Top 20 RIAs in Dallas-Fort Worth 2026: The Largest Wealth Management Firms by AUM

Dallas-Fort Worth has grown into one of the largest wealth management hubs in the country, drawing both long-established Highland Park and Turtle Creek firms and newer advisory practices built around the region's fast-growing base of entrepreneurs, business owners, and corporate relocations. With North Texas continuing to add corporate headquarters and high-net-worth households every year, the metro's registered investment adviser landscape has become one of the most competitive in the Sun Belt, a theme we also traced in our recent look at the 20 largest RIAs in Atlanta.

We ranked firms using AdvizorPro's dataset of SEC-registered investment advisers headquartered in the Dallas-Fort Worth metro area, sorted by total assets under management (AUM). All key insights are based on data as of October 2026.

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Top 20 RIAs in Dallas-Fort Worth by AUM

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Firm Profiles and Key Insights

1. Fisher Investments | $386.67 billion AUM

Fisher Investments relocated its headquarters to Plano in 2023, and the move instantly made North Texas home to one of the largest independent wealth managers in the country. The firm serves individuals, families, and institutional clients with portfolio management, retirement planning, and estate planning services.

Key Insights:

• Total AUM grew 29% year over year to $386.67 billion, with 199,922 advisory clients across 421 branches and 3,006 registered reps.
• Clients break down as 73.2% high-net-worth and 12.5% individuals, confirming a direct-to-consumer base rather than an institutional-only book.
• Custodial relationships are split primarily between Charles Schwab ($84.97 billion) and Fidelity/NFS ($73.99 billion).
• Runs on Salesforce CRM with a technology stack that includes SmartAsset, MSCI, and SS&C.

2. First Command Advisory Services | $24.43 billion AUM

First Command Advisory Services has built its practice around military families, with roots in Fort Worth dating back to 1958. The firm pairs financial planning with insurance and asset management delivered through a nationwide network of advisors.

Key Insights:

• AUM rose 11% year over year to $24.43 billion across 114,604 advisory clients.
• Clients are overwhelmingly individual investors: 82.3% individuals and 17.5% high-net-worth, for a combined 99.8% direct-to-consumer base.
• Operates 489 branches with 1,022 registered reps and 1,787 employees, one of the largest advisor footprints on this list.
• Custodial assets run through Pershing, Fidelity/NFS, and Wells Fargo, with Envestnet as the core planning platform.

3. True North Advisors, LLC | $5.42 billion AUM

Based on Turtle Creek Boulevard in Dallas, True North Advisors focuses on wealth planning for business owners and entrepreneurs, with services spanning estate planning, tax planning, and business succession.

Key Insights:

• AUM climbed 21% year over year to $5.42 billion across 1,068 advisory clients.
• 69.9% of client assets belong to high-net-worth households, with an average account size north of $1 million.
• Runs on the Tamarac portfolio management platform.
• Primary custodian is Charles Schwab, holding $3.62 billion of firm assets.

4. Tectonic Advisors LLC | $5.14 billion AUM

Tectonic Advisors operates out of Frisco and is affiliated with Cain, Watters & Associates, sharing back-office infrastructure while serving its own base of advisory clients with asset management and financial planning.

Key Insights:

• AUM increased 18% year over year to $5.14 billion across 2,377 advisory clients.
• Client assets split 45.5% high-net-worth and 43.7% other pooled vehicles, reflecting a mix of individual and fund-structured relationships.
• Uses the CAIS platform for access to alternative investments, including private equity and private placements.
• Charles Schwab custodies $2.90 billion of firm assets.

5. Cain, Watters & Associates, LLC | $5.04 billion AUM

Cain, Watters & Associates has spent more than three decades building a planning practice centered on healthcare professionals, particularly orthopedic and dental practice owners, out of its Frisco headquarters.

Key Insights:

• AUM grew 19% year over year to $5.04 billion across 4,327 advisory clients, supported by 341 employees.
• Clients break down as 49.9% high-net-worth and 41.6% other, consistent with a practice built around business-owning professionals.
• Runs on Black Diamond, eMoney, and Orion, with CAIS for alternatives access.
• Charles Schwab custodies $2.76 billion of firm assets.

6. Quotient Wealth Partners, LLC | $4.91 billion AUM

Quotient Wealth Partners serves business owners, entrepreneurs, and retirees from its Dallas headquarters, with a service lineup that spans equity compensation planning, estate planning, and legacy planning.

Key Insights:

• AUM rose 7% year over year to $4.91 billion across 2,355 advisory clients and 13 branch offices.
• 82.3% of client assets belong to high-net-worth households.
• Technology stack includes Black Diamond, eMoney, Envestnet, and Pontera.
• Fidelity/NFS custodies $4.43 billion of firm assets.

7. Turtle Creek Trust | $4.28 billion AUM

Turtle Creek Trust is a Dallas-based trust company serving a concentrated roster of ultra-high-net-worth families with fiduciary portfolio management and trust administration.

Key Insights:

• AUM grew 17% year over year to $4.28 billion, spread across just 101 advisory clients.
• Average account size exceeds $7.6 million, and 99% of client assets are classified high-net-worth, among the most concentrated client bases on this list.
• Fidelity/NFS custodies $2.59 billion of firm assets.
• Operates with a lean staff of 10 employees across two branches.

8. SFMG Wealth Advisors | $2.96 billion AUM

SFMG Wealth Advisors has operated out of Plano since 1993, serving business owners and entrepreneurs with financial planning, estate planning, and retirement plan services.

Key Insights:

• AUM increased 17% year over year to $2.96 billion across 988 advisory clients.
• Clients break down as 86.9% high-net-worth and 12.6% individuals.
• Runs on the Orion portfolio management platform.
• Custodial assets are split between Charles Schwab ($2.07 billion) and Fidelity/NFS ($563 million).

9. Turtle Creek Wealth Advisors, LLC | $2.76 billion AUM

Operating as a multi-family office from Dallas's Harwood Street corridor, Turtle Creek Wealth Advisors is one of the fastest-growing firms on this list, having been established in 2022.

Key Insights:

• AUM surged 61% year over year to $2.76 billion, the fastest growth rate among the top 10 firms on this list.
• Average account size is $1.92 million, with 85.1% of client assets classified high-net-worth.
• Runs on Black Diamond and the JP Morgan platform.
• Charles Schwab custodies just over $1 billion of firm assets.

10. Requisite Capital Management LLC | $2.43 billion AUM

Requisite Capital Management is a Dallas-based advisory firm offering asset management, estate planning, and tax planning to high-net-worth individuals and charitable institutions.

Key Insights:

• AUM grew 22% year over year to $2.43 billion across 231 advisory clients.
• Average account size of $2.6 million, with 74.7% of client assets high-net-worth and 9.6% held for charitable organizations.
• Fidelity/NFS custodies $1.09 billion of firm assets, alongside relationships with Charles Schwab and UBS.

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11. Beaird Harris | $2.27 billion AUM

Beaird Harris has served Dallas-area business owners, entrepreneurs, and physicians since 1996, combining wealth planning with the tax and accounting services of its affiliated CPA practice.

Key Insights:

• AUM climbed 19% year over year to $2.27 billion across 800 advisory clients.
• 89.5% of client assets are classified high-net-worth, among the highest concentrations on this list.
• Custodial assets split between Charles Schwab ($1.36 billion) and Fidelity/NFS ($802 million).
• 18 employees support a roster of more than 500 financial planning clients.

12. Guidestone Advisors | $1.96 billion AUM

Guidestone Advisors provides retirement and financial planning out of Dallas, with a client base weighted toward retirees and ministry workers affiliated with its parent organization.

Key Insights:

• AUM grew 23% year over year to $1.96 billion across 2,105 advisory clients, the fastest client growth of any firm in the top 15.
• Clients break down as 58.4% high-net-worth and 41.4% individuals.
• Runs on the Orion platform, with Holistiplan and RightCapital supporting its planning workflow.
• BNY Mellon and Charles Schwab serve as primary custodians.

13. View Capital RIA, LP | $1.82 billion AUM

View Capital serves entrepreneurs and high-net-worth families from its Harwood Street office in Dallas, offering estate planning, charitable giving strategies, and legacy planning alongside core asset management.

Key Insights:

• AUM grew 2% year over year to $1.82 billion across just 141 advisory clients.
• Average account size of $12.9 million, with 95.4% of client assets classified high-net-worth, the most concentrated UHNW client base on this list outside of Turtle Creek Trust.
• Custodial relationships include Pershing ($695.7 million) and Charles Schwab ($213.4 million).

14. Astra Wealth Management Group | $1.57 billion AUM

Astra Wealth Management Group operates out of Plano, serving business owners with financial planning, estate planning, and retirement plan services.

Key Insights:

• AUM grew 20% year over year to $1.57 billion across 965 advisory clients.
• 82.7% of client assets are classified high-net-worth.
• Runs on the Black Diamond platform.
• Fidelity/NFS custodies the firm's full $1.57 billion in assets.

15. QuadCap Wealth Management, LLC | $1.34 billion AUM

QuadCap Wealth Management serves retirees from its Frisco headquarters, with asset management, estate planning, and retirement plan services for more than 500 financial planning clients.

Key Insights:

• AUM grew 18% year over year to $1.34 billion across 582 advisory clients.
• 94.7% of client assets are classified high-net-worth.
• Uses eMoney for financial planning and Vanilla for estate planning technology.
• Charles Schwab custodies $1.33 billion of firm assets.

16. AssetBuilder, Inc. | $812.7 million AUM

AssetBuilder is an Allen-based advisory firm built around low-cost, evidence-based index investing for individual investors and business owners.

Key Insights:

• AUM grew 12% year over year to $812.7 million across 720 advisory clients.
• Clients break down as 71.2% high-net-worth and 22.7% individuals.
• Runs on the Orion platform with Redtail as its CRM.
• Custodial relationships include Charles Schwab and Vanguard.

17. Corus Family Wealth Advisors, Inc. | $619.5 million AUM

Corus Family Wealth Advisors serves entrepreneurs and families from McKinney, offering estate planning, tax planning, and investment planning services.

Key Insights:

• AUM grew 14% year over year to $619.5 million across 135 advisory clients.
• Average account size of $885,000, with 87.1% of client assets classified high-net-worth.
• Runs on the Tamarac platform.
• Charles Schwab custodies $429 million of firm assets.

18. Generational Wealth Advisors | $568.8 million AUM

Generational Wealth Advisors operates out of Richardson, providing business succession, estate planning, and tax planning services for business owners across five branch locations.

Key Insights:

• AUM jumped 45% year over year to $568.8 million, the fastest growth rate of any firm on this list.
• Clients break down as 71.5% high-net-worth and 7% individuals, with 18.5% held for corporate clients.
• Runs on the Orion platform with Hubspot and Wealthbox for CRM.
• Charles Schwab custodies $523 million of firm assets.

19. Mills Wealth Advisors, LLC | $548.7 million AUM

Mills Wealth Advisors serves business owners and retirees from its Southlake headquarters, with more than 250 financial planning clients on its books.

Key Insights:

• AUM grew 25% year over year to $548.7 million across 472 advisory clients.
• Clients break down as 76.8% high-net-worth and 13.3% individuals.
• Custodial assets are concentrated with Charles Schwab, which holds essentially all of the firm's $548.7 million in assets.

20. Trinity Portfolio Advisors, LLC | $530.5 million AUM

Trinity Portfolio Advisors is a Southlake-based advisory firm serving business owners through a network of affiliated planning practices across North Texas.

Key Insights:

• AUM grew 9% year over year to $530.5 million across 672 advisory clients.
• Clients break down as 67.9% high-net-worth, 18.7% individuals, and 13.3% retirement plan assets.
• Runs on the Pontera platform for held-away account management.
• Fidelity/NFS custodies $494 million of firm assets.

Closing Thoughts

Dallas-Fort Worth's RIA landscape reflects the region's broader economic story: a deep base of entrepreneurs and business owners, a growing population of retirees and relocating executives, and specialty practices built around healthcare professionals and military families. The metro's firms range from trust companies managing concentrated multigenerational wealth to fast-growing wealth managers adding thousands of new clients a year, a growth pattern we also explored in our Q2 2026 RIA ETF trends report.

For firms looking to benchmark themselves against the region's largest players, or for distribution and sales teams building a North Texas territory plan, this ranking offers a starting point grounded in verified AUM, client composition, and technology adoption data. For a look at how another major Sun Belt and East Coast market stacks up, see our companion ranking of the top RIAs in Boston.

About AdvizorPro

AdvizorPro is the advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers, combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT, AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.

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