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Wealth management firms in Missouri City, Texas

As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Missouri City, Texas reported $253.2 million in regulatory assets under management; the largest by assets was Fogarty Wealth Management, Inc., with $135.3 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms
8
Regulatory assets under management
$253.2 million
Average per firm
$31.7 million
SEC-registered, of those listed
1 of 8 (12.5%)

Firms by assets

Wealth management firms in Missouri City, Texas, largest first
#FirmRegistrationRAUMAccounts
1 Fogarty Wealth Management, Inc. SEC $135.3 million 339
2 Benzer Capital State $102.5 million 449
3 Increase Consultants LLC State $14.0 million 225
4 Folse Financial State $1.4 million 21
5 Campbell Wealth Partners, LLC State $0 0
6 Icon Imperial State $0 0
7 Overflow Financial State $0 0
8 Potentia Wealth Advisors LLC 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.