6B+ AUM, Texas Based, Independent RIA

1B+ AUM Growth from 6 new partnerships in 2026

Overview

• Advisors operate in a client-first, fiduciary environment with no proprietary products to sell, providing the freedom to recommend the solutions they believe are best suited to each client (Average client 5M+ liquid assets).

• The culture emphasizes transparency, collaboration, innovation, and a positive working environment in a Texas based, fully independent RIA with no private equity

• The firm offers a boutique family office model (serving 10M – 100M+ level clientele) supported by a multidisciplinary team of financial planners, investment professionals, estate planning specialists, MBAs, Ph.D.’s, and other highly credentialed experts.

• Advisors can deliver a comprehensive suite of services—including investment management, financial planning, estate and legacy planning, tax strategies, risk management, succession planning, and access to private-market opportunities for qualified clients.

• An experienced in-house investment team provides research, portfolio construction, trading, and access to public and private investment solutions, with due diligence on 200+ deals a year, resulting in access to multiple exclusive deals annually

• Advisors participate directly in product development through dedicated feedback channels, creating a responsive and collaborative ecosystem.

• Advisors receive access to in-house marketing resources, qualified lead distribution, exclusive events and a dedicated media studio designed to help expand their visibility and accelerate organic growth.

• Receive qualified, responsive leads with the firm handling much of the process—including introductory calls, qualification, scheduling and presentations.