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Top RIA Firms in The Woodlands, Texas
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in The Woodlands, Texas. This hub covers 24 matching firms with $17.6B in total reported AUM and median AUM of $553.6M.
Firms
24
Matching current profiles
Total AUM
$17.6B
Reported regulatory AUM
Median AUM
$553.6M
Across firms with AUM
Largest firm
$4.4B
Rockland Capital, LP
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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. Rockland Capital, LP CRD 156791 · Limited Partnership | THE WOODLANDS, TX | $4.4B Mar 2026 | +$2.6B+140.9% | +$3.3B+290.0% | +$3.2B+257.7% | +$4.0B+999.6% | -3 employees-11.1% over 3Y | +6 accounts+150.0% over 3Y |
| 2. Ew Healthcare Partners CRD 158263 · Corporation | THE WOODLANDS, TX | $2.1B May 2026 | +$12.4M+0.6% | -$22.7M-1.1% | -$1.2B-35.9% | +$268.4M+15.0% | -5 employees-27.8% over 3Y | -1 accounts-5.0% over 3Y |
| 3. Rhame & Gorrell Wealth Management CRD 283027 · Limited Liability Company | THE WOODLANDS, TX | $1.3B Jul 2026 | +$401.8M+43.6% | +$780.2M+143.7% | +$871.8M+193.1% | — | +18 employees+138.5% over 3Y | +1,302 accounts+85.7% over 3Y |
| 4. Avion Wealth CRD 134242 · Limited Liability Company | THE WOODLANDS, TX | $984.6M May 2026 | +$135.8M+16.0% | +$296.8M+43.2% | +$483.9M+96.6% | +$927.7M+1630.8% | 0 employees+0.0% over 3Y | +80 accounts+4.9% over 3Y |
| 5. Erguz, LLC CRD 168009 · Limited Liability Company | THE WOODLANDS, TX | $889.0M Mar 2026 | +$168.3M+23.3% | +$269.8M+43.6% | +$410.2M+85.7% | — | 0 employees+0.0% over 3Y | +55 accounts+52.9% over 3Y |
| 6. Waterway Wealth Management, L.l.c. CRD 164975 · Limited Liability Company | THE WOODLANDS, TX | $675.8M Apr 2026 | +$123.0M+22.2% | +$175.0M+35.0% | +$254.4M+60.4% | +$574.7M+568.8% | -3 employees-21.4% over 3Y | -233 accounts-17.8% over 3Y |
| 7. Bellatore Financial, INC. CRD 143543 · Corporation | THE WOODLANDS, TX | $638.7M Mar 2026 | +$73.2M+13.0% | -$7.9M-1.2% | +$123.4M+24.0% | +$138.0M+27.6% | -1 employees-25.0% over 3Y | +35 accounts+2.1% over 3Y |
| 8. Chj Wealth Management CRD 154238 · Limited Liability Company | THE WOODLANDS, TX | $600.2M Mar 2026 | +$59.9M+11.1% | +$141.5M+30.8% | +$203.4M+51.2% | +$455.1M+313.5% | +1 employees+20.0% over 3Y | +40 accounts+6.1% over 3Y |
| 9. Outlook Wealth Advisors, LLC CRD 291465 · Limited Liability Company | THE WOODLANDS, TX | $593.7M Mar 2026 | +$130.5M+28.2% | +$149.9M+33.8% | +$226.9M+61.9% | — | 0 employees+0.0% over 3Y | -36 accounts-1.4% over 3Y |
| 10. Ias Wealth Management, INC. CRD 112486 · Corporation | THE WOODLANDS, TX | $588.5M Jul 2026 | +$92.9M+18.8% | +$205.2M+53.5% | +$223.8M+61.4% | +$443.6M+306.0% | +2 employees+33.3% over 3Y | -508 accounts-68.4% over 3Y |
| 11. Endeavor Advisors, LLC CRD 324925 · Limited Liability Company | THE WOODLANDS, TX | $559.5M Apr 2026 | +$382.6M+216.3% | — | — | +$453.5M+427.5% | +7 employees+233.3% over 1Y | +76 accounts+20.5% over 1Y |
| 12. Qvidtvm Management LLC CRD 309456 · Limited Liability Company | THE WOODLANDS, TX | $555.8M Mar 2026 | +$118.5M+27.1% | +$100.1M+22.0% | +$253.2M+83.7% | +$253.2M+83.7% | 0 employees+0.0% over 3Y | +1 accounts+25.0% over 3Y |
| 13. The Sum CRD 297658 · Limited Liability Company | THE WOODLANDS, TX | $551.4M Jul 2026 | +$141.9M+34.7% | +$411.1M+293.0% | — | +$443.9M+412.9% | +8 employees+200.0% over 3Y | +580 accounts+157.2% over 3Y |
| 14. Peirce Capital Management, LLC CRD 142654 · Limited Liability Company | THE WOODLANDS, TX | $534.1M Mar 2026 | +$77.3M+16.9% | +$144.0M+36.9% | +$213.4M+66.5% | +$416.9M+355.8% | -1 employees-16.7% over 3Y | +312 accounts+43.9% over 3Y |
| 15. Hfg Wealth Management, LLC CRD 148406 · Limited Liability Company | THE WOODLANDS, TX | $505.6M Jul 2026 | +$44.9M+9.7% | +$101.8M+25.2% | +$56.3M+12.5% | +$413.6M+449.6% | -2 employees-16.7% over 3Y | +113 accounts+8.2% over 3Y |
| 16. Threadgill Financial, LLC CRD 174865 · Limited Liability Company | THE WOODLANDS, TX | $399.4M Jul 2026 | +$23.3M+6.2% | +$115.5M+40.7% | +$144.1M+56.5% | +$289.8M+264.3% | +1 employees+50.0% over 3Y | +22 accounts+2.5% over 3Y |
| 17. Awm Financial Services INC. CRD 144351 · Corporation | THE WOODLANDS, TX | $320.6M Mar 2026 | +$122.6M+61.9% | +$148.3M+86.0% | — | +$199.5M+164.8% | +7 employees+58.3% over 3Y | +978 accounts+56.8% over 3Y |
| 18. Legacy Capital CRD 332184 · Limited Liability Company | THE WOODLANDS, TX | $273.4M Mar 2026 | +$79.5M+41.0% | — | — | — | 0 employees+0.0% over 1Y | +314 accounts+42.4% over 1Y |
| 19. Position Wealth CRD 325116 · Limited Liability Company | THE WOODLANDS, TX | $242.1M Jul 2026 | +$35.9M+17.4% | +$88.9M+58.0% | — | +$110.9M+84.6% | +1 employees+50.0% over 3Y | -290 accounts-57.4% over 3Y |
| 20. Cooksen Wealth, LLC CRD 300451 · Limited Liability Company | THE WOODLANDS, TX | $206.2M Jun 2026 | +$27.4M+15.3% | +$91.2M+79.2% | — | +$91.2M+79.2% | 0 employees+0.0% over 3Y | +21 accounts+6.8% over 3Y |
| 21. Diamond Client Group, LLC CRD 310570 · Limited Liability Company | THE WOODLANDS, TX | $185.8M Mar 2026 | +$68.5M+58.4% | — | — | +$68.5M+58.4% | +3 employees+37.5% over 1Y | +86 accounts+13.7% over 1Y |
| 22. White Wing Wealth Management, LLC CRD 226524 · Limited Liability Company | THE WOODLANDS, TX | $182.8M Apr 2026 | +$30.9M+20.3% | +$80.1M+77.9% | — | +$70.4M+62.6% | +4 employees+400.0% over 3Y | +43 accounts+9.4% over 3Y |
| 23. Newport Global Advisors L.p. CRD 139368 · Partnership | THE WOODLANDS, TX | $174.8M Jul 2026 | -$11.7M-6.3% | -$297.8M-63.0% | -$201.6M-53.6% | -$262.4M-60.0% | -3 employees-37.5% over 3Y | 0 accounts+0.0% over 3Y |
| 24. Bison Investment Advisors, LLC CRD 149775 · Limited Liability Company | THE WOODLANDS, TX | $157.5M Mar 2026 | — | — | — | +$17.4M+12.4% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
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.