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Largest RIA Firms in Houston, Texas by AUM
Explore registered investment advisers headquartered in Houston, Texas, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 231 firms with $521.3B in total reported AUM and median AUM of $615.3M.
Firms
231
Matching current profiles
Total AUM
$521.3B
Reported regulatory AUM
Median AUM
$615.3M
Across firms with AUM
Largest firm
$35.1B
Fayez Sarofim & CO.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Fayez Sarofim & CO. CRD 106584 · Limited Liability Company | HOUSTON, TX | $35.1B May 2026 | -$38.2M-0.1% | +$6.1B+21.0% | +$7.4B+26.9% | +$9.7B+38.2% | +3 employees+5.9% over 3Y | -132 accounts-4.2% over 3Y |
| 2. Kayne Anderson Capital Advisors, L.p. CRD 104536 · Limited Partnership | HOUSTON, TX | $34.1B Aug 2026 | +$3.7B+12.0% | +$4.2B+14.2% | +$1.4B+4.4% | +$28.1B+471.4% | +10 employees+3.3% over 3Y | -16 accounts-12.4% over 3Y |
| 3. The Variable Annuity Life Insurance Company CRD 104561 · Corporation | HOUSTON, TX | $32.9B Jul 2026 | +$1.2B+3.6% | +$4.3B+15.0% | -$2.4B-6.7% | +$11.6B+54.0% | -180 employees-9.6% over 3Y | 0 accounts+0.0% over 3Y |
| 4. Valic Financial Advisors, INC. CRD 42803 · Corporation | HOUSTON, TX | $29.2B May 2026 | +$2.8B+10.8% | +$6.1B+26.1% | +$5.9B+25.2% | +$19.7B+206.1% | -233 employees-12.4% over 3Y | -66,421 accounts-18.5% over 3Y |
| 5. Quantum Capital Group CRD 174733 · Limited Liability Company | HOUSTON, TX | $28.8B Jun 2026 | +$6.8B+30.9% | +$9.1B+46.4% | +$17.1B+146.7% | +$25.9B+891.3% | +47 employees+48.5% over 3Y | +31 accounts+77.5% over 3Y |
| 6. Garcia Hamilton & Associates LP CRD 108017 · Limited Partnership | HOUSTON, TX | $24.9B Mar 2026 | +$4.6B+22.9% | +$6.1B+32.7% | +$9.9B+65.8% | +$22.1B+815.9% | +6 employees+17.1% over 3Y | -60 accounts-13.6% over 3Y |
| 7. Sarofim Trust CO CRD 106590 · Limited Liability Company | HOUSTON, TX | $13.0B May 2026 | +$785.3M+6.5% | +$12.1B+1497.1% | +$12.3B+1796.4% | +$12.7B+4693.0% | +1 employees+4.0% over 3Y | +67 accounts+231.0% over 3Y |
| 8. Vaughan Nelson Investment Management, L.p. CRD 106975 · Limited Partnership | HOUSTON, TX | $12.2B Mar 2026 | -$3.6B-22.9% | -$2.0B-13.8% | -$948.8M-7.2% | +$4.3B+53.6% | +3 employees+6.0% over 3Y | -30 accounts-7.3% over 3Y |
| 9. The Energy & Minerals Group LP CRD 339275 · Limited Partnership | HOUSTON, TX | $12.0B Aug 2026 | — | — | — | +$122.1M+1.0% | +1 employees+4.8% over Total | -2 accounts-3.4% over Total |
| 10. The Windacre Partnership LLC CRD 168761 · Limited Liability Company | HOUSTON, TX | $11.4B Mar 2026 | +$3.2B+38.4% | +$4.3B+60.7% | +$8.2B+258.8% | +$11.4B+54308.1% | -2 employees-20.0% over 3Y | 0 accounts+0.0% over 3Y |
| 11. Caz Investments L.p. CRD 113931 · Limited Partnership | HOUSTON, TX | $10.8B Mar 2026 | +$2.2B+25.1% | +$5.8B+115.9% | +$8.9B+452.0% | +$10.5B+3510.1% | +50 employees+151.5% over 3Y | +6,665 accounts+96.6% over 3Y |
| 12. Americana Partners, LLC CRD 301354 · Limited Liability Company | HOUSTON, TX | $9.1B Sep 2026 | +$3.0B+49.6% | +$5.3B+137.5% | +$7.3B+418.2% | — | +44 employees+104.8% over 3Y | +4,431 accounts+173.1% over 3Y |
| 13. The Sterling Group, L.p. CRD 157406 · Limited Partnership | HOUSTON, TX | $9.0B Mar 2026 | -$497.1M-5.2% | +$3.0B+50.1% | +$4.6B+103.8% | +$7.8B+623.7% | +31 employees+55.4% over 3Y | +7 accounts+53.8% over 3Y |
| 14. Crossmark Global Investments, INC. CRD 113360 · Corporation | HOUSTON, TX | $9.0B Jun 2026 | +$2.0B+28.4% | +$3.2B+55.4% | +$4.9B+119.1% | +$5.5B+157.7% | +9 employees+20.0% over 3Y | +3,702 accounts+88.4% over 3Y |
| 15. U.s. Capital Wealth Advisors, LLC CRD 288199 · Limited Liability Company | HOUSTON, TX | $8.8B Mar 2026 | +$1.5B+20.3% | +$2.5B+39.9% | +$7.4B+544.6% | — | +30 employees+27.0% over 3Y | +2,323 accounts+25.6% over 3Y |
| 16. Ogam, LP CRD 287919 · Limited Partnership | HOUSTON, TX | $8.7B Jul 2026 | +$1.4B+19.1% | +$4.0B+84.1% | +$5.4B+161.8% | +$8.0B+1230.6% | -2 employees-4.5% over 3Y | +9 accounts+50.0% over 3Y |
| 17. Wincoram Asset Management LLC CRD 312425 · Limited Liability Company | HOUSTON, TX | $8.2B Mar 2026 | +$2.3B+38.3% | +$6.2B+304.0% | — | +$7.8B+1876.2% | +16 employees+133.3% over 3Y | +13 accounts+216.7% over 3Y |
| 18. 59 North Capital Management, LP CRD 300258 · Limited Partnership | HOUSTON, TX | $7.5B Mar 2026 | +$3.3B+77.7% | +$6.4B+595.6% | +$7.1B+1655.0% | +$7.5B+14559.1% | +5 employees+125.0% over 3Y | 0 accounts+0.0% over 3Y |
| 19. Five Point Infrastructure LLC CRD 171158 · Limited Liability Company | HOUSTON, TX | $7.1B Apr 2026 | -$1.3B-16.0% | +$3.5B+97.9% | +$4.1B+136.1% | +$6.6B+1465.1% | +6 employees+22.2% over 3Y | +3 accounts+33.3% over 3Y |
| 20. Trust Advisors, INC. CRD 157508 · Corporation | HOUSTON, TX | $7.0B Oct 2026 | +$889.5M+14.6% | +$2.1B+44.0% | +$2.0B+39.1% | +$4.5B+188.0% | -2 employees-2.6% over 3Y | +238 accounts+17.6% over 3Y |
| 21. Ara Partners CRD 298845 · Limited Liability Company | HOUSTON, TX | $6.8B Mar 2026 | +$615.7M+10.0% | +$3.5B+106.7% | +$6.2B+981.5% | +$6.6B+3237.7% | +46 employees+93.9% over 3Y | +24 accounts+141.2% over 3Y |
| 22. Linscomb Wealth, INC. CRD 106779 · Corporation | HOUSTON, TX | $5.2B Feb 2026 | +$926.8M+21.6% | +$517.5M+11.0% | +$1.4B+35.6% | +$3.4B+195.2% | -11 employees-19.3% over 3Y | -721 accounts-13.1% over 3Y |
| 23. Hines Capital Advisors LLC CRD 307282 · Limited Liability Company | HOUSTON, TX | $5.1B Mar 2026 | +$1.6B+46.3% | +$2.3B+80.6% | +$4.9B+2240.4% | — | -20 employees-2.3% over 3Y | +5 accounts+100.0% over 3Y |
| 24. Avidian Wealth Solutions CRD 127186 · Limited Liability Company | HOUSTON, TX | $4.8B Jun 2026 | +$769.3M+19.3% | +$1.1B+29.7% | +$2.2B+83.0% | +$4.3B+855.9% | -7 employees-10.6% over 3Y | +775 accounts+12.0% over 3Y |
| 25. Bridgeway Capital Management, LLC CRD 111441 · Limited Liability Company | HOUSTON, TX | $4.3B Sep 2026 | +$223.6M+5.6% | +$320.3M+8.1% | -$543.8M-11.3% | +$2.3B+114.3% | -9 employees-28.1% over 3Y | -8 accounts-25.8% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.