City
Independent RIAs in Kingwood, Texas
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Kingwood, Texas reported $815.6 million in regulatory assets under management; the largest by assets was Roth Financial Partners LLC, with $460.1 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $815.6 million
- Average per firm
- $90.6 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Roth Financial Partners LLC | SEC | $460.1 million | 708 |
| 2 | Kingwood Investment Group | SEC | $126.5 million | 439 |
| 3 | MTR Financial Services, LLC | SEC | $119.9 million | 340 |
| 4 | Lifeplan Financial Services, LP | State | $96.1 million | 266 |
| 5 | Stephanie E. Doyle Investment Management | State | $7.0 million | 42 |
| 6 | Whitfill Investment Management, LLC | State | $4.9 million | 27 |
| 7 | Silverstone Private Wealth | State | $1.0 million | 12 |
| 8 | LCM Financial | State | $0 | 0 |
| 9 | US 1st Wealth Management | 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.