City
Wealth management firms in The Woodlands, Texas
As of October 2, 2026, 49 wealth management firms, including broker-dealer firms, with their main office in The Woodlands, Texas reported $13.0 billion in regulatory assets under management; the largest by assets was Summa Corp., with $1.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 49
- Regulatory assets under management
- $13.0 billion
- Average per firm
- $265.5 million
- SEC-registered, of those listed
- 21 of 49 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Summa Corp. | SEC | $1.6 billion | 88 |
| 2 | Rhame & Gorrell Wealth Management | SEC | $1.3 billion | 2,822 |
| 3 | Avion Wealth | SEC | $984.6 million | 1,702 |
| 4 | Erguz, LLC | SEC | $889.0 million | 159 |
| 5 | Waterway Wealth Management, L.L.C. | SEC | $675.8 million | 1,073 |
| 6 | Bellatore Financial, Inc. | SEC | $638.7 million | 1,731 |
| 7 | CHJ Wealth Management | SEC | $600.2 million | 696 |
| 8 | Outlook Wealth Advisors, LLC | SEC | $593.7 million | 2,461 |
| 9 | Ias Wealth Management, Inc. | SEC | $588.6 million | 235 |
| 10 | Endeavor Advisors, LLC | SEC | $559.5 million | 447 |
| 11 | The Sum | SEC | $551.4 million | 949 |
| 12 | Peirce Capital Management, LLC | SEC | $534.1 million | 1,023 |
| 13 | HFG Wealth Management, LLC | SEC | $505.6 million | 1,492 |
| 14 | Threadgill Financial, LLC | SEC | $399.4 million | 901 |
| 15 | AWM Financial Services Inc. | SEC | $320.6 million | 2,700 |
| 16 | Legacy Capital | SEC | $273.4 million | 1,055 |
| 17 | Position Wealth | SEC | $242.1 million | 215 |
| 18 | Cooksen Wealth, LLC | SEC | $206.2 million | 331 |
| 19 | Diamond Client Group, LLC | SEC | $185.8 million | 714 |
| 20 | White Wing Wealth Management, LLC | SEC | $182.8 million | 500 |
| 21 | Bison Investment Advisors, LLC | SEC | $157.5 million | 304 |
| 22 | Mellig Group, LLC | State | $109.9 million | 166 |
| 23 | Financial Planning Services | State | $106.0 million | 44 |
| 24 | Koinonia Financial | State | $101.5 million | 525 |
| 25 | John-Luke Financial, LLC | State | $89.6 million | 567 |
| 26 | Financial Cornerstones, LLC | State | $81.0 million | 167 |
| 27 | Crosswell Family Wealth Advisors | State | $80.6 million | 78 |
| 28 | Rosman Asset Management, LLC | State | $78.0 million | 170 |
| 29 | Lloyds Intrepid Wealth Management | State | $61.3 million | 134 |
| 30 | Wealth Solutions, Inc. | State | $53.7 million | 996 |
| 31 | Wiseowl Capital, LLC | State | $41.3 million | 82 |
| 32 | Core Capital Management, LLC | State | $41.1 million | 88 |
| 33 | Assurance Wealth Management | State | $37.4 million | 158 |
| 34 | Legacy Financial Designs | State | $31.0 million | 225 |
| 35 | Hodos Wealth Group, LLC | State | $28.4 million | 79 |
| 36 | Bright Vision Wealth | State | $26.7 million | 25 |
| 37 | 72CAPITAL, LLC | State | $11.6 million | 2 |
| 38 | First Move Financial, LLC | State | $11.2 million | 101 |
| 39 | Anchored Wealth | State | $9.8 million | 53 |
| 40 | SF Planning Group LLC | State | $4.8 million | 14 |
| 41 | Catalano Financial | State | $2.9 million | 16 |
| 42 | DBG Capital Advisors, LLC | State | $1.9 million | 6 |
| 43 | Jaston Capital, LLC | State | $1.3 million | 9 |
| 44 | Titania Investments LLC | State | $1.2 million | 1 |
| 45 | Avanzza Investments LLC | State | $0 | 0 |
| 46 | Novodyn Advisors LLC | State | $0 | 0 |
| 47 | Portfolio Dynamix | State | $0 | 0 |
| 48 | Radar Financial Investments Corporation | State | $0 | 0 |
| 49 | Tiverton Wealth | 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.