) [New Grants by Vendor Procurement Need in Texas](/hub/grantvendormatchpulse/state/tx) [Newly Medicare-Certified Hospices, Home Health Agencies & Dialysis Centers in Texas](/hub/newmedicareproviderpulse/state/tx) [New Executive & Auditor Changes (SEC 8-K) in Texas](/hub/execchangepulse/state/tx) [New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Texas](/hub/erateproviderpulse/state/tx) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)