Top 10 financial advisors in Houston, TX
We've curated a list of the best financial advisors in Houston, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $29,871,782,000 Number of advisors 300 advisors | |||
| 2 | Assets under management $28,705,122,113 Number of advisors 51 advisors | |||
| 3 | Assets under management $6,724,227,744 Number of advisors 25 advisors | |||
| 4 | Assets under management $4,255,388,986 Number of advisors 48 advisors | |||
| 5 | Assets under management $2,998,501,582 Number of advisors 17 advisors | |||
| 6 | Assets under management $2,905,609,375 Number of advisors 587 advisors | |||
| 7 | Assets under management $2,120,514,096 Number of advisors 42 advisors | |||
| 8 | Assets under management $2,093,792,845 Number of advisors 44 advisors | |||
| 9 | Assets under management $1,828,026,293 Number of advisors 26 advisors | |||
| 10 | Assets under management $1,754,768,460 Number of advisors 19 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Houston, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Kayne Anderson Capital Advisors Lp
Kayne Anderson Capital Advisors Lp is a financial advisory firm based in Houston, Texas. It currently has approximately $29,871,782,000 of assets under management and employs about 300 people. Kayne Anderson Capital Advisors Lp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$29,871,782,000 under management
300 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Fayez Sarofim & Co.
Fayez Sarofim & Co. is a financial advisory firm based in Houston, Texas. It currently has approximately $28,705,122,113 of assets under management and employs about 51 people. Fayez Sarofim & Co. uses a fee structure of and a percentage of assets under your management.
$28,705,122,113 under management
51 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Sarofim International Management Co
Sarofim International Management Company, established in November 1993, is a registered investment adviser under the Investment Advisers Act of 1940. The firm, a subsidiary of Fayez Sarofim & Co., specializes in investment counseling and is regulated by the Securities and Exchange Commission. The firm's investment strategies focus on large capitalization equity products, global equity products, international equity products, concentrated equity products, equity income products, core fixed income products, municipal bond portfolios, and balanced portfolios. The firm manages client assets on a discretionary basis, with full authority to make investment decisions without client consent. Sarofim International Management Company has client assets under management of approximately $1.0 billion as of December
$6,724,227,744 under management
25 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Linscomb & Williams
Linscomb Wealth, Inc. is a registered investment adviser with over 50 years of experience providing comprehensive wealth planning and investment advisory services. Established in 1971 and headquartered in Houston, Texas, the firm manages portfolios for high-net worth individuals, families, trusts, and charitable accounts, primarily focusing on equity and fixed income securities. As of December 31, 2024, the firm had regulatory assets under management of approximately $4.6 billion. Linscomb Wealth offers personalized wealth planning services, including gift & estate planning, retirement planning, and risk management. The firm operates as a wholly owned subsidiary of Cadence Bank and provides fee-only investment management services based on a client's specific financial goals. Clients have the option to grant discretionary authority to the firm for managing their portfolios, allowing LW to make investment decisions without prior client approval. The fee structure for discretionary portfolio management accounts is based on a tiered annual fee schedule ranging from 1.00% to 0.4% based on the total assets under management. Additionally, the firm offers family office services for clients with generational wealth and complex financial situations. LW does not accept performance-based fees and acts as a fiduciary, prioritizing clients' best interests in all recommendations and decisions. Clients receive periodic account statements from the qualified custodian, typically Schwab or Fidelity, detailing all activity and balances in their accounts.
$4,255,388,986 under management
48 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
Quotient Wealth Partners, LLC
Quotient Wealth Partners, LLC (QWP) is a registered investment adviser based in Houston, TX, established in June 2023. The firm offers financial planning, consulting, and investment management services. QWP is owned by Brandon Ross, Jonathan Blumenthal, and Timothy Harder. As of December 6, 2023, the firm had $3,000,566,582 in assets under management, with discretionary management accounting for the majority. Clients have the discretion to engage QWP for additional services, and the firm recommends engaging its Supervised Persons for related services. QWP primarily allocates client assets among various investments, including ETFs, individual securities, mutual funds, and options, tailored to meet individual client needs and objectives. The firm may use third-party services like Dynasty Financial Partners for operational support and access to investment programs. QWP charges fixed fees for financial planning and consulting services, and annual fees based on assets under management for wealth management services. The firm may negotiate fees based on various criteria and provides detailed information on additional fees and expenses incurred by clients. QWP does not engage in performance-based fees, and clients have the option to direct brokerage transactions. The firm has a Code of Ethics in place to ensure ethical conduct and compliance with securities laws. Clients receive regular account reviews and statements from custodians. QWP does not provide compensation for client referrals and does not have custody of client funds except for limited purposes outlined in standing letters of authorization. The firm exercises investment discretion on behalf of clients and does not vote client securities. Financial information disclosures are not required as per regulatory guidelines. For more details, clients can contact QWP directly.
$2,998,501,582 under management
17 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Next Financial Group, Inc.
Next Financial Group, Inc. is a financial advisory firm based in Houston, Texas. It currently has approximately $2,905,609,375 of assets under management and employs about 587 people. Next Financial Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and seminar/workshop attendance fees.
$2,905,609,375 under management
587 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEMINAR/WORKSHOP ATTENDANCE FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Americana Partners, LLC
Americana Partners, LLC is a financial advisory firm based in Houston, Texas. It currently has approximately $2,120,514,096 of assets under management and employs about 42 people. Americana Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$2,120,514,096 under management
42 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Salient Capital Advisors, LLC
Salient Capital Advisors, LLC is a financial advisory firm based in Houston, Texas. It currently has approximately $2,093,792,845 of assets under management and employs about 44 people. Salient Capital Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$2,093,792,845 under management
44 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Chilton Capital Management LLC
Chilton Capital Management LLC is a financial advisory firm based in Houston, Texas. It currently has approximately $1,828,026,293 of assets under management and employs about 26 people. Chilton Capital Management LLC uses a fee structure of and a percentage of assets under your management.
$1,828,026,293 under management
26 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Icon Wealth Partners
Icon Wealth Advisors, LLC is a registered investment advisor established in 2016 and is a subsidiary of Focus Financial Partners, LLC. The firm offers wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations. Icon acts as a fiduciary to its clients, providing customized investment advisory solutions through continuous personal client contact and discretionary investment management. The firm primarily uses fundamental and technical analysis for investment strategies, focusing on long-term investment approaches. Icon may recommend the use of independent managers for client portfolios and offers internal fixed income strategies. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have discretion over the selection of the custodian for custody and execution services. Icon does not accept or maintain custody of client accounts, except for authorized deductions of fees and standing letters of authorization. The firm does not engage in proxy voting responsibility for clients. There have been no adverse financial situations affecting Icon's ability to meet obligations to clients. For more information, clients can contact Icon at (713) 904-5020 or visit their website at http://iconwp.com.
$1,754,768,460 under management
19 advisors
Fee structure
A percentage of assets under your management
REVENUE SHARING WITH AFFILIATE, FOCUS TREASURY&CREDIT SOLUTIONS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Credit And Cash Management Solutions
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Houston, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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