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:
VALIC FINANCIAL ADVISORS, INC.
CRD#: 42803
Address: 2919 Allen Parkway L3-20, Houston, TX 77019
Clients: 291,076
In Business for: 29 Years
Average Clients per Advisor: 227
AUM: $ 29.2B
Disclosures: 20
AMERICANA PARTNERS, LLC
CRD#: 301354
Address: 811 Louisiana Street Suite 2420, Houston, TX 77002
Clients: 800
Average Clients per Advisor: 23
AUM: $ 9.1B
LINSCOMB WEALTH, INC.
CRD#: 106779
Address: 1333 West Loop South Suite 1500, Houston, TX 77027
Clients: 582
Average Clients per Advisor: 23
AUM: $ 5.2B
AVIDIAN WEALTH SOLUTIONS
CRD#: 127186
Address: 800 Town & Country Blvd Ste 220, Houston, TX 77024
Clients: 786
Average Clients per Advisor: 21
AUM: $ 4.8B
GFS ADVISORS LLC
CRD#: 143110
Address: 1330 Post Oak Blvd., Suite 2100, Houston, TX 77056
Clients: 48
Average Clients per Advisor: 5
AUM: $ 3.8B
TRB WEALTH MANAGEMENT, LLC
CRD#: 309370
Address: 9821 Katy Freeway, Suite 110, Houston, TX 77024
Clients: 644
Average Clients per Advisor: 49
AUM: $ 3.7B
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
Casey Alan Mack
Registered Affiliation(s):THE SUM
Troy Lynn Wootton Jr
Registered Affiliation(s):OSAIC WEALTH, INC.
Darren Dindinger
Registered Affiliation(s):ALLWORTH FINANCIAL, L.P.
Daren Thomas Dahmer
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Stephen Matthew Benotti
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Daniel Louis Diamond
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
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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