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Houston, TX

SEC-registered financial advisors in Houston, TX

SEC data as of September 29, 2026 · Listed A to Z. Not a ranking or a recommendation. · Median size $521M

Common fee types

98%Percentage of assets
55%Fixed or flat fee
33%Hourly

Filters

135 SEC-registered firms

How it is paidPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based

ServesServes individuals

Size bandUnder $25M$25M to $100M$100M to $500M$500M to $1B$1B or more

135 SEC-registered firms

Showing 24 of 135

A3 Capital Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
Adell Harriman & Carpenter$1B or moreSEC recordPercentage of assets
Advocates Wealth Planning$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Alteris Capital Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Alterna Wealth Management, Inc.$1B or moreSEC recordPercentage of assets
Americana Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
Arkos Global Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
Ascension Capital Advisors, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
Autumn Lane Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
Avidian Wealth Solutions$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
Awaken Wealth Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Banorte Asset Management, Inc.$500M to $1BSEC recordPercentage of assets
Beacon Financial Advisors Ltd$100M to $500MSEC recordPercentage of assets
BinvestingUnder $25MSEC recordPercentage of assets
Blackgold Capital Management LP$100M to $500MSEC recordPercentage of assetsPerformance-based
Branson Fowlkes & Co Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Branson Fowlkes Russell IncUnder $25MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
Brasada Capital Management, LP$500M to $1BSEC recordPercentage of assetsPerformance-based
Bridgeway Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
Brownlee Wealth Management$100M to $500MSEC recordHourlyFixed or flat fee
Burke Wealth Management, LLC$25M to $100MSEC recordPercentage of assets
Calderwood Financial Strategies, Inc.$100M to $500MSEC recordPercentage of assets
Callahan Advisors, LLC$1B or moreSEC recordPercentage of assets
Camden Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
Cap Six Advisors$100M to $500MSEC recordPercentage of assets
Catalyst Wealth Management LLC$100M to $500MSEC recordPercentage of assets
Childress Capital Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Chilton Capital Management LLC$1B or moreSEC recordPercentage of assets
Clear Trail Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Corda Investment Management, LLC$1B or moreSEC recordPercentage of assets
Core Capital Management and Research Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Cove Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Crimson Management$100M to $500MSEC recordPercentage of assets
Crossmark Global Investments, Inc.$1B or moreSEC recordPercentage of assets
Crossmark Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
Cypress Asset Management Inc$100M to $500MSEC recordPercentage of assets
Doliver Advisors, L.P.$500M to $1BSEC recordPercentage of assetsPerformance-based
E & G Advisors, LLC$500M to $1BSEC recordPercentage of assets
Eagle Global Advisors LLC$1B or moreSEC recordPercentage of assetsPerformance-based
Emc Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
Fayez Sarofim & Co.$1B or moreSEC recordPercentage of assets
Fca Corp$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Finamex Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Financial Synergies$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
Focus Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
Forthright Family Wealth Advisory LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Fortiter Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
Founders Capital Management Inc$100M to $500MSEC recordPercentage of assets
Franklin, Parlapiano, Turner & Welch LLC$500M to $1BSEC recordPercentage of assets
Freedom Day Solutions, LLC$500M to $1BSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
Fruth Investment Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Garcia Hamilton & Associates LP$1B or moreSEC recordPercentage of assetsPerformance-based
GBM Wealth Management, Inc.$100M to $500MSEC recordPercentage of assets
GFS Advisors LLC$1B or moreSEC recordPercentage of assetsPerformance-based
Goodman Financial Corporation$500M to $1BSEC recordPercentage of assetsHourly
Granite Harbor Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
Guided Capital Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Haven Wealth Group$500M to $1BSEC recordPercentage of assetsOther
Henry Bragg & Co.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Heritage Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Homage Wealth Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Horizon Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Hourglass Capital, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
Icon Wealth Partners$1B or moreSEC recordPercentage of assetsOther
Inscription Capital, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Integra Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Integrity Road Wealth Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Intrua Financial$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Jaykay Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
JCP Investment Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
Joyce Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Kanos Capital Management, LLC$100M to $500MSEC recordPercentage of assets
Kayne Anderson Capital Advisors, L.P.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
KDK Private Wealth Management$500M to $1BSEC recordPercentage of assetsPerformance-based
Lavaca Capital, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
Linscomb Wealth, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Live Oak Wealth Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Manske Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
MBR Financial$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
McAlister, Sweet & Associates, Inc.$100M to $500MSEC recordPercentage of assets
McKinney Capital Management$100M to $500MSEC recordPercentage of assets
Monex Asset Management, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
Mosaic Advisors$500M to $1BSEC recordFixed or flat fee
Murray Investment Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
New Capital Management, LP$500M to $1BSEC recordPercentage of assetsFixed or flat fee
Nuclo Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
Oak Harvest Investment Services$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Pacific Strategic Management, LP$100M to $500MSEC recordPercentage of assets
Parker Financial Advisors LLC$100M to $500MSEC recordPercentage of assets
Patron Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Paul Comstock Partners$1B or moreSEC recordPercentage of assetsFixed or flat fee
Penney Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Pin Oak Investment Advisors Inc$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
Portfolio Advisory Council, L.L.C.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Post Oak Private Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourly
Precedent Wealth Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Prota Financial$100M to $500MSEC recordPercentage of assets
Quantor Capital LLC$100M to $500MSEC recordPercentage of assets
Recurrent Investment Advisors LLC$1B or moreSEC recordPercentage of assets
RHP Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
RIA Advisors$1B or moreSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
Robertson Investment Management$500M to $1BSEC recordPercentage of assets
Sanders Morris LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
Sarofim International Management Co$1B or moreSEC recordPercentage of assets
Sarofim Trust Co$1B or moreSEC recordPercentage of assets
Save Advisers LLCUnder $25MSEC recordOther
Saxon Financial Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Scott & Selber, Inc. Capital Management$500M to $1BSEC recordPercentage of assets
Segment Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Sequent Asset Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
Shelter Wealth Strategies, LLC$100M to $500MSEC recordPercentage of assetsOther
SimplevisorUnder $25MSEC recordPercentage of assets
Skybound Wealth USA$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Sovereign Wealth Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Stavis Wealth Transfer Solutions$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
Stegent Equity Advisors Inc.$100M to $500MSEC recordPercentage of assets
Strategic Advisory Services, L.L.C.$100M to $500MSEC recordPercentage of assetsOther
Sunbelt Securities$1B or moreSEC recordPercentage of assetsFixed or flat fee
Symphony Financial, Ltd. Co.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Tanglewood Legacy Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Tanglewood Total Wealth Management, Inc.$1B or moreSEC recordPercentage of assets
Tectonic Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Terraform Wealth, LLC$100M to $500MSEC recordPercentage of assets
The Clarus Group$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
The Goff Financial Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
The Menard Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
TRB Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Trinity Legacy Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Tsa Wealth Management$100M to $500MSEC recordPercentage of assets
Valic Financial Advisors, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Vaughan Nelson Investment Management, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
Viaquest Advisors LLC$100M to $500MSEC recordPercentage of assetsHourly
Wealth Benefit Advisors, LLC$100M to $500MSEC recordPercentage of assets
Westpark Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Willis Johnson Wealth$1B or moreSEC recordPercentage of assetsFixed or flat fee

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Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.

Firms registered with the SEC in the last 12 months

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