Americana Partners, LLC

RIASEC Registered

Total AUM

$9.1B

Discretionary

$7B

77% of AUM

Avg account

$1.3M

Accounts

6,991

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 301354
Registered since: April 17, 2019
Website: www.americanapartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI74.22%
Charitable Organizations17.4%
Corporations / Businesses4.46%
Individuals2.58%
Pooled Investment Vehicles1.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Americana Partners, LLC is an independent registered investment adviser organized as a limited liability company that registered with the SEC in 2019. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services span financial planning, discretionary portfolio management for individuals, businesses and pooled investment vehicles, and the selection of third‑party advisers. Corporate activities include acting as a sponsor or general partner of pooled vehicles and other roles tied to insurance and fund management; the firm also lists accounting among its business activities. Fee arrangements include percentage‑of‑AUM and fixed‑fee structures. Americana Partners has received industry recognition — including repeated placement on Forbes’ lists of top RIA firms (2022–2024) and a spot on AdvisorHub’s 50 RIA Firms to Watch in 2026.