Top Asset Management Companies in Texas
75 Companies
List of the Top Texas Wealth and Asset Management Companies
Sponsored
-
UndisclosedUndisclosed2 - 9Austin, TX
Services provided
20% Financial Advising & Planning80% Funding & InvestmentFocus Areas
60% Wealth & Asset Management40% Mortgage & Loan BrokerageJLM Financial Partners, LLC is a Funding & Investment company based in Austin, Texas. They focus on Funding & Investment and Financial Advising & Planning and were launched in 2015.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
20% Financial Advising & Planning60% Funding & Investment20% Business ConsultingFocus Areas
100% Wealth & Asset ManagementParavest Capital, LLC is a Dallas, Texas-based Funding & Investment company. Founded in 2016, the team specializes in Funding & Investment and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Austin, TX
Services provided
20% Financial Advising & Planning60% Funding & Investment20% Financial ConsultingFocus Areas
100% Wealth & Asset ManagementFunding & Investment company Barton Creek Equity Partners, LLC focuses on Funding & Investment and Financial Advising & Planning. They were established in 2012.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
20% Financial Advising & Planning50% Funding & Investment20% Business Consulting +110% Commercial DevelopmentFocus Areas
100% Wealth & Asset ManagementVista Private Equity Group is a Funding & Investment company established in 2006. Their services include Funding & Investment and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
20% Financial Advising & Planning40% Funding & Investment20% Commercial Financing +210% Business Consulting10% Commercial Property ManagementFocus Areas
50% Wealth & Asset Management50% Debt ConsultingHC2 Capital, LLC is a Funding & Investment company. They offer Funding & Investment and Commercial Financing and were founded in 2016.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
20% Financial Advising & Planning40% Funding & Investment20% Financial Consulting +210% Commercial Financing10% Commercial Property ManagementFocus Areas
100% Wealth & Asset ManagementSmall Funding & Investment company Tanenbaum Equity Partners, is headquartered in Dallas, Texas. The team specializes in Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999Westlake, TX
Services provided
100% Financial Advising & PlanningFocus Areas
50% Wealth & Asset Management50% Mortgage & Loan BrokerageFinancial Advising & Planning company defi SOLUTIONS was founded in 2012. The team provides Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
10% Financial Advising & Planning50% Funding & Investment20% Commercial Financing +210% Accounting10% Business ConsultingFocus Areas
100% Wealth & Asset ManagementBased in Dallas, Texas, Strait Lane Capital Partners, LLC is a small Funding & Investment company. The team focuses on Funding & Investment and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
10% Financial Advising & Planning50% Funding & Investment20% Business Consulting +120% Commercial FinancingFocus Areas
70% Wealth & Asset Management30% Debt ConsultingAlara Ventures is a Funding & Investment company. The Houston, Texas-based company focuses on Funding & Investment and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
20% Financial Advising & Planning40% Commercial Financing40% Funding & InvestmentFocus Areas
30% Wealth & Asset Management70% Debt ConsultingCommercial Financing company Pharos Capital Group is located in Brentwood, Tennessee and Dallas, Texas. The team specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Dallas, TX
3889 Maple Avenue, Suite 400
Dallas, TX 7521910 - 15
(214) 855-0194
Was this helpful?
-
UndisclosedUndisclosed50 - 249Houston, TX
Services provided
20% Financial Advising & Planning40% Commercial Financing40% Funding & InvestmentFocus Areas
20% Wealth & Asset Management80% Debt ConsultingOIC is a Commercial Financing company. Founded in 2015, the team focuses on Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Houston, TX
2019 Washington Avenue Suite 100
Houston, TX 7700716 - 20
(832) 844-3020
Was this helpful?
-
UndisclosedUndisclosed10 - 49Houston, TX
Services provided
40% Financial Advising & Planning30% Commercial Financing30% Funding & InvestmentFocus Areas
100% Wealth & Asset ManagementYellowstone Capital Partners is a Financial Advising & Planning company founded in 1993. The team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
Undisclosed$25 - $49 / hr2 - 9San Antonio, TX
Services provided
20% Financial Advising & Planning20% Accounting20% Application Testing +220% Back Office Outsourcing20% BrandingFocus Areas
50% Wealth & Asset Management50% Retirement PlanningBookkeeping Behance is a branding company. They are based in San Antonio, Texas and Dhaka, Bangladesh and have small team. They focus on Branding and Application Testing.
Read moreMore responsive than most other service providers
Get in TouchBookkeeping Behance is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
-
Undisclosed$25 - $49 / hr2 - 9El Paso, TX
Services provided
25% Financial Advising & Planning25% Accounting25% Customer Service Outsourcing +125% Finance & Accounting Outsourcing (FAO)Focus Areas
20% Wealth & Asset Management20% Actuarial Services20% Debt Consulting +220% Mortgage & Loan Brokerage20% Retirement PlanningIn El Paso, Texas, Miessau LLC is a small Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plano, TX
Services provided
40% Financial Advising & Planning20% Financial Consulting20% Insurance Services & Brokers +210% Accounting10% Business ConsultingFocus Areas
50% Wealth & Asset Management50% Retirement PlanningFinancial Advising & Planning company Surely Now was launched in 2021. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
Read more -
$1,000+$100 - $149 / hr10 - 49Austin, TX
Services provided
10% Financial Advising & Planning75% Accounting15% Tax LawFocus Areas
20% Wealth & Asset Management30% Retirement Planning25% Debt Consulting +215% Mortgage & Loan Brokerage10% Stocks Portfolio ManagementMATH LLC is an Austin, Texas-based Accounting company. The team offers Accounting and Tax Law.
Read more -
Undisclosed< $25 / hr50 - 249Houston, TX
Services provided
15% Financial Advising & Planning60% Accounting15% Financial Consulting +110% Fractional CFO ServicesFocus Areas
25% Wealth & Asset Management20% Actuarial Services20% Debt Consulting +220% Mortgage & Loan Brokerage15% Retirement PlanningTop Outsourcing Partners is an Accounting company launched in 2012. The firm focuses on Accounting and Financial Advising & Planning, and is midsize.
Read moreSee All Locations (2)Houston, TX
801 Travis Street
Houston, TX 7700210 - 15
+1 346 777 4586
Was this helpful?
-
UndisclosedUndisclosed2 - 9The Woodlands, TX
Services provided
30% Financial Advising & Planning20% Business Consulting20% Financial Consulting +310% Funding & Investment10% Insurance Services & Brokers10% Market ResearchFocus Areas
40% Wealth & Asset Management40% Retirement Planning20% Stocks Portfolio ManagementMellig Group, a Financial Advising & Planning company, was established in 2016. The small team focuses on Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Addison, TX
Services provided
20% Financial Advising & Planning60% Business Consulting20% Financial ConsultingFocus Areas
50% Wealth & Asset Management50% Debt ConsultingBusiness Relationships Profits is a Business Consulting company. Their small team is located in Addison, Texas. Their team offers Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
10% Financial Advising & Planning60% Funding & Investment20% Financial Consulting +110% Commercial FinancingFocus Areas
100% Wealth & Asset ManagementBlue Ridge Construction Capital, a Funding & Investment company, was founded in 2022. They provides Funding & Investment and Financial Consulting.
Read moreSee All Locations (2)Dallas, TX
5614 W Hanover Avenue
Dallas, TX 752091
Was this helpful?
-
UndisclosedUndisclosed50 - 249Dallas, TX
Services provided
20% Financial Advising & Planning80% Commercial FinancingFocus Areas
25% Wealth & Asset Management50% Debt Consulting25% Retirement PlanningVRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.
Read moreSee All Locations (5)Dallas, TX
100 Crescent Court, 7th Floor
Dallas, TX 75201Was this helpful?
-
UndisclosedUndisclosedFreelancerAbilene, TX
Services provided
20% Financial Advising & Planning60% Funding & Investment20% Commercial FinancingFocus Areas
100% Wealth & Asset ManagementCustomPrivateEquity is a small Funding & Investment company. Founded in 2004, the team focuses on Funding & Investment and Commercial Financing.
Read more -
UndisclosedUndisclosedFreelancerHouston, TX
Services provided
10% Financial Advising & Planning60% Funding & Investment20% Business Consulting +110% Financial ConsultingFocus Areas
100% Wealth & Asset ManagementPLS Equity, LLC is a Funding & Investment company. Launched in 2018, the agency is headquartered in Houston, Texas. Their team provides Funding & Investment and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Southlake, TX
Services provided
50% Financial Advising & Planning25% Accounting25% Commercial FinancingFocus Areas
50% Wealth & Asset Management50% Retirement PlanningBakerAvenue Wealth Management is a San Francisco, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (5)Southlake, TX
550 Reserve St., Suite 270
Southlake, TX 76092(214) 306-9849
Was this helpful?
-
UndisclosedUndisclosed1,000 - 9,999Houston, TX
Services provided
40% Financial Advising & Planning30% Commercial Financing30% Funding & InvestmentFocus Areas
100% Wealth & Asset ManagementKKR is a large Financial Advising & Planning company. Launched in 1976, the team offers Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (3)Houston, TX
600 Travis Street Suite 7200
Houston, TX 7700250 - 75
(713) 343-5142
Was this helpful?
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top Texas Wealth and Asset Management Companies
-
UndisclosedUndisclosed10 - 49Dallas, TX
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
30% Financial Advising & Planning50% Wealth & Asset Management70% Other -
UndisclosedUndisclosed10 - 49San Antonio, TX
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning35% Wealth & Asset Management50% Other -
$1,000+$100 - $149 / hr50 - 249Dallas, TX
Ability to deliver
8.8/40.00/20 Reviews2.1/10 Clients & Experience6.8/10 Market PresenceService focus
25% Financial Advising & Planning15% Wealth & Asset Management75% Other -
UndisclosedUndisclosed50 - 249Southlake, TX
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% Financial Advising & Planning50% Wealth & Asset Management75% Other -
UndisclosedUndisclosed50 - 249Tomball, TX
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
15% Financial Advising & Planning60% Wealth & Asset Management85% Other -
$1,000+Undisclosed50 - 249Houston, TX
Ability to deliver
5.9/40.00/20 Reviews0.7/10 Clients & Experience5.2/10 Market PresenceService focus
25% Financial Advising & Planning25% Wealth & Asset Management75% Other -
$5,000+$300+ / hr10 - 49Dallas, TX
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
15% Financial Advising & Planning90% Wealth & Asset Management85% Other -
UndisclosedUndisclosed1,000 - 9,999Spring, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Financial Advising & Planning100% Wealth & Asset Management80% Other -
UndisclosedUndisclosed50 - 249Houston, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
40% Financial Advising & Planning100% Wealth & Asset Management60% Other -
$1,000+$100 - $149 / hr10 - 49League City, TX
Ability to deliver
6.3/40.00/20 Reviews0.8/10 Clients & Experience5.5/10 Market PresenceService focus
20% Financial Advising & Planning30% Wealth & Asset Management80% Other -
UndisclosedUndisclosed10 - 49San Antonio, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Financial Advising & Planning50% Wealth & Asset Management -
UndisclosedUndisclosed10 - 49Austin, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning100% Wealth & Asset Management50% Other -
UndisclosedUndisclosed10 - 49Dallas, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning100% Wealth & Asset Management50% Other -
$1,000+< $25 / hr50 - 249Houston, TX
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
25% Financial Advising & Planning15% Wealth & Asset Management75% Other -
$1,000+$150 - $199 / hr2 - 9Sugar Land, TX
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
40% Financial Advising & Planning30% Wealth & Asset Management60% Other
Get personalized agency matches based on your project goals.