Top Financial Advisors in Houston, Texas
Finding the right financial advisor in Houston is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Houston, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Houston, TX.
Find the Best Financial Advisor Firms in Houston:
KAYNE ANDERSON CAPITAL ADVISORS LP
CRD#: 104536
Address: 811 Main Street 14th Floor, Houston, TX 77002
AUM: $ 29.9B
VALIC FINANCIAL ADVISORS, INC.
CRD#: 42803
Address: 2919 Allen Parkway L3-20, Houston, TX 77019
Clients: 303,657
In Business for: 29 Years
Average Clients per Advisor: 218
AUM: $ 23.2B
Disclosures: 20
AVALON INVESTMENT & ADVISORY
CRD#: 112556
Address: 2929 Allen Parkway Suite 3000, Houston, TX 77019-7124
Clients: 327
Average Clients per Advisor: 10
AUM: $ 7.3B
U.S. CAPITAL WEALTH ADVISORS, LLC
CRD#: 288199
Address: 4444 Westheimer Rd. Suite G500, Houston, TX 77027
Clients: 2,853
Average Clients per Advisor: 42
AUM: $ 6.5B
LINSCOMB & WILLIAMS
CRD#: 106779
Address: 1400 Post Oak Blvd Suite 1000, Houston, TX 77056
Clients: 840
Average Clients per Advisor: 30
AUM: $ 4.3B
AMERICANA PARTNERS, LLC
CRD#: 301354
Address: 811 Louisiana Street Suite 2420, Houston, TX 77002
Clients: 368
Average Clients per Advisor: 15
AUM: $ 3.8B
How We Chose the Top Financial Advisors in Houston, Texas
To create this list of top financial advisor firms in Houston, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Houston has to offer.
Search Financial Advisors in Houston, Texas
Robert Joseph Bozka
Registered Affiliation(s):EDWARD JONES
Matthew Howard Prucha
Registered Affiliation(s):EDWARD JONES
Brian Scott Bowman
Registered Affiliation(s):EDWARD JONES
Lorraine Allemand
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Frederick Albert De Groot
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jennifer Joyce Chachere
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Stephen Christopher Burchett
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Patricia Sarabia Wenzel
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph Richard Birkofer
Registered Affiliation(s):LEGACY ASSET MANAGEMENT, INC.
Daniel Ryan Goott
Registered Affiliation(s):CERITY PARTNERS LLC
Tod Bane Potter
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Gil A Baumgarten
Registered Affiliation(s):SEGMENT WEALTH MANAGEMENT, LLC
Samuel Oliver Penni
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Lee Sandberg
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Charles Joseph Johansen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jason Eric Stepanik
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Michael Jerding
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Micheal A Fisher
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Allen Moss
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven C Judy
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jimmy Lynn Funchess
Registered Affiliation(s):EDWARD JONES
Joni Menard Abalos
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sanjay Kumar Pathak
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
J Michael Fox
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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