% 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)).
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All 199
5th Generation FinancialState registeredNo commissions reportedA3 Capital AdvisorsSEC registeredNo commissions reportedAbsolute Alpha CorpState registeredNo commissions reportedAdell Harriman & CarpenterSEC registeredNo commissions reportedAdvocates Wealth PlanningSEC registeredNo commissions reportedAffinity Capital, L.P.State registeredNo commissions reportedAlpha-Tech Investments, LLCState registeredNo commissions reportedAltere Financial, LLCState registeredNo commissions reportedAlteris Capital Partners, LLCSEC registeredNo commissions reportedAlterna Wealth Management, INC.SEC registeredNo commissions reported
Americana Partners, LLCSEC registeredNo commissions reportedAnalog Capital Partners LLCState registeredNo commissions reportedArete AdvisorsState registeredNo commissions reportedArkos Global Advisors, LLCSEC registeredNo commissions reportedArmas Capital Management, LLCState registeredNo commissions reportedAscension Capital Advisors, INC.SEC registeredNo commissions reportedAutumn Lane Advisors, LLCSEC registeredNo commissions reportedAvidian Wealth SolutionsSEC registeredNo commissions reportedAwaken Wealth Partners LLCSEC registeredNo commissions reportedBanorte Asset Management, INC.SEC registeredNo commissions reportedBayou Bridge Capital Advisors, LLCState registeredNo commissions reportedBeacon Financial Advisors LTDSEC registeredNo commissions reportedBeacon Financial Planners, INCState registeredNo commissions reportedBee Financial Partners Wealth, LLCState registeredNo commissions reportedBf, LLCState registeredNo commissions reportedBinvestingSEC registeredNo commissions reportedBlackgold Capital Management LPSEC registeredNo commissions reportedBlueprint 360 LLCState registeredNo commissions reportedBranson Fowlkes & CO INCSEC registeredNo commissions reportedBranson Fowlkes Russell INCSEC registeredNo commissions reportedBrasada Capital Management, LPSEC registeredNo commissions reportedBridgeway Capital Management, LLCSEC registeredNo commissions reportedBurke Wealth Management, LLCSEC registeredNo commissions reportedBws Investment Management, LLCState registeredNo commissions reportedCalderwood Financial Strategies, INC.SEC registeredNo commissions reportedCallahan Advisors, LLCSEC registeredNo commissions reportedCamden Wealth Advisors LLCSEC registeredNo commissions reportedCap Six AdvisorsSEC registeredNo commissions reportedCapital Management Advisors LPState registeredNo commissions reportedCaplo Advisory LLCState registeredNo commissions reportedCatalyst Wealth Management LLCSEC registeredNo commissions reportedChildress Capital Advisors, LLCSEC registeredNo commissions reportedChilton Capital Management LLCSEC registeredNo commissions reportedClear Trail Advisors, LLCSEC registeredNo commissions reportedConcurrent Wealth ManagementState registeredNo commissions reportedCorda Investment Management, LLCSEC registeredNo commissions reportedCore Capital Management and Research INC.SEC registeredNo commissions reportedCove Wealth ManagementSEC registeredNo commissions reportedCrimson ManagementSEC registeredNo commissions reportedCrossmark Global Investments, INC.SEC registeredNo commissions reportedCrossmark Wealth Management, LLCSEC registeredNo commissions reportedCypress Asset Management INCSEC registeredNo commissions reportedDoliver Advisors, L.P.SEC registeredNo commissions reportedE & G Advisors, LLCSEC registeredNo commissions reportedEagle Global Advisors LLCSEC registeredNo commissions reportedEdgar Investment Management, LLCState registeredNo commissions reportedEmc Capital Management, LLCSEC registeredNo commissions reportedEnvisionvestState registeredNo commissions reportedEpiphany Wealth ManagementState registeredNo commissions reportedEvan CapitalState registeredNo commissions reportedFayez Sarofim & CO.SEC registeredNo commissions reportedFca CorpSEC registeredNo commissions reportedFinamex Asset Management, LLCSEC registeredNo commissions reportedFinancial SynergiesSEC registeredNo commissions reportedFocus Wealth Advisors, LLCSEC registeredNo commissions reportedForth Capital (USA), LLCState registeredNo commissions reportedForthright Family Wealth Advisory LLCSEC registeredNo commissions reportedFortiter Wealth Management, LLCSEC registeredNo commissions reportedForward Financial LLCState registeredNo commissions reportedFounders Capital Management INCSEC registeredNo commissions reportedFranklin, Parlapiano, Turner & Welch LLCSEC registeredNo commissions reportedFreedom Day Solutions, LLCSEC registeredNo commissions reportedFruth Investment ManagementSEC registeredNo commissions reportedFundamental Advisors, INC.State registeredNo commissions reportedGarcia Hamilton & Associates LPSEC registeredNo commissions reportedGbm Wealth Management, INC.SEC registeredNo commissions reportedGessner Wealth Strategies LLCState registeredNo commissions reportedGfs Advisors LLCSEC registeredNo commissions reportedGmi Global Partners LLCState registeredNo commissions reportedGoodman Financial CorporationSEC registeredNo commissions reportedGranite Harbor Advisors, INC.SEC registeredNo commissions reportedGrass Capital LLCState registeredNo commissions reportedGuided Capital Wealth Management, LLCSEC registeredNo commissions reportedHaven Wealth GroupSEC registeredNo commissions reportedHaywood Wealth ManagementState registeredNo commissions reportedHeights Investment Partners, LLCState registeredNo commissions reportedHenry Bragg & CO.SEC registeredNo commissions reportedHeritage Wealth ManagementSEC registeredNo commissions reportedHomage Wealth Group LLCSEC registeredNo commissions reportedHorizon Wealth AdvisorsSEC registeredNo commissions reportedHourglass Capital, LLCSEC registeredNo commissions reportedHouston Wealth Advisers, LLC.State registeredNo commissions reportedHouston Wealth ManagementState registeredNo commissions reportedHurwitz Associates, INC.State registeredNo commissions reportedIcon Wealth PartnersSEC registeredNo commissions reportedInscription Capital, LLCSEC registeredNo commissions reportedInscription Family Office, LLCSEC registeredNo commissions reportedIntegra 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 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 reportedMobius FundState registeredNo commissions reportedMonex Asset Management, INC.SEC registeredNo commissions reportedMoney HolisticsState 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 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 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 reportedVestis Advisors, LLCState registeredNo commissions reportedViaquest Advisors LLCSEC registeredNo commissions reportedVineyard Family Wealth AdvisorsState registeredNo commissions reportedWealth Benefit Advisors, LLCSEC registeredNo commissions reportedWestpark Wealth Advisors, INC.SEC registeredNo commissions reportedWillis Johnson WealthSEC registeredNo commissions reportedYuka CorpState registeredNo commissions reported