Fee-OnlyFinder

% of assets managed in Houston, TX

199 advisers in Houston offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 199

5th Generation Financial12303 Rocky Knoll Dr · Houston, TX 77077 · (713) 825-2534 · Financial planningCRD 340921 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedA3 Capital Advisors5020 Montrose, Suite 500 · Houston, TX 77006 · (713) 447-5856 · Flat / fixed feesCRD 338956 · % of assets, Fixed fees, Performance-based fees · $236.8 million AUMSEC registeredNo commissions reportedAbsolute Alpha Corp5625 Nw Central Dr, Suite D100 · Houston, TX 77092 · (713) 545-1514 · % of assets managedCRD 173714 · % of assets · $3.8 million AUMState registeredNo commissions reportedAdell Harriman & Carpenter2700 Post Oak Blvd, Ste 1200 · Houston, TX 77056 · (713) 621-1155 · Financial planningCRD 107488 · % of assets · $2.1 billion AUMSEC registeredNo commissions reportedAdvocates Wealth Planning920 Memorial City Way, Suite 250 · Houston, TX 77024 · (713) 827-8014 · Financial planningCRD 138612 · % of assets, Fixed fees · $448.1 million AUMSEC registeredNo commissions reportedAffinity Capital, L.P.2925 Richmond Ave., Suite 1200 · Houston, TX 77098 · (713) 238-6730 · Financial planningCRD 109118 · % of assets, Fixed fees · $90.8 million AUMState registeredNo commissions reportedAlpha-Tech Investments, LLC440 Louisiana St., Suite 900 · Houston, TX 77002 · (832) 356-8064 · % of assets managedCRD 311490 · % of assets · $1.3 million AUMState registeredNo commissions reportedAltere Financial, LLC510 Bering Drive, #260 · Houston, TX 77057 · (713) 899-6589 · Financial planningCRD 332723 · % of assets, Hourly charges, Fixed fees · $55.2 million AUMState registeredNo commissions reportedAlteris Capital Partners, LLC520 Post Oak Boulevard, Suite 450 · Houston, TX 77027 · (832) 649-8111 · Financial planningCRD 335079 · % of assets, Fixed fees · $139.5 million AUMSEC registeredNo commissions reportedAlterna Wealth Management, INC.2800 Post Oak Blvd, Suite 6300 · Houston, TX 77056 · (713) 885-9843 · % of assets managedCRD 146153 · % of assets · $1.4 billion AUMSEC registeredNo commissions reported
Americana Partners, LLC811 Louisiana Street, Suite 2420 · Houston, TX 77002 · (713) 429-5552 · Financial planningCRD 301354 · % of assets, Fixed fees · $9.1 billion AUMSEC registeredNo commissions reportedAnalog Capital Partners LLC12 Greenway Plaza, Suite 1115 · Houston, TX 77046 · (713) 929-2553 · Financial planningCRD 309636 · % of assets, Fixed fees · $92.8 million AUMState registeredNo commissions reportedArete Advisors1800 Bering Dr., Suite 940 · Houston, TX 77057 · (832) 910-8437 · Financial planningCRD 299636 · % of assets, Hourly charges, Fixed fees · $53.5 million AUMState registeredNo commissions reportedArkos Global Advisors, LLC3306 Mercer St. · Houston, TX 77027 · (346) 352-2360 · Financial planningCRD 287466 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedArmas Capital Management, LLC13501 Katy Fwy, Suite 1511 · Houston, TX 77079 · (832) 295-3996 · % of assets managedCRD 327090 · % of assets · $9.5 million AUMState registeredNo commissions reportedAscension Capital Advisors, INC.4900 Woodway Drive, Suite 1150 · Houston, TX 77056 · (713) 952-6900 · Financial planningCRD 109518 · % of assets, Fixed fees · $938.5 million AUMSEC registeredNo commissions reportedAutumn Lane Advisors, LLC7500 San Felipe, Suite 1030 · Houston, TX 77063 · (713) 636-2075 · Financial planningCRD 173624 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedAvidian Wealth Solutions800 Town & Country Blvd, Ste 220 · Houston, TX 77024 · (281) 822-8800 · Financial planningCRD 127186 · % of assets, Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedAwaken Wealth Partners LLC19450 Tomball Parkway, Suite 150 · Houston, TX 77070 · (281) 358-0134 · Financial planningCRD 341005 · % of assets, Fixed fees · $237.3 million AUMSEC registeredNo commissions reportedBanorte Asset Management, INC.5075 Westheimer, Suite 975w · Houston, TX 77056 · (713) 980-4600 · % of assets managedCRD 290555 · % of assets · $661.2 million AUMSEC registeredNo commissions reportedBayou Bridge Capital Advisors, LLC5847 San Felipe, Suite 2050 · Houston, TX 77057 · (346) 437-9495 · % of assets managedCRD 318595 · % of assets · $1.0 million AUMState registeredNo commissions reportedBeacon Financial Advisors LTD1800 St. James Place, Suite 101 · Houston, TX 77056 · (713) 622-9981 · Financial planningCRD 106164 · % of assets · $296.9 million AUMSEC registeredNo commissions reportedBeacon Financial Planners, INC2525 Robinhood St, Suite 210 · Houston, TX 77005 · (281) 953-7442 · Financial planningCRD 297938 · % of assets, Fixed fees · $31.0 million AUMState registeredNo commissions reportedBee Financial Partners Wealth, LLC9950 Cypresswood Drive, #200 · Houston, TX 77070 · (832) 698-2010 · Financial planningCRD 332761 · % of assets, Hourly charges, Fixed fees · $5.1 million AUMState registeredNo commissions reportedBf, LLC770 South Post Oak Lane, Suite 690 · Houston, TX 77056 · (713) 961-9888 · % of assets managedCRD 327273 · % of assets · $4.6 million AUMState registeredNo commissions reportedBinvesting5075 Westheimer Rd., Suite 975w · Houston, TX 77056 · (713) 980-4690 · % of assets managedCRD 335283 · % of assets · $52,430 AUMSEC registeredNo commissions reportedBlackgold Capital Management LP3231 Audley Street · Houston, TX 77098 · (281) 795-6613 · % of assets managedCRD 139804 · % of assets, Performance-based fees · $133.0 million AUMSEC registeredNo commissions reportedBlueprint 360 LLC4306 Yoakum Boulevard, Suite 455 · Houston, TX 77006 · (832) 736-7402 · Financial planningCRD 292136 · % of assets, Hourly charges, Fixed fees · $27.4 million AUMState registeredNo commissions reportedBranson Fowlkes & CO INC19 Briar Hollow Lane, Suite 130 · Houston, TX 77027 · (713) 780-0606 · Financial planningCRD 107657 · % of assets, Hourly charges, Fixed fees · $439.4 million AUMSEC registeredNo commissions reportedBranson Fowlkes Russell INC19 Briar Hollow Lane, Suite 130 · Houston, TX 77027 · (713) 780-0606 · Financial planningCRD 107656 · % of assets, Hourly charges, Fixed fees · $1.6 million AUMSEC registeredNo commissions reportedBrasada Capital Management, LP3200 Southwest Freeway, Suite 2160 · Houston, TX 77027 · (713) 630-8390 · % of assets managedCRD 147775 · % of assets, Performance-based fees · $679.1 million AUMSEC registeredNo commissions reportedBridgeway Capital Management, LLC20 Greenway Plaza, Ste 930 · Houston, TX 77046 · (713) 661-3500 · % of assets managedCRD 111441 · % of assets, Performance-based fees · $4.3 billion AUMSEC registeredNo commissions reportedBurke Wealth Management, LLC3355 W Alabama St, Suite 910 · Houston, TX 77098 · (713) 933-5402 · % of assets managedCRD 305840 · % of assets · $95.2 million AUMSEC registeredNo commissions reportedBws Investment Management, LLC13100 Wortham Center Dr, Third Floor · Houston, TX 77065 · (832) 534-3516 · Financial planningCRD 316686 · % of assets · $64.0 million AUMState registeredNo commissions reportedCalderwood Financial Strategies, INC.510 Bering Drive, Suite 540 · Houston, TX 77057 · (832) 821-2462 · % of assets managedCRD 313466 · % of assets · $228.5 million AUMSEC registeredNo commissions reportedCallahan Advisors, LLC3555 Timmons Lane, Suite 600 · Houston, TX 77027 · (713) 572-3366 · % of assets managedCRD 114058 · % of assets · $1.3 billion AUMSEC registeredNo commissions reportedCamden Wealth Advisors LLC1707 1/2 Post Oak Boulevard, #578 · Houston, TX 77056 · (713) 341-5312 · Financial planningCRD 148518 · % of assets, Fixed fees, Other · $366.3 million AUMSEC registeredNo commissions reportedCap Six Advisors1919 Decatur Street · Houston, TX 77007 · (281) 671-7982 · % of assets managedCRD 325164 · % of assets · $340.8 million AUMSEC registeredNo commissions reportedCapital Management Advisors LP16225 Park Ten Place, Suite 500 · Houston, TX 77084 · (713) 914-8176 · Financial planningCRD 134969 · % of assets, Hourly charges, Fixed fees · $80.1 million AUMState registeredNo commissions reportedCaplo Advisory LLC1203 Waugh Dr. · Houston, TX 77019 · (832) 250-5988 · Financial planningCRD 312295 · % of assets, Hourly charges · $18.0 million AUMState registeredNo commissions reportedCatalyst Wealth Management LLC1880 S Dairy Ashford Road, Ste 300 · Houston, TX 77077 · (832) 657-7735 · % of assets managedCRD 329586 · % of assets · $105.0 million AUMSEC registeredNo commissions reportedChildress Capital Advisors, LLC952 Echo Lane, Suite 365 · Houston, TX 77024 · (832) 404-2104 · Financial planningCRD 310277 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedChilton Capital Management LLC1177 West Loop South, Suite 1200 · Houston, TX 77027 · (713) 650-1995 · Financial planningCRD 104592 · % of assets · $3.2 billion AUMSEC registeredNo commissions reportedClear Trail Advisors, LLC5847 San Felipe St., Suite 950 · Houston, TX 77057 · (713) 893-9870 · Financial planningCRD 337595 · % of assets, Hourly charges, Fixed fees · $803.1 million AUMSEC registeredNo commissions reportedConcurrent Wealth Management11111 Katy Freeway, Suite 910 · Houston, TX 77079 · (832) 744-1176 · Financial planningCRD 293564 · % of assets, Hourly charges, Subscription fees · $12.6 million AUMState registeredNo commissions reportedCorda Investment Management, LLC8955 Katy Freeway, Suite 200 · Houston, TX 77024 · (713) 439-0665 · Financial planningCRD 108046 · % of assets · $2.0 billion AUMSEC registeredNo commissions reportedCore Capital Management and Research INC.3401 Allen Parkway · Houston, TX 77019 · (713) 864-4300 · Financial planningCRD 146285 · % of assets, Fixed fees · $298.8 million AUMSEC registeredNo commissions reportedCove Wealth Management710 North Post Oak Road, Suite 420 · Houston, TX 77024 · (713) 821-3243 · Financial planningCRD 114236 · % of assets, Hourly charges, Fixed fees · $190.1 million AUMSEC registeredNo commissions reportedCrimson Management99 Detering, Suite 140 · Houston, TX 77007 · (713) 525-1520 · % of assets managedCRD 111779 · % of assets · $324.5 million AUMSEC registeredNo commissions reportedCrossmark Global Investments, INC.9753 Katy Freeway, Suite 200 · Houston, TX 77024 · (713) 260-9000 · % of assets managedCRD 113360 · % of assets · $9.0 billion AUMSEC registeredNo commissions reportedCrossmark Wealth Management, LLC9753 Katy Freeway, Suite 200 · Houston, TX 77024 · (713) 260-9000 · Financial planningCRD 289004 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedCypress Asset Management INC4550 Post Oak Place Drive, Suite 317 · Houston, TX 77027 · (713) 512-2100 · % of assets managedCRD 106593 · % of assets · $455.8 million AUMSEC registeredNo commissions reportedDoliver Advisors, L.P.6363 Woodway Dr, Suite 763 · Houston, TX 77057 · (713) 917-0022 · % of assets managedCRD 106247 · % of assets, Performance-based fees · $718.4 million AUMSEC registeredNo commissions reportedE & G Advisors, LLC2000 West Loop South, Suite 2011 · Houston, TX 77027 · (713) 880-5819 · % of assets managedCRD 130550 · % of assets · $706.9 million AUMSEC registeredNo commissions reportedEagle Global Advisors LLC1330 Post Oak Boulevard, Suite 3000 · Houston, TX 77056 · (713) 952-3550 · % of assets managedCRD 107306 · % of assets, Performance-based fees · $3.1 billion AUMSEC registeredNo commissions reportedEdgar Investment Management, LLC12246 Queenston Blvd, Suite F · Houston, TX 77095 · (832) 680-4272 · Financial planningCRD 159196 · % of assets · $13.2 million AUMState registeredNo commissions reportedEmc Capital Management, LLC6363 Woodway Drive, Suite 763 · Houston, TX 77057 · (832) 231-0130 · Flat / fixed feesCRD 167761 · % of assets, Fixed fees, Performance-based fees · $218.9 million AUMSEC registeredNo commissions reportedEnvisionvest2700 Post Oak Blvd, 21st Floor · Houston, TX 77056 · (713) 589-6966 · Financial planningCRD 289132 · % of assets, Hourly charges, Fixed fees · $838,238 AUMState registeredNo commissions reportedEpiphany Wealth Management4544 Post Oak Place Drive, Suite 204 · Houston, TX 77027 · (832) 831-0590 · Financial planningCRD 171463 · % of assets, Hourly charges, Fixed fees · $30.1 million AUMState registeredNo commissions reportedEvan Capital1800 Bering Drive, Suite 730 · Houston, TX 77057 · (713) 322-8920 · % of assets managedCRD 282114 · % of assets · $13.7 million AUMState registeredNo commissions reportedFayez Sarofim & CO.845 Texas Avenue, Suite 2000 · Houston, TX 77002 · (713) 654-4484 · % of assets managedCRD 106584 · % of assets · $35.1 billion AUMSEC registeredNo commissions reportedFca Corp791 Town & Country Blvd., Suite 250 · Houston, TX 77024 · (713) 781-2856 · Financial planningCRD 110658 · % of assets, Hourly charges, Fixed fees · $623.1 million AUMSEC registeredNo commissions reportedFinamex Asset Management, LLC2700 Post Oak Blvd., 22nd Floor; Suite 22-132 · Houston, TX 77056 · (713) 589-7121 · Financial planningCRD 304260 · % of assets, Hourly charges, Fixed fees · $113.9 million AUMSEC registeredNo commissions reportedFinancial Synergies4400 Post Oak Pkwy, Suite 200 · Houston, TX 77027 · (713) 623-6600 · Financial planningCRD 105643 · % of assets, Fixed fees, Performance-based fees · $1.8 billion AUMSEC registeredNo commissions reportedFocus Wealth Advisors, LLC2200 Post Oak Boulevard, Suite 1000 · Houston, TX 77056 · (713) 800-7170 · Financial planningCRD 165425 · % of assets · $247.6 million AUMSEC registeredNo commissions reportedForth Capital (USA), LLC11111 Katy Freeway, Suite 910 · Houston, TX 77079 · (346) 245-8824 · Financial planningCRD 322623 · % of assets, Hourly charges, Fixed fees · $19.5 million AUMState registeredNo commissions reportedForthright Family Wealth Advisory LLC825 Town & Country Ln., 12th FL. · Houston, TX 77024 · (713) 510-3510 · Financial planningCRD 304547 · % of assets, Fixed fees · $191.2 million AUMSEC registeredNo commissions reportedFortiter Wealth Management, LLC1980 Post Oak Blvd., Suite 2100 · Houston, TX 77056 · (832) 941-1234 · Financial planningCRD 169577 · % of assets · $379.9 million AUMSEC registeredNo commissions reportedForward Financial LLC210 Electra Drive · Houston, TX 77079 · (713) 561-5516 · Financial planningCRD 316517 · % of assets, Fixed fees, Other · $76.6 million AUMState registeredNo commissions reportedFounders Capital Management INC4400 Post Oak Parkway, Suite 2530 · Houston, TX 77027 · (713) 877-1188 · Financial planningCRD 111164 · % of assets · $281.8 million AUMSEC registeredNo commissions reportedFranklin, Parlapiano, Turner & Welch LLC15115 Park Row, Suite 140 · Houston, TX 77084 · (281) 599-3129 · Financial planningCRD 114465 · % of assets · $811.5 million AUMSEC registeredNo commissions reportedFreedom Day Solutions, LLC8401 Westview Drive · Houston, TX 77055 · (713) 784-3878 · Financial planningCRD 138962 · % of assets, Subscription fees, Fixed fees · $615.3 million AUMSEC registeredNo commissions reportedFruth Investment Management820 Gessner, Suite 1640 · Houston, TX 77024 · (713) 464-2283 · Financial planningCRD 107273 · % of assets, Fixed fees · $417.8 million AUMSEC registeredNo commissions reportedFundamental Advisors, INC.3730 Kirby Drive, Suite 1010 · Houston, TX 77098 · (713) 834-1111 · Financial planningCRD 122643 · % of assets, Hourly charges · $33.0 million AUMState registeredNo commissions reportedGarcia Hamilton & Associates LP5 Houston Center, 1401 McKinney St., Suite 1600 · Houston, TX 77010 · (713) 853-2322 · % of assets managedCRD 108017 · % of assets, Performance-based fees · $24.9 billion AUMSEC registeredNo commissions reportedGbm Wealth Management, INC.2700 Post Oak Blvd, Suite 1110 · Houston, TX 77056 · (281) 745-9100 · % of assets managedCRD 145049 · % of assets · $346.4 million AUMSEC registeredNo commissions reportedGessner Wealth Strategies LLC1717 St James Place, Suite 625 · Houston, TX 77056 · (713) 589-6448 · Financial planningCRD 282667 · % of assets, Hourly charges, Fixed fees · $59.9 million AUMState registeredNo commissions reportedGfs Advisors LLC1330 Post Oak Blvd., Suite 2100 · Houston, TX 77056 · (713) 968-0400 · Financial planningCRD 143110 · % of assets, Performance-based fees · $3.8 billion AUMSEC registeredNo commissions reportedGmi Global Partners LLC2800 Post Oak Blvd, Suite 5600 · Houston, TX 77056 · (346) 585-7031 · % of assets managedCRD 328066 · % of assets, Performance-based feesState registeredNo commissions reportedGoodman Financial Corporation5177 Richmond Avenue, Suite 700 · Houston, TX 77056 · (713) 599-1777 · Financial planningCRD 114637 · % of assets, Hourly charges · $915.9 million AUMSEC registeredNo commissions reportedGranite Harbor Advisors, INC.10603 West Sam Houston Parkway North, Suite 450 · Houston, TX 77064 · (832) 461-0789 · Financial planningCRD 179523 · % of assets, Hourly charges, Fixed fees · $642.1 million AUMSEC registeredNo commissions reportedGrass Capital LLC12345 Jones Road, Suite 287-6 · Houston, TX 77070 · (941) 726-2296 · Financial planningCRD 307853 · % of assets, Hourly charges, Fixed fees · $12.4 million AUMState registeredNo commissions reportedGuided Capital Wealth Management, LLC24 Greenway Plaza, Suite 1203 · Houston, TX 77046 · (832) 975-0710 · Financial planningCRD 310056 · % of assets, Fixed fees · $249.2 million AUMSEC registeredNo commissions reportedHaven Wealth Group1111 North Loop West, Ste 1110 · Houston, TX 77008 · (713) 980-8820 · Financial planningCRD 148099 · % of assets, Other · $514.8 million AUMSEC registeredNo commissions reportedHaywood Wealth Management2625 Bay Area Blvd. Suite 120 · Houston, TX 77058 · (281) 848-2566 · Financial planningCRD 326649 · % of assets, Hourly charges · $11.3 million AUMState registeredNo commissions reportedHeights Investment Partners, LLC3415 Mercer St, Suite F. · Houston, TX 77027 · (713) 354-4911 · % of assets managedCRD 284688 · % of assets · $95.6 million AUMState registeredNo commissions reportedHenry Bragg & CO.2900 Weslayan St., Ste 450 · Houston, TX 77027 · (713) 393-9444 · Hourly feesCRD 311388 · % of assets, Hourly charges, Fixed fees · $468.7 million AUMSEC registeredNo commissions reportedHeritage Wealth Management4400 Post Oak Parkway, Suite 2510 · Houston, TX 77027 · (713) 871-9800 · Financial planningCRD 122394 · % of assets, Hourly charges, Fixed fees · $357.8 million AUMSEC registeredNo commissions reportedHomage Wealth Group LLC1400 Post Oak Blvd., Suite 625 · Houston, TX 77056 · (713) 725-0696 · Financial planningCRD 340589 · % of assets, Hourly charges, Fixed fees · $366.2 million AUMSEC registeredNo commissions reportedHorizon Wealth Advisors2603 Augusta, Suite 1400 · Houston, TX 77057 · (713) 748-7000 · Financial planningCRD 114102 · % of assets, Fixed fees · $451.4 million AUMSEC registeredNo commissions reportedHourglass Capital, LLC5020 Montrose Blvd, Suite 400 · Houston, TX 77006 · (713) 936-0440 · % of assets managedCRD 147754 · % of assets, Performance-based fees · $768.9 million AUMSEC registeredNo commissions reportedHouston Wealth Advisers, LLC.13231 Champion Forest, Suite 200 · Houston, TX 77069 · (281) 440-9700 · Financial planningCRD 299442 · % of assets, Other · $57.4 million AUMState registeredNo commissions reportedHouston Wealth Management1035 Dairy Ashford, Suite #222 · Houston, TX 77079 · (281) 372-8410 · Financial planningCRD 168715 · % of assets, Hourly charges, Fixed fees · $6.7 million AUMState registeredNo commissions reportedHurwitz Associates, INC.10101 Fondren Rd, Suite 227 · Houston, TX 77096 · (713) 840-7272 · % of assets managedCRD 133472 · % of assets · $74.8 million AUMState registeredNo commissions reportedIcon Wealth Partners1980 Post Oak Boulevard, Suite 1300 · Houston, TX 77056 · (713) 904-5020 · Financial planningCRD 319609 · % of assets, Other · $2.6 billion AUMSEC registeredNo commissions reportedInscription Capital, LLC2925 Richmond Avenue, Suite 425 · Houston, TX 77098 · (713) 673-8999 · Financial planningCRD 291780 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedInscription Family Office, LLC2925 Richmond Avenue, Suite 425 · Houston, TX 77098 · (832) 649-7700 · Financial planningCRD 301900 · % of assets, Fixed feesSEC registeredNo commissions reportedIntegra Wealth Advisors, LLC4900 Woodway Drive, Suite 1030 · Houston, TX 77056 · (713) 966-6156 · Financial planningCRD 156216 · % of assets, Hourly charges, Fixed fees · $117.3 million AUMSEC registeredNo commissions reportedIntegrity Road Wealth Partners LLC820 Gessner Road, Suite 300 · Houston, TX 77024 · (832) 585-8699 · Financial planningCRD 333154 · % of assets, Fixed fees · $126.0 million AUMSEC registeredNo commissions reportedIntrua Financial3737 Buffalo Speedway, Suite 400 · Houston, TX 77098 · (713) 355-9910 · Financial planningCRD 281554 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedJaykay Wealth Advisors, INC.6200 Savoy Dr., #300 · Houston, TX 77036 · (713) 780-4575 · Financial planningCRD 170192 · % of assets, Hourly charges, Fixed fees · $173.8 million AUMSEC registeredNo commissions reportedJcp Investment Management, LLC1177 West Loop South, Suite 1320 · Houston, TX 77027 · (713) 333-5540 · % of assets managedCRD 150635 · % of assets, Performance-based fees · $252.3 million AUMSEC registeredNo commissions reportedJoyce Wealth Management, LLC7880 San Felipe, Suite 115 · Houston, TX 77063 · (713) 714-8500 · Financial planningCRD 325221 · % of assets, Fixed fees · $483.1 million AUMSEC registeredNo commissions reportedJv Global Capital, INC.5065 & 5075 Westheimer Rd., Suite 1250 W · Houston, TX 77056 · (832) 528-0238 · Financial planningCRD 316742 · % of assets, Fixed fees · $23.1 million AUMState registeredNo commissions reportedKanos Capital Management, LLC1217 S. Shepherd Dr., Suite 200 · Houston, TX 77019 · (713) 807-0200 · % of assets managedCRD 128395 · % of assets · $133.2 million AUMSEC registeredNo commissions reportedKayne Anderson Capital Advisors, L.P.717 Texas Avenue, 22nd Floor · Houston, TX 77002 · (310) 282-7900 · Flat / fixed feesCRD 104536 · % of assets, Fixed fees, Performance-based fees · $34.1 billion AUMSEC registeredNo commissions reportedKdk Private Wealth Management1616 South Voss, Suite 800 · Houston, TX 77057 · (713) 391-8044 · % of assets managedCRD 299583 · % of assets, Performance-based fees · $584.6 million AUMSEC registeredNo commissions reportedLavaca Capital, LLC2700 Post Oak Blvd., Suite 1250 · Houston, TX 77056 · (713) 904-4027 · % of assets managedCRD 167238 · % of assets, Performance-based fees · $927.1 million AUMSEC registeredNo commissions reportedLinscomb Wealth, INC.1333 West Loop South, Suite 1500 · Houston, TX 77027 · (713) 840-1000 · Financial planningCRD 106779 · % of assets, Hourly charges, Fixed fees · $5.2 billion AUMSEC registeredNo commissions reportedLive Oak Wealth Advisory Group, LLC3730 Kirby Drive, Suite 1200 · Houston, TX 77030 · (281) 822-9200 · Financial planningCRD 154962 · % of assets, Hourly charges, Fixed fees · $155.5 million AUMSEC registeredNo commissions reportedManaged Financial Services Corp INC10330 Lake Road, Suite U · Houston, TX 77070 · (281) 880-7200 · % of assets managedCRD 109806 · % of assets · $55.5 million AUMState registeredNo commissions reportedManske Wealth Management, LLC1010 N. San Jacinto, Suite 200 · Houston, TX 77002 · (713) 581-1994 · Financial planningCRD 164401 · % of assets, Fixed fees · $707.3 million AUMSEC registeredNo commissions reportedMaxout Savings Advisors LLC4900 Woodway Dr., Suite 1031 · Houston, TX 77056 · (713) 627-0400 · % of assets managedCRD 137307 · % of assets · $101.5 million AUMState registeredNo commissions reportedMbr Financial2000 West Loop South, Suite 1510 · Houston, TX 77027 · (832) 667-8787 · Financial planningCRD 168333 · % of assets, Hourly charges, Fixed fees · $956.4 million AUMSEC registeredNo commissions reportedMcAlister, Sweet & Associates, INC.19500 St. Hwy. 249, Suite 345 · Houston, TX 77070 · (281) 897-0700 · % of assets managedCRD 290626 · % of assets · $224.2 million AUMSEC registeredNo commissions reportedMcKinney Capital Management8 Greenway Plaza, Suite 1350 · Houston, TX 77046 · (713) 888-0841 · % of assets managedCRD 338774 · % of assets · $246.1 million AUMSEC registeredNo commissions reportedMobius Fund11152 Westheimer #828 · Houston, TX 77042 · (713) 775-5173 · % of assets managedCRD 328238 · % of assets, Performance-based feesState registeredNo commissions reportedMonex Asset Management, INC.440 Louisiana Street, Suite 1240 · Houston, TX 77002 · (713) 877-8234 · Flat / fixed feesCRD 148123 · % of assets, Fixed fees · $650.9 million AUMSEC registeredNo commissions reportedMoney Holistics5611 Campbell Rd · Houston, TX 77041 · (832) 933-5959 · Financial planningCRD 321221 · % of assets, Hourly charges, Subscription fees · $27.1 million AUMState registeredNo commissions reportedMurray Investment Management, LLC3900 Essex Lane, Suite 1150 · Houston, TX 77027 · (713) 850-7444 · Financial planningCRD 146921 · % of assets, Hourly charges · $159.1 million AUMSEC registeredNo commissions reportedNew Capital Management, LP3355 West Alabama Street, Suite 275 · Houston, TX 77098 · (713) 874-1444 · Financial planningCRD 131658 · % of assets, Fixed fees · $533.5 million AUMSEC registeredNo commissions reportedNew Heights Planning540 Heights Boulevard, Suite 207 · Houston, TX 77007 · (832) 787-1912 · Financial planningCRD 314959 · % of assets, Fixed fees · $73.0 million AUMState registeredNo commissions reportedNewmyer Wealth Management2200 Post Oak Blvd, Suite 1000 · Houston, TX 77056 · (281) 214-2700 · Financial planningCRD 135896 · % of assets, Fixed fees · $51.3 million AUMState registeredNo commissions reportedNuclo Wealth401 Franklin Street, Suite 2400 · Houston, TX 77002 · (281) 857-6435 · Hourly feesCRD 317730 · % of assets, Hourly charges, Fixed fees · $293.7 million AUMSEC registeredNo commissions reportedOak Harvest Investment Services920 Memorial City Way, Suite 150 · Houston, TX 77024 · (281) 822-1350 · Financial planningCRD 173293 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedOaks Wealth Management1225 North Loop West, Suite 825 · Houston, TX 77008 · (281) 888-9085 · Financial planningCRD 309759 · % of assets, Hourly charges, Fixed fees · $30.4 million AUMState registeredNo commissions reportedOld Beach Investment Advisors, LLC2700 Post Oak Blvd., Suite 1700 · Houston, TX 77056 · (713) 416-1623 · % of assets managedCRD 339424 · % of assets · $66.8 million AUMState registeredNo commissions reportedOlive Wealth Management1333 Heights Boulevard, Suite 101 · Houston, TX 77008 · (832) 304-0712 · % of assets managedCRD 284132 · % of assets · $83.9 million AUMState registeredNo commissions reportedPacific Strategic Management, LP711 Lousiana Street, Suite 1660 · Houston, TX 77002 · (713) 495-5220 · % of assets managedCRD 127990 · % of assets · $426.5 million AUMSEC registeredNo commissions reportedParker Financial Advisors LLC14800 St Mary's Ln, Ste 245 · Houston, TX 77079 · (832) 476-3495 · Financial planningCRD 305188 · % of assets · $217.6 million AUMSEC registeredNo commissions reportedPatron Partners, LLC11700 Katy Freeway, Suite 100 · Houston, TX 77079 · (971) 371-3450 · Financial planningCRD 310629 · % of assets, Hourly charges, Fixed fees · $325.7 million AUMSEC registeredNo commissions reportedPaul Comstock Partners1177 West Loop South, Suite 1500 · Houston, TX 77027 · (713) 977-2694 · Financial planningCRD 105335 · % of assets, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedPenney Financial825 Town and Country Lane, 12th FL · Houston, TX 77024 · (713) 300-5165 · Financial planningCRD 282084 · % of assets, Hourly charges, Fixed fees · $303.5 million AUMSEC registeredNo commissions reportedPerceptive Wealth Advisors LLC5444 Westheimer, Suite 1000 · Houston, TX 77056 · (713) 575-2712 · Financial planningCRD 304880 · % of assets, Hourly charges, Fixed fees · $10.4 million AUMState registeredNo commissions reportedPerformance Investment Group16365 Park Ten Place, Suite 345 · Houston, TX 77084 · (281) 616-8061 · Financial planningCRD 153030 · % of assets, Hourly charges, Fixed fees · $54.9 million AUMState registeredNo commissions reportedPin Oak Investment Advisors INC510 Bering Drive, Ste 100 · Houston, TX 77057 · (713) 871-8300 · Financial planningCRD 105550 · % of assets, Fixed fees, Performance-based fees · $784.8 million AUMSEC registeredNo commissions reportedPorter InvestmentsOne Riverway, Suite 1700 · Houston, TX 77056 · (713) 461-5303 · % of assets managedCRD 114366 · % of assets · $15.3 million AUMState registeredNo commissions reportedPortfolio Advisory Council,l.l.c.3 Greenway Plaza, Suite 1776 · Houston, TX 77046 · (713) 574-6015 · Financial planningCRD 107465 · % of assets, Hourly charges, Fixed fees · $494.9 million AUMSEC registeredNo commissions reportedPost Oak Investment Management, INC4265 San Felipe, Suite 1100 · Houston, TX 77027 · (713) 960-6640 · % of assets managedCRD 106601 · % of assets · $21.0 million AUMState registeredNo commissions reportedPost Oak Private Wealth Advisors1200 Smith Street, Suite 610 · Houston, TX 77002 · (281) 580-2100 · Financial planningCRD 159293 · % of assets, Hourly charges · $390.9 million AUMSEC registeredNo commissions reportedPrecedent Wealth Partners, LLC1800 West Loop South, Suite 1400 · Houston, TX 77027 · (713) 244-6450 · Financial planningCRD 325203 · % of assets, Hourly charges, Fixed fees · $685.0 million AUMSEC registeredNo commissions reportedPresidio Financial, LLC550 Post Oak Blvd, Suite 407 · Houston, TX 77027 · (281) 789-8709 · Financial planningCRD 300270 · % of assets, Hourly charges, Fixed fees · $67.1 million AUMState registeredNo commissions reportedProta Financial1980 Post Oak Blvd, Suite 200 · Houston, TX 77056 · (713) 568-8171 · % of assets managedCRD 283776 · % of assets · $270.4 million AUMSEC registeredNo commissions reportedPrp10777 Northwest Freeway, Suite 440 · Houston, TX 77092 · (713) 881-9333 · % of assets managedCRD 119137 · % of assets · $39.8 million AUMState registeredNo commissions reportedQuantor Capital LLC4900 Woodway Drive, Suite 1200 · Houston, TX 77056 · (281) 565-0355 · % of assets managedCRD 332629 · % of assets · $176.4 million AUMSEC registeredNo commissions reportedRecurrent Investment Advisors LLC3801 Kirby Drive, Suite 654 · Houston, TX 77098 · (832) 241-5900 · % of assets managedCRD 288694 · % of assets · $1.4 billion AUMSEC registeredNo commissions reportedRhp Wealth Management12000 Aerospace Avenue, Suite 420 · Houston, TX 77034 · (713) 554-2252 · Financial planningCRD 304735 · % of assets, Hourly charges, Fixed fees · $344.8 million AUMSEC registeredNo commissions reportedRia Advisors11750 Katy Freeway, Suite 840 · Houston, TX 77079 · (281) 501-1791 · Financial planningCRD 150661 · % of assets, Subscription fees, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedRichards Financial Planning, LLC15923 Pinyon Creek Drive · Houston, TX 77095 · (713) 320-6124 · Financial planningCRD 306087 · % of assets, Hourly charges, Other · $329,619 AUMState registeredNo commissions reportedRivercrest Investment Advisors, LLC1500 Citywest Blvd, Suite 700 · Houston, TX 77042 · (832) 775-9072 · % of assets managedCRD 316608 · % of assets, Performance-based fees · $669,729 AUMState registeredNo commissions reportedRmh Capital Advisors, LLC675 Bering Dr, Suite 200 · Houston, TX 77057 · (713) 784-1515 · Financial planningCRD 136411 · % of assets, Hourly charges, Fixed fees · $40.0 million AUMState registeredNo commissions reportedRns Wealth Management, LLC700 Louisiana Street, Suite 3950 · Houston, TX 77002 · (713) 962-6196 · Financial planningCRD 297486 · % of assets, Hourly charges, Fixed fees · $4.0 million AUMState registeredNo commissions reportedRobertson Investment Management919 Milam St, Suite 500 · Houston, TX 77002 · (713) 622-4077 · Financial planningCRD 115425 · % of assets · $534.1 million AUMSEC registeredNo commissions reportedSanders Morris LLC600 Travis, Suite 5900 · Houston, TX 77002 · (713) 224-3100 · Financial planningCRD 20580 · % of assets, Fixed fees, Performance-based fees · $576.1 million AUMSEC registeredNo commissions reportedSarofim International Management CO845 Texas Avenue, Suite 2000 · Houston, TX 77002 · (713) 654-4484 · % of assets managedCRD 106933 · % of assets · $2.4 billion AUMSEC registeredNo commissions reportedSarofim Trust CO845 Texas Avenue, Suite 2000 · Houston, TX 77002 · (713) 654-4484 · % of assets managedCRD 106590 · % of assets · $13.0 billion AUMSEC registeredNo commissions reportedSaxon Financial Group1177 West Loop S, Suite 1825 · Houston, TX 77027 · (713) 425-5340 · Financial planningCRD 311687 · % of assets, Hourly charges, Fixed fees · $679.1 million AUMSEC registeredNo commissions reportedScott & Selber, INC. Capital Management800 Bering Drive, Suite 208 · Houston, TX 77057 · (713) 850-1717 · % of assets managedCRD 105523 · % of assets · $637.9 million AUMSEC registeredNo commissions reportedSegment Wealth Management, LLC2200 Post Oak Blvd, Suite 1400 · Houston, TX 77056 · (713) 800-7150 · Hourly feesCRD 164877 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedSequent Asset Management, LLC952 Echo Lane, Suite 312 · Houston, TX 77024 · (713) 467-0008 · Financial planningCRD 148194 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedShelter Wealth Strategies, LLC1400 Post Oak Blvd, Suite 450 · Houston, TX 77056 · (713) 620-8500 · Financial planningCRD 170655 · % of assets, Other · $144.1 million AUMSEC registeredNo commissions reportedSignature Financial Advisors1900 St. James Place, Suite 510 · Houston, TX 77056 · (713) 552-7000 · Financial planningCRD 283964 · % of assets, Hourly charges, Fixed fees · $68.1 million AUMState registeredNo commissions reportedSimplevisor11750 Katy Freeway,, Ste 840 · Houston, TX 77079 · (281) 501-1791 · % of assets managedCRD 332608 · % of assets · $928,433 AUMSEC registeredNo commissions reportedSkb Advisory, LLC1035 Dairy Ashford Rd, Suite 315 · Houston, TX 77079 · (832) 328-0874 · % of assets managedCRD 304778 · % of assets · $2.1 million AUMState registeredNo commissions reportedSkybound Wealth USA13100 Wortham Center Drive, 3rd Floor · Houston, TX 77056 · (346) 845-0001 · Financial planningCRD 313358 · % of assets, Hourly charges, Fixed fees · $166.5 million AUMSEC registeredNo commissions reportedSovereign Wealth Advisors LLC24 Greenway Plaza, Suite 1895 · Houston, TX 77046 · (713) 527-3400 · Financial planningCRD 188524 · % of assets, Hourly charges, Fixed fees · $625.1 million AUMSEC registeredNo commissions reportedSpeight Asset Management, LLC8300 Cypress Creek Pkwy, Suite 450 · Houston, TX 77070 · (281) 469-7284 · Financial planningCRD 169106 · % of assets, Other · $89.3 million AUMState registeredNo commissions reportedStavis Wealth Transfer Solutions1330 Post Oak Blvd, Suite 2050 · Houston, TX 77056 · (713) 391-8200 · Financial planningCRD 328185 · % of assets, Fixed fees, Other · $148.1 million AUMSEC registeredNo commissions reportedStegent Equity Advisors INC.24 Greenway Plaza, Suite 1507 · Houston, TX 77046 · Financial planningCRD 114518 · % of assets · $243.7 million AUMSEC registeredNo commissions reportedStillforest Wealth Management1001 S. Dairy Ashford, Suite 100-167 · Houston, TX 77077 · (281) 339-8689 · Financial planningCRD 332066 · % of assets, Hourly charges, Fixed fees · $20.1 million AUMState registeredNo commissions reportedStrategic Advisory Services, L.L.C.2925 Briarpark Dr., Suite 720 · Houston, TX 77042 · (713) 977-3800 · Financial planningCRD 108706 · % of assets, Other · $184.9 million AUMSEC registeredNo commissions reportedSucre'-Vail Wealth Advisors16862 Royal Crest Drive · Houston, TX 77058 · (281) 286-9991 · Financial planningCRD 114679 · % of assets, Hourly charges, Fixed fees · $55.8 million AUMState registeredNo commissions reportedSunbelt Securities2700 Post Oak Blvd Ste 1700 · Houston, TX 77056 · (713) 965-9510 · Financial planningCRD 42180 · % of assets, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedSymphony Financial, LTD. CO.4295 San Felipe, Suite 300 · Houston, TX 77027 · (281) 272-6800 · Financial planningCRD 171816 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedTanglewood Legacy Advisors, LLCOne Riverway, Suite 1550 · Houston, TX 77056 · (713) 599-4999 · Financial planningCRD 127289 · % of assets, Hourly charges, Fixed fees · $809.0 million AUMSEC registeredNo commissions reportedTanglewood Total Wealth Management, INC.1400 Post Oak Blvd, Suite 800 · Houston, TX 77056 · (713) 840-8880 · Financial planningCRD 107639 · % of assets · $1.6 billion AUMSEC registeredNo commissions reportedTectonic Capital Advisors, LLC600 Travis Street, Ste 5900 · Houston, TX 77002 · (713) 250-4200 · Flat / fixed feesCRD 339604 · % of assets, Fixed fees · $154.4 million AUMSEC registeredNo commissions reportedTerraform Wealth, LLC5805 Chimney Rock Rd Ste C · Houston, TX 77081 · (713) 784-4848 · % of assets managedCRD 325530 · % of assets · $207.5 million AUMSEC registeredNo commissions reportedThe Broughton Investment Group, INC.3730 Kirby Drive, Suite 600 · Houston, TX 77098 · (713) 337-4500 · Financial planningCRD 164389 · % of assets, Hourly charges, Fixed fees · $19.5 million AUMState registeredNo commissions reportedThe Clarus Group520 Post Oak Blvd., Suite 750 · Houston, TX 77027 · (713) 621-3500 · Financial planningCRD 310163 · % of assets, Fixed fees, Other · $1.1 billion AUMSEC registeredNo commissions reportedThe Goff Financial Group11 Greenway Plaza, Suite 1425 · Houston, TX 77046 · (713) 850-8900 · Financial planningCRD 114796 · % of assets, Hourly charges, Fixed fees · $674.4 million AUMSEC registeredNo commissions reportedThe Menard Financial Group, LLC2603 Augusta Drive, Suite 1200 · Houston, TX 77057 · (713) 364-1515 · Financial planningCRD 299404 · % of assets, Hourly charges, Fixed fees · $335.3 million AUMSEC registeredNo commissions reportedThornton Financial Management and Services820 Gessner, Suite 1160 · Houston, TX 77024 · (832) 358-2020 · % of assets managedCRD 114457 · % of assets · $53.3 million AUMState registeredNo commissions reportedTiercel Capital Texas LLC1601 Ronson Rd · Houston, TX 77055 · (713) 478-3702 · % of assets managedCRD 171921 · % of assets, Performance-based fees · $14.0 million AUMState registeredNo commissions reportedTip Group LLC1800 W. Loop S Suite 1800 · Houston, TX 77027 · (713) 969-4500 · Financial planningCRD 322053 · % of assets, Fixed fees · $59.0 million AUMState registeredNo commissions reportedTotal Wealth Partners2929 Allen Parkway, Suite 200 · Houston, TX 77019 · (832) 423-3428 · % of assets managedCRD 287725 · % of assets · $32.7 million AUMState registeredNo commissions reportedTrb Wealth Management, LLC9821 Katy Freeway, Suite 110 · Houston, TX 77024 · (832) 810-3565 · Financial planningCRD 309370 · % of assets, Hourly charges, Fixed fees · $3.7 billion AUMSEC registeredNo commissions reportedTri-Star Advisors, INC.5718 Westheimer, Suite 950a · Houston, TX 77057 · (713) 735-9200 · % of assets managedCRD 149760 · % of assets · $67.9 million AUMState registeredNo commissions reportedTrinity Legacy Partners, LLC24 Greenway Plaza, Suite 546 · Houston, TX 77046 · (713) 999-8053 · Financial planningCRD 159179 · % of assets, Hourly charges, Fixed fees · $521.2 million AUMSEC registeredNo commissions reportedTsa Wealth Management5718 Westheimer Road, Suite 950 · Houston, TX 77057 · (713) 735-9217 · Financial planningCRD 323123 · % of assets · $358.8 million AUMSEC registeredNo commissions reportedValic Financial Advisors, INC.2919 Allen Pkwy · Houston, TX 77019 · (866) 544-4968 · Financial planningCRD 42803 · % of assets, Hourly charges, Fixed fees · $29.2 billion AUMSEC registeredNo commissions reportedVaughan Nelson Investment Management, L.P.600 Travis, Suite 3800 · Houston, TX 77002 · (713) 224-2545 · % of assets managedCRD 106975 · % of assets, Performance-based fees · $12.2 billion AUMSEC registeredNo commissions reportedVestis Advisors, LLC11111 Katy Freeway, Suite 910 · Houston, TX 77079 · (713) 485-6642 · Financial planningCRD 152579 · % of assets, Hourly charges · $10.8 million AUMState registeredNo commissions reportedViaquest Advisors LLC17225 El Camino Real, Suite 250 · Houston, TX 77058 · (281) 335-7609 · Financial planningCRD 333842 · % of assets, Hourly charges · $174.4 million AUMSEC registeredNo commissions reportedVineyard Family Wealth Advisors800 Town and Country Boulevard, Suite 500 · Houston, TX 77024 · (832) 500-8985 · Financial planningCRD 312336 · % of assets, Fixed fees · $78.1 million AUMState registeredNo commissions reportedWealth Benefit Advisors, LLC1225 North Loop West, Suite 815 · Houston, TX 77008 · (713) 980-9100 · % of assets managedCRD 319324 · % of assets · $380.9 million AUMSEC registeredNo commissions reportedWestpark Wealth Advisors, INC.13111 Westheimer Rd., Suite 475 · Houston, TX 77077 · (713) 266-2993 · Financial planningCRD 130914 · % of assets, Hourly charges, Fixed fees · $254.3 million AUMSEC registeredNo commissions reportedWillis Johnson Wealth5847 San Felipe, Suite 1500 · Houston, TX 77057 · (713) 439-1200 · Financial planningCRD 119759 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedYuka Corp703 Asbury St · Houston, TX 77007 · (626) 944-2739 · % of assets managedCRD 337865 · % of assets · $2.7 million AUMState registeredNo commissions reported