Financial advisors
Fee-only financial advisors in Texas
869 fee-only investment advisers in Texas serve individuals, across 121 cities. 569 offer hourly or flat-fee arrangements and 431 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
- Houston 157
- Dallas 151
- Austin 125
- San Antonio 38
- Plano 36
- Fort Worth 36
- The Woodlands 29
- Southlake 15
- Frisco 13
- Sugar Land 11
- Denton 10
- Lubbock 9
- El Paso 9
- Round Rock 8
- Waco 8
- New Braunfels 8
- Amarillo 7
- Cedar Park 7
- Richardson 7
- Flower Mound 6
- Lakeway 6
- Katy 5
- Allen 5
- Midland 5
- Georgetown 4
- Grapevine 4
- McKinney 4
- Victoria 4
- Addison 4
- College Station 4
- Wichita Falls 3
- Bellaire 3
- Montgomery 3
- Spring 3
- Carrollton 3
- Kingwood 3
- Abilene 3
- Leander 3
- Bryan 3
- McAllen 3
- Rockwall 3
Fee-only advisers in Texas serving the most individuals
- Fisher Investments Plano · 199,061 individual clients
- Sage Advisory Services Ltd Co Austin · 12,441 individual clients
- Coppell Advisory Solutions LLC Dallas · 8,848 individual clients
- Integrated Advisors Network LLC Dallas · 7,363 individual clients
- McGowan Group Asset Management, Inc. Dallas · 4,754 individual clients
- Symphony Financial, Ltd. Co. Houston · 2,823 individual clients
- Fayez Sarofim & Co. Houston · 2,739 individual clients
- Luther King Capital Management Corporation Fort Worth · 2,520 individual clients
- Teamwork Financial Advisors, LLC San Antonio · 2,480 individual clients
- Alongside, LLC Austin · 2,103 individual clients
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Other Texas cities
Albany
Aledo
Argyle
- Panteles Advisors $108M
- RFG Wealth Advisory $554M
Arlington
Bartlett
Bartonville
Baytown
Beaumont
Bee Cave
Bellville
Borger
Brenham
Brownsville
Burleson
Burnet
Canadian
Canyon
Clear Lake Shores
Colleyville
Comfort
Coppell
Corpus Christi
Cypress
DWG
Dripping Springs
- Curran Financial Partners, LLC $20M
- Optas, LLC $882M
Eastland
- Smart Money Group, LLC $424M
Fredericksburg
- Noble Investors LLC $6.8M
- Ssb&t Wealth Management, LLC $445M
Friendswood
- Lifestyle Wealth $571M
- Texas Family Wealth, LLC $257M
Fulshear
Garland
- 1836 Asset Management, LLC $387M
- Hyvorian Financial $464K
Granbury
- Berry Wealth Group $275M
Greenville
Jacksonville
- Simplyrich $439M
Jasper
Keller
Kemah
Kyle
Laredo
Las Colinas
Lewisville
- Financial Advantage $22M
- Zuwa Financial LLC $740K
Lindale
Little Elm
- Prudent Prosperity $188K
Lockhart
- Brownsboro Financial $4.9M
Longview
Lufkin
- 11 Financial $37M
Mansfield
- Schulz Wealth, Ltd. $438M
Melissa
Midlothian
Missouri City
Nacogdoches
- Uptick Partners, LLC $1.1B
North Richland Hills
Overton
- Pistol Hill Capital $1.2M
Pearland
- DPH Financial $2.8M
- Helios Wealth Advisors, LLC $95M
Prosper
- Clear Sky Financial, LP $141M
- Wisdom Index Advisors $221M
Richmond
Salado
San Angelo
Shavano Park
Shenandoah
Sherman
Sonora
Stafford
Streetman
- Rhonda L Russell Not reported
Sweet Home
Terrell Hills
- Mission Advisors, LP $53M
Texarkana
- Carroll Advisory Group $341M
- Floyd Capital Management $214M
Texas City
The Colony
Tomball
Tyler
Waxahachie
Weatherford
- Bentoak Capital $970M
- Forthright Financial Services $3.9M
Webster
West Lake Hills
Westlake
- Meristead Wealth, LLC $1.3B
Wimberley
Winnsboro
Woodlands
Yorktown
- Ronald Ray Schulze $5.6M
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.