Best Financial Advisors in KATY, Texas
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$130M
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in KATY
#1
85
TRISPERITY ADVISORS, LLC
KATY, TX · Since 2018
$335M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
84
EQUILIBRIA WEALTH MANAGEMENT, LLC
KATY, TX · Since 2020
$130M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
82
ENCOMPASS ADVISORY SERVICES, LLC
KATY, TX · Since 2025
$121M AUM7 clientsFee: 0%
FiduciaryFee-Only
#4
82
EVERKEY FINANCIAL LLC
KATY, TX · Since 2026
$11M AUM1 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in KATY?
The median advisory fee in KATY, TX is 0.95% of assets under management per year, based on Form ADV filings from 4 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.