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Texas' Top 25 Excellence in Wealth Management Firms

4
min read
Top 25 wealth management companies in Texas Main

Texas' Top 25 Excellence in Wealth Management Firms

4
min read
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Top 25 wealth management companies in Texas Main
Top firms trust Inven to find niche companies

The wealth management industry is an integral part of Texas' robust financial scene. The arena comprises companies specializing in helping individuals, families, and businesses manage, grow, and safeguard their wealth. Services often include financial planning, investment advice, tax services, retirement planning, and estate planning. With a dynamic blend of established players and innovative startups, this industry in Texas caters to a wide variety of clients, from high net worth individuals to small businesses. Facing the future, the industry is expected to leverage technology to provide increasingly personalized and efficient services, marking an exciting era of transformation and growth.


Top 25 wealth management companies in Texas

1. US Capital Advisors LLC

  • Website: uscallc.com
  • Headquarters: Houston, Texas, United States
  • Founded: 2010
  • Headcount: 51-200
  • LinkedIn

USCA is an integrated financial services boutique offering wealth management and capital markets solutions. They provide investment banking, merchant banking, and public finance services, serving a diverse range of clients. With a team of experienced professionals, USCA offers tailored solutions to help clients achieve their financial goals.


2. Tolleson Wealth Management

Tolleson Wealth Management is a comprehensive multi-family office that provides financial services to families of substantial wealth. They offer a wide range of services, including financial planning, tax planning and preparation, investment management, estate planning, and more.


3. Linscomb & Williams

Linscomb & Williams is a wealth management company that provides financial and estate planning services for entrepreneurs and business owners. With over 50 years of experience, their goal is to help clients mitigate financial risks and grow their wealth, ultimately allowing them to live life on their terms and define their own future.


4. GDS Wealth Management

  • Website: gdswealth.com
  • Headquarters: Flower Mound, Texas, United States
  • Founded: 2007
  • Headcount: 11-50
  • LinkedIn

GDS Wealth Management is a financial advisory company based in Flower Mound and DFW. They provide comprehensive wealth management solutions and personalized financial planning services to individuals and families. With a focus on long-term financial goals, their team of experienced advisors helps clients achieve financial security and peace of mind.


5. Oxbow Advisors

Oxbow Advisors is an independent firm that offers financial advisory services to wealthy individuals and business owners. They have expertise in helping clients navigate the challenges of managing significant wealth, including making strategic investment decisions. Oxbow Advisors sets itself apart from Wall Street competitors by providing personalized, hands-on guidance to help clients preserve and grow their fortunes.


6. VisionPoint Advisory Group

VisionPoint Advisory Group is a wealth management firm located in Dallas, Texas. They offer financial planning, insurance, investment management, taxation, and legal services. Their team of fiduciaries provides integrated solutions to help clients make informed financial decisions and achieve their goals.


7. Century Management Financial Advisors

  • Website: centman.com
  • Headquarters: Austin, Texas, United States
  • Founded: 1974
  • Headcount: 11-50
  • LinkedIn

Century Management is an independent investment advisory firm specializing in personal wealth management and institutional investment. With a value-investing approach, they offer personalized service and investment recommendations to help clients reach their financial goals. Their experienced team, including research analysts, portfolio managers, and financial advisors, invests their own money in the same investments recommended to clients.


8. Willis Johnson & Associates

Willis Johnson & Associates is a financial advisory firm that offers holistic financial support to corporate professionals and executives. Their interdisciplinary team reviews clients' financial health and portfolio to build custom plans that optimize their finances and help them reach long-term financial goals. They specialize in benefit optimization for companies like Chevron, Shell, and BP, combining strategic tax planning, investment management, and expertise in employer-provided benefits. The firm operates as a fiduciary, putting clients' interests first, and provides services like fee-only financial planning and asset management.


9. Frontier Investment Management Company

Frontier Investment Management Company is an investment firm that offers investment and planning solutions to individuals, trusts, and organizations. With over $3B in managed assets, we have a long-standing partnership with Charles Schwab and TD Ameritrade. Our team of specialists works closely with your key advisors to provide expertise in various areas.


10. Luther King Capital Management

  • Website: lkcm.com
  • Headquarters: Fort Worth, Texas, United States
  • Founded: 1979
  • Headcount: 51-200
  • LinkedIn

Luther King Capital Management (LKCM) is an investment management firm that offers comprehensive financial solutions. With a focus on achieving superior returns over a market cycle, LKCM provides investment strategies and mutual funds to meet the objectives and risk profiles of their clients.


11. RGT Wealth Advisors

  • Website: rgtadvisors.com
  • Headquarters: Dallas, Texas, United States
  • Founded: 1985
  • Headcount: 51-200
  • Latest funding type: Acquired
  • LinkedIn

RGT Wealth Advisors is an independent, fee-only firm that provides investment advice to clients. With a focus on fresh ideas and strategic thinking, RGT aims to always act in the best interests of its clients.


12. FCA Corp

  • Website: fcacorp.com
  • Headquarters: Houston, Texas, United States
  • Founded: 1975
  • Headcount: 11-50
  • LinkedIn

FCA Corp is a global investment management and financial advisory firm that delivers long-term performance and innovative financial solutions to clients worldwide.


13. True North Advisors

True North Advisors is a privately-owned Multi-Family Office serving families, business owners and entrepreneurs with integrated wealth, planning, investment, and alternative solutions.


14. Rethink Wealth, LLC

Rethink Wealth is a financial planning firm that helps individuals and families navigate their financial journey. With years of experience and a focus on tailored strategies, they provide guidance in retirement planning, investment management, estate planning, insurance solutions, tax strategies, and lifestyle planning. Their team of professionals values trust, honesty, and integrity, and aims to empower clients to make smarter financial decisions.


15. Money Matters with Ken Moraif

MoneyMatters.net is a financial advisory firm offering retirement planning services. They provide practical advice and insights on various financial topics, helping retirees achieve peace of mind. With a focus on overcoming retirement fears and navigating market challenges, they offer personalized solutions to manage taxes, estate planning, social security, and more.


16. Advisor Resource Council

Advisor Resource Council is a firm that provides support and resources to independent financial advisors. They offer services such as compliance, asset management, marketing, and technology. They aim to empower advisors to be their best selves and help them reach their goals.


17. CORDA Investment Management

CORDA Investment Management is a financial advisory firm that provides investment management services, financial planning, estate planning, and retirement planning. They offer customized portfolios and investment strategies to help families achieve financial security. With over 20 years of experience, CORDA guides their clients with expert advice and plans to meet their strategic savings goals.


18. Tax Advisory Services Group, LLC

TAS Group LLC is a company that offers various financial services and solutions. They provide investment banking services, financial advisory, and asset management to their clients. With expertise in financial markets and investment strategies, they help clients achieve their financial goals.


19. SFMG Wealth Advisors

  • Website: sfmg.com
  • Headquarters: Plano, Texas, United States
  • Founded: 1992
  • Headcount: 11-50
  • LinkedIn

SFMG is a fee-only wealth advisory firm based in Dallas, Texas. We specialize in building comprehensive financial strategies and providing above and beyond service to our clients. Our team uses data, research, and care to help clients feel secure in their family's financial future and confident in their own decisions.


20. Intercontinental Wealth Advisors

Intercontinental Wealth Advisors is a global wealth management company based in San Antonio and Fort Lauderdale. With over 40 years of experience, we provide comprehensive financial planning and investment management services. Our team of trusted guides helps individuals and families navigate the complexities of their personal and professional circumstances, offering expert advice and support. We prioritize building long-term relationships with our clients and are dedicated to helping them achieve financial success and enjoy life.


21. Legacy Investments

Legacy Investment Services, Inc. is a financial firm that guides clients towards realizing their retirement dreams. With over two decades of experience, Legacy has received industry recognition and awards for their success. They offer personalized investment strategies and services to clients across the United States. Securities and investment advisory services are provided through Woodbury Financial Services, Inc. They prioritize their client's success and strive to create customized plans to achieve their unique financial goals.


22. 1900 Wealth

1900 Wealth is a San Antonio-based investment advisory firm specializing in structured wealth management plans for high-net-worth individuals and families. With over $1.7 billion assets under management, they provide comprehensive and personalized services in San Antonio, Austin, and Central and South Texas.


23. Insight Wealth Partners, LLC

Insight Wealth Partners is an investment advisory firm that offers customized financial planning and wealth management solutions. With a team of experienced professionals, they help clients align all areas of their financial life to achieve their goals.


24. WDW Financial

WDW Financial is a company that offers personalized and goal-driven financial strategies to individuals and families. They work closely with their clients to understand their unique needs and goals and provide investment advisory services. Their team of professionals focuses on what is important to each client's family when selecting investments, portfolios, and time horizons.


25. The Financial Advisory Group, Inc.

The Financial Advisory Group offers a wide range of services to help clients achieve and maintain financial independence. This includes financial planning, tax planning, retirement planning, investment management, family office, and pension plan fiduciary services.


Want to find more wealth management companies?


If you want to find more companies that offer financial planning, investment advice, and various other financial services you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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