By Robert H. Rex, Esq.
Investment News recently announced the largest Registered Investment Advisers (RIA) in the State of Texas. Here are the top twenty. Follow this link to the RIA Data Center and search for Texas RIA’s.
Rex Securities Law , with offices in Boca Raton, FL, and Austin, TX, provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers and broker dealers. If you have questions about how your account has been handled, call to speak with an experienced securities attorney.
Most cases handled on a contingent fee basis meaning that you do not pay legal fees unless we are successful.
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| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Robertson, Griege & Thoele, Financial Advisors | $773,492 | $1,970,000,000 | $236,000,000 | $2,206,000,000 |
| 2 | Century Management | $1,040,701 | $1,966,925,000 | $0 | $1,966,925,000 |
| 3 | Paul Comstock Partners | $12,572,414 | $0 | $1,885,862,120 | $1,885,862,120 |
| 4 | South Texas Money Management, | $862,255 | $1,787,157,020 | $77,900,117 | $1,865,057,137 |
| 5 | Retirement Advisors of America | $497,419 | $1,545,709,248 | $61,947,991 | $1,607,657,239 |
| 6 | Paratus Financial Inc. | $812,683 | $74,510,000 | $1,103,880,000 | $1,178,390,000 |
| 7 | Cain, Watters & Associates | $234,766 | $1,166,785,842 | $1,166,785,842 | |
| 8 | Patriot Wealth Management Inc. | $725,752 | $1,013,221,051 | $85,568,210 | $1,098,789,261 |
| 9 | True North Advisors | $407,893 | $869,302,678 | $183,468,866 | $1,052,771,544 |
| 10 | Frontier Investment Management Co. | $556,359 | $999,220,660 | $0 | $999,220,660 |
| 11 | Lee Financial Corp. | $749,885 | $856,409,570 | $112,441,238 | $968,850,808 |
| 12 | Durbin Bennett Peterson Private Wealth Management | $1,058,929 | $835,162,393 | $21,511,509 | $856,673,902 |
| 13 | Howard Financial Services | $2,212,654 | $473,730,071 | $269,721,632 | $743,451,703 |
| 14 | Tanglewood Wealth Management Inc. | $876,182 | $717,592,760 | $0 | $717,592,760 |
| 15 | The Financial Advisory Group Inc. | $446,402 | $560,234,452 | $0 | $560,234,452 |
| 16 | SFMG Wealth Advisors | $298,264 | $553,110,933 | $1,362,570 | $554,473,503 |
| 17 | Beaird Harris Wealth Management Inc. | $2,163,628 | $525,761,724 | $0 | $525,761,724 |
| 18 | Galapagos Partners | $14,906,257 | $134,789,394 | $386,929,600 | $521,718,994 |
| 19 | Warwick Partners | $873,648 | $0 | $504,095,000 | $504,095,000 |
| 20 | Austin Asset | $389,611 | $490,131,000 | $0 | $490,131,000 |