Top financial advisors in Katy, TX
We’ve curated a list of the best financial advisors in Katy, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$126,274,735
Number of advisors
3 advisors
| $126,274,735 | 3 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.
Methodology
To generate our top financial advisors list in Katy, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Katy. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Equilibria Wealth Management, LLC
Equilibria Wealth Management LLC is a registered investment advisory firm based in Katy, TX, established in February 2010. The firm offers asset management services through model portfolios like the Growth and Income Portfolio (GANDI) and Retirement and Savings Portfolio (RASP), as well as financial planning and consulting services. Clients have the option to impose restrictions on investments based on personal values. Equilibria Wealth Management does not participate in wrap fee programs and managed $124,316,915 in assets as of December 31, 2024. Fees for asset management services range from 0.50% to 2.8%, while financial planning fees are negotiable. The firm operates on a discretionary basis, allowing for trading authorization over client accounts. Equilibria Wealth Management does not vote on client securities proxies and does not have custody of client funds. The firm conducts periodic reviews of client accounts and has not been subject to disciplinary events. Clients can terminate the investment advisory agreement with a 30-day notice. The firm's investment strategies include fundamental analysis, technical analysis, and Modern Portfolio Theory, with associated risks outlined for clients' awareness.
$126,274,735 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
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.
Methodology
To generate our top financial advisors list in Katy, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Katy. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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