Texas has become a major wealth-management centre as business owners, corporate executives, investors and affluent families continue moving to Dallas, Austin, Houston and other growing cities. A strong wealth management company should provide more than investment selection. Financial planning, retirement strategy, tax coordination, estate planning and risk management are equally important.
The companies below were selected for their Texas presence, service range, regulatory information and experience handling complex financial needs. The order is editorial and does not rank investment performance. All investments involve risk, and past results cannot guarantee future returns.
1. Fisher Investments
Fisher Investments is an independent registered investment adviser headquartered in Plano. Founded in 1979, the firm serves high-net-worth individuals, families, institutions and business retirement plans. It reported more than $387 billion under management as of June 30, 2026.
Its Private Client Group focuses on long-term portfolio management. Clients receive investment guidance and access to a service team, while portfolio strategy is directed through the firm’s investment-policy structure. The company also provides educational resources and market commentary.
Fisher may suit investors who want discretionary portfolio management from a large company rather than a smaller local advisory practice. Prospective clients should examine the account minimum, asset-based fee, investment approach and custodian arrangement before enrolling.
Why Fisher Investments is good: Its scale, independent advisory model and Texas headquarters make it a major option for investors seeking professional portfolio management.
- Headquarters: 6500 International Parkway, Plano, TX 75093
- Official website: https://www.fisherinvestments.com/
The address is confirmed through Fisher Investments’ official locations directory.
2. Tolleson Wealth Management
Tolleson Wealth Management is a privately owned multi-family office based in Dallas. It began as a single-family office in 1997 and later expanded its services to other wealthy families with complex financial affairs.
Its services include investment management, estate-planning coordination, private banking, philanthropy, family engagement, financial reporting, bill payment and trustee or estate-settlement support. Tolleson reported more than $12.7 billion in total assets under oversight as of December 31, 2025, including regulatory assets under management and private trust assets under custody.
The firm is designed mainly for ultra-high-net-worth and multigenerational families that need several financial services coordinated through one team.
Why Tolleson Wealth Management is good: Its integrated family-office model can simplify investment, banking, estate, trust and administrative responsibilities for families with complicated wealth.
- Dallas address: 5500 Preston Road, Suite 250, Dallas, TX 75205
- Official website: https://www.tollesonwealth.com/
Tolleson publishes this address on its official contact page.
3. Linscomb Wealth
Linscomb Wealth is a Houston-based registered investment adviser with roots dating to 1971. The company provides fee-only wealth management and operates offices in Houston, Austin, The Woodlands and several locations outside Texas.
Its services include investment management, retirement-income planning, Social Security analysis, estate-planning coordination, tax strategies and risk management. The firm works with retirees, business owners, executives, families and institutions.
Linscomb’s team-based structure may appeal to clients who want financial planning connected directly with investment decisions. However, its tax and estate discussions do not replace advice from a qualified accountant or attorney.
Why Linscomb Wealth is good: Its long Houston history and broad financial-planning services make it useful for clients approaching retirement or managing several interconnected financial goals.
- Houston address: 1333 West Loop South, Suite 1500, Houston, TX 77027
- Official website: https://linscombwealth.com/
4. True North Advisors
True North Advisors is a privately held wealth-management and multi-family-office company headquartered in Dallas. Founded in 2000, it serves business owners, entrepreneurs, private investors and affluent families. The firm reported more than $5.6 billion in assets under management as of December 31, 2025.
Its services include comprehensive financial planning, portfolio management, alternative investments and transaction advice for business owners. True North’s client relationship summary states that its normal minimum is approximately $5 million in investible assets, although exceptions may be made.
The company has Texas offices in Dallas, Austin, Fort Worth and Kerrville, along with offices in other states.
Why True North Advisors is good: Its planning, portfolio and business-transition experience can suit entrepreneurs and families with significant investible assets.
- Headquarters: 3131 Turtle Creek Boulevard, Suite 1300, Dallas, TX 75219
- Official website: https://truenorthadvisors.com/
5. Venturi Private Wealth
Venturi Private Wealth is an independent wealth-management and multi-family-office firm headquartered in Austin. It focuses primarily on high-net-worth families, corporate executives, founders and business owners.
The firm’s services include investment management, financial planning, estate and wealth-transfer strategy, tax coordination, business-exit planning, private-investment access, philanthropy and family-office support. Its family-office offering also covers financial reporting, family governance, personal asset management and wealth education.
Venturi may be especially relevant to founders or executives who hold concentrated company stock or expect a major liquidity event.
Why Venturi Private Wealth is good: Its Austin-based team combines traditional wealth planning with private investments and family-office services for complex financial situations.
- Austin address: 3600 North Capital of Texas Highway, Building B, Suite 200, Austin, TX 78746
- Official website: https://venturiprivatewealth.com/
Frequently Asked Questions
Q: How can I verify a wealth management company?
A: Search the company and individual adviser through the SEC’s Investment Adviser Public Disclosure database. FINRA BrokerCheck can provide registration, employment and disciplinary information for brokers and brokerage firms.
Q: What is the difference between an adviser and a broker?
A: An investment adviser generally provides continuing portfolio advice and may manage investments for an ongoing asset-based fee. A broker usually carries out transactions and may receive commissions or other transaction-related compensation. Some professionals act in both capacities.
Q: What documents should I request before hiring a firm?
A: Request the firm’s Form ADV brochure and Form CRS. These documents explain services, fees, conflicts of interest, disciplinary information and the standard of conduct that applies to the relationship.
Q: Does SEC registration guarantee that a company is trustworthy?
A: No. Registration does not mean that the SEC approves the firm, guarantees its performance or certifies its skill. Investors must still review the adviser’s background, fees, conflicts and disciplinary history.
Q: Which fees should be compared?
A: Compare advisory fees, fund expenses, trading costs, custody charges, private-investment fees and financial-planning charges. Ask the adviser to explain the total expected annual cost in dollars, not only as a percentage.
