Financial advisers in Katy, TX
4 registered investment adviser firms in Katy managing $597M in assets, based on public SEC Form ADV filings.
Trisperity Advisors, LLC
Katy, TX · Est. 2018
Local
- AUM
- $335M
- Per adviser
- $168M
- Advisers
- 2
No reported disclosures
Equilibria Wealth Management, LLC
Katy, TX · Est. 2020
Local
- AUM
- $130M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Encompass Advisory Services, LLC
Katy, TX · Est. 2025
Local
- AUM
- $121M
- Per adviser
- $17M
- Advisers
- 7
Everkey Financial LLC
Katy, TX · Est. 2026
Local
- AUM
- $11M
- Per adviser
- $11M
- Advisers
- 1
No reported disclosures