fbpx

Top Financial Advisors in Houston

One of the largest metro areas in the world has a great deal of financial advisor firms. Choosing the best one for your unique situation can be an arduous task, Our team put in hours of research to help narrow down the list to the following top financial advisors in the Houston area. Compare and contrast the pricing, offerings and reputations of the following financial advisors in Houston.

Filter
  • $158,155,508
    706
    • Financial planning services
    • Pension consulting services
  • $241,463,184
    338
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $204,371,968
    863
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $258,531,198
    1,100
    • Financial planning services
    • Pension consulting services
    • Educational seminars/workshops
  • $1,362,600,307
    369
    • Financial planning services
  • $235,337,318
    208
    • Financial planning services
  • CDR# 281554
    $542,975,610
    1,977
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • WRAP FEE PROGRAM
  • $1,072,000,000
    900
    • Financial planning services
  • $133,885,505
    70
    • Financial planning services
  • CDR# 106779
    $2,808,702,381
    961
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)

To determine the top financial advisors in Houston we poured through all SEC registered advisory firms who have an office in Houston. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

COGENT ADVISORY GROUP LLC

CDR# 169512
$158,155,508
706
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
3737 BUFFALO SPEEDWAY SUITE 400
HOUSTON TX, 77098
713-355-9910

$158,155,508
706
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SYMPHONY FINANCIAL, LTD. CO.

CDR# 171816
$241,463,184
338
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
17725 JOHN F KENNEDY BLVD. SUITE 201
HOUSTON TX, 77032
281-272-6800

$241,463,184
338
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

WESTPARK WEALTH ADVISORS, INC.

CDR# 130914
$204,371,968
863
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
WEST8 TOWER 10205 WESTHEIMER, SUITE 500
HOUSTON TX, 77042
713-266-2993

$204,371,968
863
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SOVEREIGN WEALTH ADVISORS LLC

CDR# 188524
$258,531,198
1,100
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
3120 SOUTHWEST FRWY SUITE 500
HOUSTON TX, 77098
713-527-3400

$258,531,198
1,100
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

CHILTON CAPITAL MANAGEMENT LLC

CDR# 104592
$1,362,600,307
369
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
1177 WEST LOOP SOUTH SUITE 1750
HOUSTON TX, 77027-9062
(713) 650-1995

$1,362,600,307
369
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management

KRUEGER & CATALANO CAPITAL PARTNERS, LLC

CDR# 138962
$235,337,318
208
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
8401 WESTVIEW DRIVE
HOUSTON TX, 77055
713-784-3878

$235,337,318
208
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

INTRUA FINANCIAL

CDR# 281554
$542,975,610
1,977
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • WRAP FEE PROGRAM
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
3737 BUFFALO SPEEDWAY SUITE 400
HOUSTON TX, 77098
713-355-9910

$542,975,610
1,977
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • WRAP FEE PROGRAM
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions

CORDA INVESTMENT MANAGEMENT, LLC

CDR# 108046
$1,072,000,000
900
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
8955 KATY FREEWAY SUITE 200
HOUSTON TX, 77024-1626
713-439-0665

$1,072,000,000
900
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management

HERITAGE WEALTH MANAGEMENT

CDR# 122394
$133,885,505
70
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
4400 POST OAK PARKWAY SUITE 2510
HOUSTON TX, 77027
713-871-9800

$133,885,505
70
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

LINSCOMB & WILLIAMS

CDR# 106779
$2,808,702,381
961
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
1400 POST OAK BLVD SUITE 1000
HOUSTON TX, 77056
713-840-1000

$2,808,702,381
961
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges