AdvisorRanked

Best Financial Advisors in HOUSTON, Texas

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

235
Registered Firms
0.95%
Median Fee
of assets/year
$638M
Median AUM
235
Firms Listed
in our database

Top-Ranked Advisors in HOUSTON

#1
100

SCOTT & SELBER, INC. CAPITAL MANAGEMENT

HOUSTON, TX · Since 1986

$638M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100

BEACON FINANCIAL ADVISORS LTD

HOUSTON, TX · Since 1993

$297M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
100

DOLIVER ADVISORS, L.P.

HOUSTON, TX · Since 1993

$718M AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
100

FAYEZ SAROFIM & CO.

HOUSTON, TX · Since 1958

$35.1B AUM22 clientsFee: 0%
FiduciaryFee-Only
#5
100

CYPRESS ASSET MANAGEMENT INC

HOUSTON, TX · Since 1996

$456M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
100

SAROFIM INTERNATIONAL MANAGEMENT CO

HOUSTON, TX · Since 1993

$2.4B AUM22 clientsFee: 0%
FiduciaryFee-Only
#7
100

EAGLE GLOBAL ADVISORS LLC

HOUSTON, TX · Since 1996

$3.1B AUM11 clientsFee: 0%
FiduciaryFee-Only
#8
100

PORTFOLIO ADVISORY COUNCIL,L.L.C.

HOUSTON, TX · Since 1986

$495M AUM6 clientsFee: 0%
FiduciaryFee-Only
#9
100

SIMMONS L E & ASSOCIATES INC

HOUSTON, TX · Since 1995

$2.4B AUM14 clientsFee: 0%
FiduciaryFee-Only
#10
100

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

HOUSTON, TX · Since 1991

$1.6B AUM10 clientsFee: 0%
FiduciaryFee-Only
#11
100

BRANSON FOWLKES RUSSELL INC

HOUSTON, TX · Since 1991

$2M AUM6 clientsFee: 0%
FiduciaryFee-Only
#12
100

BRANSON FOWLKES & CO INC

HOUSTON, TX · Since 1993

$439M AUM7 clientsFee: 0%
FiduciaryFee-Only
#13
100

GARCIA HAMILTON & ASSOCIATES LP

HOUSTON, TX · Since 1998

$24.9B AUM12 clientsFee: 0%
FiduciaryFee-Only
#14
100

CORDA INVESTMENT MANAGEMENT, LLC

HOUSTON, TX · Since 1999

$2.0B AUM26 clientsFee: 0%
FiduciaryFee-Only
#15
100

STRATEGIC ADVISORY SERVICES, L.L.C.

HOUSTON, TX · Since 2018

$185M AUM3 clientsFee: 0%
FiduciaryFee-Only
#16
100

FOUNDERS CAPITAL MANAGEMENT INC

HOUSTON, TX · Since 1995

$282M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
100

CRIMSON MANAGEMENT

HOUSTON, TX · Since 2004

$324M AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
100

CROSSMARK GLOBAL INVESTMENTS, INC.

HOUSTON, TX · Since 1982

$7.1B AUM11 clientsFee: 0%
FiduciaryFee-Only
#19
100

COVE WEALTH MANAGEMENT

HOUSTON, TX · Since 2023

$190M AUM3 clientsFee: 0%
FiduciaryFee-Only
#20
100

THE GOFF FINANCIAL GROUP

HOUSTON, TX · Since 2003

$674M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
100

TANGLEWOOD LEGACY ADVISORS, LLC

HOUSTON, TX · Since 2016

$809M AUM4 clientsFee: 0%
FiduciaryFee-Only
#22
100

PACIFIC STRATEGIC MANAGEMENT, LP

HOUSTON, TX · Since 2003

$426M AUM1 clientsFee: 0%
FiduciaryFee-Only
#23
100

KANOS CAPITAL MANAGEMENT, LLC

HOUSTON, TX · Since 2026

$133M AUM1 clientsFee: 0%
FiduciaryFee-Only
#24
100

HIGGINBOTHAM RETIREMENT ADVISORS, INC.

HOUSTON, TX · Since 2004

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#25
100

E & G ADVISORS, LLC

HOUSTON, TX · Since 2014

$707M AUM4 clientsFee: 0%
FiduciaryFee-Only
#26
100

WESTPARK WEALTH ADVISORS, INC.

HOUSTON, TX · Since 2004

$254M AUM25 clientsFee: 0%
FiduciaryFee-Only
#27
100

NEW CAPITAL MANAGEMENT, LP

HOUSTON, TX · Since 2004

$534M AUM2 clientsFee: 0%
FiduciaryFee-Only
#28
100

TRIPPON WEALTH MANAGEMENT GROUP LLC

HOUSTON, TX · Since 2024

$262M AUM4 clientsFee: 0%
FiduciaryFee-Only
#29
100

BLACKGOLD CAPITAL MANAGEMENT LP

HOUSTON, TX · Since 2006

$133M AUM4 clientsFee: 0%
FiduciaryFee-Only
#30
100

KA FUND ADVISORS, LLC

HOUSTON, TX · Since 2006

$3.2B AUM10 clientsFee: 0%
FiduciaryFee-Only
#31
100

ALTERNA WEALTH MANAGEMENT, INC.

HOUSTON, TX · Since 2010

$1.4B AUM28 clientsFee: 0%
FiduciaryFee-Only
#32
100

CORE CAPITAL MANAGEMENT AND RESEARCH INC.

HOUSTON, TX · Since 2011

$299M AUM4 clientsFee: 0%
FiduciaryFee-Only
#33
100

HAVEN WEALTH GROUP

HOUSTON, TX · Since 2008

$515M AUM8 clientsFee: 0%
FiduciaryFee-Only
#34
100

JCP INVESTMENT MANAGEMENT, LLC

HOUSTON, TX · Since 2019

$252M AUM6 clientsFee: 0%
FiduciaryFee-Only
#35
100

STANLEY CAPITAL MANAGEMENT, LLC

HOUSTON, TX · Since 2017

$635M AUM3 clientsFee: 0%
FiduciaryFee-Only
#36
100

LUMINUS MANAGEMENT, LLC

HOUSTON, TX · Since 2011

$443M AUM2 clientsFee: 0%
FiduciaryFee-Only
#37
100

HADDINGTON VENTURES, LLC

HOUSTON, TX · Since 2012

$726M AUM6 clientsFee: 0%
FiduciaryFee-Only
#38
100

VOSS CAPITAL, LP

HOUSTON, TX · Since 2019

$1.9B AUM6 clientsFee: 0%
FiduciaryFee-Only
#39
100

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX · Since 2019

$391M AUM7 clientsFee: 0%
FiduciaryFee-Only
#40
100

GEC ADVISORS LLC

HOUSTON, TX · Since 2015

$892M AUM4 clientsFee: 0%
FiduciaryFee-Only
#41
100

LAVACA CAPITAL, LLC

HOUSTON, TX · Since 2018

$927M AUM4 clientsFee: 0%
FiduciaryFee-Only
#42
100

EMC CAPITAL MANAGEMENT, LLC

HOUSTON, TX · Since 2022

$219M AUM1 clientsFee: 0%
FiduciaryFee-Only
#43
100

MBR FINANCIAL

HOUSTON, TX · Since 2013

$956M AUM6 clientsFee: 0%
FiduciaryFee-Only
#44
100

EIV CAPITAL, LLC

HOUSTON, TX · Since 2015

$2.2B AUM23 clientsFee: 0%
FiduciaryFee-Only
#45
100

AUTUMN LANE ADVISORS, LLC

HOUSTON, TX · Since 2014

$1.2B AUM4 clientsFee: 0%
FiduciaryFee-Only
#46
100

QUANTUM CAPITAL GROUP

HOUSTON, TX · Since 2015

$28.8B AUM65 clientsFee: 0%
FiduciaryFee-Only
#47
100

BUCKHORN RESOURCES, LP

HOUSTON, TX · Since 2025

$249M AUM6 clientsFee: 0%
FiduciaryFee-Only
#48
100

FIC PARTNERS MANAGEMENT, LP

HOUSTON, TX · Since 2017

$2.0B AUM7 clientsFee: 0%
FiduciaryFee-Only
#49
100

PROTA FINANCIAL

HOUSTON, TX · Since 2022

$270M AUM13 clientsFee: 0%
FiduciaryFee-Only
#50
100

JACKSON HILL ADVISORS, LLC

HOUSTON, TX · Since 2022

$218M AUM2 clientsFee: 0%
FiduciaryFee-Only
#51
100

CROSSTIMBERS CAPITAL GROUP, LLC

HOUSTON, TX · Since 2017

$626M AUM15 clientsFee: 0%
FiduciaryFee-Only
#52
100

ROG VI L.L.C.

HOUSTON, TX · Since 2018

$561M AUM19 clientsFee: 0%
FiduciaryFee-Only
#53
100

OUTFITTER ENERGY MANAGEMENT, LLC

HOUSTON, TX · Since 2016

$240M AUM3 clientsFee: 0%
FiduciaryFee-Only
#54
100

ARKOS GLOBAL ADVISORS, LLC

HOUSTON, TX · Since 2017

$1.2B AUM11 clientsFee: 0%
FiduciaryFee-Only
#55
100

CIBOLO ENERGY PARTNERS, LLC

HOUSTON, TX · Since 2018

$542M AUM9 clientsFee: 0%
FiduciaryFee-Only
#56
100

RECURRENT INVESTMENT ADVISORS LLC

HOUSTON, TX · Since 2017

$1.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#57
100

ZARVONA ENERGY LLC

HOUSTON, TX · Since 2017

$423M AUM3 clientsFee: 0%
FiduciaryFee-Only
#58
100

CROSSMARK WEALTH MANAGEMENT, LLC

HOUSTON, TX · Since 2017

$1.1B AUM2 clientsFee: 0%
FiduciaryFee-Only
#59
100

BANORTE ASSET MANAGEMENT, INC.

HOUSTON, TX · Since 2019

$661M AUM17 clientsFee: 0%
FiduciaryFee-Only
#60
100

NORTH HUDSON RESOURCE PARTNERS LP

HOUSTON, TX · Since 2020

$2.6B AUM7 clientsFee: 0%
FiduciaryFee-Only
#61
100

ENERVEST INVESTMENT SERVICES, L.L.C.

HOUSTON, TX · Since 2018

$1.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#62
100

ARA PARTNERS

HOUSTON, TX · Since 2019

$6.8B AUM41 clientsFee: 0%
FiduciaryFee-Only
#63
100

THOMIST CAPITAL MANAGEMENT, LP

HOUSTON, TX · Since 2019

$736M AUM10 clientsFee: 0%
FiduciaryFee-Only
#64
100

ROG IX, LLC

HOUSTON, TX · Since 2019

$401M AUM12 clientsFee: 0%
FiduciaryFee-Only
#65
100

FINAMEX ASSET MANAGEMENT, LLC

HOUSTON, TX · Since 2025

$114M AUM4 clientsFee: 0%
FiduciaryFee-Only
#66
100

FORTHRIGHT FAMILY WEALTH ADVISORY LLC

HOUSTON, TX · Since 2019

$191M AUM1 clientsFee: 0%
FiduciaryFee-Only
#67
100

ABUNDO WEALTH

HOUSTON, TX · Since 2021

$0 AUM11 clientsFee: 0%
FiduciaryFee-Only
#68
100

PARKER FINANCIAL ADVISORS LLC

HOUSTON, TX · Since 2019

$218M AUM2 clientsFee: 0%
FiduciaryFee-Only
#69
100

BURKE WEALTH MANAGEMENT, LLC

HOUSTON, TX · Since 2026

$95M AUM3 clientsFee: 0%
FiduciaryFee-Only
#70
100

SAVE ADVISERS LLC

HOUSTON, TX · Since 2020

$4M AUM0 clientsFee: 0%
FiduciaryFee-Only
#71
100

KA CREDIT ADVISORS, LLC

HOUSTON, TX · Since 2020

$2.3B AUM35 clientsFee: 0%
FiduciaryFee-Only
#72
100

RED SWAN PRIVATE CLIENT

HOUSTON, TX · Since 2020

$165M AUM2 clientsFee: 0%
FiduciaryFee-Only
#73
100

GUIDED CAPITAL WEALTH MANAGEMENT, LLC

HOUSTON, TX · Since 2024

$249M AUM4 clientsFee: 0%
FiduciaryFee-Only
#74
100

CHILDRESS CAPITAL ADVISORS, LLC

HOUSTON, TX · Since 2020

$1.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#75
100

ARMADILLO LITIGATION FUNDING LLC

HOUSTON, TX · Since 2020

$581M AUM7 clientsFee: 0%
FiduciaryFee-Only
#76
100

HENRY BRAGG & CO.

HOUSTON, TX · Since 2020

$469M AUM2 clientsFee: 0%
FiduciaryFee-Only
#77
100

KA CREDIT ADVISORS II, LLC

HOUSTON, TX · Since 2021

$395M AUM35 clientsFee: 0%
FiduciaryFee-Only
#78
100

SKYBOUND WEALTH USA

HOUSTON, TX · Since 2021

$166M AUM6 clientsFee: 0%
FiduciaryFee-Only
#79
100

CALDERWOOD FINANCIAL STRATEGIES, INC.

HOUSTON, TX · Since 2021

$229M AUM3 clientsFee: 0%
FiduciaryFee-Only
#80
100

KOIN CAPITAL INC

HOUSTON, TX · Since 2021

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#81
100

STELLUS CAPITAL INCOME PBDC, LLC

HOUSTON, TX · Since 2021

$473M AUM20 clientsFee: 0%
FiduciaryFee-Only
#82
100

BRIDGE CAPITAL ADVISORS

HOUSTON, TX · Since 2022

$687M AUM2 clientsFee: 0%
FiduciaryFee-Only
#83
100

NUCLO WEALTH

HOUSTON, TX · Since 2024

$294M AUM7 clientsFee: 0%
FiduciaryFee-Only
#84
100

WEALTH BENEFIT ADVISORS, LLC

HOUSTON, TX · Since 2022

$381M AUM2 clientsFee: 0%
FiduciaryFee-Only
#85
100

EOC PARTNERS ADVISORS L.P.

HOUSTON, TX · Since 2023

$2.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#86
100

DAUNTLESS CAPITAL PARTNERS LLC

HOUSTON, TX · Since 2022

$283M AUM7 clientsFee: 0%
FiduciaryFee-Only
#87
100

CLIMATE INVESTMENT

HOUSTON, TX · Since 2023

$831M AUM25 clientsFee: 0%
FiduciaryFee-Only
#88
100

DAYS GLOBAL ADVISORS

HOUSTON, TX · Since 2023

$40M AUM1 clientsFee: 0%
FiduciaryFee-Only
#89
100

CAP SIX ADVISORS

HOUSTON, TX · Since 2025

$341M AUM3 clientsFee: 0%
FiduciaryFee-Only
#90
100

TERRAFORM WEALTH, LLC

HOUSTON, TX · Since 2023

$208M AUM2 clientsFee: 0%
FiduciaryFee-Only
#91
100

CAZ INVESTMENTS REGISTERED ADVISER LLC

HOUSTON, TX · Since 2023

$541M AUM68 clientsFee: 0%
FiduciaryFee-Only
#92
100

SANJAC ALPHA LP

HOUSTON, TX · Since 2024

$5M AUM2 clientsFee: 0%
FiduciaryFee-Only
#93
100

SIMPLEVISOR

HOUSTON, TX · Since 2024

$928K AUM2 clientsFee: 0%
FiduciaryFee-Only
#94
100

VIAQUEST ADVISORS LLC

HOUSTON, TX · Since 2024

$174M AUM3 clientsFee: 0%
FiduciaryFee-Only
#95
100

ARA GC PARTNERS, LLC

HOUSTON, TX · Since 2025

$936M AUM9 clientsFee: 0%
FiduciaryFee-Only
#96
100

BINVESTING

HOUSTON, TX · Since 2025

$52K AUM4 clientsFee: 0%
FiduciaryFee-Only
#97
100

ENCORE GLOBAL MANAGEMENT LP

HOUSTON, TX · Since 2025

$160M AUM2 clientsFee: 0%
FiduciaryFee-Only
#98
100

CAZ GP STAKES ADVISER LLC

HOUSTON, TX · Since 2025

$99M AUM68 clientsFee: 0%
FiduciaryFee-Only
#99
100

SSC

HOUSTON, TX · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#100
100

TECTONIC CAPITAL ADVISORS, LLC

HOUSTON, TX · Since 2025

$154M AUM2 clientsFee: 0%
FiduciaryFee-Only
#101
100

AWAKEN WEALTH PARTNERS LLC

HOUSTON, TX · Since 2026

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#102
100

SKYLAR CAPITAL MANAGEMENT LP

HOUSTON, TX · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#103
100

QUANTUM CAPITAL GROUP

HOUSTON, TX · Since 2012

$491M AUM65 clientsFee: 0%
FiduciaryFee-Only
#104
100

LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES

HOUSTON, TX · Since 1985

$286M AUM1 clientsFee: 0%
FiduciaryFee-Only
#105
100

TRUST ADVISORS, INC.

HOUSTON, TX · Since 2011

$7.0B AUM1 clientsFee: 0%
FiduciaryFee-Only
#106
100

CARRIAGE SERVICES INVESTMENT ADVISORS, INC.

HOUSTON, TX · Since 2012

$308M AUM2 clientsFee: 0%
FiduciaryFee-Only
#107
97

ROBERTSON INVESTMENT MANAGEMENT

HOUSTON, TX · Since 2021

$534M AUM10 clientsFee: 0%
FiduciaryFee-Only
#108
97

SOVEREIGN WEALTH ADVISORS LLC

HOUSTON, TX · Since 2015

$625M AUM35 clientsFee: 0%
FiduciaryFee-Only
#109
97

STAVIS WEALTH TRANSFER SOLUTIONS

HOUSTON, TX · Since 2023

$148M AUM3 clientsFee: 0%
FiduciaryFee-Only
#110
97

CATALYST WEALTH MANAGEMENT LLC

HOUSTON, TX · Since 2024

$105M AUM21 clientsFee: 0%
FiduciaryFee-Only
#111
95

KAYNE ANDERSON CAPITAL ADVISORS, L.P.

HOUSTON, TX · Since 1994

$34.1B AUM142 clientsFee: 0%
FiduciaryFee-Only
#112
95

CHILTON CAPITAL MANAGEMENT LLC

HOUSTON, TX · Since 1996

$3.2B AUM17 clientsFee: 0%
FiduciaryFee-Only
#113
95

PAUL COMSTOCK PARTNERS

HOUSTON, TX · Since 1984

$2.8B AUM11 clientsFee: 0%
FiduciaryFee-Only
#114
95

PIN OAK INVESTMENT ADVISORS INC

HOUSTON, TX · Since 1990

$785M AUM5 clientsFee: 0%
FiduciaryFee-Only
#115
95

FINANCIAL SYNERGIES

HOUSTON, TX · Since 1987

$1.8B AUM16 clientsFee: 0%
FiduciaryFee-Only
#116
95

SAROFIM TRUST CO

HOUSTON, TX · Since 1978

$13.0B AUM22 clientsFee: 0%
FiduciaryFee-Only
#117
95

LINSCOMB WEALTH, INC.

HOUSTON, TX · Since 1995

$5.2B AUM25 clientsFee: 0%
FiduciaryFee-Only
#118
95

SAROFIM REALTY ADVISORS LLC

HOUSTON, TX · Since 1993

$1.2B AUM4 clientsFee: 0%
FiduciaryFee-Only
#119
95

FRUTH INVESTMENT MANAGEMENT

HOUSTON, TX · Since 1992

$418M AUM3 clientsFee: 0%
FiduciaryFee-Only
#120
95

ADELL HARRIMAN & CARPENTER

HOUSTON, TX · Since 1995

$2.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#121
95

ASCENSION CAPITAL ADVISORS, INC.

HOUSTON, TX · Since 2000

$939M AUM7 clientsFee: 0%
FiduciaryFee-Only
#122
95

FCA CORP

HOUSTON, TX · Since 1984

$623M AUM11 clientsFee: 0%
FiduciaryFee-Only
#123
95

BRIDGEWAY CAPITAL MANAGEMENT, LLC

HOUSTON, TX · Since 1993

$4.3B AUM7 clientsFee: 0%
FiduciaryFee-Only
#124
95

CAZ INVESTMENTS L.P.

HOUSTON, TX · Since 2001

$10.8B AUM68 clientsFee: 0%
FiduciaryFee-Only
#125
95

CALLAHAN ADVISORS, LLC

HOUSTON, TX · Since 2003

$1.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#126
95

HORIZON WEALTH ADVISORS

HOUSTON, TX · Since 2003

$451M AUM4 clientsFee: 0%
FiduciaryFee-Only
#127
95

FRANKLIN, PARLAPIANO, TURNER & WELCH LLC

HOUSTON, TX · Since 2007

$811M AUM4 clientsFee: 0%
FiduciaryFee-Only
#128
95

STEGENT EQUITY ADVISORS INC.

HOUSTON, TX · Since 2005

$244M AUM3 clientsFee: 0%
FiduciaryFee-Only
#129
95

GOODMAN FINANCIAL CORPORATION

HOUSTON, TX · Since 2002

$916M AUM16 clientsFee: 0%
FiduciaryFee-Only
#130
95

WILLIS JOHNSON WEALTH

HOUSTON, TX · Since 2006

$1.9B AUM21 clientsFee: 0%
FiduciaryFee-Only
#131
95

HERITAGE WEALTH MANAGEMENT

HOUSTON, TX · Since 2016

$358M AUM4 clientsFee: 0%
FiduciaryFee-Only
#132
95

KWK MANAGEMENT LLC

HOUSTON, TX · Since 2005

$263M AUM4 clientsFee: 0%
FiduciaryFee-Only
#133
95

CRG

HOUSTON, TX · Since 2004

$2.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#134
95

USCA ASSET MANAGEMENT LLC

HOUSTON, TX · Since 2005

$132M AUM5 clientsFee: 0%
FiduciaryFee-Only
#135
95

ADVOCATES WEALTH PLANNING

HOUSTON, TX · Since 2006

$448M AUM3 clientsFee: 0%
FiduciaryFee-Only
#136
95

FREEDOM DAY SOLUTIONS, LLC

HOUSTON, TX · Since 2006

$615M AUM4 clientsFee: 0%
FiduciaryFee-Only
#137
95

RIDGEWOOD ENERGY CORPORATION

HOUSTON, TX · Since 2007

$3.3B AUM21 clientsFee: 0%
FiduciaryFee-Only
#138
95

MURRAY INVESTMENT MANAGEMENT, LLC

HOUSTON, TX · Since 2023

$159M AUM1 clientsFee: 0%
FiduciaryFee-Only
#139
95

TRUST ASSET MANAGEMENT LLC

HOUSTON, TX · Since 2008

$3.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#140
95

RIVERROCK ASSET MANAGEMENT LLC

HOUSTON, TX · Since 2023

$0 AUM5 clientsFee: 0%
FiduciaryFee-Only
#141
95

HOURGLASS CAPITAL, LLC

HOUSTON, TX · Since 2008

$769M AUM2 clientsFee: 0%
FiduciaryFee-Only
#142
95

BRASADA CAPITAL MANAGEMENT, LP

HOUSTON, TX · Since 2013

$679M AUM10 clientsFee: 0%
FiduciaryFee-Only
#143
95

SEQUENT ASSET MANAGEMENT, LLC

HOUSTON, TX · Since 2008

$1.1B AUM2 clientsFee: 0%
FiduciaryFee-Only
#144
95

CAMDEN WEALTH ADVISORS LLC

HOUSTON, TX · Since 2009

$366M AUM5 clientsFee: 0%
FiduciaryFee-Only
#145
95

RIA ADVISORS

HOUSTON, TX · Since 2013

$1.8B AUM16 clientsFee: 0%
FiduciaryFee-Only
#146
95

LIVE OAK WEALTH ADVISORY GROUP, LLC

HOUSTON, TX · Since 2021

$155M AUM3 clientsFee: 0%
FiduciaryFee-Only
#147
95

CHAMBERS ENERGY CAPITAL

HOUSTON, TX · Since 2012

$1.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#148
95

EMERGENT CAPITAL ADVISORS, LLC

HOUSTON, TX · Since 2012

$124M AUM4 clientsFee: 0%
FiduciaryFee-Only
#149
95

THE STERLING GROUP, L.P.

HOUSTON, TX · Since 2012

$9.0B AUM76 clientsFee: 0%
FiduciaryFee-Only
#150
95

CSL CAPITAL MANAGEMENT, L.P.

HOUSTON, TX · Since 2012

$145M AUM4 clientsFee: 0%
FiduciaryFee-Only
#151
95

TRINITY LEGACY PARTNERS, LLC

HOUSTON, TX · Since 2017

$521M AUM6 clientsFee: 0%
FiduciaryFee-Only
#152
95

THE CAPSTREET GROUP, LLC

HOUSTON, TX · Since 2012

$1.2B AUM24 clientsFee: 0%
FiduciaryFee-Only
#153
95

STELLUS CAPITAL MANAGEMENT, LLC

HOUSTON, TX · Since 2012

$3.5B AUM20 clientsFee: 0%
FiduciaryFee-Only
#154
95

WHITE DEER

HOUSTON, TX · Since 2012

$961M AUM7 clientsFee: 0%
FiduciaryFee-Only
#155
95

AMBERJACK CAPITAL PARTNERS, L.P.

HOUSTON, TX · Since 2012

$1.3B AUM9 clientsFee: 0%
FiduciaryFee-Only
#156
95

THE SALIENT ZARVONA ENERGY FUND GP, L.P.

HOUSTON, TX · Since 2015

$264M AUM5 clientsFee: 0%
FiduciaryFee-Only
#157
95

ROCK HILL CAPITAL

HOUSTON, TX · Since 2016

$239M AUM3 clientsFee: 0%
FiduciaryFee-Only
#158
95

PELICAN ENERGY PARTNERS

HOUSTON, TX · Since 2016

$1.0B AUM15 clientsFee: 0%
FiduciaryFee-Only
#159
95

MANSKE WEALTH MANAGEMENT, LLC

HOUSTON, TX · Since 2014

$707M AUM8 clientsFee: 0%
FiduciaryFee-Only
#160
95

SEGMENT WEALTH MANAGEMENT, LLC

HOUSTON, TX · Since 2012

$2.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#161
95

MOSAIC ADVISORS

HOUSTON, TX · Since 2015

$581M AUM16 clientsFee: 0%
FiduciaryFee-Only
#162
95

FOCUS WEALTH ADVISORS, LLC

HOUSTON, TX · Since 2013

$248M AUM1 clientsFee: 0%
FiduciaryFee-Only
#163
95

VIRAGE CAPITAL MANAGEMENT LP

HOUSTON, TX · Since 2014

$588M AUM6 clientsFee: 0%
FiduciaryFee-Only
#164
95

THE WINDACRE PARTNERSHIP LLC

HOUSTON, TX · Since 2014

$11.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#165
95

FORTITER WEALTH MANAGEMENT, LLC

HOUSTON, TX · Since 2014

$380M AUM3 clientsFee: 0%
FiduciaryFee-Only
#166
95

MSC ADVISER I, LLC

HOUSTON, TX · Since 2013

$1.7B AUM54 clientsFee: 0%
FiduciaryFee-Only
#167
95

JAYKAY WEALTH ADVISORS, INC.

HOUSTON, TX · Since 2018

$174M AUM3 clientsFee: 0%
Broker-Dealer
#168
95

SHELTER WEALTH STRATEGIES, LLC

HOUSTON, TX · Since 2026

$144M AUM8 clientsFee: 0%
FiduciaryFee-Only
#169
95

FIVE POINT INFRASTRUCTURE LLC

HOUSTON, TX · Since 2015

$7.1B AUM12 clientsFee: 0%
FiduciaryFee-Only
#170
95

SYMPHONY FINANCIAL, LTD. CO.

HOUSTON, TX · Since 2014

$1.4B AUM23 clientsFee: 0%
FiduciaryFee-Only
#171
95

OAK HARVEST INVESTMENT SERVICES

HOUSTON, TX · Since 2019

$1.1B AUM19 clientsFee: 0%
FiduciaryFee-Only
#172
95

JUNIPER CAPITAL ADVISORS, L.P.

HOUSTON, TX · Since 2015

$535M AUM12 clientsFee: 0%
FiduciaryFee-Only
#173
95

MOUNTAIN CAPITAL MANAGEMENT, LLC

HOUSTON, TX · Since 2015

$1.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#174
95

PENNEY FINANCIAL

HOUSTON, TX · Since 2021

$304M AUM3 clientsFee: 0%
FiduciaryFee-Only
#175
95

BAYOU CITY ENERGY

HOUSTON, TX · Since 2016

$1.0B AUM7 clientsFee: 0%
FiduciaryFee-Only
#176
95

MARBLE CAPITAL LP

HOUSTON, TX · Since 2019

$3.3B AUM10 clientsFee: 0%
FiduciaryFee-Only
#177
95

PLATFORM PARTNERS LLC

HOUSTON, TX · Since 2017

$825M AUM16 clientsFee: 0%
FiduciaryFee-Only
#178
95

TRANSPOSE PLATFORM MANAGEMENT, LLC

HOUSTON, TX · Since 2017

$2.6B AUM12 clientsFee: 0%
FiduciaryFee-Only
#179
95

OGAM, LP

HOUSTON, TX · Since 2017

$8.7B AUM9 clientsFee: 0%
FiduciaryFee-Only
#180
95

U.S. CAPITAL WEALTH ADVISORS, LLC

HOUSTON, TX · Since 2017

$8.8B AUM71 clientsFee: 0%
FiduciaryFee-Only
#181
95

MCALISTER, SWEET & ASSOCIATES, INC.

HOUSTON, TX · Since 2017

$224M AUM3 clientsFee: 0%
FiduciaryFee-Only
#182
95

WATEROUS ENERGY FUND MANAGEMENT (US), LLC

HOUSTON, TX · Since 2018

$4.0B AUM2 clientsFee: 0%
FiduciaryFee-Only
#183
95

INSCRIPTION CAPITAL, LLC

HOUSTON, TX · Since 2018

$2.0B AUM14 clientsFee: 0%
FiduciaryFee-Only
#184
95

THE MENARD FINANCIAL GROUP, LLC

HOUSTON, TX · Since 2018

$335M AUM2 clientsFee: 0%
FiduciaryFee-Only
#185
95

KDK PRIVATE WEALTH MANAGEMENT

HOUSTON, TX · Since 2021

$585M AUM4 clientsFee: 0%
FiduciaryFee-Only
#186
95

59 NORTH CAPITAL MANAGEMENT, LP

HOUSTON, TX · Since 2019

$7.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#187
95

AMERICANA PARTNERS, LLC

HOUSTON, TX · Since 2019

$9.1B AUM34 clientsFee: 0%
FiduciaryFee-Only
#188
95

INSCRIPTION FAMILY OFFICE, LLC

HOUSTON, TX · Since 2019

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#189
95

PICKERING ENERGY PARTNERS LP

HOUSTON, TX · Since 2019

$1.7B AUM11 clientsFee: 0%
FiduciaryFee-Only
#190
95

RHP WEALTH MANAGEMENT

HOUSTON, TX · Since 2019

$345M AUM5 clientsFee: 0%
FiduciaryFee-Only
#191
95

BROWNLEE WEALTH MANAGEMENT

HOUSTON, TX · Since 2023

$465M AUM5 clientsFee: 0%
FiduciaryFee-Only
#192
95

SILTSTONE CAPITAL, LLC

HOUSTON, TX · Since 2020

$77M AUM8 clientsFee: 0%
FiduciaryFee-Only
#193
95

HINES CAPITAL ADVISORS LLC

HOUSTON, TX · Since 2020

$5.1B AUM362 clientsFee: 0%
FiduciaryFee-Only
#194
95

TRB WEALTH MANAGEMENT, LLC

HOUSTON, TX · Since 2020

$3.7B AUM13 clientsFee: 0%
FiduciaryFee-Only
#195
95

THE CLARUS GROUP

HOUSTON, TX · Since 2020

$1.1B AUM9 clientsFee: 0%
FiduciaryFee-Only
#196
95

PATRON PARTNERS, LLC

HOUSTON, TX · Since 2020

$326M AUM2 clientsFee: 0%
FiduciaryFee-Only
#197
95

ANDROS CAPITAL PARTNERS LLC

HOUSTON, TX · Since 2020

$3.5B AUM6 clientsFee: 0%
FiduciaryFee-Only
#198
95

SAXON FINANCIAL GROUP

HOUSTON, TX · Since 2021

$679M AUM15 clientsFee: 0%
FiduciaryFee-Only
#199
95

JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.

HOUSTON, TX · Since 2021

$371M AUM12 clientsFee: 0%
FiduciaryFee-Only
#200
95

ICON WEALTH PARTNERS

HOUSTON, TX · Since 2022

$2.6B AUM15 clientsFee: 0%
FiduciaryFee-Only
#201
95

TRACE CAPITAL MANAGEMENT LP

HOUSTON, TX · Since 2022

$1.7B AUM15 clientsFee: 0%
FiduciaryFee-Only
#202
95

ALLIED INDUSTRIAL PARTNERS

HOUSTON, TX · Since 2023

$1.3B AUM11 clientsFee: 0%
FiduciaryFee-Only
#203
95

TSA WEALTH MANAGEMENT

HOUSTON, TX · Since 2022

$359M AUM3 clientsFee: 0%
FiduciaryFee-Only
#204
95

ALLEGRO MINERAL PARTNERS LLC

HOUSTON, TX · Since 2026

$135M AUM6 clientsFee: 0%
FiduciaryFee-Only
#205
95

PRECEDENT WEALTH PARTNERS, LLC

HOUSTON, TX · Since 2023

$685M AUM5 clientsFee: 0%
FiduciaryFee-Only
#206
95

JOYCE WEALTH MANAGEMENT, LLC

HOUSTON, TX · Since 2023

$483M AUM3 clientsFee: 0%
FiduciaryFee-Only
#207
95

ELDA RIVER CAPITAL MANAGEMENT, LLC

HOUSTON, TX · Since 2023

$1.9B AUM9 clientsFee: 0%
FiduciaryFee-Only
#208
95

THIRD GEAR CAPITAL MANAGEMENT LP

HOUSTON, TX · Since 2025

$116M AUM2 clientsFee: 0%
FiduciaryFee-Only
#209
95

SALLYPORT

HOUSTON, TX · Since 2023

$157M AUM5 clientsFee: 0%
FiduciaryFee-Only
#210
95

QUANTOR CAPITAL LLC

HOUSTON, TX · Since 2024

$176M AUM3 clientsFee: 0%
FiduciaryFee-Only
#211
95

FLAGSHIP INVESTMENT MANAGEMENT LLC

HOUSTON, TX · Since 2024

$140M AUM5 clientsFee: 0%
FiduciaryFee-Only
#212
95

INTEGRITY ROAD WEALTH PARTNERS LLC

HOUSTON, TX · Since 2026

$126M AUM3 clientsFee: 0%
FiduciaryFee-Only
#213
95

THE CATALYST GROUP, INC.

HOUSTON, TX · Since 2025

$199M AUM3 clientsFee: 0%
FiduciaryFee-Only
#214
95

ALTERIS CAPITAL PARTNERS, LLC

HOUSTON, TX · Since 2025

$140M AUM3 clientsFee: 0%
FiduciaryFee-Only
#215
95

CLEAR TRAIL ADVISORS, LLC

HOUSTON, TX · Since 2025

$803M AUM4 clientsFee: 0%
FiduciaryFee-Only
#216
95

MCKINNEY CAPITAL MANAGEMENT

HOUSTON, TX · Since 2025

$246M AUM2 clientsFee: 0%
FiduciaryFee-Only
#217
95

A3 CAPITAL ADVISORS

HOUSTON, TX · Since 2025

$227M AUM2 clientsFee: 0%
FiduciaryFee-Only
#218
95

THE ENERGY & MINERALS GROUP LP

HOUSTON, TX · Since 2026

$12.0B AUM12 clientsFee: 0%
FiduciaryFee-Only
#219
95

HOMAGE WEALTH GROUP LLC

HOUSTON, TX · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#220
95

SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC

HOUSTON, TX · Since 2020

$650M AUM5 clientsFee: 0%
FiduciaryFee-Only
#221
95

ROSCOMMON ANALYTICS LLC

HOUSTON, TX · Since 2024

$881M AUM45 clientsFee: 0%
FiduciaryFee-Only
#222
90

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

HOUSTON, TX · Since 1996

$12.2B AUM26 clientsFee: 0%
FiduciaryFee-Only
#223
90

INTREPID INVESTMENT MANAGEMENT, LLC

HOUSTON, TX · Since 2018

$323M AUM6 clientsFee: 0%
Broker-Dealer
#224
87

AVIDIAN WEALTH SOLUTIONS

HOUSTON, TX · Since 2005

$4.8B AUM36 clientsFee: 0%
FiduciaryFee-Only1 complaint
#225
87

WINCORAM ASSET MANAGEMENT LLC

HOUSTON, TX · Since 2021

$8.2B AUM11 clientsFee: 0%
FiduciaryFee-Only1 complaint
#226
85

INTRUA FINANCIAL

HOUSTON, TX · Since 2015

$1.7B AUM38 clientsFee: 0%
FiduciaryFee-Only
#227
84

GBM WEALTH MANAGEMENT, INC.

HOUSTON, TX · Since 2024

$346M AUM8 clientsFee: 0%
FiduciaryFee-Only2 complaints
#228
79

GRANITE HARBOR ADVISORS, INC.

HOUSTON, TX · Since 2017

$642M AUM6 clientsFee: 0%
FiduciaryFee-Only2 complaints
#229
79

PAN CAPITAL MANAGEMENT LP

HOUSTON, TX · Since 2026

$3.1B AUM30 clientsFee: 0%
FiduciaryFee-Only2 complaints
#230
70

GFS ADVISORS LLC

HOUSTON, TX · Since 2007

$3.8B AUM9 clientsFee: 0%
FiduciaryFee-Only4 complaints
#231
65

SUNBELT SECURITIES

HOUSTON, TX · Since 2010

$2.0B AUM68 clientsFee: 0%
Broker-Dealer4 complaints
#232
65

MONEX ASSET MANAGEMENT, INC.

HOUSTON, TX · Since 2021

$651M AUM17 clientsFee: 0%
FiduciaryFee-Only6 complaints
#233
52

SANDERS MORRIS LLC

HOUSTON, TX · Since 2006

$576M AUM13 clientsFee: 0%
Broker-Dealer12 complaints
#234
30

THE VARIABLE ANNUITY LIFE INSURANCE COMPANY

HOUSTON, TX · Since 1971

$32.9B AUM5 clientsFee: 0%
FiduciaryFee-Only4 complaints
#235
25

VALIC FINANCIAL ADVISORS, INC.

HOUSTON, TX · Since 1997

$29.2B AUM1280 clientsFee: 0%
Broker-Dealer4 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in HOUSTON?

The median advisory fee in HOUSTON, TX is 0.95% of assets under management per year, based on Form ADV filings from 235 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.