City
Wealth management firms in Kingwood, Texas
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Kingwood, Texas reported $1.0 billion in regulatory assets under management; the largest by assets was Roth Financial Partners LLC, with $460.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $1.0 billion
- Average per firm
- $104.2 million
- SEC-registered, of those listed
- 4 of 10 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Roth Financial Partners LLC | SEC | $460.1 million | 708 |
| 2 | D.H. Hill 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 | $226.4 million | 938 |
| 3 | Kingwood Investment Group | SEC | $126.5 million | 439 |
| 4 | MTR Financial Services, LLC | SEC | $119.9 million | 340 |
| 5 | Lifeplan Financial Services, LP | State | $96.1 million | 266 |
| 6 | Stephanie E. Doyle Investment Management | State | $7.0 million | 42 |
| 7 | Whitfill Investment Management, LLC | State | $4.9 million | 27 |
| 8 | Silverstone Private Wealth | State | $1.0 million | 12 |
| 9 | LCM Financial | State | $0 | 0 |
| 10 | US 1st Wealth Management | State | $0 | 0 |
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.