City
Wealth management firms in Montgomery, Texas
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Montgomery, Texas reported $260.9 million in regulatory assets under management; the largest by assets was Paladino Wealth, with $144.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $260.9 million
- Average per firm
- $52.2 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Paladino Wealth | SEC | $144.1 million | 160 |
| 2 | Savoy Investment Management, Inc. | State | $78.7 million | 92 |
| 3 | Timothy Craig Steenwyk | State | $32.0 million | 46 |
| 4 | Bartee Capital Management, LLC | State | $3.1 million | 22 |
| 5 | The Jacobs Financial Group | State | $2.9 million | 18 |
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.