Financial advisers in Houston, TX
236 registered investment adviser firms in Houston managing $523.1B in assets, based on public SEC Form ADV filings.
Fayez Sarofim & Co.
Houston, TX · Est. 1958
- AUM
- $35.1B
- Per adviser
- $1.6B
- Advisers
- 22
No reported disclosures
Kayne Anderson Capital Advisors, L.P.
Houston, TX · Est. 1994
- AUM
- $34.1B
- Per adviser
- $240M
- Advisers
- 142
No reported disclosures
The Variable Annuity Life Insurance Company
Houston, TX · Est. 1971
- AUM
- $32.9B
- Per adviser
- $6.6B
- Advisers
- 5
Valic Financial Advisors, INC.
Houston, TX · Est. 1997
- AUM
- $29.2B
- Per adviser
- $23M
- Advisers
- 1,280
Quantum Capital Group
Houston, TX · Est. 2015
- AUM
- $28.8B
- Per adviser
- $443M
- Advisers
- 65
No reported disclosures
Garcia Hamilton & Associates LP
Houston, TX · Est. 1998
- AUM
- $24.9B
- Per adviser
- $2.1B
- Advisers
- 12
No reported disclosures
Sarofim Trust Co
Houston, TX · Est. 1978
- AUM
- $13.0B
- Per adviser
- $589M
- Advisers
- 22
No reported disclosures
Vaughan Nelson Investment Management, L.P.
Houston, TX · Est. 1996
- AUM
- $12.2B
- Per adviser
- $471M
- Advisers
- 26
No reported disclosures
The Energy & Minerals Group LP
Houston, TX · Est. 2026
- AUM
- $12.0B
- Per adviser
- $1.0B
- Advisers
- 12
No reported disclosures
The Windacre Partnership LLC
Houston, TX · Est. 2014
- AUM
- $11.4B
- Per adviser
- $2.9B
- Advisers
- 4
No reported disclosures
Caz Investments L.P.
Houston, TX · Est. 2001
- AUM
- $10.8B
- Per adviser
- $159M
- Advisers
- 68
No reported disclosures
Americana Partners, LLC
Houston, TX · Est. 2019
- AUM
- $9.1B
- Per adviser
- $268M
- Advisers
- 34
No reported disclosures
The Sterling Group, L.P.
Houston, TX · Est. 2012
- AUM
- $9.0B
- Per adviser
- $119M
- Advisers
- 76
No reported disclosures
Crossmark Global Investments, INC.
Houston, TX · Est. 1982
- AUM
- $9.0B
- Per adviser
- $642M
- Advisers
- 14
No reported disclosures
U.S. Capital Wealth Advisors, LLC
Houston, TX · Est. 2017
- AUM
- $8.8B
- Per adviser
- $123M
- Advisers
- 71
No reported disclosures
Ogam, LP
Houston, TX · Est. 2017
- AUM
- $8.7B
- Per adviser
- $965M
- Advisers
- 9
No reported disclosures
Wincoram Asset Management LLC
Houston, TX · Est. 2021
- AUM
- $8.2B
- Per adviser
- $744M
- Advisers
- 11
No reported disclosures
59 North Capital Management, LP
Houston, TX · Est. 2019
- AUM
- $7.5B
- Per adviser
- $1.5B
- Advisers
- 5
No reported disclosures
Five Point Infrastructure LLC
Houston, TX · Est. 2015
- AUM
- $7.1B
- Per adviser
- $588M
- Advisers
- 12
No reported disclosures
Trust Advisors, INC.
Houston, TX · Est. 2011
- AUM
- $7.0B
- Per adviser
- $7.0B
- Advisers
- 1
No reported disclosures
Ara Partners
Houston, TX · Est. 2019
- AUM
- $6.8B
- Per adviser
- $165M
- Advisers
- 41
No reported disclosures
Linscomb Wealth, INC.
Houston, TX · Est. 1995
- AUM
- $5.2B
- Per adviser
- $209M
- Advisers
- 25
No reported disclosures
Hines Capital Advisors LLC
Houston, TX · Est. 2020
- AUM
- $5.1B
- Per adviser
- $14M
- Advisers
- 362
No reported disclosures
Avidian Wealth Solutions
Houston, TX · Est. 2005
- AUM
- $4.8B
- Per adviser
- $132M
- Advisers
- 36
No reported disclosures
Bridgeway Capital Management, LLC
Houston, TX · Est. 1993
- AUM
- $4.3B
- Per adviser
- $607M
- Advisers
- 7
No reported disclosures
Waterous Energy Fund Management (US), LLC
Houston, TX · Est. 2018
- AUM
- $4.0B
- Per adviser
- $2.0B
- Advisers
- 2
No reported disclosures
Gfs Advisors LLC
Houston, TX · Est. 2007
- AUM
- $3.8B
- Per adviser
- $418M
- Advisers
- 9
No reported disclosures
Trb Wealth Management, LLC
Houston, TX · Est. 2020
- AUM
- $3.7B
- Per adviser
- $288M
- Advisers
- 13
No reported disclosures
Andros Capital Partners LLC
Houston, TX · Est. 2020
- AUM
- $3.5B
- Per adviser
- $585M
- Advisers
- 6
No reported disclosures
Stellus Capital Management, LLC
Houston, TX · Est. 2012
- AUM
- $3.5B
- Per adviser
- $175M
- Advisers
- 20
No reported disclosures
Marble Capital LP
Houston, TX · Est. 2019
- AUM
- $3.3B
- Per adviser
- $335M
- Advisers
- 10
No reported disclosures
Ridgewood Energy Corporation
Houston, TX · Est. 2007
- AUM
- $3.3B
- Per adviser
- $156M
- Advisers
- 21
No reported disclosures
Chilton Capital Management LLC
Houston, TX · Est. 1996
- AUM
- $3.2B
- Per adviser
- $190M
- Advisers
- 17
No reported disclosures
Trust Asset Management LLC
Houston, TX · Est. 2008
- AUM
- $3.2B
- Per adviser
- $401M
- Advisers
- 8
No reported disclosures
Ka Fund Advisors, LLC
Houston, TX · Est. 2006
- AUM
- $3.2B
- Per adviser
- $319M
- Advisers
- 10
No reported disclosures
Eagle Global Advisors LLC
Houston, TX · Est. 1996
- AUM
- $3.1B
- Per adviser
- $282M
- Advisers
- 11
No reported disclosures
Pan Capital Management LP
Houston, TX · Est. 2026
- AUM
- $3.1B
- Per adviser
- $103M
- Advisers
- 30
Paul Comstock Partners
Houston, TX · Est. 1984
- AUM
- $2.8B
- Per adviser
- $255M
- Advisers
- 11
No reported disclosures
Transpose Platform Management, LLC
Houston, TX · Est. 2017
- AUM
- $2.6B
- Per adviser
- $221M
- Advisers
- 12
No reported disclosures
Sunbelt Securities
Houston, TX · Est. 2010
- AUM
- $2.6B
- Per adviser
- $39M
- Advisers
- 68
North Hudson Resource Partners LP
Houston, TX · Est. 2020
- AUM
- $2.6B
- Per adviser
- $368M
- Advisers
- 7
No reported disclosures
Icon Wealth Partners
Houston, TX · Est. 2022
- AUM
- $2.6B
- Per adviser
- $172M
- Advisers
- 15
No reported disclosures
Sarofim International Management Co
Houston, TX · Est. 1993
- AUM
- $2.4B
- Per adviser
- $110M
- Advisers
- 22
No reported disclosures
Simmons L E & Associates INC
Houston, TX · Est. 1995
- AUM
- $2.4B
- Per adviser
- $170M
- Advisers
- 14
No reported disclosures
Eoc Partners Advisors L.P.
Houston, TX · Est. 2023
- AUM
- $2.4B
- Per adviser
- $394M
- Advisers
- 6
No reported disclosures
Ka Credit Advisors, LLC
Houston, TX · Est. 2020
- AUM
- $2.3B
- Per adviser
- $65M
- Advisers
- 35
No reported disclosures
Eiv Capital, LLC
Houston, TX · Est. 2015
- AUM
- $2.2B
- Per adviser
- $97M
- Advisers
- 23
No reported disclosures
Crg
Houston, TX · Est. 2004
- AUM
- $2.2B
- Per adviser
- $245M
- Advisers
- 9
No reported disclosures
Adell Harriman & Carpenter
Houston, TX · Est. 1995
- AUM
- $2.1B
- Per adviser
- $417M
- Advisers
- 5
No reported disclosures
Segment Wealth Management, LLC
Houston, TX · Est. 2012
- AUM
- $2.1B
- Per adviser
- $414M
- Advisers
- 5
No reported disclosures
Inscription Capital, LLC
Houston, TX · Est. 2018
- AUM
- $2.0B
- Per adviser
- $146M
- Advisers
- 14
No reported disclosures
Corda Investment Management, LLC
Houston, TX · Est. 1999
- AUM
- $2.0B
- Per adviser
- $77M
- Advisers
- 26
No reported disclosures
Fic Partners Management, LP
Houston, TX · Est. 2017
- AUM
- $2.0B
- Per adviser
- $281M
- Advisers
- 7
No reported disclosures
Voss Capital, LP
Houston, TX · Est. 2019
- AUM
- $1.9B
- Per adviser
- $324M
- Advisers
- 6
No reported disclosures
Elda River Capital Management, LLC
Houston, TX · Est. 2023
- AUM
- $1.9B
- Per adviser
- $216M
- Advisers
- 9
No reported disclosures
Willis Johnson Wealth
Houston, TX · Est. 2006
- AUM
- $1.9B
- Per adviser
- $88M
- Advisers
- 21
No reported disclosures
Ria Advisors
Houston, TX · Est. 2013
- AUM
- $1.8B
- Per adviser
- $115M
- Advisers
- 16
No reported disclosures
Financial Synergies
Houston, TX · Est. 1987
- AUM
- $1.8B
- Per adviser
- $113M
- Advisers
- 16
No reported disclosures
Intrua Financial
Houston, TX · Est. 2015
- AUM
- $1.7B
- Per adviser
- $46M
- Advisers
- 38
No reported disclosures
Msc Adviser I, LLC
Houston, TX · Est. 2013
- AUM
- $1.7B
- Per adviser
- $32M
- Advisers
- 54
No reported disclosures
Trace Capital Management LP
Houston, TX · Est. 2022
- AUM
- $1.7B
- Per adviser
- $112M
- Advisers
- 15
No reported disclosures
Pickering Energy Partners LP
Houston, TX · Est. 2019
- AUM
- $1.7B
- Per adviser
- $151M
- Advisers
- 11
No reported disclosures
Tanglewood Total Wealth Management, INC.
Houston, TX · Est. 1991
- AUM
- $1.6B
- Per adviser
- $159M
- Advisers
- 10
No reported disclosures
Chambers Energy Capital
Houston, TX · Est. 2012
- AUM
- $1.4B
- Per adviser
- $353M
- Advisers
- 4
No reported disclosures
Alterna Wealth Management, INC.
Houston, TX · Est. 2010
- AUM
- $1.4B
- Per adviser
- $50M
- Advisers
- 28
No reported disclosures
Recurrent Investment Advisors LLC
Houston, TX · Est. 2017
- AUM
- $1.4B
- Per adviser
- $230M
- Advisers
- 6
No reported disclosures
Mountain Capital Management, LLC
Houston, TX · Est. 2015
- AUM
- $1.4B
- Per adviser
- $274M
- Advisers
- 5
No reported disclosures
Symphony Financial, Ltd. Co.
Houston, TX · Est. 2014
- AUM
- $1.4B
- Per adviser
- $59M
- Advisers
- 23
No reported disclosures
Allied Industrial Partners
Houston, TX · Est. 2023
- AUM
- $1.3B
- Per adviser
- $121M
- Advisers
- 11
No reported disclosures
Callahan Advisors, LLC
Houston, TX · Est. 2003
- AUM
- $1.3B
- Per adviser
- $221M
- Advisers
- 6
No reported disclosures
Amberjack Capital Partners, L.P.
Houston, TX · Est. 2012
- AUM
- $1.3B
- Per adviser
- $139M
- Advisers
- 9
No reported disclosures
Childress Capital Advisors, LLC
Houston, TX · Est. 2020
- AUM
- $1.2B
- Per adviser
- $402M
- Advisers
- 3
No reported disclosures
Autumn Lane Advisors, LLC
Houston, TX · Est. 2014
- AUM
- $1.2B
- Per adviser
- $300M
- Advisers
- 4
No reported disclosures
Crossmark Wealth Management, LLC
Houston, TX · Est. 2017
- AUM
- $1.2B
- Per adviser
- $593M
- Advisers
- 2
No reported disclosures
The Capstreet Group, LLC
Houston, TX · Est. 2012
- AUM
- $1.2B
- Per adviser
- $48M
- Advisers
- 24
No reported disclosures
Sarofim Realty Advisors LLC
Houston, TX · Est. 1993
- AUM
- $1.2B
- Per adviser
- $290M
- Advisers
- 4
No reported disclosures
Arkos Global Advisors, LLC
Houston, TX · Est. 2017
- AUM
- $1.2B
- Per adviser
- $105M
- Advisers
- 11
No reported disclosures
Oak Harvest Investment Services
Houston, TX · Est. 2019
- AUM
- $1.1B
- Per adviser
- $60M
- Advisers
- 19
No reported disclosures
The Clarus Group
Houston, TX · Est. 2020
- AUM
- $1.1B
- Per adviser
- $123M
- Advisers
- 9
No reported disclosures
Sequent Asset Management, LLC
Houston, TX · Est. 2008
- AUM
- $1.1B
- Per adviser
- $528M
- Advisers
- 2
No reported disclosures
Bayou City Energy
Houston, TX · Est. 2016
- AUM
- $1.0B
- Per adviser
- $150M
- Advisers
- 7
No reported disclosures
Enervest Investment Services, L.L.C.
Houston, TX · Est. 2018
- AUM
- $1.0B
- Per adviser
- $113M
- Advisers
- 9
No reported disclosures
Pelican Energy Partners
Houston, TX · Est. 2016
- AUM
- $1.0B
- Per adviser
- $67M
- Advisers
- 15
No reported disclosures
White Deer
Houston, TX · Est. 2012
- AUM
- $961M
- Per adviser
- $137M
- Advisers
- 7
No reported disclosures
Mbr Financial
Houston, TX · Est. 2013
- AUM
- $956M
- Per adviser
- $159M
- Advisers
- 6
No reported disclosures
Ascension Capital Advisors, INC.
Houston, TX · Est. 2000
- AUM
- $939M
- Per adviser
- $134M
- Advisers
- 7
No reported disclosures
Ara Gc Partners, LLC
Houston, TX · Est. 2025
- AUM
- $936M
- Per adviser
- $104M
- Advisers
- 9
No reported disclosures
Lavaca Capital, LLC
Houston, TX · Est. 2018
- AUM
- $927M
- Per adviser
- $232M
- Advisers
- 4
No reported disclosures
Goodman Financial Corporation
Houston, TX · Est. 2002
- AUM
- $916M
- Per adviser
- $57M
- Advisers
- 16
No reported disclosures
Gec Advisors LLC
Houston, TX · Est. 2015
- AUM
- $892M
- Per adviser
- $223M
- Advisers
- 4
No reported disclosures
Roscommon Analytics LLC
Houston, TX · Est. 2024
- AUM
- $881M
- Per adviser
- $20M
- Advisers
- 45
No reported disclosures
Climate Investment
Houston, TX · Est. 2023
- AUM
- $831M
- Per adviser
- $33M
- Advisers
- 25
No reported disclosures
Platform Partners LLC
Houston, TX · Est. 2017
- AUM
- $825M
- Per adviser
- $52M
- Advisers
- 16
No reported disclosures
Franklin, Parlapiano, Turner & Welch LLC
Houston, TX · Est. 2007
- AUM
- $811M
- Per adviser
- $203M
- Advisers
- 4
No reported disclosures
Tanglewood Legacy Advisors, LLC
Houston, TX · Est. 2016
- AUM
- $809M
- Per adviser
- $202M
- Advisers
- 4
No reported disclosures
Clear Trail Advisors, LLC
Houston, TX · Est. 2025
- AUM
- $803M
- Per adviser
- $201M
- Advisers
- 4
No reported disclosures
Pin Oak Investment Advisors INC
Houston, TX · Est. 1990
- AUM
- $785M
- Per adviser
- $157M
- Advisers
- 5
No reported disclosures
Hourglass Capital, LLC
Houston, TX · Est. 2008
- AUM
- $769M
- Per adviser
- $384M
- Advisers
- 2
No reported disclosures
Thomist Capital Management, LP
Houston, TX · Est. 2019
- AUM
- $736M
- Per adviser
- $74M
- Advisers
- 10
No reported disclosures
Haddington Ventures, LLC
Houston, TX · Est. 2012
- AUM
- $726M
- Per adviser
- $121M
- Advisers
- 6
No reported disclosures
Doliver Advisors, L.P.
Houston, TX · Est. 1993
- AUM
- $718M
- Per adviser
- $120M
- Advisers
- 6
No reported disclosures
Manske Wealth Management, LLC
Houston, TX · Est. 2014
- AUM
- $707M
- Per adviser
- $88M
- Advisers
- 8
No reported disclosures
E & G Advisors, LLC
Houston, TX · Est. 2014
- AUM
- $707M
- Per adviser
- $177M
- Advisers
- 4
No reported disclosures
Bridge Capital Advisors
Houston, TX · Est. 2022
- AUM
- $687M
- Per adviser
- $344M
- Advisers
- 2
No reported disclosures
Precedent Wealth Partners, LLC
Houston, TX · Est. 2023
- AUM
- $685M
- Per adviser
- $137M
- Advisers
- 5
No reported disclosures
Saxon Financial Group
Houston, TX · Est. 2021
- AUM
- $679M
- Per adviser
- $45M
- Advisers
- 15
No reported disclosures
Brasada Capital Management, LP
Houston, TX · Est. 2013
- AUM
- $679M
- Per adviser
- $68M
- Advisers
- 10
No reported disclosures
The Goff Financial Group
Houston, TX · Est. 2003
- AUM
- $674M
- Per adviser
- $225M
- Advisers
- 3
No reported disclosures
Banorte Asset Management, INC.
Houston, TX · Est. 2019
- AUM
- $661M
- Per adviser
- $39M
- Advisers
- 17
No reported disclosures
Monex Asset Management, INC.
Houston, TX · Est. 2021
- AUM
- $651M
- Per adviser
- $38M
- Advisers
- 17
Sheridan Production Partners Manager III, LLC
Houston, TX · Est. 2020
- AUM
- $650M
- Per adviser
- $130M
- Advisers
- 5
No reported disclosures
Granite Harbor Advisors, INC.
Houston, TX · Est. 2017
- AUM
- $642M
- Per adviser
- $107M
- Advisers
- 6
No reported disclosures
Scott & Selber, INC. Capital Management
Houston, TX · Est. 1986
- AUM
- $638M
- Per adviser
- $319M
- Advisers
- 2
No reported disclosures
Stanley Capital Management, LLC
Houston, TX · Est. 2017
- AUM
- $635M
- Per adviser
- $212M
- Advisers
- 3
No reported disclosures
Crosstimbers Capital Group, LLC
Houston, TX · Est. 2017
- AUM
- $626M
- Per adviser
- $42M
- Advisers
- 15
No reported disclosures
Sovereign Wealth Advisors LLC
Houston, TX · Est. 2015
- AUM
- $625M
- Per adviser
- $18M
- Advisers
- 35
No reported disclosures
Fca Corp
Houston, TX · Est. 1984
- AUM
- $623M
- Per adviser
- $57M
- Advisers
- 11
No reported disclosures
Freedom Day Solutions, LLC
Houston, TX · Est. 2006
- AUM
- $615M
- Per adviser
- $154M
- Advisers
- 4
No reported disclosures
Virage Capital Management LP
Houston, TX · Est. 2014
- AUM
- $588M
- Per adviser
- $98M
- Advisers
- 6
No reported disclosures
Kdk Private Wealth Management
Houston, TX · Est. 2021
- AUM
- $585M
- Per adviser
- $146M
- Advisers
- 4
No reported disclosures
Armadillo Litigation Funding LLC
Houston, TX · Est. 2020
- AUM
- $581M
- Per adviser
- $83M
- Advisers
- 7
No reported disclosures
Mosaic Advisors
Houston, TX · Est. 2015
- AUM
- $581M
- Per adviser
- $36M
- Advisers
- 16
No reported disclosures
Sanders Morris LLC
Houston, TX · Est. 2006
- AUM
- $576M
- Per adviser
- $44M
- Advisers
- 13
No reported disclosures
Rog Vi L.L.C.
Houston, TX · Est. 2018
- AUM
- $561M
- Per adviser
- $30M
- Advisers
- 19
No reported disclosures
Cibolo Energy Partners, LLC
Houston, TX · Est. 2018
- AUM
- $542M
- Per adviser
- $60M
- Advisers
- 9
No reported disclosures
Caz Investments Registered Adviser LLC
Houston, TX · Est. 2023
- AUM
- $541M
- Per adviser
- $8M
- Advisers
- 68
No reported disclosures
Juniper Capital Advisors, L.P.
Houston, TX · Est. 2015
- AUM
- $535M
- Per adviser
- $45M
- Advisers
- 12
No reported disclosures
Robertson Investment Management
Houston, TX · Est. 2021
- AUM
- $534M
- Per adviser
- $53M
- Advisers
- 10
No reported disclosures
New Capital Management, LP
Houston, TX · Est. 2004
- AUM
- $534M
- Per adviser
- $267M
- Advisers
- 2
No reported disclosures
Trinity Legacy Partners, LLC
Houston, TX · Est. 2017
- AUM
- $521M
- Per adviser
- $87M
- Advisers
- 6
No reported disclosures
Haven Wealth Group
Houston, TX · Est. 2008
- AUM
- $515M
- Per adviser
- $64M
- Advisers
- 8
No reported disclosures
Portfolio Advisory Council,L.L.C.
Houston, TX · Est. 1986
- AUM
- $495M
- Per adviser
- $82M
- Advisers
- 6
Quantum Capital Group
Houston, TX · Est. 2012
- AUM
- $491M
- Per adviser
- $8M
- Advisers
- 65
No reported disclosures
Joyce Wealth Management, LLC
Houston, TX · Est. 2023
- AUM
- $483M
- Per adviser
- $161M
- Advisers
- 3
No reported disclosures
Stellus Capital Income Pbdc, LLC
Houston, TX · Est. 2021
- AUM
- $473M
- Per adviser
- $24M
- Advisers
- 20
No reported disclosures
Henry Bragg & Co.
Houston, TX · Est. 2020
- AUM
- $469M
- Per adviser
- $234M
- Advisers
- 2
No reported disclosures
Brownlee Wealth Management
Houston, TX · Est. 2023
- AUM
- $465M
- Per adviser
- $93M
- Advisers
- 5
No reported disclosures
Cypress Asset Management INC
Houston, TX · Est. 1996
- AUM
- $456M
- Per adviser
- $152M
- Advisers
- 3
No reported disclosures
Horizon Wealth Advisors
Houston, TX · Est. 2003
- AUM
- $451M
- Per adviser
- $113M
- Advisers
- 4
No reported disclosures
Advocates Wealth Planning
Houston, TX · Est. 2006
- AUM
- $448M
- Per adviser
- $149M
- Advisers
- 3
No reported disclosures
Luminus Management, LLC
Houston, TX · Est. 2011
- AUM
- $443M
- Per adviser
- $221M
- Advisers
- 2
No reported disclosures
Branson Fowlkes & Co INC
Houston, TX · Est. 1993
- AUM
- $439M
- Per adviser
- $63M
- Advisers
- 7
No reported disclosures
Pacific Strategic Management, LP
Houston, TX · Est. 2003
- AUM
- $426M
- Per adviser
- $426M
- Advisers
- 1
No reported disclosures
Zarvona Energy LLC
Houston, TX · Est. 2017
- AUM
- $423M
- Per adviser
- $141M
- Advisers
- 3
No reported disclosures
Fruth Investment Management
Houston, TX · Est. 1992
- AUM
- $418M
- Per adviser
- $139M
- Advisers
- 3
No reported disclosures
Rog Ix, LLC
Houston, TX · Est. 2019
- AUM
- $401M
- Per adviser
- $33M
- Advisers
- 12
No reported disclosures
Ka Credit Advisors II, LLC
Houston, TX · Est. 2021
- AUM
- $395M
- Per adviser
- $11M
- Advisers
- 35
No reported disclosures
Post Oak Private Wealth Advisors
Houston, TX · Est. 2019
- AUM
- $391M
- Per adviser
- $56M
- Advisers
- 7
No reported disclosures
Wealth Benefit Advisors, LLC
Houston, TX · Est. 2022
- AUM
- $381M
- Per adviser
- $190M
- Advisers
- 2
No reported disclosures
Fortiter Wealth Management, LLC
Houston, TX · Est. 2014
- AUM
- $380M
- Per adviser
- $127M
- Advisers
- 3
No reported disclosures
Juniper Capital Investment Management, L.P.
Houston, TX · Est. 2021
- AUM
- $371M
- Per adviser
- $31M
- Advisers
- 12
No reported disclosures
Camden Wealth Advisors LLC
Houston, TX · Est. 2009
- AUM
- $366M
- Per adviser
- $73M
- Advisers
- 5
Homage Wealth Group LLC
Houston, TX · Est. 2026
- AUM
- $366M
- Per adviser
- $183M
- Advisers
- 2
No reported disclosures
Tsa Wealth Management
Houston, TX · Est. 2022
- AUM
- $359M
- Per adviser
- $120M
- Advisers
- 3
No reported disclosures
Heritage Wealth Management
Houston, TX · Est. 2016
- AUM
- $358M
- Per adviser
- $89M
- Advisers
- 4
No reported disclosures
Gbm Wealth Management, INC.
Houston, TX · Est. 2024
- AUM
- $346M
- Per adviser
- $43M
- Advisers
- 8
No reported disclosures
Rhp Wealth Management
Houston, TX · Est. 2019
- AUM
- $345M
- Per adviser
- $69M
- Advisers
- 5
No reported disclosures
Cap Six Advisors
Houston, TX · Est. 2025
- AUM
- $341M
- Per adviser
- $114M
- Advisers
- 3
No reported disclosures
The Menard Financial Group, LLC
Houston, TX · Est. 2018
- AUM
- $335M
- Per adviser
- $168M
- Advisers
- 2
No reported disclosures
Patron Partners, LLC
Houston, TX · Est. 2020
- AUM
- $326M
- Per adviser
- $163M
- Advisers
- 2
No reported disclosures
Crimson Management
Houston, TX · Est. 2004
- AUM
- $324M
- Per adviser
- $324M
- Advisers
- 1
No reported disclosures
Intrepid Investment Management, LLC
Houston, TX · Est. 2018
- AUM
- $323M
- Per adviser
- $54M
- Advisers
- 6
No reported disclosures
Carriage Services Investment Advisors, INC.
Houston, TX · Est. 2012
- AUM
- $308M
- Per adviser
- $154M
- Advisers
- 2
No reported disclosures
Penney Financial
Houston, TX · Est. 2021
- AUM
- $304M
- Per adviser
- $101M
- Advisers
- 3
No reported disclosures
Core Capital Management And Research INC.
Houston, TX · Est. 2011
- AUM
- $299M
- Per adviser
- $75M
- Advisers
- 4
No reported disclosures
Beacon Financial Advisors Ltd
Houston, TX · Est. 1993
- AUM
- $297M
- Per adviser
- $297M
- Advisers
- 1
No reported disclosures
Nuclo Wealth
Houston, TX · Est. 2024
- AUM
- $294M
- Per adviser
- $42M
- Advisers
- 7
No reported disclosures
Lehrer Financial & Economic Advisory Services
Houston, TX · Est. 1985
- AUM
- $286M
- Per adviser
- $286M
- Advisers
- 1
No reported disclosures
Dauntless Capital Partners LLC
Houston, TX · Est. 2022
- AUM
- $283M
- Per adviser
- $40M
- Advisers
- 7
No reported disclosures
Founders Capital Management INC
Houston, TX · Est. 1995
- AUM
- $282M
- Per adviser
- $141M
- Advisers
- 2
No reported disclosures
Prota Financial
Houston, TX · Est. 2022
- AUM
- $270M
- Per adviser
- $21M
- Advisers
- 13
No reported disclosures
The Salient Zarvona Energy Fund Gp, L.P.
Houston, TX · Est. 2015
- AUM
- $264M
- Per adviser
- $53M
- Advisers
- 5
No reported disclosures
Kwk Management LLC
Houston, TX · Est. 2005
- AUM
- $263M
- Per adviser
- $66M
- Advisers
- 4
No reported disclosures
Trippon Wealth Management Group LLC
Houston, TX · Est. 2024
- AUM
- $262M
- Per adviser
- $66M
- Advisers
- 4
No reported disclosures
Westpark Wealth Advisors, INC.
Houston, TX · Est. 2004
- AUM
- $254M
- Per adviser
- $10M
- Advisers
- 25
No reported disclosures
Jcp Investment Management, LLC
Houston, TX · Est. 2019
- AUM
- $252M
- Per adviser
- $42M
- Advisers
- 6
No reported disclosures
Guided Capital Wealth Management, LLC
Houston, TX · Est. 2024
- AUM
- $249M
- Per adviser
- $62M
- Advisers
- 4
No reported disclosures
Buckhorn Resources, LP
Houston, TX · Est. 2025
- AUM
- $249M
- Per adviser
- $41M
- Advisers
- 6
No reported disclosures
Focus Wealth Advisors, LLC
Houston, TX · Est. 2013
- AUM
- $248M
- Per adviser
- $248M
- Advisers
- 1
No reported disclosures
Mckinney Capital Management
Houston, TX · Est. 2025
- AUM
- $246M
- Per adviser
- $123M
- Advisers
- 2
No reported disclosures
Stegent Equity Advisors INC.
Houston, TX · Est. 2005
- AUM
- $244M
- Per adviser
- $81M
- Advisers
- 3
No reported disclosures
Outfitter Energy Management, LLC
Houston, TX · Est. 2016
- AUM
- $240M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
Rock Hill Capital
Houston, TX · Est. 2016
- AUM
- $239M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
A3 Capital Advisors
Houston, TX · Est. 2025
- AUM
- $237M
- Per adviser
- $237M
- Advisers
- 1
No reported disclosures
Calderwood Financial Strategies, INC.
Houston, TX · Est. 2021
- AUM
- $229M
- Per adviser
- $76M
- Advisers
- 3
No reported disclosures
Mcalister, Sweet & Associates, INC.
Houston, TX · Est. 2017
- AUM
- $224M
- Per adviser
- $75M
- Advisers
- 3
No reported disclosures
Emc Capital Management, LLC
Houston, TX · Est. 2022
- AUM
- $219M
- Per adviser
- $219M
- Advisers
- 1
No reported disclosures
Jackson Hill Advisors, LLC
Houston, TX · Est. 2022
- AUM
- $218M
- Per adviser
- $109M
- Advisers
- 2
No reported disclosures
Parker Financial Advisors LLC
Houston, TX · Est. 2019
- AUM
- $218M
- Per adviser
- $109M
- Advisers
- 2
Terraform Wealth, LLC
Houston, TX · Est. 2023
- AUM
- $208M
- Per adviser
- $104M
- Advisers
- 2
No reported disclosures
The Catalyst Group, INC.
Houston, TX · Est. 2025
- AUM
- $199M
- Per adviser
- $66M
- Advisers
- 3
No reported disclosures
Forthright Family Wealth Advisory LLC
Houston, TX · Est. 2019
- AUM
- $191M
- Per adviser
- $191M
- Advisers
- 1
No reported disclosures
Cove Wealth Management
Houston, TX · Est. 2023
- AUM
- $190M
- Per adviser
- $63M
- Advisers
- 3
No reported disclosures
Strategic Advisory Services, L.L.C.
Houston, TX · Est. 2018
- AUM
- $185M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Quantor Capital LLC
Houston, TX · Est. 2024
- AUM
- $176M
- Per adviser
- $59M
- Advisers
- 3
No reported disclosures
Viaquest Advisors LLC
Houston, TX · Est. 2024
- AUM
- $174M
- Per adviser
- $58M
- Advisers
- 3
No reported disclosures
Jaykay Wealth Advisors, INC.
Houston, TX · Est. 2018
- AUM
- $174M
- Per adviser
- $58M
- Advisers
- 3
No reported disclosures
Skybound Wealth USA
Houston, TX · Est. 2021
- AUM
- $166M
- Per adviser
- $28M
- Advisers
- 6
No reported disclosures
Red Swan Private Client
Houston, TX · Est. 2020
- AUM
- $165M
- Per adviser
- $83M
- Advisers
- 2
No reported disclosures
Perea Capital
Houston, TX · Est. 2026
- AUM
- $164M
- Per adviser
- $164M
- Advisers
- 1
No reported disclosures
Encore Global Management LP
Houston, TX · Est. 2025
- AUM
- $160M
- Per adviser
- $80M
- Advisers
- 2
No reported disclosures
Murray Investment Management, LLC
Houston, TX · Est. 2023
- AUM
- $159M
- Per adviser
- $159M
- Advisers
- 1
No reported disclosures
Sallyport
Houston, TX · Est. 2023
- AUM
- $157M
- Per adviser
- $31M
- Advisers
- 5
No reported disclosures
Live Oak Wealth Advisory Group, LLC
Houston, TX · Est. 2021
- AUM
- $155M
- Per adviser
- $52M
- Advisers
- 3
No reported disclosures
Tectonic Capital Advisors, LLC
Houston, TX · Est. 2025
- AUM
- $154M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
Stavis Wealth Transfer Solutions
Houston, TX · Est. 2023
- AUM
- $148M
- Per adviser
- $49M
- Advisers
- 3
No reported disclosures
Csl Capital Management, L.P.
Houston, TX · Est. 2012
- AUM
- $145M
- Per adviser
- $36M
- Advisers
- 4
No reported disclosures
Shelter Wealth Strategies, LLC
Houston, TX · Est. 2026
- AUM
- $144M
- Per adviser
- $18M
- Advisers
- 8
No reported disclosures
Flagship Investment Management LLC
Houston, TX · Est. 2024
- AUM
- $140M
- Per adviser
- $28M
- Advisers
- 5
No reported disclosures
Alteris Capital Partners, LLC
Houston, TX · Est. 2025
- AUM
- $140M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures
Allegro Mineral Partners LLC
Houston, TX · Est. 2026
- AUM
- $135M
- Per adviser
- $23M
- Advisers
- 6
No reported disclosures
Kanos Capital Management, LLC
Houston, TX · Est. 2026
- AUM
- $133M
- Per adviser
- $133M
- Advisers
- 1
No reported disclosures
Blackgold Capital Management LP
Houston, TX · Est. 2006
- AUM
- $133M
- Per adviser
- $33M
- Advisers
- 4
No reported disclosures
Usca Asset Management LLC
Houston, TX · Est. 2005
- AUM
- $132M
- Per adviser
- $26M
- Advisers
- 5
No reported disclosures
Integrity Road Wealth Partners LLC
Houston, TX · Est. 2026
- AUM
- $126M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
Emergent Capital Advisors, LLC
Houston, TX · Est. 2012
- AUM
- $124M
- Per adviser
- $31M
- Advisers
- 4
No reported disclosures
Third Gear Capital Management LP
Houston, TX · Est. 2025
- AUM
- $116M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Finamex Asset Management, LLC
Houston, TX · Est. 2025
- AUM
- $114M
- Per adviser
- $28M
- Advisers
- 4
No reported disclosures
Catalyst Wealth Management LLC
Houston, TX · Est. 2024
- AUM
- $105M
- Per adviser
- $4M
- Advisers
- 25
No reported disclosures
Caz Gp Stakes Adviser LLC
Houston, TX · Est. 2025
- AUM
- $99M
- Per adviser
- $1M
- Advisers
- 68
No reported disclosures
Burke Wealth Management, LLC
Houston, TX · Est. 2026
- AUM
- $95M
- Per adviser
- $32M
- Advisers
- 3
No reported disclosures
Days Global Advisors
Houston, TX · Est. 2023
- AUM
- $40M
- Per adviser
- $40M
- Advisers
- 1
No reported disclosures
Sanjac Alpha LP
Houston, TX · Est. 2024
- AUM
- $5M
- Per adviser
- $3M
- Advisers
- 2
No reported disclosures
Save Advisers LLC
Houston, TX · Est. 2020
- AUM
- $4M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Branson Fowlkes Russell INC
Houston, TX · Est. 1991
- AUM
- $2M
- Per adviser
- $269,846.5
- Advisers
- 6
No reported disclosures
Simplevisor
Houston, TX · Est. 2024
- AUM
- $928,433
- Per adviser
- $464,216.5
- Advisers
- 2
No reported disclosures
Binvesting
Houston, TX · Est. 2025
- AUM
- $52,430
- Per adviser
- $13,107.5
- Advisers
- 4
No reported disclosures
Higginbotham Retirement Advisors, INC.
Houston, TX · Est. 2004
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Riverrock Asset Management LLC
Houston, TX · Est. 2023
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Inscription Family Office, LLC
Houston, TX · Est. 2019
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Abundo Wealth
Houston, TX · Est. 2021
- AUM
- —
- Per adviser
- —
- Advisers
- 12
No reported disclosures
Koin Capital INC
Houston, TX · Est. 2021
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Ssc
Houston, TX · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Awaken Wealth Partners LLC
Houston, TX · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Skylar Capital Management LP
Houston, TX · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Upp Management, LP
Houston, TX · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 9
No reported disclosures