Advisers in Houston, TX
207 advisers in Houston — 207 registered with SEC or state. Alphabetical. We do not rate or rank advisers.
Financial planning (134)Hourly fees (75)Flat / fixed fees (112)% of assets managed (199)Retirement plan consulting (58)
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Integra Wealth Advisors, LLCSEC registeredNo commissions reportedIntegrity Road Wealth Partners LLCSEC registeredNo commissions reportedIntrua FinancialSEC registeredNo commissions reportedJaykay Wealth Advisors, INC.SEC registeredNo commissions reportedJcp Investment Management, LLCSEC registeredNo commissions reportedJoyce Wealth Management, LLCSEC registeredNo commissions reportedJv Global Capital, INC.State registeredNo commissions reportedKanos Capital Management, LLCSEC registeredNo commissions reportedKayne Anderson Capital Advisors, L.P.SEC registeredNo commissions reportedKdk Private Wealth ManagementSEC registeredNo commissions reported
Koin Capital INCSEC registeredNo commissions reportedLavaca Capital, LLCSEC registeredNo commissions reportedLinscomb Wealth, INC.SEC registeredNo commissions reportedLive Oak Wealth Advisory Group, LLCSEC registeredNo commissions reportedManaged Financial Services Corp INCState registeredNo commissions reportedManske Wealth Management, LLCSEC registeredNo commissions reportedMaxout Savings Advisors LLCState registeredNo commissions reportedMbr FinancialSEC registeredNo commissions reportedMcAlister, Sweet & Associates, INC.SEC registeredNo commissions reportedMcKinney Capital ManagementSEC registeredNo commissions reportedMnm Vested, LLCState registeredNo commissions reportedMobius FundState registeredNo commissions reportedMonex Asset Management, INC.SEC registeredNo commissions reportedMoney HolisticsState registeredNo commissions reportedMosaic AdvisorsSEC registeredNo commissions reportedMurray Investment Management, LLCSEC registeredNo commissions reportedNew Capital Management, LPSEC registeredNo commissions reportedNew Heights PlanningState registeredNo commissions reportedNewmyer Wealth ManagementState registeredNo commissions reportedNuclo WealthSEC registeredNo commissions reportedOak Harvest Investment ServicesSEC registeredNo commissions reportedOaks Wealth ManagementState registeredNo commissions reportedOld Beach Investment Advisors, LLCState registeredNo commissions reportedOlive Wealth ManagementState registeredNo commissions reportedPacific Strategic Management, LPSEC registeredNo commissions reportedParker Financial Advisors LLCSEC registeredNo commissions reportedPatron Partners, LLCSEC registeredNo commissions reportedPaul Comstock PartnersSEC registeredNo commissions reportedPenney FinancialSEC registeredNo commissions reportedPerceptive Wealth Advisors LLCState registeredNo commissions reportedPerformance Investment GroupState registeredNo commissions reportedPin Oak Investment Advisors INCSEC registeredNo commissions reportedPorter InvestmentsState registeredNo commissions reportedPortfolio Advisory Council,l.l.c.SEC registeredNo commissions reportedPost Oak Investment Management, INCState registeredNo commissions reportedPost Oak Private Wealth AdvisorsSEC registeredNo commissions reportedPrecedent Wealth Partners, LLCSEC registeredNo commissions reportedPresidio Financial, LLCState registeredNo commissions reportedProta FinancialSEC registeredNo commissions reportedPrpState registeredNo commissions reportedQuantor Capital LLCSEC registeredNo commissions reportedRecurrent Investment Advisors LLCSEC registeredNo commissions reportedRhp Wealth ManagementSEC registeredNo commissions reportedRia AdvisorsSEC registeredNo commissions reportedRichards Financial Planning, LLCState registeredNo commissions reportedRivercrest Investment Advisors, LLCState registeredNo commissions reportedRmh Capital Advisors, LLCState registeredNo commissions reportedRns Wealth Management, LLCState registeredNo commissions reportedRobertson Investment ManagementSEC registeredNo commissions reportedSanders Morris LLCSEC registeredNo commissions reportedSarofim International Management COSEC registeredNo commissions reportedSarofim Trust COSEC registeredNo commissions reportedSave Advisers LLCSEC registeredNo commissions reportedSaxon Financial GroupSEC registeredNo commissions reportedScott & Selber, INC. Capital ManagementSEC registeredNo commissions reportedSegment Wealth Management, LLCSEC registeredNo commissions reportedSequent Asset Management, LLCSEC registeredNo commissions reportedShelter Wealth Strategies, LLCSEC registeredNo commissions reportedSignature Financial AdvisorsState registeredNo commissions reportedSimplevisorSEC registeredNo commissions reportedSkb Advisory, LLCState registeredNo commissions reportedSkybound Wealth USASEC registeredNo commissions reportedSovereign Wealth Advisors LLCSEC registeredNo commissions reportedSpeight Asset Management, LLCState registeredNo commissions reportedSscSEC registeredNo commissions reportedStavis Wealth Transfer SolutionsSEC registeredNo commissions reportedStegent Equity Advisors INC.SEC registeredNo commissions reportedStillforest Wealth ManagementState registeredNo commissions reportedStrategic Advisory Services, L.L.C.SEC registeredNo commissions reportedSucre'-Vail Wealth AdvisorsState registeredNo commissions reportedSunbelt SecuritiesSEC registeredNo commissions reportedSymphony Financial, LTD. CO.SEC registeredNo commissions reportedTanglewood Legacy Advisors, LLCSEC registeredNo commissions reportedTanglewood Total Wealth Management, INC.SEC registeredNo commissions reportedTectonic Capital Advisors, LLCSEC registeredNo commissions reportedTerraform Wealth, LLCSEC registeredNo commissions reportedThe Broughton Investment Group, INC.State registeredNo commissions reportedThe Clarus GroupSEC registeredNo commissions reportedThe Goff Financial GroupSEC registeredNo commissions reportedThe Menard Financial Group, LLCSEC registeredNo commissions reportedThornton Financial Management and ServicesState registeredNo commissions reportedTiercel Capital Texas LLCState registeredNo commissions reportedTip Group LLCState registeredNo commissions reportedTotal Wealth PartnersState registeredNo commissions reportedTrb Wealth Management, LLCSEC registeredNo commissions reportedTri-Star Advisors, INC.State registeredNo commissions reportedTrinity Legacy Partners, LLCSEC registeredNo commissions reportedTsa Wealth ManagementSEC registeredNo commissions reportedValic Financial Advisors, INC.SEC registeredNo commissions reportedVaughan Nelson Investment Management, L.P.SEC registeredNo commissions reported
Talking to advisers in Houston? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.
Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.