City
Independent RIAs in Bellaire, Texas
As of October 2, 2026, 8 independent wealth management RIAs with their main office in Bellaire, Texas reported $904.6 million in regulatory assets under management; the largest by assets was Ceera Investments, LLC, with $303.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 8
- Regulatory assets under management
- $904.6 million
- Average per firm
- $113.1 million
- SEC-registered, of those listed
- 5 of 8 (62.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ceera Investments, LLC | SEC | $303.7 million | 458 |
| 2 | Ridgeback Capital Management | SEC | $171.5 million | 114 |
| 3 | Rexford Capital | SEC | $150.9 million | 238 |
| 4 | Pivot Point Advisors, LLC | SEC | $141.7 million | 305 |
| 5 | Leder Fiduciary Capital LLC | SEC | $120.6 million | 143 |
| 6 | Bellaire Capital Management, LLC | State | $16.2 million | 45 |
| 7 | Mercer Street Personal Financial Services | State | $0 | 0 |
| 8 | WB Advisors Texas LLC | State | $0 | 0 |
Independent RIAs in Texas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.