City
Wealth management firms in Katy, Texas
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Katy, Texas reported $763.7 million in regulatory assets under management; the largest by assets was Trisperity Advisors, LLC, with $335.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $763.7 million
- Average per firm
- $50.9 million
- SEC-registered, of those listed
- 3 of 15 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Trisperity Advisors, LLC | SEC | $335.2 million | 825 |
| 2 | Equilibria Wealth Management, LLC | SEC | $130.4 million | 205 |
| 3 | Encompass Advisory Services, LLC | SEC | $121.3 million | 1,007 |
| 4 | Drumond Wealth Management | State | $61.5 million | 323 |
| 5 | Apex Wealth Management, LLC | State | $29.2 million | 116 |
| 6 | Lakes Wealth Advisory, LLC | State | $27.0 million | 20 |
| 7 | Cris Capital, Ltd. | State | $18.5 million | 116 |
| 8 | Flexhedz Group LLC | State | $17.6 million | 113 |
| 9 | Meridian Investment Management, Inc. | State | $10.4 million | 18 |
| 10 | Marin Financial Group | State | $4.8 million | 7 |
| 11 | Sunlight Investments | State | $3.0 million | 8 |
| 12 | Coastal Wealth Management, LP | State | $2.1 million | 22 |
| 13 | Open Wealth Management LLC | State | $1.4 million | 11 |
| 14 | Dark Horse LLC | State | $1.3 million | 9 |
| 15 | Wisdom Oak Fund Management LLC | State | $88,466 | 5 |
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.