> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/naics/523940/texas/ # NAICS 523940 companies in Texas Companies with NAICS code 523940 (Portfolio Management and Investment Advice) headquartered in Texas, with their cities, sizes and SIC codes. By Enrich.chat Editorial. Updated October 22, 2026. **Short answer:** The biggest NAICS 523940 companies in Texas by headcount range include Fisher Investments, Vista Equity Partners and Crestline Investors. NAICS 523940 is the code for Portfolio Management and Investment Advice. Among those counted, they are mostly very small: 76% have 50 or fewer employees. ## Which NAICS 523940 companies are in Texas? The biggest by headcount range include Fisher Investments, Vista Equity Partners, Crestline Investors, 49 Financial and Madison Street Capital. NAICS 523940 is the code for Portfolio Management and Investment Advice. Names link to a company profile where we have one. | Company | City | Employees | | --- | --- | --- | | Fisher Investments | Plano | 5,001 to 10,000 | | Vista Equity Partners | Austin | 501 to 1,000 | | Crestline Investors | Fort Worth | 201 to 500 | | 49 Financial | Austin | 51 to 200 | | Madison Street Capital | Austin | 51 to 200 | | Logan Growth Advisors | Dallas | 51 to 200 | | Westwood Holdings Group | Dallas | 51 to 200 | | Fayez Sarofim & Co | Houston | 51 to 200 | | Isc Group | Dallas | 51 to 200 | | Advisor Resource Council | Dallas | 51 to 200 | | Price Realty Management | Addison | 51 to 200 | | First Western Securities | Hurst | 51 to 200 | | Img Financial Group | Houston | 11 to 50 | | Noble Capital Group | Austin | 11 to 50 | | Tenet Financial Group | Aledo | 11 to 50 | | Oak Harvest Financial Group | Houston | 11 to 50 | | Granite Harbor Advisors | Houston | 11 to 50 | | Fca | Houston | 11 to 50 | | Auto Financial Group | Houston | 11 to 50 | | Csg Investments | Plano | 11 to 50 | | Smith Anglin Financial | Dallas | 11 to 50 | | Pax Financial Group | San Antonio | 11 to 50 | | Icon Wealth Partners | Houston | 11 to 50 | | Goodman Financial | Houston | 11 to 50 | | Custodia Financial | Dallas | 11 to 50 | The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile. ## Which cities in Texas? Within Texas, Dallas (27%), Houston (27%) and Austin (18%) are the most common headquarters. **Figure: Cities of NAICS 523940 companies in Texas.** Bars for the share of counted NAICS 523940 companies in Texas headquartered in each city: Dallas 27%, Houston 27%, Austin 18%, Fort Worth 6%, Plano 6%. *Share of counted NAICS 523940 companies in Texas by headquarters city.* ## How big are they? 76% of the NAICS 523940 companies counted in Texas have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. **Figure: Size of NAICS 523940 companies in Texas.** Seven columns for the share of counted NAICS 523940 companies in Texas in each employee range: 11 to 50 76%, 51 to 200 18%, 201 to 500 2%, 501 to 1,000 2%, 1,001 to 5,000 0%, 5,001 to 10,000 2%, 10,001+ 0%. *Share of counted NAICS 523940 companies in Texas in each employee range.* ## How Texas compares with the rest of the country - 76% of NAICS 523940 companies in Texas have 50 or fewer employees, against 65% across NAICS 523940 companies nationwide. ## How do you reach the people at these Texas companies? The people to talk to are usually finance, operations and technology leaders. Build the list in three prompts to your AI agent. ### 1. Count them (free) Counting who matches never uses credits. ```text Use www.enrich.chat to count the companies with NAICS code 523940 in Texas ``` ### 2. Find the people (5 credits per person) Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included. ```text Use www.enrich.chat to find the finance, operations and technology leaders at companies with NAICS code 523940 in Texas, with their titles ``` ### 3. Get their work emails (10 credits each) An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown. ```text Use www.enrich.chat to find the work emails for these people and tell me which ones are verified ``` ## More to explore About the code: [NAICS 523940: Portfolio Management and Investment Advice](https://enrich.chat/naics/523940/). About the place: [companies in Texas](https://enrich.chat/companies-in/texas/). NAICS 523940 in other states: [New York](https://enrich.chat/naics/523940/new-york/)[California](https://enrich.chat/naics/523940/california/)[Florida](https://enrich.chat/naics/523940/florida/)[Massachusetts](https://enrich.chat/naics/523940/massachusetts/)[Illinois](https://enrich.chat/naics/523940/illinois/)[Pennsylvania](https://enrich.chat/naics/523940/pennsylvania/)[Ohio](https://enrich.chat/naics/523940/ohio/) Other NAICS codes in Texas: [NAICS 541511: Custom Computer Programming Services](https://enrich.chat/naics/541511/texas/)[NAICS 541512: Computer Systems Design Services](https://enrich.chat/naics/541512/texas/)[NAICS 238220: Plumbing, Heating, and Air-Conditioning](https://enrich.chat/naics/238220/texas/)[NAICS 621111: Offices of Physicians](https://enrich.chat/naics/621111/texas/)[NAICS 722511: Full-Service Restaurants](https://enrich.chat/naics/722511/texas/)[NAICS 531210: Offices of Real Estate Agents](https://enrich.chat/naics/531210/texas/)[NAICS 236115: New Single-Family Housing Construction](https://enrich.chat/naics/236115/texas/)[NAICS 236220: Commercial and Institutional Building](https://enrich.chat/naics/236220/texas/)[NAICS 541110: Offices of Lawyers](https://enrich.chat/naics/541110/texas/)[NAICS 524210: Insurance Agencies and Brokerages](https://enrich.chat/naics/524210/texas/) ## Frequently asked questions ### Which NAICS 523940 companies are in Texas? The biggest by headcount range include Fisher Investments, Vista Equity Partners, Crestline Investors, 49 Financial and Madison Street Capital. The page lists 25 with links to their profiles where we have them. ### What is NAICS 523940? NAICS 523940 is the code for Portfolio Management and Investment Advice, in sector 52: Finance and Insurance. ### Which cities in Texas have the most? Dallas (27%), Houston (27%) and Austin (18%) lead among the companies counted. ## Try this prompt Find the people at NAICS 523940 companies in Texas ```text Use www.enrich.chat to find the finance, operations and technology leaders at companies with NAICS code 523940 in Texas, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [NAICS 523940 in New York](https://enrich.chat/naics/523940/new-york/) - [NAICS 523940 in California](https://enrich.chat/naics/523940/california/) - [NAICS 523940 in Florida](https://enrich.chat/naics/523940/florida/) - [NAICS 523940 in Massachusetts](https://enrich.chat/naics/523940/massachusetts/) - [NAICS 541511 in Texas](https://enrich.chat/naics/541511/texas/) - [NAICS 541512 in Texas](https://enrich.chat/naics/541512/texas/) - [NAICS 238220 in Texas](https://enrich.chat/naics/238220/texas/) - [NAICS 621111 in Texas](https://enrich.chat/naics/621111/texas/) - [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)