RIA IntelAdvisersTexasFRONTIER FINANCIAL PARTNERS, LLC

FRONTIER FINANCIAL PARTNERS, LLC

Advisory

TX

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in TX
#1,779
of 2,813 advisers by AUM
Average account
$154K
across 309 accounts
AUM per adviser
$12M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$48M
1-Year AUM Growth
3-Year CAGR
Employees
5
Assets Under Management
Total AUM$48M
Discretionary AUM$45M
Non-Discretionary AUM$3M
Discretionary %94.3%
Total Clients158
Team
Total Employees5
Investment Advisers4
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, KY, SD, TN, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

WORTHEN FINANCIAL ADVISORS, INC.
FRIENDSWOOD, TX
$48M
LADEWIG INVESTMENT MANAGEMENT, LLC
$48M
SLAYDEN DIEHL & COMPANY
DALLAS, TX
$47M
-4.3% 1Y
57 WEST CAPITAL ADVISORS, INC.
AUSTIN, TX
$47M
OPSIS CAPITAL MANAGEMENT LP
DALLAS, TX
$48M
+29.7% 1Y
IMS SECURITIES, INC.DBA IMS FINANCIAL ADVISORS, INC
HOUSTON, TX
$47M
-49.6% 1Y

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