The Top 10 RIAs in Houston

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”

Through our Dakota Marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.

Below are a few RIAs in Houston that we thought you might like to know. For a more detailed list of RIAs in Houston, click here to see for free.

1. The Price Group

AUM: $16,900,000,000

2. Alliant Retirement Consulting 

AUM: $15,800,000,000

3. Gallagher South Central Region

AUM: $9,505,395,665

4. Avalon Advisors

AUM: $8,381,714,741

5. US Capital Wealth Advisors

AUM: $6,263,762,538

6. Houston Trust Company

AUM: $5,100,000,000

7. Linscomb & Williams Inc. 

AUM: $4,696,563,994

8. Legacy Trust

AUM: $4,000,000,000

9. Avidian Wealth Solutions

AUM: $3,464,448,658

10. Paul Comstock Partners 

AUM: $3,365,393,181

For a more detailed list of all RIAs in Houston click here to see for free.

New call-to-action

Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.


The leading intelligence platform on institutional and RIA data