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Fastest Growing RIAs
in Texas

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Coyle Capital, LLC
Austin, 
TX
3 Year Grow Rate:
576%
AUM (MM):
$135

#

Meridian Wealth Advisors, LLC
Austin, 
TX
3 Year Grow Rate:
425%
AUM (MM):
$698

#

Requisite Capital Management LLC
Dallas, 
TX
3 Year Grow Rate:
410%
AUM (MM):
$856

#

Clare Market Investments, LLC
Dallas, 
TX
3 Year Grow Rate:
317%
AUM (MM):
$230

#

Lear Investment Management
Dallas, 
TX
3 Year Grow Rate:
294%
AUM (MM):
$421

#

Oak Harvest Investment Services
Houston, 
TX
3 Year Grow Rate:
274%
AUM (MM):
$182

#

Promus Asset Management, LLC
Dallas, 
TX
3 Year Grow Rate:
271%
AUM (MM):
$630

#

Icon Wealth Partners, LLC
Houston, 
TX
3 Year Grow Rate:
226%
AUM (MM):
$852

#

Dansby Wealth Management LLC
Wichita Falls, 
TX
3 Year Grow Rate:
183%
AUM (MM):
$48

#

Waterloo Capital
Austin, 
TX
3 Year Grow Rate:
169%
AUM (MM):
$729

#

Enclave Advisors, LLC
Austin, 
TX
3 Year Grow Rate:
165%
AUM (MM):
$875

#

Annandale Capital, LLC
Dallas, 
TX
3 Year Grow Rate:
158%
AUM (MM):
$739

#

Havenshare Financial, LLC
Dallas, 
TX
3 Year Grow Rate:
157%
AUM (MM):
$441

#

Venturi Private Wealth
Austin, 
TX
3 Year Grow Rate:
157%
AUM (MM):
$1,620

#

T.O.S. Advisors, LLC
Houston, 
TX
3 Year Grow Rate:
150%
AUM (MM):
$524

#

Strata Wealth Advisors, LLC
Dallas, 
TX
3 Year Grow Rate:
148%
AUM (MM):
$249

#

JKLUSK, LLC
Houston, 
TX
3 Year Grow Rate:
147%
AUM (MM):
$41

#

Innova Wealth, LLC
Houston, 
TX
3 Year Grow Rate:
139%
AUM (MM):
$39

#

Bastiat Capital, LLC
Plano, 
TX
3 Year Grow Rate:
128%
AUM (MM):
$69

#

IronBridge Private Wealth, LLC
Austin, 
TX
3 Year Grow Rate:
125%
AUM (MM):
$135

#

Traditions Wealth Advisors, LLC.
College Station, 
TX
3 Year Grow Rate:
124%
AUM (MM):
$56

#

Erguz, LLC
Spring, 
TX
3 Year Grow Rate:
124%
AUM (MM):
$479

#

Benchmark Private Wealth Management, LLC
Dallas, 
TX
3 Year Grow Rate:
122%
AUM (MM):
$265

#

YCG, LLC
Austin, 
TX
3 Year Grow Rate:
122%
AUM (MM):
$922

#

Addington Financial Group
Winnsboro, 
TX
3 Year Grow Rate:
119%
AUM (MM):
$224

#

QuadCap Wealth Management, LLC
Frisco, 
TX
3 Year Grow Rate:
108%
AUM (MM):
$448

#

Financial Life Advisors
San Antonio, 
TX
3 Year Grow Rate:
107%
AUM (MM):
$232

#

Lavaca Capital, LLC
Houston, 
TX
3 Year Grow Rate:
101%
AUM (MM):
$153

#

Pacific Global Advisory Group LLC
Dallas, 
TX
3 Year Grow Rate:
92%
AUM (MM):
$61

#

Keel Wealth Management, LLC
Austin, 
TX
3 Year Grow Rate:
92%
AUM (MM):
$207

#

Castleview Partners, LLC
Dallas, 
TX
3 Year Grow Rate:
91%
AUM (MM):
$328

#

Tanglewood Legacy Advisors, LLC
Houston, 
TX
3 Year Grow Rate:
90%
AUM (MM):
$259

#

SM Scherr Financial LLC
Houston, 
TX
3 Year Grow Rate:
86%
AUM (MM):
$84

#

Birnam Wood Capital, LLC
Dallas, 
TX
3 Year Grow Rate:
85%
AUM (MM):
$118

#

Keener Financial Planning
Keller, 
TX
3 Year Grow Rate:
84%
AUM (MM):
$149

#

Mosaic Advisors
Houston, 
TX
3 Year Grow Rate:
78%
AUM (MM):
$283

#

Fortiter Wealth Management, LLC
Houston, 
TX
3 Year Grow Rate:
72%
AUM (MM):
$299

#

Riverstone Advisors, LLC
New Braunfels, 
TX
3 Year Grow Rate:
70%
AUM (MM):
$211

#

Broyles Advisory, LLC
Dallas, 
TX
3 Year Grow Rate:
64%
AUM (MM):
$58

#

ACT Wealth Management, LLC
Plano, 
TX
3 Year Grow Rate:
59%
AUM (MM):
$289

#

Waterway Wealth Management, L.L.C.
Spring, 
TX
3 Year Grow Rate:
57%
AUM (MM):
$374

#

The Goff Financial Group
Houston, 
TX
3 Year Grow Rate:
56%
AUM (MM):
$354

#

Avion Wealth
Spring, 
TX
3 Year Grow Rate:
53%
AUM (MM):
$451

#

Legacy Consulting Group
Plano, 
TX
3 Year Grow Rate:
52%
AUM (MM):
$249

#

Callahan Advisors, LLC
Houston, 
TX
3 Year Grow Rate:
46%
AUM (MM):
$663

#

Autumn Lane Advisors, LLC
Houston, 
TX
3 Year Grow Rate:
44%
AUM (MM):
$566

#

Clintsman Financial Planning
Southlake, 
TX
3 Year Grow Rate:
43%
AUM (MM):
$361

#

Asset Management Advisors Inc
Houston, 
TX
3 Year Grow Rate:
39%
AUM (MM):
$432

#

Goodman Financial Corporation
Houston, 
TX
3 Year Grow Rate:
37%
AUM (MM):
$448

#

Pin Oak Investment Advisors Inc
Houston, 
TX
3 Year Grow Rate:
37%
AUM (MM):
$473

#

Brainard Capital Management LLC
Austin, 
TX
3 Year Grow Rate:
37%
AUM (MM):
$563

#

Tollefson and Company Investment Management LLC
Austin, 
TX
3 Year Grow Rate:
36%
AUM (MM):
$111

#

Holt Capital Partners, L.P.
Fort Worth, 
TX
3 Year Grow Rate:
32%
AUM (MM):
$621

#

The Financial Advisory Group, Inc.
Houston, 
TX
3 Year Grow Rate:
24%
AUM (MM):
$957

#

Segment Wealth Management, LLC
Houston, 
TX
3 Year Grow Rate:
24%
AUM (MM):
$769

#

Ember L. Flack, JD, CFP, CLU, ChFC
Dallas, 
TX
3 Year Grow Rate:
15%
AUM (MM):
$190

#

Wallace Capital Management, Inc.
Dallas, 
TX
3 Year Grow Rate:
14%
AUM (MM):
$973

#

Paratus Financial, Inc.
Dallas, 
TX
3 Year Grow Rate:
3%
AUM (MM):
$1,525

#

Diesslin Group, Inc.
Fort Worth, 
TX
3 Year Grow Rate:
3%
AUM (MM):
$805
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