City
Wealth management firms in Houston, Texas
As of October 2, 2026, 268 wealth management firms, including broker-dealer firms, with their main office in Houston, Texas reported $139.5 billion in regulatory assets under management; the largest by assets was Valic Financial Advisors, Inc., with $29.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 268
- Regulatory assets under management
- $139.5 billion
- Average per firm
- $520.5 million
- SEC-registered, of those listed
- 100 of 100 (100.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Valic Financial Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $29.2 billion | 293,026 |
| 2 | Sarofim Trust Co | SEC | $13.0 billion | 96 |
| 3 | Americana Partners, LLC | SEC | $9.1 billion | 6,991 |
| 4 | Linscomb Wealth, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $5.2 billion | 4,783 |
| 5 | Avidian Wealth Solutions | SEC | $4.8 billion | 7,256 |
| 6 | Chilton Capital Management LLC | SEC | $3.2 billion | 2,166 |
| 7 | Paul Comstock Partners | SEC | $2.8 billion | 120 |
| 8 | Sunbelt Securities Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.6 billion | 6,241 |
| 9 | Icon Wealth Partners | SEC | $2.6 billion | 4,150 |
| 10 | Adell Harriman & Carpenter | SEC | $2.1 billion | 2,825 |
| 11 | Segment Wealth Management, LLC | SEC | $2.1 billion | 1,214 |
| 12 | Inscription Capital, LLC | SEC | $2.0 billion | 1,504 |
| 13 | Corda Investment Management, LLC | SEC | $2.0 billion | 3,099 |
| 14 | Willis Johnson Wealth | SEC | $1.9 billion | 2,742 |
| 15 | RIA Advisors | SEC | $1.8 billion | 3,969 |
| 16 | Financial Synergies | SEC | $1.8 billion | 928 |
| 17 | Intrua Financial Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.7 billion | 7,272 |
| 18 | Tanglewood Total Wealth Management, Inc. | SEC | $1.6 billion | 1,296 |
| 19 | Alterna Wealth Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.4 billion | 1,316 |
| 20 | Symphony Financial, Ltd. Co. | SEC | $1.4 billion | 4,178 |
| 21 | Callahan Advisors, LLC | SEC | $1.3 billion | 1,357 |
| 22 | Childress Capital Advisors, LLC | SEC | $1.2 billion | 146 |
| 23 | Autumn Lane Advisors, LLC | SEC | $1.2 billion | 926 |
| 24 | Arkos Global Advisors, LLC | SEC | $1.2 billion | 444 |
| 25 | Oak Harvest Investment Services | SEC | $1.1 billion | 2,927 |
| 26 | The Clarus Group | SEC | $1.1 billion | 1,786 |
| 27 | Sequent Asset Management, LLC | SEC | $1.1 billion | 335 |
| 28 | MBR Financial | SEC | $956.4 million | 1,516 |
| 29 | Ascension Capital Advisors, Inc. | SEC | $938.5 million | 670 |
| 30 | Goodman Financial Corporation | SEC | $915.9 million | 913 |
| 31 | Franklin, Parlapiano, Turner & Welch LLC | SEC | $811.5 million | 105 |
| 32 | Tanglewood Legacy Advisors, LLC | SEC | $809.0 million | 563 |
| 33 | Clear Trail Advisors, LLC | SEC | $803.1 million | 2,064 |
| 34 | Pin Oak Investment Advisors Inc | SEC | $784.8 million | 322 |
| 35 | Hourglass Capital, LLC | SEC | $768.9 million | 245 |
| 36 | Doliver Advisors, L.P. | SEC | $718.4 million | 237 |
| 37 | Manske Wealth Management, LLC | SEC | $707.3 million | 502 |
| 38 | E & G Advisors, LLC Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported. | SEC | $706.9 million | 826 |
| 39 | Precedent Wealth Partners, LLC | SEC | $685.0 million | 790 |
| 40 | Saxon Financial Group | SEC | $679.1 million | 1,859 |
| 41 | Brasada Capital Management, LP | SEC | $679.1 million | 912 |
| 42 | The Goff Financial Group | SEC | $674.4 million | 646 |
| 43 | Banorte Asset Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $661.2 million | 869 |
| 44 | Monex Asset Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $650.9 million | 600 |
| 45 | Granite Harbor Advisors, Inc. | SEC | $642.1 million | 1,068 |
| 46 | Scott & Selber, Inc. Capital Management | SEC | $637.9 million | 300 |
| 47 | Sovereign Wealth Advisors LLC | SEC | $625.1 million | 1,892 |
| 48 | Fca Corp | SEC | $623.1 million | 563 |
| 49 | Freedom Day Solutions, LLC | SEC | $615.3 million | 1,324 |
| 50 | KDK Private Wealth Management | SEC | $584.6 million | 244 |
| 51 | Mosaic Advisors | SEC | $580.5 million | 275 |
| 52 | Sanders Morris LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $576.1 million | 359 |
| 53 | Robertson Investment Management | SEC | $534.1 million | 1,143 |
| 54 | New Capital Management, LP | SEC | $533.5 million | 777 |
| 55 | Trinity Legacy Partners, LLC | SEC | $521.2 million | 904 |
| 56 | Haven Wealth Group | SEC | $514.8 million | 819 |
| 57 | Portfolio Advisory Council,l.L.C. | SEC | $494.9 million | 971 |
| 58 | Joyce Wealth Management, LLC | SEC | $483.1 million | 949 |
| 59 | Henry Bragg & Co. | SEC | $468.7 million | 603 |
| 60 | Brownlee Wealth Management | SEC | $465.3 million | 358 |
| 61 | Cypress Asset Management Inc | SEC | $455.8 million | 87 |
| 62 | Horizon Wealth Advisors | SEC | $451.4 million | 869 |
| 63 | Advocates Wealth Planning | SEC | $448.1 million | 1,101 |
| 64 | Branson Fowlkes & Co Inc | SEC | $439.4 million | 1,126 |
| 65 | Fruth Investment Management | SEC | $417.8 million | 403 |
| 66 | Post Oak Private Wealth Advisors | SEC | $390.9 million | 782 |
| 67 | Wealth Benefit Advisors, LLC | SEC | $380.9 million | 487 |
| 68 | Fortiter Wealth Management, LLC | SEC | $379.9 million | 285 |
| 69 | Camden Wealth Advisors LLC | SEC | $366.3 million | 524 |
| 70 | Homage Wealth Group LLC | SEC | $366.2 million | 7 |
| 71 | Tsa Wealth Management | SEC | $358.8 million | 666 |
| 72 | Heritage Wealth Management | SEC | $357.8 million | 803 |
| 73 | GBM Wealth Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $346.4 million | 546 |
| 74 | RHP Wealth Management | SEC | $344.8 million | 643 |
| 75 | The Menard Financial Group, LLC | SEC | $335.3 million | 354 |
| 76 | Patron Partners, LLC | SEC | $325.7 million | 621 |
| 77 | Crimson Management | SEC | $324.5 million | 55 |
| 78 | Heritage Asset Advisors Ltd., LLP | SEC | $306.6 million | 759 |
| 79 | Penney Financial | SEC | $303.5 million | 465 |
| 80 | Beacon Financial Advisors Ltd | SEC | $296.9 million | 492 |
| 81 | Founders Capital Management Inc | SEC | $281.8 million | 130 |
| 82 | Prota Financial | SEC | $270.4 million | 1,808 |
| 83 | Westpark Wealth Advisors, Inc. | SEC | $254.3 million | 773 |
| 84 | JCP Investment Management, LLC | SEC | $252.3 million | 31 |
| 85 | Guided Capital Wealth Management, LLC | SEC | $249.2 million | 592 |
| 86 | Focus Wealth Advisors, LLC | SEC | $247.6 million | 384 |
| 87 | McKinney Capital Management | SEC | $246.1 million | 912 |
| 88 | Stegent Equity Advisors Inc. | SEC | $243.7 million | 377 |
| 89 | Awaken Wealth Partners LLC | SEC | $237.3 million | 802 |
| 90 | A3 Capital Advisors | SEC | $236.8 million | 63 |
| 91 | McAlister, Sweet & Associates, Inc. | SEC | $224.2 million | 368 |
| 92 | Emc Capital Management, LLC | SEC | $218.9 million | 18 |
| 93 | Parker Financial Advisors LLC | SEC | $217.6 million | 359 |
| 94 | Terraform Wealth, LLC | SEC | $207.5 million | 85 |
| 95 | Forthright Family Wealth Advisory LLC | SEC | $191.2 million | 221 |
| 96 | Cove Wealth Management | SEC | $190.1 million | 309 |
| 97 | Strategic Advisory Services, L.L.C. | SEC | $184.9 million | 412 |
| 98 | Viaquest Advisors LLC | SEC | $174.4 million | 559 |
| 99 | Jaykay Wealth Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $173.8 million | 354 |
| 100 | Skybound Wealth USA | SEC | $166.5 million | 339 |
Showing the 100 largest of 268 firms. Search by name to find another.
Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.
Wealth management firms 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.